Civic Intelligence

Robert M Lee Foundation

990PF • Fiscal year 2020 • EIN 88-0265958

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

970 Icehouse AvenueSparks, NV 89431

(775) 331-0414

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

21st percentile

-28%

Higher net margin than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

4th percentile

-85%

Faster asset growth than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$20,903

Down $118,822 (-85%) from 2019

Net Assets

Down

$20,903

Down $118,822 (-85%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$430,083

Up $98,554 (+30%) from 2019

Expenses

Down

$548,905

Down $823,763 (-60%) from 2019

Net Income

Up

-$118,822

Up $922,317 (+89%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $379,034Liabilities 2011: $02011Assets 2012: $292,901Liabilities 2012: $02012Assets 2013: $257,313Liabilities 2013: $02013Assets 2014: $252,114Liabilities 2014: $02014Assets 2015: $262,121Liabilities 2015: $02015Assets 2017: $68,901Liabilities 2017: $0Net Assets 2017: $68,9012017Assets 2018: $1,180,864Liabilities 2018: $0Net Assets 2018: $1,180,8642018Assets 2019: $139,725Liabilities 2019: $0Net Assets 2019: $139,7252019Assets 2020: $20,903Liabilities 2020: $0Net Assets 2020: $20,9032020Assets 2021: $22,551Liabilities 2021: $0Net Assets 2021: $22,5512021Assets 2022: $28,415Liabilities 2022: $0Net Assets 2022: $28,4152022Assets 2023: $35,657Liabilities 2023: $0Net Assets 2023: $35,6572023Assets 2024: $18,718Liabilities 2024: $3,873Net Assets 2024: $14,8452024

Highlighted filing

2020

Assets$20,903
Liabilities$0
Net Assets$20,903

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: -$5,558Expenses 2011: $66,880Net Income 2011: -$72,4382011Revenue 2012: $2,321Expenses 2012: $88,454Net Income 2012: -$86,1332012Revenue 2013: $1,837Expenses 2013: $37,425Net Income 2013: -$35,5882013Revenue 2014: $20,445Expenses 2014: $25,644Net Income 2014: -$5,1992014Revenue 2015: $11,470Expenses 2015: $1,463Net Income 2015: $10,0072015Revenue 2017: $67,384Expenses 2017: $158,041Net Income 2017: -$90,6572017Revenue 2018: $9,449,717Expenses 2018: $8,337,754Net Income 2018: $1,111,9632018Revenue 2019: $331,529Expenses 2019: $1,372,668Net Income 2019: -$1,041,1392019Revenue 2020: $430,083Expenses 2020: $548,905Net Income 2020: -$118,8222020Revenue 2021: $360,002Expenses 2021: $358,354Net Income 2021: $1,6482021Revenue 2022: $400,257Expenses 2022: $394,393Net Income 2022: $5,8642022Revenue 2023: $376,181Expenses 2023: $368,939Net Income 2023: $7,2422023Revenue 2024: $366,245Expenses 2024: $387,057Net Income 2024: -$20,8122024

Highlighted filing

2020

Revenue$430,083
Expenses$548,905
Net Income-$118,822
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE BROCKINTON LEEPresident, Secretary, Trea-$0--
Filing and Contact Details

Filer

Filer Name
Robert M Lee Foundation
EIN
88-0265958
Phone
7753310414
Address
970 ICEHOUSE AVENUE, SPARKS, NV 89431

Signing Officer

Name
Anne Brockinton Lee
Title
President
Phone
7753310414
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Turner Loy & Co LLC
Address
6502 S MCCARRAN BLVD STE D, RENO, NV 89509-6139
Preparer
David W Turner
Phone
7758233777
Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PRODUCE EDUCATED WOMEN WHO ARE INDEPENDENT, ETHICALLY RESPONSIBLE, AND PREPARED TO MEET THE CHALLENGES OF SOCIETY WITH CONFIDENCE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDING QUALITY EDUCATIONAL PROGRAMS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PRESERVATION OF STRUCTURES AND THEIR HUMANITARIAN USE AS HOMES FOR PEOPLE IN NEED FOR THE CULTURAL BENEFIT OF ASSISTING LOCAL ARTISTS AND WRITERS, AND FOR THEIR HISTORIC VALUE TO THE CITY OF CHARLESTON.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THUNDERBIRD LODGE PRESERVATION SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PRESERVATION SOCIETY OF CHARLESTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BOYS & GIRLS CLUB OF TRUCKEE MEADOWS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0172 RUTLEDGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 STATION DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2160 W LIBERTY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4180 W HUFFAKER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 7159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6147 KING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt762 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82680 EAST NINTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PEBBLE BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1598012753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd289501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd489511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd729401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd889512
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0545565
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05962
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01366158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08276262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0151557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt092870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010426450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0539603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01366158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08276262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0151557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt092870
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0545565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0539603
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010426450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09886847
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROBERT M LEE IRREVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1ROBERT M LEE IRREVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0970 ICEHOUSE AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1970 ICEHOUSE AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SPARKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SPARKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089431
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd189431
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1400000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0400000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VACANT REAL PROPERTY: PARCEL W-7 WILD HORSE ISLAND, H-1493, SECTION 07, T24N R20W, LAKE COUNTY, MT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-09-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0234
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM ROBERT LEE TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0234
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt135
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0234
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0US TRUST INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT M LEE IRREVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ROBERT M LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0970 ICEHOUSE AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1970 ICEHOUSE AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SPARKS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SPARKS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NV
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NV
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd089431
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd189431
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE BROCKINTON LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07753310414
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT M LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0880265958
ReturnHeader/Filer/PhoneNum07753310414
ReturnHeader/Filer/USAddress/AddressLine1Txt0970 ICEHOUSE AVENUE
ReturnHeader/Filer/USAddress/CityNm0SPARKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880410249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER LOY & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06502 S MCCARRAN BLVD STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RENO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0895096139
ReturnHeader/PreparerPersonGrp/PhoneNum07758233777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W TURNER
ReturnHeader/ReturnTs02021-11-15T13:10:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCKINTON LEE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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