Civic Intelligence

Lead Estero Inc.

990EZ • Fiscal year 2023 • EIN 88-2047562

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 20, 2024

Organization ProfileN/A
12920 Metro PkwyFort Myers, FL 33966

(239) 207-7731

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$16,730

No earlier filing loaded for comparison.

Net Assets

$16,730

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

$162,666

No earlier filing loaded for comparison.

Expenses

$145,936

No earlier filing loaded for comparison.

Net Income

$16,730

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2023: $16,730Liabilities 2023: $0Net Assets 2023: $16,7302023Assets 2024: $58,046Net Assets 2024: $58,0462024

Highlighted filing

2023

Assets$16,730
Liabilities$0
Net Assets$16,730
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2023: $162,666Expenses 2023: $145,936Net Income 2023: $16,7302023Revenue 2024: $123,640Expenses 2024: $82,324Net Income 2024: $41,3162024

Highlighted filing

2023

Revenue$162,666
Expenses$145,936
Net Income$16,730
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 20, 2024
Return Version
2023v5.0
Gross Receipts
$162,666
Mission and Program Overview

Mission

The organizations's mission is to assist various charitable and scholastic community organizations.

Program Services

DescriptionGrantsExpenses
MISCELLANEOUS FEES AND OFFICE EXPENSES$81,711$145,936
SCHOLARSHIPS AWARDED TO COLLEGE STUDENTS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVENS MICHAELDirector-$0--
PRIDDY ALEXANDERDirector-$0--
DERSLEY PATERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lead Estero Inc
EIN
88-2047562
Phone
2392077731
Address
12920 METRO PKWY, FORT MYERS, FL 33966

Signing Officer

Name
Stevens Michael
Title
Director
Phone
2397075418
Signed
2024-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Vmg Financial LLC
Address
1361 ROYAL PALM SQUARE BLVD STE 1, FORT MYERS, FL 33919
Preparer
Mark Makara CPA
Phone
2392780762
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: various cash contribution: 81,711”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,137 conferences/meetings 19,605 total 20,742”

Form 990-ez, Part III

“The organizations's mission is to assist various charitable and scholastic community organizations.”

Form 990-ez, Part III, Line 31

“Miscellaneous fees and office expenses”

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVENS MICHAEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02392077731
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011471 VENETIAN LAGOON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033913
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0162666
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016730
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016730
IRS990EZ/GrantsAndSimilarAmountsPaidAmt081711
IRS990EZ/GrossReceiptsAmt0162666
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVENS MICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PRIDDY ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DERSLEY PATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020742
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATIONS'S MISSION IS TO ASSIST VARIOUS CHARITABLE AND SCHOLASTIC COMMUNITY ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt023283
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED TO COLLEGE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MISCELLANEOUS FEES AND OFFICE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt081711
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0145936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0145936
IRS990EZ/TotalProgramServiceExpensesAmt0145936
IRS990EZ/TotalRevenueAmt0162666
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0162666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0162666
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0162666
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0162666
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0162666
IRS990ScheduleA/TotalSupportAmt0162666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS CASH CONTRIBUTION: 81,711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 1,137 CONFERENCES/MEETINGS 19,605 TOTAL 20,742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS'S MISSION IS TO ASSIST VARIOUS CHARITABLE AND SCHOLASTIC COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS FEES AND OFFICE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVENS MICHAEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02397075418
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEAD ESTERO INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0882047562
ReturnHeader/Filer/PhoneNum02392077731
ReturnHeader/Filer/USAddress/AddressLine1Txt012920 METRO PKWY
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033966
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472005336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VMG FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01361 ROYAL PALM SQUARE BLVD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02392780762
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MAKARA CPA
ReturnHeader/ReturnTs02024-10-22T11:17:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,730
Liabilities
$0
Net assets
$16,730
Revenue
$162,666
Expenses
$145,936
Net income
$16,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.24$0.82$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.63$1.46$0.17