Civic Intelligence

Lee Graff Foundation

EIN 95-4252561 • San Clemente, CA

11 Via FrancaSan Clemente, CA 92673
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-39%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$27,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

47%

Faster revenue growth than 78% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,801,956

Down $60,105 (-3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,801,956

Down $60,105 (-3.2%) from 2023

Revenue

Up

$153,321

Up $49,333 (+47%) from 2023

Expenses

Up

$213,426

Up $19,540 (+10%) from 2023

Net Income

Up

-$60,105

Up $29,793 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,876,817Liabilities 2011: $02011Assets 2012: $2,767,360Liabilities 2012: $12012Assets 2013: $2,830,071Liabilities 2013: $02013Assets 2014: $2,701,541Liabilities 2014: $02014Assets 2015: $2,671,921Liabilities 2015: $02015Assets 2017: $2,341,018Liabilities 2017: $5,000Net Assets 2017: $2,336,0182017Assets 2018: $2,207,799Liabilities 2018: $5,000Net Assets 2018: $2,202,7992018Assets 2019: $2,136,380Liabilities 2019: $0Net Assets 2019: $2,136,3802019Assets 2020: $2,037,923Liabilities 2020: $0Net Assets 2020: $2,037,9232020Assets 2021: $2,052,755Liabilities 2021: $0Net Assets 2021: $2,052,7552021Assets 2022: $1,951,959Liabilities 2022: $0Net Assets 2022: $1,951,9592022Assets 2023: $1,862,061Liabilities 2023: $0Net Assets 2023: $1,862,0612023Assets 2024: $1,801,956Liabilities 2024: $0Net Assets 2024: $1,801,9562024

Highlighted filing

2024

Assets$1,801,956
Liabilities$0
Net Assets$1,801,956

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $292,579Expenses 2011: $327,210Net Income 2011: -$34,6312011Revenue 2012: $128,100Expenses 2012: $237,557Net Income 2012: -$109,4572012Revenue 2013: $297,065Expenses 2013: $234,354Net Income 2013: $62,7112013Revenue 2014: $158,015Expenses 2014: $286,545Net Income 2014: -$128,5302014Revenue 2015: $219,810Expenses 2015: $249,430Net Income 2015: -$29,6202015Revenue 2017: $124,132Expenses 2017: $204,063Net Income 2017: -$79,9312017Revenue 2018: $87,895Expenses 2018: $221,114Net Income 2018: -$133,2192018Revenue 2019: $163,095Expenses 2019: $229,514Net Income 2019: -$66,4192019Revenue 2020: $141,940Expenses 2020: $240,397Net Income 2020: -$98,4572020Revenue 2021: $222,558Expenses 2021: $207,726Net Income 2021: $14,8322021Revenue 2022: $123,645Expenses 2022: $224,441Net Income 2022: -$100,7962022Revenue 2023: $103,988Expenses 2023: $193,886Net Income 2023: -$89,8982023Revenue 2024: $153,321Expenses 2024: $213,426Net Income 2024: -$60,1052024

Highlighted filing

2024

Revenue$153,321
Expenses$213,426
Net Income-$60,105

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASMINE MORIELLITrusteePT$27,000-$27,000
VICTORIA SCHAFFERTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Lee Graff Foundation
EIN
95-4252561
Phone
3103084123
Address
11 VIA FRANCA, SAN CLEMENTE, CA 92673

Signing Officer

Name
Jasmine Moreilli
Title
Trustee
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
ATS Accounting Group Inc
Address
6355 Topanga Canyon Blvd Ste 225, Woodland Hills, CA 91367
Preparer
Michael Trunnell CPA
Phone
8187041040
Raw XML Appendix369 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/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LA PHILHARMONIC HOLLYWOOD BOWL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BREAK THE CHAIN KENNEL KRU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HOLY FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3FAMILY ASSISTANCE MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Segerstrom Center For The Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5TBC-SCHS Girls Soccer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6DREAM FETCHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7KERSHAW'S CHALLENGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8LOS ANGELES MUSIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9PET PROJECT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10CHOC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0151 S GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15820 N CHURCH SUITE D BOX 241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 26368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31030 CALLE NEGOCIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 TOWN CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5700 AVENIDA PICO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68192 Sandcove Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75949 Sherry Lane Suite 1110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8135 N Grand Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9221 Avenida Fabricante
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101120 West La Veta Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN CLEMENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN CLEMENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Huntington Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Clemente
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Orange
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd890012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092868
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0145983
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0133341
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035922
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035922
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0145983
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012642
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095360
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082718
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02775
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026802
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026802
TaxesSchedule/TaxesDetail/Amt0917
TaxesSchedule/TaxesDetail/Amt199
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0917
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt199
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt275
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASMINE MOREILLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE GRAFF FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEG
ReturnHeader/Filer/EIN0954252561
ReturnHeader/Filer/PhoneNum03103084123
ReturnHeader/Filer/USAddress/AddressLine1Txt011 VIA FRANCA
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822021615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATS Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06355 Topanga Canyon Blvd Ste 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187041040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Trunnell CPA
ReturnHeader/ReturnTs02025-08-04T17:23:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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