Civic Intelligence

Lee Financial Family Foundation

EIN 99-4840993 • Honolulu, HI

Pub. 78 EligibleNTEE S19
PO Box 240116Honolulu, HI 96824
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

NTEE S • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

NTEE S • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE S • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

$383,331

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$383,331

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin98th percentile

Revenue

$400,375

No earlier filing loaded for comparison.

Expenses

$3

No earlier filing loaded for comparison.

Net Income

$400,372

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2024: $383,331Liabilities 2024: $0Net Assets 2024: $383,3312024

Highlighted filing

2024

Assets$383,331
Liabilities$0
Net Assets$383,331
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2024: $400,375Expenses 2024: $3Net Income 2024: $400,3722024

Highlighted filing

2024

Revenue$400,375
Expenses$3
Net Income$400,372
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,331
Liabilities
$0
Net assets
$383,331
Revenue
$400,375
Expenses
$3
Net income
$400,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$4.00$0.00$4.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 29, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRENCE K H LEEPresident-$0--
SUMMER LEEVice-Preside-$0--
BRANDON KIKUCHIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee Financial Family Foundation
EIN
99-4840993
Phone
8086752410
Address
PO BOX 240116, HONOLULU, HI 96824

Signing Officer

Name
Terrence K H Lee
Title
President
Phone
8086752410
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Tatsuguchi CPA LLC
Address
1314 S KING ST STE 309, HONOLULU, HI 96814
Preparer
Reid Tatsuguchi
Phone
8085892100
Raw XML Appendix225 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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