Lee Family Charitable Foundation

Lee Family Charitable Foundation's assets have declined by over 89% since 2011 due to consistent deficit spending.

EIN: 208955051 · Wilmington, DE · NTEE: T20 · Updated: 2026-03-28

$5KRevenue
$15KAssets
45/100Mission Score (Fair)
T20
Lee Family Charitable Foundation Financial Summary
MetricValue
Total Revenue$5K
Total Expenses$4K
Program Spending80%
Net Assets$15K
Transparency Score45/100

Is Lee Family Charitable Foundation Legit?

Significant Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
ModerateTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Lee Family Charitable Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Lee Family Charitable Foundation

Lee Family Charitable Foundation (EIN: 208955051) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T20. The organization reported total revenue of $5K and total assets of $15K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lee Family Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
MicroSize Classification
9Years of Filings
MixedRevenue Trajectory

Lee Family Charitable Foundation is a micro nonprofit that has been operating for 18 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of -11.3%.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

Total Revenue$2K
Total Expenses$4K
Surplus / Deficit$-1,939
Total Assets$15K
Total Liabilities$1
Net Assets$15K
Operating Margin-78.4%
Debt-to-Asset Ratio0.0%
Months of Reserves40.6 months

Financial Health Grade: B

In 2022, Lee Family Charitable Foundation reported a deficit of $2K with expenses exceeding revenue, holds 40.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2011–2022), Lee Family Charitable Foundation's revenue has declined at a compound annual growth rate (CAGR) of -11.3%.

YearRevenue ChangeExpense ChangeAsset Change
2022+68.6%-17.6%-11.5%
2021+32.1%+22.4%-18.7%
2020+101.1%-35.1%-13.6%
2019-60.1%-59.1%-77.9%
2015-85.0%+12.2%-12.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Lee Family Charitable Foundation appears to be a very small, family-run foundation with declining financial activity. Over the past five years, its revenue has consistently been very low, ranging from $552 in 2019 to $2,472 in 2022. Expenses have also consistently exceeded revenue, leading to a steady decline in assets from $141,281 in 2011 to $14,920 in 2022. This indicates that the foundation is spending down its principal rather than growing its endowment or operations. The consistent reporting of $1 in liabilities across all filings suggests minimal financial complexity or debt. Given the available data, it's difficult to assess spending efficiency in detail without a breakdown of program, administrative, and fundraising expenses. However, the consistent deficit spending suggests that the foundation is not financially sustainable in its current form if it intends to operate long-term. The lack of officer compensation reported across all filings is a positive indicator of volunteer leadership, which can contribute to lower administrative costs. Transparency appears adequate through its regular 990 filings, but the limited financial scale makes a deeper analysis challenging. Overall, the foundation seems to be in a phase of winding down or significantly reducing its operations, as evidenced by the substantial decrease in assets and the consistent spending exceeding revenue over more than a decade. Its financial health is weak, characterized by persistent deficits and asset depletion. Without more detailed expense breakdowns, it's hard to definitively comment on spending efficiency beyond the observation that it's spending more than it takes in.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lee Family Charitable Foundation with a Mission Score of 45 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 80%
  • fundraising: 0%

According to IRS 990 filings, Lee Family Charitable Foundation allocates its expenses as follows: admin: 20%, programs: 80%, fundraising: 0%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

$2KTotal Revenue
$4KTotal Expenses
$15KTotal Assets
$1Total Liabilities
$15KNet Assets
  • The organization reported a deficit of $2K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Officer compensation has consistently been reported as 0% across all available filings, indicating that the foundation's leadership is entirely volunteer-based, which is commendable for a small organization.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Lee Family Charitable Foundation's IRS 990 filings:

  • Consistent deficit spending, with expenses exceeding revenue in every reported period.
  • Significant and continuous decline in assets, from $141,281 in 2011 to $14,920 in 2022.
  • Very low and declining annual revenue, indicating limited operational capacity or donor support.

Strengths

The following positive indicators were identified for Lee Family Charitable Foundation:

  • No officer compensation reported, indicating volunteer leadership and potentially lower administrative overhead.
  • Consistent filing of IRS Form 990s, demonstrating transparency in reporting.

Frequently Asked Questions about Lee Family Charitable Foundation

Is Lee Family Charitable Foundation a legitimate charity?

Lee Family Charitable Foundation (EIN: 208955051) is a registered tax-exempt nonprofit based in Delaware. Our AI analysis gives it a Mission Score of 45/100. It has 9 years of IRS 990 filings on record. Total revenue: $5K. 3 red flags identified. 2 strengths noted. Financial health grade: B.

How does Lee Family Charitable Foundation spend its money?

Lee Family Charitable Foundation directs 80% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Lee Family Charitable Foundation tax-deductible?

Lee Family Charitable Foundation is registered as a tax-exempt nonprofit (EIN: 208955051). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Lee Family Charitable Foundation compare to similar nonprofits?

With a transparency score of 45/100 (Fair), Lee Family Charitable Foundation is near average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Lee Family Charitable Foundation located?

Lee Family Charitable Foundation is headquartered in Wilmington, Delaware and files with the IRS under EIN 208955051. It is classified under NTEE code T20.

How many years of IRS 990 filings does Lee Family Charitable Foundation have?

Lee Family Charitable Foundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $5K in total revenue.

Is the Lee Family Charitable Foundation financially sustainable?

Based on the provided data, the foundation is not financially sustainable. Its expenses have consistently exceeded its revenue for over a decade, leading to a significant depletion of assets from $141,281 in 2011 to $14,920 in 2022.

What is the trend in the foundation's assets?

The foundation's assets have been in a consistent and steep decline, decreasing from $141,281 in 2011 to $14,920 in 2022, representing an 89.4% reduction.

Does the foundation pay its officers?

No, the foundation has consistently reported 0% officer compensation in all available IRS 990 filings, indicating volunteer leadership.

Filing History

IRS 990 filing history for Lee Family Charitable Foundation showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2022), Lee Family Charitable Foundation's revenue has declined by 73.3%, moving from $9K to $2K. Total assets decreased by 89.4% over the same period, from $141K to $15K. Total functional expenses fell by 91.4%, from $51K to $4K. In its most recent filing year (2022), Lee Family Charitable Foundation reported a deficit of $2K, with expenses exceeding revenue. The organization holds $1 in liabilities against $15K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $15K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2022 $2K $4K $15K $1
2021 $1K $5K $17K $1
2020 $1K $4K $21K $1 View 990
2019 $552 $7K $24K $1 View 990
2015 $1K $16K $109K $1 View 990
2014 $9K $15K $124K $1 View 990
2013 $9K $20K $129K $1 View 990
2012 $19K $20K $140K $1 View 990
2011 $9K $51K $141K $1 View 990

Year-by-Year Financial Summary

  • 2022: Revenue of $2K, expenses of $4K, and assets of $15K (revenue +68.6% year-over-year).
  • 2021: Revenue of $1K, expenses of $5K, and assets of $17K (revenue +32.1% year-over-year).
  • 2020: Revenue of $1K, expenses of $4K, and assets of $21K (revenue +101.1% year-over-year).
  • 2019: Revenue of $552, expenses of $7K, and assets of $24K (revenue -60.1% year-over-year).
  • 2015: Revenue of $1K, expenses of $16K, and assets of $109K (revenue -85.0% year-over-year).
  • 2014: Revenue of $9K, expenses of $15K, and assets of $124K (revenue -1.6% year-over-year).
  • 2013: Revenue of $9K, expenses of $20K, and assets of $129K (revenue -49.5% year-over-year).
  • 2012: Revenue of $19K, expenses of $20K, and assets of $140K (revenue +100.8% year-over-year).
  • 2011: Revenue of $9K, expenses of $51K, and assets of $141K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Lee Family Charitable Foundation:

2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Lee Family Charitable Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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