Lee Family Foundation Inc
Lee Family Foundation consistently operates with a surplus and no reported officer compensation.
EIN: 208039685 · Anthem, AZ · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.0M |
| Total Expenses | $375K |
| Program Spending | 90% |
| Net Assets | $58K |
| Transparency Score | 95/100 |
Search Intent Cockpit
Lee Family Foundation Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Lee Family Foundation Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Lee Family Foundation Inc in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $454K and expenses of $375K.
Revenue and Expenses
Lee Family Foundation Inc reported $454K in revenue and $375K in expenses, a surplus of $79K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
95/100 mission score, 1 red flag, and 5 strengths are shown from structured and AI review.
Is Lee Family Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $338K (90%) |
Across stored filings, Lee Family Foundation Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Real J Daigle Evangelistic Corporation | Arizona and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
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Local and Sector Spokes
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Anthem, AZ nonprofitsPhilanthropy in Arizona
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Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
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Keep the Investigation Moving
Lee Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Lee Family Foundation Inc
Lee Family Foundation Inc (EIN: 208039685) is a nonprofit organization based in Anthem, AZ, classified under NTEE code T20. The organization reported total revenue of $3.0M and total assets of $1.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lee Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lee Family Foundation Inc is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $454K |
| Total Expenses | $375K |
| Surplus / Deficit | +$79K |
| Total Assets | $58K |
| Total Liabilities | $1 |
| Net Assets | $58K |
| Operating Margin | 17.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 1.8 months |
Financial Health Grade: A
In 2023, Lee Family Foundation Inc reported a surplus of $79K with revenue exceeding expenses, holds 1.8 months of operating reserves (limited), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Lee Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -2.4% | +5.0% | -59.8% |
| 2022 | -25.9% | +14.9% | -18.4% |
| 2021 | +30.1% | +3.6% | +29.3% |
| 2020 | -33.6% | -26.6% | +0.9% |
| 2019 | +407.1% | +358.2% | -51.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Lee Family Foundation Inc with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Lee Family Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $79K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Lee Family Foundation Inc. reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly commendable for maximizing funds for its mission.
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 Foundation Inc's IRS 990 filings:
- Significant fluctuation in assets year-over-year without clear explanation in provided data.
Strengths
The following positive indicators were identified for Lee Family Foundation Inc:
- Consistent operational surplus, indicating sound financial management.
- Zero reported officer compensation, maximizing funds for programs.
- Extremely low liabilities ($1 across all filings), demonstrating strong financial health.
- Consistent filing of IRS Form 990s, indicating good transparency.
- Latest reported revenue of $2,965,350 suggests significant recent growth or funding.
Frequently Asked Questions about Lee Family Foundation Inc
Is Lee Family Foundation Inc a legitimate charity?
Lee Family Foundation Inc (EIN: 208039685) is a registered tax-exempt nonprofit based in Arizona. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.0M. 1 red flag identified. 5 strengths noted. Financial health grade: A.
How does Lee Family Foundation Inc spend its money?
Lee Family Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Lee Family Foundation Inc tax-deductible?
Lee Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208039685). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Lee Family Foundation Inc compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Lee Family Foundation Inc is above 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 Foundation Inc located?
Lee Family Foundation Inc is headquartered in Anthem, Arizona and files with the IRS under EIN 208039685. It is classified under NTEE code T20.
How many years of IRS 990 filings does Lee Family Foundation Inc have?
Lee Family Foundation Inc has 10 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 $3.0M in total revenue.
Is Lee Family Foundation Inc. financially stable?
Yes, the foundation appears financially stable. It consistently reports revenues exceeding expenses (e.g., $454,407 revenue vs. $375,222 expenses in 2023) and maintains minimal liabilities ($1 across all filings), indicating a healthy balance sheet and responsible financial management.
How much of its budget goes to executive salaries?
The Lee Family Foundation Inc. reports 0% officer compensation in all available IRS 990 filings, meaning no funds are allocated to executive salaries.
What is the trend in the foundation's assets?
The foundation's assets have fluctuated over time, reaching a high of $368,273 in 2014 and currently standing at $57,797 in 2023. This suggests a strategy of distributing funds rather than accumulating large reserves, consistent with a grant-making foundation.
Does the foundation consistently operate with a surplus?
Yes, the foundation has consistently operated with a surplus in most years, with revenues generally exceeding expenses. For example, in 2023, revenue was $454,407 and expenses were $375,222, resulting in a surplus.
Filing History
IRS 990 filing history for Lee Family Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Lee Family Foundation Inc's revenue has grown by 164.5%, moving from $172K to $454K. Total assets decreased by 60.3% over the same period, from $145K to $58K. Total functional expenses rose by 395%, from $76K to $375K. In its most recent filing year (2023), Lee Family Foundation Inc reported a surplus of $79K, with revenue exceeding expenses. The organization holds $1 in liabilities against $58K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $58K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $454K | $375K | $58K | $1 | — | — |
| 2022 | $465K | $357K | $144K | $1 | — | View 990 |
| 2021 | $628K | $311K | $176K | $1 | — | View 990 |
| 2020 | $483K | $300K | $136K | $1 | — | View 990 |
| 2019 | $727K | $409K | $135K | $1 | — | — |
| 2015 | $143K | $89K | $277K | $1 | — | View 990 |
| 2014 | $318K | $155K | $368K | $1 | — | View 990 |
| 2013 | $18K | $100K | $206K | $1 | — | View 990 |
| 2012 | $227K | $85K | $288K | $1 | — | View 990 |
| 2011 | $172K | $76K | $145K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $454K, expenses of $375K, and assets of $58K (revenue -2.4% year-over-year).
- 2022: Revenue of $465K, expenses of $357K, and assets of $144K (revenue -25.9% year-over-year).
- 2021: Revenue of $628K, expenses of $311K, and assets of $176K (revenue +30.1% year-over-year).
- 2020: Revenue of $483K, expenses of $300K, and assets of $136K (revenue -33.6% year-over-year).
- 2019: Revenue of $727K, expenses of $409K, and assets of $135K (revenue +407.1% year-over-year).
- 2015: Revenue of $143K, expenses of $89K, and assets of $277K (revenue -54.8% year-over-year).
- 2014: Revenue of $318K, expenses of $155K, and assets of $368K (revenue +1700.4% year-over-year).
- 2013: Revenue of $18K, expenses of $100K, and assets of $206K (revenue -92.2% year-over-year).
- 2012: Revenue of $227K, expenses of $85K, and assets of $288K (revenue +32.3% year-over-year).
- 2011: Revenue of $172K, expenses of $76K, and assets of $145K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lee Family Foundation Inc:
Data Sources and Methodology
This transparency report for Lee Family Foundation Inc 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.