LEE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEE INC (EIN 20-8848357)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349314417
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T16:45:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 N LEE ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208848357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEI | BusinessNameControlTxt |
| Phone | 2027343716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N KING ST SUITE 304-4181 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BUMAN | PersonNm |
| Person Title | CEO & EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2027343716 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM KUCZYNSKI CPA | PreparerPersonNm |
| PTIN | P01560606 | PTIN |
| Phone | 7035190990 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | MICHAEL BUMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N KING ST SUITE 304-4181 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,942,196 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WEARELEE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,490,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,679,819 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,289,575 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,207,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,136 | PYOtherRevenueAmt |
| CY Other Revenue | $54,681 | CYOtherRevenueAmt |
| PY Total Revenue | $17,874,100 | PYTotalRevenueAmt |
| CY Total Revenue | $24,942,196 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,558,501 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,824,925 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,605,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,752,040 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $112,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,014,753 | PYOtherExpensesAmt |
| CY Other Expenses | $7,086,563 | CYOtherExpensesAmt |
| PY Total Expenses | $18,178,915 | PYTotalExpensesAmt |
| CY Total Expenses | $24,663,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$304,815 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $278,668 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,691,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,596,167 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,628,445 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,974,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,063,135 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$378,183 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AS A LEADERSHIP DEVELOPMENT ORGANIZATION, LEE SUPPORTS LEADERS TO ENGAGE CIVICALLY AND INCREASE ACCESS AND OPPORTUNITY IN THEIR COMMUNITIES | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,338,584 | ExpenseAmt |
| Grant | $1,824,925 | GrantAmt |
| Revenue | $1,207,696 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT: LEE DEVELOPS LEE MEMBERS TO ENGAGE CIVICALLY WITHIN THEIR COMMUNITIES AND ACROSS THE NATION. LEE IS A SOURCE OF LEADERS WHO: 1. BELIEVE DEEPLY IN THE POTENTIAL OF ALL CHILDREN AND 2. WORK TO OVERCOME BARRIERS THAT LIMIT ACCESS AND OPPORTUNITY. LEE STRIVES TO INSPIRE OUR MEMBERS TO WORK WITH COMMUNITIES TO INCREASE ACCESS AND OPPORTUNITY. LEE ACCOMPLISHES THESE GOALS BY PROVIDING TRAININGS, FELLOWSHIPS, AND COACHING TO SUPPORT MEMBERS' CIVIC ENGAGEMENT. A SIGNIFICANT PORTION OF THOSE TRAININGS, FELLOWSHIPS AND COACHING ARE CHARITABLE AND EDUCATIONAL, AS THOSE TERMS ARE DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | Desc |
| Total Program Service Expenses | $22,338,584 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MCLEAN | PersonNm |
| Phone | 2027343716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N KING STREET SUITE 304-4181 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL BUMAN | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 2.30 | Yes (X) | Yes (X) | $432,697 | $0 | $35,750 | ||
| EMMA BLOOMBERG | |||||||||
| CHAIR OF THE BOARD | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELISA VILLANUEVA BEARD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR ROCK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE GREEN | |||||||||
| SECRETARY/TREASURER, VP GENERAL COUNSEL | 40.00 | 2.30 | Yes (X) | $234,181 | $0 | $48,621 | |||
| MILDRED OTERO | |||||||||
| PRESIDENT, LEE | 40.00 | $398,359 | $0 | $44,799 | Yes (X) | ||||
| SARAH MCLEAN | |||||||||
| SENIOR VICE PRESIDENT, PARTNERSHIPS & INFRASTRUCTU | 40.00 | $258,504 | $0 | $10,185 | Yes (X) | ||||
| SHERYL LEO | |||||||||
| VICE PRESIDENT, TALENT, LEARNING, & CULTURE | 40.00 | $215,806 | $0 | $46,011 | Yes (X) | ||||
| CARL S ZARAGOZA | |||||||||
| SENIOR VICE PRESIDENT, MEMBER IMPACT | 40.00 | $185,749 | $0 | $47,267 | Yes (X) | ||||
| STEVEN FRANCISCO | |||||||||
| VICE PRESIDENT, TECHNOLOGY | 40.00 | $208,836 | $0 | $46,534 | Yes (X) | ||||
| CAROLINE ALLEN | |||||||||
| SENIOR VICE PRESIDENT, MEMBER IMPACT (LEARNING) | 40.00 | $196,523 | $0 | $43,309 | Yes (X) | ||||
| NAMRATA PATEL | |||||||||
| VICE PRESIDENT, MEMBER MARKETING | 40.00 | $211,024 | $0 | $23,726 | Yes (X) | ||||
| MARCUS CENICEROS | |||||||||
| VICE PRESIDENT, REGIONAL IMPACT | 40.00 | $194,347 | $0 | $12,720 | Yes (X) | ||||
| LISA M ALLARD | |||||||||
| SENIOR DIRECTOR, STRATEGY | 40.00 | $193,567 | $0 | $9,681 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,729,593 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $368,603 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| URBAN LEADERS FELLOWSHIP | |||||
| 1519 N TEJON STREET | COLORADO SPRINGS | CO | 80907 | FELLOWSHIP SERVICES | $480,000 |
| CONNELLY PARTNERS LLC | |||||
| 46 WALTHAM STREET FL 4 | BOSTON | MA | 02118 | CREATIVE AND MARKETING SERVICES | $456,000 |
| DESIGN DATA SYSTEMS INC | |||||
| 610 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | IT SERVICES | $354,090 |
| HMARA SOLUTIONS LLC | |||||
| 9712 BRAIDWOOD TERRACE | FREDERICK | MD | 21704 | IT SERVICES | $292,842 |
| VENABLE LLP | |||||
| 600 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | LEGAL SERVICES | $179,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $20,879,710 | RelatedOrganizationsAmt |
| All Other Contributions | $2,800,109 | AllOtherContributionsAmt |
| Total Contributions | $23,679,819 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FELLOWSHIPS | 611430 | $1,167,950 | $1,167,950 |
| ELECTED LEADERSHIP | 611430 | $39,746 | $39,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,207,696 | TotalProgramServiceRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,681 | TotalRevenueColumnAmt |
| Exclusion | $54,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,681 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,942,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,207,696 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,824,925 | TotalAmt |
| Program Services | $1,824,925 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,957,930 | TotalAmt |
| Program Services | $1,693,158 | ProgramServicesAmt |
| Management And General | $256,216 | ManagementAndGeneralAmt |
| Fundraising | $8,556 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,064,549 | TotalAmt |
| Program Services | $10,346,177 | ProgramServicesAmt |
| Management And General | $634,595 | ManagementAndGeneralAmt |
| Fundraising | $83,777 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,316 | TotalAmt |
| Program Services | $363,622 | ProgramServicesAmt |
| Management And General | $26,905 | ManagementAndGeneralAmt |
| Fundraising | $2,789 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,345,853 | TotalAmt |
| Program Services | $1,244,246 | ProgramServicesAmt |
| Management And General | $92,064 | ManagementAndGeneralAmt |
| Fundraising | $9,543 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,392 | TotalAmt |
| Program Services | $915,622 | ProgramServicesAmt |
| Management And General | $67,748 | ManagementAndGeneralAmt |
| Fundraising | $7,022 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,501 | TotalAmt |
| Program Services | $171,428 | ProgramServicesAmt |
| Management And General | $21,073 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,259 | TotalAmt |
| Management And General | $104,259 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,426,582 | TotalAmt |
| Program Services | $3,289,547 | ProgramServicesAmt |
| Management And General | $137,035 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,579 | TotalAmt |
| Program Services | $43,234 | ProgramServicesAmt |
| Management And General | $20,345 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,730 | TotalAmt |
| Program Services | $790,063 | ProgramServicesAmt |
| Management And General | $116,667 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,255 | TotalAmt |
| Program Services | $189,849 | ProgramServicesAmt |
| Management And General | $9,406 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,680 | TotalAmt |
| Program Services | $194,118 | ProgramServicesAmt |
| Management And General | $9,100 | ManagementAndGeneralAmt |
| Fundraising | $462 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,929 | TotalAmt |
| Program Services | $938,560 | ProgramServicesAmt |
| Management And General | $296,369 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,201 | TotalAmt |
| Program Services | $112,201 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,902 | TotalAmt |
| Program Services | $60,131 | ProgramServicesAmt |
| Management And General | $22,771 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $443,397 | $92,076 | $351,321 |
| CANDIDATE CAMPAIGN SERV | $9,499 | $9,499 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,049 | TotalAmt |
| Program Services | $60,128 | ProgramServicesAmt |
| Management And General | $46,921 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,663,528 | TotalAmt |
| Program Services | $22,338,584 | ProgramServicesAmt |
| Management And General | $2,212,795 | ManagementAndGeneralAmt |
| Fundraising | $112,149 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,567,724 | BOYAmt |
| EOY | $2,181,238 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,486 | BOYAmt |
| EOY | $29,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,288 | BOYAmt |
| EOY | $508 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,090 | BOYAmt |
| EOY | $682,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,992 | BOYAmt |
| EOY | $702,726 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,691,580 | BOYAmt |
| EOY | $3,596,167 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,383,169 | BOYAmt |
| EOY | $2,269,863 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,276 | BOYAmt |
| EOY | $1,704,487 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,628,445 | BOYAmt |
| EOY | $3,974,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,135 | BOYAmt |
| EOY | -$378,183 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,135 | BOYAmt |
| EOY | -$378,183 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,691,580 | BOYAmt |
| EOY | $3,596,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $278,668 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,719,986 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $125,304 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $9,499 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $9,499 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| COMMITTEE TO ELECT ERICA MOSCA | |||||
| 5545 DUECES WILD CT UNIT 101 | LAS VEGAS | NV | 89122 | 880566541 | $2,000 |
| FRIENDS OF CANADY FOR COURT | |||||
| 9811 W CHARLESTON BLVD STE PM 2 | LAS VEGAS | NV | 89117 | 934498593 | $4,999 |
| COMMITTEE TO ELECT TIM HUGHES | |||||
| 3100 ASHBY AVE | LAS VEGAS | NV | 89102 | 811720651 | $1,000 |
| HENRY QUICK BEAR | |||||
| 24589 ROCK CREEK RD | ST FRANCIS | SD | 57572 | $1,500 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I-A, LINE 1: | LEE DEVELOPS LEADERS TO ENGAGE CIVICALLY WITHIN THEIR COMMUNITIES AND ACROSS THE NATION. LEE PROVIDES TRAINING AND EDUCATIONAL PROGRAMMING TO ITS MEMBERS TO FACILITATE THEIR CONTINUED INVESTMENT AND ENGAGEMENT THROUGH CAREERS IN POLICY, ADVOCACY, ORGANIZING, AND ELECTED LEADERSHIP (POLITICS). LEE HELPS MEMBERS WITH THEIR PERSONAL JOURNEY TO IDENTIFY THE ISSUES THEY ARE MOST PASSIONATE ABOUT AND IN WHICH THEY WOULD LIKE TO ENGAGE. BASED ON MEMBERS' CHOSEN CAREER PATHS, LEE STAFF HELP MEMBERS DEVELOP A STORY OF SELF AND SEEK LEADERSHIP OPPORTUNITIES TO AFFECT CHANGE. THROUGH THIS PROCESS, SOME MEMBERS DECIDE THEY WANT TO PURSUE ELECTED OFFICE OR SUPPORT THOSE WHO SEEK ELECTED OFFICE. IF LEE MEMBERS DECIDE THEY WANT TO RUN FOR ELECTED OFFICE, LEE STAFF AND CONSULTANTS PROVIDE LEADERSHIP COACHING ABOUT HOW TO ENGAGE IN THE POLITICAL PROCESS. LEE ALSO PROVIDES CONTRIBUTIONS WHERE PERMITTED UNDER APPLICABLE CAMPAIGN FINANCE LAWS. |
| SCHEDULE C, PART I-C, LINE 5 | HENRY QUICK BEAR'S TRIBAL OFFICE RACE DID NOT REQUIRE A CAMPAIGN COMMITTEE. AS SUCH LEE, INC. CONTRIBUTED TO HIS PERSONAL ACCOUNT. AS AN INDIVIDUAL, NO EIN, ONLY HIS SSN WAS PROVIDED TO LEE, INC. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM LEE FOUNDATION FOR CIVIC LEADERSHIP, INC. | Desc |
| Book Value | $702,726 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $702,726 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO LEE FOUNDATION FOR CIVIC LEADERSHIP, INC. | Desc |
| Amt | $1,704,487 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,704,487 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP STIPENDS AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 118 | RecipientCnt |
| Cash Grant | $1,824,925 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS ESTABLISHED VARIOUS FELLOWSHIPS THAT ARE AVAILABLE TO INDIVIDUALS WHO HAVE BECOME A MEMBER. APPLICANTS ARE REQUIRED TO COMPLETE AN APPLICATION TO BE ELIGIBLE FOR A FELLOWSHIP STIPEND. ONCE AWARDED, THE DISTRIBUTION OF THE FUNDS IS MONITORED BY LEE STAFF. STIPENDS MAY ONLY BE USED IN FURTHERANCE OF THE APPLICANT'S FELLOWSHIP OPPORTUNITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL BUMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $432,697 | $0 | $0 | $0 | $0 | $0 | $13,207 | $0 | $22,543 | $0 | $468,447 | $0 | $0 | $0 |
| MILDRED OTERO | ||||||||||||||
| PRESIDENT, LEE | $398,359 | $0 | $0 | $0 | $0 | $0 | $17,250 | $0 | $27,549 | $0 | $443,158 | $0 | $0 | $0 |
| CHRISTINE GREEN | ||||||||||||||
| SECRETARY/TREASURER, VP GENERAL COUN | $234,181 | $0 | $0 | $0 | $0 | $0 | $11,667 | $0 | $36,954 | $0 | $282,802 | $0 | $0 | $0 |
| SARAH MCLEAN | ||||||||||||||
| SENIOR VICE PRESIDENT, PARTNERSHIPS | $258,504 | $0 | $0 | $0 | $0 | $0 | $10,185 | $0 | $0 | $0 | $268,689 | $0 | $0 | $0 |
| SHERYL LEO | ||||||||||||||
| VICE PRESIDENT, TALENT, LEARNING, & | $215,806 | $0 | $0 | $0 | $0 | $0 | $9,057 | $0 | $36,954 | $0 | $261,817 | $0 | $0 | $0 |
| STEVEN FRANCISCO | ||||||||||||||
| VICE PRESIDENT, TECHNOLOGY | $208,836 | $0 | $0 | $0 | $0 | $0 | $9,733 | $0 | $36,801 | $0 | $255,370 | $0 | $0 | $0 |
| CAROLINE ALLEN | ||||||||||||||
| SENIOR VICE PRESIDENT, MEMBER IMPACT | $196,523 | $0 | $0 | $0 | $0 | $0 | $6,355 | $0 | $36,954 | $0 | $239,832 | $0 | $0 | $0 |
| NAMRATA PATEL | ||||||||||||||
| VICE PRESIDENT, MEMBER MARKETING | $211,024 | $0 | $0 | $0 | $0 | $0 | $10,872 | $0 | $12,854 | $0 | $234,750 | $0 | $0 | $0 |
| CARL S ZARAGOZA | ||||||||||||||
| SENIOR VICE PRESIDENT, MEMBER IMPACT | $185,749 | $0 | $0 | $0 | $0 | $0 | $10,313 | $0 | $36,954 | $0 | $233,016 | $0 | $0 | $0 |
| MARCUS CENICEROS | ||||||||||||||
| VICE PRESIDENT, REGIONAL IMPACT | $194,347 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,720 | $0 | $207,067 | $0 | $0 | $0 |
| LISA M ALLARD | ||||||||||||||
| SENIOR DIRECTOR, STRATEGY | $193,567 | $0 | $0 | $0 | $0 | $0 | $9,681 | $0 | $0 | $0 | $203,248 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I | LEE CHANGED ITS MISSION IN 2025. IT NOW READS: AS A LEADERSHIP DEVELOPMENT ORGANIZATION, LEE SUPPORTS LEADERS TO ENGAGE CIVICALLY AND INCREASE ACCESS AND OPPORTUNITY IN THEIR COMMUNITIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL BUMAN AND EMMA BLOOMBERG - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING 2025 THE ORGANIZATION AMENDED THEIR GOVERNING DOCUMENTS TO CHANGE THEIR NAME. THE ORGANIZATION ALSO UPDATED THE MISSION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 5 | DURING THE 2024 INDEPENDENT AUDIT, LEE DISCOVERED A DIVERSION OF ASSETS IN THE AGGREGATE AMOUNT OF $1.66M OCCURRING THROUGH 2024. OF THIS TOTAL, $526,261 OCCURRED IN 2024. AN ADDITIONAL $433,992 OCCURRED IN 2025. THE DIVERSIONS RESULTED FROM THE UNAUTHORIZED PERSONAL USE OF CORPORATE CREDIT CARDS. LEE'S INITIAL INVESTIGATION SUGGESTS THE DIVERSIONS WERE LIMITED TO ONE NON-MANAGERIAL FORMER EMPLOYEE (NOT A DISQUALIFIED PERSON UNDER SECTION 4958) WHO IS NO LONGER EMPLOYED BY LEE. THE DIVERSIONS OCCURRED AS A RESULT OF CIRCUMVENTING INTERNAL CONTROLS AND POLICIES AS WELL AS CONCEALING UNAUTHORIZED TRANSACTIONS. UPON DISCOVERY OF THESE DIVERSIONS, LEE IMMEDIATELY UNDERTOOK AN INDEPENDENT INVESTIGATION LED BY EXPERT OUTSIDE LEGAL COUNSEL AND FORENSIC ACCOUNTING SUPPORT TO CONDUCT A RIGOROUS INDEPENDENT INVESTIGATION. LEE HAS SINCE TAKEN STEPS TO IMPLEMENT ENHANCED INTERNAL CONTROLS, POLICIES, AND TECHNOLOGIES THAT WILL BETTER PREVENT, DETER, AND DETECT THIS TYPE OF ACTIVITY AND ENSURE IT DOES NOT HAPPEN AGAIN. LEE IS PURSUING MULTIPLE RECOVERY OPTIONS INCLUDING INSURANCE CLAIMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S GENERAL COUNSEL/TREASURER AND EXECUTIVE DIRECTOR REVIEW THE DRAFT FORM 990. THE PREPARED FORM 990 IS PROVIDED TO MEMBERS OF THE GOVERNING BODY FOR COMMENT AND REVIEW. AFTER THE MEMBERS OF THE GOVERNING BODY REVIEW AND PROVIDE ANY COMMENTS, THE ORGANIZATION ELECTRONICALLY FILES THE RETURN WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL INDIVIDUALS SERVING IN THE CAPACITY OF A DIRECTOR OR OFFICER ARE REQUIRED TO ADHERE TO THE CONFLICT OF INTEREST POLICY AND COMPLETE AN ANNUAL QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS WITH THE ORGANIZATION. WHEN A DIRECTOR OR OFFICER BECOMES AWARE OF A POTENTIAL CONFLICT, THE DIRECTOR SHALL HAVE A DUTY TO (1) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF THE TRANSACTION IN WRITING TO THE GOVERNING BODY; (2) REFRAIN FROM USING THE DIRECTOR'S PERSONAL INFLUENCE TO ENCOURAGE THE ORGANIZATION TO ENTER INTO THE TRANSACTION; AND (3) PHYSICALLY EXCUSE THEMSELVES FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE TRANSACTION WITH THE DIRECTORS, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION. THE GOVERNING BODY ADMINISTERS THE CONFLICT OF INTEREST POLICY AND REVIEWS THE ANNUAL DISCLOSURE STATEMENTS. THE GOVERNING BODY HAS THE SOLE AUTHORITY TO REVIEW THE OPERATION OF THE POLICY AND MAKE CHANGES FROM TIME TO TIME AS IT MAY DEEM APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, THE EXECUTIVE DIRECTOR, IS DETERMINED BY THE ORGANIZATION'S INDEPENDENT MEMBERS OF ITS BOARD OF DIRECTORS. ORGANIZATION MANAGEMENT REVIEWED THE PERFORMANCE OF ALL STAFF WHO HAD BEEN IN THEIR POSITION FOR AT LEAST 90 DAYS AS OF SEPTEMBER 1, 2023. TWO KEY ELEMENTS OF THE STAFF PERFORMANCE REVIEW AND COMPENSATION STRUCTURE WERE GOALS AND ROLE COMPETENCIES IDENTIFIED FOR THAT ROLE. STAFF ENGAGED IN 360-DEGREE PERFORMANCE REVIEWS THAT INCLUDED FEEDBACK FROM PEERS, MANAGERS, DIRECT REPORTS AND PARTNERS AS APPROPRIATE. COMPENSATION INCREASES WERE BASED ON PERFORMANCE RATINGS E.G., HIGHER PERFORMERS RECEIVED THE HIGHER RANGE OF COMPENSATION. FINALLY, THE TALENT, LEARNING, AND CULTURE TEAM, VP OF TALENT, LEARNING & CULTURE, AND EXECUTIVE DIRECTOR THEN REVIEWED EACH STAFF PERFORMANCE RATING, ASSESSED INTERNAL EQUITY, MADE ANY COST OF LABOR ADJUSTMENTS, AND AGREED ON THAT INDIVIDUAL'S 2024 COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON THE LEE WEBSITE. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, FORM 990 AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART IX, LINE 11G | PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 137,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,035. OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 3,289,547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,289,547. |
| FORM 990, PART XI, LINE 9: | LOSS ON WRITE-OFF OF OTHER RECEIVABLE -1,719,986. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LEE FOUNDATION FOR CIVIC LEADERSHIP INC | ||||||||||
| 800 N KING ST SUITE 304-4171 | WILMINGTON | DE | 19801 | 462093041 | FOSTER & FACILITATE CIVIC LEADERSHIP | DE | 501(C)(3) | LINE 7 | LEE INC | Yes (1) |
| LEE NEW JERSEY PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472527044 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE - TEXAS PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472550530 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE FUND | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472564987 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE MARYLAND PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472577940 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE PENNSYLVANIA | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472587679 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE NEW YORK PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472598957 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE MISSISSIPPI PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472717755 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472725901 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE - CALIFORNIA GENERAL PURPOSE COMMITTEE | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 472744320 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE COLORADO PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 813477482 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEADERSHIP PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 833361661 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE NEW MEXICO PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 872004798 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| LEE - RHODE ISLAND PAC | ||||||||||
| 800 N KING ST SUITE 304-4181 | WILMINGTON | DE | 19801 | 991234197 | POLITICAL ACTIVITIES | DE | 527 | LEE INC | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEADERSHIP PAC | ||
| C | $4,750,000 | BOOK VALUE |
| LEE FOUNDATION FOR CIVIC LEADERSHIP INC | ||
| C | $16,129,710 | BOOK VALUE |
| LEE FOUNDATION FOR CIVIC LEADERSHIP INC | ||
| P | $1,712,968 | BOOK VALUE |
| LEE FOUNDATION FOR CIVIC LEADERSHIP INC | ||
| Q | $702,726 | BOOK VALUE |