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Nonprofiteer
← LEE INC

Form 990 for tax year 2023

Filed by LEE INC.

Totals

Total revenue
$17,874,100
Total expenses
$18,178,915
Contributions and grants received
$16,490,389
Grants paid
$1,558,501
Program service revenue
$1,289,575
Investment income
$0
Other revenue
$94,136
Total assets, end of year
$3,691,580
Total liabilities, end of year
$2,628,445
Net assets or fund balances, end of year
$1,063,135
Program services expenses (Part IX)
$16,134,512
Management and general expenses
$1,716,838
Fundraising expenses
$327,565
Program service expenses (Part III)
$16,134,512

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL BUMAN

    CEO & EXECUTIVE DIRECTOR/DIRECTOR

    Total calculated
    $429,354
    From this org
    $396,352
    From related orgs
    $0
    Other
    $33,002
    Hours/week
    40 + 2.75 related

    Schedule J breakdown matched by us

    Base
    $396,352
    Bonus
    $0
    Other
    $0
    Deferred
    $12,096
    Nontaxable benefits
    $20,906
    Filer's total
    $429,354

  • EMMA BLOOMBERG

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ELISA VILLANUEVA BEARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR ROCK

    DIRECTOR (FROM JUNE 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINE GREEN

    SECRETARY/TREASURER, VP GENERAL COUNSEL

    Total calculated
    $271,069
    From this org
    $214,300
    From related orgs
    $0
    Other
    $56,769
    Hours/week
    40 + 2.75 related

    Schedule J breakdown matched by us

    Base
    $214,300
    Bonus
    $0
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $34,269
    Filer's total
    $271,069

  • CAROLINE ALLEN

    VICE PRESIDENT, LEADERSHIP DEVELOPMENT & DESIGN

    Total calculated
    $224,217
    From this org
    $184,032
    From related orgs
    $0
    Other
    $40,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,032
    Bonus
    $0
    Other
    $0
    Deferred
    $5,916
    Nontaxable benefits
    $34,269
    Filer's total
    $224,217

  • STEVEN OSVALDO FRANCISCO

    VICE PRESIDENT, TECHNOLOGY

    Total calculated
    $219,618
    From this org
    $200,961
    From related orgs
    $0
    Other
    $18,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,961
    Bonus
    $0
    Other
    $0
    Deferred
    $14,309
    Nontaxable benefits
    $4,348
    Filer's total
    $219,618

  • SHERYL LEO

    VICE PRESIDENT, TALENT, LEARNING, & CULTURE

    Total calculated
    $248,368
    From this org
    $203,712
    From related orgs
    $0
    Other
    $44,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,712
    Bonus
    $0
    Other
    $0
    Deferred
    $10,387
    Nontaxable benefits
    $34,269
    Filer's total
    $248,368

  • SARAH K MCLEAN

    SENIOR VICE PRESIDENT, PARTNERSHIPS & INFRASTRUCTU

    Total calculated
    $270,540
    From this org
    $225,122
    From related orgs
    $0
    Other
    $45,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,122
    Bonus
    $0
    Other
    $0
    Deferred
    $14,005
    Nontaxable benefits
    $31,413
    Filer's total
    $270,540

  • MILDRED OTERO

    PRESIDENT

    Total calculated
    $382,882
    From this org
    $329,265
    From related orgs
    $0
    Other
    $53,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,265
    Bonus
    $0
    Other
    $0
    Deferred
    $28,746
    Nontaxable benefits
    $24,871
    Filer's total
    $382,882

  • NAMRATA ARVINDBHAI PATEL

    VICE PRESIDENT, MARKETING & COMMUNICATIONS

    Total calculated
    $239,896
    From this org
    $214,618
    From related orgs
    $0
    Other
    $25,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,618
    Bonus
    $0
    Other
    $0
    Deferred
    $13,359
    Nontaxable benefits
    $11,919
    Filer's total
    $239,896

  • LORI TURNER

    SENIOR ADVISER - SPECIAL PROJECTS

    Total calculated
    $241,247
    From this org
    $192,540
    From related orgs
    $0
    Other
    $48,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,540
    Bonus
    $0
    Other
    $0
    Deferred
    $14,438
    Nontaxable benefits
    $34,269
    Filer's total
    $241,247

  • CARL S ZARAGOZA

    VICE PRESIDENT, ELECTED LEADERSHIP

    Total calculated
    $219,932
    From this org
    $172,875
    From related orgs
    $0
    Other
    $47,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,875
    Bonus
    $0
    Other
    $0
    Deferred
    $12,788
    Nontaxable benefits
    $34,269
    Filer's total
    $219,932

  • TAYLOR M STEWART

    VICE PRESIDENT, PLATFORMS

    Total calculated
    $193,726
    From this org
    $151,886
    From related orgs
    $0
    Other
    $41,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,886
    Bonus
    $0
    Other
    $0
    Deferred
    $9,753
    Nontaxable benefits
    $32,087
    Filer's total
    $193,726

  • LISA M ALLARD

    SENIOR DIRECTOR, STRATEGY

    Total calculated
    $212,041
    From this org
    $184,369
    From related orgs
    $0
    Other
    $27,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,369
    Bonus
    $0
    Other
    $0
    Deferred
    $27,672
    Nontaxable benefits
    $0
    Filer's total
    $212,041

  • CASSIOPIA BLAUSEY

    VICE PRESIDENT, POLICY, ADVOCACY, & ORGANIZING

    Total calculated
    $180,759
    From this org
    $148,280
    From related orgs
    $0
    Other
    $32,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,280
    Bonus
    $0
    Other
    $0
    Deferred
    $11,495
    Nontaxable benefits
    $20,984
    Filer's total
    $180,759

  • JOHNNY CAPERS

    SENIOR DIRECTOR, FINANCE

    Total calculated
    $196,663
    From this org
    $175,805
    From related orgs
    $0
    Other
    $20,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,805
    Bonus
    $0
    Other
    $0
    Deferred
    $8,939
    Nontaxable benefits
    $11,919
    Filer's total
    $196,663

  • ELIZABETH GUCKIAN

    SENIOR DIRECTOR, REGIONAL IMPACT

    Total calculated
    $209,050
    From this org
    $159,817
    From related orgs
    $0
    Other
    $49,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,817
    Bonus
    $0
    Other
    $0
    Deferred
    $28,370
    Nontaxable benefits
    $20,863
    Filer's total
    $209,050

  • JOHN R SALSBURY

    SENIOR DIRECTOR, ELECTED LEADERSHIP DEVELOPMENT

    Total calculated
    $190,256
    From this org
    $156,873
    From related orgs
    $0
    Other
    $33,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,873
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,383
    Filer's total
    $190,256

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349316032

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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