Totals
- Total revenue
- $1,269,828
- Total expenses
- $1,330,953
- Contributions and grants received
- $954,948
- Grants paid
- $947,425
- Program service revenue
- $0
- Investment income
- $361,935
- Other revenue
- -$47,055
- Total assets, end of year
- $17,109,281
- Total liabilities, end of year
- $122,222
- Net assets or fund balances, end of year
- $16,987,059
- Program services expenses (Part IX)
- $1,242,557
- Management and general expenses
- $88,396
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,242,557
Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$164,316
-
1f · All other contributions, gifts and grants
$790,632
-
1g · Noncash contributions included above
$295,132
-
3 · Investment income
total $160,773 · excluded $160,773
-
7a · Gross sales of assets other than inventory
securities $201,162
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $201,162
-
7d · Net gain or loss
total $201,162 · excluded $201,162
-
8a · Fundraising events: gross income
$13,825
-
8a · Fundraising events: contributions included on line 1c
$164,316
-
8b · Fundraising events: direct expenses
$60,880
-
8c · Net income from fundraising events
total -$47,055 · excluded -$47,055
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $947,425 · program services $947,425
-
11c · Fees: accounting
total $10,505 · management and general $10,505
-
11f · Fees: investment management
total $42,895 · management and general $42,895
-
23 · Insurance
total $3,733 · management and general $3,733
-
24a · Other expenses: CLASSROOM EQUIPMENT
total $295,132 · program services $295,132
-
24b · Other expenses: OTHER
total $19,283 · management and general $19,283
-
24c · Other expenses: CONTRACT SERVICES
total $11,980 · management and general $11,980
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,605,061 · end of year $857,227
-
2 · Savings and temporary cash investments
beginning of year $2,487,256 · end of year $2,595,187
-
4 · Accounts receivable
beginning of year $0 · end of year $6,200
-
9 · Prepaid expenses and deferred charges
beginning of year $5,935 · end of year $13,632
-
11 · Investments: publicly traded securities
beginning of year $12,226,406 · end of year $13,637,035
-
17 · Accounts payable and accrued expenses
beginning of year $2,320 · end of year $3,005
-
19 · Deferred revenue
beginning of year $53,975 · end of year $78,025
-
25 · Other liabilities
beginning of year $472,540 · end of year $41,192
-
27 · Net assets without donor restrictions
beginning of year $891,857 · end of year $940,736
-
28 · Net assets with donor restrictions
beginning of year $14,903,966 · end of year $16,046,323
Mission and programs · 2022
Mission
THE LEE COLLEGE FOUNDATION SHALL PROMOTE THE EDUCATIONAL OPPORTUNITIES AVAILABLE TO THE COMMUNITY BY PROVIDING FINANCIAL SUPPORT FOR LEE COLLEGE STUDENTS, ITS FACULTY AND STAFF AND INITIATIVES THROUGH SOLICITATION AND ACCEPTANCE OF GIFTS, DONATIONS, AND GRANTS.
Activities or mission (Part I)
TO SOLICIT AND RECEIVE DONATIONS, GIFTS, AND GRANTS ON BEHALF OF LEE COLLEGE, ITS DEPENDENTS, AND ITS ACTIVITIES.
-
SCHOLARSHIPS FOR LEE COLLEGE DISTRICT STUDENTS, CAPITAL FACILITIES ASSISTANCE FOR LEE COLLEGE, AND EMERGENCY ASSISTANCE DUE TO COVID-19.
Expenses $1,242,557 · Grants $947,425
As filed on the 2022 return.
Listed in Part VII
-
Gary EnglertGARY ENGLERT
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Lynne FoleyLYNNE FOLEY
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Roy FullerROY FULLER
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Kristy ClaypoolKRISTY CLAYPOOL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carl PickettCARL PICKETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Connie TiltonCONNIE TILTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Stephen DoncarlosSTEPHEN DONCARLOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don CoffeyDON COFFEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Victoria MarronDR VICTORIA MARRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandra DureeSANDRA DUREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer MarcontellJENNIFER MARCONTELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judy WheatJUDY WHEAT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gina GuilloryGINA GUILLORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gilbert SantanaGILBERT SANTANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie TerryLAURIE TERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Macie SchubertMACIE SCHUBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pam WarfordPAM WARFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rusty SenacRUSTY SENAC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan DagleyRYAN DAGLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandy JanacekSANDY JANACEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne HeinrichSUZANNE HEINRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Selah TacconiSELAH TACCONI
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 32
-
Patricia RanziniPATRICIA RANZINI
EXECUTIVE DIRECTOR
- Total calculated
- $63,942
- From this org
- $0
- From related orgs
- $54,114
- Other
- $9,828
- Hours/week
- 32
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.
Grants on this return
-
LEE COLLEGE DISTRICT
$947,425
SCHOLARSHIPS FOR LEE COLLEGE DISTRICT STUDENTS AND FOR CAPITAL FACILITIES IMPROVEMENTS.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410169349301501
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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