LEE UNIVERSITY

As filed

Subsection

03

Classification

1200

Street

1120 N OCOEE ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• INSTRUCTIONAL EXPENSES - INSTRUCTION IS PROVIDED TO APPROXIMATELY 2,964 FULL TIME EQUIVALENT STUDENTS IN VARIOUS PROGRAMS THROUGHOUT THE ACADEMIC YEAR. THIS INCLUDES BOTH UNDERGRADUATE AND GRADUATE PROGRAMS.

  Expenses $51,114,516 · Grants $25,112,594 · Revenue $73,956,654

• ACADEMIC SUPPORT - PROVIDES SUPPORT SERVICES TO VARIOUS ATTENDEES OF THE UNIVERSITY, AS WELL AS, SUPPORT OF PROGRAMS WITHIN THE UNIVERSITY. ACADEMIC SUPPORT INCLUDES FACULTY DEVELOPMENT, THE LIBRARY AND RESEARCH CENTERS.

  Expenses $4,076,330

• STUDENT SERVICES - PROVIDES SERVICES TO ENROLLED STUDENTS INCLUDING STUDENT ATHLETICS, HEALTH CLINIC, SPIRITUAL LIFE PROGRAMS, RESIDENTIAL LIFE PROGRAMS, ETC.

  Expenses $11,590,114

• AUXILIARY SERVICES - OPERATED FOR THE CONVENIENCE OF STUDENTS, FACULTY, AND STAFF INCLUDING RESIDENCE HALLS, DINING HALLS, CAMPUS BOOKSTORE, AND THE TELEPHONE SYSTEM.

  Expenses $8,397,019 · Revenue $11,068,722

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $91,560,640

  Expenses

  $91,351,986

  Contributions

  $6,252,245

  Grants paid

  $25,112,594

• 2022

  Revenue

  $97,254,831

  Expenses

  $93,462,606

  Contributions

  $11,424,448

  Grants paid

  $24,154,333

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $108,753,431

  Expenses

  $105,914,787

  Assets (EOY)

  $200,405,989

• 2020 · 990

  Revenue

  $107,961,707

  Expenses

  $101,306,371

  Assets (EOY)

  $217,646,784

• 2019 · 990

  Revenue

  $106,104,009

  Expenses

  $102,875,743

  Assets (EOY)

  $201,404,012

• 2018 · 990

  Revenue

  $106,365,324

  Expenses

  $104,498,313

  Assets (EOY)

  $183,656,123

• 2017 · 990

  Revenue

  $101,847,920

  Expenses

  $99,498,739

  Assets (EOY)

  $180,199,832

• 2016 · 990

  Revenue

  $96,336,927

  Expenses

  $92,101,282

  Assets (EOY)

  $182,091,564

• 2015 · 990

  Revenue

  $93,742,969

  Expenses

  $85,449,164

  Assets (EOY)

  $170,967,957

• 2015 · 990

  Revenue

  $93,742,969

  Expenses

  $85,449,164

  Assets (EOY)

  $170,967,957

• 2014 · 990

  Revenue

  $87,392,642

  Expenses

  $83,599,683

  Assets (EOY)

  $163,103,080

• 2013 · 990

  Revenue

  $89,029,043

  Expenses

  $77,541,849

  Assets (EOY)

  $162,664,700

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $5,000,000

  2024 · UNRESTRICTED GENERAL SUPPORT

• LETTIE PATE WHITEHEAD FOUNDATION INC

  $145,000

  2023 · For general scholarship support.

• LETTIE PATE WHITEHEAD FOUNDATION INC

  $145,000

  2024 · For general scholarship support.

• LETTIE PATE WHITEHEAD FOUNDATION INC

  $133,000

  2022 · For general scholarship support.

• FOUNDATION FOR THE CAROLINAS

  $100,000

  2023 · CHARITABLE GIFT

• FOUNDATION FOR THE CAROLINAS

  $100,000

  2024 · CHARITABLE GIFT

• FOUNDATION FOR THE CAROLINAS

  $100,000

  2022 · CHARITABLE GIFT

• NATIONAL COLLEGIATE ATHLETIC ASSOCIATION

  $58,890

  2022 · Grants/Scholarships

• JACK MILLER CENTER FOR TEACHING AMERICAS FOUNDING PRINCIPLES AND

  $52,045

  2025 · HISTORY/GOV'T PROGRA

• NATIONAL COLLEGIATE ATHLETIC ASSOCIATION

  $50,271

  2023 · Grants/Scholarships

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files