2023-11-15T11:31:29-06:00 2022-12-31 271235638 MCM CPAS & ADVISORS LLP 101 S FIFTH STREET SUITE 2100 LOUISVILLE KY 40202 990 2022-01-01 823884798 LEE INITIATIVE INC LEEI 9548736447 610 W MAGNOLIA AVE LOUISVILLE KY 40208 EDWARD LEE CREATIVE DIRECTOR 9548736447 2023-11-14 1 EDWARD LEE 999009999 0 THERESA BATLINER CPA P00543162 5027491900 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDWARD LEE 610 W MAGNOLIA AVE LOUISVILLE KY 40208 2733653 0 X WWW.LEEINITIATIVE.ORG X 2017 KY ADMINISTER PROGRAMS THAT ADDRESS THE NEED FOR MORE EQUITY, DIVERSITY, SUSTAINABILITY AND COMPASSION IN THE RESTAURANT INDUSTRY. PROVIDE CONTINUING EDUCATION, JOB TRAINING, MENTORSHIP, LEADERSHIP OPPORTUNITIES AND RESOURCES TO INDEPENDENT RESTAURANT OPERATORS AND EMPLOYEES. PROVIDE DIRECT RELIEF AND RESOURCES TO OUR COMMUNITY. 4 4 7 12 0 0 4081010 2729062 0 0 0 0 -41133 -23170 4039877 2705892 2413207 2001674 0 0 442396 432626 0 0 339749 346108 312367 3201711 2746667 838166 -40775 1682366 1531565 131853 21827 1550513 1509738 X ADMINISTER PROGRAMS THAT ADDRESS THE NEED FOR MORE EQUITY, DIVERSITY, SUSTAINABILITY AND COMPASSION IN THE RESTAURANT INDUSTRY. PROVIDE CONTINUING EDUCATION, JOB TRAINING, MENTORSHIP, LEADERSHIP OPPORTUNITIES AND RESOURCES TO INDEPENDENT RESTAURANT OPERATORS AND EMPLOYEES. PROVIDE DIRECT RELIEF AND RESOURCES TO OUR COMMUNITY. 0 0 1095000 1095000 FISCAL AGENT FOR SOUTHERN RESTAURANTS FOR RACIAL JUSTICE, A PROGRAM THAT PROVIDES GRANTS TO BLACK OWNED RESTAURANTS AND FOOD BUSINESSES ACROSS AMERICA. 95577 95577 A PROGRAM FOR WOMEN CULINARY AND SPIRITS PROFESSIONALS THAT FOCUSES ON LEADERSHIP DEVELOPMENT, MENTORSHIP AND EDUCATION OPPORTUNTIES FOR PROGRAM PARTICIPANTS. 963920 811097 RESTAURANT WORKERS RELIEFPROVIDED ASSISTANCE TO VULNERABLE POPULATIONS AFFECTED BY NATURAL DIASTER IN EASTERN KENTUCKY. 2154497 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 KY X EDWARD LEE 5027497933 412 S FOURTH STREET LOUISVILLE KY 40202 LINDSEY OFCACEK MANAGING DIRECTOR 55.00 X 103346 0 0 EDWARD LEE CREATIVE DIRECTOR 10.00 X 50000 0 0 BEN JOHNSON PRESIDENT 1.00 X X 0 0 0 KAREN KEITH VICE PRESIDENT 1.00 X X 0 0 0 BEN ROBINSON TREASURER 1.00 X X 0 0 0 SHAUNTRICE MARTIN SECRETARY 1.00 X X 0 0 0 153346 0 0 1 0 0 0 0 35840 2693222 43564 2729062 0 35840 27761 -27761 -27761 4591 0 4591 4591 2705892 0 0 -23170 2001674 2001674 153346 37838 61294 54214 279280 92411 71229 115640 12000 12000 43062 16419 26643 67180 67180 22589 835 20666 1088 94689 94689 30307 5320 18049 6938 MISCELLANEOUS 35815 35815 FINANCE AND SERVICE FEE 5446 5446 TAXES AND LICENSES 1279 1279 2746667 2154497 252421 339749 1607086 1453628 0 1077 93199 31790 75280 61409 15451 1682366 1531565 131853 6651 0 15176 131853 21827 X 747344 429003 803169 1080735 1550513 1509738 1682366 1531565 -40775 0 X X 0 1 X 1 0 X 80294 115761 5528294 4081010 2729062 12534421 80294 115761 5528294 4081010 2729062 12534421 3988078 8546343 3426 4591 8017 12542438 2781941 0.68140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90059 28650 61409 3140 3140 0 61409 LEASE LIABILITY 15176 15176 X 2811653 78000 27761 105761 2705892 0 2705892 2852428 78000 27761 105761 2746667 0 2746667 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 27,761. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 27,761. 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X 2 43564 COST 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY PERSONS (AS DEFINED IN THE POLICY) ARE REQUIRED TO DISCLOSE CONFLICTS AS SOON AS THEY BECOME AWARE OF THEM. IN ADDITION, EACH INDIVIDUAL IS REQUIRED TO SIGN AN ANNUAL DISCLOSURE STATEMENT. AFTER THERE HAS BEEN DISCLOSURE OF A POTENTIAL CONFLICT AND AFTER GATHERING ANY RELEVANT INFORMATION FROM THE CONCERNED DIRECTOR, OFFICER OR KEY PERSON, THE AUDIT COMMITTEE SHALL DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. THE DIRECTOR, OFFICER OR KEY PERSON SHALL NOT BE PRESENT FOR DELIBERATION OR VOTE ON THE MATTER AND MUST NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS. THE MINUTES OF ANY BOARD MEETING AT WHICH A MATTER INVOLVING A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST WAS DISCUSSED OR VOTED UPON SHALL INCLUDE: A. THE NAME OF THE INTERESTED PARTY AND THE NATURE OF THE INTEREST; B. THE DECISION AS TO WHETHER THE INTEREST PRESENTED A CONFLICT OF INTEREST; C. ANY ALTERNATIVES TO A PROPOSED CONTRACT OR TRANSACTION CONSIDERED BY THE BOARD; AND D. IF THE TRANSACTION WAS APPROVED, THE BASIS FOR THE APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES A PROPOSED SALARY BY THE BOARD BASED ON AVERAGE NUMBER OF HOURS WORKED. THE SALARY IS THEN VOTED ON AND APPROVED BY BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADDRESS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.