Overflow Foundation exists in memory of Phillip Lee Jr, to promote mental wellness in the community, Pouring Hope into Life (PHIL) by leading individuals to take next steps towards greater resilience, independence, and recovery.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 30 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$21K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
45 mo
of spending, in cash
Looks good: 44.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 12 voting members
Looks good: 11 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$476K
+488% vs prior year
Spent
$114K
To programs
76%
Net assets
$420K
By yearFY2020–FY2024
Revenue
$476K
FY2024▲ +488%
Tap a bar for its year
Revenue by fiscal year
FY2020$43K
FY2021$64K
FY2022$64K
FY2023$81K
FY2024$476K
Net assets
$420K
FY2024▲ +631%
Tap a bar for its year
Net assets by fiscal year
FY2020$23K
FY2021$30K
FY2022$27K
FY2023$57K
FY2024$420K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $87K Management & general 8% · $9K Fundraising 16% · $18K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $21K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$21,029Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Teresa R Lee RN Bsn’s $21K as Executive Director is at the 11th percentile of top reported officer pay among 2094 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Teresa R Lee RN Bsn$21,029$15,780$13,200$14,326$10,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Overflow Foundation LLC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes mental wellness by guiding people toward resilience, independence, and recovery.

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Provided by the organization

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3 programs · $87K · in their own filed words · FY2024
01

Clubhouse community mental health service

$61Kprogram expense
02

Mental health awareness, prevention and finacial assistance

$18Kprogram expense
03

Mental health education

$8Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$476K
Ln 12
Gifts and grantsLn 1h$458K
Investment incomeLn 3$9K
Fees for servicesLn 2g$9K
Money outPt IX
$114K
Ln 25
Programscol B$87K
Managementcol C$9K
Fundraisingcol D$18K
Owns and owesPt X
$420K
net assets · Ln 32
Cash and savingsLn 1–2$423K
Total assetsLn 16$423K
LiabilitiesLn 26$4K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$458K
Fundraising eventsLn 1c$48K
Fees for servicesLn 2g$9K
Investment incomeLn 3$9K
Total revenueLn 12$476K
Assets in detailPt X, end of year
CashLn 1$89K
SavingsLn 2$334K
Cash and savings togetherLn 1–2$423K
Total assetsLn 16$423K
LiabilitiesLn 26$4K
Net assetsLn 32$420K
OperationsPt I, VI
EmployeesI 52
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$58K$423K
Total assetsLn 16$58K$423K
LiabilitiesLn 26$979$4K
Net assetsLn 32$57K$420K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$21K$19K$2K
Other salaries and wagesLn 7$11K$11K
Payroll taxesLn 10$2K$2K$122
Accounting feesLn 11c$900$900
Other fees for servicesLn 11g$6K$3K$3K
Office expensesLn 13$2K$2K
Conferences, conventions and meetingsLn 19$7K$7K$880
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$26K$26K$39
All other expensesLn 24e$33K$13K$2K$18K
Total functional expensesLn 25$114K$87K$9K$18K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $476K$114K$362K$420K 990 PDF
FY2023 $81K$57K 990 PDF
FY2022 $64K$27K 990 PDF
FY2021 $64K$30K 990 PDF
FY2020 $43K$23K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $476,049 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $61,002$458,480
I-9 Program service revenuePrior year $3,670$8,640
I-10 Investment income$8,929
I-11 Other revenuePrior year $16,306$0
I-12 Total revenuePrior year $80,978$476,049
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $15,780$34,063
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $34,395$79,830
I-18 Total expensesPrior year $50,175$113,893
I-19 Revenue less expensesPrior year $30,803$362,156
Part VI · Governance 11 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $476,049 across 7 lines filed
VIII-1c Fundraising events$48,497
VIII-1f All other contributions, gifts and grants$409,983
VIII-1h Total contributions, gifts and grants$458,480
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,640$8,640
VIII-3 Investment incomeRelated to mission $8,929$8,929
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $17,569 · Unrelated business $0 · Excluded from tax $0$476,049
Part IX · Statement of functional expenses $113,893 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $18,926 · Management $2,103$21,029
IX-7 Other salaries and wagesPrograms $10,600$10,600
IX-10 Payroll taxesPrograms $2,312 · Management $122$2,434
IX-11c Accounting feesManagement $900$900
IX-11g Other fees for servicesPrograms $2,600 · Management $3,000$5,600
IX-13 Office expensesPrograms $2,099$2,099
IX-19 Conferences, conventions and meetingsPrograms $6,550 · Management $880$7,430
IX-23 InsurancePrograms $4,824$4,824
IX-24 Other expenses (24a–d)Programs $25,898 · Management $39$25,937
IX-24e All other expensesPrograms $12,767 · Management $1,900 · Fundraising $18,373$33,040
IX-25 Total functional expensesPrograms $86,576 · Management $8,944 · Fundraising $18,373$113,893
Part X · Balance sheet $423,263 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $58,380$89,334
X-2 Savings and temporary cash investments$333,929
X-16 Total assetsStart of year $58,380$423,263
X-25 Other liabilitiesStart of year $979$3,706
X-26 Total liabilitiesStart of year $979$3,706
X-32 Total net assets or fund balancesStart of year $57,401$419,557
X-33 Total liabilities and net assetsStart of year $58,380$423,263
Part XI · Reconciliation of net assets $419,557 net assets at year end
XI-1 Total revenue$476,049
XI-2 Total expenses$113,893
XI-3 Revenue less expenses$362,156
XI-4 Net assets at start of year$57,401
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$419,557

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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