Civic Intelligence

The Long Bay Charitable Foundation

990PF • Fiscal year 2020 • EIN 13-3047543

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
9990 Coconut RoadBonita Springs, FL 34135

(212) 237-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-25%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,687,457

Up $116,980 (+3.3%) from 2019

Net Assets

Up

$3,687,457

Up $116,980 (+3.3%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin70th percentile

Revenue

Down

$632,789

Down $210,064 (-25%) from 2019

Expenses

Down

$515,809

Down $17,082 (-3.2%) from 2019

Net Income

Down

$116,980

Down $192,982 (-62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,044,134Liabilities 2011: $02011Assets 2012: $2,773,503Liabilities 2012: $0Net Assets 2012: $2,773,5032012Assets 2013: $3,713,333Liabilities 2013: $1Net Assets 2013: $3,713,3332013Assets 2014: $4,135,694Liabilities 2014: $1Net Assets 2014: $4,135,6942014Assets 2015: $3,604,012Liabilities 2015: $12015Assets 2016: $2,946,790Liabilities 2016: $0Net Assets 2016: $2,946,7902016Assets 2017: $2,870,695Liabilities 2017: $0Net Assets 2017: $2,870,6952017Assets 2018: $3,260,515Liabilities 2018: $0Net Assets 2018: $3,260,5152018Assets 2019: $3,570,477Liabilities 2019: $1Net Assets 2019: $3,570,4772019Assets 2020: $3,687,457Liabilities 2020: $0Net Assets 2020: $3,687,4572020Assets 2021: $3,991,303Liabilities 2021: $0Net Assets 2021: $3,991,3032021Assets 2022: $3,912,890Liabilities 2022: $0Net Assets 2022: $3,912,8902022Assets 2023: $3,241,866Liabilities 2023: $12023Assets 2024: $2,877,063Liabilities 2024: $0Net Assets 2024: $2,877,0632024

Highlighted filing

2020

Assets$3,687,457
Liabilities$0
Net Assets$3,687,457
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $563,276Expenses 2011: $1,647,296Net Income 2011: -$1,084,0202011Expenses 2012: $417,7882012Revenue 2013: $1,030,680Expenses 2013: $90,850Net Income 2013: $939,8302013Revenue 2014: $532,031Expenses 2014: $109,670Net Income 2014: $422,3612014Revenue 2015: $103,787Expenses 2015: $1,156,716Net Income 2015: -$1,052,9292015Revenue 2016: $21,444Expenses 2016: $678,666Net Income 2016: -$657,2222016Revenue 2017: $497,560Expenses 2017: $573,655Net Income 2017: -$76,0952017Revenue 2018: $545,283Expenses 2018: $155,463Net Income 2018: $389,8202018Revenue 2019: $842,853Expenses 2019: $532,891Net Income 2019: $309,9622019Revenue 2020: $632,789Expenses 2020: $515,809Net Income 2020: $116,9802020Revenue 2021: $459,322Expenses 2021: $155,476Net Income 2021: $303,8462021Revenue 2022: $5,499,132Expenses 2022: $5,577,545Net Income 2022: -$78,4132022Revenue 2023: $364,984Expenses 2023: $1,036,008Net Income 2023: -$671,0242023Revenue 2024: $724,200Expenses 2024: $1,089,003Net Income 2024: -$364,8032024

Highlighted filing

2020

Revenue$632,789
Expenses$515,809
Net Income$116,980
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE S UKLEJAVice President-$0--
LINDA S LUCASVice President-$0--
DAVID LUCASChairman-$0--
BRIAN LUCASPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Long Bay Charitable Foundation
EIN
13-3047543
Phone
2122371000
Address
9990 COCONUT ROAD, BONITA SPRINGS, FL 34135

Signing Officer

Name
David H Lucas
Title
President
Phone
2122371000
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
2600 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Daniel Holthaus
Phone
4123387200
Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1845057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TITAN PARTNERS L.P.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUISE S UKLEJA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID LUCAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN LUCAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0463590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0831166
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01438660
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DELAWARE FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1831
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerPersonGrp/PhoneNum04123387200
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ReturnHeader/ReturnTs02021-11-11T13:27:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUCAS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,687,457
Liabilities
$0
Net assets
$3,687,457
Revenue
$632,789
Expenses
$515,809
Net income
$116,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.72$1.09$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$0.36$1.04$0.67
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$5.50$5.58$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.46$0.16$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.63$0.52$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.84$0.53$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.55$0.16$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.50$0.57$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.02$0.68$0.66
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.00$0.10$1.16$1.05
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.53$0.11$0.42
2013Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.03$0.09$0.94
2012Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.42
2011Summary only. Only limited summary data is available for this year.$3.04$0.00$0.56$1.65$1.08