Civic Intelligence

Jim and Rebecca Loree Foundation Inc.

990PF • Fiscal year 2012 • EIN 26-3986869

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 15, 2013

Organization Profile
188 Garden Street06032
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

95th percentile

159%

Faster asset growth than 95% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$233,376

Up $143,283 (+159%) from 2011

Net Assets

Up

$233,376

Up $145,801 (+166%) from 2011

Liabilities

Down

$0

Down $2,518 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$9,000

Up $1,135 (+14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $93,210Liabilities 2010: $1,500Net Assets 2010: $91,7102010Assets 2011: $90,093Liabilities 2011: $2,518Net Assets 2011: $87,5752011Assets 2012: $233,376Liabilities 2012: $0Net Assets 2012: $233,3762012Assets 2013: $231,777Liabilities 2013: $17,000Net Assets 2013: $214,7772013Assets 2014: $243,218Liabilities 2014: $15,000Net Assets 2014: $228,2182014Assets 2015: $466,010Liabilities 2015: $25,000Net Assets 2015: $441,0102015Assets 2016: $1,462,611Liabilities 2016: $107,188Net Assets 2016: $1,355,4232016Assets 2019: $1,633,836Liabilities 2019: $0Net Assets 2019: $1,633,8372019Assets 2020: $1,607,846Liabilities 2020: $0Net Assets 2020: $1,607,8462020Assets 2021: $1,455,212Liabilities 2021: $0Net Assets 2021: $1,455,2122021Assets 2022: $1,574,542Liabilities 2022: $0Net Assets 2022: $1,574,5422022Assets 2023: $1,476,500Liabilities 2023: $0Net Assets 2023: $1,476,5002023Assets 2024: $1,317,262Liabilities 2024: $0Net Assets 2024: $1,317,2622024

Highlighted filing

2012

Assets$233,376
Liabilities$0
Net Assets$233,376
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $5,2902010Expenses 2011: $7,8652011Expenses 2012: $9,0002012Revenue 2013: $5,271Expenses 2013: $23,870Net Income 2013: -$18,5992013Revenue 2014: $30,291Expenses 2014: $16,850Net Income 2014: $13,4412014Revenue 2015: $251,935Expenses 2015: $39,143Net Income 2015: $212,7922015Revenue 2016: $1,048,120Expenses 2016: $133,707Net Income 2016: $914,4132016Revenue 2019: $579,327Expenses 2019: $6,850Net Income 2019: $572,4772019Revenue 2020: $53,233Expenses 2020: $79,224Net Income 2020: -$25,9912020Revenue 2021: $158,050Expenses 2021: $372,598Net Income 2021: -$214,5482021Revenue 2022: $64,615Expenses 2022: $12,785Net Income 2022: $51,8302022Revenue 2023: $107,358Expenses 2023: $205,400Net Income 2023: -$98,0422023Revenue 2024: $74,233Expenses 2024: $233,471Net Income 2024: -$159,2382024

Highlighted filing

2012

Revenue-
Expenses$9,000
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA KC LOREEPresident-$0--
JAMES LOREEVP-$0--
SUSANNA KANTHERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE BUSHNELL CENTER FOR THEGENERAL AND CHARITABLEPUBLICHARTFORD, CT, US$5,000
Paid GrantWASHINGTON COLLEGEGENERAL AND CHARITABLEPRIVATECHESTERTOWN, MD, US$2,500
Filing and Contact Details

Filer

EIN
26-3986869
Raw XML Appendix287 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.

Path#Value
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CompensationExplanation/Compensation/PersonName1JAMES LOREE
CompensationExplanation/Compensation/PersonName2SUSANNA KANTHER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis010424
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis173591
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02009-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice024125
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice180767
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0STANLEY BLACK AND DECKER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1STANLEY BLACK AND DECKER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet013701
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet17176
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0128310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0147940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0STANLEY BLACK AND DECKER
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0154801
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IRS990PF/BalanceSheets/TotalAssetsBOY090093
IRS990PF/BalanceSheets/TotalAssetsEOY0233376
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0233376
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY087575
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted06614
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj06614
IRS990PF/DistributableAmount/DistributableAmountBeforeDed06614
IRS990PF/DistributableAmount/MinimumInvestmentReturn06614
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0253006
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0134293
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06076
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0128217
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02014
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn06614
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0132279
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition03.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0REBECCA KC LOREE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES LOREE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSANNA KANTHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10188 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11188 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121502-A MCALLISTER ST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21188 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine221052-A MCALLISTER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FARMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FARMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN FRANCISCO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106032
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.069959
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.069959
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.069959
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07500
IRS990PF/QualifyingDistributions/ExpensesAndContributions07500
IRS990PF/QualifyingDistributions/QualifyingDistributions07500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAMES LOREE TREASURER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08603217707
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FARMINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006032
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WASHINGTON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE BUSHNELL CENTER FOR THE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20PERFORMING ARTS
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IRS990PF/UndistributedIncome/ExcessFromYear102140
IRS990PF/UndistributedIncome/ExcessFromYear20610
IRS990PF/UndistributedIncome/ExcessFromYear30231
IRS990PF/UndistributedIncome/QualifyingDistributions07500
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IRS990PF/UndistributedIncome/TotalCorpus03867
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0130978
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode006032
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JIM REBECCA LOREE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI11
IRS990ScheduleB/NoncashProperty/DateReceived02012-04-15
IRS990ScheduleB/NoncashProperty/DateReceived12012-11-05
IRS990ScheduleB/NoncashProperty/FairMarketValue02568
IRS990ScheduleB/NoncashProperty/FairMarketValue1140880
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0MONEY TO PAY OPERATING EXPENSE
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1STANLEY STOCK
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0150
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue02518
OtherLiabilitiesSchedule/OtherLiabilities/Description0CREDIT CARD PAYABLE
TaxesSchedule/Taxes/Amount050
TaxesSchedule/Taxes/Category0FILING FEE
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263986869
ReturnHeader/Filer/Name/BusinessNameLine10JIM AND REBECCA LOREE FOUNDATION I
ReturnHeader/Filer/NameControl0JIMA
ReturnHeader/Filer/USAddress/AddressLine10188 GARDEN STREET
ReturnHeader/Filer/USAddress/City0FARMINGTON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006032
ReturnHeader/Officer/DateSigned02013-09-15
ReturnHeader/Officer/Name0JIM LOREE
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-09-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ADAMS SAMARTINO & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 273
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BRISTOL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0060110273
ReturnHeader/Preparer/Name0SAMARTINO MICHAEL J
ReturnHeader/Preparer/Phone08605838675
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-07T06:08:11-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,376
Liabilities
$0
Net assets
$233,376
Revenue
-
Expenses
$9,000
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.23$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.01$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.16$0.37$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.58$0.01$0.57
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.11$1.36$1.05$0.13$0.91
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$0.25$0.04$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.23$0.03$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.21$0.01$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01