Civic Intelligence

Jim and Rebecca Loree Foundation Inc.

990PF • Fiscal year 2015 • EIN 26-3986869

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 02, 2016

Organization Profile
188 Garden StreetFarmington, CT 06032

(860) 321-7707

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

92%

Faster asset growth than 92% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

732%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$466,010

Up $222,792 (+92%) from 2014

Net Assets

Up

$441,010

Up $212,792 (+93%) from 2014

Liabilities

Up

$25,000

Up $10,000 (+67%) from 2014

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin96th percentile

Revenue

Up

$251,935

Up $221,644 (+732%) from 2014

Expenses

Up

$39,143

Up $22,293 (+132%) from 2014

Net Income

Up

$212,792

Up $199,351 (+1483%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2015

Assets$466,010
Liabilities$25,000
Net Assets$441,010
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

2015

Revenue$251,935
Expenses$39,143
Net Income$212,792
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA KC LOREEPresident-$0--
JAMES LOREEVP-$0--
SUSANNA KANTHERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jim and Rebecca Loree
EIN
26-3986869
Address
188 GARDEN STREET, FARMINGTON, CT 06032

Signing Officer

Name
James Loree
Title
VP
Signed
2016-08-02

Preparer

Firm
Adams Samartino & Company Pc
Address
PO BOX 273, BRISTOL, CT 06011-0273
Preparer
Samartino Michael J
Phone
8605838675
Raw XML Appendix310 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017221
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033984
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02140
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020279
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034594
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014315
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JIM REBECCA LOREE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0188 GARDEN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FARMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006032
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0246114
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020154
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1225960
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MONEY TO PAY OPERATING EXPENSE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1STOCK DONATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-01-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-11-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2154
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt025000
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LOREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIM AND REBECCA LOREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JIMA
ReturnHeader/Filer/EIN0263986869
ReturnHeader/Filer/USAddress/AddressLine1Txt0188 GARDEN STREET
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006032
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061149587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADAMS SAMARTINO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 273
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRISTOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060110273
ReturnHeader/PreparerPersonGrp/PhoneNum08605838675
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMARTINO MICHAEL J
ReturnHeader/ReturnTs02016-08-08T07:40:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466,010
Liabilities
$25,000
Net assets
$441,010
Revenue
$251,935
Expenses
$39,143
Net income
$212,792
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