Civic Intelligence

The Loralee Foundation

990PF • Fiscal year 2018 • EIN 45-3036156

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 06, 2019

14409-b Fitzhugh RdAustin, TX 78736

(512) 263-8383

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

92nd percentile

115%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Up

$195,885

Up $153,529 (+362%) from 2016

Net Assets

Up

$195,885

Up $155,979 (+391%) from 2016

Liabilities

Down

$0

Down $2,450 (-100%) from 2016

Revenue

Up

$246,354

Up $81,724 (+50%) from 2016

Expenses

Up

$212,994

Up $47,713 (+29%) from 2016

Net Income

Up

$33,360

Up $34,011 (+5224%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $77,176Liabilities 2014: $2,030Net Assets 2014: $75,1462014Assets 2015: $41,310Liabilities 2015: $2,450Net Assets 2015: $38,8602015Assets 2016: $42,356Liabilities 2016: $2,450Net Assets 2016: $39,9062016Assets 2018: $195,885Liabilities 2018: $0Net Assets 2018: $195,8852018Assets 2019: $243,347Liabilities 2019: $0Net Assets 2019: $243,3472019Assets 2020: $268,759Liabilities 2020: $0Net Assets 2020: $268,7592020Assets 2021: $271,122Liabilities 2021: $0Net Assets 2021: $271,1222021Assets 2022: $225,786Liabilities 2022: $0Net Assets 2022: $225,7862022Assets 2023: $329,179Liabilities 2023: $0Net Assets 2023: $329,1792023Assets 2024: $376,041Liabilities 2024: $8,241Net Assets 2024: $367,8002024

Highlighted filing

2018

Assets$195,885
Liabilities$0
Net Assets$195,885

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $53,209Expenses 2012: $53,209Net Income 2012: $02012Revenue 2013: $173,090Expenses 2013: $173,090Net Income 2013: $02013Revenue 2014: $123,972Expenses 2014: $58,568Net Income 2014: $65,4042014Revenue 2015: $94,086Expenses 2015: $130,372Net Income 2015: -$36,2862015Revenue 2016: $164,630Expenses 2016: $165,281Net Income 2016: -$6512016Revenue 2018: $246,354Expenses 2018: $212,994Net Income 2018: $33,3602018Revenue 2019: $462,340Expenses 2019: $414,878Net Income 2019: $47,4622019Revenue 2020: $318,361Expenses 2020: $292,949Net Income 2020: $25,4122020Revenue 2021: $718,162Expenses 2021: $715,799Net Income 2021: $2,3632021Revenue 2022: $2,033,496Expenses 2022: $2,078,832Net Income 2022: -$45,3362022Revenue 2023: $901,866Expenses 2023: $798,473Net Income 2023: $103,3932023Revenue 2024: $888,361Expenses 2024: $849,740Net Income 2024: $38,6212024

Highlighted filing

2018

Revenue$246,354
Expenses$212,994
Net Income$33,360
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 6, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

To offer support to individuals, charities and organizations who can benefit from a therapeutic outdoor environment and wish to make a difference in their communities through use of our facilities.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RHONDA ZIEGERDirectorPT$47,200-$47,200
JAMES D SPRYPresident-$0--
MELISSA TERRYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Loralee Foundation
EIN
45-3036156
Phone
5122638383
Address
14409-B FITZHUGH RD, AUSTIN, TX 78736

Signing Officer

Name
James D Spry
Title
President
Signed
2019-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Hospital Housekeeping Systems LLC
Address
12495 Silver Creek Rd, Dripping Springs, TX 78620
Preparer
Jerry Brown
Phone
5124781888
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt0429526
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0162525
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt032256
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0196199
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078736
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RHONDA ZIEGER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05122638383
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.LORALEEFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION OFFERS EQUINE THERAPY AND USE OF THE FOUNDATION PROPERTY AT NO COST. THIS INCLUDES DINING HALL, DORMS AND CABINS, RIDING ARENA, PETTING ZOO, BASEBALL FIELD, SOCCER FIELD, SAND VOLLEYBALL, BASKETBALL AND OTHER OUTDOOR FACILITIES. DURING 2018 THE FOUNDATION PROPERTY WAS USED BY 13 DIFFERENT CHARITABLE ORGANIZATIONS INCLUDING, THE SETTLEMENT HOME, FOSTER VILLAGE, RUDYS RAINBOW ORGANIZATION, DS HOMETOWN MISSIONS BOARD, OPERATION WARRIOR, HELPING HANDS HOME, TEXAS BAPTIST CHILDRENS HOME, THE BURKE CENTER FOR YOUTH GROUP AND OTHERS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0249138
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RHONDA ZIEGER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05122638383
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014409-B FITZHUGH RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AUSTIN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES D SPRY
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0JAMES D SPRY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES D SPRY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012350 PAULS VALLEY RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AUSTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078737
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0248928
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04473
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt111104
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt221450
LandEtcSchedule2/LandEtcGrp/BookValueAmt021123
LandEtcSchedule2/LandEtcGrp/BookValueAmt1152603
LandEtcSchedule2/LandEtcGrp/BookValueAmt23550
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt025596
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1163707
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt225000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt021123
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1152603
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt23550
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FUEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSE AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7TRASH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9VETERINARY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030345
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15733
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22887
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31473
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4727
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53621
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt628184
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7858
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt85659
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt94983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15733
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22887
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4727
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53621
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt628184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7858
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt85659
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt94983
TaxesSchedule/TaxesDetail/Amt06279
TaxesSchedule/TaxesDetail/Amt116370
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06279
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt116370
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D SPRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LORALEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LORA
ReturnHeader/Filer/EIN0453036156
ReturnHeader/Filer/PhoneNum05122638383
ReturnHeader/Filer/USAddress/AddressLine1Txt014409-B FITZHUGH RD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078736
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742983259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hospital Housekeeping Systems LLC

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