Civic Intelligence

The Loralee Foundation

990PF • Fiscal year 2020 • EIN 45-3036156

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 14, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

8.0%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$38,861

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-31%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$268,759

Up $25,412 (+10%) from 2019

Net Assets

Up

$268,759

Up $25,412 (+10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$318,361

Down $143,979 (-31%) from 2019

Expenses

Down

$292,949

Down $121,929 (-29%) from 2019

Net Income

Down

$25,412

Down $22,050 (-46%) from 2019

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

2020

Assets$268,759
Liabilities$0
Net Assets$268,759

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

2020

Revenue$318,361
Expenses$292,949
Net Income$25,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 14, 2021
Return Version
2020v4.1
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$38,861-$38,861
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
Phone
5122638383
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Hospital Housekeeping Systems LLC
Address
12495 SILVER CREEK RD, DRIPPING SPRINGS, TX 78620-5584
Preparer
Jerry Brown
Phone
5124781888
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02265
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IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0223413
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0247523
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212350 PAULS VALLEY RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0317769
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

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