Civic Intelligence

The Loftis Foundation Inc

990PF • Fiscal year 2017 • EIN 58-2110528

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
1202 Seminole CircleMoore Haven, FL 33471

(239) 561-3795

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

30th percentile

-1.0%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,497,263

Down $54,493 (-1.0%) from 2016

Net Assets

Down

$5,497,263

Down $54,493 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin13th percentile

Revenue

Up

$231,666

Up $70,944 (+44%) from 2016

Expenses

Up

$286,159

Up $130,849 (+84%) from 2016

Net Income

Down

-$54,493

Down $59,905 (-1107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2011: $4,413,998Liabilities 2011: $3632011Assets 2012: $3,738,327Liabilities 2012: $3632012Assets 2013: $4,951,379Liabilities 2013: $02013Assets 2014: $4,940,839Liabilities 2014: $02014Assets 2015: $5,546,344Liabilities 2015: $0Net Assets 2015: $5,546,3442015Assets 2016: $5,551,756Liabilities 2016: $0Net Assets 2016: $5,551,7562016Assets 2017: $5,497,263Liabilities 2017: $0Net Assets 2017: $5,497,2632017Assets 2018: $5,343,771Liabilities 2018: $4,885Net Assets 2018: $5,338,8862018Assets 2019: $5,233,723Liabilities 2019: $0Net Assets 2019: $5,233,7232019Assets 2020: $5,750,688Liabilities 2020: $0Net Assets 2020: $5,750,6882020Assets 2021: $7,136,915Liabilities 2021: $0Net Assets 2021: $7,136,9152021Assets 2022: $8,665,674Liabilities 2022: $0Net Assets 2022: $8,665,6742022Assets 2023: $8,315,399Liabilities 2023: $0Net Assets 2023: $8,315,3992023Assets 2024: $7,960,291Liabilities 2024: $0Net Assets 2024: $7,960,2912024

Highlighted filing

2017

Assets$5,497,263
Liabilities$0
Net Assets$5,497,263
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $106,852Expenses 2011: $138,984Net Income 2011: -$32,1322011Revenue 2012: -$183,943Expenses 2012: $491,728Net Income 2012: -$675,6712012Revenue 2013: $1,425,935Expenses 2013: $212,520Net Income 2013: $1,213,4152013Revenue 2014: $491,628Expenses 2014: $275,959Net Income 2014: $215,6692014Revenue 2015: $785,547Expenses 2015: $180,042Net Income 2015: $605,5052015Revenue 2016: $160,722Expenses 2016: $155,310Net Income 2016: $5,4122016Revenue 2017: $231,666Expenses 2017: $286,159Net Income 2017: -$54,4932017Revenue 2018: $173,940Expenses 2018: $332,317Net Income 2018: -$158,3772018Revenue 2019: $210,711Expenses 2019: $315,874Net Income 2019: -$105,1632019Revenue 2020: $736,679Expenses 2020: $219,714Net Income 2020: $516,9652020Revenue 2021: $1,877,201Expenses 2021: $490,974Net Income 2021: $1,386,2272021Revenue 2022: $1,959,536Expenses 2022: $430,777Net Income 2022: $1,528,7592022Revenue 2023: $146,956Expenses 2023: $490,821Net Income 2023: -$343,8652023Revenue 2024: $143,141Expenses 2024: $493,943Net Income 2024: -$350,8022024

Highlighted filing

2017

Revenue$231,666
Expenses$286,159
Net Income-$54,493
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W LOFTISPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Loftis Foundation Inc
EIN
58-2110528
Phone
2395613795
Address
1202 SEMINOLE CIRCLE, MOORE HAVEN, FL 33471

Signing Officer

Name
Robert W Loftis
Title
President
Phone
2395613795
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wiltshire Whitley Richardson English Pa
Address
5249 SUMMERLIN COMMONS BLVD STE 100, FORT MYERS, FL 33907
Preparer
Steven R Whitley CPA
Phone
2393349191
Raw XML Appendix360 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT W LOFTIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOORE HAVEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033471
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08639838070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0103500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST CHRISTIAN CHURCH OF FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GATEWAY CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEAYS VALLEY CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FEED MY SHEEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02061 MCGREGOR BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1422 B STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26562 TEAYS VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34126 ROLLING GROVE COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST ALBANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SCOTT DEPOT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd225560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333810
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0254515
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0144860
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0109655
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0294746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254515
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0149886
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0109655
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SEMINARS/TRAINING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0310
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1856
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018779
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES- NORTHERN TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018779
TaxesSchedule/TaxesDetail/Amt03527
TaxesSchedule/TaxesDetail/Amt14285
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14285
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W LOFTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02395613795
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOFTIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOFT
ReturnHeader/Filer/EIN0582110528
ReturnHeader/Filer/PhoneNum02395613795
ReturnHeader/Filer/USAddress/AddressLine1Txt01202 SEMINOLE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0MOORE HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033471
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C7F8FB72E9D319CB53C74614473133A0A4726547
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.101.13.0
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm019:16:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650129793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILTSHIRE WHITLEY RICHARDSON ENGLISH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05249 SUMMERLIN COMMONS BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02393349191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R WHITLEY CPA
ReturnHeader/ReturnTs02018-11-15T19:18:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,497,263
Liabilities
$0
Net assets
$5,497,263
Revenue
$231,666
Expenses
$286,159
Net income
-$54,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.14$0.49$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.15$0.49$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.96$0.43$1.53
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.88$0.49$1.39
2020Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.74$0.22$0.52
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.21$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.17$0.33$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.23$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.16$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.79$0.18$0.61
2014Summary only. Only limited summary data is available for this year.$4.94$0.00$0.49$0.28$0.22
2013Summary only. Only limited summary data is available for this year.$4.95$0.00$1.43$0.21$1.21
2012Summary only. Only limited summary data is available for this year.$3.74$0.00$0.18$0.49$0.68
2011Summary only. Only limited summary data is available for this year.$4.41$0.00$0.11$0.14$0.03