Civic Intelligence

Lubee Foundation Inc. Cumberland Bldg

990PF • Fiscal year 2017 • EIN 65-0145696

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 09, 2017

201 SE 19th StreetFt Lauderdale, FL 33316

(352) 485-1250

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

30th percentile

-4.7%

Higher net margin than 30% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

0.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$711,525

Down $33,371 (-4.5%) from 2016

Net Assets

Down

$706,310

Down $33,962 (-4.6%) from 2016

Liabilities

Up

$5,215

Up $591 (+13%) from 2016

Revenue

Up

$716,305

Up $4,233 (+0.6%) from 2016

Expenses

Down

$750,267

Down $3,963 (-0.5%) from 2016

Net Income

Up

-$33,962

Up $8,196 (+19%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,098,854Liabilities 2011: $9,9152011Assets 2012: $1,078,027Liabilities 2012: $10,0772012Assets 2013: $875,495Liabilities 2013: $10,8172013Assets 2014: $817,717Liabilities 2014: $11,907Net Assets 2014: $805,8102014Assets 2015: $789,005Liabilities 2015: $6,575Net Assets 2015: $782,4302015Assets 2016: $744,896Liabilities 2016: $4,624Net Assets 2016: $740,2722016Assets 2017: $711,525Liabilities 2017: $5,215Net Assets 2017: $706,3102017Assets 2018: $669,802Liabilities 2018: $4,639Net Assets 2018: $665,1632018Assets 2019: $741,383Liabilities 2019: $1,202Net Assets 2019: $740,1812019Assets 2020: $833,675Liabilities 2020: $79,700Net Assets 2020: $753,9752020Assets 2021: $699,685Liabilities 2021: $626Net Assets 2021: $699,0592021Assets 2022: $796,856Liabilities 2022: $626Net Assets 2022: $796,2302022Assets 2023: $1,571,017Liabilities 2023: $626Net Assets 2023: $1,570,3912023Assets 2024: $1,798,849Liabilities 2024: $626Net Assets 2024: $1,798,2232024

Highlighted filing

2017

Assets$711,525
Liabilities$5,215
Net Assets$706,310

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $695,637Expenses 2011: $773,283Net Income 2011: -$77,6462011Revenue 2012: $696,784Expenses 2012: $717,773Net Income 2012: -$20,9892012Revenue 2013: $558,982Expenses 2013: $762,254Net Income 2013: -$203,2722013Revenue 2014: $737,759Expenses 2014: $796,627Net Income 2014: -$58,8682014Revenue 2015: $749,360Expenses 2015: $770,980Net Income 2015: -$21,6202015Revenue 2016: $712,072Expenses 2016: $754,230Net Income 2016: -$42,1582016Revenue 2017: $716,305Expenses 2017: $750,267Net Income 2017: -$33,9622017Revenue 2018: $729,118Expenses 2018: $770,265Net Income 2018: -$41,1472018Revenue 2019: $919,737Expenses 2019: $849,307Net Income 2019: $70,4302019Revenue 2020: $810,811Expenses 2020: $798,220Net Income 2020: $12,5912020Revenue 2021: $770,457Expenses 2021: $825,373Net Income 2021: -$54,9162021Revenue 2022: $949,173Expenses 2022: $852,002Net Income 2022: $97,1712022Revenue 2023: $1,867,379Expenses 2023: $1,093,218Net Income 2023: $774,1612023Revenue 2024: $1,239,496Expenses 2024: $1,011,664Net Income 2024: $227,8322024

Highlighted filing

2017

Revenue$716,305
Expenses$750,267
Net Income-$33,962
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER HAAGENSONExec Director-$0--
FACUNDO BACARDIPresident-$0--
SHERRY HAAGENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lubee Foundation Inc
EIN
65-0145696
Phone
3524851250
Address
201 SE 19TH STREET, FT LAUDERDALE, FL 33316

Signing Officer

Name
Roger D Haagenson
Title
Executive Director
Phone
9544631331
Signed
2017-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Powers & Disque CPA Pa
Address
707 S E 3 AVE - STE 400, FT LAUDERDALE, FL 33316-1147
Preparer
Philip a Disque
Phone
9547644500
Raw XML AppendixShowing 400 of 2,195 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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DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt96200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt97150DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt98150DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt99150DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt100200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt101200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt102200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt103200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt104200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt105200DB
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DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt117SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt118200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0151650
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2200
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32340
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt42000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt514526
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt635254
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt72189
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt821014
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt955123
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10340
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt113305
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt125928
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt131024
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14400
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1510818
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt168770
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt17382
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt189448
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1972234
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt207125
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2166540
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt225238
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2361924
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt24286227
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2521560
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt268906
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt274500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt284800
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt29999
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt30861
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt311975
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3210748
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt332811
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3426041
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3518321
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3616834
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3716488

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.24$1.01$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.87$1.09$0.77
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.95$0.85$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.77$0.83$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.08$0.75$0.81$0.80$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.92$0.85$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.73$0.77$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.71$0.72$0.75$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.71$0.75$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.75$0.77$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.74$0.80$0.06
2013Summary only. Only limited summary data is available for this year.$0.88$0.01$0.56$0.76$0.20
2012Summary only. Only limited summary data is available for this year.$1.08$0.01$0.70$0.72$0.02
2011Summary only. Only limited summary data is available for this year.$1.10$0.01$0.70$0.77$0.08