Civic Intelligence

Loblolly Community Foundation Inc

990 • Fiscal year 2020 • EIN 65-0865926

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization ProfileN/A
7407 SE Hill TerraceHobe Sound, FL 33455

(772) 545-2541

Siviq Scores

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

Liabilities / Assets

68th percentile

0.27x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.60x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-70%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

3rd percentile

-26%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,568,434

Down $560,528 (-26%) from 2019

Net Assets

Down

$1,150,711

Down $487,600 (-30%) from 2019

Liabilities

Down

$417,723

Down $72,928 (-15%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin5th percentile

Revenue

Down

$692,002

Down $412,940 (-37%) from 2019

Expenses

Up

$1,174,621

Up $510,254 (+77%) from 2019

Net Income

Down

-$482,619

Down $923,194 (-210%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $633,567Liabilities 2011: $61Net Assets 2011: $633,5062011Assets 2012: $641,381Liabilities 2012: $0Net Assets 2012: $641,3812012Assets 2013: $673,640Liabilities 2013: $0Net Assets 2013: $673,6402013Assets 2014: $791,823Liabilities 2014: $365,500Net Assets 2014: $426,3232014Assets 2015: $1,002,314Liabilities 2015: $450,099Net Assets 2015: $552,2152015Assets 2016: $1,199,638Liabilities 2016: $421,579Net Assets 2016: $778,0592016Assets 2017: $1,457,008Liabilities 2017: $420,850Net Assets 2017: $1,036,1582017Assets 2018: $1,710,926Liabilities 2018: $513,190Net Assets 2018: $1,197,7362018Assets 2019: $2,128,962Liabilities 2019: $490,651Net Assets 2019: $1,638,3112019Assets 2020: $1,568,434Liabilities 2020: $417,723Net Assets 2020: $1,150,7112020Assets 2021: $1,980,138Liabilities 2021: $738,243Net Assets 2021: $1,241,8952021Assets 2022: $2,133,160Liabilities 2022: $818,035Net Assets 2022: $1,315,1252022Assets 2023: $2,151,429Liabilities 2023: $812,356Net Assets 2023: $1,339,0732023Assets 2024: $2,193,746Liabilities 2024: $940,578Net Assets 2024: $1,253,1682024

Highlighted filing

2020

Assets$1,568,434
Liabilities$417,723
Net Assets$1,150,711
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $235,3162011Expenses 2012: $401,0392012Expenses 2013: $379,4462013Revenue 2014: $492,801Expenses 2014: $420,695Net Income 2014: $72,1062014Revenue 2015: $578,097Expenses 2015: $420,205Net Income 2015: $157,8922015Revenue 2016: $661,581Expenses 2016: $435,737Net Income 2016: $225,8442016Revenue 2017: $719,943Expenses 2017: $461,844Net Income 2017: $258,0992017Revenue 2018: $842,559Expenses 2018: $680,981Net Income 2018: $161,5782018Revenue 2019: $1,104,942Expenses 2019: $664,367Net Income 2019: $440,5752019Revenue 2020: $692,002Expenses 2020: $1,174,621Net Income 2020: -$482,6192020Revenue 2021: $859,945Expenses 2021: $833,951Net Income 2021: $25,9942021Revenue 2022: $955,209Expenses 2022: $881,979Net Income 2022: $73,2302022Revenue 2023: $942,898Expenses 2023: $950,008Net Income 2023: -$7,1102023Revenue 2024: $1,071,351Expenses 2024: $1,035,895Net Income 2024: $35,4562024

Highlighted filing

2020

Revenue$692,002
Expenses$1,174,621
Net Income-$482,619
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.1
Gross Receipts
$910,029
Mission and Program Overview

Mission

To support the educational, health and welfare needs of the Hobe Sound and Martin County community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$923,509$913,424▼ $10,085
Cash and Non-Interest-Bearing Accounts$1,165,775$644,625▼ $521,150
Pledges and Grants Receivable$39,678$10,385▼ $29,293
Total Assets$2,128,962$1,568,434▼ $560,528
Liabilities
Grants Payable$489,187$392,653▼ $96,534
Accounts Payable and Accrued Expenses$1,431$25,000▲ $23,569
Other Liabilities$33$70▲ $37
Total Liabilities$490,651$417,723▼ $72,928
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,638,311$1,150,711▼ $487,600
Total Net Assets Fund Balance$1,638,311$1,150,711▼ $487,600
Total Liabilities and Net Assets / Fund Balance$2,128,962$1,568,434▼ $560,528
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
John PeacockChairman
Phyllis FinnVice Chair
Alice McLellandBoard Member
Jody CarlsonBoard Member
Libby ThompsonBoard Member
Philip FrankeBoard Member
Tom CoashBoard Member
John MabieEx officio Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$617,761
Program Service Revenue
$0
Investment Income
$-2,348
Other Revenue
$76,589
All Other Contributions
$227,821
Change in Net Assets
$-482,619

Audited Revenue Reconciliation

Revenue per Audited Statements
$692,002
Revenue Not Reported on Form 990
$-4,981
Total Revenue per Audited Statements
$687,021
Total Revenue per Form 990
$692,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,146,271
Other Expenses$28,350
Total Fundraising Expense$2,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$825,894--$825,894
Grants to Domestic Individuals$320,377--$320,377
Other Expenses$2,500$10,000$2,500$15,000
Total Functional Expenses$1,148,828$23,293$2,500$1,174,621

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,174,621
Total Expenses per Audited Statements$1,174,621
Total Expenses per Form 990$1,174,621
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Banner Lake ClubHobe Sound, FL501 (c) 3Support$130,000
Boys and Girls ClubHobe Sound, FL501(c)(3)Education$110,000
House of HopeStuart, FL501(c)(3)Support$65,000
Project LIFTStuart, FL501 (c) 3Support$60,000
The Dunbar CenterHobe Sound, FL501(c)(3)Education$55,216
Volunteers in MedicineStuart, FL501 (c) 3Support$50,000
Hope Rural SchoolIndiantown, FL501(c)(3)Education$40,000
Light of the World CharitiesStuart, FL501 (c) 3Support$35,000
Caring Children Clothing ChildrenStuart, FL501 (c) 3Support$31,000
Hobe Sound Child CareHobe Sound, FL501(c)(3)Education$28,875
ARC of Martin CountyStuart, FL501 (c) 3Support$25,311
Alzheimer's Comm CareWest Palm Beach, FL501(c)(3)Support$25,000
HPS Helping People Succeed IncStuart, FL501 (c) 3Support$25,000
FL Comm Health CenterWest Palm Beach, FL501(c)(3)Support$22,558
Safespace IncStuart, FL501 (c) 3Support$22,284
Hobe Sounds Nature CenterHobe Sound, FL501(c)(3)Education$21,650
Library Foundation Martin CountyStuart, FL501 (c) 3Support$20,000
Love and Hope in ActionStuart, FL501 (c) 3Support$20,000
211 Pal Beach Treasure CoastLake Worth, FL501 (c) 3Support$10,000
Council on Aging IncStuart, FL501 (c) 3Support$10,000
Education Foundation MCStuart, FL501(c)(3)Education$8,000
Mary's ShelterStuart, FL501 (c) 3Support$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,280
Gaming Gross Income$34,600
Gaming Direct Expenses$7,485
Fundraising Direct Expenses$4,480
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Loblollypop Weekend$445,220$55,280$2,011$53,269
None----
Total Events$445,220$55,280$4,480$50,800
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Loblolly Community members$70
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Loblolly Community Foundation Inc
EIN
65-0865926
Phone
7725452541
Address
7407 SE Hill Terrace, Hobe Sound, FL 33455

Signing Officer

Name
John Peacock
Title
Chairman
Phone
7725452541
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Reese
Formed
1998
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
35

Preparer

Firm
Mark Brechbill PLLC
Address
215 S Federal Hwy Suite 200, Stuart, FL 34994
Preparer
Mark Brechbill
Phone
7722203380
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Not applicable”

Pt VI, Line 8A

“Minutes are maintained for meetings of the Board of Directors.”

Pt VI, Line 8B

“Minutes are maintained for meetings of the various committees.”

Pt VI, Line 11B

“The Foundation's management reviews the 990 with the Board member signing the return.”

Pt VI, Line 12C

“Each Board member submits a confict of interest questionaire annually.”

Pt VI, Line 15A

“The Organization has no employees.”

Pt VI, Line 15B

“The Organization has no employees.”

Pt VI, Line 18

“The Organization makes copies of its 990 and 1023 available upon request.”

Pt VI, Line 19

“The Organization makes copies of the governing documents available upon request.”

Pt XI

“Not applicable”

Financial Statement Notes

Pt X, Line 2

“The Foundation is a nonprofit corporation whose revenue is derived from contributions and is exempt from income taxes under Section 501(c) (3) of the Internal Revenue Code. Accordingly, no provision for income tax has been made in these financial statements. The Foundation evaluates any uncertain income tax positions based on how the income tax positions are likely to be sustained if the Internal Revenue Service (IRS) or the Florida Department of Revenue (Florida DOR) examined the positions. Accordingly, a contingency would be recognized when the income tax position taken by the Foundation is likely to be challenged upon an audit by the IRS or the Florida DOR. There were no uncertain tax positions qualifying for disclosure for the tax years subject to audit by the IRS or Florida DOR. The Foundation's Return of Organization Exempt From Income Tax (Form 990) is subject to a possible audit by the IRS for three years after they were filed. In the year ending June 30, 2015 the Foundation paid no income tax, income tax penalties or interest and has no liability for income taxes as of year end”

Raw XML AppendixShowing 400 of 674 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01431
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To support the educational, health and welfare needs of the Hobe Sound and Martin County community.
IRS990/AllOtherContributionsAmt0227821
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Lisa Thompson
IRS990/BooksInCareOfDetail/PhoneNum07725452541
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07407 SE Hill Ter Hobe
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sound
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033455
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01165775
IRS990/CashNonInterestBearingGrp/EOYAmt0644625
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0389940
IRS990/CostOfGoodsSoldAmt02126
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0617761
IRS990/CYGrantsAndSimilarPaidAmt01146271
IRS990/CYInvestmentIncomeAmt0-2348
IRS990/CYOtherExpensesAmt028350
IRS990/CYOtherRevenueAmt076589
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-482619
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01174621
IRS990/CYTotalFundraisingExpenseAmt02500
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0692002
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The Foundation serves its exempt purpose by providing financial support to charitable organizations providing for the welfare needs of Hobe Sound and Martin County, FL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0828451
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0John Peacock
IRS990/Form990PartVIISectionAGrp/PersonNm1Phyllis Finn
IRS990/Form990PartVIISectionAGrp/PersonNm2Jody Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm3Philip Franke
IRS990/Form990PartVIISectionAGrp/PersonNm4Libby Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm5Tom Coash
IRS990/Form990PartVIISectionAGrp/PersonNm6Alice McLelland
IRS990/Form990PartVIISectionAGrp/PersonNm7John Mabie
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Ex officio Board Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0389940
IRS990/FundraisingDirectExpensesAmt04480
IRS990/FundraisingGrossIncomeAmt055280
IRS990/GainOrLossGrp/SecuritiesAmt0-3896
IRS990/GamingActivitiesInd0true
IRS990/GamingDirectExpensesAmt07485
IRS990/GamingGrossIncomeAmt034600
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0825894
IRS990/GrantsPayableGrp/BOYAmt0489187
IRS990/GrantsPayableGrp/EOYAmt0392653
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0320377
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0320377
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0825894
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0825894
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0200040
IRS990/GrossReceiptsAmt0910029
IRS990/GrossSalesOfInventoryAmt0800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01548
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01548
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0203936
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To support the educational, health and welfare needs of the Hobe Sound and Martin County community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01638311
IRS990/NetAssetsOrFundBalancesEOYAmt01150711
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3896
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3896
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt050800
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt050800
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt027115
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt027115
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-1326
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1326
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4981
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01638311
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01150711
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt015000
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Administrative and other
IRS990/OtherExpensesGrp/Desc1Licenses and fees
IRS990/OtherExpensesGrp/Desc2In kind services and products
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt22500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013232
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210000
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt157
IRS990/OtherExpensesGrp/ProgramServicesAmt22500
IRS990/OtherExpensesGrp/TotalAmt013232
IRS990/OtherExpensesGrp/TotalAmt1118
IRS990/OtherExpensesGrp/TotalAmt215000
IRS990/OtherLiabilitiesGrp/BOYAmt033
IRS990/OtherLiabilitiesGrp/EOYAmt070
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt039678
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010385
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0John Reese
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Foundation, through the Charles Millard Fund, provides for the medical, educational, and emergency needs of the Loblolly Community employees and caddies and their families.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0279665
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0279665
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0The Foundation, through the Friends at Loblolly, provides scholarships to high school seniors and emergency assistance grants to individuals in the community.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040712
IRS990/ProgSrvcAccomActy3Grp/GrantAmt040712
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-482619
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0923509
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0913424
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Golf and tennis tournament 2015: 36900. 2016: 42120. 2017: 36900. 2018: 166315. 2019: 55280. Description: Merchandise sales 2015: 21775. 2016: 7410. 2017: 2225. 2018: 1925. 2019: 800. Description: Raffle 2015: 22700. 2016: 25400. 2017: 28000. 2018: 24100. 2019: 34600.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0617761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0951300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0826954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0760559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0684174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03840748
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01093
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031042
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt090680
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0192340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt067125
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt074930
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt081375
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0506450
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87720
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.89460
IRS990ScheduleA/PublicSupportTotal170Amt03840748
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0617761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0951300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0826954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0760559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0684174
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03840748
IRS990ScheduleA/TotalSupportAmt04378240
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01174621
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4981
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Loblolly Community members
IRS990ScheduleD/RevenueNotReportedAmt0-4981
IRS990ScheduleD/RevenueSubtotalAmt0692002
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation is a nonprofit corporation whose revenue is derived from contributions and is exempt from income taxes under Section 501(c) (3) of the Internal Revenue Code. Accordingly, no provision for income tax has been made in these financial statements. The Foundation evaluates any uncertain income tax positions based on how the income tax positions are likely to be sustained if the Internal Revenue Service (IRS) or the Florida Department of Revenue (Florida DOR) examined the positions. Accordingly, a contingency would be recognized when the income tax position taken by the Foundation is likely to be challenged upon an audit by the IRS or the Florida DOR. There were no uncertain tax positions qualifying for disclosure for the tax years subject to audit by the IRS or Florida DOR. The Foundation's Return of Organization Exempt From Income Tax (Form 990) is subject to a possible audit by the IRS for three years after they were filed. In the year ending June 30, 2015 the Foundation paid no income tax, income tax penalties or interest and has no liability for income taxes as of year end
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt01174621
IRS990ScheduleD/TotalLiabilityAmt070
IRS990ScheduleD/TotalRevenuePerForm990Amt0692002
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0687021
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01174621
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/ExplanationIfNoTxt0Per Florida Statute 849.0935 charitable organizations may fundraise through drawings by chance without special licensure if all State solicitation rules are complied with.
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0389940
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0389940
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04480
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0852
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0852
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Loblollypop Weekend
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0None
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0445220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0445220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055280
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050800
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02011
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02011
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01617
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01617
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt07485
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt034600
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt034600
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt027115
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt07485
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt07485
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Patrick O'Neill
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt07407 SE Hill St
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Hobe Sound
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0FL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd033455
IRS990ScheduleG/StatesWhereGamingConductedCd0FL
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt023113
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1108782
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2147770
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt340712
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Medical assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Covid assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Cost of living grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt10
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt20
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt30
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1Health Care assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2Wage assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc3Wage assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt191
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt266
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt343
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Actual cost
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1Actual cost
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2Actual cost
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3Actual cost
IRS990ScheduleI/RecipientTable/CashGrantAmt055216
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/CashGrantAmt322558
IRS990ScheduleI/RecipientTable/CashGrantAmt428875
IRS990ScheduleI/RecipientTable/CashGrantAmt521650
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt765000
IRS990ScheduleI/RecipientTable/CashGrantAmt88000
IRS990ScheduleI/RecipientTable/CashGrantAmt960000
IRS990ScheduleI/RecipientTable/CashGrantAmt108000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1331000
IRS990ScheduleI/RecipientTable/CashGrantAmt14130000
IRS990ScheduleI/RecipientTable/CashGrantAmt1522284
IRS990ScheduleI/RecipientTable/CashGrantAmt1635000
IRS990ScheduleI/RecipientTable/CashGrantAmt1720000
IRS990ScheduleI/RecipientTable/CashGrantAmt1850000
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt2020000
IRS990ScheduleI/RecipientTable/CashGrantAmt2125311
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,568,434
Liabilities
$417,723
Net assets
$1,150,711
Revenue
$692,002
Expenses
$1,174,621
Net income
-$482,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.94$1.25$1.07$1.04$0.04
2023Summary only. Only limited summary data is available for this year.$2.15$0.81$1.34$0.94$0.95$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.82$1.32$0.96$0.88$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.74$1.24$0.86$0.83$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.42$1.15$0.69$1.17$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.49$1.64$1.10$0.66$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.51$1.20$0.84$0.68$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.42$1.04$0.72$0.46$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.42$0.78$0.66$0.44$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.45$0.55$0.58$0.42$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.37$0.43$0.49$0.42$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.24