Civic Intelligence

Lori Fund Inc.

990EZ • Fiscal year 2020 • EIN 84-1730642

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 19, 2021

Organization Profilewww.thelorifund.com
85 Ocean Crest Way Apt 632Palm Coast, FL 32137

(630) 759-6555

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$136,882

No earlier filing loaded for comparison.

Net Assets

$136,882

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

$148,438

No earlier filing loaded for comparison.

Expenses

$113,078

No earlier filing loaded for comparison.

Net Income

$35,360

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2020: $136,882Net Assets 2020: $136,8822020Assets 2021: $203,190Liabilities 2021: $0Net Assets 2021: $203,1902021Assets 2022: $172,594Liabilities 2022: $0Net Assets 2022: $172,5942022Assets 2023: $70,928Liabilities 2023: $0Net Assets 2023: $70,9282023Assets 2024: $30,147Liabilities 2024: $0Net Assets 2024: $30,1472024Assets 2025: $23,451Liabilities 2025: $0Net Assets 2025: $23,4512025

Highlighted filing

2020

Assets$136,882
Liabilities-
Net Assets$136,882
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2020: $148,438Expenses 2020: $113,078Net Income 2020: $35,3602020Revenue 2021: $237,862Expenses 2021: $171,554Net Income 2021: $66,3082021Revenue 2022: $313,669Expenses 2022: $344,265Net Income 2022: -$30,5962022Revenue 2023: $298,487Expenses 2023: $400,153Net Income 2023: -$101,6662023Revenue 2024: $293,994Expenses 2024: $334,775Net Income 2024: -$40,7812024Revenue 2025: $275,362Expenses 2025: $282,057Net Income 2025: -$6,6952025

Highlighted filing

2020

Revenue$148,438
Expenses$113,078
Net Income$35,360
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 19, 2021
Return Version
2020v4.0
Gross Receipts
$187,874
Mission and Program Overview

Mission

To provide support for the families of United States Special Forces soldiers who are wounded or killed in the line of duty.

Program Services

DescriptionGrantsExpenses
We conducted a fundraising golf tournament and contributed all net proceeds to the Special Operations Warrior Foundation, a 501(c)(3) organization who's sole purpose is aligned with the mission of our organization$69,739$39,436
We conducted general solicitation of donations through relationships, web site promotion and general asks.$37,689$3,100
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank PetrunoPresidentPT$0--
Douglas ConstableVice PresidentPT$0--
Scott MillerCo-TreasurerPT$0--
Gary RobergeCo-TreasurerPT$0--
Tony TremblayBoard MemberPT$0--
Dan SullivanBoard MemberPT$0--
John SullivanBoard MemberPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$109,175$109,175$12,159$97,016
Total Events$109,175$109,175$39,436$69,739
Filing and Contact Details

Filer

Filer Name
Lori Fund Inc
EIN
84-1730642
In Care Of
% Frank J Petruno
Address
85 OCEAN CREST WAY APT 632, PALM COAST, FL 32137

Signing Officer

Name
Douglas B Constable
Title
Vice President
Signed
2021-03-19
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| 501 (C) (3), Special Operations Warrior Foundati, "1137 Marbella Plaza Drive Tampa, FL 33619", $107428.00, None|”

Part I, line 16

“| Other Expenses:, Amount:| Bank Fees, $3100.00| Office and Operating Expenses, $2550.00|”

Raw XML Appendix183 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Apt 632
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Coast
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank Petruno
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Scott Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gary Roberge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tony Tremblay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dan Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05650
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for the families of United States Special Forces soldiers who are wounded or killed in the line of duty.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We conducted a fundraising golf tournament and contributed all net proceeds to the Special Operations Warrior Foundation, a 501(c)(3) organization who's sole purpose is aligned with the mission of our organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We conducted general solicitation of donations through relationships, web site promotion and general asks.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt069739
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039436
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13100
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt069739
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt0148438
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thelorifund.com
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt069739
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01452
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01452
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012159
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt024825
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| 501 (C) (3), Special Operations Warrior Foundati, "1137 Marbella Plaza Drive Tampa, FL 33619", $107428.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Bank Fees, $3100.00| Office and Operating Expenses, $2550.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas B Constable
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORI FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0841730642
ReturnHeader/Filer/ForeignPhoneNum03364070376
ReturnHeader/Filer/InCareOfNm0% Frank J Petruno
ReturnHeader/Filer/USAddress/AddressLine1Txt085 OCEAN CREST WAY APT 632
ReturnHeader/Filer/USAddress/CityNm0PALM COAST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032137
ReturnHeader/ReturnTs02021-03-19T00:03:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$136,882
Liabilities
-
Net assets
$136,882
Revenue
$148,438
Expenses
$113,078
Net income
$35,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$2.75$2.82$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$2.94$3.35$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$2.98$4.00$1.02
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$3.14$3.44$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$2.38$1.72$0.66
2020Detailed filing. Detailed filing data is available for this year.$1.37$1.37$1.48$1.13$0.35