Civic Intelligence

Lakeland CIVIL Service Welfare Fund Co Insurance Programmers Inc

EIN 06-1290739 • 501(c)9 • Wallingford, CT

Profile

To provide dental, vision, and legal benefits for members and their dependents.

PO Box 5817Wallingford, CT 06492

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.19x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.11x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

2.9%

Higher net margin than 66% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

6.5%

Faster asset growth than 84% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

9.2%

Faster revenue growth than 79% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$264,298

Up $16,185 (+6.5%) from 2023

Liabilities

Up

$51,143

Up $2,500 (+5.1%) from 2023

Net Assets

Up

$213,155

Up $13,685 (+6.9%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin66th percentile

Revenue

Up

$467,199

Up $39,422 (+9.2%) from 2023

Expenses

Down

$453,514

Down $21,068 (-4.4%) from 2023

Net Income

Up

$13,685

Up $60,490 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $112,247Liabilities 2010: $20,983Net Assets 2010: $91,2642010Assets 2011: $150,907Liabilities 2011: $22,795Net Assets 2011: $128,1122011Assets 2012: $176,273Liabilities 2012: $15,818Net Assets 2012: $160,4552012Assets 2013: $213,998Liabilities 2013: $16,324Net Assets 2013: $197,6742013Assets 2014: $239,462Liabilities 2014: $27,314Net Assets 2014: $212,1482014Assets 2015: $242,486Liabilities 2015: $24,707Net Assets 2015: $217,7792015Assets 2016: $264,511Liabilities 2016: $28,167Net Assets 2016: $236,3442016Assets 2017: $267,484Liabilities 2017: $23,086Net Assets 2017: $244,3982017Assets 2018: $279,623Liabilities 2018: $34,229Net Assets 2018: $245,3942018Assets 2019: $264,638Liabilities 2019: $31,227Net Assets 2019: $233,4112019Assets 2020: $293,529Liabilities 2020: $29,137Net Assets 2020: $264,3922020Assets 2021: $275,843Liabilities 2021: $46,032Net Assets 2021: $229,8112021Assets 2022: $275,253Liabilities 2022: $28,978Net Assets 2022: $246,2752022Assets 2023: $248,113Liabilities 2023: $48,643Net Assets 2023: $199,4702023Assets 2024: $264,298Liabilities 2024: $51,143Net Assets 2024: $213,1552024

Highlighted filing

2024

Assets$264,298
Liabilities$51,143
Net Assets$213,155
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $395,745Expenses 2010: $379,744Net Income 2010: $16,0012010Expenses 2011: $367,5862011Revenue 2012: $390,737Expenses 2012: $358,394Net Income 2012: $32,3432012Revenue 2013: $384,691Expenses 2013: $347,472Net Income 2013: $37,2192013Revenue 2014: $375,155Expenses 2014: $360,681Net Income 2014: $14,4742014Revenue 2015: $350,076Expenses 2015: $344,445Net Income 2015: $5,6312015Revenue 2016: $411,651Expenses 2016: $393,086Net Income 2016: $18,5652016Revenue 2017: $412,036Expenses 2017: $403,982Net Income 2017: $8,0542017Revenue 2018: $411,128Expenses 2018: $410,132Net Income 2018: $9962018Revenue 2019: $426,469Expenses 2019: $438,452Net Income 2019: -$11,9832019Revenue 2020: $437,254Expenses 2020: $406,273Net Income 2020: $30,9812020Revenue 2021: $445,981Expenses 2021: $480,562Net Income 2021: -$34,5812021Revenue 2022: $457,163Expenses 2022: $440,339Net Income 2022: $16,8242022Revenue 2023: $427,777Expenses 2023: $474,582Net Income 2023: -$46,8052023Revenue 2024: $467,199Expenses 2024: $453,514Net Income 2024: $13,6852024

Highlighted filing

2024

Revenue$467,199
Expenses$453,514
Net Income$13,685
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,298
Liabilities
$51,143
Net assets
$213,155
Revenue
$467,199
Expenses
$453,514
Net income
$13,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.51$2.13$4.67$4.54$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.49$1.99$4.28$4.75$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.29$2.46$4.57$4.40$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.46$2.30$4.46$4.81$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.29$2.64$4.37$4.06$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.31$2.33$4.26$4.38$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.34$2.45$4.11$4.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.23$2.44$4.12$4.04$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.28$2.36$4.12$3.93$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.25$2.18$3.50$3.44$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.27$2.12$3.75$3.61$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.16$1.98$3.85$3.47$0.37
2012Summary only. Only limited summary data is available for this year.$1.76$0.16$1.60$3.91$3.58$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.23$1.28$3.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.21$0.91$3.96$3.80$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$467,199
Mission and Program Overview

Mission

To provide dental, vision, and legal benefits for members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$224,045$225,286▲ $1,241
Cash and Non-Interest-Bearing Accounts$24,068$39,012▲ $14,944
Total Assets$248,113$264,298▲ $16,185
Liabilities
Accounts Payable and Accrued Expenses$13,000$28,000▲ $15,000
Other Liabilities$35,643$23,143▼ $12,500
Total Liabilities$48,643$51,143▲ $2,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$199,470$213,155▲ $13,685
Total Net Assets Fund Balance$199,470$213,155▲ $13,685
Total Liabilities and Net Assets / Fund Balance$248,113$264,298▲ $16,185
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Dawn LongworthChairperson$1,500$1,500
Anne ColemanTrustee$1,000$1,000
Timothy StrangTrustee$1,000$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$465,957
Investment Income
$1,242
Other Revenue
$0
Change in Net Assets
$13,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,252
Salaries, Compensation, and Employee Benefits$3,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$392,762
Fees for Services Other---$40,435
Fees for Services Accounting---$15,000
Current Officers, Directors, Trustees, and Key Employees---$3,500
Fees for Services Legal---$1,500
Office Expenses---$317
Total Functional Expenses$0$0$0$453,514
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Claims Payable$23,143
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“When the form 990 has been prepared, reviewed by management, and is ready to be filed with the internal revenue service, a copy of the form 990 is provided to all board members for review and comment prior to submission. All questions and comments are addressed until the return is finalized and approved for filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 990 available for public inspection as required under section 6104 of the internal revenue code. The return is posted on guidestar.org and similar websites. In addition, the financial statements, form 990 and bylaws may be made available upon written request at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Lakeland Civil Service Trust Fund
EIN
06-1290739
Phone
2039493230
Address
PO BOX 5817, WALLINGFORD, CT 06492

Signing Officer

Name
Dawn Longworth
Title
Chairperson
Phone
2039493230
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Longworth
Formed
1990
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
32 FOSTERTOWN ROAD, NEWBURGH, NY 12550
Preparer
Tracy L Badgley
Phone
8455655400
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2B:

“The organization's third party administrator, zenith american solutions, id # 52-1590516, files forms 1096 and 1099 on behalf of the organization. Therefore, lakeland civil service trust fund did not individually file forms 1096 and 1099. Zenith american solutions filed form 1099 for approximately 44 providers and others on the organization's behalf.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Management has determined that the organization had no uncertain tax positions that would require financial statement recognition or disclosure. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization is no longer subject to examinations by the applicable taxing jurisdictions for tax years prior to june 30, 2020.”

Raw XML Appendix289 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE DENTAL, VISION, AND LEGAL BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0392762
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum02032697741
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5817
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALLINGFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0392762
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01242
IRS990/CYOtherExpensesAmt057252
IRS990/CYOtherRevenueAmt00
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IRS990/CYSalariesCompEmpBnftPaidAmt03500
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/CYTotalRevenueAmt0467199
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE DENTAL, VISION, AND LEGAL BENEFITS, FOR MEMBERS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0453514
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015000
IRS990/FeesForServicesLegalGrp/TotalAmt01500
IRS990/FeesForServicesOtherGrp/TotalAmt040435
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAWN LONGWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNE COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY STRANG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0467199
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01242
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01242
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt044
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROVIDE DENTAL, VISION, AND LEGAL BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0199470
IRS990/NetAssetsOrFundBalancesEOYAmt0213155
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0199470
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0213155
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0317
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt035643
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAWN LONGWORTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0DISTRICT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0344008
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1121949
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0344008
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt059955
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IRS990/PYProgramServiceRevenueAmt0426571
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IRS990/PYTotalExpensesAmt0474582
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0427777
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0224045
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023143
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt023143
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, ID # 52-1590516, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, LAKELAND CIVIL SERVICE TRUST FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. ZENITH AMERICAN SOLUTIONS FILED FORM 1099 FOR APPROXIMATELY 44 PROVIDERS AND OTHERS ON THE ORGANIZATION'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. ALL QUESTIONS AND COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, FORM 990 AND BYLAWS MAY BE MADE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0248113
IRS990/TotalAssetsEOYAmt0264298
IRS990/TotalAssetsGrp/BOYAmt0248113
IRS990/TotalAssetsGrp/EOYAmt0264298
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453514
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048643
IRS990/TotalLiabilitiesEOYAmt051143
IRS990/TotalLiabilitiesGrp/BOYAmt048643
IRS990/TotalLiabilitiesGrp/EOYAmt051143
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0199470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0213155
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0453514
IRS990/TotalProgramServiceRevenueAmt0465957
IRS990/TotalReportableCompFromOrgAmt03500
IRS990/TotalRevenueGrp/ExclusionAmt01242
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0465957
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0467199
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248113
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0264298
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5817
IRS990/USAddress/CityNm0WALLINGFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006492
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.IPI.ZENITH-AMERICAN.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN LONGWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02039493230
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND CIVIL SERVICE TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ZENITH AMERICAN SOLUTIONS
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0061290739
ReturnHeader/Filer/PhoneNum02039493230
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5817
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 FOSTERTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455655400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY L BADGLEY
ReturnHeader/ReturnTs02025-04-30T07:07:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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