Civic Intelligence

Lakeland Education Foundation Inc.

990EZ • Fiscal year 2013 • EIN 13-3759708

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 07, 2014

PO Box 132Shrub Oak, NY 10588

(914) 422-6708

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

58th percentile

6.8%

Faster revenue growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$18,934

Down $10,781 (-36%) from 2012

Net Assets

$18,934

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$48,150

Up $3,073 (+6.8%) from 2012

Expenses

Up

$58,931

Up $26,352 (+81%) from 2012

Net Income

Down

-$10,781

Down $23,279 (-186%) from 2012

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $29,174Net Assets 2010: $29,1742010Assets 2011: $17,218Net Assets 2011: $17,2182011Assets 2012: $29,715Liabilities 2012: $02012Assets 2013: $18,934Liabilities 2013: $0Net Assets 2013: $18,9342013Assets 2014: $15,928Liabilities 2014: $0Net Assets 2014: $15,9282014Assets 2015: $25,536Liabilities 2015: $0Net Assets 2015: $25,5362015Assets 2016: $19,701Liabilities 2016: $0Net Assets 2016: $19,7012016Assets 2017: $18,122Liabilities 2017: $0Net Assets 2017: $18,1222017Assets 2018: $21,705Liabilities 2018: $0Net Assets 2018: $21,7052018Assets 2019: $25,969Liabilities 2019: $0Net Assets 2019: $25,9692019Assets 2020: $33,699Liabilities 2020: $0Net Assets 2020: $33,6992020Assets 2021: $25,698Liabilities 2021: $0Net Assets 2021: $25,6982021Assets 2022: $23,328Liabilities 2022: $0Net Assets 2022: $23,3282022Assets 2023: $24,722Liabilities 2023: $0Net Assets 2023: $24,7222023Assets 2024: $20,172Net Assets 2024: $20,1722024

Highlighted filing

2013

Assets$18,934
Liabilities$0
Net Assets$18,934

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $37,691Expenses 2010: $21,866Net Income 2010: $15,8252010Revenue 2011: $37,059Expenses 2011: $49,014Net Income 2011: -$11,9552011Revenue 2012: $45,077Expenses 2012: $32,579Net Income 2012: $12,4982012Revenue 2013: $48,150Expenses 2013: $58,931Net Income 2013: -$10,7812013Revenue 2014: $46,955Expenses 2014: $49,962Net Income 2014: -$3,0072014Revenue 2015: $62,872Expenses 2015: $53,264Net Income 2015: $9,6082015Revenue 2016: $47,741Expenses 2016: $53,576Net Income 2016: -$5,8352016Revenue 2017: $49,143Expenses 2017: $50,722Net Income 2017: -$1,5792017Revenue 2018: $37,716Expenses 2018: $34,133Net Income 2018: $3,5832018Revenue 2019: $45,668Expenses 2019: $41,404Net Income 2019: $4,2642019Revenue 2020: $49,786Expenses 2020: $42,056Net Income 2020: $7,7302020Revenue 2021: $661Expenses 2021: $8,662Net Income 2021: -$8,0012021Revenue 2022: $1,498Expenses 2022: $3,868Net Income 2022: -$2,3702022Revenue 2023: $5,623Expenses 2023: $4,229Net Income 2023: $1,3942023Revenue 2024: $15,308Expenses 2024: $19,858Net Income 2024: -$4,5502024

Highlighted filing

2013

Revenue$48,150
Expenses$58,931
Net Income-$10,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 7, 2014
Return Version
2013v3.1
Gross Receipts
$93,197
Mission and Program Overview

Mission

To provide educational grants to the local school district

Provide educational grants to local school district

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS ARE ORGANIZED TO RAISE FUNDS TO DISTRIBUTE IN THE FORM OF GRANTS TO STUDENTS AND STAFF TO ENHANCE EDUCATIONAL CURRICULUMS AND PROVIDE FOR STUDENT AFTER SCHOOL PROGRAMS PROVING INVALUABLE SERVICES TO THE STUDENT AND COMMUNITY.$56,554$57,931
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE KNESSPresident-$0--
DIANE KNESSVice Preside-$0--
MICHAEL DALYTreasurer-$0--
EDWARD MUENDELLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$72,749$72,749$8,364$64,385
Event 2$8,757$8,757$5,079$3,678
Total Events$87,822$87,822$43,792$44,030
Filing and Contact Details

Filer

EIN
13-3759708

Signing Officer

Name
Michael Daly
Title
Treasurer
Signed
2014-07-07
Discuss with paid preparer
Yes

Preparer

Preparer
Linda M Hannigan CPA
Phone
8454855510
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Lakeland central school district 1086 east main street shrub oak, ny 10588 56,554 0 0

Form 990-ez, Part I, Line 16

Expenses office supplies 35 insurance 1,000 general liability insurance 462 dues & fees 295 credit card fees 533 total 2,325

Form 990-ez, Part III, Line 28

Special events are organized to raise funds to distribute in the form of grants to students and staff to enhance educational curriculums and provide for student after school programs proving invaluable services to the student and community.

Raw XML Appendix178 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DENISE KNESS
CompensationExplanation/CompensationExplanationGrp/PersonNm1DIANE KNESS
CompensationExplanation/CompensationExplanationGrp/PersonNm2MICHAEL DALY
CompensationExplanation/CompensationExplanationGrp/PersonNm3EDWARD MUENDELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL DALY
IRS990EZ/BooksInCareOfDetail/PhoneNum09144226708
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 132
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IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010588
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE KNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL DALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EDWARD MUENDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02325
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL GRANTS TO LOCAL SCHOOL DISTRICT
IRS990EZ/PrintingPublicationsPostageAmt052
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS ARE ORGANIZED TO RAISE FUNDS TO DISTRIBUTE IN THE FORM OF GRANTS TO STUDENTS AND STAFF TO ENHANCE EDUCATIONAL CURRICULUMS AND PROVIDE FOR STUDENT AFTER SCHOOL PROGRAMS PROVING INVALUABLE SERVICES TO THE STUDENT AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056554
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057931
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045047
IRS990EZ/SpecialEventsNetIncomeLossAmt046680
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058931
IRS990EZ/TotalProgramServiceExpensesAmt057931
IRS990EZ/TotalRevenueAmt048150
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKELANDEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0406556
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0198
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0413759
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085694
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076650
IRS990ScheduleA/Total509Grp/TotalAmt0413759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076716
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0413957
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt027020
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt027020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087822
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0LADIES BRUNCH
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044030
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01097
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01097
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01732
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015175
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08364
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAKELAND CENTRAL SCHOOL DISTRICT 1086 EAST MAIN STREET SHRUB OAK, NY 10588 56,554 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 35 INSURANCE 1,000 GENERAL LIABILITY INSURANCE 462 DUES & FEES 295 CREDIT CARD FEES 533 TOTAL 2,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS ARE ORGANIZED TO RAISE FUNDS TO DISTRIBUTE IN THE FORM OF GRANTS TO STUDENTS AND STAFF TO ENHANCE EDUCATIONAL CURRICULUMS AND PROVIDE FOR STUDENT AFTER SCHOOL PROGRAMS PROVING INVALUABLE SERVICES TO THE STUDENT AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKELAND EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0133759708
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 132
ReturnHeader/Filer/USAddress/City0SHRUB OAK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010588
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141698408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SEDORE & COMPANY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102678 SOUTH ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0126015254
ReturnHeader/PreparerPersonGrp/PhoneNum08454855510
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA M HANNIGAN CPA
ReturnHeader/ReturnTs02014-08-28T14:19:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.2$20.2$15.3$19.9$4.55
2023Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$5.62$4.23$1.39
2022Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$1.50$3.87$2.37
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.66$8.66$8.00
2020Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$49.8$42.1$7.73
2019Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$45.7$41.4$4.26
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$37.7$34.1$3.58
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$49.1$50.7$1.58
2016Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$47.7$53.6$5.84
2015Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$62.9$53.3$9.61
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$47.0$50.0$3.01
2013Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$48.2$58.9$10.8
2012Summary only. Only limited summary data is available for this year.$29.7$0.00$45.1$32.6$12.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$17.2$37.1$49.0$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$29.2$37.7$21.9$15.8