Civic Intelligence

Lakeside Foundation Inc

EIN 16-1374547 • 501(c)3 • Brockport, NY

Profile

Generate financial support for the benefit of organizations providing health care and other health-related services, thereby to assist the charitable purpose of each organizations in providing for the physical needs and general well-being of citizens in the area of brockport, new york.

4107 Lake Road NBrockport, NY 14420

www.lakesidehealth.com

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE E • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE E • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

NTEE E • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

NTEE E • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

5.5%

Faster asset growth than 55% of similar nonprofits.

NTEE E • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

93%

Faster revenue growth than 91% of similar nonprofits.

NTEE E • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,808,166

Up $93,676 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,808,166

Up $93,676 (+5.5%) from 2023

Revenue

Up

$67,302

Up $32,380 (+93%) from 2023

Expenses

Up

$34,415

Up $11,577 (+51%) from 2023

Net Income

Up

$32,887

Up $20,803 (+172%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,160,252Liabilities 2010: $186,734Net Assets 2010: $973,5182010Assets 2011: $1,155,890Liabilities 2011: $131,227Net Assets 2011: $1,024,6632011Assets 2012: $1,220,545Liabilities 2012: $296,953Net Assets 2012: $923,5922012Assets 2013: $1,088,859Liabilities 2013: $9,626Net Assets 2013: $1,079,2332013Assets 2014: $1,001,655Liabilities 2014: $16,720Net Assets 2014: $984,9352014Assets 2015: $949,220Liabilities 2015: $16,283Net Assets 2015: $932,9372015Assets 2016: $963,382Liabilities 2016: $9,000Net Assets 2016: $954,3822016Assets 2017: $1,087,535Liabilities 2017: $11,838Net Assets 2017: $1,075,6972017Assets 2018: $1,284,212Liabilities 2018: $21,585Net Assets 2018: $1,262,6272018Assets 2019: $1,411,539Liabilities 2019: $0Net Assets 2019: $1,411,5392019Assets 2020: $1,684,577Liabilities 2020: $37,921Net Assets 2020: $1,646,6562020Assets 2021: $1,825,916Liabilities 2021: $12,500Net Assets 2021: $1,813,4162021Assets 2022: $1,553,130Liabilities 2022: $0Net Assets 2022: $1,553,1302022Assets 2023: $1,714,490Liabilities 2023: $0Net Assets 2023: $1,714,4902023Assets 2024: $1,808,166Liabilities 2024: $0Net Assets 2024: $1,808,1662024

Highlighted filing

2024

Assets$1,808,166
Liabilities$0
Net Assets$1,808,166

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $432,3512010Expenses 2011: $322,4032011Expenses 2012: $360,9342012Revenue 2013: $207,801Expenses 2013: $194,660Net Income 2013: $13,1412013Revenue 2014: $102,765Expenses 2014: $142,844Net Income 2014: -$40,0792014Revenue 2015: $26,679Expenses 2015: $28,661Net Income 2015: -$1,9822015Revenue 2016: $8,641Expenses 2016: $11,784Net Income 2016: -$3,1432016Revenue 2017: $68,341Expenses 2017: $8,790Net Income 2017: $59,5512017Revenue 2018: $240,616Expenses 2018: $19,562Net Income 2018: $221,0542018Revenue 2019: $21,945Expenses 2019: $12,895Net Income 2019: $9,0502019Revenue 2020: $204,009Expenses 2020: $60,221Net Income 2020: $143,7882020Revenue 2021: $156,921Expenses 2021: $16,822Net Income 2021: $140,0992021Revenue 2022: $62,310Expenses 2022: $15,708Net Income 2022: $46,6022022Revenue 2023: $34,922Expenses 2023: $22,838Net Income 2023: $12,0842023Revenue 2024: $67,302Expenses 2024: $34,415Net Income 2024: $32,8872024

Highlighted filing

2024

Revenue$67,302
Expenses$34,415
Net Income$32,887

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.07$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.81$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.65$0.20$0.06$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.24$0.02$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.07$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$1.00$0.02$0.98$0.10$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.21$0.19$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.30$0.92$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.13$1.02$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.19$0.97$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$67,302
Mission and Program Overview

Mission

Generate financial support for affiliated health system entities.

Generate financial support for the benefit of organizations providing health care and other health-related services, thereby to assist the charitable purpose of each organizations in providing for the physical needs and general well-being of citizens in the area of brockport, new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,535,633$1,649,109▲ $113,476
Savings and Temporary Cash Investments$178,857$159,057▼ $19,800
Total Assets$1,714,490$1,808,166▲ $93,676
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,657,590$1,772,485▲ $114,895
Net Assets Without Donor Restrictions$56,900$35,681▼ $21,219
Total Net Assets Fund Balance$1,714,490$1,808,166▲ $93,676
Total Liabilities and Net Assets / Fund Balance$1,714,490$1,808,166▲ $93,676

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,535,633-▲ $126,476-$1,649,109
2023$1,364,463-▲ $178,670-$1,535,633
2022$1,622,711-▼ $258,248-$1,364,463
2021$1,452,726-▲ $169,985-$1,622,711
2020$1,214,182-▲ $238,544-$1,452,726
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$67,302
Other Revenue
$0
Change in Net Assets
$32,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,415
Grants and Similar Amounts Paid$13,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$14,076-$14,076
Grants to Domestic Orgs$13,000--$13,000
Fees for Services Legal-$4,431-$4,431
Fees for Services Accounting-$2,100-$2,100
Insurance-$558-$558
Other Expenses-$250-$250
Total Functional Expenses$13,000$21,415$0$34,415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brockport First Baptist ChurchBrockport, NY501(c)(3)Operations$5,000
University of Rochester Strong WestBrockport, NY501(c)(3)Operations$5,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

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

A copy of the 990 is provided to all board members prior to filing the form 990 is prepared in conjuction with accounting firm and management.

Form 990, Part VI, Section B, Line 12C

Any potential conflicts are reviewed by the executive committee and board of directors as necessary.

Form 990, Part VI, Section C, Line 19

Any document is available upon request in the foundation office. A copy of the annual year end financial statements are reviewed and presented to the finance committee and board of directors. All other governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Brockport Area Health Foundation Inc
EIN
16-1374547
Phone
5853956095
Address
4107 LAKE ROAD N, BROCKPORT, NY 14420

Signing Officer

Name
Patricia Hayles
Title
Board Chair
Phone
5853956095
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Hayles
Formed
1989
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Kelley Demonte
Phone
5853811000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE B:

The board of directors authorized a resolution on august 9, 2023 to change the name of the organization from lakeside foundation, inc. To brockport area foundation, inc. The filing was submitted to the new york state divisions of corporations on february 8, 2024.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment fund consists of two donor-restricted funds, established for the endowment fund. The corpus of the endowment funds are classified as permanently restricted and any earnings thereon are considered temporarily restricted until appropriated for expenditure.

Raw XML Appendix358 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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01622711
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01364463
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-258248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01452726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01622711
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0169985
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01214182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01452726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0238544
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.39000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUND CONSISTS OF TWO DONOR-RESTRICTED FUNDS, ESTABLISHED FOR THE ENDOWMENT FUND. THE CORPUS OF THE ENDOWMENT FUNDS ARE CLASSIFIED AS PERMANENTLY RESTRICTED AND ANY EARNINGS THEREON ARE CONSIDERED TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.61000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ROCHESTER STRONG WEST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BROCKPORT FIRST BAPTIST CHURCH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0156 WEST AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1124 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014420
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd114420
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS AUTHORIZED A RESOLUTION ON AUGUST 9, 2023 TO CHANGE THE NAME OF THE ORGANIZATION FROM LAKESIDE FOUNDATION, INC. TO BROCKPORT AREA FOUNDATION, INC. THE FILING WAS SUBMITTED TO THE NEW YORK STATE DIVISIONS OF CORPORATIONS ON FEBRUARY 8, 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM 990 IS PREPARED IN CONJUCTION WITH ACCOUNTING FIRM AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY DOCUMENT IS AVAILABLE UPON REQUEST IN THE FOUNDATION OFFICE. A COPY OF THE ANNUAL YEAR END FINANCIAL STATEMENTS ARE REVIEWED AND PRESENTED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01714490
IRS990/TotalAssetsEOYAmt01808166
IRS990/TotalAssetsGrp/BOYAmt01714490
IRS990/TotalAssetsGrp/EOYAmt01808166
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021415
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013000
IRS990/TotalFunctionalExpensesGrp/TotalAmt034415
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01714490
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01808166
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt067302
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067302
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01714490
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01808166
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04107 LAKE ROAD N
IRS990/USAddress/CityNm0BROCKPORT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014420
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LAKESIDEHEALTH.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA HAYLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05853956095
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROCKPORT AREA HEALTH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BROC
ReturnHeader/Filer/EIN0161374547
ReturnHeader/Filer/PhoneNum05853956095
ReturnHeader/Filer/USAddress/AddressLine1Txt04107 LAKE ROAD N
ReturnHeader/Filer/USAddress/CityNm0BROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLEY DEMONTE
ReturnHeader/ReturnTs02025-11-07T10:22:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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