Civic Intelligence

Brockport Area Health Foundation

990 • Fiscal year 2015 • EIN 16-1374547

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization ProfileWWW.LAKESIDEHEALTH.COM
170 West AvenueBrockport, NY 14420

(585) 395-6095

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.61x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Net Margin

23rd percentile

-7.4%

Higher net margin than 23% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Asset Growth

26th percentile

-5.2%

Faster asset growth than 26% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-74%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$949,220

Down $52,435 (-5.2%) from 2014

Net Assets

Down

$932,937

Down $51,998 (-5.3%) from 2014

Liabilities

Down

$16,283

Down $437 (-2.6%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin23rd percentile

Revenue

Down

$26,679

Down $76,086 (-74%) from 2014

Expenses

Down

$28,661

Down $114,183 (-80%) from 2014

Net Income

Up

-$1,982

Up $38,097 (+95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2015

Assets$949,220
Liabilities$16,283
Net Assets$932,937
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$26,679
Expenses$28,661
Net Income-$1,982
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Gross Receipts
$536,662
Mission and Program Overview

Mission

Generate financial support for affiliated health system entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$770,020$743,713▼ $26,307
Savings and Temporary Cash Investments$105,294$86,510▼ $18,784
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Total Assets$1,001,655$949,220▼ $52,435
Other Assets Total$126,341$118,997▼ $7,344
Liabilities
Other Liabilities$9,000$9,000→ $0
Accounts Payable and Accrued Expenses$7,720$7,283▼ $437
Total Liabilities$16,720$16,283▼ $437
Net Assets / Fund Balance
Permanently Rstr Net Assets$646,278$640,977▼ $5,301
Temporarily Rstr Net Assets$373,244$363,253▼ $9,991
Unrestricted Net Assets$-34,587$-71,293▼ $36,706
Total Net Assets Fund Balance$984,935$932,937▼ $51,998
Total Liabilities and Net Assets / Fund Balance$1,001,655$949,220▼ $52,435

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$118,997--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$828,420-▼ $30,794-$797,626
2014$792,195-▲ $36,225-$828,420
2013$679,819-▲ $112,376-$792,195
2012$732,296$978▲ $87,545$141,000$679,819
2011$746,343-▼ $14,047-$732,296
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Patricia HaylesChairman
James CummingsVice Chairman
David RoseDirector
Kory HuntsingerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,679
Other Revenue
$0
Change in Net Assets
$-1,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,661
Grants and Similar Amounts Paid$8,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,000--$8,000
Office Expenses-$7,557-$7,557
Insurance-$7,344-$7,344
Fees for Services Accounting$3,000--$3,000
Fees for Service Investment Mgmnt Fees$2,760--$2,760
Total Functional Expenses$13,760$14,901$0$28,661
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakesidebeikirch Care Center IncBrockport, NY501(c)(3)In House Training$8,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Donor$9,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11

“A copy of the 990 is provided to all board members prior to filing the form 990 is prepared inconjuction 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
Lakeside Foundation Inc
EIN
16-1374547
Phone
5853956095
Address
170 WEST AVENUE, BROCKPORT, NY 14420

Signing Officer

Name
Alfred Klycek
Title
Chief Financial Officer
Phone
5853956095
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Hayles
Formed
1989
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Matthew Boswell
Phone
5853811000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment fund consists of two donor-restricted funds, established for the endowment fund and the hospital. The corpus of the endowment funds are classified as permanently restricted on the statement of financial position and any earnings thereon are considered temporarily restricted until appropriated for expenditure. The foundation's endowment fund also consists of two donor-restricted life insurance policies.”

Raw XML AppendixShowing 400 of 405 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/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUND CONSISTS OF TWO DONOR-RESTRICTED FUNDS, ESTABLISHED FOR THE ENDOWMENT FUND AND THE HOSPITAL. THE CORPUS OF THE ENDOWMENT FUNDS ARE CLASSIFIED AS PERMANENTLY RESTRICTED ON THE STATEMENT OF FINANCIAL POSITION AND ANY EARNINGS THEREON ARE CONSIDERED TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE. THE FOUNDATION'S ENDOWMENT FUND ALSO CONSISTS OF TWO DONOR-RESTRICTED LIFE INSURANCE POLICIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0118997
IRS990ScheduleD/TotalLiabilityAmt09000
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IN HOUSE TRAINING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAKESIDEBEIKIRCH CARE CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0222998029
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0170 WEST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014420
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM 990 IS PREPARED INCONJUCTION WITH ACCOUNTING FIRM AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY 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/ExplanationTxt3NO CHANGE FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
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/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAKESIDE MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LAKESIDEBEIKIRCH CARE CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LAKESIDE HEALTH SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160743068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222990829
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2161396374
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE PRIMARY PURPOSE OF LAKESIDE MEMORIAL HOSPITAL IS TO PROVIDE A FULL RANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1OPERATE A NURSING HOME AND PROMOTE THE ENHANCEMENT OF HEALTH CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LAKESIDE HEALTH SYSTEM INC SERVES AS A PARENT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 11C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0156 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1170 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2156 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214420
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0373244
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0363253
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01001655
IRS990/TotalAssetsEOYAmt0949220
IRS990/TotalAssetsGrp/BOYAmt01001655
IRS990/TotalAssetsGrp/EOYAmt0949220
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014901
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013760
IRS990/TotalFunctionalExpensesGrp/TotalAmt028661
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016720
IRS990/TotalLiabilitiesEOYAmt016283
IRS990/TotalLiabilitiesGrp/BOYAmt016720
IRS990/TotalLiabilitiesGrp/EOYAmt016283
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0984935
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0932937
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013760
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014577
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026679
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01001655
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0949220
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-34587
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-71293
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0170 WEST AVENUE
IRS990/USAddress/CityNm0BROCKPORT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014420
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LAKESIDEHEALTH.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED KLYCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05853956095
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0161374547
ReturnHeader/Filer/PhoneNum05853956095
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 WEST AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014420
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW BOSWELL

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$949,220
Liabilities
$16,283
Net assets
$932,937
Revenue
$26,679
Expenses
$28,661
Net income
-$1,982
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
Peer Organizations

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