Civic Intelligence

Brockport Area Health Foundation

990 • Fiscal year 2019 • EIN 16-1374547

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization ProfileWWW.LAKESIDEHEALTH.COM
PO Box 350Brockport, NY 14420

(585) 395-6095

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • NTEE E • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • NTEE E • $1M-$5M nonprofits • Source year 2019

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2019 filings • NTEE E • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2019 filings • NTEE E • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

9.9%

Faster asset growth than 64% of similar nonprofits.

2019 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,411,539

Up $127,327 (+9.9%) from 2018

Net Assets

Up

$1,411,539

Up $148,912 (+12%) from 2018

Liabilities

Down

$0

Down $21,585 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin88th percentile

Revenue

Down

$21,945

Down $218,671 (-91%) from 2018

Expenses

Down

$12,895

Down $6,667 (-34%) from 2018

Net Income

Down

$9,050

Down $212,004 (-96%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$1,411,539
Liabilities$0
Net Assets$1,411,539
Open 2019 Filing

Operations Trend

Revenue Growth2nd 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

2019

Revenue$21,945
Expenses$12,895
Net Income$9,050
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.1
Gross Receipts
$21,945
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$855,538$1,214,182▲ $358,644
Savings and Temporary Cash Investments$299,249$70,797▼ $228,452
Prepaid Expenses and Deferred Charges$8,390$4,195▼ $4,195
Total Assets$1,284,212$1,411,539▲ $127,327
Other Assets Total$121,035$122,365▲ $1,330
Liabilities
Other Liabilities$21,585$0▼ $21,585
Total Liabilities$21,585$0▼ $21,585
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,099,882$1,250,856▲ $150,974
Net Assets Without Donor Restrictions$162,745$160,683▼ $2,062
Total Net Assets Fund Balance$1,262,627$1,411,539▲ $148,912
Total Liabilities and Net Assets / Fund Balance$1,284,212$1,411,539▲ $127,327

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$122,365--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$855,538-▲ $358,644-$1,214,182
2018$881,242-▼ $25,704-$855,538
2017$793,833-▲ $87,409-$881,242
2016$797,626-▼ $3,793-$793,833
2015$828,420-▼ $30,794-$797,626
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Patricia HaylesChairman
James CummingsVice Chairman
Craig ZicariDirector
David RoseDirector
Elizabeth CarusoDirector
Kathleen PetersonDirector
Kory HuntsingerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,615
Other Revenue
$1,330
Change in Net Assets
$9,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$8,118--$8,118
Insurance$4,195--$4,195
Fees for Services Legal$552--$552
Other Expenses$30--$30
Total Functional Expenses$12,895$0$0$12,895
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
Lakeside Foundation Inc
EIN
16-1374547
Phone
5853956095
Address
PO BOX 350, BROCKPORT, NY 14420

Signing Officer

Name
Patricia Hayles
Title
Board Chair
Phone
5853956095
Signed
2020-06-30
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

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 on the statement of financial position and any earnings thereon are considered temporarily restricted until appropriated for expenditure.”

Raw XML Appendix400 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GENERATE 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATRICIA HAYLES
IRS990/BooksInCareOfDetail/PhoneNum05856378340
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04107 LAKE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROCKPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014420
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020615
IRS990/CYOtherExpensesAmt012895
IRS990/CYOtherRevenueAmt01330
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt09050
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012895
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021945
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0LAKESIDE FOUNDATION'S PURPOSE IS TO SOLICIT, RECEIVE AND MAINTAIN FUNDS EXCLUSIVELY FOR THE BENEFIT OF ORGANIZATIONS PROVIDING HEALTH CARE AND OTHER HEALTH-RELATED SERVICES IN THE AREA OF BROCKPORT, NEW YORK.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01099882
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01250856
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt012895
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08118
IRS990/FeesForServicesAccountingGrp/TotalAmt08118
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0552
IRS990/FeesForServicesLegalGrp/TotalAmt0552
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA HAYLES
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES CUMMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm3KORY HUNTSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH CARUSO
IRS990/Form990PartVIISectionAGrp/PersonNm5CRAIG ZICARI
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHLEEN PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt021945
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt04195
IRS990/InsuranceGrp/TotalAmt04195
IRS990/InvestmentIncomeGrp/ExclusionAmt020615
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020615
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0855538
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01214182
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GENERATE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01262627
IRS990/NetAssetsOrFundBalancesEOYAmt01411539
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0139862
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0162745
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0160683
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0121035
IRS990/OtherAssetsTotalGrp/EOYAmt0122365
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISC EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt030
IRS990/OtherExpensesGrp/TotalAmt030
IRS990/OtherLiabilitiesGrp/BOYAmt021585
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN LIFE INSURAN
IRS990/OtherRevenueMiscGrp/ExclusionAmt01330
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01330
IRS990/OtherRevenueTotalAmt01330
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08390
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04195
IRS990/PrincipalOfficerNm0PATRICIA HAYLES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0237972
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09060
IRS990/PYOtherExpensesAmt019562
IRS990/PYOtherRevenueAmt0-6416
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0221054
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019562
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0240616
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt09050
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0299249
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0237972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0246375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020615
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07832
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012102
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060878
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80190
IRS990ScheduleA/PublicSupportPY170Pct00.81960
IRS990ScheduleA/PublicSupportTotal170Amt0246375
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0237972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0246375
IRS990ScheduleA/TotalSupportAmt0307253
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0855538
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01214182
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0358644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0881242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0855538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-25704
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0793833
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0881242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087409
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0797626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0793833
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3793
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0828420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0797626
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30794
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0122365
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE - LIFE INSURANCE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52000
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 ON THE STATEMENT OF FINANCIAL POSITION AND ANY EARNINGS THEREON ARE CONSIDERED TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.48000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0122365
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 IN CONJUCTION 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 350
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01284212
IRS990/TotalAssetsEOYAmt01411539
IRS990/TotalAssetsGrp/BOYAmt01284212
IRS990/TotalAssetsGrp/EOYAmt01411539
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012895
IRS990/TotalFunctionalExpensesGrp/TotalAmt012895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021585
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt021585
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01262627
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01411539
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012895
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021945
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021945
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01284212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01411539
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 350
IRS990/USAddress/CityNm0BROCKPORT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014420
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LAKESIDEHEALTH.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA HAYLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05853956095
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0161374547
ReturnHeader/Filer/PhoneNum05853956095
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 350
ReturnHeader/Filer/USAddress/CityNm0BROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014420
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02020-06-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:10:22
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/PreparerPersonNm0KELLEY DEMONTE
ReturnHeader/ReturnTs02020-07-08T07:54:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,411,539
Liabilities
$0
Net assets
$1,411,539
Revenue
$21,945
Expenses
$12,895
Net income
$9,050
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