Civic Intelligence

Lakeridge Foundation

990PF • Fiscal year 2010 • EIN 20-0940862

Jan 01, 2010 to Dec 31, 2010 • Filed on May 10, 2011

Organization Profile
34 Lakeridge Drive14127
Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2010 filings • NTEE T22 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

2010 filings • NTEE T22 • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets90th percentile

Assets

$215,679

No earlier filing loaded for comparison.

Net Assets

$215,679

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$40,224

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2010: $215,679Liabilities 2010: $0Net Assets 2010: $215,6792010Assets 2011: $198,045Liabilities 2011: $0Net Assets 2011: $198,0452011Assets 2012: $967,905Liabilities 2012: $0Net Assets 2012: $967,9052012Assets 2013: $1,264,104Liabilities 2013: $0Net Assets 2013: $1,264,1042013Assets 2014: $1,038,676Liabilities 2014: $0Net Assets 2014: $1,038,6762014Assets 2015: $1,675,951Liabilities 2015: $0Net Assets 2015: $1,675,9512015Assets 2016: $2,090,511Liabilities 2016: $0Net Assets 2016: $2,090,5112016Assets 2017: $1,938,717Liabilities 2017: $0Net Assets 2017: $1,938,7172017Assets 2018: $1,471,240Liabilities 2018: $0Net Assets 2018: $1,471,2402018Assets 2019: $279,499Liabilities 2019: $0Net Assets 2019: $279,4992019Assets 2020: $552,901Liabilities 2020: $0Net Assets 2020: $552,9012020Assets 2021: $8,144,749Liabilities 2021: $0Net Assets 2021: $8,144,7492021Assets 2022: $8,822,171Liabilities 2022: $0Net Assets 2022: $8,822,1712022Assets 2023: $4,004,537Liabilities 2023: $0Net Assets 2023: $4,004,5372023Assets 2024: $1,564,661Liabilities 2024: $0Net Assets 2024: $1,564,6612024

Highlighted filing

2010

Assets$215,679
Liabilities$0
Net Assets$215,679
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $40,2242010Expenses 2011: $79,1922011Expenses 2012: $64,3042012Revenue 2013: $2,401,230Expenses 2013: $2,110,140Net Income 2013: $291,0902013Revenue 2014: $1,604,347Expenses 2014: $1,823,590Net Income 2014: -$219,2432014Revenue 2015: $2,648,490Expenses 2015: $1,902,057Net Income 2015: $746,4332015Revenue 2016: $1,051,422Expenses 2016: $764,637Net Income 2016: $286,7852016Revenue 2017: $612,823Expenses 2017: $1,014,483Net Income 2017: -$401,6602017Revenue 2018: $1,693,891Expenses 2018: $1,767,886Net Income 2018: -$73,9952018Revenue 2019: $154,051Expenses 2019: $1,477,136Net Income 2019: -$1,323,0852019Revenue 2020: $385,615Expenses 2020: $170,519Net Income 2020: $215,0962020Revenue 2021: $7,548,344Expenses 2021: $5,965Net Income 2021: $7,542,3792021Revenue 2022: $6,012,623Expenses 2022: $5,188,378Net Income 2022: $824,2452022Revenue 2023: $162,975Expenses 2023: $5,106,200Net Income 2023: -$4,943,2252023Revenue 2024: $243,526Expenses 2024: $2,666,593Net Income 2024: -$2,423,0672024

Highlighted filing

2010

Revenue-
Expenses$40,224
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 10, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY S MEYERTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWHEATON COLLEGEEDUCATIONAL/SCHOLARSHIPSSCHOOLWHEATON, IL, US$29,063
Paid GrantOP CENTRAL SCHOOL DISTRICTEDUCATIONAL/SCHOLARSHIPSSCHOOLORCHARD PARK, NY, US$3,000
Paid GrantWORLD HOPECHARITABLE CONTRIBUTIONPUBLIC CHARITYALEXANDRIA, VA, US$306
Filing and Contact Details

Filer

EIN
20-0940862
Raw XML Appendix354 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
DistributionFromCorpusElection/Election0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0ALTERNATIVE INVESTMENTS
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0290
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0189650
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02336
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0187314
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02845
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn09340
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEFFREY S MEYER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1034 LAKERIDGE DRIVE
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted09340
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10309800
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40168344
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50156439
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus09340
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY09340
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50147099
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0513121
IRS990PF/UndistributedIncome/ExcessFromCurrentYear034977
IRS990PF/UndistributedIncome/ExcessFromYear10309800
IRS990PF/UndistributedIncome/ExcessFromYear40168344
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions034977
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0660220
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0634583
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus034977
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions029063
IRS990ScheduleB/ContributorInfo/AggregateContributions17112
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10SOUTH 6711 EAST EDEN RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11PO BOX 6
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HAMBURG
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1HAMBURG
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode014075
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode114075
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine101101 FOUNDATION
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0DONALD EICHLER
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1NYS DEPT OF LAW FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0631
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps150
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0631
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks150
OtherIncreasesSchedule/OtherIncreases/Amount023643
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05175
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05175
TaxesSchedule/Taxes/Amount072
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome072
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0200940862
ReturnHeader/Filer/Name/BusinessNameLine10LAKERIDGE FOUNDATION
ReturnHeader/Filer/NameControl0LAKE
ReturnHeader/Filer/Phone07166492850
ReturnHeader/Filer/USAddress/AddressLine1034 LAKERIDGE DRIVE
ReturnHeader/Filer/USAddress/City0ORCHARD PARK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014127
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-10
ReturnHeader/Officer/Name0JEFFREY S MEYER
ReturnHeader/Officer/Phone07166492850
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHIAMPOU TRAVIS BESAW & KERSHNER LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1045 BRYANT WOODS NORTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AMHERST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode014228
ReturnHeader/Preparer/Name0ROSEMARIE STEEB
ReturnHeader/Preparer/Phone07166302400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-13T13:38:43-05:00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,679
Liabilities
$0
Net assets
$215,679
Revenue
-
Expenses
$40,224
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.24$2.67$2.42
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.16$5.11$4.94
2022Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$6.01$5.19$0.82
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$7.55$0.01$7.54
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.39$0.17$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.15$1.48$1.32
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.69$1.77$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.61$1.01$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.05$0.76$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$2.65$1.90$0.75
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.60$1.82$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$2.40$2.11$0.29
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.04