Civic Intelligence

Lakeridge Foundation

990PF • Fiscal year 2017 • EIN 20-0940862

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
34 Lakeridge DriveOrchard Park, NY 14127

(716) 649-2850

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

21st percentile

-66%

Higher net margin than 21% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-7.3%

Faster asset growth than 12% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$1,938,717

Down $151,794 (-7.3%) from 2016

Net Assets

Down

$1,938,717

Down $151,794 (-7.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin21st percentile

Revenue

Down

$612,823

Down $438,599 (-42%) from 2016

Expenses

Up

$1,014,483

Up $249,846 (+33%) from 2016

Net Income

Down

-$401,660

Down $688,445 (-240%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2017

Assets$1,938,717
Liabilities$0
Net Assets$1,938,717
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

2017

Revenue$612,823
Expenses$1,014,483
Net Income-$401,660
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWHEATON COLLEGEEDUCATIONAL/SCHOLARSHIPSSCHOOLWHEATON, IL, US$1,000,000
Filing and Contact Details

Filer

Filer Name
Lakeridge Foundation
EIN
20-0940862
Phone
7166492850
Address
34 LAKERIDGE DRIVE, ORCHARD PARK, NY 14127

Signing Officer

Name
Jeffrey S Meyer
Title
Trustee
Phone
7166492850
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Chiampou Travis Besaw & Kershner Llp
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228
Preparer
Mary Ellen Mitchell
Phone
7166302400
Raw XML Appendix348 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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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SAM COSTA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04002 LEGION DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAMBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014075
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07166492850
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL/SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WHEATON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WHEATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0601875593
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0111910
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0111910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0636255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01798450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01768229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02066345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt058820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07157619
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0888340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0636255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01798450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01768229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02066345
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0888340
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07216439
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06328099
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JEFFREY S MEYER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt034 LAKERIDGE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ORCHARD PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd014127
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0549165
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0249866
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012501
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012501
TaxesSchedule/TaxesDetail/Amt01039
TaxesSchedule/TaxesDetail/Amt1265
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01039
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY S MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07166492850
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKERIDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0200940862
ReturnHeader/Filer/PhoneNum07166492850
ReturnHeader/Filer/USAddress/AddressLine1Txt034 LAKERIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ORCHARD PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014127
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BC64D00973752B75E8F5E2C6083600C312EF2E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CAB4B20C9077208CE704FCC9099C88110051BC5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.45.217.66
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:06:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161468002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIAMPOU TRAVIS BESAW & KERSHNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 BRYANT WOODS NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014228
ReturnHeader/PreparerPersonGrp/PhoneNum07166302400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ELLEN MITCHELL
ReturnHeader/ReturnTs02018-05-15T07:22:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,938,717
Liabilities
$0
Net assets
$1,938,717
Revenue
$612,823
Expenses
$1,014,483
Net income
-$401,660
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