Civic Intelligence

Lakeridge Foundation

990PF • Fiscal year 2020 • EIN 20-0940862

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
200 Delaware Avenue No 1509Buffalo, NY 14202

(716) 649-2850

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Net Margin

77th percentile

56%

Higher net margin than 77% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Asset Growth

95th percentile

98%

Faster asset growth than 95% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

150%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$552,901

Up $273,402 (+98%) from 2019

Net Assets

Up

$552,901

Up $273,402 (+98%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin77th percentile

Revenue

Up

$385,615

Up $231,564 (+150%) from 2019

Expenses

Down

$170,519

Down $1,306,617 (-88%) from 2019

Net Income

Up

$215,096

Up $1,538,181 (+116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2020

Assets$552,901
Liabilities$0
Net Assets$552,901
Open 2020 Filing

Operations Trend

Revenue Growth89th 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

2020

Revenue$385,615
Expenses$170,519
Net Income$215,096
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY S MEYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lakeridge Foundation
EIN
20-0940862
Phone
7166492850
Address
200 DELAWARE AVENUE NO 1509, BUFFALO, NY 14202

Signing Officer

Name
Jeffrey S Meyer
Title
Trustee
Phone
7166492850
Signed
2021-05-07
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 Appendix337 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25550 TECH CENTER DRIVE SUITE 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280919
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160500
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/AppliedToCurrentYearAmt015887
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01395846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01637296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0888340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0636255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01798450
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01798450
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04702450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0144713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01395846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01637296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0888340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0636255
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0144713
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06500900
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06356187
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/TotalContributionsAmt0375250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt058306
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05175
TaxesSchedule/TaxesDetail/Amt0221
TaxesSchedule/TaxesDetail/Amt11477
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0221
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY S MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07166492850
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKERIDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0200940862
ReturnHeader/Filer/PhoneNum07166492850
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 DELAWARE AVENUE NO 1509
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014202
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/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ELLEN MITCHELL
ReturnHeader/ReturnTs02021-05-12T11:58:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEYER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$552,901
Liabilities
$0
Net assets
$552,901
Revenue
$385,615
Expenses
$170,519
Net income
$215,096
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