Civic Intelligence

Lakeshore Community Foundation Inc.

990 • Fiscal year 2012 • EIN 27-0978059

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 17, 2013

Organization ProfileWWW.LAKESHORECOMMUNITYFOUNDATION.ORG
915 Memorial Drive54220
Siviq Scores

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

Liabilities / Assets

40th percentile

0.12x

Higher debt load relative to assets than 40% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

99th percentile

559%

Faster asset growth than 99% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$5,790,965

Up $4,912,703 (+559%) from 2011

Net Assets

Up

$5,079,501

Up $4,491,562 (+764%) from 2011

Liabilities

Up

$711,464

Up $421,141 (+145%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$172,946

Up $10,577 (+6.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$150M$100M$50M$0Assets 2010: $25,023Liabilities 2010: $0Net Assets 2010: $25,0232010Assets 2011: $878,262Liabilities 2011: $290,323Net Assets 2011: $587,9392011Assets 2012: $5,790,965Liabilities 2012: $711,464Net Assets 2012: $5,079,5012012Assets 2013: $10,415,224Liabilities 2013: $939,165Net Assets 2013: $9,476,0592013Assets 2014: $20,404,980Liabilities 2014: $3,005,327Net Assets 2014: $17,399,6532014Assets 2015: $20,814,076Liabilities 2015: $5,178,507Net Assets 2015: $15,635,5692015Assets 2016: $26,523,457Liabilities 2016: $7,406,325Net Assets 2016: $19,117,1322016Assets 2017: $31,105,421Liabilities 2017: $8,814,523Net Assets 2017: $22,290,8982017Assets 2018: $33,795,235Liabilities 2018: $9,421,322Net Assets 2018: $24,373,9132018Assets 2019: $43,299,229Liabilities 2019: $11,983,431Net Assets 2019: $31,315,7982019Assets 2020: $53,091,226Liabilities 2020: $14,253,198Net Assets 2020: $38,838,0282020Assets 2021: $63,225,360Liabilities 2021: $18,917,159Net Assets 2021: $44,308,2012021Assets 2022: $68,694,276Liabilities 2022: $26,011,862Net Assets 2022: $42,682,4142022Assets 2023: $91,205,472Liabilities 2023: $31,739,000Net Assets 2023: $59,466,4722023Assets 2024: $115,562,778Liabilities 2024: $39,061,976Net Assets 2024: $76,500,8022024

Highlighted filing

2012

Assets$5,790,965
Liabilities$711,464
Net Assets$5,079,501
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $75,501Expenses 2010: $50,478Net Income 2010: $25,0232010Expenses 2011: $162,3692011Expenses 2012: $172,9462012Revenue 2013: $3,968,690Expenses 2013: $395,849Net Income 2013: $3,572,8412013Revenue 2014: $8,018,586Expenses 2014: $681,313Net Income 2014: $7,337,2732014Revenue 2015: $2,524,651Expenses 2015: $3,715,276Net Income 2015: -$1,190,6252015Revenue 2016: $4,785,961Expenses 2016: $1,802,696Net Income 2016: $2,983,2652016Revenue 2017: $6,253,929Expenses 2017: $1,760,139Net Income 2017: $4,493,7902017Revenue 2018: $6,212,603Expenses 2018: $1,840,671Net Income 2018: $4,371,9322018Revenue 2019: $4,685,331Expenses 2019: $1,555,210Net Income 2019: $3,130,1212019Revenue 2020: $5,804,864Expenses 2020: $1,745,009Net Income 2020: $4,059,8552020Revenue 2021: $5,447,906Expenses 2021: $2,442,942Net Income 2021: $3,004,9642021Revenue 2022: $7,908,496Expenses 2022: $2,163,783Net Income 2022: $5,744,7132022Revenue 2023: $13,617,516Expenses 2023: $1,791,149Net Income 2023: $11,826,3672023Revenue 2024: $16,802,979Expenses 2024: $1,980,681Net Income 2024: $14,822,2982024

Highlighted filing

2012

Revenue-
Expenses$172,946
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 17, 2013
Return Version
2012v2.1
Gross Receipts
$5,424,870
Mission and Program Overview

Mission

To gather, grow and give charitable financial resources in order to build stronger more vibrant communities now and into the future.

Filing and Contact Details

Filer

EIN
27-0978059
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IRS990/Description0LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED AND OPERATED AS A COLLECTION OF PERMANENT FUNDS TO BENEFIT PRIMARILY MANITOWOC AND SHEBOYGAN COUNTIES. THE FOUNDATION WAS FORMALLY INTRODUCED TO THE TWO COUNTIES IN JULY 2011, AND ITS FIRST 12 FUNDS WERE ESTABLISHED IN 2011. DURING 2012, THE FOUNDATION ADDED 8 FUNDS TO ITS PORTFOLIO FOR A TOTAL OF 20 FUNDS AT YEAR END. THE COMPOSITION OF FUNDS BY TYPE AT YEAR END WERE AS FOLLOWS: AGENCY FUNDS - 5; DESIGNATED FUNDS - 7; DONOR ADVISED FUNDS - 4; FIELD OF INTEREST FUNDS - 4; UNRESTRICTED FUNDS - 0. ALL BUT 3 OF THE THE 20 FUNDS ARE ENDOWED. AVERAGE FUND SIZE WAS $280,133. ANNUAL GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $4,775,000 FOR A TOTAL OF $5,603,000 IN CONTRIBUTIONS SINCE THE FOUNDATION BEGAN ACCEPTING FUNDS IN MAY 2011. THE FOUNDATION MADE 4 GRANTS DURING 2012 TOTALING $7,139. ONE GRANT WAS FROM AN AGENCY FUND, ONE FROM A DESIGNATED FUND AND TWO FROM A DONOR ADVISED FUND.
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IRS990ScheduleO/GeneralExplanation/Explanation0A FORM 990 WAS PREPARED FOR THE YEAR ENDED 12/31/12. THE BOARD MEMBERS RECEIVED AN ELECTRONIC COPY OF FORM 990, AND IT WAS REVIEWED AND APPROVED IN JUNE OF 2013.
IRS990ScheduleO/GeneralExplanation/Explanation1ANNUALLY, THE BOARD REVIEWS AND APPROVES THE CONFLICT OF INTEREST POLICY, AND EACH DIRECTOR COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT IS KEPT ON FILE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD, REPRESENTING INDEPENDENT PERSONS, SETS THE EXECUTIVE COMPENSATION DURING EXECUTIVE SESSION. THE EXECUTIVE DIRECTOR'S PERFORMANCE IS REVIEWED ALONG WITH THE COUNCIL ON FOUNDATION'S CURRENT GRANTMAKERS SALARIES AND BENEFITS SURVEY. THE BOARD CONSIDERS THE CEO BASE SALARY RANGE FOR COMMUNITY FOUNDATIONS WITH LESS THAN $5M IN ASSETS. ADDITIONALLY, THE BOARD IS COMPLIANT WITH IRS GUIDANCE ON EXECUTIVE COMPENSATION INVOLVING PUBLIC CHARITIES.
IRS990ScheduleO/GeneralExplanation/Explanation3UPON REQUEST. ALSO, FOLLOWING BOARD APPROVAL OF THE AUDITED FINANCIAL STATEMENTS, MANAGEMENT SUMMARIZES THE FINANCIAL STATEMENTS, SUBMITS THEM TO SCHENCK FOR REVIEW AND THEN MAKES THEM AVAILABLE AT LCF'S WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation4THE AUDIT IS OVERSEEN BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ALSO CHOOSES THE INDEPENDENT ACCOUNTANT WHICH PERFORMS THE AUDIT.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C:
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054220
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10RACHEL WIEGERT
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IRS990/TotalFunctionalExpenses/ProgramServices063566
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IRS990/TotalLiabilities/EOY0711464

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,790,965
Liabilities
$711,464
Net assets
$5,079,501
Revenue
-
Expenses
$172,946
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$116$39.1$76.5$16.8$1.98$14.8
2023Detailed filing. Detailed filing data is available for this year.$91.2$31.7$59.5$13.6$1.79$11.8
2022Detailed filing. Detailed filing data is available for this year.$68.7$26.0$42.7$7.91$2.16$5.74
2021Detailed filing. Detailed filing data is available for this year.$63.2$18.9$44.3$5.45$2.44$3.00
2020Detailed filing. Detailed filing data is available for this year.$53.1$14.3$38.8$5.80$1.75$4.06
2019Detailed filing. Detailed filing data is available for this year.$43.3$12.0$31.3$4.69$1.56$3.13
2018Detailed filing. Detailed filing data is available for this year.$33.8$9.42$24.4$6.21$1.84$4.37
2017Detailed filing. Detailed filing data is available for this year.$31.1$8.81$22.3$6.25$1.76$4.49
2016Detailed filing. Detailed filing data is available for this year.$26.5$7.41$19.1$4.79$1.80$2.98
2015Detailed filing. Detailed filing data is available for this year.$20.8$5.18$15.6$2.52$3.72$1.19
2014Detailed filing. Detailed filing data is available for this year.$20.4$3.01$17.4$8.02$0.68$7.34
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.94$9.48$3.97$0.40$3.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.71$5.08$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.29$0.59$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.08$0.05$0.03