Civic Intelligence

Lakeshore Community Foundation Inc.

990 • Fiscal year 2017 • EIN 27-0978059

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 31, 2018

Organization ProfileWWW.LAKESHORECOMMUNITYFOUNDATION.ORG
915 Memorial DriveManitowoc, WI 54220

(920) 682-5222

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.28x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

1.41x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$101,402

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

31%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$31,105,421

Up $4,581,964 (+17%) from 2016

Net Assets

Up

$22,290,898

Up $3,173,766 (+17%) from 2016

Liabilities

Up

$8,814,523

Up $1,408,198 (+19%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin96th percentile

Revenue

Up

$6,253,929

Up $1,467,968 (+31%) from 2016

Expenses

Down

$1,760,139

Down $42,557 (-2.4%) from 2016

Net Income

Up

$4,493,790

Up $1,510,525 (+51%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$31,105,421
Liabilities$8,814,523
Net Assets$22,290,898
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

2017

Revenue$6,253,929
Expenses$1,760,139
Net Income$4,493,790
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$26,106,051
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.

To gather, grow and give charitable financial resources to benefit the communities it serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,971,258$30,377,295▲ $8,406,037
Cash and Non-Interest-Bearing Accounts$4,338,209$459,696▼ $3,878,513
Pledges and Grants Receivable$25,000$79,494▲ $54,494
Prepaid Expenses and Deferred Charges$3,790$3,736▼ $54
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$26,523,457$31,105,421▲ $4,581,964
Other Assets Total$185,200$185,200→ $0
Liabilities
Other Liabilities$7,383,864$8,788,151▲ $1,404,287
Accounts Payable and Accrued Expenses$22,461$26,372▲ $3,911
Total Liabilities$7,406,325$8,814,523▲ $1,408,198
Net Assets / Fund Balance
Unrestricted Net Assets$19,117,132$22,290,898▲ $3,173,766
Total Net Assets Fund Balance$19,117,132$22,290,898▲ $3,173,766
Total Liabilities and Net Assets / Fund Balance$26,523,457$31,105,421▲ $4,581,964

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$4,345$4,345
Equipment$0$4,010$4,010
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel WiegertExecutive DirectorFT$97,273$4,129$101,402

Board Members and Trustees

NameTitle
Thomas BarePresident
Thomas AschenbrennerVice President
Edward MckelveyBoard Member
Karri NeilsBoard Member
Randy OlmBoard Member
Richard BalgeBoard Member
Tim SchroederBoard Member
Jane PfefferSecretary
Joseph DiraimondoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,882,576
Program Service Revenue
$28,918
Investment Income
$4,342,435
Other Revenue
$0
All Other Contributions
$1,882,576
Change in Net Assets
$4,493,790

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$1,046,685Mean Trading Value
Total Noncash Contributions4$1,046,685-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,253,929
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,308,024
Total Revenue per Audited Statements
$4,945,905
Total Revenue per Form 990
$6,253,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,468,789
Other Expenses$182,997
Salaries, Compensation, and Employee Benefits$108,353
Total Fundraising Expense$5,709
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,468,789--$1,468,789
Fees for Service Investment Mgmnt Fees-$106,506-$106,506
Current Officers, Directors, Trustees, and Key Employees$50,456$45,410$5,046$100,912
Fees for Services Other-$37,149-$37,149
Fees for Services Accounting-$13,250-$13,250
Payroll Taxes$3,721$3,348$372$7,441
Office Expenses$3,199$2,364$249$5,812
Fees for Services Legal-$4,705-$4,705
Insurance$2,289$2,289-$4,578
Conferences and Meetings$2,948--$2,948
Travel$1,710--$1,710
All Other Expenses$582$583-$1,165
Other Expenses$170$170$42$340
Total Functional Expenses$1,538,656$215,774$5,709$1,760,139

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,772,139
Expenses per Audited Statements$1,760,139
Total Expenses per Form 990$1,760,139
Expenses Not Reported on Form 990$12,000
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Redevelopment Authority of the City of PlymouthPlymouth, WIGovernmentDowntown Business Program$200,000
Lakeshore Technical College Foundation IncCleveland, WI501(c)3Scholarships$183,096
Marquette UniversityMilwaukee, WI501(c)3Onyourmarq Autism Spectrum Disorder Support Program Fund$150,000
Friends of Sheboygan Jaycees IncSheboygan, WI501(c)3Shaw Family Playground$100,000
Manitowoc Public School DistrictManitowoc, WIGovernmentScholarships$88,500
Roncalli High SchoolManitowoc, WI501(c)3Scholarships$82,500
Wisconsin Maritime Museum IncManitowoc, WI501(c)3$14,200 CURATOR SALARY; $50K HVAC; $915 2 SUMP PUMP FOR COBIA; $1,410 AERATOR ACCESSORIES & REPAIR; $138.75 LIFE LINES FOR LIFE RINGS; $5K MARINE SURVEYOR DRY DOCK REPORT$71,664
United Way of Sheboygan CountySheboygan, WI501(c)3Coordinator Position for Cpc$60,000
Northwestern UniversityEvanston, IL501(c)3$1,500 KAPPA ALPHA THETA BUILDING FUND; $50K OTTO GRAHAM SOCIETY FOR ATHLETICS$51,500
Village of St NazianzSt Nazianz, WIGovernmentUpdate/remodel Village Park & Restrooms.$50,000
Silver Lake College of the Holy FamilyManitowoc, WI501(c)3SCHOLARSHIPS - NURSING/HEALTHCARE ($32,966) & GENERAL OPERATING SUPPORT($500)$33,466
Uw Manitowoc Foundation IncManitowoc, WI501(c)3Scholarships$32,967
United Way Manitowoc County IncManitowoc, WI501(c)3General Operating Support$30,000
Lakeshore Community Healthy Care IncSheboygan, WI501(c)3Medical Refrigerator & Freezer & General for Manitowoc Location.$27,850
Ymca Manitowoc Wisconsin IncManitowoc, WI501(c)3$25K PROGRAMS FOR DISADVANTAGED CHILDREN; $250 Y BREAK & TEEN LEADERS PROGRAM$25,250
Nourish Farms IncSheboygan Falls, WI501(c)3General Operating Support$25,000
Lakeshore First Robotics ProgramSt Nazianz, WI501(c)3General Operating Support$20,000
Make-a-wish Foundation of Wisconsin IncAppleton, WI501(c)3Gourmet Wishes Event$10,000
Outrun the Sun IncIndianapolis, IN501(c)3Race Against Melanoma$10,000
Richardson Humane Society IncRichardson, TX501(c)3General Operating Support$10,000
Sheboygan Public Education Foundation IncSheboygan, WI501(c)3Scholarship$10,000
Capitol Civic Centre IncManitowoc, WI501(c)3General Operating Support$8,750
Manitowoc Symphony Orchestra Association IncManitowoc, WI501(c)3General Operating Support$8,250
Blessed Sacrament CongregationMadison, WI501(c)3General Operating Support$8,208
Sacred Heart Catholic ChurchLacombe, LA501(c)3General Operating Support$8,208
St Francis of Assisi ParishManitowoc, WI501(c)3General Operating Support$8,208
St Peter the Fisherman ParishTwo Rivers, WI501(c)3General Operating Support$8,208
City of ManitowocManitowoc, WIGovernment$128.57 POLICE EQUIPMENT; $2,931 K9 STORM PATROL SWAT VEST; $5K K9 PRESERVATION FUND; $128.57 FIRE EQUIPMENT$8,188
Salvation ArmyManitowoc, WI501(c)3$7,131.37 - MANITOWOC OPERATING SUPPORT; $1K SHEBOYGAN OPERATING SUPPORT (710 PENNSYLVANIA AVE., SHEBOYGAN, 53081)$8,131
ANN'S HOPE FOUNDATION INCHartland, WI501(c)3Annual Block Melanoma 5k Run & 3k Walk$7,500
American Red CrossOshkosh, WI501(c)3$5K HURRICAN HARVEY & $1K OPERATING & $1K DANCING W/OUR STARS$7,000
Boys and Girls Clubs of Sheboygan CountySheboygan Falls, WI501(c)3$3K GUSS MACKER TOURNAMENT & $3K OPERATING SUPPORT$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$8,788,151
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 form 990 was prepared for the year ended 12/31/17. The board members received an electronic copy of the 2017 form 990. It was reviewed, with representatives from the firm preparing the form 990, at the july 25, 2018 board meeting and approved at said meeting.”

Form 990, Part VI, Section B, Line 12C

“Annually, 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.”

Form 990, Part VI, Section B, Line 15A

“The 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 comparable assets under management. Additionally, the board is aware of and compliant with irs guidance on executive compensation involving public charities.”

Form 990, Part VI, Section C, Line 19

“The foundation makes it governing documents, conflict of interest policy and financial statements available upon request. Also, following board approval of the audited financial statements, management summarizes the financial statements, submits them to the auditors for review, and then makes them available at the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Lakeshore Community Foundation Inc
EIN
27-0978059
Phone
9206825222
Address
915 MEMORIAL DRIVE, MANITOWOC, WI 54220

Signing Officer

Name
Rachel Wiegert
Title
Executive Director
Phone
9206820715
Signed
2018-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Wiegert
Formed
2009
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
8

Preparer

Firm
Schenck Sc
Address
100 MARITIME DRIVE SUITE 2B, MANITOWOC, WI 54220-6805
Preparer
Lacey Silbernagel
Phone
9206845500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The foundation's board of directors assumes responsibility for oversight of the foundation's annual audits and appoints the foundation's independent accountant to perform the annual audits.”

Raw XML AppendixShowing 400 of 750 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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IRS990/ActivityOrMissionDesc0TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES TO BENEFIT THE COMMUNITIES IT SERVES.
IRS990/AllOtherContributionsAmt01882576
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IRS990/Desc0LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED AND OPERATED PRIMARILY AS A COLLECTION OF PERMANENT FUNDS TO BENEFIT SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE LONG TERM BENEFIT OF THE COUNTIES IT SERVES. DURING 2017, THE FOUNDATION ADDED 3 NEW FUNDS TO ITS PORTFOLIO FOR A TOTAL OF 50 FUNDS WITH AN AGGREGATE MARKET VALUE OF $30,900,000 AT YEAR END. THE COMPOSITION OF FUNDS BY TYPE AT YEAR END 2017 WERE AS FOLLOWS: AGENCY FUNDS - 19; DESIGNATED FUNDS - 12; DONOR ADVISED FUNDS - 13; FIELD OF INTEREST FUNDS - 5; UNRESTRICTED FUNDS - 0; LAKESHORE FUND - 1. AVERAGE FUND SIZE WAS $618,000. ANNUAL GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $3,468,000. THE FOUNDATION MADE 150 GRANTS DURING 2017 TOTALING $2,926,000. THE COMPOSITION OF THOSE GRANT DOLLARS INCLUDE $1,451,000 IN AGENCY GRANTS; AND $1,475,000 IN GRANTS FROM THE FOUNDATION'S DESIGNATED, DONOR ADVISED, AND FIELD OF INTEREST FUNDS. SINCE THE FIRST FUND WAS ESTABLISHED IN MAY 2011, THE FOUNDATION HAS DISTRIBUTED MORE THAN $9,300,000 IN GRANTS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt997273
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03855053
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt01468789
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01468789
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01468789
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023707175
IRS990/GrossReceiptsAmt026106051
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02289
IRS990/InsuranceGrp/ProgramServicesAmt02289
IRS990/InsuranceGrp/TotalAmt04578
IRS990/InvestmentIncomeGrp/ExclusionAmt0487382
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0487382
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021971258
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030377295
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08355
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt08355
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019852122
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LAKESHORE COMMUNITY FOUNDATION'S MISSION IS TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES IN ORDER TO BUILD STRONGER, MORE VIBRANT COMMUNITIES NOW AND INTO THE FUTURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019117132
IRS990/NetAssetsOrFundBalancesEOYAmt022290898
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03855053
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03855053
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1320024
IRS990/NoncashContributionsAmt01046685
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0249
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02364
IRS990/OfficeExpensesGrp/ProgramServicesAmt03199
IRS990/OfficeExpensesGrp/TotalAmt05812
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0185200
IRS990/OtherAssetsTotalGrp/EOYAmt0185200
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3BOOKS, SUBSCRIPTIONS, R
IRS990/OtherExpensesGrp/FundraisingAmt042
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0170
IRS990/OtherExpensesGrp/ProgramServicesAmt02653
IRS990/OtherExpensesGrp/ProgramServicesAmt11334
IRS990/OtherExpensesGrp/ProgramServicesAmt2805
IRS990/OtherExpensesGrp/ProgramServicesAmt3170
IRS990/OtherExpensesGrp/TotalAmt02653
IRS990/OtherExpensesGrp/TotalAmt11334
IRS990/OtherExpensesGrp/TotalAmt2847
IRS990/OtherExpensesGrp/TotalAmt3340
IRS990/OtherLiabilitiesGrp/BOYAmt07383864
IRS990/OtherLiabilitiesGrp/EOYAmt08788151
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0372
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03348
IRS990/PayrollTaxesGrp/ProgramServicesAmt03721
IRS990/PayrollTaxesGrp/TotalAmt07441
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt079494
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03790
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03736
IRS990/PrincipalOfficerNm0RACHEL WIEGERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028918
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028918
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04141314
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01535116
IRS990/PYInvestmentIncomeAmt0617885
IRS990/PYOtherExpensesAmt0159059
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026762
IRS990/PYRevenuesLessExpensesAmt02983265
IRS990/PYSalariesCompEmpBnftPaidAmt0108521
IRS990/PYTotalExpensesAmt01802696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04785961
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04493790
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt028918
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LAKESHORE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER TAX-EXEMPT ORGANIZATIONS. AS SUCH, LAKESHORE COMMUNITY FOUNDATION REPORTS CONTRIBUTIONS OF SUCH PROPERTY ON SCHEDULE A, PART II, LINE 1. HOWEVER, CONTRIBUTIONS OF SUCH PROPERTY ARE NOT INCLUDED IN REVENUE ON FORM 990, PART VIII.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 1:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03543112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03212617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04620627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02534198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01943074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015853628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0487382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0416105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0430007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0231760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0185132
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01750386
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt083312
IRS990ScheduleA/PublicSupportCY170Pct00.69120
IRS990ScheduleA/PublicSupportPY170Pct00.65790
IRS990ScheduleA/PublicSupportTotal170Amt012168142
IRS990ScheduleA/SubstantialContributorsTotAmt03685486
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03543112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03212617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04620627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02534198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01943074
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015853628
IRS990ScheduleA/TotalSupportAmt017604014
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012000
IRS990ScheduleD/DonatedServicesUseFcltsAmt012000
IRS990ScheduleD/DonorAdvisedFundsContriAmt01333572
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0946442
IRS990ScheduleD/DonorAdvisedFundsHeldCnt013
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt013607284
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04010
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04010
IRS990ScheduleD/ExpensesNotReportedAmt012000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01760139
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0473944
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0528920
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt017
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08519754
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1320024
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04345
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08788151
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/RevenueNotReportedAmt0-1308024
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06253929
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01760139
IRS990ScheduleD/TotalLiabilityAmt08788151
IRS990ScheduleD/TotalRevenuePerForm990Amt06253929
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04945905
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01772139
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt088500
IRS990ScheduleI/RecipientTable/CashGrantAmt182500
IRS990ScheduleI/RecipientTable/CashGrantAmt271664
IRS990ScheduleI/RecipientTable/CashGrantAmt3200000
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt5183096
IRS990ScheduleI/RecipientTable/CashGrantAmt633466
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt830000
IRS990ScheduleI/RecipientTable/CashGrantAmt960000
IRS990ScheduleI/RecipientTable/CashGrantAmt1025250
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt128750
IRS990ScheduleI/RecipientTable/CashGrantAmt138188
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt168250
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt187000
IRS990ScheduleI/RecipientTable/CashGrantAmt198208
IRS990ScheduleI/RecipientTable/CashGrantAmt206000
IRS990ScheduleI/RecipientTable/CashGrantAmt21100000
IRS990ScheduleI/RecipientTable/CashGrantAmt2227850
IRS990ScheduleI/RecipientTable/CashGrantAmt23150000
IRS990ScheduleI/RecipientTable/CashGrantAmt2451500
IRS990ScheduleI/RecipientTable/CashGrantAmt258208
IRS990ScheduleI/RecipientTable/CashGrantAmt268131
IRS990ScheduleI/RecipientTable/CashGrantAmt2710000
IRS990ScheduleI/RecipientTable/CashGrantAmt288208
IRS990ScheduleI/RecipientTable/CashGrantAmt298208
IRS990ScheduleI/RecipientTable/CashGrantAmt3032967
IRS990ScheduleI/RecipientTable/CashGrantAmt3150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)3

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Filings

Displayed year

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

Open filing
Assets
$31,105,421
Liabilities
$8,814,523
Net assets
$22,290,898
Revenue
$6,253,929
Expenses
$1,760,139
Net income
$4,493,790
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