The Lakes Charitable Foundation

990PF • Fiscal year 2017 • EIN 27-1424586

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

Organization Profile

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

-4.1%

Higher net margin than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

-0.5%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

-71%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$441,369

Down $2,168 (-0.5%) from 2016

Net Assets

Down

$441,369

Down $2,168 (-0.5%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin33rd percentile

Revenue

Down

$52,601

Down $128,030 (-71%) from 2016

Expenses

Down

$54,769

Down $61,809 (-53%) from 2016

Net Income

Down

-$2,168

Down $66,221 (-103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2017

Assets$441,369

Liabilities$0

Net Assets$441,369

Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

Highlighted filing

2017

Revenue$52,601

Expenses$54,769

Net Income-$2,168

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Nov 14, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kevin Carnahan	Co-Pres / Director / Sec	PT	$0	-	-
Laurie Carnahan	Co- Pres / Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Lakes Charitable Foundation
EIN: 27-1424586
In Care Of: % Foundation Source
Phone: 8008391754
Address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name: Kevin Carnahan
Title: secretary
Phone: 8008391754
Signed: 2018-11-14
Discuss with paid preparer: Yes

Preparer

Firm: Foundation Source
Address: One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer: Jeffrey D Haskell
Phone: 8008391754

Raw XML Appendix358 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	25000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	25000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	UNCOMMON CACAO, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	VEGA COFFEE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	25000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Kevin Carnahan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Laurie Carnahan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Co-Pres / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Co- Pres / Dir
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8008391754
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	SOJOURNER'S OPERATIONAL INFRASTRUCTURE AND ITS FAITH-BASED INITIATIVES ON POVERTY, IMMIGRATION, GLOBAL THREATS, CLIMATE CHANGE, RACIAL AND GENDER INJUSTICE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	1875
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	1875
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Kevin Carnahan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Laurie Carnahan
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Christie Valenzona Missionary work in the Philippines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BAYMARIN COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	INDEGO AFRICA PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	YOUNG LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	150 N SAN PEDRO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	51 W 52ND ST STE 2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 70065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	PRESCOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	86304
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	46000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5016
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	206059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	354484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	97611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	48594
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	222687
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	222687
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	756928
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	50180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	206059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	354484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	97611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	48594
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	55196
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	50180
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	979615
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	929435
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Kevin and Laurie Carnahan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	541 Oak Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	San Anselmo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	94960
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	40000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	MCE SOCIAL CAPITAL - PRI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	SOJOURNERS - PRI
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	100000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	7296
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	9000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	3750
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Interest Income from MCE Social Capital
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	INTEREST INCOME FROM SOJOURNERS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	9000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	3750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	9000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	3750
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	0	25000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt	0	LEGWORKS INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	0	7.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc	0	N/A
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt	0	2021-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt	0	25000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt	0	INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt	0	2016-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt	0	PRINCIPAL & INTEREST DUE UPON MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt	0	NONE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	148
TaxesSchedule/TaxesDetail/Amt	0	1300
TaxesSchedule/TaxesDetail/CategoryTxt	0	990-PF Estimated Tax for 2017
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEVIN CARNAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Lakes Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	LAKE
ReturnHeader/Filer/EIN	0	271424586
ReturnHeader/Filer/InCareOfNm	0	% Foundation Source
ReturnHeader/Filer/PhoneNum	0	8008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm	0	Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	A03CA8425FE017993163D7917FD3F5FFAC126974
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	06391520183195000067
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	24.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffrey D Haskell
ReturnHeader/ReturnTs	0	2018-11-15T13:03:19-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $441,369
Liabilities: $0
Net assets: $441,369
Revenue: $52,601
Expenses: $54,769
Net income: -$2,168

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$2.55	$0.00	$2.55	$0.33	$1.09	$0.76
2021Detailed filing. Detailed filing data is available for this year.	$3.32	$0.00	$3.32	$0.47	$0.94	$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.36	$0.00	$4.36	$0.91	$0.96	$0.06
2017Detailed filing. Detailed filing data is available for this year.	$4.41	$0.00	$4.41	$0.53	$0.55	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$4.44	$0.00	$4.44	$1.81	$1.17	$0.64
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.79	$0.00	$3.79	$2.32	$1.18	$1.14
2014Detailed filing. Detailed filing data is available for this year.	$2.66	$0.00	$2.66	$0.64	$1.22	$0.58
2013Detailed filing. Detailed filing data is available for this year.	$3.24	$0.00	$3.24	$0.59	$0.74	$0.15
2012Detailed filing. Detailed filing data is available for this year.	$3.39	$0.00	$3.39		$2.53
2011Detailed filing. Detailed filing data is available for this year.	$4.76	$0.00	$4.76		$0.78