Civic Intelligence

Lakeside Legacy Foundation

990 • Fiscal year 2019 • EIN 33-1006907

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

401 Country Club RdCrystal Lake, IL 60014

(815) 455-8000

Siviq Scores

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

Liabilities / Assets

75th percentile

0.35x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

1.39x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

23rd percentile

-8.0%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$43,987

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-6.5%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,615,703

Down $50,067 (-1.9%) from 2018

Net Assets

Down

$1,693,432

Down $53,438 (-3.1%) from 2018

Liabilities

Up

$922,271

Up $3,371 (+0.4%) from 2018

Revenue

Down

$664,671

Down $46,353 (-6.5%) from 2018

Expenses

Up

$718,109

Up $39,366 (+5.8%) from 2018

Net Income

Down

-$53,438

Down $85,719 (-266%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,573,807Liabilities 2012: $825,377Net Assets 2012: $1,748,4302012Assets 2013: $2,763,202Liabilities 2013: $967,420Net Assets 2013: $1,795,7822013Assets 2014: $2,830,951Liabilities 2014: $988,683Net Assets 2014: $1,842,2682014Assets 2015: $2,773,425Liabilities 2015: $968,880Net Assets 2015: $1,804,5452015Assets 2016: $2,726,717Liabilities 2016: $1,007,342Net Assets 2016: $1,719,3752016Assets 2017: $2,675,266Liabilities 2017: $960,677Net Assets 2017: $1,714,5892017Assets 2018: $2,665,770Liabilities 2018: $918,900Net Assets 2018: $1,746,8702018Assets 2019: $2,615,703Liabilities 2019: $922,271Net Assets 2019: $1,693,4322019Assets 2020: $2,859,576Liabilities 2020: $859,688Net Assets 2020: $1,999,8882020Assets 2021: $2,955,150Liabilities 2021: $674,585Net Assets 2021: $2,280,5652021Assets 2022: $3,210,251Liabilities 2022: $730,506Net Assets 2022: $2,479,7452022Assets 2023: $3,112,502Liabilities 2023: $612,260Net Assets 2023: $2,500,2422023Assets 2024: $3,126,246Liabilities 2024: $565,246Net Assets 2024: $2,561,0002024

Highlighted filing

2019

Assets$2,615,703
Liabilities$922,271
Net Assets$1,693,432

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $557,0102012Revenue 2013: $632,525Expenses 2013: $585,173Net Income 2013: $47,3522013Revenue 2014: $754,920Expenses 2014: $708,434Net Income 2014: $46,4862014Revenue 2015: $677,328Expenses 2015: $715,051Net Income 2015: -$37,7232015Revenue 2016: $696,693Expenses 2016: $781,863Net Income 2016: -$85,1702016Revenue 2017: $667,012Expenses 2017: $671,797Net Income 2017: -$4,7852017Revenue 2018: $711,024Expenses 2018: $678,743Net Income 2018: $32,2812018Revenue 2019: $664,671Expenses 2019: $718,109Net Income 2019: -$53,4382019Revenue 2020: $899,364Expenses 2020: $592,908Net Income 2020: $306,4562020Revenue 2021: $938,267Expenses 2021: $657,590Net Income 2021: $280,6772021Revenue 2022: $1,030,789Expenses 2022: $831,609Net Income 2022: $199,1802022Revenue 2023: $1,152,236Expenses 2023: $1,131,739Net Income 2023: $20,4972023Revenue 2024: $1,179,253Expenses 2024: $1,118,495Net Income 2024: $60,7582024

Highlighted filing

2019

Revenue$664,671
Expenses$718,109
Net Income-$53,438
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.1
Gross Receipts
$1,194,553
Mission and Program Overview

Mission

The foundation's purpose is to preserve and protect the dole mansion and lakeside property for community use in a natural and historic setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,159,570$2,182,610▲ $23,040
Savings and Temporary Cash Investments$427,158$319,968▼ $107,190
Cash and Non-Interest-Bearing Accounts$37,704$36,664▼ $1,040
Accounts Receivable$9,340$30,534▲ $21,194
Pledges and Grants Receivable$11,350$22,700▲ $11,350
Prepaid Expenses and Deferred Charges$11,107$10,959▼ $148
Inventories for Sale or Use$3,541$6,268▲ $2,727
Total Assets$2,665,770$2,615,703▼ $50,067
Other Assets Total$6,000$6,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$879,380$872,238▼ $7,142
Accounts Payable and Accrued Expenses$25,820$31,128▲ $5,308
Other Liabilities$13,700$18,905▲ $5,205
Total Liabilities$918,900$922,271▲ $3,371
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,735,520$1,682,082▼ $53,438
Net Assets With Donor Restrictions$11,350$11,350→ $0
Total Net Assets Fund Balance$1,746,870$1,693,432▼ $53,438
Total Liabilities and Net Assets / Fund Balance$2,665,770$2,615,703▼ $50,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,204,376$760,184$1,964,560
Land$950,000-$950,000
Equipment$22,264$127,951$150,215
Other Land Buildings$5,970$116,806$122,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Siobhan CottoneFormer Executive DirectorFT$42,677$1,310$43,987
Janet KayCo-executive DirectorPT$23,154-$23,154
Nancy MerklingCo-executive DirectorPT$23,154-$23,154

Board Members and Trustees

NameTitle
Patricia LutzPresident
Jay LecoqueVice President
Jackie BaumannBoard Member
Leann CampbellBoard Member
Ron RussellBoard Member
Sarah HeldtBoard Member
Susan ChandlerBoard Member
Kathleen WoolleySecretary
Murray CrabtreeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$318,121
Program Service Revenue
$208,733
Investment Income
$1,795
Other Revenue
$136,022
All Other Contributions
$318,121
Change in Net Assets
$-53,438

Audited Revenue Reconciliation

Revenue per Audited Statements
$664,671
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,380
Total Revenue per Audited Statements
$666,051
Total Revenue per Form 990
$664,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$455,056
Salaries, Compensation, and Employee Benefits$263,053
Total Fundraising Expense$27,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$45,984$73,919$14,015$133,918
Occupancy$126,153$5,198-$131,351
Current Officers, Directors, Trustees, and Key Employees$30,555$49,118$9,312$88,985
Depreciation Depletion$76,211$3,114-$79,325
Fees for Services Accounting-$55,613-$55,613
Interest$42,028$1,717-$43,745
Payroll Taxes$16,443$19,839$3,868$40,150
Office Expenses$27,355$7,535-$34,890
Insurance$22,015$4,263$387$26,665
Advertising$26,037--$26,037
Information Technology$14,788$241-$15,029
Fees for Services Other$7,973--$7,973
Other Expenses$543$162-$543
Total Functional Expenses$462,334$228,193$27,582$718,109

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$719,489
Expenses per Audited Statements$718,109
Total Expenses per Form 990$718,109
Expenses Not Reported on Form 990$1,380
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$650,333
Fundraising Direct Expenses$528,502
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lakeside Festival$591,569$591,569$137,034$454,535
Gala$47,172$47,172$19,036$28,136
Total Events$650,333$650,333$453,104$197,229
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits Held$18,905
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

All board members review the form 990. After review, the treasurer and finance committee will make recommendations for necessary changes and/or acceptance. The full board of directors votes on acceptance and the president signs the return.

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

The organization monitors compliance when interviews are completed and background checks are done and accepted.

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

The compensation for the executive director is determined by a comprehensive evaluation process including comparisons with external and independent sources.

Form 990, Part VI, Section C, Line 18

The organization makes all governing documents, financial statements, and significant policies available to the public upon request.

Form 990, Part VI, Section C, Line 19

The organization makes all governing documents, financial statements, and significant policies available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lakeside Legacy Foundation
EIN
33-1006907
Phone
8154558000
Address
401 COUNTRY CLUB RD, CRYSTAL LAKE, IL 60014

Signing Officer

Name
Patricia Lutz
Title
President
Phone
8154558000
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Gioia
Formed
2002
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
14
Volunteers
900

Preparer

Firm
Mueller & Co Llp
Address
1707 N RANDALL RD STE 200, ELGIN, IL 60123
Preparer
Beth Ulbrich
Phone
8478888600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization has been determined to be exempt from income tax under section 501(c)(3) of the internal revenue code, and accordingly, no provision has been made for either federal or state income taxes. The organization has evaluated the tax positions taken for all open tax years. Currently, the 2016, 2017 and 2018 tax years are open and subject to examination by the internal revenue service; however, the organization is not currently under audit nor has the organization been contacted by this jurisdiction. Based on the evaluation of the organization's tax positions, management believes all positions would be upheld under an examination; therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended december 31, 2019 and 2018.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

COST OF GOODS SOLD

PART XII, LINE 2D - OTHER ADJUSTMENTS:

COST OF GOODS SOLD

Raw XML AppendixShowing 400 of 542 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025820
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031128
IRS990/AccountsReceivableGrp/BOYAmt09340
IRS990/AccountsReceivableGrp/EOYAmt030534
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S PURPOSE IS TO PRESERVE AND PROTECT THE DOLE MANSION AND LAKESIDE PROPERTY FOR COMMUNITY USE IN A NATURAL AND HISTORIC SETTING.
IRS990/AdvertisingGrp/ProgramServicesAmt026037
IRS990/AdvertisingGrp/TotalAmt026037
IRS990/AllOtherContributionsAmt0318121
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JODY FIELDS
IRS990/BooksInCareOfDetail/PhoneNum08154558000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 COUNTRY CLUB RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CRYSTAL LAKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060014
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt037704
IRS990/CashNonInterestBearingGrp/EOYAmt036664
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09312
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049118
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt030555
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt088985
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt01380
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0318121
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01795
IRS990/CYOtherExpensesAmt0455056
IRS990/CYOtherRevenueAmt0136022
IRS990/CYProgramServiceRevenueAmt0208733
IRS990/CYRevenuesLessExpensesAmt0-53438
IRS990/CYSalariesCompEmpBnftPaidAmt0263053
IRS990/CYTotalExpensesAmt0718109
IRS990/CYTotalFundraisingExpenseAmt027582
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0664671
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03114
IRS990/DepreciationDepletionGrp/ProgramServicesAmt076211
IRS990/DepreciationDepletionGrp/TotalAmt079325
IRS990/Desc0PART OF LAKESIDE LEGACY FOUNDATION'S (LLF) MISSION AND VISION IS TO PRESERVE AND PROTECT THE DOLE MANSION AND LAKESIDE ARTS PARK FOR THE COMMUNITY TO EXPERIENCE AND BE INSPIRED BY ART, ARTISTS AND IT'S EDUCATIONAL PROGRAMMING. LLF HAS ACHIEVED AND CONTINUES TO DO SO BY OFFERING ARTIST STUDIOS AND EVENT RENTAL SPACE FOR THEM TO EDUCATE OR CREATE THEIR OWN INSPIRING WORKS. LLF HAS 40 ARTIST STUDIOS OF WHICH 70% OF THE STUDIOS WHERE OCCUPIED DURING THE SUMMER MONTHS OF 2019. ARTISTS OF ALL GENRE (I.E. PAINTERS, PHOTOGRAPHERS, MUSICIANS, RECORDING ARTISTS, A CREATIVE WRITER, GRAPHIC DESIGNER AND QUILTER ETC.) OPERATED THEIR BUSINESSES AND/OR JUST CREATE THEIR WORKS OUT OF THESE STUDIOS AND/OR EVENT SPACE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt011350
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt011350
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0353482
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt055613
IRS990/FeesForServicesAccountingGrp/TotalAmt055613
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07973
IRS990/FeesForServicesOtherGrp/TotalAmt07973
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt47.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt920.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt111310
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1JAY LECOQUE
IRS990/Form990PartVIISectionAGrp/PersonNm2MURRAY CRABTREE
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN WOOLLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4RON RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm5LEANN CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm6JACKIE BAUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm7SARAH HELDT
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY MERKLING
IRS990/Form990PartVIISectionAGrp/PersonNm10JANET KAY
IRS990/Form990PartVIISectionAGrp/PersonNm11SIOBHAN COTTONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt923154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1023154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1142677
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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/TitleTxt9CO-EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11FORMER EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0528502
IRS990/FundraisingGrossIncomeAmt0650333
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01194553
IRS990/GrossSalesOfInventoryAmt015048
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0241
IRS990/InformationTechnologyGrp/ProgramServicesAmt014788
IRS990/InformationTechnologyGrp/TotalAmt015029
IRS990/InsuranceGrp/FundraisingAmt0387
IRS990/InsuranceGrp/ManagementAndGeneralAmt04263
IRS990/InsuranceGrp/ProgramServicesAmt022015
IRS990/InsuranceGrp/TotalAmt026665
IRS990/InterestGrp/ManagementAndGeneralAmt01717
IRS990/InterestGrp/ProgramServicesAmt042028
IRS990/InterestGrp/TotalAmt043745
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03541
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06268
IRS990/InvestmentIncomeGrp/ExclusionAmt01795
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01795
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01004941
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02159570
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02182610
IRS990/LandBldgEquipCostOrOtherBssAmt03187551
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S PURPOSE IS TO PRESERVE AND PROTECT THE DOLE MANSION AND LAKESIDE PROPERTY FOR COMMUNITY USE IN A NATURAL AND HISTORIC SETTING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0879380
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0872238
IRS990/NetAssetsOrFundBalancesBOYAmt01746870
IRS990/NetAssetsOrFundBalancesEOYAmt01693432
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0121831
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0121831
IRS990/NetIncomeOrLossGrp/ExclusionAmt05169
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013668
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt08499
IRS990/NetUnrelatedBusTxblIncmAmt0-295
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01735520
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01682082
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05198
IRS990/OccupancyGrp/ProgramServicesAmt0126153
IRS990/OccupancyGrp/TotalAmt0131351
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07535
IRS990/OfficeExpensesGrp/ProgramServicesAmt027355
IRS990/OfficeExpensesGrp/TotalAmt034890
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06000
IRS990/OtherAssetsTotalGrp/EOYAmt06000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1FOOD, DRINK, RENTAL EQU
IRS990/OtherExpensesGrp/Desc2BANDS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc3ART SALES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07474
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1162
IRS990/OtherExpensesGrp/ProgramServicesAmt012675
IRS990/OtherExpensesGrp/ProgramServicesAmt18090
IRS990/OtherExpensesGrp/ProgramServicesAmt25484
IRS990/OtherExpensesGrp/ProgramServicesAmt3543
IRS990/OtherExpensesGrp/TotalAmt020149
IRS990/OtherExpensesGrp/TotalAmt18252
IRS990/OtherExpensesGrp/TotalAmt25484
IRS990/OtherExpensesGrp/TotalAmt3543
IRS990/OtherLiabilitiesGrp/BOYAmt013700
IRS990/OtherLiabilitiesGrp/EOYAmt018905
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0523
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0523
IRS990/OtherRevenueTotalAmt0523
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014015
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073919
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045984
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133918
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03868
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019839
IRS990/PayrollTaxesGrp/ProgramServicesAmt016443
IRS990/PayrollTaxesGrp/TotalAmt040150
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011350
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022700
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011107
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010959
IRS990/PrincipalOfficerNm0JAMES GIOIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EXEMPT PURPOSE RENT
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc2LISTENING ROOM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119709
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161465
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0134723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161465
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212545
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt015014
IRS990/ProgSrvcAccomActy2Grp/Desc0LAKESIDE LEGACY FOUNDATION HAD TWO MAIN PROGRAMS. THE FIRST MAIN PROGRAM IS 1ST FRIDAY ART SHOWS WHICH OCCUR 9 MONTHS OUT OF THE YEAR. IN 2019, 1ST FRIDAY ART SHOWS COLLECTIVELY HAD OVER 4,000 IN ATTENDANCE. THERE WERE 500+ EMERGING ARTISTS, 100+ PROFESSIONAL CALIBER ARTISTS THAT SHOWCASED THEIR WORK EITHER IN THE SAGE GALLERY AND DOLE GALLERY. 'THE LISTENING ROOM', THE SECOND LARGEST PROGRAM, HAD OVER 30+ PERFORMANCES WITH THOUSANDS IN ATTENDANCE OVER THE COURSE OF THE YEAR. 19% OF THE PERFORMANCES WERE POP/ROCK, 5% BLUES/ JAZZ, 9% CLASSICAL AND 67% OTHER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0103577
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015141
IRS990/ProgSrvcAccomActy3Grp/Desc0LAKESIDE LEGACY FOUNDATIONS EDUCATIONAL PROGRAMS FLOURISHED IN 2019. THE CULINARY PROGRAM CALLED CHEF KITCHEN FOR YOUTH GREW FROM 2 CLASSES IN 2014 TO 8 CLASSES IN 2018. THE OFFERING OF CULINARY EDUCATIONAL EXPERIENCE GREW FROM MAKING HEALTHY SNACKS TO UNDERSTANDING THE IMPORTANCE OF KITCHEN SANITATION AND SAFETY TO CREATING A DELICIOUS DESSERTS AND/OR HEALTHY OMELETS. AN ADULT CULINARY CLASS WAS ADDED IN 2018 AND A VARIETY OF SOUPS WERE MADE. IN 2019 THERE WERE SUMMER COOKING CAMPS FOR KIDS AND A SENIOR COOKIN GCLASS THAT WARE ADDED. LAKESIDE ALSO CONTINUED THE DAY AT THE DOLE PROGRAM WITH THREE PROGRAMS IN 2018. ATTENDANCE GREW TO SERVE OVER 150 GUESTS FROM COMMUNITY GROUPS, PARK DISTRICTS, AND SOCIAL CLUBS FROM OUTSIDE OF MCHENRY COUNTY. LAUNCHED IN 2016, DAY AT THE DOLE IS AN ALL-ENCOMPASSING DAY OF HISTORY, ART, AND MUSIC. GUESTS ENJOY A GUIDED THEMED TOUR OF THE HISTORIC DOLE MANSION, PRESENTATION BY A LOCAL HISTORIAN, LUNCH IN THE ART GALLERIES, AND AN AFTERNOON CONCERT IN 'THE LISTENING ROOM' AT THE DOLE. DAY AT THE DOLE AIMS TO PROVIDE A UNIQUE EDUCATIONAL AND SOCIAL OPPORTUNITY FOR ACTIVE SENIOR CITIZENS, COMMUNITY CLUBS, AND PARK DISTRICTS, INCREASE TOURISM AND REPEAT VISITS TO CRYSTAL LAKE AND MCHENRY COUNTY, AND INSPIRE AND EDUCATE GUESTS ON THE IMPORTANCE OF HISTORIC PRESERVATION EFFORTS IN OUR COMMUNITIES. AN EDUCATIONAL EVENT ENTITLED "A CHANCE IN THIS WORLD" WHICH HAPPENED IN FEBRUARY 2019 FOCUSING ON A BOOK OF THE SAME NAME AND IT'S AUTHOR, WHO OVERCAME IMMENSE ADVERSITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05275
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt058869
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0286820
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02259
IRS990/PYOtherExpensesAmt0394772
IRS990/PYOtherRevenueAmt0220759
IRS990/PYProgramServiceRevenueAmt0201186
IRS990/PYRevenuesLessExpensesAmt032281
IRS990/PYSalariesCompEmpBnftPaidAmt0283971
IRS990/PYTotalExpensesAmt0678743
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0711024
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-53438
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0119709
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0427158
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0319968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0318121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0286820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0257034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0346257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0356626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01564858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0152409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0161275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0163060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0480798
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0801651
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt074010
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt045677
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt034301
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0153988
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50990
IRS990ScheduleA/PublicSupportPY170Pct00.47210
IRS990ScheduleA/PublicSupportTotal170Amt01162815
IRS990ScheduleA/SubstantialContributorsTotAmt0402043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0318121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0286820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0257034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0346257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0356626
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01564858
IRS990ScheduleA/TotalSupportAmt02280559
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt023513
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt019794
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt037608
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt080915
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt06000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01204376
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0760184
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01964560
IRS990ScheduleD/EquipmentGrp/BookValueAmt022264
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127951
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0150215
IRS990ScheduleD/ExpensesNotReportedAmt01380
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0718109
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0950000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0950000
IRS990ScheduleD/OtherExpensesIncludedAmt01380
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05970
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0116806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122776
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018905

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings