Civic Intelligence

Lakeside Legacy Foundation

990T • Fiscal year 2020 • EIN 33-1006907

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.LAKESIDELEGACY.ORG
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

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$3,126,246
Liabilities$565,246
Net Assets$2,561,000
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$1,179,253
Expenses$1,118,495
Net Income$60,758
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
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.

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
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mueller & Co Llp
Address
1707 N RANDALL ROAD, ELGIN, IL 60123
Preparer
Beth Ulbrich
Phone
8478888600
Raw XML Appendix94 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
IRS990T/BooksInCareOfDetail/PersonNm0JODY FIELDS
IRS990T/BooksInCareOfDetail/PhoneNum08154558000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 COUNTRY CLUB RD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CRYSTAL LAKE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060014
IRS990T/BookValueAssetsEOYAmt02859576
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt04902
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetRentIncomeAmt04255
IRS990TScheduleA/OtherIncomeAmt0647
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt04255
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt04255
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0401 COUNTRY CLUB RD
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0CRYSTAL LAKE
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0IL
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd060014
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt04255
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04902
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04902
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL
IRS990TScheduleA/UBIBeforeNOLDedAmt04902
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04902
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt04902
IRS990T/TotalUBTIComputedAmt04902
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA LUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08154558000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0331006907
ReturnHeader/Filer/PhoneNum08154558000
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 COUNTRY CLUB RD
ReturnHeader/Filer/USAddress/CityNm0CRYSTAL LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362658780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MUELLER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01707 N RANDALL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELGIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060123
ReturnHeader/PreparerPersonGrp/PhoneNum08478888600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH ULBRICH
ReturnHeader/ReturnTs02021-11-12T08:12:48-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.57$2.56$1.18$1.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.61$2.50$1.15$1.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.73$2.48$1.03$0.83$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.67$2.28$0.94$0.66$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.86$2.00$0.90$0.59$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.92$1.69$0.66$0.72$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.92$1.75$0.71$0.68$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.96$1.71$0.67$0.67$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.73$1.01$1.72$0.70$0.78$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.97$1.80$0.68$0.72$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.99$1.84$0.75$0.71$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.76$0.97$1.80$0.63$0.59$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.83$1.75$0.56