Civic Intelligence

Lake Family Foundation

EIN 36-3613199 • PO Box Chi, IL

The Northern Trust CompanyPO Box Chi, IL 60680
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

21st percentile

-8.2%

Higher net margin than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.5%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

2.1%

Faster revenue growth than 36% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,500,358

Down $59,322 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$11,500,358

Down $59,322 (-0.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin21st percentile

Revenue

Up

$734,915

Up $15,097 (+2.1%) from 2023

Expenses

Up

$795,145

Up $74,765 (+10%) from 2023

Net Income

Down

-$60,230

Down $59,668 (-10617%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2019: $10,898,573Liabilities 2019: $0Net Assets 2019: $10,898,5732019Assets 2020: $10,940,178Liabilities 2020: $0Net Assets 2020: $10,940,1782020Assets 2021: $11,217,769Liabilities 2021: $0Net Assets 2021: $11,217,7692021Assets 2022: $11,531,815Liabilities 2022: $0Net Assets 2022: $11,531,8152022Assets 2023: $11,559,680Liabilities 2023: $0Net Assets 2023: $11,559,6802023Assets 2024: $11,500,358Liabilities 2024: $0Net Assets 2024: $11,500,3582024

Highlighted filing

2024

Assets$11,500,358
Liabilities$0
Net Assets$11,500,358
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,124,058Expenses 2019: $699,228Net Income 2019: $424,8302019Revenue 2020: $705,931Expenses 2020: $664,326Net Income 2020: $41,6052020Revenue 2021: $893,601Expenses 2021: $616,009Net Income 2021: $277,5922021Revenue 2022: $1,080,296Expenses 2022: $766,252Net Income 2022: $314,0442022Revenue 2023: $719,818Expenses 2023: $720,380Net Income 2023: -$5622023Revenue 2024: $734,915Expenses 2024: $795,145Net Income 2024: -$60,2302024

Highlighted filing

2024

Revenue$734,915
Expenses$795,145
Net Income-$60,230
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,500,358
Liabilities
$0
Net assets
$11,500,358
Revenue
$734,915
Expenses
$795,145
Net income
-$60,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.73$0.80$0.06
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.72$0.72$0.00
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.08$0.77$0.31
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.89$0.62$0.28
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.71$0.66$0.04
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.12$0.70$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C WILLIAM LAKE IIIPresidentPT$0--
SUSAN B LAKESecretary And Treas-$0--
KATHERINE GIRONDirector And VP-$0--
PETER LAKEDirector-$0--
KERRY LAKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lake Family Foundation
EIN
36-3613199
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHI, IL 60680

Signing Officer

Name
C William Lake Iii
Title
President
Phone
3126306000
Signed
2025-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C WILLIAM LAKE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN B LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE GIRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PETER LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KERRY LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY AND TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR AND VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04370 WOODED ACRES DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14370 WOODED ACRES DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt228274 SW PARIS AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt314 MEADOW WOOD LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt414 MEADOW WOOD LN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOOD RIVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WILSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HINESBURG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297070
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0758819
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0758819
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 803878
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060680
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03126306000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0708500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060680
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0708500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0102152
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0656667
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0763091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0758819
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0660939
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0656667
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0291
OtherDecreasesSchedule/OtherDecreasesDetail/Amt115971
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF CAPITAL ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12024 TRANSACTION POSTED IN 2025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CLASS ACTION FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MFO BLACKROCK FDS V HIGH YIELD BD PORT I
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MFO DFA US L/C VALUE PORTFOLIO
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MFO DFA INVESTMENT DIMENSIONS GROUP INC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0128
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1138
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt222
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0128
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1138
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017169
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt065405
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt049054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016351
TaxesSchedule/TaxesDetail/Amt05300
TaxesSchedule/TaxesDetail/Amt17820
TaxesSchedule/TaxesDetail/Amt23659
TaxesSchedule/TaxesDetail/Amt31921
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23659
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt31921
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C WILLIAM LAKE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

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