Civic Intelligence

North Lake Foundation

990PF • Fiscal year 2020 • EIN 36-4927741

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
445 Dockside Dr Unit 604Naples, FL 34110-3604

(502) 974-8415

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,174,000

Up $208,574 (+7.0%) from 2019

Net Assets

Up

$3,173,976

Up $208,550 (+7.0%) from 2019

Liabilities

Up

$24

Up $24 from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin86th percentile

Revenue

Down

$450,267

Down $2,931,547 (-87%) from 2019

Expenses

Down

$241,717

Down $174,671 (-42%) from 2019

Net Income

Down

$208,550

Down $2,756,876 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $2,965,426Liabilities 2019: $0Net Assets 2019: $2,965,4262019Assets 2020: $3,174,000Liabilities 2020: $24Net Assets 2020: $3,173,9762020Assets 2021: $5,424,977Liabilities 2021: $52Net Assets 2021: $5,424,9252021Assets 2022: $4,253,539Liabilities 2022: $26Net Assets 2022: $4,253,5132022Assets 2023: $4,846,980Liabilities 2023: $0Net Assets 2023: $4,846,9802023Assets 2024: $5,294,315Liabilities 2024: $0Net Assets 2024: $5,294,3152024

Highlighted filing

2020

Assets$3,174,000
Liabilities$24
Net Assets$3,173,976
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $3,381,814Expenses 2019: $416,388Net Income 2019: $2,965,4262019Revenue 2020: $450,267Expenses 2020: $241,717Net Income 2020: $208,5502020Revenue 2021: $2,245,379Expenses 2021: $300,763Net Income 2021: $1,944,6162021Revenue 2022: $223,907Expenses 2022: $300,842Net Income 2022: -$76,9352022Revenue 2023: $150,293Expenses 2023: $265,393Net Income 2023: -$115,1002023Revenue 2024: $561,115Expenses 2024: $432,331Net Income 2024: $128,7842024

Highlighted filing

2020

Revenue$450,267
Expenses$241,717
Net Income$208,550
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN SHEAVice Preside-$0--
KIMBERLY SHEAPresident-$0--
Filing and Contact Details

Filer

Filer Name
North Lake Foundation
EIN
36-4927741
Phone
5029748415
Address
445 DOCKSIDE DR UNIT 604, NAPLES, FL 34110-3604

Signing Officer

Name
Kimberly Shea
Title
President
Phone
5029748415
Signed
2021-05-03

Preparer

Firm
Montgomery Wiethorn & Burke Pc
Address
20704 GILL RD STE 100, FARMINGTON HILLS, MI 48335
Preparer
Lawrence D Wiethorn
Phone
2484420777
Raw XML Appendix334 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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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MONTOMERY WIETHORN BURKE ET AL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020704 GILL RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FARMINGTON HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048335
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02484420777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS CHARITABLE ORGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FISHTOWN PRESERVATION SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HILLSDALE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANTI-CRUELTY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt233 E COLLEGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313569 JOSEPH CAMPAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348212
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0208333
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0142191
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0142191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094120
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt066142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0208333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt066142
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027978
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0322
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0322
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0526
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UNREALIZED APPRECIATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0186
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0186
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1488903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022821
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022821
TaxesSchedule/TaxesDetail/Amt0924
TaxesSchedule/TaxesDetail/Amt12091
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0924
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12091
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05029748415
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH LAKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0364927741
ReturnHeader/Filer/PhoneNum05029748415
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 DOCKSIDE DR UNIT 604
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341103604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382688818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY WIETHORN & BURKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020704 GILL RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048335
ReturnHeader/PreparerPersonGrp/PhoneNum02484420777
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE D WIETHORN
ReturnHeader/ReturnTs02021-05-10T07:41:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEA
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,174,000
Liabilities
$24
Net assets
$3,173,976
Revenue
$450,267
Expenses
$241,717
Net income
$208,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.56$0.43$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.15$0.27$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.22$0.30$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$2.25$0.30$1.94
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.45$0.24$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$3.38$0.42$2.97