Civic Intelligence

North Lake Foundation

990PF • Fiscal year 2022 • EIN 36-4927741

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 22, 2023

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

16th percentile

-34%

Higher net margin than 16% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

6th percentile

-22%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,253,539

Down $1,171,438 (-22%) from 2021

Net Assets

Down

$4,253,513

Down $1,171,412 (-22%) from 2021

Liabilities

Down

$26

Down $26 (-50%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin16th percentile

Revenue

Down

$223,907

Down $2,021,472 (-90%) from 2021

Expenses

Up

$300,842

Up $79 (+0.0%) from 2021

Net Income

Down

-$76,935

Down $2,021,551 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$4,253,539
Liabilities$26
Net Assets$4,253,513
Open 2022 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

2022

Revenue$223,907
Expenses$300,842
Net Income-$76,935
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 22, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN SHEAVice Preside-$0--
KIMBERLY SHEAPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS CHARITABLE ORGSGENERAL-LELAND, MI, US$102,000
Paid GrantTHE PAPAL FOUNDATIONGENERAL-BALA CYNWYD, PA, US$50,000
Paid GrantUNIVERSITY OF NOTRE DAMEGENERAL-NOTRE DAME, IN, US$50,000
Paid GrantFISHTOWN PRESERVATION SOCIETYGENERAL-LELAND, MI, US$33,334
Paid GrantTRANSFORMING FUTURESGENERAL-ADA, MI, US$11,750
Paid GrantLYMPHONA RESEARCH FDNGENERAL-NEW YORK, NY, US$10,000
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
2023-08-22

Preparer

Firm
Montgomery Wiethorn & Burke Pc
Address
20704 GILL RD STE 100, FARMINGTON HILLS, MI 48335
Preparer
Timothy Pouch
Phone
2484420777
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LYMPHONA RESEARCH FDN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BALA CYNWYD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd546556
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0257084
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/AppliedToCurrentYearAmt0227988
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0227988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt088497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211713
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt088497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0257084
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029096
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0211713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0182617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0247
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0247
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01094477
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0416
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01038
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029727
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029727
TaxesSchedule/TaxesDetail/Amt01118
TaxesSchedule/TaxesDetail/Amt17000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01118
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17000
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05029748415
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY POUCH
ReturnHeader/ReturnTs02023-08-31T14:59:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,253,539
Liabilities
$26
Net assets
$4,253,513
Revenue
$223,907
Expenses
$300,842
Net income
-$76,935
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