Civic Intelligence

North Lake Foundation

990PF • Fiscal year 2023 • EIN 36-4927741

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 18, 2024

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

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-77%

Higher net margin than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,846,980

Up $593,441 (+14%) from 2022

Net Assets

Up

$4,846,980

Up $593,467 (+14%) from 2022

Liabilities

Down

$0

Down $26 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Down

$150,293

Down $73,614 (-33%) from 2022

Expenses

Down

$265,393

Down $35,449 (-12%) from 2022

Net Income

Down

-$115,100

Down $38,165 (-50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$4,846,980
Liabilities$0
Net Assets$4,846,980
Open 2023 Filing

Operations Trend

Revenue Growth14th 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

2023

Revenue$150,293
Expenses$265,393
Net Income-$115,100
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 18, 2024
Return Version
2023v5.0
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 GrantTHE PAPAL FOUNDATIONGENERAL-BALA CYNWYD, PA, US$200,000
Paid GrantTRANSFORMING FUTURESGENERAL-ADA, MI, US$12,000
Paid GrantFISHTOWN PRESERVATION SOCIETYGENERAL-LELAND, MI, US$10,000
Paid GrantLYMPHONA RESEARCH FDNGENERAL-NEW YORK, NY, US$10,000
Paid GrantVARIOUS CHARITABLE ORGSGENERAL-LELAND, MI, US$4,250
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
2024-07-18

Preparer

Firm
Montgomery Wiethorn & Burke Pc
Address
20704 GILL RD STE 100, FARMINGTON HILLS, MI 48335
Preparer
Timothy Pouch
Phone
2484420777
Raw XML Appendix295 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/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/AppliedToCurrentYearAmt0227480
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0227480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt088497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt066142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0220483
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt088497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt066142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0236250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08770
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0220483
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0211713
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01737
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01737
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0231
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX GAIN DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt047
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0708798
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026988
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026988
TaxesSchedule/TaxesDetail/Amt0298
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0298
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05029748415
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY POUCH
ReturnHeader/ReturnTs02024-08-01T11:59:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,846,980
Liabilities
$0
Net assets
$4,846,980
Revenue
$150,293
Expenses
$265,393
Net income
-$115,100
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
2023Detailed filing. Detailed filing data is available for this year.$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