Civic Intelligence

Lakeshore Excellence Foundation

990 • Fiscal year 2015 • EIN 38-3402730

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.LEFONLINE.ORG
5771 Cleveland AveStevensville, MI 49127

(269) 428-1400

Siviq Scores

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

Liabilities / Assets

86th percentile

0.60x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.58x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

185%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$574,267

Up $73,166 (+15%) from 2014

Net Assets

Up

$229,333

Up $251,832 (+1119%) from 2014

Liabilities

Down

$344,934

Down $178,666 (-34%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Up

$594,378

Up $385,791 (+185%) from 2014

Expenses

Down

$338,786

Down $61,004 (-15%) from 2014

Net Income

Up

$255,592

Up $446,795 (+234%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.0M$500K$0-$500KAssets 2011: $296,177Liabilities 2011: $0Net Assets 2011: $296,1772011Assets 2012: $264,943Liabilities 2012: $0Net Assets 2012: $264,9432012Assets 2013: $431,529Liabilities 2013: $0Net Assets 2013: $431,5292013Assets 2014: $501,101Liabilities 2014: $523,600Net Assets 2014: -$22,4992014Assets 2015: $574,267Liabilities 2015: $344,934Net Assets 2015: $229,3332015Assets 2016: $687,557Liabilities 2016: $119,427Net Assets 2016: $568,1302016Assets 2017: $814,490Liabilities 2017: $157,001Net Assets 2017: $657,4892017Assets 2018: $950,312Liabilities 2018: $430,597Net Assets 2018: $519,7152018Assets 2019: $756,534Liabilities 2019: $691,560Net Assets 2019: $64,9742019Assets 2020: $635,056Liabilities 2020: $385,837Net Assets 2020: $249,2192020Assets 2021: $765,102Liabilities 2021: $37,691Net Assets 2021: $727,4112021Assets 2022: $900,246Liabilities 2022: $154,400Net Assets 2022: $745,8462022Assets 2023: $564,623Liabilities 2023: $527,767Net Assets 2023: $36,8562023Assets 2024: $280,325Liabilities 2024: $214,104Net Assets 2024: $66,2212024

Highlighted filing

2015

Assets$574,267
Liabilities$344,934
Net Assets$229,333
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $198,689Expenses 2011: $224,647Net Income 2011: -$25,9582011Revenue 2012: $249,017Expenses 2012: $280,251Net Income 2012: -$31,2342012Revenue 2013: $408,778Expenses 2013: $242,192Net Income 2013: $166,5862013Revenue 2014: $208,587Expenses 2014: $399,790Net Income 2014: -$191,2032014Revenue 2015: $594,378Expenses 2015: $338,786Net Income 2015: $255,5922015Revenue 2016: $524,576Expenses 2016: $193,561Net Income 2016: $331,0152016Revenue 2017: $525,079Expenses 2017: $455,614Net Income 2017: $69,4652017Revenue 2018: $584,166Expenses 2018: $463,404Net Income 2018: $120,7622018Revenue 2019: $457,487Expenses 2019: $927,594Net Income 2019: -$470,1072019Revenue 2020: $355,158Expenses 2020: $181,062Net Income 2020: $174,0962020Revenue 2021: $820,819Expenses 2021: $339,344Net Income 2021: $481,4752021Revenue 2022: $837,834Expenses 2022: $798,046Net Income 2022: $39,7882022Revenue 2023: $556,410Expenses 2023: $1,280,254Net Income 2023: -$723,8442023Revenue 2024: $737,556Expenses 2024: $720,127Net Income 2024: $17,4292024

Highlighted filing

2015

Revenue$594,378
Expenses$338,786
Net Income$255,592
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$632,552
Mission and Program Overview

Mission

Lef supports lakeshore public schools through various fundraising projects for programs and projects that supplement and enrich the education process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$262,806$370,927▲ $108,121
Pledges and Grants Receivable$115,660$84,465▼ $31,195
Total Assets$501,101$574,267▲ $73,166
Other Assets Total$122,635$118,875▼ $3,760
Liabilities
Grants Payable$523,600$344,934▼ $178,666
Total Liabilities$523,600$344,934▼ $178,666
Net Assets / Fund Balance
Permanently Rstr Net Assets$122,635$118,875▼ $3,760
Unrestricted Net Assets$-145,134$110,458▲ $255,592
Total Net Assets Fund Balance$-22,499$229,333▲ $251,832
Total Liabilities and Net Assets / Fund Balance$501,101$574,267▲ $73,166

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$118,875--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
J C AndersonChairman
James KepplerVice Chair Fund Development
Kim ThompsonVice Chair Marketing
Kim McallisterVice Chair of Grants
Lori MarciniakVice Chair of Projects
Bill ScalettaTrustee
Chad DejaTrustee
Craig JenningsTrustee
Jeff HannanTrustee
Jim RobertsTrustee
Kimberly RiskTrustee
Laurie SchmidtTrustee
Lisa McdowellTrustee
Naomi VenturaTrustee
Phil MolloyTrustee
Philip FreemanTrustee
Randy BettichTrustee
Sandy WelchTrustee
Scott BerryTrustee
Sophie BauchetTrustee
Tom BuckleitnerTrustee
Kate BeckrowSecretary
Sharon AustinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$553,079
Program Service Revenue
$0
Investment Income
$1,825
Other Revenue
$39,474
All Other Contributions
$474,254
Change in Net Assets
$255,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$313,659
Other Expenses$25,127
Total Fundraising Expense$17,660
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$313,659--$313,659
Office Expenses-$146$10,726$10,872
Information Technology-$637$3,605$4,242
Fees for Services Accounting-$3,500-$3,500
Insurance-$1,410-$1,410
Fees for Services Other-$1,338-$1,338
Advertising--$605$605
Travel-$71-$71
Other Expenses-$20$2,724$20
Total Functional Expenses$313,659$7,467$17,660$338,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakeshore Public SchoolsStevensville, MIGovProgram Support$271,568
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,648
Fundraising Direct Expenses$38,174
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
ROB O'NEILL PRESENTATION$111,710$56,285$11,236$45,049
Golf Outing$42,333$18,933$3,579$15,354
Total Events$156,473$77,648$38,174$39,474
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is distributed electronically to all board members to review on an annual basis. The 990 is then reviewed at subsequent board meeting to discuss any questions or comments prior to filing.”

Form 990, Part VI, Section C, Line 19

“Summary annual financial information is published annually in the foundation's newsletter. The foundation's governance documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lakeshore Excellence Foundation
EIN
38-3402730
Phone
2694281400
Address
5771 CLEVELAND AVE, STEVENSVILLE, MI 49127

Signing Officer

Name
Sharon Austin
Title
Treasurer
Phone
2694281400
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jc Anderson
Formed
1997
Legal Domicile
Mi
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
23

Preparer

Firm
Kruggel Lawton & Company LLC
Address
805 VAN BRUNT AVENUE, ST JOSEPH, MI 49085
Preparer
David Schaffer
Phone
2699830131
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest -3,760.”

Financial Statement Notes

PART X, LINE 2:

“Lakeshore excellence foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is not a private foundation; therefore has made no provision for federal income taxes in the accompanying financial statements. Accordingly, contributions to lakeshore excellence foundation are deductible by the donor for federal income tax purposes. As of december 31, 2015, and the year then ended, there are no material unrecognized/derecognized tax benefits or tax penalties or interest. Lakeshore excellence foundation is no longer subject to u.s. Federal income tax examinations by tax authorities for the years before the year ended december 31, 2012.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR OF PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR OF GRANTS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR FUND DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt078825
IRS990/FundraisingDirectExpensesAmt038174
IRS990/FundraisingGrossIncomeAmt077648
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0313659
IRS990/GrantsPayableGrp/BOYAmt0523600
IRS990/GrantsPayableGrp/EOYAmt0344934
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0313659
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0313659
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0632552
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03605
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0637
IRS990/InformationTechnologyGrp/TotalAmt04242
IRS990/InsuranceGrp/ManagementAndGeneralAmt01410
IRS990/InsuranceGrp/TotalAmt01410
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01825
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01825
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LEF SUPPORTS LAKESHORE PUBLIC SCHOOLS THROUGH VARIOUS FUNDRAISING PROJECTS FOR PROGRAMS AND PROJECTS THAT SUPPLEMENT AND ENRICH THE EDUCATION PROCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-22499
IRS990/NetAssetsOrFundBalancesEOYAmt0229333
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt039474
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt039474
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt010726
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0146
IRS990/OfficeExpensesGrp/TotalAmt010872
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0122635
IRS990/OtherAssetsTotalGrp/EOYAmt0118875
IRS990/OtherChangesInNetAssetsAmt0-3760
IRS990/OtherExpensesGrp/Desc0LEF DONOR RECEPTION
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/Desc2LICENSES AND DUES
IRS990/OtherExpensesGrp/FundraisingAmt02724
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/TotalAmt02724
IRS990/OtherExpensesGrp/TotalAmt1345
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0122635
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0118875
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0115660
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt084465
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JC ANDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0204881
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0371764
IRS990/PYInvestmentIncomeAmt0819
IRS990/PYOtherExpensesAmt028026
IRS990/PYOtherRevenueAmt02887
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-191203
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0399790
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0208587
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0255592
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0553079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0207768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0400232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0238112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0189929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01589120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0819
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05647
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01825
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0819
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05647
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024618
IRS990ScheduleA/InvestmentIncomeCYPct00.01490
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt039473
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01887
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt041360
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96010
IRS990ScheduleA/PublicSupportPY509Pct00.97130
IRS990ScheduleA/PublicSupportTotal509Amt01589120
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0553079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0207768
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0400232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0238112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189929
IRS990ScheduleA/Total509Grp/TotalAmt01589120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0594377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0210474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0409698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0244973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0195576
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01655098
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0118875
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD AT BERRIEN COMM. FOUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LAKESHORE EXCELLENCE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION; THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCORDINGLY, CONTRIBUTIONS TO LAKESHORE EXCELLENCE FOUNDATION ARE DEDUCTIBLE BY THE DONOR FOR FEDERAL INCOME TAX PURPOSES. AS OF DECEMBER 31, 2015, AND THE YEAR THEN ENDED, THERE ARE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. LAKESHORE EXCELLENCE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE THE YEAR ENDED DECEMBER 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0118875

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$574,267
Liabilities
$344,934
Net assets
$229,333
Revenue
$594,378
Expenses
$338,786
Net income
$255,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.21$0.07$0.74$0.72$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.53$0.04$0.56$1.28$0.72
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.15$0.75$0.84$0.80$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.04$0.73$0.82$0.34$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.39$0.25$0.36$0.18$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.69$0.06$0.46$0.93$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.43$0.52$0.58$0.46$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.16$0.66$0.53$0.46$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.12$0.57$0.52$0.19$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.34$0.23$0.59$0.34$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.52$0.02$0.21$0.40$0.19
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.41$0.24$0.17
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.25$0.28$0.03
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.20$0.22$0.03