Civic Intelligence

Lakeland Retirement Foundation Ltd

EIN 39-1306202 • 501(c)3 • Woodruff, WI

Profile

To give the elderly of the Lakeland area a place to spend time and learn diffrent things

PO Box 1815Woodruff, WI 54568

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.07x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$40,623

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 51.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$716,469

Up $54,550 (+8.2%) from 2023

Liabilities

Up

$10,183

Up $7,689 (+308%) from 2023

Net Assets

Up

$706,286

Up $46,861 (+7.1%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin82nd percentile

Revenue

Down

$149,733

Down $58,587 (-28%) from 2023

Expenses

Down

$101,971

Down $8,323 (-7.5%) from 2023

Net Income

Down

$47,762

Down $50,264 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$800K$600K$400K$200K$0Assets 2011: $496,670Liabilities 2011: $7,0522011Assets 2012: $463,807Liabilities 2012: $5,6142012Assets 2013: $424,118Liabilities 2013: $5,388Net Assets 2013: $418,7302013Assets 2014: $375,456Liabilities 2014: $1,958Net Assets 2014: $373,4982014Assets 2015: $162,136Liabilities 2015: $1,423Net Assets 2015: $160,7132015Assets 2016: $166,572Liabilities 2016: $1,300Net Assets 2016: $165,2722016Assets 2017: $149,833Liabilities 2017: $954Net Assets 2017: $148,8792017Assets 2018: $272,442Liabilities 2018: $4,078Net Assets 2018: $268,3642018Assets 2019: $423,672Liabilities 2019: $33,4542019Assets 2020: $502,545Liabilities 2020: $62Net Assets 2020: $502,4832020Assets 2021: $529,576Liabilities 2021: $216Net Assets 2021: $529,3602021Assets 2022: $565,294Liabilities 2022: $4,784Net Assets 2022: $560,5102022Assets 2023: $661,919Liabilities 2023: $2,494Net Assets 2023: $659,4252023Assets 2024: $716,469Liabilities 2024: $10,183Net Assets 2024: $706,2862024

Highlighted filing

2024

Assets$716,469
Liabilities$10,183
Net Assets$706,286
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $173,076Expenses 2011: $175,566Net Income 2011: -$2,4902011Revenue 2012: $158,310Expenses 2012: $189,735Net Income 2012: -$31,4252012Revenue 2013: $147,605Expenses 2013: $187,068Net Income 2013: -$39,4632013Revenue 2014: $137,936Expenses 2014: $183,168Net Income 2014: -$45,2322014Revenue 2015: $115,314Expenses 2015: $328,099Net Income 2015: -$212,7852015Revenue 2016: $62,283Expenses 2016: $57,724Net Income 2016: $4,5592016Revenue 2017: $78,294Expenses 2017: $94,687Net Income 2017: -$16,3932017Revenue 2018: $242,640Expenses 2018: $122,809Net Income 2018: $119,8312018Revenue 2019: $202,309Expenses 2019: $82,334Net Income 2019: $119,9752019Revenue 2020: $167,251Expenses 2020: $54,986Net Income 2020: $112,2652020Revenue 2021: $78,719Expenses 2021: $52,142Net Income 2021: $26,5772021Revenue 2022: $92,953Expenses 2022: $60,032Net Income 2022: $32,9212022Revenue 2023: $208,320Expenses 2023: $110,294Net Income 2023: $98,0262023Revenue 2024: $149,733Expenses 2024: $101,971Net Income 2024: $47,7622024

Highlighted filing

2024

Revenue$149,733
Expenses$101,971
Net Income$47,762
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$716,469
Liabilities
$10,183
Net assets
$706,286
Revenue
$149,733
Expenses
$101,971
Net income
$47,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.10$7.06$1.50$1.02$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.02$6.59$2.08$1.10$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.05$5.61$0.93$0.60$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.29$0.79$0.52$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.02$1.67$0.55$1.12
2019Summary only. Only limited summary data is available for this year.$4.24$0.33$2.02$0.82$1.20
2018Summary only. Only limited summary data is available for this year.$2.72$0.04$2.68$2.43$1.23$1.20
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.49$0.78$0.95$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.01$1.65$0.62$0.58$0.05
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.62$0.01$1.61$1.15$3.28$2.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.02$3.73$1.38$1.83$0.45
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.24$0.05$4.19$1.48$1.87$0.39
2012Summary only. Only limited summary data is available for this year.$4.64$0.06$1.58$1.90$0.31
2011Summary only. Only limited summary data is available for this year.$4.97$0.07$1.73$1.76$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$92,953
Mission and Program Overview

Mission

To provide services to the elderly

To build a community that promotes wellnesslearningservices and fullness of life for the aging population of the Lakeland Area

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$529,360$560,510▲ $31,150
Cash and Non-Interest-Bearing Accounts$452,697$485,583▲ $32,886
Total Assets$529,576$565,294▲ $35,718
Other Assets Total$76,879$79,711▲ $2,832
Liabilities
Deferred Revenue-$4,500-
Accounts Payable and Accrued Expenses$216$284▲ $68
Total Liabilities$216$4,784▲ $4,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$529,360$560,510▲ $31,150
Total Net Assets Fund Balance$529,360$560,510▲ $31,150
Total Liabilities and Net Assets / Fund Balance$529,576$565,294▲ $35,718

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$79,711--
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Mike HeppePresident
John RechkemmerVice President
Cookie LoughBoard Member
John BieBoard Member
Ray KnapsteinBaord Member
Rick EdwardsenTreas
Revenue and Support

Revenue Composition

Contributions and Grants
$90,337
Program Service Revenue
$0
Investment Income
$2,616
Other Revenue
$0
All Other Contributions
$1,264
Change in Net Assets
$32,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,946
Salaries, Compensation, and Employee Benefits$29,086
Total Fundraising Expense$1,036
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$25,353
Occupancy---$10,200
Other Expenses---$5,739
Insurance---$5,323
Advertising$2,356-$1,036$3,392
Payroll Taxes---$2,283
Information Technology---$1,922
Fees for Services Accounting---$1,580
Office Expenses---$1,491
Other Employee Benefits---$1,450
Travel---$451
Total Functional Expenses$2,356$0$1,036$60,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Part VI Line 11B

“Upon Request”

Part VI Line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Lakeland Retirement Foundation
EIN
39-1306202
In Care Of
% Mike Heppe
Phone
7153569118
Address
PO Box 1815, Woodruff, WI 54568

Signing Officer

Name
Mike Heppe
Title
President
Phone
7153569427
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Heppe
Legal Domicile
Wi
Voting Board Members
0
Independent Board Members
0
Employees
1

Preparer

Firm
GEI Accounting Consulting & Tax
Address
1179 Arrowhead Dr, Arbor Vitae, WI 54568
Preparer
Ryan M Gehrig
Phone
7153569427
Raw XML Appendix308 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.

Path#Value
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0103 Elm St
IRS990/USAddress/CityNm0Woodruff
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054568
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE HEPPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07153569427
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeland Retirement Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391306202
ReturnHeader/Filer/InCareOfNm0% Mike Heppe
ReturnHeader/Filer/PhoneNum07153569118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1815
ReturnHeader/Filer/USAddress/CityNm0Woodruff
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054568
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208951715
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEI Accounting Consulting & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01179 Arrowhead Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arbor Vitae
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054568
ReturnHeader/PreparerPersonGrp/PhoneNum07153569427
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN M GEHRIG
ReturnHeader/ReturnTs02023-11-14T15:44:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEPPE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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