Civic Intelligence

Lakeland Retirement Foundation Ltd.

990EZ • Fiscal year 2017 • EIN 39-1306202

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization ProfileN/A
PO Box 1815Woodruff, WI 54568

(715) 356-9118

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$40,623

Higher top officer pay than 90% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$149,833

Down $16,739 (-10%) from 2016

Net Assets

Down

$148,879

Down $16,393 (-9.9%) from 2016

Liabilities

Down

$954

Down $346 (-27%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin15th percentile

Revenue

Up

$78,294

Up $16,011 (+26%) from 2016

Expenses

Up

$94,687

Up $36,963 (+64%) from 2016

Net Income

Down

-$16,393

Down $20,952 (-460%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2017

Assets$149,833
Liabilities$954
Net Assets$148,879
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$78,294
Expenses$94,687
Net Income-$16,393
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Gross Receipts
$78,294
Mission and Program Overview

Mission

To provide services to the elderly

Program Services

DescriptionGrantsExpenses
SENIOR ACTIVITY PROGRAMS THAT PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES FOR CITIZENS IN THE COMMUNITY-$94,687
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANELL SCHROEDERExecutive DirectorFT$32,692$7,931$40,623
BRIAN NERDAHLPresident-$0--
STEVE METZTreasurer-$0--
HOLLY DIONNESecretary-$0--
DAN SULLIVANBoard Member-$0--
JOHN BIEBoard Member-$0--
LOIS BORSTBoard Member-$0--
KATHLEEN VUCHETICHBoard Member-$0--
CINDY LEI-NAKOBoard Member-$0--
GERI HEPPEVice President-$0--
WENDELL HOLTBoard Member-$0--
JONATHON CLUPPERTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lakeland Retirement Foundation Ltd
EIN
39-1306202
Phone
7153569118
Address
PO BOX 1815, WOODRUFF, WI 54568

Signing Officer

Name
Brian Nerdahl
Title
President
Phone
7153569118
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Metz Ltd
Address
9531 Townline Rd, MINOCQUA, WI 54548
Preparer
Steven R Metz CPA
Phone
7153584004
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“MISC 19.”

Form 990EZ, Part I, Line 16

“INSURANCE 3745.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 1039.”

Form 990EZ, Part I, Line 16

“Travel and training 1254.”

Form 990EZ, Part I, Line 16

“Computer and software 3213.”

Form 990EZ, Part I, Line 16

“Depreciation 1416.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSE 996.”

Form 990EZ, Part I, Line 16

“MISC 388.”

Form 990EZ, Part II, Line 24

“Accounts receivable 1130.”

Form 990EZ, Part II, Line 24

“INVENTORY 1375. 1375.”

Form 990EZ, Part II, Line 24

“Construction in progress 4904.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE 897.”

Form 990EZ, Part II, Line 26

“Payroll liabilities 403. 954.”

Raw XML Appendix219 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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IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN R METZ CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07153583050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1815
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODRUFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054568
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128341
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16393
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03042
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0364
IRS990EZ/LandAndBuildingsGrp/BOYAmt035726
IRS990EZ/LandAndBuildingsGrp/EOYAmt034310
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148879
IRS990EZ/OccupancyRentUtltsAndMaintAmt07906
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1132692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt06277
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01654
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN NERDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE METZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY DIONNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LOIS BORST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHLEEN VUCHETICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CINDY LEI-NAKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GERI HEPPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WENDELL HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JONATHON CLUPPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JANELL SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02505
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06279
IRS990EZ/OtherExpensesTotalAmt012051
IRS990EZ/OtherRevenueTotalAmt019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES TO THE ELDERLY
IRS990EZ/PrintingPublicationsPostageAmt01616
IRS990EZ/ProgramServiceRevenueAmt010110
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SENIOR ACTIVITY PROGRAMS THAT PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES FOR CITIZENS IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt070072
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02741
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0954
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094687
IRS990EZ/TotalProgramServiceExpensesAmt094687
IRS990EZ/TotalRevenueAmt078294
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: PROGRAM SERVICE REVENUE 2014: 26008. 2015: 17141. 2016: 4542. 2017: 10110. Description: FUNDRAISING 2014: 20444. 2015: 21235. 2016: 12553. 2017: 2741. Description: FACILITY RENT 2014: 8821. 2015: 4050. Description: MISCELLANEOUS INCOME 2014: 181. 2015: 620. 2017: 19.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0355238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02386
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03744
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012870
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017095
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt043046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt055454
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0128465
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72880
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.74110
IRS990ScheduleA/PublicSupportTotal170Amt0355238
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091234
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0355238
IRS990ScheduleA/TotalSupportAmt0487447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 3745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE SUPPLIES 1039.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAVEL AND TRAINING 1254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER AND SOFTWARE 3213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 1416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM EXPENSE 996.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISC 388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS RECEIVABLE 1130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INVENTORY 1375. 1375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CONSTRUCTION IN PROGRESS 4904.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTS PAYABLE 897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL LIABILITIES 403. 954.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN NERDAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07153569118
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND RETIREMENT FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391306202
ReturnHeader/Filer/PhoneNum07153569118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1815
ReturnHeader/Filer/USAddress/CityNm0WOODRUFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054568
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DEC879F1B9990F04A07B064CA573176ADC0E9AE6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BF20FC4EA250831DE52B4547740EF7F8EF7654C7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.50.141.84
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:42:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON METZ LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09531 Townline Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINOCQUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054548
ReturnHeader/PreparerPersonGrp/PhoneNum07153584004
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R METZ CPA
ReturnHeader/ReturnTs02018-05-01T07:42:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,833
Liabilities
$954
Net assets
$148,879
Revenue
$78,294
Expenses
$94,687
Net income
-$16,393
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