Civic Intelligence

Lake Country Foundation Inc

EIN 39-1527923 • 501(c)3 • Hartland, WI

Profile

To provide support to people and organizations in need

PO Box 406Hartland, WI 53029

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

-0.1%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.2%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.4%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$24,703

Down $44 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$24,703

Down $44 (-0.2%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin44th percentile

Revenue

Up

$44,365

Up $2,667 (+6.4%) from 2023

Expenses

Down

$44,409

Down $17,364 (-28%) from 2023

Net Income

Up

-$44

Up $20,031 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2011: $107,796Liabilities 2011: $0Net Assets 2011: $107,7962011Assets 2012: $277,548Liabilities 2012: $5,000Net Assets 2012: $272,5482012Assets 2013: $251,480Liabilities 2013: $228,936Net Assets 2013: $22,5442013Assets 2014: $36,334Liabilities 2014: $325Net Assets 2014: $36,0092014Assets 2015: $25,119Liabilities 2015: $0Net Assets 2015: $25,1192015Assets 2016: $29,136Liabilities 2016: $0Net Assets 2016: $29,1362016Assets 2017: $41,233Liabilities 2017: $0Net Assets 2017: $41,2332017Assets 2018: $32,438Liabilities 2018: $5,020Net Assets 2018: $27,4182018Assets 2019: $40,925Liabilities 2019: $200Net Assets 2019: $40,7252019Assets 2020: $76,334Liabilities 2020: $0Net Assets 2020: $76,3342020Assets 2021: $49,399Liabilities 2021: $0Net Assets 2021: $49,3992021Assets 2022: $44,822Liabilities 2022: $0Net Assets 2022: $44,8222022Assets 2023: $24,747Liabilities 2023: $0Net Assets 2023: $24,7472023Assets 2024: $24,703Liabilities 2024: $0Net Assets 2024: $24,7032024

Highlighted filing

2024

Assets$24,703
Liabilities$0
Net Assets$24,703
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $54,162Expenses 2011: $46,905Net Income 2011: $7,2572011Expenses 2012: $70,5062012Revenue 2013: $214,517Expenses 2013: $464,521Net Income 2013: -$250,0042013Revenue 2014: $91,047Expenses 2014: $77,582Net Income 2014: $13,4652014Revenue 2015: $68,809Expenses 2015: $79,699Net Income 2015: -$10,8902015Revenue 2016: $67,065Expenses 2016: $63,048Net Income 2016: $4,0172016Revenue 2017: $83,991Expenses 2017: $71,894Net Income 2017: $12,0972017Revenue 2018: $102,140Expenses 2018: $115,955Net Income 2018: -$13,8152018Revenue 2019: $110,703Expenses 2019: $97,396Net Income 2019: $13,3072019Revenue 2020: $138,388Expenses 2020: $102,779Net Income 2020: $35,6092020Revenue 2021: $36,472Expenses 2021: $63,407Net Income 2021: -$26,9352021Revenue 2022: $45,022Expenses 2022: $49,599Net Income 2022: -$4,5772022Revenue 2023: $41,698Expenses 2023: $61,773Net Income 2023: -$20,0752023Revenue 2024: $44,365Expenses 2024: $44,409Net Income 2024: -$442024

Highlighted filing

2024

Revenue$44,365
Expenses$44,409
Net Income-$44
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,703
Liabilities
$0
Net assets
$24,703
Revenue
$44,365
Expenses
$44,409
Net income
-$44
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.44$0.44$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.42$0.62$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.45$0.50$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.36$0.63$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.38$1.03$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.11$0.97$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.05$0.27$1.02$1.16$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.84$0.72$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.67$0.63$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.69$0.80$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.91$0.78$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$2.29$0.23$2.15$4.65$2.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.05$2.73$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.54$0.47$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$48,171
Mission and Program Overview

Mission

To support the lake country community and rotary international by providing financial support to local charitable projects and international rotary projects.

See Schedule O

Program Services

DescriptionGrantsExpenses
Yule Feed Families - support the local community food pantries-$34,624
Other Community and Rotary Support Projects-$5,244
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy PfaffPresident-$0--
Matt WintersVice President-$0--
Matt JudsonPast President-$0--
Richard PittelkowTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lake Country Foundation Inc
EIN
39-1527923
Address
PO Box 406, Hartland, WI 53029

Signing Officer

Name
Pete Balzer
Title
Treasurer
Phone
2624907778
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Sbs Tax LLC
Address
285 FOREST GROVE DR STE 206, PEWAUKEE, WI 53072
Preparer
Ruth E Shibilski
Phone
2629121310
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Fees (83)Dues and Licenses 76Payments to Others 44,023”

Raw XML Appendix147 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/PersonNm0Ruth Shibilski
IRS990EZ/BooksInCareOfDetail/PhoneNum02629121310
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0285 Forest Grove Dr Ste 206
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pewaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037771
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-44
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0393
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024747
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024703
IRS990EZ/FundraisingGrossIncomeAmt010380
IRS990EZ/GrossReceiptsAmt048171
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024747
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024747
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeremy Pfaff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Winters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matt Judson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Richard Pittelkow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt044016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Yule Feed Families - support the local community food pantries
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Community and Rotary Support Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034624
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15244
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03806
IRS990EZ/SpecialEventsNetIncomeLossAmt06574
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044409
IRS990EZ/TotalProgramServiceExpensesAmt039868
IRS990EZ/TotalRevenueAmt044365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0134904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312852
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94410
IRS990ScheduleA/PublicSupportPY170Pct00.98210
IRS990ScheduleA/PublicSupportTotal170Amt0295366
IRS990ScheduleA/SubstantialContributorsTotAmt017486
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046241
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0134904
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312852
IRS990ScheduleA/TotalSupportAmt0312852
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Fees (83)Dues and Licenses 76Payments to Others 44,023
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETE BALZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02624907778
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Country Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391527923
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 406
ReturnHeader/Filer/USAddress/CityNm0Hartland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454420216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SBS TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0285 FOREST GROVE DR STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053072
ReturnHeader/PreparerPersonGrp/PhoneNum02629121310
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH E SHIBILSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T11:37:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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