Civic Intelligence

Lakeside Lutheran Foundation Inc.

990 • Fiscal year 2014 • EIN 39-1631918

Jun 01, 2013 to May 31, 2014 • Filed on Sep 30, 2014

Organization Profile
231 Woodland Beach RoadLake Mills, WI 53551-1855

(920) 648-8545

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.09x

Higher debt load relative to revenue than 47% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

120%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,701,114

Up $373,150 (+28%) from 2013

Net Assets

Up

$1,654,339

Up $367,575 (+29%) from 2013

Liabilities

Up

$46,775

Up $5,575 (+14%) from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin96th percentile

Revenue

Up

$494,113

Up $269,592 (+120%) from 2013

Expenses

Up

$126,538

Up $52,311 (+70%) from 2013

Net Income

Up

$367,575

Up $217,281 (+145%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,284,724Liabilities 2011: $38,175Net Assets 2011: $1,246,5492011Assets 2012: $1,171,570Liabilities 2012: $35,100Net Assets 2012: $1,136,4702012Assets 2013: $1,327,964Liabilities 2013: $41,200Net Assets 2013: $1,286,7642013Assets 2014: $1,701,114Liabilities 2014: $46,775Net Assets 2014: $1,654,3392014Assets 2015: $1,736,553Liabilities 2015: $49,750Net Assets 2015: $1,686,8032015Assets 2016: $1,507,646Liabilities 2016: $0Net Assets 2016: $1,507,6462016Assets 2017: $1,593,877Liabilities 2017: $0Net Assets 2017: $1,593,8772017Assets 2018: $1,596,389Liabilities 2018: $0Net Assets 2018: $1,596,3892018Assets 2019: $1,592,301Liabilities 2019: $0Net Assets 2019: $1,592,3012019Assets 2020: $1,592,946Liabilities 2020: $0Net Assets 2020: $1,592,9462020Assets 2021: $1,895,465Liabilities 2021: $0Net Assets 2021: $1,895,4652021Assets 2022: $2,093,058Liabilities 2022: $296,367Net Assets 2022: $1,796,6912022Assets 2023: $2,265,279Liabilities 2023: $468,806Net Assets 2023: $1,796,4732023Assets 2024: $2,495,488Liabilities 2024: $526,393Net Assets 2024: $1,969,0952024Assets 2025: $2,725,397Liabilities 2025: $581,248Net Assets 2025: $2,144,1492025

Highlighted filing

2014

Assets$1,701,114
Liabilities$46,775
Net Assets$1,654,339
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $91,4192011Expenses 2012: $200,5432012Revenue 2013: $224,521Expenses 2013: $74,227Net Income 2013: $150,2942013Revenue 2014: $494,113Expenses 2014: $126,538Net Income 2014: $367,5752014Revenue 2015: $153,007Expenses 2015: $120,543Net Income 2015: $32,4642015Revenue 2016: -$59,316Expenses 2016: $119,838Net Income 2016: -$179,1542016Revenue 2017: $183,317Expenses 2017: $97,087Net Income 2017: $86,2302017Revenue 2018: $86,523Expenses 2018: $84,012Net Income 2018: $2,5112018Revenue 2019: $73,672Expenses 2019: $77,760Net Income 2019: -$4,0882019Revenue 2020: $89,936Expenses 2020: $89,291Net Income 2020: $6452020Revenue 2021: $403,492Expenses 2021: $100,974Net Income 2021: $302,5182021Revenue 2022: -$18,697Expenses 2022: $80,077Net Income 2022: -$98,7742022Revenue 2023: $74,368Expenses 2023: $74,586Net Income 2023: -$2182023Revenue 2024: $262,383Expenses 2024: $89,761Net Income 2024: $172,6222024Revenue 2025: $54,957Expenses 2025: $0Net Income 2025: $54,9572025

Highlighted filing

2014

Revenue$494,113
Expenses$126,538
Net Income$367,575
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 30, 2014
Return Version
2013v3.1
Gross Receipts
$1,330,149
Mission and Program Overview

Mission

Provide ongoing financial support to lakeside lutheran high school in lake mills, wisconsin and its students

Provide ongoing financial support to lakeside lutheran high school of lake mills, wi, and its students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,205,266$1,371,454▲ $166,188
Savings and Temporary Cash Investments$103,666$21,170▼ $82,496
Total Assets$1,327,964$1,701,114▲ $373,150
Other Assets Total$19,032$308,490▲ $289,458
Liabilities
Accounts Payable and Accrued Expenses$41,200$46,775▲ $5,575
Total Liabilities$41,200$46,775▲ $5,575
Net Assets / Fund Balance
Temporarily Rstr Net Assets$358,426$1,543,339▲ $1,184,913
Unrestricted Net Assets$827,338--
Permanently Rstr Net Assets$101,000$111,000▲ $10,000
Total Net Assets Fund Balance$1,286,764$1,654,339▲ $367,575
Total Liabilities and Net Assets / Fund Balance$1,327,964$1,701,114▲ $373,150

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,047--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Bruce BethDirector / President
Charles KlugDirector
James BuegeDirector
Mike LenserDirector
Karen WegenkeDirector / Secretary
James BuelowDirector / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,305
Program Service Revenue
$0
Investment Income
$146,765
Other Revenue
$337,043
All Other Contributions
$10,305
Change in Net Assets
$367,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,768
Other Expenses$14,770
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,768--$111,768
Fees for Service Investment Mgmnt Fees-$13,674-$13,674
Fees for Services Accounting-$1,000-$1,000
Travel-$86-$86
Other Expenses-$10-$10
Total Functional Expenses$111,768$14,770$0$126,538
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-0991964-501c3general support$111,768
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 11A

“A copy of the completed Form 990 is provided to each member of the Board of Directors prior to a regularly scheduled meeting of the Board. The completed Form 990 is then reviewed, discussed, and approved by the Board of Directors prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“All members of the Board of Directors are required to annually disclose interests that could give rise to conflicts of interest. In addition, each member of the Board of Directors is required to disclose any potential conflict of interest when the matter first becomes apparent / evident to that member of the Board of Directors.”

Form 990, Part VI, Section B, Line 15A/B

“No member of the Board of Directors receives any compensation from the Lakeside Lutheran Foundation, Inc. In addition, there are no employees of the organization.”

Filing and Contact Details

Filer

EIN
39-1631918
Phone
9206488545

Signing Officer

Name
James Buelow
Title
Treasurer
Signed
2014-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Beth
Formed
1988
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
5

Preparer

Preparer
James C Huska
Phone
9206488545
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the completed Form 990 is provided to each member of the Board of Directors prior to a regularly scheduled meeting of the Board. The completed Form 990 is then reviewed, discussed, and approved by the Board of Directors prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members of the Board of Directors are required to annually disclose interests that could give rise to conflicts of interest. In addition, each member of the Board of Directors is required to disclose any potential conflict of interest when the matter first becomes apparent / evident to that member of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No member of the Board of Directors receives any compensation from the Lakeside Lutheran Foundation, Inc. In addition, there are no employees of the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15A/B
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0358426
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01543339
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01327964
IRS990/TotalAssetsEOYAmt01701114
IRS990/TotalAssetsGrp/BOYAmt01327964
IRS990/TotalAssetsGrp/EOYAmt01701114
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010305
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014770
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111768
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126538
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041200
IRS990/TotalLiabilitiesEOYAmt046775
IRS990/TotalLiabilitiesGrp/BOYAmt041200
IRS990/TotalLiabilitiesGrp/EOYAmt046775
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01286764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01654339
IRS990/TotalProgramServiceExpensesAmt0111768
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0370951
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0494113
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01327964
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01701114
IRS990/TravelGrp/ManagementAndGeneralAmt086
IRS990/TravelGrp/TotalAmt086
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0827338
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101318 REDAN DR
IRS990/USAddress/City0VERONA
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053593
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BUELOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKESIDE LUTHERAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391631918
ReturnHeader/Filer/PhoneNum09206488545
ReturnHeader/Filer/USAddress/AddressLine10231 WOODLAND BEACH ROAD
ReturnHeader/Filer/USAddress/City0LAKE MILLS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0535511855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JAMES C HUSKA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10126 E LAKE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAKE MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053551
ReturnHeader/PreparerPersonGrp/PhoneNum09206488545
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C HUSKA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-01T09:02:24-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,701,114
Liabilities
$46,775
Net assets
$1,654,339
Revenue
$494,113
Expenses
$126,538
Net income
$367,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.73$0.58$2.14$0.05$0.00$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.53$1.97$0.26$0.09$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.47$1.80$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.30$1.80$0.02$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.40$0.10$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.18$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.12$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.05$1.69$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.05$1.65$0.49$0.13$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.04$1.29$0.22$0.07$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.04$1.14$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.04$1.25$0.09