Civic Intelligence

Lakeside Lutheran Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1631918

Jun 01, 2015 to May 31, 2016 • Filed on Sep 20, 2016

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

302%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,507,646

Down $228,907 (-13%) from 2015

Net Assets

Down

$1,507,646

Down $179,157 (-11%) from 2015

Liabilities

Down

$0

Down $49,750 (-100%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$59,316

Down $212,323 (-139%) from 2015

Expenses

Down

$119,838

Down $705 (-0.6%) from 2015

Net Income

Down

-$179,154

Down $211,618 (-652%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2016

Assets$1,507,646
Liabilities$0
Net Assets$1,507,646
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue-$59,316
Expenses$119,838
Net Income-$179,154
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 20, 2016
Return Version
2015v2.1
Gross Receipts
$896,275
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$1,389,631$1,068,552▼ $321,079
Savings and Temporary Cash Investments$18,950$118,227▲ $99,277
Total Assets$1,736,553$1,507,646▼ $228,907
Other Assets Total$327,972$320,867▼ $7,105
Liabilities
Accounts Payable and Accrued Expenses$49,750--
Total Liabilities$49,750$0▼ $49,750
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,575,803$1,396,646▼ $179,157
Permanently Rstr Net Assets$111,000$111,000→ $0
Total Net Assets Fund Balance$1,686,803$1,507,646▼ $179,157
Total Liabilities and Net Assets / Fund Balance$1,736,553$1,507,646▼ $228,907

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,500--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Ben MlsnaDirector / President
Mike LenserDirector / Vice President
James BuegeDirector
Toni ColettiDirector
Scott FilterDirector / Secretary
James BuelowDirector / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,207
Program Service Revenue
$0
Investment Income
$32,130
Other Revenue
$-102,653
All Other Contributions
$11,207
Change in Net Assets
$-179,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$106,184
Other Expenses$13,654
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,184--$106,184
Fees for Service Investment Mgmnt Fees-$12,590-$12,590
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$64-$64
Total Functional Expenses$106,184$13,654$0$119,838
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakeside Lutheran High SchoolLake Mills, WI501c3General support and scholarships$106,184
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 and all related Schedules 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 received any compensation from the Lakeside Lutheran Foundation, Inc. In addtion, there are no employees of the organization.”

Filing and Contact Details

Filer

Filer Name
Lakeside Lutheran Foundation Inc
EIN
39-1631918
Phone
9206488545
Address
231 WOODLAND BEACH ROAD, LAKE MILLS, WI 53551-1855

Signing Officer

Name
James Buelow
Title
Treasurer
Signed
2016-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Mlsna
Formed
1988
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
4

Preparer

Firm
James C Huska CPA LLC
Address
126 E LAKE ST, LAKE MILLS, WI 53551
Preparer
James C Huska
Phone
9206488545
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding”

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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part IV Section C Line 1 Two of the seven members of the Board of Directors of the Lakeside Lutheran Foundation, Inc. supporting organization are appointed by the Board of Regents of Lakeside Lutheran High School supported organization. The Board of Regents operates like a Board of Directors. One additional member of the Board of Directors of Lakeside Lutheran Foundation, Inc. is appointed by the General Board - similar to the shareholders of a corporation - of Lakeside Lutheran High School.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONTINUED The two senior management staff members of Lakeside Lutheran High School are advisory members to the Board of Directors of Lakeside Lutheran Foundation, Inc. and regularly attend and advise all meetings of the Board of Directors.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CONTINUED One member of the Board of Directors of Lakeside Lutheran Foundation is a faculty member at Lakeside Lutheran High School and one member is appointed by the Lakeside Lutheran High School alumni association.
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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/ScheduleBRequiredInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0315367
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST AND DIVIDENDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0320867
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0106184
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support and scholarships
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lakeside Lutheran High School
IRS990ScheduleI/RecipientTable/RecipientEIN0390991964
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0231 Woodland Beach Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lake Mills
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053551
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the completed Form 990 and all related Schedules 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 received any compensation from the Lakeside Lutheran Foundation, Inc. In addtion, there are no employees of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rounding
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01575803
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01396646
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01736553
IRS990/TotalAssetsEOYAmt01507646
IRS990/TotalAssetsGrp/BOYAmt01736553
IRS990/TotalAssetsGrp/EOYAmt01507646
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011207
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013654
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0106184
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049750
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt049750
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01686803
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01507646
IRS990/TotalProgramServiceExpensesAmt0106184
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-70523
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-59316
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01736553
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01507646
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0336 E LAKE ST
IRS990/USAddress/CityNm0LAKE MILLS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053551
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BUELOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE LUTHERAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391631918
ReturnHeader/Filer/PhoneNum09206488545
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 WOODLAND BEACH ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE MILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535511855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES C HUSKA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 E LAKE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053551
ReturnHeader/PreparerPersonGrp/PhoneNum09206488545
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C HUSKA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-21T09:17:52-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,507,646
Liabilities
$0
Net assets
$1,507,646
Revenue
-$59,316
Expenses
$119,838
Net income
-$179,154
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