Civic Intelligence

Lakeview Golf & Country Club

EIN 42-0369873 • 501(c)7 • Chariton, IA

Profile

Golf Course and Social Club

PO Box 412Chariton, IA 50049

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

24%

Higher net margin than 84% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$431,663

Up $49,898 (+13%) from 2024

Liabilities

Down

$4,205

Down $252 (-5.7%) from 2024

Net Assets

Up

$427,458

Up $50,150 (+13%) from 2024

Revenue

Up

$292,456

Up $10,579 (+3.8%) from 2024

Expenses

Down

$221,672

Down $16,935 (-7.1%) from 2024

Net Income

Up

$70,784

Up $27,514 (+64%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $284,470Liabilities 2011: $103,701Net Assets 2011: $180,7692011Assets 2012: $271,067Liabilities 2012: $88,664Net Assets 2012: $182,4032012Assets 2013: $270,272Liabilities 2013: $71,589Net Assets 2013: $198,6832013Assets 2014: $299,314Liabilities 2014: $100,518Net Assets 2014: $198,7962014Assets 2015: $244,591Liabilities 2015: $87,539Net Assets 2015: $157,0522015Assets 2016: $211,467Liabilities 2016: $46,900Net Assets 2016: $164,5672016Assets 2017: $199,706Liabilities 2017: $41,371Net Assets 2017: $158,3352017Assets 2018: $194,983Liabilities 2018: $42,434Net Assets 2018: $152,5492018Assets 2019: $177,855Liabilities 2019: $36,715Net Assets 2019: $141,1402019Assets 2020: $171,426Liabilities 2020: $71,507Net Assets 2020: $99,9192020Assets 2021: $266,240Liabilities 2021: $37,176Net Assets 2021: $229,0642021Assets 2022: $336,293Liabilities 2022: $35,660Net Assets 2022: $300,6332022Assets 2023: $343,708Liabilities 2023: $4,165Net Assets 2023: $339,5432023Assets 2024: $381,765Liabilities 2024: $4,457Net Assets 2024: $377,3082024Assets 2025: $431,663Liabilities 2025: $4,205Net Assets 2025: $427,4582025

Highlighted filing

2025

Assets$431,663
Liabilities$4,205
Net Assets$427,458

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $284,002Expenses 2011: $264,853Net Income 2011: $19,1492011Revenue 2012: $293,013Expenses 2012: $289,450Net Income 2012: $3,5632012Revenue 2013: $284,313Expenses 2013: $267,610Net Income 2013: $16,7032013Revenue 2014: $240,313Expenses 2014: $238,679Net Income 2014: $1,6342014Revenue 2015: $215,656Expenses 2015: $257,366Net Income 2015: -$41,7102015Revenue 2016: $176,813Expenses 2016: $168,733Net Income 2016: $8,0802016Revenue 2017: $186,817Expenses 2017: $193,049Net Income 2017: -$6,2322017Revenue 2018: $175,174Expenses 2018: $180,700Net Income 2018: -$5,5262018Revenue 2019: $200,100Expenses 2019: $211,747Net Income 2019: -$11,6472019Revenue 2020: $174,553Expenses 2020: $215,910Net Income 2020: -$41,3572020Revenue 2021: $369,089Expenses 2021: $239,543Net Income 2021: $129,5462021Revenue 2022: $246,634Expenses 2022: $216,766Net Income 2022: $29,8682022Revenue 2023: $223,872Expenses 2023: $189,919Net Income 2023: $33,9532023Revenue 2024: $281,877Expenses 2024: $238,607Net Income 2024: $43,2702024Revenue 2025: $292,456Expenses 2025: $221,672Net Income 2025: $70,7842025

Highlighted filing

2025

Revenue$292,456
Expenses$221,672
Net Income$70,784

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.04$4.27$2.92$2.22$0.71
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.04$3.77$2.82$2.39$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.04$3.40$2.24$1.90$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.36$3.01$2.47$2.17$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.37$2.29$3.69$2.40$1.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.72$1.00$1.75$2.16$0.41
2019Summary only. Only limited summary data is available for this year.$1.78$0.37$1.41$2.00$2.12$0.12
2018Summary only. Only limited summary data is available for this year.$1.95$0.42$1.53$1.75$1.81$0.06
2017Summary only. Only limited summary data is available for this year.$2.00$0.41$1.58$1.87$1.93$0.06
2016Summary only. Only limited summary data is available for this year.$2.11$0.47$1.65$1.77$1.69$0.08
2015Summary only. Only limited summary data is available for this year.$2.45$0.88$1.57$2.16$2.57$0.42
2014Summary only. Only limited summary data is available for this year.$2.99$1.01$1.99$2.40$2.39$0.02
2013Summary only. Only limited summary data is available for this year.$2.70$0.72$1.99$2.84$2.68$0.17
2012Summary only. Only limited summary data is available for this year.$2.71$0.89$1.82$2.93$2.89$0.04
2011Summary only. Only limited summary data is available for this year.$2.84$1.04$1.81$2.84$2.65$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Nov 26, 2025
Return Version
2024v5.2
Gross Receipts
$327,659
Mission and Program Overview

Mission

Golf Course and Social Club

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$209,134$279,915▲ $70,781
Cash and Non-Interest-Bearing Accounts$156,582$220,583▲ $64,001
Land, Buildings, and Equipment, Net$196,351$204,760▲ $8,409
Pd in Cap Srpls Land Bldg Eqp Fund$147,543$147,543→ $0
Inventories for Sale or Use$6,551$7,249▲ $698
Prepaid Expenses and Deferred Charges-$1,199-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Accounts Receivable$2,335$-2,128▼ $4,463
Total Assets$361,133$431,663▲ $70,530
Other Assets Total$-686$0▲ $686
Liabilities
Accounts Payable and Accrued Expenses$4,456$4,204▼ $252
Other Liabilities-$1-
Total Liabilities$4,456$4,205▼ $251
Net Assets / Fund Balance
Total Net Assets Fund Balance$356,677$427,458▲ $70,781
Total Liabilities and Net Assets / Fund Balance$361,133$431,663▲ $70,530

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$74,148$276,845$350,993
Equipment$16,217$122,154$138,371
Leasehold Improvements-$137,259$137,259
Land$114,395-$114,395
Other Land Buildings-$112,532$112,532
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dave HardiePresident
Maureen WhiteVice President
Amanda JensenDirector
Jamie AulwesDirector
Kim BrandtDirector
Phil AllenSecretary
Sue FrazierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$194,358
Investment Income
$19,498
Other Revenue
$78,600
Change in Net Assets
$70,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,040
Salaries, Compensation, and Employee Benefits$73,632
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$103,216
Other Salaries and Wages---$64,026
Fees for Services Accounting---$20,023
Payroll Taxes---$9,606
Insurance---$8,461
Office Expenses---$8,203
Depreciation Depletion---$7,962
Interest---$175
Total Functional Expenses$0$0$0$221,672
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
LakeView Golf & Country Club
EIN
42-0369873
Phone
6417745964
Address
PO Box 412, Chariton, IA 50049

Signing Officer

Name
Dave Hardie
Title
President
Signed
2025-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Hardie
Formed
1936
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
0
Employees
16

Preparer

Firm
Storm Financial Services Pllc
Address
1010 Braden Ave, Chariton, IA 50049
Preparer
Denise L Storm
Phone
6417745222
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Misc Adj = -$3

Raw XML Appendix351 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/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0209134
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0279915
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt074148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0276845
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0350993
IRS990ScheduleD/EquipmentGrp/BookValueAmt016217
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0122154
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0138371
IRS990ScheduleD/LandGrp/BookValueAmt0114395
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0114395
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0137259
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0137259
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0112532
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0112532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0204760
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc Adj = -$3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0361133
IRS990/TotalAssetsEOYAmt0431663
IRS990/TotalAssetsGrp/BOYAmt0361133
IRS990/TotalAssetsGrp/EOYAmt0431663
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221672
IRS990/TotalGrossUBIAmt077297
IRS990/TotalLiabilitiesBOYAmt04456
IRS990/TotalLiabilitiesEOYAmt04205
IRS990/TotalLiabilitiesGrp/BOYAmt04456
IRS990/TotalLiabilitiesGrp/EOYAmt04205
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0356677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0427458
IRS990/TotalProgramServiceRevenueAmt0194358
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0215159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0292456
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt077297
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0361133
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0431663
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 412
IRS990/USAddress/CityNm0Chariton
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050049
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dave Hardie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LakeView Golf & Country Club
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0420369873
ReturnHeader/Filer/PhoneNum06417745964
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 412
ReturnHeader/Filer/USAddress/CityNm0Chariton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050049
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453135882
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STORM FINANCIAL SERVICES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 Braden Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chariton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050049
ReturnHeader/PreparerPersonGrp/PhoneNum06417745222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise L Storm
ReturnHeader/ReturnTs02025-11-26T07:51:10-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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