Liabilities / Assets
94th percentile
Higher debt load relative to assets than 94% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.97x
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Down$389,873
Down $14,371 (-3.6%) from 2022
Net Assets
Down$13,471
Down $8,024 (-37%) from 2022
Liabilities
Down$376,402
Down $6,347 (-1.7%) from 2022
Revenue And Expenses
Revenue
Up$68,402
Up $940 (+1.4%) from 2022
Expenses
Up$76,427
Up $4,916 (+6.9%) from 2022
Net Income
Down-$8,025
Down $3,976 (-98%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2022 to Sep 30, 2023
- Signed
- Dec 5, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $68,402
Mission and Program Overview
Mission
Lakewood utilities was designed to provide water services and road maintenance to the general public in the lakewood area of fort dodge, iowa.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| LAKEWOOD UTILITIES WAS DESIGNED TO PROVIDE WATER SERVICES AND ROAD MAINTENANCE TO THE GENERAL PUBLIC IN THE LAKEWOOD AREA OF FORT DODGE, IOWA. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LEONARD DARLING | Board Member | - | $0 | - | - |
| TJ LYNN | Board Member | - | $0 | - | - |
| SHAUNNA ABRAMS | Secretary | - | $0 | - | - |
| LORI EVANS | Treasurer | - | $0 | - | - |
| CHARLIE WALKER | Vice Preside | - | $0 | - | - |
| JEFF WOOD | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lakewood Utilities
- EIN
- 42-0920429
- Phone
- 5155706635
- Address
- 2243 146TH ST, FORT DODGE, IA 50501
Signing Officer
- Name
- Lori Evans
- Title
- Treasurer
- Phone
- 5159795408
- Signed
- 2023-12-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bowser & Richman Llp CPA
- Address
- 124 NORTH 9TH STREET, FORT DODGE, IA 50501-3911
- Preparer
- Jerry Richman CPA
- Phone
- 5159558300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses interest 13,766 insurance 1,061 mowing 1,200 repairs 3,518 snow removal 3,280 taxes 785 utilities 2,685 permits 30 supplies 1,243 water testing 7,824 office & meeting exp 56 donation 300 other exp 1,637 non-investment depreciation 38,602 total 75,987”
Form 990-ez, Part II, Line 24
“579,030 579,030 less accumulated depreciation 359,172 397,774 total 219,858 181,256”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 70 106 grants payable 382,678 376,296”
Form 990-ez, Part III
“Lakewood utilities was designed to provide water services and road maintenance to the general public in the lakewood area of fort dodge, iowa.”
Raw XML Appendix116 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LORI EVANS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5155706635 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2243 146TH ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT DODGE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50501 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 184386 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 208617 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8025 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 440 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 404244 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 389873 |
| IRS990EZ/GrossReceiptsAmt | 0 | 68402 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 282 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 21496 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13471 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 21496 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13471 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LEONARD DARLING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TJ LYNN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHAUNNA ABRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LORI EVANS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHARLIE WALKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JEFF WOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 219858 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 181256 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 75987 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | LAKEWOOD UTILITIES WAS DESIGNED TO PROVIDE WATER SERVICES AND ROAD MAINTENANCE TO THE GENERAL PUBLIC IN THE LAKEWOOD AREA OF FORT DODGE, IOWA. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 68120 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | LAKEWOOD UTILITIES WAS DESIGNED TO PROVIDE WATER SERVICES AND ROAD MAINTENANCE TO THE GENERAL PUBLIC IN THE LAKEWOOD AREA OF FORT DODGE, IOWA. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 382748 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 376402 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 76427 |
| IRS990EZ/TotalRevenueAmt | 0 | 68402 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | UTLITIES |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES INTEREST 13,766 INSURANCE 1,061 MOWING 1,200 REPAIRS 3,518 SNOW REMOVAL 3,280 TAXES 785 UTILITIES 2,685 PERMITS 30 SUPPLIES 1,243 WATER TESTING 7,824 OFFICE & MEETING EXP 56 DONATION 300 OTHER EXP 1,637 NON-INVESTMENT DEPRECIATION 38,602 TOTAL 75,987 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 579,030 579,030 LESS ACCUMULATED DEPRECIATION 359,172 397,774 TOTAL 219,858 181,256 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 70 106 GRANTS PAYABLE 382,678 376,296 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LAKEWOOD UTILITIES WAS DESIGNED TO PROVIDE WATER SERVICES AND ROAD MAINTENANCE TO THE GENERAL PUBLIC IN THE LAKEWOOD AREA OF FORT DODGE, IOWA. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LORI EVANS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5159795408 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-12-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKEWOOD UTILITIES |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 420920429 |
| ReturnHeader/Filer/PhoneNum | 0 | 5155706635 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2243 146TH ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FORT DODGE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50501 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 824682302 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BOWSER & RICHMAN LLP CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 124 NORTH 9TH STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FORT DODGE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 505013911 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5159558300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JERRY RICHMAN CPA |
| ReturnHeader/ReturnTs | 0 | 2023-12-13T13:36:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | PATTY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | THILGES |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-09-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $389,873
- Liabilities
- $376,402
- Net assets
- $13,471
- Revenue
- $68,402
- Expenses
- $76,427
- Net income
- -$8,025