Civic Intelligence

Lakewood Village Association Inc

EIN 42-0946730 • 501(c)4 • Norwalk, IA

Profile

To promote the health, safety

PO Box 158Norwalk, IA 50211

www.lakewoodia.com

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-10.0%

Higher net margin than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-5.0%

Faster asset growth than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$477,259

Down $83,501 (-15%) from 2023

Liabilities

Down

$6,409

Down $476 (-6.9%) from 2023

Net Assets

Down

$470,850

Down $83,025 (-15%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin30th percentile

Revenue

Up

$250,005

Up $11,001 (+4.6%) from 2023

Expenses

Up

$274,970

Up $48,283 (+21%) from 2023

Net Income

Down

-$24,965

Down $37,282 (-303%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $443,553Liabilities 2011: $578Net Assets 2011: $442,9752011Assets 2012: $486,188Liabilities 2012: $1,340Net Assets 2012: $484,8482012Assets 2013: $532,155Liabilities 2013: $1,077Net Assets 2013: $531,0782013Assets 2014: $580,387Liabilities 2014: $1,639Net Assets 2014: $578,7482014Assets 2015: $592,721Liabilities 2015: $221Net Assets 2015: $592,5002015Assets 2016: $606,127Liabilities 2016: $997Net Assets 2016: $605,1302016Assets 2017: $637,095Liabilities 2017: $2,744Net Assets 2017: $634,3512017Assets 2018: $690,669Liabilities 2018: $5,202Net Assets 2018: $685,4672018Assets 2019: $677,083Liabilities 2019: $1,901Net Assets 2019: $675,1822019Assets 2020: $606,950Liabilities 2020: $368Net Assets 2020: $606,5822020Assets 2021: $579,743Liabilities 2021: $1,789Net Assets 2021: $577,9542021Assets 2022: $543,308Liabilities 2022: $1,750Net Assets 2022: $541,5582022Assets 2023: $560,760Liabilities 2023: $6,885Net Assets 2023: $553,8752023Assets 2025: $477,259Liabilities 2025: $6,409Net Assets 2025: $470,8502025

Highlighted filing

2025

Assets$477,259
Liabilities$6,409
Net Assets$470,850
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $210,482Expenses 2011: $136,877Net Income 2011: $73,6052011Revenue 2012: $190,111Expenses 2012: $148,238Net Income 2012: $41,8732012Expenses 2013: $152,9772013Revenue 2014: $203,784Expenses 2014: $156,114Net Income 2014: $47,6702014Revenue 2015: $190,087Expenses 2015: $176,335Net Income 2015: $13,7522015Revenue 2016: $191,625Expenses 2016: $178,995Net Income 2016: $12,6302016Revenue 2017: $191,458Expenses 2017: $162,237Net Income 2017: $29,2212017Revenue 2018: $224,298Expenses 2018: $173,182Net Income 2018: $51,1162018Revenue 2019: $189,363Expenses 2019: $199,648Net Income 2019: -$10,2852019Revenue 2020: $168,523Expenses 2020: $237,123Net Income 2020: -$68,6002020Revenue 2021: $181,581Expenses 2021: $210,209Net Income 2021: -$28,6282021Revenue 2022: $202,748Expenses 2022: $239,144Net Income 2022: -$36,3962022Revenue 2023: $239,004Expenses 2023: $226,687Net Income 2023: $12,3172023Revenue 2025: $250,005Expenses 2025: $274,970Net Income 2025: -$24,9652025

Highlighted filing

2025

Revenue$250,005
Expenses$274,970
Net Income-$24,965
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$477,259
Liabilities
$6,409
Net assets
$470,850
Revenue
$250,005
Expenses
$274,970
Net income
-$24,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.06$4.71$2.50$2.75$0.25
2023Summary only. Only limited summary data is available for this year.$5.61$0.07$5.54$2.39$2.27$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$0.02$5.42$2.03$2.39$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.02$5.78$1.82$2.10$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$1.69$2.37$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.02$6.75$1.89$2.00$0.10
2018Summary only. Only limited summary data is available for this year.$6.91$0.05$6.85$2.24$1.73$0.51
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.03$6.34$1.91$1.62$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.01$6.05$1.92$1.79$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$1.90$1.76$0.14
2014Detailed filing. Detailed filing data is available for this year.$5.80$0.02$5.79$2.04$1.56$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.01$5.31$1.53
2012Summary only. Only limited summary data is available for this year.$4.86$0.01$4.85$1.90$1.48$0.42
2011Summary only. Only limited summary data is available for this year.$4.44$0.01$4.43$2.10$1.37$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 28, 2026
Return Version
2024v5.5
Gross Receipts
$250,005
Mission and Program Overview

Mission

To promote the health, safety and welfare of the residents in the lakewood housing development in warren county, iowa

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$320,428$273,961▼ $46,467
Savings and Temporary Cash Investments$127,276$170,743▲ $43,467
Accounts Receivable$16,909$26,861▲ $9,952
Prepaid Expenses and Deferred Charges$4,484$5,545▲ $1,061
Cash and Non-Interest-Bearing Accounts$33,539$149▼ $33,390
Total Assets$502,636$477,259▼ $25,377
Liabilities
Accounts Payable and Accrued Expenses$5,610$6,409▲ $799
Total Liabilities$5,610$6,409▲ $799
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$497,026$470,850▼ $26,176
Total Net Assets Fund Balance$497,026$470,850▼ $26,176
Total Liabilities and Net Assets / Fund Balance$502,636$477,259▼ $25,377

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$195,510$456,645$652,155
Equipment$48,976$407,972$456,948
Land$29,475-$29,475
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Donny PucketPresident
Blake HavardVice President
Jennifer LonnevikDirector
Ryan DorrDirector
Stephanie HoweDirector
Steve GillottiDirector
Nick FrasherSecretary
Tyler MeusburgerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,761
Program Service Revenue
$30,145
Investment Income
$10,099
Other Revenue
$0
Change in Net Assets
$-24,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,933
Salaries, Compensation, and Employee Benefits$96,037
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,527$35,685-$89,212
Depreciation Depletion$46,467--$46,467
All Other Expenses$11,229$8,729-$19,958
Insurance$13,803$4,601-$18,404
Fees for Services Accounting-$16,470-$16,470
Office Expenses$6,563$6,563-$13,126
Occupancy$4,674$4,673-$9,347
Payroll Taxes$4,095$2,730-$6,825
Other Expenses$6,029--$6,029
Fees for Services Legal-$5,843-$5,843
Fees for Services Other$5,415--$5,415
Advertising$680--$680
Total Functional Expenses$189,676$85,294$0$274,970
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
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Lva homeowners are the members.”

Form 990, Part VI, Section A, Line 7A

“Lva homeowners elect 2 of the board positions each year at the annual board meeting.”

Form 990, Part VI, Section A, Line 7B

“Lva homeowners have a voice at each monthly board meeting.”

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

“The form 990 was prepared by a cpa and was presented and approved at the january 2026 board meeting.”

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

“Board members complete an annual conflict of interest questionnaire.”

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

“The pay of all employees is determined by the board of directors based on prevailing wages for the job duties in the warren county, iowa area.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Lakewood Village Association Inc
EIN
42-0946730
Phone
5152871804
Address
PO BOX 158, NORWALK, IA 50211

Signing Officer

Name
Donny Pucket
Title
President
Phone
5152871804
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donny Pucket
Formed
1966
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
9

Preparer

Firm
Welgaard Cpas & Advisors
Address
10550 NEW YORK AVE SUITE 100, URBANDALE, IA 50322
Preparer
Darlene M Danielson
Phone
5152530099
Raw XML Appendix360 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.

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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02106
IRS990/PYOtherExpensesAmt0160560
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt030078
IRS990/PYRevenuesLessExpensesAmt0-57923
IRS990/PYSalariesCompEmpBnftPaidAmt0113875
IRS990/PYTotalExpensesAmt0274435
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0216512
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-24965
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0127276
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0170743
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt048976
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0407972
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0456948
IRS990ScheduleD/LandGrp/BookValueAmt029475
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt029475
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0195510
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0456645
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0652155
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0273961
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LVA HOMEOWNERS ARE THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LVA HOMEOWNERS ELECT 2 OF THE BOARD POSITIONS EACH YEAR AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LVA HOMEOWNERS HAVE A VOICE AT EACH MONTHLY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS PREPARED BY A CPA AND WAS PRESENTED AND APPROVED AT THE JANUARY 2026 BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PAY OF ALL EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON PREVAILING WAGES FOR THE JOB DUTIES IN THE WARREN COUNTY, IOWA AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0502636
IRS990/TotalAssetsEOYAmt0477259
IRS990/TotalAssetsGrp/BOYAmt0502636
IRS990/TotalAssetsGrp/EOYAmt0477259
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0209761
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085294
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189676
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05610
IRS990/TotalLiabilitiesEOYAmt06409
IRS990/TotalLiabilitiesGrp/BOYAmt05610
IRS990/TotalLiabilitiesGrp/EOYAmt06409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0497026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0470850
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0189676
IRS990/TotalProgramServiceRevenueAmt030145
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010099
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0250005
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502636
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0477259
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 158
IRS990/USAddress/CityNm0NORWALK
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050211
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LAKEWOODIA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNY PUCKET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152871804
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD VILLAGE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0420946730
ReturnHeader/Filer/PhoneNum05152871804
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 158
ReturnHeader/Filer/USAddress/CityNm0NORWALK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421130301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELGAARD CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010550 NEW YORK AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050322
ReturnHeader/PreparerPersonGrp/PhoneNum05152530099
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE M DANIELSON
ReturnHeader/ReturnTs02026-01-28T11:16:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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