Civic Intelligence

Lake Matthews Educational Fund

990PF • Fiscal year 2015 • EIN 42-1491841

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 28, 2016

Organization Profile
PO Box 307Shenandoah, IA 51601

(712) 246-2029

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-69%

Higher net margin than 9% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-1.2%

Faster asset growth than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$467,056

Down $5,582 (-1.2%) from 2014

Net Assets

$467,056

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$8,085

Up $4,329 (+115%) from 2014

Expenses

Down

$13,667

Down $499 (-3.5%) from 2014

Net Income

Up

-$5,582

Up $4,828 (+46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $499,794Liabilities 2011: $02011Assets 2012: $494,452Liabilities 2012: $02012Assets 2013: $483,049Liabilities 2013: $02013Assets 2014: $472,638Liabilities 2014: $02014Assets 2015: $467,056Liabilities 2015: $0Net Assets 2015: $467,0562015Assets 2016: $454,906Liabilities 2016: $0Net Assets 2016: $454,9062016Assets 2017: $437,940Liabilities 2017: $0Net Assets 2017: $437,9402017Assets 2018: $425,851Liabilities 2018: $0Net Assets 2018: $425,8512018Assets 2019: $409,606Liabilities 2019: $0Net Assets 2019: $409,6062019Assets 2020: $405,269Liabilities 2020: $0Net Assets 2020: $405,2692020Assets 2021: $395,345Liabilities 2021: $0Net Assets 2021: $395,3452021Assets 2022: $384,100Liabilities 2022: $0Net Assets 2022: $384,1002022Assets 2023: $379,994Liabilities 2023: $0Net Assets 2023: $379,9942023Assets 2024: $396,294Liabilities 2024: $0Net Assets 2024: $396,2942024

Highlighted filing

2015

Assets$467,056
Liabilities$0
Net Assets$467,056
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$40K$20K$0-$20KRevenue 2011: $16,341Expenses 2011: $26,982Net Income 2011: -$10,6412011Revenue 2012: $11,913Expenses 2012: $17,255Net Income 2012: -$5,3422012Revenue 2013: $7,304Expenses 2013: $18,707Net Income 2013: -$11,4032013Revenue 2014: $3,756Expenses 2014: $14,166Net Income 2014: -$10,4102014Revenue 2015: $8,085Expenses 2015: $13,667Net Income 2015: -$5,5822015Revenue 2016: $8,103Expenses 2016: $20,253Net Income 2016: -$12,1502016Revenue 2017: $7,243Expenses 2017: $24,209Net Income 2017: -$16,9662017Revenue 2018: $8,600Expenses 2018: $20,692Net Income 2018: -$12,0922018Revenue 2019: $9,662Expenses 2019: $25,907Net Income 2019: -$16,2452019Revenue 2020: $9,723Expenses 2020: $14,060Net Income 2020: -$4,3372020Revenue 2021: $4,803Expenses 2021: $14,727Net Income 2021: -$9,9242021Revenue 2022: $6,063Expenses 2022: $17,298Net Income 2022: -$11,2352022Revenue 2023: $13,101Expenses 2023: $17,207Net Income 2023: -$4,1062023Revenue 2024: $31,200Expenses 2024: $14,900Net Income 2024: $16,3002024

Highlighted filing

2015

Revenue$8,085
Expenses$13,667
Net Income-$5,582
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER WEISSVice President-$0--
DAVID LASHIERTreasurer-$0--
CAROL LEE REESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lake Matthews Educational Fund
EIN
42-1491841
Address
PO BOX 307, SHENANDOAH, IA 51601

Signing Officer

Name
David Lashier
Title
Treasurer
Phone
7122462029
Signed
2016-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Miller Shearer Lashier & Co
Address
PO BOX 307, SHENANDOAH, IA 51601
Preparer
David Lashier
Phone
7122462029
Raw XML Appendix349 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13VOIDED SCHOLARSHIP CHECK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31406 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51403 SOUTH MORELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6312 WEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt756 KEITH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8316 E WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9513 SHUGART STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101307 JOHNSON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111274 STATE HWY 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12400 WEST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SHENANDOAH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SHENANDOAH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd251601
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd751601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd851601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd951601
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1251601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1351601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023469
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt074394
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt074394
IRS990PF/UndistributedIncomeGrp/Taxable2Amt010096
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt074394
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023469
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023596
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LASHIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07122462029
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE MATTHEWS EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0421491841
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 307
ReturnHeader/Filer/USAddress/CityNm0SHENANDOAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421028246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER SHEARER LASHIER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHENANDOAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051601
ReturnHeader/PreparerPersonGrp/PhoneNum07122462029
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LASHIER
ReturnHeader/ReturnTs02016-01-28T15:16:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,056
Liabilities
$0
Net assets
$467,056
Revenue
$8,085
Expenses
$13,667
Net income
-$5,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.31$0.15$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.13$0.17$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.05$0.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.10$0.14$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.10$0.26$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.09$0.21$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.07$0.24$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.08$0.20$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.08$0.14$0.06
2014Summary only. Only limited summary data is available for this year.$4.73$0.00$0.04$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$4.83$0.00$0.07$0.19$0.11
2012Summary only. Only limited summary data is available for this year.$4.94$0.00$0.12$0.17$0.05
2011Summary only. Only limited summary data is available for this year.$5.00$0.00$0.16$0.27$0.11