Civic Intelligence

Lakeshore Foundation

990EZ • Fiscal year 2016 • EIN 46-3313924

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileN/A
800 southwood blvd suite 204incline village, NV 89451

(775) 832-8314

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$125,540

No earlier filing loaded for comparison.

Net Assets

$125,540

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

$140,000

No earlier filing loaded for comparison.

Expenses

$27,855

No earlier filing loaded for comparison.

Net Income

$112,145

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2016: $125,540Liabilities 2016: $0Net Assets 2016: $125,5402016Assets 2017: $152,485Liabilities 2017: $0Net Assets 2017: $152,4852017Assets 2018: $94,225Liabilities 2018: $0Net Assets 2018: $94,2252018Assets 2019: $16,967Liabilities 2019: $0Net Assets 2019: $16,9672019Assets 2020: $35,452Liabilities 2020: $0Net Assets 2020: $35,4522020Assets 2021: $22,767Liabilities 2021: $0Net Assets 2021: $22,7672021Assets 2022: $25,332Liabilities 2022: $0Net Assets 2022: $25,3322022

Highlighted filing

2016

Assets$125,540
Liabilities$0
Net Assets$125,540
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2016: $140,000Expenses 2016: $27,855Net Income 2016: $112,1452016Revenue 2017: $100,000Expenses 2017: $73,055Net Income 2017: $26,9452017Revenue 2018: $50,000Expenses 2018: $108,260Net Income 2018: -$58,2602018Revenue 2019: $30,000Expenses 2019: $107,258Net Income 2019: -$77,2582019Revenue 2020: $75,000Expenses 2020: $56,515Net Income 2020: $18,4852020Revenue 2021: $50,000Expenses 2021: $62,685Net Income 2021: -$12,6852021Revenue 2022: $60,000Expenses 2022: $57,435Net Income 2022: $2,5652022

Highlighted filing

2016

Revenue$140,000
Expenses$27,855
Net Income$112,145
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.1
Gross Receipts
$140,000
Mission and Program Overview

Mission

The foundation's primary charitable and educational purpose is to support educational scholarships and programs for profoundly gifted students, and to support educational institutions generally.

Program Services

DescriptionGrantsExpenses
Support educational programs for profoundly gifted students.$26,500$26,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M DAVIDSONPresident/Director-$0--
MARK R HERRONSecretary/CFO/Director-$0--
Filing and Contact Details

Filer

Filer Name
Lakeshore Foundation
EIN
46-3313924
In Care Of
% KARIN DIXSON
Phone
7758328314
Address
800 southwood blvd suite 204, incline village, NV 89451

Signing Officer

Name
Mark Herron
Title
Secretary and CFO
Phone
7758328314
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Robin M Paule
Phone
8053748555
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“DONEES NAME:DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT DONEES ADDRESS:800 SOUTHWOOD BLVD., SUITE 204 RELATIONSHIP:BROTHER/SISTER ORGANIZATION PURPOSE OF PAYMENT:Support educational programs for profoundly AMOUNT:20000”

Form 990EZ Part I Line 16

“Description:BUSINESS REGISTRATION FEES Amount:50”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KARIN DIXSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07758328314
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 SOUTHWOOD BLVD SUITE 204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INCLINE VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd089451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013395
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125540
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0140000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0112145
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01305
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013395
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125540
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0140000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013395
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125540
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013395
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125540
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT M DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK R HERRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/CFO/DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S PRIMARY CHARITABLE AND EDUCATIONAL PURPOSE IS TO SUPPORT EDUCATIONAL SCHOLARSHIPS AND PROGRAMS FOR PROFOUNDLY GIFTED STUDENTS, AND TO SUPPORT EDUCATIONAL INSTITUTIONS GENERALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support educational programs for profoundly gifted students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NV
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027855
IRS990EZ/TotalProgramServiceExpensesAmt026500
IRS990EZ/TotalRevenueAmt0140000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0140000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0170000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0170000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0140000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0170000
IRS990ScheduleA/TotalSupportAmt0170000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT DONEES ADDRESS:800 SOUTHWOOD BLVD., SUITE 204 RELATIONSHIP:BROTHER/SISTER ORGANIZATION PURPOSE OF PAYMENT:Support educational programs for profoundly AMOUNT:20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BUSINESS REGISTRATION FEES Amount:50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HERRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07758328314
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESHORE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0463313924
ReturnHeader/Filer/InCareOfNm0% KARIN DIXSON
ReturnHeader/Filer/PhoneNum07758328314
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 southwood blvd suite 204
ReturnHeader/Filer/USAddress/CityNm0incline village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089451
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC144D2C5944885D7D87D465B4329167CD393E1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072ACF0E3B00F8262E1B5503E2B55F0270713C0DC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095206420172225000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.46.231.234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 TOWNSGATE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN M PAULE
ReturnHeader/ReturnTs02017-08-10T17:33:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$125,540
Liabilities
$0
Net assets
$125,540
Revenue
$140,000
Expenses
$27,855
Net income
$112,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.60$0.57$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.50$0.63$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.75$0.57$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.30$1.07$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.50$1.08$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$1.00$0.73$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.40$0.28$1.12