Civic Intelligence

Lakeshore Foundation

990EZ • Fiscal year 2020 • EIN 46-3313924

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

109%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

150%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$35,452

Up $18,485 (+109%) from 2019

Net Assets

Up

$35,452

Up $18,485 (+109%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Up

$75,000

Up $45,000 (+150%) from 2019

Expenses

Down

$56,515

Down $50,743 (-47%) from 2019

Net Income

Up

$18,485

Up $95,743 (+124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2020

Assets$35,452
Liabilities$0
Net Assets$35,452
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

2020

Revenue$75,000
Expenses$56,515
Net Income$18,485
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Gross Receipts
$75,000
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 scholarships and programs for profoundly gifted students, and to support educational institutions generally.$53,500$53,500
Compensation and Service Providers
Top Officer Pay76th 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
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
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:50000”

Form 990EZ Part I Line 16

“Description:BUSINESS REGISTRATION FEES Amount:50”

Raw XML Appendix151 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/BOYAmt016967
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035452
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt075000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018485
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02965
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016967
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035452
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt053500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt075000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016967
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035452
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016967
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035452
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/PartVIHghstPdCntrctProfSrvcTxt0NONE
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 scholarships and programs for profoundly gifted students, and to support educational institutions generally.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053500
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/TotalExpensesAmt056515
IRS990EZ/TotalProgramServiceExpensesAmt053500
IRS990EZ/TotalRevenueAmt075000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0140000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0395000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0395000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0395000
IRS990ScheduleA/TotalSupportAmt0395000
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:50000
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/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HERRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07758328314
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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/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/PreparerPersonNm0Stephanie Wilkinson
ReturnHeader/ReturnTs02021-04-12T17:52:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERRON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,452
Liabilities
$0
Net assets
$35,452
Revenue
$75,000
Expenses
$56,515
Net income
$18,485
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$1.40$0.28$1.12