Civic Intelligence

Lakeway Foundation Tr

990PF • Fiscal year 2014 • EIN 48-6391313

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

Organization Profile
3547 Lakeway DriveBellingham, WA 98226

(360) 756-1010

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

5222%

Faster asset growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$19,478

Up $19,112 (+5222%) from 2013

Net Assets

Up

$19,478

Up $19,112 (+5222%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Down

$19,653

Down $7,297 (-27%) from 2013

Expenses

Down

$541

Down $26,283 (-98%) from 2013

Net Income

Up

$19,112

Up $18,986 (+15068%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $58Liabilities 2011: $0Net Assets 2011: $582011Assets 2012: $240Liabilities 2012: $0Net Assets 2012: $2402012Assets 2013: $366Liabilities 2013: $1Net Assets 2013: $3662013Assets 2014: $19,478Liabilities 2014: $1Net Assets 2014: $19,4782014Assets 2015: $7,198Liabilities 2015: $1Net Assets 2015: $7,1982015Assets 2016: $2,687Liabilities 2016: $0Net Assets 2016: $2,6872016Assets 2017: $89Liabilities 2017: $0Net Assets 2017: $892017Assets 2018: $359Liabilities 2018: $0Net Assets 2018: $3592018Assets 2019: $288Liabilities 2019: $1Net Assets 2019: $2882019Assets 2020: $8,253Liabilities 2020: $1Net Assets 2020: $8,2532020Assets 2021: $9,239Liabilities 2021: $1Net Assets 2021: $9,2392021Assets 2022: $7,164Liabilities 2022: $1Net Assets 2022: $7,1642022Assets 2023: $8,998Liabilities 2023: $1Net Assets 2023: $8,9982023Assets 2024: $5,772Liabilities 2024: $0Net Assets 2024: $5,7722024

Highlighted filing

2014

Assets$19,478
Liabilities$1
Net Assets$19,478
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $3,7232011Expenses 2012: $7682012Revenue 2013: $26,950Expenses 2013: $26,824Net Income 2013: $1262013Revenue 2014: $19,653Expenses 2014: $541Net Income 2014: $19,1122014Revenue 2015: $113,410Expenses 2015: $125,690Net Income 2015: -$12,2802015Revenue 2016: $16,851Expenses 2016: $21,362Net Income 2016: -$4,5112016Revenue 2017: $53,947Expenses 2017: $56,545Net Income 2017: -$2,5982017Revenue 2018: $7,000Expenses 2018: $6,730Net Income 2018: $2702018Revenue 2019: $4,800Expenses 2019: $4,871Net Income 2019: -$712019Revenue 2020: $13,229Expenses 2020: $5,264Net Income 2020: $7,9652020Revenue 2021: $1,986Expenses 2021: $1,000Net Income 2021: $9862021Revenue 2022: $3,000Expenses 2022: $5,075Net Income 2022: -$2,0752022Revenue 2023: $5,000Expenses 2023: $3,166Net Income 2023: $1,8342023Revenue 2024: $5,000Expenses 2024: $8,226Net Income 2024: -$3,2262024

Highlighted filing

2014

Revenue$19,653
Expenses$541
Net Income$19,112
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HANSENDirector-$0--
CARMEN HANSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lakeway Foundation Trust
EIN
48-6391313
Phone
3607561010
Address
3547 LAKEWAY DRIVE, BELLINGHAM, WA 98226

Signing Officer

Name
David Hansen
Title
Director
Signed
2015-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Archer Halliday Ps Cpas
Address
1621 CORNWALL AVE, BELLINGHAM, WA 98225-4634
Preparer
Bernadette Halliday
Phone
3607561010
Raw XML Appendix219 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0102
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CARMEN HANSEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELLINGHAM
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06682
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0121.56865
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03547 LAKEWAY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELLINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CARMEN HANSEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03607334009
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03607342835
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BELLINGHAM
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098226
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID HANSEN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CARMEN HANSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0102137
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0TO HELP THOSE IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0SMITH HOUSE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt04531 FIR TREE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0BELLINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd098229
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0102137
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/DistributableAsAdjustedAmt0334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0334
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0334
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025948
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1486
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HANSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWAY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0486391313
ReturnHeader/Filer/PhoneNum03607561010
ReturnHeader/Filer/USAddress/AddressLine1Txt03547 LAKEWAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCHER HALLIDAY PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01621 CORNWALL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982254634
ReturnHeader/PreparerPersonGrp/PhoneNum03607561010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNADETTE HALLIDAY
ReturnHeader/ReturnTs02015-06-15T08:42:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,478
Liabilities
$1
Net assets
$19,478
Revenue
$19,653
Expenses
$541
Net income
$19,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.54$0.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.17$0.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.13$1.26$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.20$0.01$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$0.27$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04