Civic Intelligence

Lakeway Foundation Tr

990PF • Fiscal year 2023 • EIN 48-6391313

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

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

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

67%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$8,998

Up $1,834 (+26%) from 2022

Net Assets

Up

$8,998

Up $1,834 (+26%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin85th percentile

Revenue

Up

$5,000

Up $2,000 (+67%) from 2022

Expenses

Down

$3,166

Down $1,909 (-38%) from 2022

Net Income

Up

$1,834

Up $3,909 (+188%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th 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: $0Net Assets 2023: $8,9982023Assets 2024: $5,772Liabilities 2024: $0Net Assets 2024: $5,7722024

Highlighted filing

2023

Assets$8,998
Liabilities$0
Net Assets$8,998
Open 2023 Filing

Operations Trend

Revenue Growth85th 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

2023

Revenue$5,000
Expenses$3,166
Net Income$1,834
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HANSENDirector-$0--
JON 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
2024-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Archer Halliday Ps Cpas
Address
1621 CORNWALL AVE, BELLINGHAM, WA 98225
Preparer
Bernadette Halliday
Phone
3607561010
Raw XML Appendix208 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02126
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARATION OF TAX RETURN
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02126
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02126
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02126
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01834
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02166
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03166
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01834
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08998
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07164
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08998
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt08998
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07164
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08998
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08998
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07164
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07164
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08998
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08998
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07164
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08998
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07164
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08998
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID HANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JON HANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03237 NORTHSHORE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13199 NORTHSHORE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELLINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BELLINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198226
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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/BusinessNameLine1Txt0JON HANSEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03607334009
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LAKEWAY FOUNDATION TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03607342835
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03547 LAKEWAY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BELLINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098226
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID HANSEN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JON HANSEN
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013723
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03941
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04782
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018859
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017859
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID HANSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03547 LAKEWAY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELLINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098226
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WA STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HANSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911930959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCHER HALLIDAY PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01621 CORNWALL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098225
ReturnHeader/PreparerPersonGrp/PhoneNum03607561010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNADETTE HALLIDAY
ReturnHeader/ReturnTs02024-07-15T08:26:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANSEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,998
Liabilities
$0
Net assets
$8,998
Revenue
$5,000
Expenses
$3,166
Net income
$1,834
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