Civic Intelligence

Lakeshore VILL Homeowners Association

EIN 59-3182449 • 501(c)7 • Tampa, FL

Profile

To serve the recreational and social needs of its membership.

15409 Lakeshore Villa BlvdRoom/Suite 139Tampa, FL 33613

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2013

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2013

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2013

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

42%

Faster revenue growth than 89% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$10,916

Down $2,765 (-20%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$10,916

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$16,583

Up $4,920 (+42%) from 2012

Expenses

Up

$19,348

Up $7,322 (+61%) from 2012

Net Income

Down

-$2,765

Down $2,402 (-662%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2008: $8,614Liabilities 2008: $02008Assets 2009: $11,303Liabilities 2009: $02009Assets 2010: $13,193Liabilities 2010: $02010Assets 2011: $14,043Liabilities 2011: $02011Assets 2012: $13,681Liabilities 2012: $02012Assets 2013: $10,916Net Assets 2013: $10,9162013

Highlighted filing

2013

Assets$10,916
Liabilities-
Net Assets$10,916
Open 2013 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2008: $16,412Expenses 2008: $14,149Net Income 2008: $2,2632008Revenue 2009: $10,610Expenses 2009: $7,921Net Income 2009: $2,6892009Revenue 2010: $12,778Expenses 2010: $10,888Net Income 2010: $1,8902010Revenue 2011: $14,936Expenses 2011: $14,085Net Income 2011: $8512011Revenue 2012: $11,663Expenses 2012: $12,026Net Income 2012: -$3632012Revenue 2013: $16,583Expenses 2013: $19,348Net Income 2013: -$2,7652013

Highlighted filing

2013

Revenue$16,583
Expenses$19,348
Net Income-$2,765
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,916
Liabilities
-
Net assets
$10,916
Revenue
$16,583
Expenses
$19,348
Net income
-$2,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$10.9$10.9$16.6$19.3$2.77
2012Summary only. Only limited summary data is available for this year.$13.7$0.00$11.7$12.0$0.36
2011Summary only. Only limited summary data is available for this year.$14.0$0.00$14.9$14.1$0.85
2010Summary only. Only limited summary data is available for this year.$13.2$0.00$12.8$10.9$1.89
2009Summary only. Only limited summary data is available for this year.$11.3$0.00$10.6$7.92$2.69
2008Summary only. Only limited summary data is available for this year.$8.61$0.00$16.4$14.1$2.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$16,583
Mission and Program Overview

Mission

To serve the recreational and social needs of its membership.

Program Services

DescriptionGrantsExpenses
HOLIDAY AND SPECIAL CELEBRATIONS/GATHERINGS HELD THROUGHOUT THE YEAR HELPED PROVIDE FOR THE SOCIAL AND RECREATIONAL ENJOYMENT OF ITS MEMBERS IN PROVIDING A CENTRAL LOCATION AND ORGANIZATION OF THE EVENTS.--
WEEKLY AND MONTHLY ACTIVITIES SUCH AS BINGO, DANCING, GAMES, AND BOWLING HELPED PROVIDE FOR THE SOCIAL AND RECREATIONAL ENJOYMENT OF ITS MEMBERS IN PROVIDING A CENTRAL LOCATION AND ORGANIZATION OF THE ACTIVITIES.--
DINING EXPERIENCES INCLUDING REGULAR PANCAKE BREAKFASTS, COFFEE, AND TEA AMONG OTHERS WERE OFFERED BY THE ORGANIZATION TO ITS MEMBERS FOR THEIR SOCIAL INTERACTION AND ENJOYMENT.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORRIS UNDERWOODPresident-$0--
ANNE MALONETreasurer-$0--
ROBERT BRATEVice Preside-$0--
JOAN MARKSSecretary-$0--
JUDY KIMBALLDirector-$0--
MARY BRATEDirector-$0--
Filing and Contact Details

Filer

EIN
59-3182449
Phone
8137776760

Signing Officer

Name
Morris C Underwood
Title
President
Phone
8137776760
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Jolene T Loos
Phone
8132867373
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses holidays and celebrations 6,249 food & beverage 3,156 bingo supplies 152 directory listing 360 filing fees 61 kitchen supplies 746 meetings 403 miscellaneous 614 office 377 sams membership 45 welcome costs 66 total 12,229”

Raw XML Appendix113 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MORRIS UNDERWOOD
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANNE MALONE
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROBERT BRATE
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOAN MARKS
CompensationExplanation/CompensationExplanationGrp/PersonNm4JUDY KIMBALL
CompensationExplanation/CompensationExplanationGrp/PersonNm5MARY BRATE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE MALONE
IRS990EZ/BooksInCareOfDetail/PhoneNum08137778760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1015509 LAKESHORE VILLA BLVD 86
IRS990EZ/BooksInCareOfDetail/USAddress/City0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033613
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01651
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03865
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010916
IRS990EZ/GrossReceiptsAmt016583
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010916
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010916
IRS990EZ/OccupancyRentUtltsAndMaintAmt02249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MORRIS UNDERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BRATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN MARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY KIMBALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY BRATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012229
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE THE RECREATIONAL AND SOCIAL NEEDS OF ITS MEMBERSHIP.
IRS990EZ/PrintingPublicationsPostageAmt01005
IRS990EZ/ProgramServiceRevenueAmt014932
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLIDAY AND SPECIAL CELEBRATIONS/GATHERINGS HELD THROUGHOUT THE YEAR HELPED PROVIDE FOR THE SOCIAL AND RECREATIONAL ENJOYMENT OF ITS MEMBERS IN PROVIDING A CENTRAL LOCATION AND ORGANIZATION OF THE EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY AND MONTHLY ACTIVITIES SUCH AS BINGO, DANCING, GAMES, AND BOWLING HELPED PROVIDE FOR THE SOCIAL AND RECREATIONAL ENJOYMENT OF ITS MEMBERS IN PROVIDING A CENTRAL LOCATION AND ORGANIZATION OF THE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DINING EXPERIENCES INCLUDING REGULAR PANCAKE BREAKFASTS, COFFEE, AND TEA AMONG OTHERS WERE OFFERED BY THE ORGANIZATION TO ITS MEMBERS FOR THEIR SOCIAL INTERACTION AND ENJOYMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019348
IRS990EZ/TotalRevenueAmt016583
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES HOLIDAYS AND CELEBRATIONS 6,249 FOOD & BEVERAGE 3,156 BINGO SUPPLIES 152 DIRECTORY LISTING 360 FILING FEES 61 KITCHEN SUPPLIES 746 MEETINGS 403 MISCELLANEOUS 614 OFFICE 377 SAMS MEMBERSHIP 45 WELCOME COSTS 66 TOTAL 12,229
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORRIS C UNDERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08137776760
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKESHORE VILLA HOME OWNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0593182449
ReturnHeader/Filer/PhoneNum08137776760
ReturnHeader/Filer/USAddress/AddressLine1015409 LAKESHORE VILLA BLVD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 139
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593621814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10C&L VALUE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104805 WEST LAUREL ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033607
ReturnHeader/PreparerPersonGrp/PhoneNum08132867373
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLENE T LOOS
ReturnHeader/ReturnTs02014-11-14T14:44:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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