Civic Intelligence

Lakeway Foundation Inc.

EIN 62-1827022 • 501(c)3 • Morristown, TN

Pub. 78 Eligible

Profile

To receive public funds for those in need and to disburse funds to other exempt organizations. 15 schools and others. Assistance to children in need of clothing and other essentials. Over 200 served.

P O Box 625Morristown, TN 37815

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-49%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,162

Down $5,921 (-49%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$6,162

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,921

Up $5,921 from 2021

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$60K$40K$20K$0Assets 2011: $45,404Net Assets 2011: $45,4042011Assets 2012: $20,003Liabilities 2012: $02012Assets 2013: $19,660Net Assets 2013: $19,6602013Assets 2014: $954Net Assets 2014: $9542014Assets 2015: $2,114Net Assets 2015: $2,1142015Assets 2016: $3,793Net Assets 2016: $3,7932016Assets 2017: $4,680Net Assets 2017: $4,6802017Assets 2018: $9,609Net Assets 2018: $9,6092018Assets 2019: $9,673Net Assets 2019: $9,6732019Assets 2020: $12,083Net Assets 2020: $12,0832020Assets 2021: $12,083Liabilities 2021: $02021Assets 2022: $6,162Net Assets 2022: $6,1622022

Highlighted filing

2022

Assets$6,162
Liabilities-
Net Assets$6,162
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $41,061Expenses 2011: $39,336Net Income 2011: $1,7252011Revenue 2012: $38,414Expenses 2012: $63,815Net Income 2012: -$25,4012012Revenue 2013: $41,169Expenses 2013: $41,512Net Income 2013: -$3432013Revenue 2014: $50,720Expenses 2014: $75,093Net Income 2014: -$24,3732014Revenue 2015: $45,351Expenses 2015: $44,191Net Income 2015: $1,1602015Revenue 2016: $38,061Expenses 2016: $51,416Net Income 2016: -$13,3552016Revenue 2017: $37,662Expenses 2017: $36,774Net Income 2017: $8882017Revenue 2018: $21,581Expenses 2018: $16,652Net Income 2018: $4,9292018Revenue 2019: $16,170Expenses 2019: $16,106Net Income 2019: $642019Revenue 2020: $1,000Expenses 2020: $4,141Net Income 2020: -$3,1412020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Expenses 2022: $5,9212022

Highlighted filing

2022

Revenue-
Expenses$5,921
Net Income-
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,162
Liabilities
-
Net assets
$6,162
Revenue
-
Expenses
$5,921
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.16$6.16$5.92
2021Summary only. Only limited summary data is available for this year.$12.1$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$12.1$12.1$1.00$4.14$3.14
2019Detailed filing. Detailed filing data is available for this year.$9.67$9.67$16.2$16.1$0.06
2018Detailed filing. Detailed filing data is available for this year.$9.61$9.61$21.6$16.7$4.93
2017Detailed filing. Detailed filing data is available for this year.$4.68$4.68$37.7$36.8$0.89
2016Detailed filing. Detailed filing data is available for this year.$3.79$3.79$38.1$51.4$13.4
2015Detailed filing. Detailed filing data is available for this year.$2.11$2.11$45.4$44.2$1.16
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.95$50.7$75.1$24.4
2013Detailed filing. Detailed filing data is available for this year.$19.7$19.7$41.2$41.5$0.34
2012Summary only. Only limited summary data is available for this year.$20.0$0.00$38.4$63.8$25.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.4$45.4$41.1$39.3$1.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

To receive public funds for those in need and to disburse funds to other exempt organizations. 15 schools and others. Assistance to children in need of clothing and other essentials. Over 200 served.

Program Services

DescriptionGrantsExpenses
FURNISHED APPROXIMATELY 15 PUBLIC SCHOOLS WITH NEEDED SUPPLIES. ASSISTANCE TO OTHER NONPROFIT ORGANIZATIONS.$5,671$5,671
FURNISHED CLOTHES AND OTHER NECESSITIES TO CHILDREN.$250$250
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R JACK FISHMANPresident-$0--
ROBERT MICHAEL FISHMANDirector-$0--
JEFFREY DANIEL FISHMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lakeway Foundation Inc
EIN
62-1827022
Address
P O BOX 625, MORRISTOWN, TN 37815

Signing Officer

Name
R Jack Fishman
Title
President
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Craine Thompson & Jones Pc
Address
225 W FIRST NORTH ST, MORRISTOWN, TN 37814
Preparer
Ginger S Elmore CPA
Phone
4235867650
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 5,671”

Form 990-ez, Part I, Line 20

“Prior period adjustment 0”

Form 990-ez, Part III

“To receive public funds for those in need and to disburse funds to other exempt organizations. 15 schools and others. Assistance to children in need of clothing and other essentials. Over 200 served.”

Raw XML Appendix120 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/BusinessName/BusinessNameLine1Txt0LAKEWAY PUBLISHERS INC
IRS990EZ/BooksInCareOfDetail/PhoneNum04235815630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01609 W 1ST NORTH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012083
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5921
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012083
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06162
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05921
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06162
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06162
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0R JACK FISHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MICHAEL FISHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY DANIEL FISHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RECEIVE PUBLIC FUNDS FOR THOSE IN NEED AND TO DISBURSE FUNDS TO OTHER EXEMPT ORGANIZATIONS. 15 SCHOOLS AND OTHERS. ASSISTANCE TO CHILDREN IN NEED OF CLOTHING AND OTHER ESSENTIALS. OVER 200 SERVED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FURNISHED APPROXIMATELY 15 PUBLIC SCHOOLS WITH NEEDED SUPPLIES. ASSISTANCE TO OTHER NONPROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FURNISHED CLOTHES AND OTHER NECESSITIES TO CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05671
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05671
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05921
IRS990EZ/TotalProgramServiceExpensesAmt05921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038751
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt038751
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021581
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt038751
IRS990ScheduleA/TotalSupportAmt038751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 5,671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO RECEIVE PUBLIC FUNDS FOR THOSE IN NEED AND TO DISBURSE FUNDS TO OTHER EXEMPT ORGANIZATIONS. 15 SCHOOLS AND OTHERS. ASSISTANCE TO CHILDREN IN NEED OF CLOTHING AND OTHER ESSENTIALS. OVER 200 SERVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R JACK FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWAY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0621827022
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 625
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621099059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAINE THOMPSON & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 W FIRST NORTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRISTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037814
ReturnHeader/PreparerPersonGrp/PhoneNum04235867650
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINGER S ELMORE CPA
ReturnHeader/ReturnTs02023-11-15T08:21:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0R JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.