Civic Intelligence

Lakeway Foundation Inc.

990EZ • Fiscal year 2014 • EIN 62-1827022

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization ProfileN/A
P O Box 625Morristown, TN 37815

(423) 581-5630

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

2nd percentile

-95%

Faster asset growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$954

Down $18,706 (-95%) from 2013

Net Assets

Down

$954

Down $18,706 (-95%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$50,720

Up $9,551 (+23%) from 2013

Expenses

Up

$75,093

Up $33,581 (+81%) from 2013

Net Income

Down

-$24,373

Down $24,030 (-7006%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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

2014

Assets$954
Liabilities-
Net Assets$954
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$50,720
Expenses$75,093
Net Income-$24,373
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Gross Receipts
$50,720
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 220 CHILDREN WITH CLOTHES AND OTHER NECESSITIES.$51,563$51,563
FURNISHED APPROXIMATELY 15 PUBLIC SCHOOLS WITH NEEDED SUPPLIES.$22,946$22,946
OTHER EXPENSES-$584
Compensation and Service Providers
Top Officer Pay74th 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
2015-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Craine Thompson & Jones Pc
Address
225 W FIRST NORTH ST, MORRISTOWN, TN 37814
Preparer
Rodney Wisecarver
Phone
4235867650
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“22,946 0 0 51,563 0 0”

Form 990-ez, Part I, Line 16

“Expenses printing 584 total 584”

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.”

Form 990-ez, Part III, Line 31

“OTHER EXPENSES”

Raw XML Appendix136 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/BOYAmt025327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050720
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24373
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0954
IRS990EZ/GrantsAndSimilarAmountsPaidAmt074509
IRS990EZ/GrossReceiptsAmt050720
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0954
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/OtherExpensesTotalAmt0584
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FURNISHED APPROXIMATELY 220 CHILDREN WITH CLOTHES AND OTHER NECESSITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022946
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt151563
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt151563
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2584
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075093
IRS990EZ/TotalProgramServiceExpensesAmt075093
IRS990EZ/TotalRevenueAmt050720
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0219079
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0219079
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047714
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0219079
IRS990ScheduleA/TotalSupportAmt0219079
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/ExplanationTxt022,946 0 0 51,563 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PRINTING 584 TOTAL 584
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/ExplanationTxt3OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R JACK FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
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/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/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY WISECARVER
ReturnHeader/ReturnTs02015-05-05T11:13:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$954
Liabilities
-
Net assets
$954
Revenue
$50,720
Expenses
$75,093
Net income
-$24,373
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