Civic Intelligence

Lake Forest Prop Owners Assoc Lake Forest Maring

990 • Fiscal year 2020 • EIN 63-0787921

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileN/A

View Organization Page

1 Golf TerraceDaphne, AL 36526

(251) 626-0788

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.15x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.22x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

12%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-11%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$4,907,964

Up $522,907 (+12%) from 2019

Net Assets

Up

$4,179,888

Up $590,886 (+16%) from 2019

Liabilities

Down

$728,076

Down $67,979 (-8.5%) from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin78th percentile

Revenue

Down

$3,325,522

Down $424,233 (-11%) from 2019

Expenses

Down

$2,734,636

Down $421,782 (-13%) from 2019

Net Income

Down

$590,886

Down $2,451 (-0.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,348,173Liabilities 2011: $1,073,123Net Assets 2011: $1,275,0502011Assets 2012: $2,270,123Liabilities 2012: $980,658Net Assets 2012: $1,289,4652012Assets 2013: $2,646,180Liabilities 2013: $553,539Net Assets 2013: $2,092,6412013Assets 2014: $2,583,043Liabilities 2014: $554,741Net Assets 2014: $2,028,3022014Assets 2015: $2,544,175Liabilities 2015: $512,442Net Assets 2015: $2,031,7332015Assets 2016: $2,958,388Liabilities 2016: $589,606Net Assets 2016: $2,368,7822016Assets 2017: $3,496,946Liabilities 2017: $610,808Net Assets 2017: $2,886,1382017Assets 2018: $3,849,789Liabilities 2018: $854,124Net Assets 2018: $2,995,6652018Assets 2019: $4,385,057Liabilities 2019: $796,055Net Assets 2019: $3,589,0022019Assets 2020: $4,907,964Liabilities 2020: $728,076Net Assets 2020: $4,179,8882020Assets 2021: $5,004,953Liabilities 2021: $677,444Net Assets 2021: $4,327,5092021Assets 2022: $5,576,238Liabilities 2022: $1,154,661Net Assets 2022: $4,421,5772022Assets 2023: $5,662,152Liabilities 2023: $1,107,412Net Assets 2023: $4,554,7402023

Highlighted filing

2020

Assets$4,907,964
Liabilities$728,076
Net Assets$4,179,888
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,876,737Expenses 2011: $2,962,960Net Income 2011: -$86,2232011Revenue 2012: $2,877,492Expenses 2012: $2,850,575Net Income 2012: $26,9172012Revenue 2013: $4,042,483Expenses 2013: $3,239,307Net Income 2013: $803,1762013Revenue 2014: $2,881,112Expenses 2014: $2,945,451Net Income 2014: -$64,3392014Revenue 2015: $2,898,379Expenses 2015: $2,894,948Net Income 2015: $3,4312015Revenue 2016: $3,330,315Expenses 2016: $3,008,028Net Income 2016: $322,2872016Revenue 2017: $3,526,031Expenses 2017: $3,008,675Net Income 2017: $517,3562017Revenue 2018: $3,333,360Expenses 2018: $3,033,177Net Income 2018: $300,1832018Revenue 2019: $3,749,755Expenses 2019: $3,156,418Net Income 2019: $593,3372019Revenue 2020: $3,325,522Expenses 2020: $2,734,636Net Income 2020: $590,8862020Revenue 2021: $3,380,407Expenses 2021: $3,232,786Net Income 2021: $147,6212021Revenue 2022: $3,490,751Expenses 2022: $3,399,670Net Income 2022: $91,0812022Revenue 2023: $3,271,019Expenses 2023: $3,127,266Net Income 2023: $143,7532023

Highlighted filing

2020

Revenue$3,325,522
Expenses$2,734,636
Net Income$590,886
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$3,325,522
Mission and Program Overview

Mission

The association's primary purpose is to devote itself to the improvement and civic betterment of the lake forest development in baldwin county, alabama

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,407,129$2,767,276▲ $360,147
Cash and Non-Interest-Bearing Accounts$1,206,260$1,087,194▼ $119,066
Accounts Receivable$625,509$892,156▲ $266,647
Inventories for Sale or Use$102,927$95,623▼ $7,304
Prepaid Expenses and Deferred Charges$43,232$65,715▲ $22,483
Total Assets$4,385,057$4,907,964▲ $522,907
Liabilities
Deferred Revenue$472,941$462,268▼ $10,673
Accounts Payable and Accrued Expenses$152,042$138,900▼ $13,142
Other Liabilities$151,688$105,766▼ $45,922
Unsecured Notes Loans Payable$19,384$21,142▲ $1,758
Total Liabilities$796,055$728,076▼ $67,979
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,589,002$4,179,888▲ $590,886
Total Net Assets Fund Balance$3,589,002$4,179,888▲ $590,886
Total Liabilities and Net Assets / Fund Balance$4,385,057$4,907,964▲ $522,907

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,675,852-$5,675,852
Land$783,275-$783,275
Buildings$455,130-$455,130
Other Land Buildings$-4,146,981$4,146,981-
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Mike MorganPresident
Ed KirbyMember
Mark BoylesMember
David DueittSecretary
John LakeSecretary
Mary Ann HamptonTreasurer
Victoria PhelpsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,318,831
Investment Income
$6,691
Other Revenue
$0
Change in Net Assets
$590,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,814,451
Salaries, Compensation, and Employee Benefits$920,185
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$759,294--$759,294
Fees for Services Management$264,600--$264,600
All Other Expenses$143,163$93,323-$236,486
Depreciation Depletion$217,525--$217,525
Other Employee Benefits$160,891--$160,891
Other Expenses$136,640$145,269-$136,640
Office Expenses-$127,917-$127,917
Fees for Services Legal-$123,558-$123,558
Insurance-$121,709-$121,709
Advertising$14,732--$14,732
Interest$9,345--$9,345
Fees for Services Accounting-$9,100-$9,100
Total Functional Expenses$2,113,760$620,876$0$2,734,636
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Leases Payable$92,158
Builders Damage Deposits$11,245
Ad Valorem Tax Payable$2,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The association consists of two classes of members. The first class is full voting members. They may vote for the election of directors and upon all matters which require a vote of the membership. The second class is associate members. They may vote for the election of directors and upon all other matters concerning the country club and golf course which require a vote of the membership, but no other matters.”

Form 990, Page 6, Part VI, Line 7A

“The association consists of two classes of members. The first class is full voting members. They may vote for the election of directors and upon all matters which require a vote of the membership. The second class is associate members. They may vote for the election of directors and upon all other matters concerning the country club and golf course which require a vote of the membership, but no other matters.”

Form 990, Page 6, Part VI, Line 7B

“The association consists of two classes of members. The first class is full voting members. They may vote for the election of directors and upon all matters which require a vote of the membership. The second class is associate members. They may vote for the election of directors and upon all other matters concerning the country club and golf course which require a vote of the membership, but no other matters.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The association has form 990 and 990-t on file at the association's office. The form is available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
LAKE FOREST PROPERTY OWNERS'
EIN
63-0787921
Phone
2516260788
Address
1 GOLF TERRACE, DAPHNE, AL 36526

Signing Officer

Name
Brian Barker
Title
General Manager
Phone
2516260788
Signed
2021-11-10

Organization Details

Principal Officer
Brian Barker
Formed
1971
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
7
Employees
61

Preparer

Firm
Robertson Andreoli & Covington Pc
Address
100 HAND AVE, BAY MINETTE, AL 36507-4825
Preparer
Michael R Andreoli
Phone
2519375561
Raw XML Appendix344 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BUILDERS DAMAGE DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2AD VALOREM TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02767276
IRS990ScheduleD/TotalLiabilityAmt0105766
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION CONSISTS OF TWO CLASSES OF MEMBERS. THE FIRST CLASS IS FULL VOTING MEMBERS. THEY MAY VOTE FOR THE ELECTION OF DIRECTORS AND UPON ALL MATTERS WHICH REQUIRE A VOTE OF THE MEMBERSHIP. THE SECOND CLASS IS ASSOCIATE MEMBERS. THEY MAY VOTE FOR THE ELECTION OF DIRECTORS AND UPON ALL OTHER MATTERS CONCERNING THE COUNTRY CLUB AND GOLF COURSE WHICH REQUIRE A VOTE OF THE MEMBERSHIP, BUT NO OTHER MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION CONSISTS OF TWO CLASSES OF MEMBERS. THE FIRST CLASS IS FULL VOTING MEMBERS. THEY MAY VOTE FOR THE ELECTION OF DIRECTORS AND UPON ALL MATTERS WHICH REQUIRE A VOTE OF THE MEMBERSHIP. THE SECOND CLASS IS ASSOCIATE MEMBERS. THEY MAY VOTE FOR THE ELECTION OF DIRECTORS AND UPON ALL OTHER MATTERS CONCERNING THE COUNTRY CLUB AND GOLF COURSE WHICH REQUIRE A VOTE OF THE MEMBERSHIP, BUT NO OTHER MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION CONSISTS OF TWO CLASSES OF MEMBERS. THE FIRST CLASS IS FULL VOTING MEMBERS. THEY MAY VOTE FOR THE ELECTION OF DIRECTORS AND UPON ALL MATTERS WHICH REQUIRE A VOTE OF THE MEMBERSHIP. THE SECOND CLASS IS ASSOCIATE MEMBERS. THEY MAY VOTE FOR THE ELECTION OF DIRECTORS AND UPON ALL OTHER MATTERS CONCERNING THE COUNTRY CLUB AND GOLF COURSE WHICH REQUIRE A VOTE OF THE MEMBERSHIP, BUT NO OTHER MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION HAS FORM 990 AND 990-T ON FILE AT THE ASSOCIATION'S OFFICE. THE FORM IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04385057
IRS990/TotalAssetsEOYAmt04907964
IRS990/TotalAssetsGrp/BOYAmt04385057
IRS990/TotalAssetsGrp/EOYAmt04907964
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt061
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0620876
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02113760
IRS990/TotalFunctionalExpensesGrp/TotalAmt02734636
IRS990/TotalGrossUBIAmt0143755
IRS990/TotalLiabilitiesBOYAmt0796055
IRS990/TotalLiabilitiesEOYAmt0728076
IRS990/TotalLiabilitiesGrp/BOYAmt0796055
IRS990/TotalLiabilitiesGrp/EOYAmt0728076
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03589002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04179888
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt012101
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt012101
IRS990/TotalProgramServiceExpensesAmt02113760
IRS990/TotalProgramServiceRevenueAmt03318831
IRS990/TotalRevenueGrp/ExclusionAmt06691
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03175076
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03325522
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0143755
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04385057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04907964
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt019384
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt021142
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02516260788
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST PROPERTY OWNERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0630787921
ReturnHeader/Filer/PhoneNum02516260788
ReturnHeader/Filer/USAddress/AddressLine1Txt01 GOLF TERRACE
ReturnHeader/Filer/USAddress/CityNm0DAPHNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631238802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTSON ANDREOLI & COVINGTON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 HAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAY MINETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365074825
ReturnHeader/PreparerPersonGrp/PhoneNum02519375561
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R ANDREOLI
ReturnHeader/ReturnTs02021-11-10T13:32:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,907,964
Liabilities
$728,076
Net assets
$4,179,888
Revenue
$3,325,522
Expenses
$2,734,636
Net income
$590,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$1.11$4.55$3.27$3.13$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.58$1.15$4.42$3.49$3.40$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.00$0.68$4.33$3.38$3.23$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.91$0.73$4.18$3.33$2.73$0.59
2019Summary only. Only limited summary data is available for this year.$4.39$0.80$3.59$3.75$3.16$0.59
2018Detailed filing. Detailed filing data is available for this year.$3.85$0.85$3.00$3.33$3.03$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.61$2.89$3.53$3.01$0.52
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.59$2.37$3.33$3.01$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.51$2.03$2.90$2.89$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.55$2.03$2.88$2.95$0.06
2013Summary only. Only limited summary data is available for this year.$2.65$0.55$2.09$4.04$3.24$0.80
2012Summary only. Only limited summary data is available for this year.$2.27$0.98$1.29$2.88$2.85$0.03
2011Summary only. Only limited summary data is available for this year.$2.35$1.07$1.28$2.88$2.96$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • $1M-$5M nonprofits