Civic Intelligence

Robert E Lake Foundation

990PF • Fiscal year 2021 • EIN 64-6024049

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 31, 2021

Organization Profile
PO Box 23100Jackson, MS 39225-3100

(601) 790-8158

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.03x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

77th percentile

37%

Higher net margin than 77% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$6,288

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

39th percentile

2.6%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

104%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$754,397

Up $19,405 (+2.6%) from 2020

Net Assets

$752,986

No earlier filing loaded for comparison.

Liabilities

Up

$1,411

Up $684 (+94%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

Up

$50,035

Up $25,509 (+104%) from 2020

Expenses

Down

$31,307

Down $7,361 (-19%) from 2020

Net Income

Up

$18,728

Up $32,870 (+232%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2012: $746,298Liabilities 2012: $4172012Assets 2013: $794,129Liabilities 2013: $1,8142013Assets 2014: $793,639Liabilities 2014: $4722014Assets 2015: $833,227Liabilities 2015: $1,1302015Assets 2016: $785,965Liabilities 2016: $4332016Assets 2020: $734,992Liabilities 2020: $7272020Assets 2021: $754,397Liabilities 2021: $1,411Net Assets 2021: $752,9862021Assets 2022: $737,802Liabilities 2022: $727Net Assets 2022: $737,0752022Assets 2023: $712,392Liabilities 2023: $717Net Assets 2023: $711,6752023Assets 2024: $726,784Liabilities 2024: $1,189Net Assets 2024: $725,5952024Assets 2025: $744,586Liabilities 2025: $1,332Net Assets 2025: $743,2542025

Highlighted filing

2021

Assets$754,397
Liabilities$1,411
Net Assets$752,986
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0-$50KRevenue 2012: $28,902Expenses 2012: $48,312Net Income 2012: -$19,4102012Revenue 2013: $92,973Expenses 2013: $46,539Net Income 2013: $46,4342013Revenue 2014: $49,332Expenses 2014: $48,480Net Income 2014: $8522014Revenue 2015: $89,493Expenses 2015: $50,563Net Income 2015: $38,9302015Revenue 2016: $3,136Expenses 2016: $49,701Net Income 2016: -$46,5652016Revenue 2020: $24,526Expenses 2020: $38,668Net Income 2020: -$14,1422020Revenue 2021: $50,035Expenses 2021: $31,307Net Income 2021: $18,7282021Revenue 2022: $31,438Expenses 2022: $47,347Net Income 2022: -$15,9092022Revenue 2023: $20,023Expenses 2023: $45,423Net Income 2023: -$25,4002023Revenue 2024: $53,113Expenses 2024: $39,193Net Income 2024: $13,9202024Revenue 2025: $70,957Expenses 2025: $53,298Net Income 2025: $17,6592025

Highlighted filing

2021

Revenue$50,035
Expenses$31,307
Net Income$18,728
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 31, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS TRUST DEPTTrustee-$6,288-$6,288
Filing and Contact Details

Filer

Filer Name
Robert E Lake Foundation
EIN
64-6024049
Phone
6017908158
Address
PO BOX 23100, JACKSON, MS 39225-3100

Signing Officer

Name
Matthew West
Title
Trustee
Phone
6017908158
Signed
2021-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Matthews Cutrer & Lindsay Pa
Address
599 C STEED RD, RIDGELAND, MS 39157
Preparer
Judy W Shannon CPA
Phone
6018988875
Raw XML Appendix314 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0392253100
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06017908158
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDES NEEDY SCHOOL CHILDREN OF JACKSON, MS WITH CLOTHING, BOOKS, AND OTHER NECESSITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt024420
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt034867
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0PROVIDES CLOTHES FOR UNDERPRIVILEGED CHILDREN OF JACKSON MS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0RV POWERS AND RELAKE OPERATING FUND MRS JUANITA WALKER EXEC SEC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0311 CLINTON BLVD SUITE E BUFKIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt0BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd039056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDES CLOTHES FOR UNDERPRIVILEGED CHILDREN OF JACKSON MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RV POWERS AND RELAKE OPERATING FUND MRS JUANITA WALKER EXEC SEC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0311 CLINTON BLVD SUITE E BUFKIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt034867
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024420
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0599
TaxesSchedule/TaxesDetail/Amt0599
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0599
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06017908158
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E LAKE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REGIONS BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0646024049
ReturnHeader/Filer/PhoneNum06017908158
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23100
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0392253100
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640897081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS CUTRER & LINDSAY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0599 C STEED RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06018988875
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY W SHANNON CPA
ReturnHeader/ReturnTs02021-11-05T08:10:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEST
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$754,397
Liabilities
$1,411
Net assets
$752,986
Revenue
$50,035
Expenses
$31,307
Net income
$18,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.45$0.01$7.43$0.71$0.53$0.18
2024Detailed filing. Detailed filing data is available for this year.$7.27$0.01$7.26$0.53$0.39$0.14
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.01$7.12$0.20$0.45$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.38$0.01$7.37$0.31$0.47$0.16
2021Detailed filing. Detailed filing data is available for this year.$7.54$0.01$7.53$0.50$0.31$0.19
2020Summary only. Only limited summary data is available for this year.$7.35$0.01$0.25$0.39$0.14
2016Summary only. Only limited summary data is available for this year.$7.86$0.00$0.03$0.50$0.47
2015Summary only. Only limited summary data is available for this year.$8.33$0.01$0.89$0.51$0.39
2014Summary only. Only limited summary data is available for this year.$7.94$0.00$0.49$0.48$0.01
2013Summary only. Only limited summary data is available for this year.$7.94$0.02$0.93$0.47$0.46
2012Summary only. Only limited summary data is available for this year.$7.46$0.00$0.29$0.48$0.19