Civic Intelligence

Robert E Lake Foundation

990PF • Fiscal year 2022 • EIN 64-6024049

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

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

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.02x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$6,520

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

41st percentile

-2.2%

Faster asset growth than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-37%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$737,802

Down $16,595 (-2.2%) from 2021

Net Assets

Down

$737,075

Down $15,911 (-2.1%) from 2021

Liabilities

Down

$727

Down $684 (-48%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$31,438

Down $18,597 (-37%) from 2021

Expenses

Up

$47,347

Up $16,040 (+51%) from 2021

Net Income

Down

-$15,909

Down $34,637 (-185%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$737,802
Liabilities$727
Net Assets$737,075
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$31,438
Expenses$47,347
Net Income-$15,909
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS TRUST DEPTTrustee-$6,520-$6,520
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
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Matthews Cutrer & Lindsay Pa
Address
1020 HIGHLAND COLONY PKWY 500, RIDGELAND, MS 39157
Preparer
Judy W Shannon CPA
Phone
6018988875
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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/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 23100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MS
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/Expenses1Amt034865
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034865
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDES CLOTHES FOR UNDERPRIVILEGED CHILDREN OF JACKSON MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RV POWERS AND RELAKE OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01020 HIGHLAND COLONY PARKWAY SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RIDGELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039157
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034865
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
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0895
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0895
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0895
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0567
TaxesSchedule/TaxesDetail/Amt0567
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0567
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06017908158
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E LAKE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O REGIONS BANK
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/AddressLine1Txt01020 HIGHLAND COLONY PKWY 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039157
ReturnHeader/PreparerPersonGrp/PhoneNum06018988875
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY W SHANNON CPA
ReturnHeader/ReturnTs02023-02-13T10:40:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEST
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$737,802
Liabilities
$727
Net assets
$737,075
Revenue
$31,438
Expenses
$47,347
Net income
-$15,909
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