Civic Intelligence

Lakeland Sharing Foundation Inc.

990EZ • Fiscal year 2017 • EIN 71-0889802

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 11, 2018

PO Box 1536Woodruff, WI 54568

(715) 277-3434

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$256,482

Up $13,010 (+5.3%) from 2016

Net Assets

Up

$256,482

Up $13,010 (+5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$63,327

Down $17,780 (-22%) from 2016

Expenses

Down

$50,317

Down $1,946 (-3.7%) from 2016

Net Income

Down

$13,010

Down $15,834 (-55%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $172,668Liabilities 2012: $0Net Assets 2012: $172,6682012Assets 2013: $185,013Liabilities 2013: $0Net Assets 2013: $185,0132013Assets 2014: $182,734Liabilities 2014: $0Net Assets 2014: $182,7342014Assets 2015: $214,628Liabilities 2015: $0Net Assets 2015: $214,6282015Assets 2016: $243,472Liabilities 2016: $0Net Assets 2016: $243,4722016Assets 2017: $256,482Liabilities 2017: $0Net Assets 2017: $256,4822017Assets 2018: $266,111Liabilities 2018: $0Net Assets 2018: $266,1112018Assets 2019: $266,638Liabilities 2019: $0Net Assets 2019: $266,6382019

Highlighted filing

2017

Assets$256,482
Liabilities$0
Net Assets$256,482

Operations Trend

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

$100K$50K$0-$50KExpenses 2012: $57,3702012Revenue 2013: $58,358Expenses 2013: $46,013Net Income 2013: $12,3452013Revenue 2014: $51,760Expenses 2014: $54,039Net Income 2014: -$2,2792014Revenue 2015: $86,997Expenses 2015: $55,103Net Income 2015: $31,8942015Revenue 2016: $81,107Expenses 2016: $52,263Net Income 2016: $28,8442016Revenue 2017: $63,327Expenses 2017: $50,317Net Income 2017: $13,0102017Revenue 2018: $62,434Expenses 2018: $52,805Net Income 2018: $9,6292018Revenue 2019: $24,786Expenses 2019: $24,259Net Income 2019: $5272019

Highlighted filing

2017

Revenue$63,327
Expenses$50,317
Net Income$13,010
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$63,327
Mission and Program Overview

Mission

The organization raises funds through various events and through general public donations and then uses these funds to provide food, clothing, toys and school supplies to local area residents and children.

Provide school supplies, books, toys, hats & mittens to area children in need

Program Services

DescriptionGrantsExpenses
TOYS, BOOKS, HATS & MITTENS ARE PROVIDED TO LOCAL AREA CHILDREN IN NEED AT CHRISTMAS TIME$1,000$35,921
NEW BACKPACKS ARE STUFFED WITH NEW SCHOOL SUPPLIES AND DISTRIBUTED TO LOCAL AREA CHILDREN IN NEED AT THE START OF THE SCHOOL YEAR-$11,262
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA OTTOSONPresident-$0--
PAT CIRESEVice President-$0--
JOCELYN SEELIGERTreasurer-$0--
JEN SAVELDirector-$0--
RACHEL KROENINGDirector-$0--
PAM CALDWELLDirector-$0--
CATHY GELINASDirector-$0--
GINNY KOPPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lakeland Sharing Foundation Inc
EIN
71-0889802
Phone
7152773434
Address
PO BOX 1536, WOODRUFF, WI 54568

Signing Officer

Name
Jocelyn Seeliger
Title
Treasurer
Phone
7152773434
Signed
2018-01-11

Preparer

Firm
Peterson Metz Ltd
Address
9531 Townline Rd, MINOCQUA, WI 54548
Preparer
Jocelyn K Seeliger
Phone
7153584004
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Cost of donated goods 45373.

Form 990EZ, Part I, Line 16

LICENSES/PERMITS 64.

Form 990EZ, Part I, Line 16

DUES 100.

Form 990EZ, Part I, Line 16

INSURANCE 2249.

Form 990EZ, Part I, Line 16

TELEPHONE 166.

Form 990EZ, Part I, Line 16

SUPPLIES 1078.

Form 990EZ, Part I, Line 16

WEBSITE EXPENSES 126.

Form 990EZ, Part II, Line 24

INVENTORY 17588. 17793.

Raw XML Appendix207 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOCELYN SEELIGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07156149298
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08152 BO DI LAC DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINOCQUA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0225884
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA OTTOSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT CIRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOCELYN SEELIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN SAVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL KROENING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHY GELINAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GINNY KOPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017588
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017793
IRS990EZ/OtherExpensesTotalAmt049156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOOL SUPPLIES, BOOKS, TOYS, HATS & MITTENS TO AREA CHILDREN IN NEED
IRS990EZ/PrintingPublicationsPostageAmt01016
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TOYS, BOOKS, HATS & MITTENS ARE PROVIDED TO LOCAL AREA CHILDREN IN NEED AT CHRISTMAS TIME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEW BACKPACKS ARE STUFFED WITH NEW SCHOOL SUPPLIES AND DISTRIBUTED TO LOCAL AREA CHILDREN IN NEED AT THE START OF THE SCHOOL YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035921
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111262
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050317
IRS990EZ/TotalProgramServiceExpensesAmt047183
IRS990EZ/TotalRevenueAmt063327
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKELANDSHARING.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt086531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055531
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02827
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0853
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05196
IRS990ScheduleA/InvestmentIncomeCYPct00.01520
IRS990ScheduleA/InvestmentIncomePYPct00.01790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.75800
IRS990ScheduleA/PublicSupportPY509Pct00.74080
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0258895
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt012500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt017500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt027458
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt07500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt077458
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt012500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt017500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt027458
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt07500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt077458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062474
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055531
IRS990ScheduleA/Total509Grp/TotalAmt0336353
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341549
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/ExplanationTxt0COST OF DONATED GOODS 45373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSES/PERMITS 64.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 2249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE 166.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES 1078.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE EXPENSES 126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVENTORY 17588. 17793.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN SEELIGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07152773434
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND SHARING FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0710889802
ReturnHeader/Filer/PhoneNum07152773434
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1536
ReturnHeader/Filer/USAddress/CityNm0WOODRUFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054568
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B11B5A5369B6E42D4C552AD9EE53F295725C9F8D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BF20FC4EA250831DE52B4547740EF7F8EF7654C7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.105.195.155
ReturnHeader/FilingSecurityInformation/IPDt02018-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:57:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON METZ LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09531 Townline Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINOCQUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054548
ReturnHeader/PreparerPersonGrp/PhoneNum07153584004
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOCELYN K SEELIGER
ReturnHeader/ReturnTs02018-01-15T08:57:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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