Civic Intelligence

Lakeside School Community Foundation

990EZ • Fiscal year 2018 • EIN 77-0053621

Jul 01, 2017 to Jun 30, 2018 • Filed on May 11, 2019

Organization ProfileN/A
19621 Black RoadLos Gatos, CA 95033

(408) 354-2372

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

6th percentile

-82%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$209,264

Down $89,392 (-30%) from 2017

Net Assets

Down

$209,264

Down $89,392 (-30%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$108,596

Down $40,093 (-27%) from 2017

Expenses

Up

$197,988

Up $117,861 (+147%) from 2017

Net Income

Down

-$89,392

Down $157,954 (-230%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$600K$400K$200K$0Assets 2011: $132,589Liabilities 2011: $02011Assets 2012: $114,350Liabilities 2012: $02012Assets 2013: $159,302Liabilities 2013: $02013Assets 2014: $167,554Liabilities 2014: $02014Assets 2015: $197,369Net Assets 2015: $197,3692015Assets 2016: $221,476Liabilities 2016: $02016Assets 2017: $298,656Net Assets 2017: $298,6562017Assets 2018: $209,264Net Assets 2018: $209,2642018Assets 2019: $246,910Liabilities 2019: $02019Assets 2020: $256,056Liabilities 2020: $02020Assets 2021: $355,468Net Assets 2021: $355,4682021Assets 2022: $406,025Net Assets 2022: $406,0252022Assets 2023: $455,126Liabilities 2023: $02023

Highlighted filing

2018

Assets$209,264
Liabilities-
Net Assets$209,264
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$200K$100K$0-$100KRevenue 2011: $52,523Expenses 2011: $17,817Net Income 2011: $34,7062011Revenue 2012: $90,769Expenses 2012: $109,008Net Income 2012: -$18,2392012Revenue 2013: $84,000Expenses 2013: $39,048Net Income 2013: $44,9522013Revenue 2014: $72,567Expenses 2014: $64,315Net Income 2014: $8,2522014Revenue 2015: $82,963Expenses 2015: $53,148Net Income 2015: $29,8152015Revenue 2016: $118,311Expenses 2016: $94,204Net Income 2016: $24,1072016Revenue 2017: $148,689Expenses 2017: $80,127Net Income 2017: $68,5622017Revenue 2018: $108,596Expenses 2018: $197,988Net Income 2018: -$89,3922018Revenue 2019: $83,514Expenses 2019: $45,868Net Income 2019: $37,6462019Revenue 2020: $88,491Expenses 2020: $79,345Net Income 2020: $9,1462020Revenue 2021: $183,899Expenses 2021: $84,487Net Income 2021: $99,4122021Revenue 2022: $147,874Expenses 2022: $97,317Net Income 2022: $50,5572022Revenue 2023: $155,053Expenses 2023: $105,952Net Income 2023: $49,1012023

Highlighted filing

2018

Revenue$108,596
Expenses$197,988
Net Income-$89,392
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 11, 2019
Return Version
2017v2.2
Gross Receipts
$141,652
Mission and Program Overview

Mission

The organization's primary exempt purpose is to raise funds to enhance the educational community at Lakeside Elementary School

Program Services

DescriptionGrantsExpenses
The organization donated monies and funded various programs that accomplished the education of school-age children at Lakeside Elementary School in the areas of Music, Art, Dance, Physical Education, etc. Also the organization funded equipment and facility improvements at the school.$4,852$192,377
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele ToussaintVice President-$0--
Desta PricePresident-$0--
Kate ManningSecretary-$0--
Charlene NorquistTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$73,619$30,798$8,367$22,431
Walkathon$21,837-$1,001-
Total Events$95,456$30,798$16,832$13,966
Filing and Contact Details

Filer

Filer Name
Lakeside School Community Foundation
EIN
77-0053621
Address
19621 Black Road, Los Gatos, CA 95033

Signing Officer

Name
Charlene Norquist
Title
Treasurer
Signed
2019-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Eric S Childs CPA
Address
250 North Santa Cruz Avenue, Los Gatos, CA 95030-7228
Preparer
Eric S Childs
Phone
4083952777
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Teacher Grants | Donee's Name: Teachers-Lakeside Joint School District | Donee's Address: 19621 Black Road Los Gatos CA 95033 | Relationship of Donee: None | Cash Amount Given: $13500”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Education Equipment, etc. | Donee's Name: Lakeside Joint School District | Donee's Address: 19621 Black Road Los Gatos CA 95033 | Relationship of Donee: None | Cash Amount Given: $22203”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: ADMINISTRATIVE GRANTS | Donee's Name: Lakeside Joint School District | Donee's Address: 19621 Black Road Los Gatos ca 95033 | Relationship of Donee: NONE | Cash Amount Given: $156674”

Other Expenses.1002

“Office Expenses $3019”

Other Expenses.1012

“Insurance $1783”

Other Expenses.1

“Sect of State Fee $50”

Raw XML Appendix172 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/PersonNm0Kristen Price
IRS990EZ/BooksInCareOfDetail/PhoneNum04083542372
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019621 Black Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Gatos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0298656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0209264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt084691
IRS990EZ/CostOfGoodsSoldAmt09981
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-89392
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0298656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0209264
IRS990EZ/FundraisingGrossIncomeAmt036917
IRS990EZ/GamingGrossIncomeAmt03272
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0192377
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06729
IRS990EZ/GrossReceiptsAmt0141652
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt016710
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt062
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0298656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0209264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0298656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0209264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michele Toussaint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Desta Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kate Manning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Charlene Norquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to raise funds to enhance the educational community at Lakeside Elementary School
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization donated monies and funded various programs that accomplished the education of school-age children at Lakeside Elementary School in the areas of Music, Art, Dance, Physical Education, etc. Also the organization funded equipment and facility improvements at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04852
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0192377
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023075
IRS990EZ/SpecialEventsNetIncomeLossAmt017114
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0197988
IRS990EZ/TotalProgramServiceExpensesAmt04852
IRS990EZ/TotalRevenueAmt0108596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0770269890
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0199018
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAKESIDE JOINT SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0199018
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt064658
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042821
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021837
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016832
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07464
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030798
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013966
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09368
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08367
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Teacher Grants | Donee's Name: Teachers-Lakeside Joint School District | Donee's Address: 19621 Black Road Los Gatos CA 95033 | Relationship of Donee: None | Cash Amount Given: $13500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Education Equipment, etc. | Donee's Name: Lakeside Joint School District | Donee's Address: 19621 Black Road Los Gatos CA 95033 | Relationship of Donee: None | Cash Amount Given: $22203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: ADMINISTRATIVE GRANTS | Donee's Name: Lakeside Joint School District | Donee's Address: 19621 Black Road Los Gatos ca 95033 | Relationship of Donee: NONE | Cash Amount Given: $156674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $3019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sect of State Fee $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlene Norquist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeside School Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0770053621
ReturnHeader/Filer/USAddress/AddressLine1Txt019621 Black Road
ReturnHeader/Filer/USAddress/CityNm0Los Gatos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770442791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric S Childs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 North Santa Cruz Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Gatos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950307228
ReturnHeader/PreparerPersonGrp/PhoneNum04083952777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric S Childs
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-13T16:16:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,264
Liabilities
-
Net assets
$209,264
Revenue
$108,596
Expenses
$197,988
Net income
-$89,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.55$0.00$1.55$1.06$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.06$4.06$1.48$0.97$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.55$3.55$1.84$0.84$0.99
2020Summary only. Only limited summary data is available for this year.$2.56$0.00$0.88$0.79$0.09
2019Summary only. Only limited summary data is available for this year.$2.47$0.00$0.84$0.46$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.09$2.09$1.09$1.98$0.89
2017Detailed filing. Detailed filing data is available for this year.$2.99$2.99$1.49$0.80$0.69
2016Summary only. Only limited summary data is available for this year.$2.21$0.00$1.18$0.94$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.83$0.53$0.30
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$0.73$0.64$0.08
2013Summary only. Only limited summary data is available for this year.$1.59$0.00$0.84$0.39$0.45
2012Summary only. Only limited summary data is available for this year.$1.14$0.00$0.91$1.09$0.18
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$0.53$0.18$0.35