Civic Intelligence

Lakeside School Community Foundation

990EZ • Fiscal year 2023 • EIN 77-0053621

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

4.9%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$455,126

Flat from 2023

Net Assets

$455,126

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Flat

$155,053

Flat from 2023

Expenses

Flat

$105,952

Flat from 2023

Net Income

Flat

$49,101

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th 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: $455,126Net Assets 2023: $455,1262023Assets 2023: $455,126Liabilities 2023: $02023

Highlighted filing

2023

Assets$455,126
Liabilities-
Net Assets$455,126
Open 2023 Filing

Operations Trend

Revenue Growth50th 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: $49,1012023Revenue 2023: $155,053Expenses 2023: $105,952Net Income 2023: $49,1012023

Highlighted filing

2023

Revenue$155,053
Expenses$105,952
Net Income$49,101
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$168,283
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
The organization funded various programs that accomplished the education of school-age children at Lakeside Elementary School.-$105,952
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary SlaughterTreasurerPT$0--
Emmett DalyPresidentPT$0--
Hila ProppVice PresidentPT$0--
Dara GoodheartMemberPT$0--
Astrid AtkinsonSecretaryPT$0--
Lauren QuiliciMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$62,124$62,124$1,232$60,892
Other$31,178$31,178$4,330$26,848
Total Events$128,880$128,880$13,230$115,650
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
Mary Slaughter
Title
Treasurer
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Reliance
Address
2033 GATEWAY PLACE FIFTH FLOOR, SAN JOSE, CA 95110
Preparer
Donald Shrank
Phone
4085736074
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $7701”

Other Expenses.1002

“Office Expenses $7651”

Other Expenses.1012

“Insurance $3025”

Other Expenses.1

“Assembly/Speaker $1050”

Other Expenses.2

“Auction $324”

Other Expenses.4

“Licenses/Permits $135”

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dara Goodheart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Astrid Atkinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lauren Quilici
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019886
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organizations's primary exempt purpose is to raise funds to enhance the educational community at Lakeside Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0173
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization funded various programs that accomplished the education of school-age children at Lakeside Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105952
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0true
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013230
IRS990EZ/SpecialEventsNetIncomeLossAmt0115650
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0105952
IRS990EZ/TotalProgramServiceExpensesAmt0105952
IRS990EZ/TotalRevenueAmt0155053
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0770269890
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Lakeside Joint School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013230
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05964
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0128880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0128880
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0115650
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01704
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07266
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01232
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04330
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $7701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $7651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Assembly/Speaker $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Auction $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses/Permits $135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Slaughter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474845843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02033 GATEWAY PLACE FIFTH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095110
ReturnHeader/PreparerPersonGrp/PhoneNum04085736074
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald Shrank
ReturnHeader/ReturnTs02024-05-02T18:35:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Slaughter
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,126
Liabilities
-
Net assets
$455,126
Revenue
$155,053
Expenses
$105,952
Net income
$49,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.55$4.55$1.55$1.06$0.49
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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