Civic Intelligence

Diane S Lake Charitable Trust Lake Diane S Ttee

EIN 77-6166455 • Bakersfield, CA

1200 Tam Oshanter DrBakersfield, CA 93309-2455
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Flat

$2,404

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$2,404

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $3 (-100%) from 2023

Expenses

Down

$0

Down $1,970 (-100%) from 2023

Net Income

Up

$0

Up $1,967 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $446,700Liabilities 2010: $0Net Assets 2010: $446,7002010Assets 2011: $759,046Liabilities 2011: $0Net Assets 2011: $759,0462011Assets 2012: $665,998Liabilities 2012: $0Net Assets 2012: $665,9982012Assets 2013: $537,663Liabilities 2013: $0Net Assets 2013: $537,6632013Assets 2014: $409,414Liabilities 2014: $0Net Assets 2014: $409,4142014Assets 2015: $254,943Liabilities 2015: $0Net Assets 2015: $254,9432015Assets 2016: $535,633Liabilities 2016: $0Net Assets 2016: $535,6332016Assets 2017: $481,776Liabilities 2017: $0Net Assets 2017: $481,7762017Assets 2018: $221,593Liabilities 2018: $0Net Assets 2018: $221,5932018Assets 2019: $152,723Liabilities 2019: $0Net Assets 2019: $152,7232019Assets 2020: $313,755Liabilities 2020: $5,526Net Assets 2020: $308,2292020Assets 2021: $88,200Liabilities 2021: $3,388Net Assets 2021: $84,8122021Assets 2022: $10,810Liabilities 2022: $6,439Net Assets 2022: $4,3712022Assets 2023: $2,404Liabilities 2023: $0Net Assets 2023: $2,4042023Assets 2024: $2,404Liabilities 2024: $0Net Assets 2024: $2,4042024

Highlighted filing

2024

Assets$2,404
Liabilities$0
Net Assets$2,404
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $881,9502010Expenses 2011: $698,6502011Expenses 2012: $1,094,1502012Revenue 2013: $1,001,317Expenses 2013: $1,129,652Net Income 2013: -$128,3352013Revenue 2014: $1,001,602Expenses 2014: $1,129,851Net Income 2014: -$128,2492014Revenue 2015: $1,001,839Expenses 2015: $1,156,310Net Income 2015: -$154,4712015Revenue 2016: $1,502,148Expenses 2016: $1,221,458Net Income 2016: $280,6902016Revenue 2017: $1,002,537Expenses 2017: $1,056,394Net Income 2017: -$53,8572017Revenue 2018: $503,470Expenses 2018: $763,653Net Income 2018: -$260,1832018Revenue 2019: $273,241Expenses 2019: $342,111Net Income 2019: -$68,8702019Revenue 2020: $262,807Expenses 2020: $107,301Net Income 2020: $155,5062020Revenue 2021: $22Expenses 2021: $223,439Net Income 2021: -$223,4172021Revenue 2022: $4Expenses 2022: $80,445Net Income 2022: -$80,4412022Revenue 2023: $3Expenses 2023: $1,970Net Income 2023: -$1,9672023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,404
Liabilities
$0
Net assets
$2,404
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.08$0.00$0.22$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.01$0.31$0.26$0.11$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.27$0.34$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.50$0.76$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.00$1.06$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.50$1.22$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$1.00$1.16$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.00$1.13$0.13
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.00$1.13$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.09
2011Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.70
2010Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE S LAKETrustee-$0--
CHRISTOPHER LAKETrustee-$0--
LOUIS J BARBICHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Diane S Lake Charitable Trust
EIN
77-6166455
Phone
6616339122
Address
1200 TAM OSHANTER DR, BAKERSFIELD, CA 93309-2455

Signing Officer

Name
Diane S Lake
Title
Trustee
Phone
6616339122
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Barbich Hooper King Dill Hoffman
Address
9801 CAMINO MEDIA STE 102, BAKERSFIELD, CA 93311
Preparer
Louis J Barbich
Phone
6616311171
Raw XML Appendix230 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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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02404
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
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IRS990PF/FMVAssetsEOYAmt02404
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02404
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02404
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTOPHER LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOUIS J BARBICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12117 HARWOOD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22005 NORWICH WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BAKERSFIELD
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S LAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06616339122
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANE S LAKE CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAKE DIANE S TTEE
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0776166455
ReturnHeader/Filer/PhoneNum06616339122
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 TAM OSHANTER DR
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0933092455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933215332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBICH HOOPER KING DILL HOFFMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09801 CAMINO MEDIA STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093311
ReturnHeader/PreparerPersonGrp/PhoneNum06616311171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J BARBICH
ReturnHeader/ReturnTs02025-11-12T12:49:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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