Civic Intelligence

Lakewood Group Homes

EIN 91-1070926 • 501(c)3 • Tacoma, WA

Profile

To provide and operate a house for developmentally disabled persons under the national housing act.

4202 South 64th StreetTacoma, WA 98409

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

1.87x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

4.46x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

8th percentile

-119%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$0

Down $124,037 (-100%) from 2014

Liabilities

Down

$0

Down $232,187 (-100%) from 2014

Net Assets

Up

$0

Up $108,150 (+100%) from 2014

Revenue

Up

$164,079

Up $112,060 (+215%) from 2014

Expenses

Down

$55,929

Down $57,734 (-51%) from 2014

Net Income

Up

$108,150

Up $169,794 (+275%) from 2014

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0-$100K-$200KAssets 2010: $205,354Liabilities 2010: $192,510Net Assets 2010: $12,8442010Assets 2011: $159,950Liabilities 2011: $167,861Net Assets 2011: -$7,9112011Assets 2012: $121,975Liabilities 2012: $151,850Net Assets 2012: -$29,8752012Assets 2013: $98,370Liabilities 2013: $144,876Net Assets 2013: -$46,5062013Assets 2014: $124,037Liabilities 2014: $232,187Net Assets 2014: -$108,1502014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $485,711Expenses 2010: $551,262Net Income 2010: -$65,5512010Revenue 2011: $294,766Expenses 2011: $314,642Net Income 2011: -$19,8762011Revenue 2012: $41,392Expenses 2012: $63,356Net Income 2012: -$21,9642012Revenue 2013: $42,739Expenses 2013: $53,859Net Income 2013: -$11,1202013Revenue 2014: $52,019Expenses 2014: $113,663Net Income 2014: -$61,6442014Revenue 2015: $164,079Expenses 2015: $55,929Net Income 2015: $108,1502015

Highlighted filing

2015

Revenue$164,079
Expenses$55,929
Net Income$108,150

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$282,516
Mission and Program Overview

Mission

Group home for developmentally delayed persons

To provide and operate a house for developmentally disabled persons under the national housing act.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$78,909$0▼ $78,909
Cash and Non-Interest-Bearing Accounts$35,828$0▼ $35,828
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$124,037$0▼ $124,037
Other Assets Total$9,300$0▼ $9,300
Liabilities
Other Liabilities$231,995$0▼ $231,995
Accounts Payable and Accrued Expenses$192--
Total Liabilities$232,187$0▼ $232,187
Net Assets / Fund Balance
Unrestricted Net Assets$-108,150$0▲ $108,150
Total Net Assets Fund Balance$-108,150$0▲ $108,150
Total Liabilities and Net Assets / Fund Balance$124,037$0▼ $124,037
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda CumberbatchAdministratorPT$14,100$14,100

Board Members and Trustees

NameTitle
Gloria GrubertPresident
Patricia HutchinsonDirector
Sue JonesDirector
Mildred BondSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$12,930
Program Service Revenue
$39,578
Investment Income
$111,571
Other Revenue
$0
Change in Net Assets
$108,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,829
Salaries, Compensation, and Employee Benefits$14,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$4,721$14,165-$18,886
Current Officers, Directors, Trustees, and Key Employees$12,690$1,410-$14,100
Depreciation Depletion$5,711$635-$6,346
Office Expenses$1,210$134-$1,344
Travel$382--$382
Other Expenses$140$15-$155
Total Functional Expenses$38,099$17,830$0$55,929
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees authorized to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

Copies of the form 990 are provided to all board members at the first board meeting following the completion of the form. Board members review and discuss the form 990 at the board meeting.

Form 990, Part VI, Section B, Line 12C

Board members are required to report any possible conflicts of interest at the first board meeting following the recognition of the conflict. Board members not involved in the conflict will discuss and determine the resolution to the conflict.

Form 990, Part VI, Section B, Line 15A

The administrator's salary is determined based on the amount budgeted in the state's budget for the year.

Form 990, Part VI, Section C, Line 19

Copies of the financial statements, governing documents, and conflict of interest policy are provided to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lakewood Group Homes
EIN
91-1070926
Phone
2538825943
Address
4202 SOUTH 64TH STREET, TACOMA, WA 98409

Signing Officer

Name
Gloria Grubert
Title
President
Phone
2534735769
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria Grubert
Formed
1979
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Dp&c
Address
PO BOX 1614, TACOMA, WA 98401-1614
Preparer
Terrence G Cronk CPA
Phone
2535729922
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0LAKEWOOD GROUP HOMES SOLD 100% OF ITS INTEREST IN REAL PROPERTY TO AN UNRELATED ORGANIZATION.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0TAHOMA HOUSE INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-11-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0472620326
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0230000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0CORPORATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ASSUMED $230,000 OF OBLIGATIONS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01545 TACOMA AVE S
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0TACOMA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd098402
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE FORM 990 ARE PROVIDED TO ALL BOARD MEMBERS AT THE FIRST BOARD MEETING FOLLOWING THE COMPLETION OF THE FORM. BOARD MEMBERS REVIEW AND DISCUSS THE FORM 990 AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO REPORT ANY POSSIBLE CONFLICTS OF INTEREST AT THE FIRST BOARD MEETING FOLLOWING THE RECOGNITION OF THE CONFLICT. BOARD MEMBERS NOT INVOLVED IN THE CONFLICT WILL DISCUSS AND DETERMINE THE RESOLUTION TO THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ADMINISTRATOR'S SALARY IS DETERMINED BASED ON THE AMOUNT BUDGETED IN THE STATE'S BUDGET FOR THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0124037
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0124037
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012930
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017830
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038099
IRS990/TotalFunctionalExpensesGrp/TotalAmt055929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0232187
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0232187
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-108150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt038099
IRS990/TotalProgramServiceRevenueAmt039578
IRS990/TotalReportableCompFromOrgAmt014100
IRS990/TotalRevenueGrp/ExclusionAmt0111571
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164079
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0382
IRS990/TravelGrp/TotalAmt0382
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-108150
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04202 SOUTH 64TH ST
IRS990/USAddress/CityNm0TACOMA
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098409
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA GRUBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02534735769
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD GROUP HOMES
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0911070926
ReturnHeader/Filer/PhoneNum02538825943
ReturnHeader/Filer/USAddress/AddressLine1Txt04202 SOUTH 64TH STREET
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098409
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911503183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DP&C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1614
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0984011614
ReturnHeader/PreparerPersonGrp/PhoneNum02535729922

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