Civic Intelligence

Lakewood Group Homes

990EZ • Fiscal year 2013 • EIN 91-1070926

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 12, 2015

4202 South 64th StreetTacoma, WA 98409

(253) 882-5943

Siviq Scores

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

Liabilities / Assets

96th percentile

1.47x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

3.39x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

53rd percentile

3.3%

Faster revenue growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$98,370

Down $23,605 (-19%) from 2012

Net Assets

Down

-$46,506

Down $16,631 (-56%) from 2012

Liabilities

Down

$144,876

Down $6,974 (-4.6%) from 2012

Revenue

Up

$42,739

Up $1,347 (+3.3%) from 2012

Expenses

Down

$53,859

Down $9,497 (-15%) from 2012

Net Income

Up

-$11,120

Up $10,844 (+49%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$98,370
Liabilities$144,876
Net Assets-$46,506

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$42,739
Expenses$53,859
Net Income-$11,120
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$42,739
Mission and Program Overview

Mission

Group home for developmentally delayed persons

Program Services

DescriptionGrantsExpenses
PROVIDED A GROUP HOME FOR EIGHT DEVELOPMENTALLY DELAYED INDIVIDUALS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA CUMBERBATCHAdministratorPT$0--
GLORIA GRUBERTPresident-$0--
Filing and Contact Details

Filer

EIN
91-1070926
Phone
2538825943

Signing Officer

Name
Gloria Grubert
Title
President
Phone
2538825943
Signed
2015-02-12
Discuss with paid preparer
Yes

Preparer

Preparer
Terrence G Cronk CPA
Phone
2535729922
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 3.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: rent income from residents. Amount: 8,125.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: interest expense. Amount: 13,511. Description: property insurance. Amount: 2,510. Description: tracs billing charges. Amount: 450. Description: adminstrative and office expenses. Amount: 8,578. Description: licenses and fees. Amount: 70. Description: depreciation. Amount: 8,130. Total to form 990-ez, line 16: 33,249.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 2,524. Description: prior period adjustment. Amount: -8,035. Total to form 990-ez, line 20: -5,511.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 1,545. End of year amount: 1,500.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accrued mortgage interest payable. Beg. Of year amount: 1,162. End of year amount: 1,096. Description: mortgage payable. Beg. Of year amount: 150,688. End of year amount: 142,177. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 1,603.

Raw XML Appendix180 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LAKEWOOD GROUP HOMES
IRS990EZ/BooksInCareOfDetail/PhoneNum02538825943
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104202 S 64TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0TACOMA
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098409
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010346
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09600
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11120
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0499
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121975
IRS990EZ/Form990TotalAssetsGrp/EOYAmt098370
IRS990EZ/GrossReceiptsAmt042739
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt092693
IRS990EZ/LandAndBuildingsGrp/EOYAmt086524
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-29875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-46506
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-29875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-46506
IRS990EZ/OccupancyRentUtltsAndMaintAmt010611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA CUMBERBATCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLORIA GRUBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01545
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01500
IRS990EZ/OtherChangesInNetAssetsAmt0-5511
IRS990EZ/OtherExpensesTotalAmt033249
IRS990EZ/OtherRevenueTotalAmt08125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0GROUP HOME FOR DEVELOPMENTALLY DELAYED PERSONS
IRS990EZ/ProgramServiceRevenueAmt025011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A GROUP HOME FOR EIGHT DEVELOPMENTALLY DELAYED INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt09500
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0151850
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0144876
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053859
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt042739
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0129
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0292200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0485372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0506216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01346679
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0413
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08125
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03499
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02462
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0438
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014699
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98900
IRS990ScheduleA/PublicSupportPY509Pct00.99740
IRS990ScheduleA/PublicSupportTotal509Amt01356279
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0292200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0485372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0506216
IRS990ScheduleA/Total509Grp/TotalAmt01356279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0294766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0485711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0506783
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01371391
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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RENT INCOME FROM RESIDENTS. AMOUNT: 8,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INTEREST EXPENSE. AMOUNT: 13,511. DESCRIPTION: PROPERTY INSURANCE. AMOUNT: 2,510. DESCRIPTION: TRACS BILLING CHARGES. AMOUNT: 450. DESCRIPTION: ADMINSTRATIVE AND OFFICE EXPENSES. AMOUNT: 8,578. DESCRIPTION: LICENSES AND FEES. AMOUNT: 70. DESCRIPTION: DEPRECIATION. AMOUNT: 8,130. TOTAL TO FORM 990-EZ, LINE 16: 33,249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 2,524. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -8,035. TOTAL TO FORM 990-EZ, LINE 20: -5,511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,545. END OF YEAR AMOUNT: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCRUED MORTGAGE INTEREST PAYABLE. BEG. OF YEAR AMOUNT: 1,162. END OF YEAR AMOUNT: 1,096. DESCRIPTION: MORTGAGE PAYABLE. BEG. OF YEAR AMOUNT: 150,688. END OF YEAR AMOUNT: 142,177. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,603.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA GRUBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02538825943
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKEWOOD GROUP HOMES
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0911070926
ReturnHeader/Filer/PhoneNum02538825943
ReturnHeader/Filer/USAddress/AddressLine104202 SOUTH 64TH STREET
ReturnHeader/Filer/USAddress/City0TACOMA
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098409
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911503183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DWYER PEMBERTON & COULSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1614
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0984011614
ReturnHeader/PreparerPersonGrp/PhoneNum02535729922
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRENCE G CRONK CPA
ReturnHeader/ReturnTs02015-02-16T11:07:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings