Civic Intelligence

Lake County Oregon Library Endowment Fund Inc.

990EZ • Fiscal year 2014 • EIN 93-0940794

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A
PO Box 44Lakeview, OR 97630

(541) 947-3555

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$159,195

Up $4,759 (+3.1%) from 2013

Net Assets

Up

$159,195

Up $4,759 (+3.1%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Down

$9,668

Down $71,279 (-88%) from 2013

Expenses

Down

$4,909

Down $100,595 (-95%) from 2013

Net Income

Up

$4,759

Up $29,316 (+119%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2010: $332,959Net Assets 2010: $332,9592010Assets 2011: $333,368Net Assets 2011: $333,3682011Assets 2012: $178,993Liabilities 2012: $02012Assets 2013: $154,436Net Assets 2013: $154,4362013Assets 2014: $159,195Net Assets 2014: $159,1952014Assets 2015: $218,045Net Assets 2015: $218,0452015Assets 2016: $217,634Net Assets 2016: $217,6342016Assets 2017: $257,931Net Assets 2017: $257,9312017Assets 2018: $313,135Net Assets 2018: $313,1352018Assets 2019: $353,665Net Assets 2019: $353,6652019Assets 2020: $371,842Net Assets 2020: $371,8422020Assets 2021: $446,228Net Assets 2021: $446,2282021Assets 2022: $458,982Net Assets 2022: $458,9822022Assets 2023: $521,785Liabilities 2023: $0Net Assets 2023: $521,7852023Assets 2024: $541,554Liabilities 2024: $0Net Assets 2024: $541,5542024

Highlighted filing

2014

Assets$159,195
Liabilities-
Net Assets$159,195
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $13,136Expenses 2010: $1,834Net Income 2010: $11,3022010Revenue 2011: $11,265Expenses 2011: $10,856Net Income 2011: $4092011Revenue 2012: $16,616Expenses 2012: $3,082Net Income 2012: $13,5342012Revenue 2013: $80,947Expenses 2013: $105,504Net Income 2013: -$24,5572013Revenue 2014: $9,668Expenses 2014: $4,909Net Income 2014: $4,7592014Revenue 2015: $29,270Expenses 2015: $419Net Income 2015: $28,8512015Revenue 2016: $15,961Expenses 2016: $16,372Net Income 2016: -$4112016Revenue 2017: $37,764Expenses 2017: $6,347Net Income 2017: $31,4172017Revenue 2018: $56,066Expenses 2018: $862Net Income 2018: $55,2042018Revenue 2019: $41,172Expenses 2019: $642Net Income 2019: $40,5302019Revenue 2020: $65,251Expenses 2020: $47,074Net Income 2020: $18,1772020Revenue 2021: $76,207Expenses 2021: $1,821Net Income 2021: $74,3862021Revenue 2022: $26,380Expenses 2022: $13,626Net Income 2022: $12,7542022Revenue 2023: $88,823Expenses 2023: $26,020Net Income 2023: $62,8032023Revenue 2024: $37,250Expenses 2024: $17,481Net Income 2024: $19,7692024

Highlighted filing

2014

Revenue$9,668
Expenses$4,909
Net Income$4,759
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$12,920
Mission and Program Overview

Mission

To support the Lake county Library through book and equipment purchases

Program Services

DescriptionGrantsExpenses
PURCHASES OF BOOKS AND EQUIPMENT ON BEHALF OF THE LAKE CO. LIBRARY$4,433-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERALD R STEWARDPresident-$0--
AL MONACOTreasurer-$0--
JAMES HUFFSTUTTERVP/Secretary-$0--
VIRGINIA STRATTONMember-$0--
SALLY FITZGERALDMember-$0--
CAROL PARKERDirector-$0--
FRAN ALLENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lake Co Oregon Library Endowment Fund
EIN
93-0940794
Phone
5419473555
Address
PO BOX 44, LAKEVIEW, OR 97630

Signing Officer

Name
Al Monaco
Title
Secretary
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Donald S Liddycoat CPA
Address
220 N G Street, Lakeview, OR 97630
Preparer
Donald S Liddycoatcpa
Phone
5419473636
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Licenses $110”

Other Expenses.3

“Bank Service Charges $23”

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/PersonNm0ALBERT MONACO JR
IRS990EZ/BooksInCareOfDetail/PhoneNum05419473355
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035 SOUTH G STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEVIEW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0154436
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01580
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04759
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0154436
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0159195
IRS990EZ/FundraisingGrossIncomeAmt04568
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04433
IRS990EZ/GrossReceiptsAmt012920
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06772
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154436
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0159195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0154436
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0159195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERALD R STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AL MONACO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES HUFFSTUTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIRGINIA STRATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SALLY FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROL PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRAN ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0133
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the Lake county Library through book and equipment purchases
IRS990EZ/PrintingPublicationsPostageAmt068
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASES OF BOOKS AND EQUIPMENT ON BEHALF OF THE LAKE CO. LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04433
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03252
IRS990EZ/SpecialEventsNetIncomeLossAmt01316
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04909
IRS990EZ/TotalProgramServiceExpensesAmt04433
IRS990EZ/TotalRevenueAmt09668
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/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0931057223
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Library
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04433
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Lake County Library
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Licenses $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Service Charges $23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AL MONACO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE CO OREGON LIBRARY ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0930940794
ReturnHeader/Filer/PhoneNum05419473555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 44
ReturnHeader/Filer/USAddress/CityNm0LAKEVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Donald S Liddycoat CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 N G Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakeview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097630
ReturnHeader/PreparerPersonGrp/PhoneNum05419473636
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD S LIDDYCOATCPA
ReturnHeader/ReturnTs02015-05-14T14:14:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,195
Liabilities
-
Net assets
$159,195
Revenue
$9,668
Expenses
$4,909
Net income
$4,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.37$0.17$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.89$0.26$0.63
2022Detailed filing. Detailed filing data is available for this year.$4.59$4.59$0.26$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.46$4.46$0.76$0.02$0.74
2020Detailed filing. Detailed filing data is available for this year.$3.72$3.72$0.65$0.47$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.54$3.54$0.41$0.01$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.13$3.13$0.56$0.01$0.55
2017Detailed filing. Detailed filing data is available for this year.$2.58$2.58$0.38$0.06$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.16$0.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.29$0.00$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.81$1.06$0.25
2012Summary only. Only limited summary data is available for this year.$1.79$0.00$0.17$0.03$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$3.33$0.11$0.11$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$3.33$0.13$0.02$0.11