Civic Intelligence

Lake Merritt Institute

EIN 94-3214160 • 501(c)3 • Oakland, CA

Profile

A charitable organization to maintain and enhance Lake Merritt.

568 Bellevue AvenueOakland, CA 94610

www.lakemerrittinstitute.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

48th percentile

0.5%

Higher net margin than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

97th percentile

$81,872

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

58th percentile

2.0%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-3.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$85,040

Up $1,636 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$85,040

Up $1,636 (+2.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin48th percentile

Revenue

Down

$308,288

Down $10,997 (-3.4%) from 2024

Expenses

Up

$306,652

Up $18,858 (+6.6%) from 2024

Net Income

Down

$1,636

Down $29,855 (-95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$100K$50K$0Assets 2012: $18,419Liabilities 2012: $0Net Assets 2012: $18,4192012Assets 2013: $42,966Liabilities 2013: $0Net Assets 2013: $42,9662013Assets 2014: $38,488Liabilities 2014: $0Net Assets 2014: $38,4882014Assets 2015: $35,913Liabilities 2015: $0Net Assets 2015: $35,9132015Assets 2016: $80,915Liabilities 2016: $20Net Assets 2016: $80,8952016Assets 2017: $58,171Liabilities 2017: $20Net Assets 2017: $58,1512017Assets 2018: $41,213Liabilities 2018: $20Net Assets 2018: $41,1932018Assets 2019: $35,434Liabilities 2019: $20Net Assets 2019: $35,4142019Assets 2020: $50,238Liabilities 2020: $20Net Assets 2020: $50,2182020Assets 2021: $49,616Liabilities 2021: $20Net Assets 2021: $49,5962021Assets 2022: $43,183Liabilities 2022: $20Net Assets 2022: $43,1632022Assets 2023: $51,914Liabilities 2023: $20Net Assets 2023: $51,8942023Assets 2024: $83,404Liabilities 2024: $0Net Assets 2024: $83,4042024Assets 2025: $85,040Liabilities 2025: $0Net Assets 2025: $85,0402025

Highlighted filing

2025

Assets$85,040
Liabilities$0
Net Assets$85,040
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $170,759Expenses 2012: $188,210Net Income 2012: -$17,4512012Revenue 2013: $183,164Expenses 2013: $169,389Net Income 2013: $13,7752013Revenue 2014: $181,877Expenses 2014: $186,355Net Income 2014: -$4,4782014Revenue 2015: $173,324Expenses 2015: $165,324Net Income 2015: $8,0002015Revenue 2016: $242,385Expenses 2016: $191,598Net Income 2016: $50,7872016Revenue 2017: $181,044Expenses 2017: $203,788Net Income 2017: -$22,7442017Revenue 2018: $199,496Expenses 2018: $216,454Net Income 2018: -$16,9582018Revenue 2019: $186,257Expenses 2019: $192,036Net Income 2019: -$5,7792019Revenue 2020: $213,796Expenses 2020: $198,992Net Income 2020: $14,8042020Revenue 2021: $237,953Expenses 2021: $238,575Net Income 2021: -$6222021Revenue 2022: $247,935Expenses 2022: $254,368Net Income 2022: -$6,4332022Revenue 2023: $263,530Expenses 2023: $254,799Net Income 2023: $8,7312023Revenue 2024: $319,285Expenses 2024: $287,794Net Income 2024: $31,4912024Revenue 2025: $308,288Expenses 2025: $306,652Net Income 2025: $1,6362025

Highlighted filing

2025

Revenue$308,288
Expenses$306,652
Net Income$1,636
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,040
Liabilities
$0
Net assets
$85,040
Revenue
$308,288
Expenses
$306,652
Net income
$1,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$3.08$3.07$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$3.19$2.88$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.64$2.55$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$2.48$2.54$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$2.38$2.39$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$2.14$1.99$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.86$1.92$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.99$2.16$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.81$2.04$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$2.42$1.92$0.51
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.73$1.65$0.08
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$1.82$1.86$0.04
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$1.83$1.69$0.14
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$1.71$1.88$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$308,288
Mission and Program Overview

Mission

A charitable organization to maintain and enhance Lake Merritt.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$83,404$85,040▲ $1,636
Cash and Non-Interest-Bearing Accounts$68,043$73,519▲ $5,476
Land, Buildings, and Equipment, Net$15,361$11,521▼ $3,840
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$83,404$85,040▲ $1,636
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$83,404$85,040▲ $1,636
Total Liabilities and Net Assets / Fund Balance$83,404$85,040▲ $1,636

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,521$124,903$136,424
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James RobinsonExecutive DirectorFT$81,872$81,872

Board Members and Trustees

NameTitle
Christine BrigaglianoChairperson
John BowersVice Chair
Damon TigheBoard Member
Katie NoonanBoard Member
Susan CampodonicoBoard Member
Tony BaldBoard Member
Andrew YoungSecretary
Josiah AlbertsenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$308,288
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$12,825
Change in Net Assets
$1,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$209,421
Other Expenses$97,231
Total Fundraising Expense$27,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$61,405$12,281$8,186$81,872
Payroll Taxes$49,136$9,827$6,551$65,514
Other Salaries and Wages$46,525$9,305$6,205$62,035
Insurance$21,946$4,387$2,927$29,260
All Other Expenses$19,849$3,614$2,416$25,879
Office Expenses$4,641$928$618$6,187
Fees for Services Accounting-$5,619-$5,619
Depreciation Depletion$3,840--$3,840
Occupancy$3,600--$3,600
Other Expenses$1,567$320$213$1,567
Fees for Services Other$1,470--$1,470
Travel$25--$25
Total Functional Expenses$233,255$46,281$27,116$306,652
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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 B, line 11B

“990 is reviewed by the board before it is filed to the authority.”

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

“Conflict of Interest policy is reviewed by the board.”

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

“Compensation for other officers or key employees is reviewed by the board”

Form 990, Part VI, Section C, line 19

“Governing documents is available to the public.”

Filing and Contact Details

Filer

Filer Name
Lake Merritt Institute
EIN
94-3214160
Phone
5102382290
Address
568 Bellevue Avenue, Oakland, CA 94610

Signing Officer

Name
James Robinson
Title
Executive Director
Phone
5102382290
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Robinson
Formed
1992
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
8

Preparer

Firm
Aprio Advisory Group LLC
Address
150 Post Street Suite 200, San Francisco, CA 94108
Preparer
Stacy Cullen
Phone
4157774488
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“No change in process from prior year.”

Raw XML Appendix385 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt012825
IRS990/AllOtherExpensesGrp/FundraisingAmt02416
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03614
IRS990/AllOtherExpensesGrp/ProgramServicesAmt019849
IRS990/AllOtherExpensesGrp/TotalAmt025879
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0James Robinson
IRS990/BooksInCareOfDetail/PhoneNum05102382290
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0568 Bellevue Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094610
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt068043
IRS990/CashNonInterestBearingGrp/EOYAmt073519
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08186
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012281
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt061405
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt081872
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0308288
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt097231
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01636
IRS990/CYSalariesCompEmpBnftPaidAmt0209421
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IRS990/CYTotalFundraisingExpenseAmt027116
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0308288
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03840
IRS990/DepreciationDepletionGrp/TotalAmt03840
IRS990/Desc0Gallons of trash removed from Lake Merritt and educational presentations developed safelty protocol for COVID opeations.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0233255
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05619
IRS990/FeesForServicesAccountingGrp/TotalAmt05619
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01470
IRS990/FeesForServicesOtherGrp/TotalAmt01470
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Christine Brigagliano
IRS990/Form990PartVIISectionAGrp/PersonNm1John Bowers
IRS990/Form990PartVIISectionAGrp/PersonNm2Andrew Young
IRS990/Form990PartVIISectionAGrp/PersonNm3Josiah Albertsen
IRS990/Form990PartVIISectionAGrp/PersonNm4Tony Bald
IRS990/Form990PartVIISectionAGrp/PersonNm5Susan Campodonico
IRS990/Form990PartVIISectionAGrp/PersonNm6Katie Noonan
IRS990/Form990PartVIISectionAGrp/PersonNm7Damon Tighe
IRS990/Form990PartVIISectionAGrp/PersonNm8James Robinson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt881872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
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IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt021946
IRS990/InsuranceGrp/TotalAmt029260
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0124903
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015361
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011521
IRS990/LandBldgEquipCostOrOtherBssAmt0136424
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt039451
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt085040
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Equipment
IRS990/OtherExpensesGrp/Desc2Payroll Service Charges
IRS990/OtherExpensesGrp/Desc3Fuel Clean Lake
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IRS990/OtherExpensesGrp/ProgramServicesAmt12184
IRS990/OtherExpensesGrp/ProgramServicesAmt21601
IRS990/OtherExpensesGrp/ProgramServicesAmt31567
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IRS990/OtherExpensesGrp/TotalAmt12184
IRS990/OtherExpensesGrp/TotalAmt22134
IRS990/OtherExpensesGrp/TotalAmt31567
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06205
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09305
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt046525
IRS990/OtherSalariesAndWagesGrp/TotalAmt062035
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09827
IRS990/PayrollTaxesGrp/ProgramServicesAmt049136
IRS990/PayrollTaxesGrp/TotalAmt065514
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0James Robinson
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalExpensesAmt0287794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0319285
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01636
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt083404
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt085040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0308288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0319245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0263530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0247935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0237953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01376951
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0308288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0319245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0263530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0247935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0237953
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01376951
IRS990ScheduleA/TotalSupportAmt01376991
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt011521
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0124903
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136424
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011521
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is reviewed by the board before it is filed to the authority.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of Interest policy is reviewed by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for other officers or key employees is reviewed by the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents is available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No change in process from prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt083404
IRS990/TotalAssetsEOYAmt085040
IRS990/TotalAssetsGrp/BOYAmt083404
IRS990/TotalAssetsGrp/EOYAmt085040
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0308288
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt027116
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046281
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0233255
IRS990/TotalFunctionalExpensesGrp/TotalAmt0306652
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083404
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt085040
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0233255
IRS990/TotalReportableCompFromOrgAmt081872
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308288
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt083404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt085040
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt025
IRS990/TravelGrp/TotalAmt025
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0568 Bellevue Avenue
IRS990/USAddress/CityNm0Oakland
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094610
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.lakemerrittinstitute.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Robinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05102382290
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Merritt Institute
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0943214160
ReturnHeader/Filer/PhoneNum05102382290
ReturnHeader/Filer/USAddress/AddressLine1Txt0568 Bellevue Avenue
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Post Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04157774488
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-10-10T09:01:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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