Civic Intelligence

Lakeside Foundation C/O Pitcairn

EIN 94-6066229 • Conshohocken, PA

161 Washington Street Suite 801Conshohocken, PA 19428
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

12th percentile

-22%

Higher net margin than 12% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.0%

Faster asset growth than 25% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$47,847,149

Down $507,424 (-1.0%) from 2023

Liabilities

Down

$0

Down $461 (-100%) from 2023

Net Assets

Down

$47,847,149

Down $506,963 (-1.0%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin12th percentile

Revenue

Up

$2,407,515

Up $584,869 (+32%) from 2023

Expenses

Up

$2,933,083

Up $108,681 (+3.8%) from 2023

Net Income

Up

-$525,568

Up $476,188 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$100M$50M$0Assets 2011: $96,277,483Liabilities 2011: $02011Assets 2012: $96,322,866Liabilities 2012: $02012Assets 2013: $97,168,133Liabilities 2013: $12,4462013Assets 2014: $99,738,366Liabilities 2014: $15,7012014Assets 2015: $98,199,468Liabilities 2015: $47,821,4902015Assets 2019: $50,129,136Liabilities 2019: $02019Assets 2020: $50,255,948Liabilities 2020: $0Net Assets 2020: $50,255,9482020Assets 2021: $50,683,010Liabilities 2021: $9,031Net Assets 2021: $50,673,9792021Assets 2022: $49,349,012Liabilities 2022: $0Net Assets 2022: $49,349,0122022Assets 2023: $48,354,573Liabilities 2023: $461Net Assets 2023: $48,354,1122023Assets 2024: $47,847,149Liabilities 2024: $0Net Assets 2024: $47,847,1492024

Highlighted filing

2024

Assets$47,847,149
Liabilities$0
Net Assets$47,847,149
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,411,929Expenses 2011: $5,495,622Net Income 2011: -$2,083,6932011Revenue 2012: $4,492,159Expenses 2012: $5,220,847Net Income 2012: -$728,6882012Revenue 2013: $5,806,063Expenses 2013: $5,267,599Net Income 2013: $538,4642013Revenue 2014: $8,315,245Expenses 2014: $5,900,223Net Income 2014: $2,415,0222014Revenue 2015: $6,041,089Expenses 2015: $7,303,493Net Income 2015: -$1,262,4042015Revenue 2019: $2,670,581Expenses 2019: $2,205,008Net Income 2019: $465,5732019Revenue 2020: $2,143,159Expenses 2020: $2,473,312Net Income 2020: -$330,1532020Revenue 2021: $3,214,576Expenses 2021: $2,805,243Net Income 2021: $409,3332021Revenue 2022: $1,710,578Expenses 2022: $3,013,448Net Income 2022: -$1,302,8702022Revenue 2023: $1,822,646Expenses 2023: $2,824,402Net Income 2023: -$1,001,7562023Revenue 2024: $2,407,515Expenses 2024: $2,933,083Net Income 2024: -$525,5682024

Highlighted filing

2024

Revenue$2,407,515
Expenses$2,933,083
Net Income-$525,568
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$47,847,149
Liabilities
$0
Net assets
$47,847,149
Revenue
$2,407,515
Expenses
$2,933,083
Net income
-$525,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$2.41$2.93$0.53
2023Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$1.82$2.82$1.00
2022Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$1.71$3.01$1.30
2021Detailed filing. Detailed filing data is available for this year.$50.7$0.01$50.7$3.21$2.81$0.41
2020Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$2.14$2.47$0.33
2019Summary only. Only limited summary data is available for this year.$50.1$0.00$2.67$2.21$0.47
2015Summary only. Only limited summary data is available for this year.$98.2$47.8$6.04$7.30$1.26
2014Summary only. Only limited summary data is available for this year.$99.7$0.02$8.32$5.90$2.42
2013Summary only. Only limited summary data is available for this year.$97.2$0.01$5.81$5.27$0.54
2012Summary only. Only limited summary data is available for this year.$96.3$0.00$4.49$5.22$0.73
2011Summary only. Only limited summary data is available for this year.$96.3$0.00$3.41$5.50$2.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA D MATEOPresident-$0--
WESLEY D MATEODirector-$0--
KENNETH P MATEOVice President-$0--
GREGORY W MATEOTreasurer/Secretary-$0--
MEREDITH MATEODirector-$0--
Filing and Contact Details

Filer

Filer Name
Lakeside Foundation
EIN
94-6066229
Phone
6508458100
Address
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428

Signing Officer

Name
Laura Mateo
Title
President
Phone
6508458100
Signed
2025-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman Co Llp
Address
1801 PAGE MILL RD, PALO ALTO, CA 94304
Preparer
Deanna P Surbaugh
Phone
6508458100
Raw XML AppendixShowing 400 of 1,814 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1161 WASHINGTON STREET SUITE 801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2161 WASHINGTON STREET SUITE 801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3161 WASHINGTON STREET SUITE 801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4161 WASHINGTON STREET SUITE 801
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7950000

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