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Nonprofiteer
← LAKE NONA INSTITUTE INC

Form 990 for tax year 2025

Filed by LAKE NONA INSTITUTE INC.

Totals

Total revenue
$2,118,000
Total expenses
$2,257,520
Contributions and grants received
$2,118,000
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$2,422,859
Total liabilities, end of year
$2,354,059
Net assets or fund balances, end of year
$68,800
Program services expenses (Part IX)
$2,218,137
Management and general expenses
$39,383
Fundraising expenses
$0
Program service expenses (Part III)
$2,218,137

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,118,000

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,623 · program services $1,623

  • 10 · Payroll taxes

    total $139 · program services $139

  • 11a · Fees: management

    total $95,000 · program services $95,000

  • 11b · Fees: legal

    total $5,558 · program services $5,558

  • 11c · Fees: accounting

    total $6,090 · program services $6,090

  • 11g · Fees: other

    total $3,218 · program services $3,218

  • 12 · Advertising and promotion

    total $20,515 · program services $20,515

  • 13 · Office expenses

    total $38,204 · management and general $38,204

  • 14 · Information technology

    total $5,868 · program services $5,868

  • 16 · Occupancy

    total $21,240 · program services $21,240

  • 17 · Travel

    total $5,953 · program services $5,953

  • 19 · Conferences, conventions and meetings

    total $2,045,509 · program services $2,045,509

  • 24a · Other expenses: MISCELLANEOUS

    total $7,424 · program services $7,424

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $820 · management and general $820

  • 24c · Other expenses: LICENSES

    total $359 · management and general $359

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $435,781 · end of year $936,403

  • 4 · Accounts receivable

    beginning of year $196,000 · end of year $449,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,023,981 · end of year $1,037,456

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,447,442 · end of year $2,354,059

Mission and programs · 2025

Mission

LAKE NONA INSTITUTE IS A COLLABORATIVE COMMUNITY FOCUSED INSTITUTE DEDICATED TO DEVELOPING, ACTIVATING, AND MEASURING THE IMPACT OF INNOVATIVE TECHNOLOGIES AND PROGRAMS THAT CAN BECOME GLOBAL MODELS FOR BUILDING HEALTHY, SUSTAINABLE, AND INSPIRED COMMUNITIES.

Activities or mission (Part I)

LAKE NONA INSTITUTE IS DEDICATED TO DEVELOPING, ACTIVATING, AND MEASURING THE IMPACT OF TECHNOLOGY AND PROGRAMS THAT ARE MODELS FOR HEALTHY, SUSTAINABLE COMMUNITIES.

  • SEE SCHEDULE OLAKE NONA INSTITUTE IS ORGANIZED AROUND THREE "PILLARS OR AREAS OF FOCUS HEALTH AND WELLNESS, SUSTAINABILITY, AND EDUCATION. LAKE NONA INSTITUTE'S SIGNATURE PROJECT IS A COLLABORATION WITH JOHNSON & JOHNSON. THE "LAKE NONA LIFE PROJECT" IS WORKING TO ADVANCE RESEARCH ON COMMUNITY BASED HEALTH AND WELLNESS. THIS STUDY IS INTENDED TO CONTINUE FOR MULTIPLE YEARS.ALSO, LAKE NONA INSTITUTE CONDUCTS THE IMPACT FORUM, AN INVITATIONAL EVENT HELD TO UNLOCK INNOVATION TO CREATE SUSTAINABLE HEALTH COMMUNITIES AND ADVANCE THE QUALITY OF LIFE BY EXPLORING THE INTERSECTIONS OF WELLNESS, SUSTAINABLE LIVING, AND EDUCATION. THERE ARE APPROXIMATELY 250 ATTENDEES AT THE FORUM, WHICH PROVIDES OPPORTUNITIES FOR INSPIRING PRESENTATIONS, HIGH-QUALITY NETWORKING AND HANDS-ON INNOVATION SESSIONS, ALLOWING ALL DELEGATES TO PLAY AN ACTIVE ROLE AND PROVIDE MEANINGFUL AND LIVELY INPUT. THE GOAL OF THIS EVENT IS TO GENERATE NEW INNOVATIVE APPROACHES AND SCIENTIFIC PURSUITS, THAT ARE DESIGNED TO BE REPLICATED AND SCALED ON A GLOBAL LEVEL.

    Expenses $2,218,137

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nicholas F Beucher III

    DIRECTOR/VP/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Rasesh Thakkar

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Alexandra Silverton

    DIRECTOR/VP/SECRETARY

    Total calculated
    $0
    Hours/week
    15

  • Gloria Caulfield

    PRESIDENT

    Total calculated
    $0
    Hours/week
    30

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
9 September 2026
IRS schema version
2025v4.2
Source object
202632549349301023

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