Form 990 for tax year 2023
Filed by LAKEWOOD RANCH COMMUNITY FUND INC.
Totals
- Total revenue
- $1,356,798
- Total expenses
- $196,093
- Contributions and grants received
- $1,279,165
- Grants paid
- $65,801
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $77,633
- Total assets, end of year
- $1,473,953
- Total liabilities, end of year
- $64,168
- Net assets or fund balances, end of year
- $1,409,785
- Program services expenses (Part IX)
- $121,761
- Management and general expenses
- $13,950
- Fundraising expenses
- $60,382
- Program service expenses (Part III)
- $121,761
Program services were 62.1% 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
$1,279,165
-
1g · Noncash contributions included above
$12,790
-
8a · Fundraising events: gross income
$169,860
-
8b · Fundraising events: direct expenses
$92,227
-
8c · Net income from fundraising events
total $77,633 · excluded $77,633
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $65,801 · program services $65,801
-
5 · Compensation of officers, directors and key employees
total $88,000 · program services $39,600 · management and general $8,800 · fundraising $39,600
-
10 · Payroll taxes
total $8,689 · program services $3,910 · management and general $869 · fundraising $3,910
-
11c · Fees: accounting
total $7,000 · program services $3,150 · management and general $700 · fundraising $3,150
-
12 · Advertising and promotion
total $7,609 · program services $3,805 · fundraising $3,804
-
13 · Office expenses
total $212 · program services $37 · management and general $175
-
14 · Information technology
total $2,730 · program services $1,365 · fundraising $1,365
-
16 · Occupancy
total $4,900 · program services $2,205 · management and general $490 · fundraising $2,205
-
17 · Travel
total $1,248 · fundraising $1,248
-
19 · Conferences, conventions and meetings
total $2,199 · management and general $2,199
-
23 · Insurance
total $1,558 · program services $520 · management and general $519 · fundraising $519
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $1,934 · program services $967 · fundraising $967
-
24b · Other expenses: BANK SERVICE CHARGES
total $1,426 · fundraising $1,426
-
24c · Other expenses: MEALS & ENTERTAINMENT
total $1,332 · fundraising $1,332
-
24d · Other expenses: PAYROLL SERVICES
total $890 · program services $401 · management and general $89 · fundraising $400
-
24e · All other expenses
total $565 · management and general $109 · fundraising $456
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $82,986 · end of year $67,978
-
4 · Accounts receivable
beginning of year $0 · end of year $9,000
-
12 · Investments: other securities
beginning of year $0 · end of year $1,396,975
-
17 · Accounts payable and accrued expenses
beginning of year $4,122 · end of year $64,168
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $78,864 · end of year $1,409,785
Mission and programs · 2023
Mission
THE ORGANIZATION'S MISSION IS TO OPEN THE DOOR, ENHANCING THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THROUGH OUR VETTING PROCESS, WE ASSURE THAT DONATIONS ARE GOING TO THOSE MAKING A POSITIVE IMPACT. OVER THE PAST 20+ YEARS, WE HAVE GIVEN MORE THAN $1.5 MILLION TO 140 DESERVING NONPROFITS.
Activities or mission (Part I)
THE ORGANIZATION'S VISION IS TO USE THE POWER OF GIVING TO SERVE THE COMMUNITY. FOUNDED IN 2000, THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THE COMMUNITY FOUNDATION'S CORE VALUES INCLUDE "COMMUNITY, INNOVATION, AND TRANSPARENCY
-
THE VISION OF THE ORGANIZATION IS TO USE THE POWER OF GIVING TO SERVE OUR COMMUNITY. THE ORGANIZATION HAS THREE MAIN PROGRAMS THAT HELP SUPPORT THE FUNDS WHICH ARE USED TO DISTRIBUTE GRANTS TO NONPROFITS; BUILDERS GIVE BACK PROGRAM, COMMUNITY BUSINESS PARTNERS, AND FRIENDS OF THE FOUNDATION. 1. THE BUILDERS GIVE BACK PROGRAM WAS SPEARHEADED BY THE ORGANIZATION, LAKEWOOD RANCH COMMUNITIES (VISIONARY DEVELOPER OF LAKEWOOD RANCH) AND SELECT PRIMER BUILDERS. CURRENTLY THERE ARE TEN BUILDERS IN THE PROGRAM AND FOR EVERY NEW HOME CLOSING, THE BUILDER MAKES A $100 DONATION TO THE COMMUNITY FOUNDATION IN THE RESIDENT'S NAME. LAKEWOOD RANCH COMMUNITIES MATCHES THE DONATIONS UP TO $10,000. THROUGH THE PROGRAM, THE FOCUS IS TO INTRODUCE NEW HOMEOWNERS TO THE VIBRANT TRADITION OF LOCAL PHILANTHROPY AND GAIN THEIR COMMITMENT TO VOLUNTEER AND OPEN THE DOOR2. THE COMMUNITY BUSINESS PARTNERS PROGRAM PROVIDES AN OPPORTUNITY FOR LOCAL BUSINESSES TO SUPPORT THE ORGANIZATION THROUGH ANNUAL DONATIONS. THE LOCAL BUSINESSES MAY PARTICIPATE AND SERVE ON COMMITTEES, HOST EVENTS FOR GRANT RECIPIENTS, SUPPORT AND BE INVOLVED IN THE MAJOR EVENTS AND ACTIVITIES OF THE YEAR. 3. THE FRIENDS OF THE FOUNDATION PROGRAM IS A MONTHLY GIVING OPPORTUNITY FOR INDIVIDUALS TO SUPPORT THE ORGANIZATION'S VISION AND MISSION. THIS IS ALSO A POSITIVE WAY FOR COMMUNITY INDIVIDUALS TO BECOME MORE INVOLVED WITH THE ORGANIZATION.IN ADDITION, THE VOLUNTEER PLATFORM PROGRAM IS A WAY TO FIND THE PERFECT OPPORTUNITY FOR INDIVIDUALS TO VOLUNTEER AND FOR NONPROFIT ORGANIZATIONS TO SHOWCASE WHAT THEY DO AND WHAT TYPE OF VOLUNTEERISM IS NEEDED. THIS AUTOMATED PLATFORM CAN BRING THE TWO ENTITIES TOGETHER AND CREATE A LASTING RELATIONSHIP. THIS IS YET ANOTHER WAY TO OPEN THE DOOR
Expenses $121,761 · Grants $65,801
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark ClarkMARK CLARK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Christa FolkersCHRISTA FOLKERS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lorri KidderLORRI KIDDER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Nicole RyskampNICOLE RYSKAMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lori BoydLORI BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbie UrbanDEBBIE URBAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Morgan BentleyMORGAN BENTLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith PandeloglouKEITH PANDELOGLOU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Annemarie NeubeckerANNEMARIE NEUBECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy SykesNANCY SYKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay HeaterJAY HEATER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FinkDAVID FINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryan BourdeauxBRYAN BOURDEAUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janjay GehndyuJANJAY GEHNDYU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nyda Bittmann-NevilleNYDA BITTMANN-NEVILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Jeff ToaleJEFF TOALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly GillilandKELLY GILLILAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Connor WolfeCONNOR WOLFE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adrienne BookhamerADRIENNE BOOKHAMER
EXECUTIVE DIRECTOR
- Total calculated
- $88,000
- From this org
- $88,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
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
-
BENEFITS 6 GRADUATES OF THE PROGRAM WITH PROVIDING HIGH-QUALITY TOOLS FOR ENTRY-LEVEL HVAC TECHNICIANS.
-
$5,670
OFFERS FREE COMMUNITY AND SCHOOL-BASED OUTPATIENT COUNSELING SERVICES TO YOUTH AGES 10-17 EXPERIENCING CONFLICT AND INSTABILITY IN THE HOME.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412289349301471
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.