Skip to content
Nonprofiteer
← LAKEWOOD RANCH COMMUNITY FUND INC

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 Clark

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • Christa Folkers

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Lorri Kidder

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Nicole Ryskamp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lori Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Debbie Urban

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Morgan Bentley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Keith Pandeloglou

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Annemarie Neubecker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nancy Sykes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jay Heater

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Fink

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bryan Bourdeaux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Janjay Gehndyu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nyda Bittmann-Neville

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4
  • Jeff Toale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kelly Gilliland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Connor Wolfe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Adrienne 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

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.