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Nonprofiteer
← CEDAR LAKE FOUNDATION INC

Form 990 for tax year 2025

Filed by CEDAR LAKE FOUNDATION INC.

Totals

Total revenue
$4,016,543
Total expenses
$1,865,776
Contributions and grants received
$1,270,322
Grants paid
$915,434
Program service revenue
$0
Investment income
$1,946,356
Other revenue
$799,865
Total assets, end of year
$35,890,348
Total liabilities, end of year
$373,044
Net assets or fund balances, end of year
$35,517,304
Program services expenses (Part IX)
$915,434
Management and general expenses
$255,318
Fundraising expenses
$695,024
Program service expenses (Part III)
$915,434

Program services were 49.1% 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.

  • 1c · Fundraising events

    $293,508

  • 1f · All other contributions, gifts and grants

    $976,814

  • 1g · Noncash contributions included above

    $76,984

  • 3 · Investment income

    total $1,320,566 · excluded $1,320,566

  • 7a · Gross sales of assets other than inventory

    securities $7,680,057

  • 7b · Less cost or other basis and sales expenses

    securities $7,054,267

  • 7c · Gain or loss

    securities $625,790

  • 7d · Net gain or loss

    total $625,790 · excluded $625,790

  • 8a · Fundraising events: gross income

    $36,926

  • 8a · Fundraising events: contributions included on line 1c

    $293,508

  • 8b · Fundraising events: direct expenses

    $79,040

  • 8c · Net income from fundraising events

    total -$42,114 · excluded -$42,114

  • 9a · Gaming: gross income

    $33,539

  • 9b · Gaming: direct expenses

    $6,000

  • 9c · Net income from gaming

    total $27,539 · excluded $27,539

  • 11a · Other revenue: FORGIVENESS OF DEBT

    total $814,440 · excluded $814,440

  • 11e · Other revenue, total

    $814,440

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $915,434 · program services $915,434

  • 5 · Compensation of officers, directors and key employees

    total $140,955 · fundraising $140,955

  • 7 · Other salaries and wages

    total $248,539 · fundraising $248,539

  • 8 · Pension plan contributions

    total $4,545 · fundraising $4,545

  • 9 · Other employee benefits

    total $50,686 · fundraising $50,686

  • 10 · Payroll taxes

    total $22,597 · fundraising $22,597

  • 11a · Fees: management

    total $87,672 · management and general $65,754 · fundraising $21,918

  • 11c · Fees: accounting

    total $21,000 · management and general $21,000

  • 11f · Fees: investment management

    total $150,665 · management and general $150,665

  • 12 · Advertising and promotion

    total $115,270 · fundraising $115,270

  • 13 · Office expenses

    total $24,006 · fundraising $24,006

  • 14 · Information technology

    total $25,204 · management and general $1,054 · fundraising $24,150

  • 16 · Occupancy

    total $8,583 · management and general $2,146 · fundraising $6,437

  • 17 · Travel

    total $13,869 · fundraising $13,869

  • 23 · Insurance

    total $14,440 · management and general $14,440

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $14,829 · management and general $259 · fundraising $14,570

  • 24b · Other expenses: PURCHASED SERVICES

    total $2,677 · fundraising $2,677

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $2,433 · fundraising $2,433

  • 24d · Other expenses: EQUIPMENT RENTAL & MAIN

    total $2,372 · fundraising $2,372

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $32,600 · end of year $78,383

  • 3 · Pledges and grants receivable

    beginning of year $145,137 · end of year $186,495

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,198 · end of year $3,984

  • 10a · Land, buildings and equipment: cost or other basis

    $39,189

  • 10b · Land, buildings and equipment: accumulated depreciation

    $39,189

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $30,397,365 · end of year $34,151,863

  • 12 · Investments: other securities

    beginning of year $57,359 · end of year $59,437

  • 15 · Other assets

    beginning of year $1,300,600 · end of year $1,410,186

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,954 · end of year $47,743

  • 19 · Deferred revenue

    beginning of year $70,528

  • 25 · Other liabilities

    beginning of year $614,645 · end of year $325,301

  • 27 · Net assets without donor restrictions

    beginning of year $29,861,746 · end of year $33,916,161

  • 28 · Net assets with donor restrictions

    beginning of year $1,372,386 · end of year $1,601,143

Mission and programs · 2025

Mission

OUR VISION IS OF A COMMUNITY WHERE THOSE WITH AND WITHOUT DISABILITIES LEARN TO SHARE AND ENRICH EACH OTHER'S LIVES THROUGH MEANINGFUL INTERACTIONS THAT CULTIVATE MUTUAL RESPECT AND UNCONDITIONAL LOVE. OUR MISSION IS TO OFFER HIGHLY COMPASSIONATE, (SEE SCHEDULE O)

Activities or mission (Part I)

CEDAR LAKE FOUNDATION, INC. IS DEFINED BY THE IRS AS A 501(C)(3) NONPROFIT AND (SEE SCHEDULE O) "PUBLIC CHARITY" UNDER SECTION 509(A)(1) AND PERFORMS FUNDRAISING, FUND MANAGEMENT, FUND DISTRIBUTIONS, MARKETING AND COMMUNICATIONS TO SUPPORT THE MISSION OF CEDAR LAKE.

  • SUPPORT AND GRANTS:CEDAR LAKE FOUNDATION HOLDS, MANAGES, INVESTS AND DISTRIBUTES FUNDS TO THE SUBSIDIARIES OF CEDAR LAKE, INC. CEDAR LAKE FOUNDATION PROVIDES GRANTS AND FINANCIAL ASSISTANCE TO CEDAR LAKE LODGE AND CEDAR LAKE RESIDENCES FOR INDIVIDUALS SUPPORTED BY CEDAR LAKE. CEDAR LAKE LODGE OPERATES INTERMEDIATE CARE FACILITIES SERVING 87 PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. CEDAR LAKE RESIDENCES DELIVERS A WIDE ARRAY OF COMMUNITY-BASED RESIDENTIAL OPTIONS, COMMUNITY ACCESS, SUPPORTED EMPLOYMENT, ADULT DAY AND OTHER IN-HOME SUPPORT TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. DURING 2025, CEDAR LAKE FOUNDATION ASSISTED 208 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH FULL OR PARTIAL SUPPORT.

    Expenses $915,434 · Grants $915,434

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

Listed in Part VII

  • Mark Cooksey

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bryan Bain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara Ford

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John Nordstrom

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Joynt

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bruce Yungman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Torzewski

    EXECUTIVE DIRECTOR

    Total calculated
    $140,955
    From this org
    $123,364
    From related orgs
    $0
    Other
    $17,591
    Hours/week
    40

  • Rick Davis

    PRESIDENT AND CEO

    Total calculated
    $282,322
    From this org
    $0
    From related orgs
    $263,562
    Other
    $18,760
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,562 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,760 related
    Filer's total
    $0 + $282,322 related

  • Margaret Waugh

    VP OF FINANCE

    Total calculated
    $187,919
    From this org
    $0
    From related orgs
    $151,743
    Other
    $36,176
    Hours/week
    13 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,023 related
    Bonus
    $0 + $16,720 related
    Other
    $0
    Deferred
    $0 + $6,867 related
    Nontaxable benefits
    $0 + $29,309 related
    Filer's total
    $0 + $187,919 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • CEDAR LAKE RESIDENCESINC

    $515,704

    SUPPLEMENT GOVERNMENT FUNDING FOR SUPPORTED LIVING PROGRAMS OF INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVING IN HOUSING UNITS OWNED BY RELATED ORGANIZATIONS. GRANTS FOR PURCHASE OF CAPITAL ITEMS AND VARIOUS PROGRAMS AND ACTIVITIES.

  • CEDAR LAKE LODGE INC

    $316,739

    GRANTS FOR PURCHASE OF CAPITAL ITEMS AND VARIOUS PROGRAMS AND ACTIVITIES.

  • GARLAND HOUSE INC

    $7,416

    GRANT FOR PURCHASE OF CAPITAL ITEMS.

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.

  • CEDAR LAKE INC

    501(C)(3) · PASSIVE PARENT CORPORATION FOR ALL CEDAR LAKE SUBSIDIARIES · KY

  • CEDAR LAKE LODGE INC

    501(C)(3) · HEALTH CARE FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE RESIDENCES INC

    501(C)(3) · HOUSING/SUPPORT FOR PERSONS WITH INTELLECUTAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE ABIGAIL INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE PRINCETON INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE BIRCHWOOD INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE ST MATTHEWS INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE EAST

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE JEFFERSON MANOR INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE CHERRRYWOOD INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE KEELING INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE MONTICELLO PARKE INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE L'ESPRIT INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • CEDAR LAKE WASHBURN INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • GARLAND HOUSE INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • WILLOW POND FARM I INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

  • WILLOW POND FARM II INC

    501(C)(3) · HOUSING FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · KY

    Directly controlled by CEDAR LAKE INC

Provenance

Return type
form_990
Tax year
2025
Filed
11 May 2026
IRS schema version
2025v4.1
Source object
202611329349300936

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