Form 990 for tax year 2022
Filed by LAKESHORE EXCELLENCE FOUNDATION.
Totals
- Total revenue
- $837,834
- Total expenses
- $798,046
- Contributions and grants received
- $841,258
- Grants paid
- $762,838
- Program service revenue
- $0
- Investment income
- $704
- Other revenue
- -$4,128
- Total assets, end of year
- $900,246
- Total liabilities, end of year
- $154,400
- Net assets or fund balances, end of year
- $745,846
- Program services expenses (Part IX)
- $762,838
- Management and general expenses
- $13,679
- Fundraising expenses
- $21,529
- Program service expenses (Part III)
- $762,838
Program services were 95.6% 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
$21,770
-
1f · All other contributions, gifts and grants
$819,488
-
3 · Investment income
total $704 · excluded $704
-
8a · Fundraising events: gross income
$25,827
-
8a · Fundraising events: contributions included on line 1c
$21,770
-
8b · Fundraising events: direct expenses
$29,955
-
8c · Net income from fundraising events
total -$4,128 · excluded -$4,128
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $762,838 · program services $762,838
-
5 · Compensation of officers, directors and key employees
total $1,239 · management and general $1,239
-
11c · Fees: accounting
total $9,101 · management and general $9,101
-
13 · Office expenses
total $17,969 · fundraising $17,969
-
14 · Information technology
total $3,560 · fundraising $3,560
-
23 · Insurance
total $1,526 · management and general $1,526
-
24a · Other expenses: ADMINISTRATIVE FEES
total $1,813 · management and general $1,813
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $648,231 · end of year $804,728
-
4 · Accounts receivable
beginning of year $1,500 · end of year $1,500
-
15 · Other assets
beginning of year $115,371 · end of year $94,018
-
18 · Grants payable
beginning of year $37,691 · end of year $154,400
-
27 · Net assets without donor restrictions
beginning of year $727,411 · end of year $745,846
Mission and programs · 2022
Mission
LEF SUPPORTS LAKESHORE PUBLIC SCHOOLS THROUGH VARIOUS FUNDRAISING PROJECTS FOR PROGRAMS AND PROJECTS THAT SUPPLEMENT AND ENRICH THE EDUCATION PROCESS.
-
THE LAKESHORE EXCELLENCE FOUNDATION SERVES ITS PURPOSE THROUGH THE ISSUANCE OF VARIOUS GRANTS TO LAKESHORE PUBLIC SCHOOLS THAT ENHANCE THE EDUCATION PROCESS FOR ITS STUDENTS AND TEACHING STAFF. THIS HAS BEEN ACCOMPLISHED THROUGH THE PURCHASE OF VARIOUS INFORMATION TECHNOLOGY EQUIPMENT AND SOFTWARE IN ADDITION TO VARIOUS TEACHING AND LEARNING AIDS.
Expenses $762,838 · Grants $762,838
As filed on the 2022 return.
Listed in Part VII
-
J C AndersonJ C ANDERSON
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Ludovic BeaufilsLUDOVIC BEAUFILS
VICE CHAIR OF FUND DEV.
- Total calculated
- $0
- Hours/week
- 2
-
Lori MarciniakLORI MARCINIAK
VICE CHAIR OF PROJECTS
- Total calculated
- $0
- Hours/week
- 2
-
Julia PechtelJULIA PECHTEL
VICE CHAIR OF GRANTS
- Total calculated
- $0
- Hours/week
- 2
-
Jim RobertsJIM ROBERTS
VICE CHAIR OF DEI
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth MeethELIZABETH MEETH
VICE CHAIR OF MARKETING
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer PowersJENNIFER POWERS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kate BeckrowKATE BECKROW
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Leslie ArbanasLESLIE ARBANAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sophie BauchetSOPHIE BAUCHET
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Chad DejaCHAD DEJA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Zeb DeitrichZEB DEITRICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Greg EdingGREG EDING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Janine HarrisonJANINE HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ryan ArntRYAN ARNT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Phil MolloyPHIL MOLLOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Bill ScalettaBILL SCALETTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lewis ScottLEWIS SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Meghan BacinMEGHAN BACIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kelly BushuKELLY BUSHU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Missy EmeryMISSY EMERY
SECRETARIAL ASSISTANT
- Total calculated
- $543
- From this org
- $543
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Kimberly RiskKIMBERLY RISK
DATA MANAGER
- Total calculated
- $696
- From this org
- $696
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Andrew GlissonANDREW GLISSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lori HellengaLORI HELLENGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sterling MasseySTERLING MASSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kim McAllisterKIM MCALLISTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Matt SwabMATT SWAB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen WolfKATHLEEN WOLF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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
-
LAKESHORE PUBLIC SCHOOLS
$762,838
PROGRAM SUPPORT
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.
-
LAKESHORE PUBLIC SCHOOLS
GOVT · PUBLIC SCHOOL · MI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333179349306928
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.