Form 990 for tax year 2024
Filed by LAKESHORE SUPPORT ORGANIZATION.
Totals
- Total revenue
- $862,507
- Total expenses
- $29,201
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $862,507
- Other revenue
- $0
- Total assets, end of year
- $18,887,894
- Total liabilities, end of year
- $2,120
- Net assets or fund balances, end of year
- $18,885,774
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $29,201
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
3 · Investment income
total $326,225 · excluded $326,225
-
7a · Gross sales of assets other than inventory
securities $3,874,528
-
7b · Less cost or other basis and sales expenses
securities $3,338,246
-
7c · Gain or loss
securities $536,282
-
7d · Net gain or loss
total $536,282 · excluded $536,282
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $500 · management and general $500
-
11f · Fees: investment management
total $28,701 · management and general $28,701
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,232 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $7,258,280 · end of year $7,543,853
-
12 · Investments: other securities
beginning of year $10,110,528 · end of year $11,312,347
-
15 · Other assets
beginning of year $31,184 · end of year $31,694
-
17 · Accounts payable and accrued expenses
beginning of year $2,120 · end of year $2,120
-
27 · Net assets without donor restrictions
beginning of year $17,400,104 · end of year $18,885,774
Mission and programs · 2024
Mission
THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION.
-
THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION.
As filed on the 2024 return.
Listed in Part VII
-
Graham Sisson JrGRAHAM SISSON JR
DIRECTOR AND CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.1 + 0.87 related
-
William HortonWILLIAM HORTON
DIRECTOR AND VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.1 + 0.87 related
-
Frank H Long JrFRANK H LONG JR
DIRECTOR AND SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.77 related
-
Robert M CouchROBERT M COUCH
DIRECTOR AND TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.77 related
-
Walter M Beale JrWALTER M BEALE JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.68 related
-
Wd FosterWD FOSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.58 related
-
Brenda M HackneyBRENDA M HACKNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.38 related
-
Greg JohnstonGREG JOHNSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.38 related
-
Michael L PattersonMICHAEL L PATTERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.58 related
-
Tom ShufflebargerTOM SHUFFLEBARGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.58 related
-
Allison StephensALLISON STEPHENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.48 related
-
Andre J TaylorANDRE J TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.38 related
-
Joel T WelkerJOEL T WELKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.68 related
-
John D KempJOHN D KEMP
PRESIDENT AND CEO
- Total calculated
- $375,327
- From this org
- $0
- From related orgs
- $350,555
- Other
- $24,772
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $298,238 related
- Bonus
- $0 + $41,479 related
- Other
- $0 + $10,838 related
- Deferred
- $0 + $13,615 related
- Nontaxable benefits
- $0 + $12,274 related
- Filer's total
- $0 + $376,444 related
-
Cathy MillerCATHY MILLER
CHIEF OPERATING AND FINANCIAL OFFICER
- Total calculated
- $273,844
- From this org
- $0
- From related orgs
- $251,955
- Other
- $21,889
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $242,024 related
- Bonus
- $0 + $250 related
- Other
- $0 + $9,681 related
- Deferred
- $0 + $10,188 related
- Nontaxable benefits
- $0 + $12,914 related
- Filer's total
- $0 + $275,057 related
-
Jen AllredJEN ALLRED
CHIEF PROGRAM OFFICER
- Total calculated
- $219,541
- From this org
- $0
- From related orgs
- $203,827
- Other
- $15,714
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $195,224 related
- Bonus
- $0 + $250 related
- Other
- $0 + $8,353 related
- Deferred
- $0 + $8,071 related
- Nontaxable benefits
- $0 + $8,856 related
- Filer's total
- $0 + $220,754 related
-
Amy RauworthAMY RAUWORTH
CHIEF DEVELOPMENT AND STRATEGIC PARTNERSHIP
- Total calculated
- $208,158
- From this org
- $0
- From related orgs
- $188,632
- Other
- $19,526
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $182,202 related
- Bonus
- $0 + $250 related
- Other
- $0 + $6,180 related
- Deferred
- $0 + $7,824 related
- Nontaxable benefits
- $0 + $12,914 related
- Filer's total
- $0 + $209,370 related
-
Chris ThomasonCHRIS THOMASON
CHIEF OF ADVANCEMENT
- Total calculated
- $197,201
- From this org
- $0
- From related orgs
- $190,200
- Other
- $7,001
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $183,444 related
- Bonus
- $0 + $250 related
- Other
- $0 + $6,506 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,213 related
- Filer's total
- $0 + $198,413 related
-
Debbie SmithDEBBIE SMITH
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $140,660
- From this org
- $0
- From related orgs
- $134,784
- Other
- $5,876
- Hours/week
- 0 + 40 related
-
Korhan AltiparmakKORHAN ALTIPARMAK
CONTROLLER
- Total calculated
- $122,361
- From this org
- $0
- From related orgs
- $116,805
- Other
- $5,556
- Hours/week
- 0.1 + 40 related
-
Carol KutikCAROL KUTIK
DIRECTOR OF FITNESS
- Total calculated
- $118,006
- From this org
- $0
- From related orgs
- $113,388
- Other
- $4,618
- Hours/week
- 0 + 40 related
-
Edward ReynoldsEDWARD REYNOLDS
DIRECTOR OF DEVELOPMENT
- Total calculated
- $115,106
- From this org
- $0
- From related orgs
- $108,105
- Other
- $7,001
- Hours/week
- 0 + 40 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
None.
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
The filer's explanations (Part III)
- SCHEDULE J
- ALL EMPLOYEES LISTED ARE EMPLOYEES OF LAKESHORE FOUNDATION, A RELATED ORGANIZATION, AND ALL COMPENSATION IS PAID BY LAKESHORE FOUNDATION. COMPENSATION PROCEDURES ARE IN PLACE FOR LAKESHORE FOUNDATION.
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
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.
-
501(C)(3) · PROVIDING SPORT & RECREATION PROGRAMS FOR PEOPLE WITH DISABILITIES · AL
-
LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION
501(C)(3) · NATIONAL GOVERNING BODY FOR USA WHEELCHAIR RUGBY, BOCCIA, PARA POWERLIFTING · AL · controlled entity
Directly controlled by LAKESHORE FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 1 July 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621829349301702
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