HOPE AT THE LAKE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOPE AT THE LAKE FOUNDATION (EIN 20-1489132)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-12-11
- IRS object ID
- 202433469349300803
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-11T09:55:20-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208349560 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKLEY & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6010 SPRING CREEK PKWY SUITE 217 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201489132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE AT THE LAKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 4042298264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 BRAWLEY SCHOOL RD 200B PMB 307 | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA GARRISON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4042298264 | PhoneNum |
| Signature | 2024-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY BECKLEY | PreparerPersonNm |
| PTIN | P00634644 | PTIN |
| Phone | 9723090002 | PhoneNum |
| Preparation | 2024-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA GARRISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 BRAWLEY SCHOOL RD 200B PMB 30 | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $209,454 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HOPEATTHELAKE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | HOPE AT THE LAKE IS A 501(C)(3) NON-PROFIT ORGANIZATION COMMITTED TO IMPROVING THE LIVES OF OUR LAKE NORMAN NEIGHBORS IN NEED. OUR MISSION IS TO FACILITATE A "COMMUNITY OF CARING" BY CONNECTING COMPASSIONATE DONORS WITH IMMEDIATE COMMUNITY NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $37,711 | PYContributionsGrantsAmt |
| CY Contributions Grants | $86,453 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29 | PYInvestmentIncomeAmt |
| CY Investment Income | $19 | CYInvestmentIncomeAmt |
| PY Other Revenue | $97,946 | PYOtherRevenueAmt |
| CY Other Revenue | $45,213 | CYOtherRevenueAmt |
| PY Total Revenue | $135,686 | PYTotalRevenueAmt |
| CY Total Revenue | $131,685 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $153,650 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,057 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,039 | PYOtherExpensesAmt |
| CY Other Expenses | $9,273 | CYOtherExpensesAmt |
| PY Total Expenses | $113,039 | PYTotalExpensesAmt |
| CY Total Expenses | $162,923 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,647 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$31,238 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,392 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,392 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOPE AT THE LAKE IS A 501(C)(3) NON-PROFIT ORGANIZATION COMMITTED TO IMPROVING THE LIVES OF OUR LAKE NORMAN NEIGHBORS IN NEED. OUR MISSION IS TO FACILITATE A "COMMUNITY OF CARING" BY CONNECTING COMPASSIONATE DONORS WITH IMMEDIATE COMMUNITY NEED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $78,500 | ExpenseAmt |
| Grant | $78,500 | GrantAmt |
| Desc | SUPPORT CHILDREN IN THE COMMUNITY; HELPING WITH FOOD AND HYGIENE NEEDS, LOSS OF A LOVED ONE, PARENTING GAPS AND MEDICAL ISSUES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,150 | ExpenseAmt |
| Grant | $45,150 | GrantAmt |
| Desc | SUPPORT IMMEDIATE COMMUNITY NEEDS TO IMPROVE THE LIVES OF NEIGHBORS BY FACILITATING A "COMMUNITY OF CARING". | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,000 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Desc | SUPPORT THE VETERAN COMMUNITY, HELPING WITH TRANSPORTATION, FOOD, HOUSING AND GENERAL SUPPORT SYSTEM NEEDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $153,650 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA GARRISON | PersonNm |
| Phone | 4042298264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 BRAWLEY SCHOOL RD 200B PMB 30 | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| FORREST WILSON | |||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK BALDASARE | |||||||
| VICE PRESIDE | 0.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| LAURA GARRISON | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| CAROLINE DEWITT | |||||||
| SECRETARY/SO | 0.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| JESSICA BABINGTON | |||||||
| CHAIR MARKET | 0.00 | $0 | $0 | $0 | 0.00 | Yes (X) | |
| MIKE BUCCIALIA | |||||||
| CHAIR GRANTS | 0.00 | $0 | $0 | $0 | 0.00 | Yes (X) | |
| REED SAPP | |||||||
| CHAIR FUNDRA | 0.00 | $0 | $0 | $0 | 0.00 | Yes (X) | |
| RUSSELL HODGE | |||||||
| EVENTS | 0.00 | $0 | $0 | $0 | 0.00 | Yes (X) | |
| JOSH DHANPAL | |||||||
| CIRCLE OF HO | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $86,453 | AllOtherContributionsAmt |
| Total Contributions | $86,453 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19 | TotalRevenueColumnAmt |
| Exclusion | $19 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,982 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $77,769 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,213 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,685 | TotalRevenueColumnAmt |
| Exclusion | $19 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,650 | TotalAmt |
| Program Services | $153,650 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,216 | TotalAmt |
| Management And General | $4,216 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| FOOD & BEVERAGE | $4,975 | $4,975 |
| CREDIT CARD FEES | $82 | $82 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,923 | TotalAmt |
| Program Services | $153,650 | ProgramServicesAmt |
| Management And General | $4,216 | ManagementAndGeneralAmt |
| Fundraising | $5,057 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,630 | BOYAmt |
| EOY | $66,392 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,630 | BOYAmt |
| EOY | $66,392 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,630 | BOYAmt |
| EOY | $66,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,630 | BOYAmt |
| EOY | $66,392 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,630 | BOYAmt |
| EOY | $66,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$31,238 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,453 | CurrentTaxYearAmt |
| Total | $164,316 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,982 | CurrentTaxYearAmt |
| Total | $444,413 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,435 | CurrentTaxYearAmt |
| Total | $608,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $608,729 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $19 | CurrentTaxYearAmt |
| Total | $19 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $19 | CurrentTaxYearAmt |
| Total | $19 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,454 | CurrentTaxYearAmt |
| Total | $608,748 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $93,412 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $93,412 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $17,660 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $23,833 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $29,570 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $29,570 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $15,093 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $21,183 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $122,982 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $122,982 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $32,753 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,016 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,769 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,213 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| WELCOME HOME VETERANS | |||||
| 165 N MAIN ST | MOORESVILLE | NC | 28115 | $15,000 | NONPROFIT MISSION |
| SPECIAL TREASURES | |||||
| 214 N CENTER ST | STATESVILLE | NC | 28677 | $10,000 | NONPROFIT MISSION |
| PVAC | |||||
| PO BOX 5921 | STATESVILLE | NC | 28687 | $15,000 | NONPROFIT MISSION |
| HOPE OF MOORESVILLE | |||||
| 218 N ACADEMY ST | MOORESVILLE | NC | 28115 | $25,000 | NONPROFIT MISSION |
| HEARTS AND HANDS FOUNDATION | |||||
| 4040 CHESAPEAKE DR | CHARLOTTE | NC | 28216 | $12,000 | NONPROFIT MISSION |
| HEALTH REACH | |||||
| 400 E STATESVILLE AVE 300 | MOORESVILLE | NC | 28115 | $25,000 | NONPROFIT MISSION |
| DOVE HOUSE | |||||
| 2407 SIMONTON ROAD | STATESVILLE | NC | 28625 | $10,000 | NONPROFIT MISSION |
| CHRISTIAN MISSION | |||||
| 266 N BROAD ST | MOORESVILLE | NC | 28115 | $10,000 | NONPROFIT MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | HOPE AT THE LAKE IS A 501(C)(3) NON-PROFIT ORGANIZATION COMMITTED TO IMPROVING THE LIVES OF OUR LAKE NORMAN NEIGHBORS IN NEED. OUR MISSION IS TO FACILITATE A "COMMUNITY OF CARING" BY CONNECTING COMPASSIONATE DONORS WITH IMMEDIATE COMMUNITY NEED. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE TREASURER COMPILES AND COMPLETES THE HANDWRITTEN FORMS. THE INFORMATION IS PROVIDED TO A PROFESSIONAL ACCOUNTING FIRM TO COMPLETE THE OFFICIAL FORMS. THE TREASURER THEN REVIEWS THE COMPLETED FORMS BEFORE FILING THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAINTAINS A PUBLIC WEBSITE WITH CONTACT INFORMATION AND WILL PROVIDE REQUESTED INFORMATION AS IT BECOMES NECESSARY. |