STRATEGY STUDIO / PUBLIC DATA EXPLORER

HOPE AT THE LAKE FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HOPE AT THE LAKE FOUNDATION (EIN 20-1489132)
Tax period
2013-08-01 to 2014-07-31
Filed
2014-11-18
IRS object ID
201403229349200820
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-11-18T09:31:42-06:00ReturnTs
Tax Period End2014-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010609629PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1W MICHAEL ADAMS CPA PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1148 TORRENCE CHAPEL RDAddressLine1
CityMOORESVILLECity
StateNCState
ZIP Code28117ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201489132EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOPE AT THE LAKE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHOPEBusinessNameControlTxt
Phone7047999099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1631 BRAWLEY SCHOOL ROAD-PMB 307AddressLine1
Address Line2ROOM/SUITE 200BAddressLine2
CityMOORESVILLECity
StateNCState
ZIP Code28117ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE SMITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7047999099PhoneNum
Signature2014-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM M ADAMSPreparerPersonNm
PTINP00149005PTIN
Phone7047996559PhoneNum
Preparation2014-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.HOPE-LAKE.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$6,335GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$6,260ProgramServiceRevenueAmt
Investment Income$75InvestmentIncomeAmt
Total Revenue$6,335TotalRevenueAmt
Grants And Similar Amounts Paid$28,500GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$2,071OtherExpensesTotalAmt
Total Expenses$30,571TotalExpensesAmt
Excess Or Deficit For Year-$24,236ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$96,395NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,159NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$96,395BOYAmt
EOY$72,159EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$96,395BOYAmt
EOY$72,159EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$96,395BOYAmt
EOY$72,159EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeHOPE AT THE LAKE FOUNDATION'S MISSION IS TO UTILIZE COMMUNITY RESOURCES TO BENEFIT LOCAL ORGANIZATIONS WHOSE PRIMARY FOCUS IS TO IMPROVE THE CONDITION OF THOSE INDIVIDUALS SUFFERING FROM CANCER, TO IMPROVE THE WELFARE OF CHILDREN AND PROVIDE A BETTER ENVIRONMENT THROUGH COMMUNITY SERVICE. GRANTS/MONIES PAID TO VARIOUS LOCAL CHARITIES - 28,500.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
GRANTS/MONIES PAID TO VARIOUS LOCAL CHARITIES - SAFE ALLIANCE; CHILDREN'S HOMES OF IREDELL CO., CLASSROOM CENTRAL, PURPLE HEART HOMES, SCAN. 28,500.$28,500$29,147
SEE STATEMENT 2.$194
FieldValueIRS element (for citing)
Total Program Service Expenses$29,341TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARJORIE SMITH
PRESIDENT5.00$0
GREG JACKSON
TREASURER5.00$0
BRYAN GIBSON
VICE PRESIDE5.00$0
SARAH DODD
SECRETARY5.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARJORIE SMITHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1631 BRAWLEY SCHOOL ROADAddressLine1
CityMOORESVILLECity
StateNCState
ZIP Code28117ZIPCode
FieldValueIRS element (for citing)
Phone7047999099PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$375,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,548CurrentTaxYearMinus2YearsAmt
Total$693,330TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$138CurrentTaxYearMinus1YearAmt
Current Tax Year$75CurrentTaxYearAmt
Total$451TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$129,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,198CurrentTaxYearMinus1YearAmt
Current Tax Year$6,260CurrentTaxYearAmt
Total$226,093TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$375,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,336CurrentTaxYearMinus1YearAmt
Current Tax Year$6,335CurrentTaxYearAmt
Total$919,874TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$919,874PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$375,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,336CurrentTaxYearMinus1YearAmt
Current Tax Year$6,335CurrentTaxYearAmt
Total$919,874TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES BANK SERVICE FEES 35 INSURANCE EXPENSE 795 CHOICE BOX 194 LICENSES 50 GALA EXPENSE 21 POLAR PLUNGE EXPENS 626 ACCOUNTING 350 TOTAL 2,071
FORM 990-EZ, PART IIIHOPE AT THE LAKE FOUNDATION'S MISSION IS TO UTILIZE COMMUNITY RESOURCES TO BENEFIT LOCAL ORGANIZATIONS WHOSE PRIMARY FOCUS IS TO IMPROVE THE CONDITION OF THOSE INDIVIDUALS SUFFERING FROM CANCER, TO IMPROVE THE WELFARE OF CHILDREN AND PROVIDE A BETTER ENVIRONMENT THROUGH COMMUNITY SERVICE. GRANTS/MONIES PAID TO VARIOUS LOCAL CHARITIES - 28,500.
FORM 990-EZ, PART III, LINE 31SEE STATEMENT 2.

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

MARJORIE SMITH
GREG JACKSON
BRYAN GIBSON
SARAH DODD