STRATEGY STUDIO / PUBLIC DATA EXPLORER

HOPE AT THE LAKE FOUNDATION

Cite this

Plain text HOPE AT THE LAKE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/201489132. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). HOPE AT THE LAKE FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/201489132

MLA “HOPE AT THE LAKE FOUNDATION.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/201489132. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $243K · expenses $226K · assets $82K

EIN
20-1489132
Address
631 BRAWLEY SCHOOL RD 300PMB 307, MOORESVILLE, NC 28117-6204
Website
HOPEATTHELAKE.ORG
NTEE code
G12
Subsection
501(c)(3)
Ruling year
2005
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 21 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

21 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Frank Baldasare VICE PRESIDE2022-2024 Not reported $0 reported 1
Caroline Dewitt SECRETARY/SO2022-2024 Not reported $0 reported 1
Laura Garrison TREASURER2023-2024 Not reported $0 reported 1
Forrest Wilson PRESIDENT2020-2024 Not reported $0 reported 1
Jessica Babington (former) CHAIR MARKET2022-2023 0 $0 reported 1
Mike Buccialia (former) CHAIR GRANTS2022-2023 0 $0 reported 1
Reed Sapp (former) CHAIR FUNDRA2023 0 $0 reported 1
Russell Hodge (former) EVENTS2023 0 $0 reported 1
Josh Dhanpal (former) CIRCLE OF HO2023 0 $0 reported 1
Jeff Humes (former) CHAIR FUNDRAISING2022 0 $0 reported 1
Tim Kiene (former) EVENTS2022 0 $0 reported 1
Carriann Williams (former) TREASURER2022 5 $0 reported 1
Becki Van Gelder (former) SECRETARY2022 0 $0 reported 1
Terry J Tyler (former) TREASURER2021 5 $0 reported 1
Richard C Grove (former) TREASURER2020 5 $0 reported 1
Marjorie Smith (former) PRESIDENT2010-2013 5 $0 reported 1
Greg Jackson (former) TREASURER2013 5 $0 reported 1
Bryan Gibson (former) VICE PRESIDE2013 5 $0 reported 1
Sarah Dodd (former) SECRETARY2013 5 $0 reported 1
Joe Tilton (former) CHAIRMAN2009-2011 8 $0 reported 1
Ed Cook (former) TREASURER2009 0 $0 reported 1

People by year

2024 · 4 people listed · none paid · 0 employees · 30 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK BALDASARE VICE PRESIDE- $0$0$0 $01
CAROLINE DEWITT SECRETARY/SO- $0$0$0 $01
LAURA GARRISON TREASURER- $0$0$0 $01
FORREST WILSON PRESIDENT- $0$0$0 $01
2023 · 9 people listed · none paid · 0 employees · 30 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FORREST WILSON PRESIDENT5 $0$0$0 $01
FRANK BALDASARE VICE PRESIDE0 $0$0$0 $01
LAURA GARRISON TREASURER5 $0$0$0 $01
CAROLINE DEWITT SECRETARY/SO0 $0$0$0 $01
JESSICA BABINGTON CHAIR MARKET0 $0$0$0 $01
MIKE BUCCIALIA CHAIR GRANTS0 $0$0$0 $01
REED SAPP CHAIR FUNDRA0 $0$0$0 $01
RUSSELL HODGE EVENTS0 $0$0$0 $01
JOSH DHANPAL CIRCLE OF HO0 $0$0$0 $01
2022 · 9 people listed · none paid · 0 employees · 30 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JESSICA BABINGTON CHAIR MARKETING0 $0$0$0 $01
MIKE BUCCIALIA CHAIR GRANTS0 $0$0$0 $01
JEFF HUMES CHAIR FUNDRAISING0 $0$0$0 $01
CAROLINE DEWITT SOCIAL MEDIA0 $0$0$0 $01
TIM KIENE EVENTS0 $0$0$0 $01
FORREST WILSON PRESIDENT5 $0$0$0 $01
FRANK BALDASARE VICE PRESIDENT0 $0$0$0 $01
CARRIANN WILLIAMS TREASURER5 $0$0$0 $01
BECKI VAN GELDER SECRETARY0 $0$0$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FORREST WILSON PRESIDENT5 $0-$0 $01
TERRY J TYLER TREASURER5 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FORREST WILSON PRESIDENT5 $0-$0 $01
RICHARD C GROVE TREASURER5 $0-$0 $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARJORIE SMITH PRESIDENT5 $0-- $01
GREG JACKSON TREASURER5 $0-- $01
BRYAN GIBSON VICE PRESIDE5 $0-- $01
SARAH DODD SECRETARY5 $0-- $01
2011 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOE TILTON CHAIRMAN8 $0-- $01
MARJORIE SMITH TREASURER8 $0-- $01
2010 · 2 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOE TILTON CHAIRMAN10 $0$0$0 $01
MARJORIE SMITH TREASURER10 $0$0$0 $01
2009 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOE TILTON CHAIRMAN0 $0-- $01
ED COOK TREASURER0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 7 grants to organizations · $171K

Listed grants add up to $171,000; the return's “grants paid” expense line says $201,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 8 grants to organizations · $122K

Listed grants add up to $122,000; the return's “grants paid” expense line says $153,650. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 5 grants to organizations · $73K

Listed grants add up to $73,100; the return's “grants paid” expense line says $104,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-07-31 · view filing · original 990 ↗
$242,740$225,603 $82,266$82,266 $30,576$0 -030
2023 · Form 990 period ending 2024-07-31 · view filing · original 990 ↗
$131,685$162,923 $66,392$66,392 $86,453$0 -030
2022 · Form 990 period ending 2023-07-31 · view filing · original 990 ↗
$135,686$113,039 $97,630$97,630 $37,711$0 $0030
2021 · Form 990EZ period ending 2022-07-31 · view filing · original 990 ↗
$72,322$64,615 $74,983$74,983 $22,750$49,555 ---
2020 · Form 990EZ period ending 2021-07-31 · view filing · original 990 ↗
$70,543$40,681 $67,276$67,276 $16,502$54,039 ---
2013 · Form 990EZ period ending 2014-07-31 · view filing · original 990 ↗
$6,335$30,571 $72,159$72,159 -$6,260 ---
2011 · Form 990EZ period ending 2012-07-31 · view filing · original 990 ↗
$135,421$186,419 $95,535$95,535 $5,548$129,635 ---
2010 · Form 990 period ending 2011-07-31 · view filing · original 990 ↗
$311,922$306,827 $146,533$146,533 $8,838$302,583 -0-
2009 · Form 990EZ period ending 2010-07-31 · view filing · original 990 ↗
$375,860$318,699 $186,718$141,438 -$375,717 ---

Funders of this organization

5 grantors reported grants to this organization, $101,561 in all, tax years 2012 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor Exact 2022-2024 3$52,700 2024$22,700
show
GRACE HOSPICE FOUNDATION INC Public charity Exact 2016-2018 3$45,700 2018$12,000
show
JENA AND BOB GALLAGHER FOUNDATION Private foundation Fuzzy filed as “HOPE AT THE LAKE FOUNDATION” 2022 1$2,500 2022$2,500
show
THE CURETIVITY FOUNDATION Public charity Exact 2012 1$500 2012$500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “HOPE AT THE LAKE FOUNDATION” 2020-2023 4$161 2023$59
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HOPE FOR HEMIPLEGIA INCNCG12 $200,938$158,750 CO-FOUNDER/PRESIDENT$0 Same NTEE code G12, revenue within 2x, same state
TEAL DIVANCG12 $309,414$238,048 Executive Dir.$62,500 Same NTEE code G12, revenue within 2x, same state
1 OF US INCNCG12 $351,518$471,674 EXECUTIVE DI$70,000 Same NTEE code G12, revenue within 2x, same state
FISHIN FOR A CURENCG12 $265,692$308,314 Coordinator of Development and Operations$28,830 Same NTEE code G12, revenue within 2x, same state
BRETTS RIDE FOR RHABDONCG12 $140,411$148,800 PRESIDENT$0 Same NTEE code G12, revenue within 2x, same state
DDX3X FOUNDATIONDEG12 $387,101$452,612 SECRETARY, T$0 Same NTEE code G12, revenue within 2x
HANK POORE FOUNDATIONALG12 $163,020$156,761 MEMBER$0 Same NTEE code G12, revenue within 2x
THE LIMB PRESERVATION FOUNDATIONCOG12 $438,945$521,659 EXECUTIVE DI$134,760 Same NTEE code G12, revenue within 2x
THE NIEKRO ANEURYSM AND AVM FOUNDATIONTXG12 $252,971$250,023 EXECUTIVE DIRECTOR$90,385 Same NTEE code G12, revenue within 2x
FACE THE FUTURE FOUNDATIONILG12 $155,418$153,024 Director$0 Same NTEE code G12, revenue within 2x
ALLYSON WHITNEY FOUNDATION INCFLG12 $163,628$139,405 CCO$0 Same NTEE code G12, revenue within 2x
ISHAN FOUNDATION INCCAG12 $122,681$103,566 CEO$0 Same NTEE code G12, revenue within 2x
P4 FOUNDATION INCGAG12 $145,869$125,507 Executive Director$4,800 Same NTEE code G12, revenue within 2x
EJ AUTISM FOUNDATIONNYG12 $159,654$42,759 President$0 Same NTEE code G12, revenue within 2x
GENTRY FOUNDATIONAZG12 $262,034$392,705 President/Executive Director$0 Same NTEE code G12, revenue within 2x
OUTPACING MELANOMA FOUNDATIONKSG12 $131,799$183,523 President$0 Same NTEE code G12, revenue within 2x
ARMER FOUNDATION FOR KIDSAZG12 $201,837$199,017 Founder$38,462 Same NTEE code G12, revenue within 2x
A STEADY HAND FOUNDATION INCSCG12 $163,994$191,109 DIRECTOR + S$5,449 Same NTEE code G12, revenue within 2x
THE DLH FOUNDATIONAZG12 $230,817$5,571 CHAIRMAN/PRESIDENT$0 Same NTEE code G12, revenue within 2x, similar name
VISION FOR TOMORROW FOUNDATIONILG12 $185,991$169,171 PRESIDENT$0 Same NTEE code G12, revenue within 2x
KATE AMATO FOUNDATION INCFLG12 $323,155$326,048 DIRECTOR, PR$0 Same NTEE code G12, revenue within 2x
ISAAC FOUNDATIONWAG12 $285,953$303,413 Executive Dir.$48,479 Same NTEE code G12, revenue within 2x
HARPEY K FOUNDATIONPAG12 $400,982$175,469 PRESIDENT$0 Same NTEE code G12, revenue within 2x
BRADY HOPE FROM THE HEARTTXG12 $201,682$96,433 PRESIDENT$0 Same NTEE code G12, revenue within 2x
RACE CANCER FOUNDATION INCMAG12 $267,922$305,824 President and Director$10,000 Same NTEE code G12, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FORGOOD INC DAF sponsor$1,554,66282 262011–2024 PRADER-WILLI CALIFORNIA FOUNDATION; JACK MCGOVERN COATS DISEASE FOUNDATION; TY LOUIS CAMPBELL FOUNDATION INC; DDX3X FOUNDATION and 22 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,276,45794 332016–2024 MS HOPE FOR A CURE INC; MORGAN HOFFMANN FOUNDATION; MADDIE KRAMER FOUNDATION; THE LIMB PRESERVATION FOUNDATION and 29 more
PAYPAL CHARITABLE GIVING FUND DAF sponsor$709,58536 162018–2024 MADDIE KRAMER FOUNDATION; NATIONAL CMV FOUNDATION INC; EJ AUTISM FOUNDATION; TY LOUIS CAMPBELL FOUNDATION INC and 12 more
NATIONAL PHILANTHROPIC TR DAF sponsor$686,42535 132015–2024 MORGAN HOFFMANN FOUNDATION; MS HOPE FOR A CURE INC; CHRIS CARRINO FOUNDATION FOR FSHD INC; PARKINSON COUNCIL and 9 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$660,0006 32013–2022 DDX3X FOUNDATION; BRIDGE TO HEALING FOUNDATION INC; SSADH ASSOCIATION INC
COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC DAF sponsor$540,75018 12020–2024 BRIDGE TO HEALING FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$522,65638 192016–2024 CONNIE DWYER BREAST CANCER FOUNDATION; PARKINSON COUNCIL; MINNESOTA COLORECTAL CANCER RESEARCH FOUNDATION; MADDIE KRAMER FOUNDATION and 15 more
COLORADO GIVES FOUNDATION DAF sponsor$500,24320 32011–2024 THE LIMB PRESERVATION FOUNDATION; HOPE LIVES THE LYDIA DODY BREAST CANCER SUPPORT CENTER; LOVE HOPE STRENGTH INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$367,83339 182019–2024 BIKE THE US FOR MS INC; MINNESOTA COLORECTAL CANCER RESEARCH FOUNDATION; PARKINSON COUNCIL; NATIONAL CMV FOUNDATION INC and 14 more
CHARITIES AID FOUNDATION AMERICA DAF sponsor$353,58715 122018–2024 MADDIE KRAMER FOUNDATION; KATE AMATO FOUNDATION INC; LOVE HOPE STRENGTH INC; MINNESOTA COLORECTAL CANCER RESEARCH FOUNDATION and 8 more
NATIONAL CHARITABLE ENDOWMENT INC DAF sponsor$250,0003 12022–2024 LOVE HOPE STRENGTH INC
THE STORR FAMILY FOUNDATION Private foundation$247,0003 12014–2016 PRADER-WILLI CALIFORNIA FOUNDATION
COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC DAF sponsor$225,0002 12023–2024 BRIDGE TO HEALING FOUNDATION INC
TIDES FOUNDATION DAF sponsor$220,0003 12020–2022 LOVE HOPE STRENGTH INC
MCDONNELL FAMILY FOUNDATION Private foundation$187,5004 12015–2018 THE LIMB PRESERVATION FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $225,603 spent · pay $0 · grants $201,000 · events $126,491
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $201,000$201,000-- 89.1%
Fees: other services $20,117-$20,117- 8.9%
Other (as described)CIRCLE OF HOPE EXPENSES $4,486-$4,486- 2.0%
Fundraising events Eventdirect expenses; gross income $338,652$126,491reported apart
Total$225,603100%

View the filing

2023 · Form 990 · $162,923 spent · pay $0 · grants $153,650 · events $77,769
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $153,650$153,650-- 94.3%
Other (as described)FOOD & BEVERAGE $4,975--$4,975 3.1%
Fees: other services $4,216-$4,216- 2.6%
Other (as described)CREDIT CARD FEES $82--$82 0.1%
Fundraising events Eventdirect expenses; gross income $122,982$77,769reported apart
Total$162,923100%

View the filing

2022 · Form 990 · $113,039 spent · pay $0 · grants $104,000 · events $78,564
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $104,000$104,000-- 92.0%
Fees: other services $4,609-$4,609- 4.1%
Information technology $2,201-$2,201- 1.9%
Insurance $846-$846- 0.7%
Advertising and promotion $708-$708- 0.6%
Office expenses $350-$350- 0.3%
Fees: accounting $325-$325- 0.3%
Fundraising events Eventdirect expenses; gross income $176,510$78,564reported apart
Total$113,039100%

View the filing

2021 · Form 990EZ · $64,615 spent · pay $0 · grants $59,000 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $59,000 91.3%
Printing, publications, postage $2,700 4.2%
Other expenses (detail on Schedule O) $2,640 4.1%
Fees to independent contractors $275 0.4%
Total$64,615100%

View the filing

2020 · Form 990EZ · $40,681 spent · pay $0 · grants $37,866 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $37,866 93.1%
Other expenses (detail on Schedule O) $2,815 6.9%
Total$40,681100%

View the filing

2013 · Form 990EZ · $30,571 spent · pay $0 · grants $28,500 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $28,500 93.2%
Other expenses (detail on Schedule O) $2,071 6.8%
Total$30,571100%

View the filing

2011 · Form 990EZ · $186,419 spent · pay $0 · grants $145,716 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $145,716 78.2%
Other expenses (detail on Schedule O) $40,703 21.8%
Total$186,419100%

View the filing

2010 · Form 990 · $306,827 spent · pay $0 · grants $275,532 · events $25,335
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $275,532$275,532-- 89.8%
Other (as described) EventGALA EXPENSES $25,335$25,335-- 8.3%
Other (as described)POLAR PLUNGE $1,661$1,661-- 0.5%
All other expenses $1,567-$1,567- 0.5%
Other (as described)WEB SITE $1,095-$1,095- 0.4%
Other (as described)CREDIT CARD PROCESSING $862-$862- 0.3%
Other (as described)LICENSES $775-$775- 0.3%
Total$306,827100%

View the filing

2009 · Form 990EZ · $318,699 spent · pay $0 · grants $74,980 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $243,719 76.5%
Grants and similar amounts paid $74,980 23.5%
Total$318,699100%

View the filing