STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

LAKEWOOD FOUNDATION

2024 · Form 990 · revenue $641K · expenses $428K · assets $3.2M

EIN
31-1529669
Address
16024 MADISON AVE, LAKEWOOD, OH 44107-5616
Website
THELAKEWOODFOUNDATION.ORG
NTEE code
T11
Subsection
501(c)(3)
Ruling year
2014
Cross-check
ProPublica Nonprofit Explorer

Mission

THE LAKEWOOD FOUNDATION IS A PRIVATE, NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATION. THE LAKEWOOD FOUNDATION ENHANCES THE LIVES OF LAKEWOOD RESIDENTS BY SERVING AS THE FISCAL AGENT FOR SERVICE GROUPS AND CITY DEPARTMENTS. THE TRUSTEES OF THE LAKEWOOD FOUNDATION ASSIST AND SUPPORT SPECIAL PROJECTS THEY BELIEVE WILL FURTHER THE WELL BEING OF THE LAKEWOOD COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

No one listed on these returns was paid.

Unpaid officers and directors · 35 people
NameLatest titleYearsOrganizations
Karen Lee PRESIDENT2012-2024 2
Michael Bentley DIRECTOR2018-2024 4
Lindsey Grdina VICE PRESIDE2023-2024 1
Cynthia Costello TREASURER2017-2024 1
Nora Katzenberger SECRETARY2018-2024 2
Kathy Haber DIRECTOR2017-2024 1
Athena Loughrin DIRECTORT2024 1
Betsy Shaughnessy DIRECTOR2011-2024 1
Judy Wright DIRECTOR2024 1
John Zanghi DIRECTOR2021-2024 1
Kristin Harwell (former) DIRECTORT2019-2023 1
Lindset Grdina (former) DIRECTOR2022 1
Lindsay Grdina (former) DIRECTOR2021 1
Lenore Kline (former) DIRECTOR2019-2020 1
John Zangbi (former) DIRECTOR2019-2020 1
Kaprice Holloway (former) VICE PRESIDE2012-2019 2
Maria Shinn (former) DIRECTOR2012-2019 6
Paulette Mcmonagle (former) DIRECTOR2013-2018 1
Steve Clark (former) TREASURER2010-2017 3
Beth Anthony (former) DIRECTOR2016-2017 1
Charles Brown (former) DIRECTOR2015-2017 1
Kathleen Haber (former) President2010-2016 1
Cindy Costello (former) Trustee2013-2016 1
Antoinette Gelsomino (former) Director2013-2016 1
Laura Schuerger (former) Admin Assistant2013-2016 1
Steve Greenwell (former) Secretary2010-2015 4
Gerilynn Bryan (former) TRUSTEE2013-2014 1
Ed Herman (former) Trustee2013 1
Mary Ellen Grady (former) Trustee2010-2012 1
Harry Lieben (former) Treasurer2010-2012 1
Martha Bakoss (former) Secretary2010-2012 2
K Holloway (former) Trustee2011 1
K Lee (former) Trustee2011 1
James Walworth (former) Trustee2010 1
Betsy Shauhnessy (former) Vice President2010 1

People by year

2024 · 10 people listed · none paid · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LEE PRESIDENT2 $0$0$0 $02
LINDSEY GRDINA VICE PRESIDE2 $0$0$0 $01
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
NORA KATZENBERGER SECRETARY2 $0$0$0 $02
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
KATHY HABER DIRECTOR2 $0$0$0 $01
ATHENA LOUGHRIN DIRECTORT2 $0$0$0 $01
BETSY SHAUGHNESSY DIRECTOR2 $0$0$0 $01
JUDY WRIGHT DIRECTOR2 $0$0$0 $01
JOHN ZANGHI DIRECTOR2 $0$0$0 $01
2023 · 9 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LEE PRESIDENT2 $0$0$0 $02
LINDSEY GRDINA VICE PRESIDE2 $0$0$0 $01
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
NORA KATZENBERGER SECRETARY2 $0$0$0 $02
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
KATHY HABER DIRECTOR2 $0$0$0 $01
KRISTIN HARWELL DIRECTORT2 $0$0$0 $01
BETSY SHAUGHNESSY DIRECTOR2 $0$0$0 $01
JOHN ZANGHI DIRECTOR2 $0$0$0 $01
2022 · 9 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LEE PRESIDENT2 $0$0$0 $02
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
NORA KATZENBERGER SECRETARY2 $0$0$0 $02
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
LINDSET GRDINA DIRECTOR2 $0$0$0 $01
KATHY HABER DIRECTOR2 $0$0$0 $01
KRISTIN HARWELL DIRECTORT2 $0$0$0 $01
BETSY SHAUGHNESSY DIRECTOR2 $0$0$0 $01
JOHN ZANGHI DIRECTOR2 $0$0$0 $01
2021 · 9 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LEE PRESIDENT2 $0$0$0 $02
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
NORA KATZENBERGER SECRETARY2 $0$0$0 $02
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
LINDSAY GRDINA DIRECTOR2 $0$0$0 $01
KATHY HABER DIRECTOR2 $0$0$0 $01
KRISTIN HARWELL DIRECTORT2 $0$0$0 $01
BETSY SHAUGHNESSY DIRECTOR2 $0$0$0 $01
JOHN ZANGHI DIRECTOR- $0$0$0 $01
2020 · 9 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN M LEE PRESIDENT2 $0$0$0 $02
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
NORA KATZENBERGER SECRETARY2 $0$0$0 $02
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
KATHY HABER DIRECTOR2 $0$0$0 $01
KRISTIN HARWELL DIRECTORT2 $0$0$0 $01
LENORE KLINE DIRECTOR2 $0$0$0 $01
BETSY SHAUGHNESSY DIRECTOR- $0$0$0 $01
JOHN ZANGBI DIRECTOR2 $0$0$0 $01
2019 · 11 people listed · none paid · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN M LEE PRESIDENT2 $0$0$0 $02
KAPRICE HOLLOWAY VICE PRESIDE2 $0$0$0 $02
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
NORA KATZENBERGER SECRETARY2 $0$0$0 $02
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
KATHY HABER DIRECTOR2 $0$0$0 $01
KRISTIN HARWELL DIRECTORT2 $0$0$0 $01
LENORE KLINE DIRECTOR2 $0$0$0 $01
BETSY SHAUGHNESSY DIRECTOR2 $0$0$0 $01
MARIA SHINN DIRECTOR2 $0$0$0 $06
JOHN ZANGBI DIRECTOR2 $0$0$0 $01
2018 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN M LEE PRESIDENT/SE2 $0$0$0 $02
BETSY SHAUGHNESSY VICE PRESIDE2 $0$0$0 $01
CYNTHIA COSTELLO TREASURER2 $0$0$0 $01
MICHAEL BENTLEY DIRECTOR2 $0$0$0 $04
KATHY HABER DIRECTOR2 $0$0$0 $01
KAPRICE HOLLOWAY DIRECTOR2 $0$0$0 $02
NORA KATZENBERGER DIRECTOR2 $0$0$0 $02
PAULETTE MCMONAGLE DIRECTOR2 $0$0$0 $01
MARIA SHINN DIRECTOR2 $0$0$0 $06
2017 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHY HABER PRESIDENT4 $0$0$0 $01
BETSY SHAUGHNESSY VICE PRESIDE2 $0$0$0 $01
STEVE CLARK TREASURER2 $0$0$0 $03
KAREN LEE SECRETARY2 $0$0$0 $02
BETH ANTHONY DIRECTOR2 $0$0$0 $01
MARIA SHINN DIRECTOR2 $0$0$0 $06
PAULETTE MCMONAGLE DIRECTOR2 $0$0$0 $01
KAPRICE HOLLOWAY DIRECTOR2 $0$0$0 $02
CYNTHIA COSTELLO DIRECTOR2 $0$0$0 $01
CHARLES BROWN DIRECTOR2 $0$0$0 $01
2016 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN HABER President4 $0$0$0 $01
BETSY SHAUGHNESSY Vice President2 $0$0$0 $01
Karen Lee Secretary2 $0$0$0 $02
Steve Clark Treasurer2 $0$0$0 $03
Beth Anthony Trustee2 $0$0$0 $01
Charles Brown Trustee2 $0$0$0 $01
Cindy Costello Trustee2 $0$0$0 $01
Kaprice Holloway Trustee2 $0$0$0 $02
Paulette McMonagle Trustee2 $0$0$0 $01
Maria Shinn Trustee2 $0$0$0 $06
Antoinette Gelsomino Director2 $0$0$0 $01
Laura Schuerger Admin Assistant2 $0$0$0 $01
2015 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN HABER President4 $0$0$0 $01
BETSY SHAUGHNESSY Vice President2 $0$0$0 $01
Steve Greenwell Secretary2 $0$0$0 $04
Steve Clark Treasurer2 $0$0$0 $03
Cindy Costello Trustee2 $0$0$0 $01
Kaprice Holloway Trustee2 $0$0$0 $02
Karen Lee Trustee2 $0$0$0 $02
Paulette McMonagle Trustee2 $0$0$0 $01
Maria Shinn Trustee2 $0$0$0 $06
Antoinette Gelsomino Director2 $0$0$0 $01
Laura Schuerger Admin Assistant2 $0$0$0 $01
Charles Brown Trustee2 $0$0$0 $01
2014 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN HABER PRESIDENT4 $0$0$0 $01
BETSY SHAUGHNESSY VICE PRESIDENT2 $0$0$0 $01
STEVE GREENWELL SECRETARY2 $0$0$0 $04
STEVE CLARK TREASURER2 $0$0$0 $03
GERILYNN BRYAN TRUSTEE2 $0$0$0 $01
CINDY COSTELLO TRUSTEE2 $0$0$0 $01
KAPRICE HOLLOWAY TRUSTEE2 $0$0$0 $02
KAREN LEE TRUSTEE2 $0$0$0 $02
PAULETTE MCMONAGLE TRUSTEE2 $0$0$0 $01
MARIA SHINN TRUSTEE2 $0$0$0 $06
ANTOINETTE GELSOMINO DIRECTOR2 $0$0$0 $01
LAURA SCHUERGER ADMIN ASSISTANT2 $0$0$0 $01
2013 · 13 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN HABER President4 $0$0$0 $01
BETSY SHAUGHNESSY Vice President2 $0$0$0 $01
Steve Greenwell Secretary2 $0$0$0 $04
Steve Clark Treasurer2 $0$0$0 $03
Gerilynn Bryan Trustee2 $0$0$0 $01
Cindy Costello Trustee2 $0$0$0 $01
Ed Herman Trustee2 $0$0$0 $01
Kaprice Holloway Trustee2 $0$0$0 $02
Karen Lee Trustee2 $0$0$0 $02
Paulette McMonagle Trustee2 $0$0$0 $01
Maria Shinn Trustee2 $0$0$0 $06
Antoinette Gelsomino Director2 $0$0$0 $01
Laura Schuerger Admin Assistant2 $0$0$0 $01
2012 · 10 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
maria shinn Trustee2 $0$0$0 $06
STEVE GREENWELL Trustee2 $0$0$0 $04
Kaprice Holloway Trustee2 $0$0$0 $02
MARY ELLEN GRADY Trustee2 $0$0$0 $01
STEVE CLARK Trustee2 $0$0$0 $03
Karen Lee Trustee2 $0$0$0 $02
HARRY LIEBEN Treasurer2 $0$0$0 $01
MARTHA BAKOSS Secretary2 $0$0$0 $02
BETSY SHAUGHNESSY Vice President2 $0$0$0 $01
KATHLEEN HABER President4 $0$0$0 $01
2011 · 9 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE GREENWELL Trustee2 $0$0$0 $04
K Holloway Trustee2 $0$0$0 $01
MARY ELLEN GRADY Trustee2 $0$0$0 $01
STEVE CLARK Trustee2 $0$0$0 $03
K Lee Trustee2 $0$0$0 $01
HARRY LIEBEN Treasurer2 $0$0$0 $01
MARTHA BAKOSS Secretary2 $0$0$0 $02
BETSY SHAUGHNESSY Vice President2 $0$0$0 $01
KATHLEEN HABER President4 $0$0$0 $01
2010 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE GREENWELL Trustee2 $0$0$0 $04
STEVE CLARK Trustee2 $0$0$0 $03
MARY ELLEN GRADY Trustee2 $0$0$0 $01
MARTHA BAKOSS Secretary2 $0$0$0 $02
KATHLEEN HABER President4 $0$0$0 $01
JAMES WALWORTH Trustee2 $0$0$0 $01
HARRY LIEBEN Treasurer2 $0$0$0 $01
BETSY SHAUHNESSY Vice President2 $0$0$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 · 1 grant to organizations · $105K
2023 · 1 grant to organizations · $13K
2022 · 1 grant to organizations · $21K
2021 · 1 grant to organizations · $80K

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.

Grants received from DAF sponsors and foundations

26 grants to this organization reported by other filers, $8,629,235 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2025HEALTHY LAKEWOOD FOUNDATIONPublic charity $66,300COMMUNITY SUPPORTein view
2025CASTELE FAMILY FOUNDATIONPrivate foundation $2,000H2O Summer Campname and state view
2024HEALTHY LAKEWOOD FOUNDATIONPublic charity $79,600COMMUNITY PROGRAMSein view
2024NATIONAL RECREATION & PARK ASSOCIATIONPublic charity $17,500PROGRAM SUPPORTein view
2024CASTELE FAMILY FOUNDATIONPrivate foundation $2,000H2O Summer Campname and state view
2023HEALTHY LAKEWOOD FOUNDATIONPublic charity $48,500COMMUNITY PROGRAMSein view
2023COTABISH CHARITABLE TRUSTPrivate foundation $24,253GENERAL OPERATINGname and state view
2022HEALTHY LAKEWOOD FOUNDATIONPublic charity $41,330COMMUNITY PROGRAMSein view
2022COTABISH CHARITABLE TRUSTPrivate foundation $24,253GENERAL OPERATINGname and state view
2022CITIZENS CHARITABLE FOUNDATIONPrivate foundation $25MATCHING GIFTname and state view
2021CLEVELAND CLINIC FOUNDATIONPublic charity $4,100,000COMMUNITY SUPPORTein view
2021THE CLEVELAND CLINIC FOUNDATIONPublic charity $4,100,000COMMUNITY SUPPORTein view
2021FORGOOD INCDAF sponsor $5,525UNRESTRICTEDein view
2021AMAZONSMILE FOUNDATIONPrivate foundation $31GENERAL SUPPORTname and state view
2020HEALTHY LAKEWOOD FOUNDATIONPublic charity $85,000LKWD HUMAN SERV ASSTein view
2020THOMAS J & MARJORIE S GRAY FOUNDATIONPrivate foundation $20,000OPERATIONSname and state view
2020GIANT EAGLE FOUNDATIONPrivate foundation $5,000CHARITABLEname and state view
2020AMAZONSMILE FOUNDATIONPrivate foundation $29GENERAL SUPPORTname and state view
2019S&P GLOBAL FOUNDATIONPrivate foundation $25GENERAL SUPPORT OF IMPROVING LIVE WITHIN THE COMMUNITY SERVED.name and state view
2018BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $250PROGRAM/OPERATING SUPPORTname and state view
2015COMMUNITY WEST FOUNDATIONDAF sponsor $11,000SEE PART IVein view
2013PINNACLE GARDENS FOUNDATIONPrivate foundation $1,000FINANCIAL SUPPORTname and state view
2012BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $100PROGRAM AND OPERATING SUPPORTname and state view
2010UNITED WAY OF GREATER CLEVELAND FUNDPublic charity $5,514DESIGNATIONSein view
2010The McGregor FoundationPrivate foundation -$7,500Refund.name and state view
2009The McGregor FoundationPrivate foundation -$2,500Refund.name and state view

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 2024-12-31 · view filing · original 990 ↗
$640,766$428,380 $3,192,802$3,142,802 $211,113$111,104 -015
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$547,787$248,878 $2,930,416$2,930,416 $143,437$97,003 -010
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$305,398$205,583 $2,631,507$2,631,507 $187,935$57,473 -010
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$232,823$269,051 $2,983,125$2,983,125 $89,472$50,531 -010
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$316,342$221,397 $2,851,119$2,828,361 $201,552$48,193 -010
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$2,000,210$167,309 $2,547,777$2,547,777 $1,831,638$97,053 -011
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$193,568$185,416 $595,570$595,570 $147,707$43,497 -09
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$185,708$168,651 $603,564$512,351 $148,113$35,120 -010
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$143,995$158,422 $549,796$465,318 $110,954$33,041 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$171,524$134,513 $532,944$459,041 $161,441$10,083 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$186,101$120,589 $525,145$427,097 $179,858$6,243 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$210,209$126,382 $435,630$350,082 $205,349$4,860 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$160,727$146,214 $321,810$240,297 $129,896$9,810 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$148,132$134,591 $295,043$225,784 $147,244$2,183 $00-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$220,307$165,303 $257,710$257,710 $129,197$86,030 $00-

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 · $428,380 spent · pay $0 · grants $105,105 · events $8,359
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $105,105$105,105-- 24.5%
Other (as described)H2O SUMMER CAMP $97,846$97,846-- 22.8%
Other (as described)DIRECT PROGRAMMING - TLF $51,532$51,532-- 12.0%
Other (as described)EMERGENCY ASSISTANCE $50,316$50,316-- 11.7%
All other expenses $47,319$47,319-- 11.0%
Other (as described)SPORTS/OTHER CONTRACTORS $37,404$37,404-- 8.7%
Fees: investment management $23,552-$23,552- 5.5%
Depreciation and depletion $7,026$7,026-- 1.6%
Fees: accounting $3,551-$3,551- 0.8%
Office expenses $3,323$2,991$332- 0.8%
Insurance $1,406-$1,406- 0.3%
Fundraising events Eventdirect expenses; gross income $8,359$8,359reported apart
Total$428,380100%

View the filing

2023 · Form 990 · $248,878 spent · pay $0 · grants $12,553 · events $8,881
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)DIRECT PROGRAMMING - TLF $49,879$49,879-- 20.0%
Other (as described)EMERGENCY ASSISTANCE $45,684$45,684-- 18.4%
Other (as described)LAKEWOOD AGING PROGRAMS $42,816$42,816-- 17.2%
Other (as described)SPORTS/OTHER CONTRACTORS $30,041$30,041-- 12.1%
Depreciation and depletion $29,053$29,053-- 11.7%
Fees: investment management $22,076-$22,076- 8.9%
Grants to US organizations and governments $12,553$12,553-- 5.0%
All other expenses $6,998$6,998-- 2.8%
Office expenses $5,328$4,795$533- 2.1%
Fees: accounting $4,450-$4,450- 1.8%
Fundraising events Eventdirect expenses; gross income $8,881$8,881reported apart
Total$248,878100%

View the filing

2022 · Form 990 · $205,583 spent · pay $0 · grants $20,677 · events $5,400
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)DIRECT PROGRAMMING - TLF $62,854$62,854-- 30.6%
Other (as described)LAKEWOOD AGING PROGRAMS $37,221$37,221-- 18.1%
Fees: investment management $22,061-$22,061- 10.7%
Grants to US organizations and governments $20,677$20,677-- 10.1%
Other (as described)H2O SUMMER CAMP $15,146$15,146-- 7.4%
Fees: other services $12,206$12,206-- 5.9%
Other (as described)SPORTS/OTHER CONTRACTORS $10,704$10,704-- 5.2%
Information technology $9,309$9,309-- 4.5%
All other expenses $7,856$7,856-- 3.8%
Depreciation and depletion $7,026$7,026-- 3.4%
Office expenses $523-$523- 0.3%
Fundraising events Eventdirect expenses; gross income $5,400$5,400reported apart
Total$205,583100%

View the filing

2021 · Form 990 · $269,051 spent · pay $0 · grants $80,052 · events $8,300
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)DIRECT PROGRAMMIN - TLF $85,593$85,593-- 31.8%
Grants to US organizations and governments $80,052$80,052-- 29.8%
Other (as described)SPORTS/OTHER CONTRACTORS $34,937$34,937-- 13.0%
Fees: investment management $21,284-$21,284- 7.9%
Other (as described)OTHER EXPENSES $12,878$12,878-- 4.8%
Other (as described)H2O SUMMER CAMP $8,763$8,763-- 3.3%
All other expenses $8,302$8,302-- 3.1%
Depreciation and depletion $7,026$7,026-- 2.6%
Occupancy $4,332$4,332-- 1.6%
Fees: accounting $4,100-$4,100- 1.5%
Insurance $1,253-$1,253- 0.5%
Office expenses $531-$531- 0.2%
Fundraising events Eventdirect expenses; gross income $8,300$8,300reported apart
Total$269,051100%

View the filing

2020 · Form 990 · $221,397 spent · pay $0 · grants $15,000 · events $7,491
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)TLF PROGRAMS $114,469$114,469-- 51.7%
Other (as described)MISCELLANEOUS $21,592$21,592-- 9.8%
Fees: other services $19,983$19,983-- 9.0%
Fees: investment management $17,470-$17,470- 7.9%
Grants to US individuals $15,000$15,000-- 6.8%
Occupancy $10,892$10,892-- 4.9%
Other (as described)LAKEWOOD AGING PROGRAMS $10,053$10,053-- 4.5%
Depreciation and depletion $7,026$7,026-- 3.2%
Fees: accounting $2,200-$2,200- 1.0%
Insurance $1,377-$1,377- 0.6%
Office expenses $944-$944- 0.4%
Other (as described) EventEVENT EXPENSE $391--$391 0.2%
Fundraising events Eventdirect expenses; gross income $7,100$7,100reported apart
Total$221,397100%

View the filing

2019 · Form 990 · $167,309 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)TLF PROGRAMS $64,220$64,220-- 38.4%
Other (as described)LAKEWOOD AGING PROGRAMS $40,157$40,157-- 24.0%
Other (as described)OUTSIDE CONTRACTORS-PROG $30,766$30,766-- 18.4%
Fees: investment management $11,892-$11,892- 7.1%
Occupancy $10,010$10,010-- 6.0%
Fees: other services $3,872$3,872-- 2.3%
Other (as described)MISCELLANEOUS $2,660$2,660-- 1.6%
Fees: accounting $1,600-$1,600- 1.0%
Insurance $1,502-$1,502- 0.9%
Office expenses $630-$630- 0.4%
Total$167,309100%

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2018 · Form 990 · $185,416 spent · pay $0 · grants $0 · events $15,709
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)TLF PROGRAMS $101,629$101,629-- 54.8%
Depreciation and depletion $31,253$31,253-- 16.9%
Other (as described)LAKEWOOD AGING PROGRAMS $22,571$22,571-- 12.2%
Other (as described)OUTSIDE CONTRACTORS-PROG $16,530$16,530-- 8.9%
Other (as described)FUNDRAISING $3,225--$3,225 1.7%
Office expenses $3,169-$3,169- 1.7%
Fees: other services $2,700$2,700-- 1.5%
Fees: accounting $1,600-$1,600- 0.9%
Insurance $1,502-$1,502- 0.8%
Fees: investment management $984-$984- 0.5%
Information technology $253$253-- 0.1%
Fundraising events Eventdirect expenses; gross income $15,709$15,709reported apart
Total$185,416100%

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2017 · Form 990 · $168,651 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)TLF PROGRAMS $122,835$122,835-- 72.8%
Other (as described)LAKEWOOD AGING PROGRAMS $35,500$35,500-- 21.0%
Fees: investment management $3,656-$3,656- 2.2%
Other (as described)FUNDRAISING $1,516--$1,516 0.9%
Insurance $1,502-$1,502- 0.9%
Fees: accounting $1,250-$1,250- 0.7%
Office expenses $1,249-$1,249- 0.7%
Fees: other services $1,024$1,024-- 0.6%
Information technology $119$119-- 0.1%
Total$168,651100%

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2016 · Form 990 · $158,422 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Program Services - TLF $90,218$90,218-- 56.9%
Other (as described)Program Services - Dona $56,340$56,340-- 35.6%
Fees: accounting $8,611-$8,611- 5.4%
Occupancy $3,233$3,233-- 2.0%
Other (as described)Program Services - Outr $20$20-- 0.0%
Total$158,422100%

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2015 · Form 990 · $134,513 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Program Services - TLF $85,482$85,482-- 63.5%
Other (as described)Program Services - Dona $39,974$39,974-- 29.7%
Fees: accounting $6,434-$6,434- 4.8%
Occupancy $2,504$2,504-- 1.9%
Other (as described)Program Services - Outr $119$119-- 0.1%
Total$134,513100%

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2014 · Form 990 · $120,589 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROGRAM SERVICES - TLF $75,879$75,879-- 62.9%
Other (as described)PROGRAM SERVICES - DONA $34,097$34,097-- 28.3%
Occupancy $6,101$6,101-- 5.1%
Fees: accounting $3,681-$3,681- 3.1%
Other (as described)PROGRAM SERVICES - OUTR $831$831-- 0.7%
Total$120,589100%

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2013 · Form 990 · $126,382 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Program Services - TLF $73,950$73,950-- 58.5%
Other (as described)Program Services - Donations $40,799$40,799-- 32.3%
Fees: accounting $6,500-$6,500- 5.1%
Occupancy $4,656$4,656-- 3.7%
Other (as described)Program Services - Outreach $477$477-- 0.4%
Total$126,382100%

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2012 · Form 990 · $146,214 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Program Services - TLF $100,067$100,067-- 68.4%
Other (as described)Program Services - Donations $38,303$38,303-- 26.2%
Fees: accounting $6,010-$6,010- 4.1%
Occupancy $1,429-$1,429- 1.0%
Other (as described)Program Services - Outreach $405$405-- 0.3%
Total$146,214100%

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2011 · Form 990 · $134,591 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Program Services - TLF $76,510$76,510-- 56.8%
Other (as described)Program Services - Donations $50,570$50,570-- 37.6%
Occupancy $3,445-$3,445- 2.6%
Fees: accounting $2,500-$2,500- 1.9%
Other (as described)Program Services - Outreach $1,566$1,566-- 1.2%
Total$134,591100%

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2010 · Form 990 · $165,303 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)High School program expenses $37,290$37,290-- 22.6%
Other (as described)Contractual Services $29,878$29,878-- 18.1%
Other (as described)Project expenses $28,565$28,565-- 17.3%
Other (as described)Transportation program expense $27,472$27,472-- 16.6%
Other (as described)Grant expenses $23,274$23,274-- 14.1%
Fees: accounting $9,000-$9,000- 5.4%
All other expenses $5,370$5,370-- 3.2%
Office expenses $3,354-$3,354- 2.0%
Occupancy $1,100$500$600- 0.7%
Total$165,303100%

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