2024-05-09T08:12:10-05:00 2023-09-30 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PKWY STE 875 BIRMINGHAM AL 35209 990 2022-10-01 260731767 LAKESHORE SUPPORT ORGANIZATION LAKE 2053137413 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 JOHN D KEMP PRESIDENT 2053137413 2024-05-08 1 JOHN KEMP 999009999 0 CLIF DANIEL CPA P01366450 2058027212 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN D KEMP 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 6021543 0 X N/A X 2007 AL THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 12 12 0 12 0 0 0 0 0 0 343272 162555 0 0 343272 162555 2000000 2000000 0 0 0 0 0 0 0 38182 27443 2038182 2027443 -1694910 -1864888 15507100 14666840 4400 2110 15502700 14664730 THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 0 0 2000000 2000000 THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 2000000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CATHY MILLER 2053137413 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 GREG JOHNSTON DIRECTOR AND CHAIRMAN 0.10 0.77 X X 0 0 0 GRAHAM SISSON JR DIRECTOR AND VICE CHAIRMAN 0.10 0.87 X X 0 0 0 FRANK H LONG JR DIRECTOR AND SECRETARY 0.10 0.77 X X 0 0 0 WILLIAM HORTON DIRECTOR AND TREASURER 0.10 0.87 X X 0 0 0 WALTER M BEALE JR DIRECTOR 0.10 0.68 X 0 0 0 JAY BRANDRUP DIRECTOR 0.10 0.68 X 0 0 0 WD FOSTER DIRECTOR 0.10 0.58 X 0 0 0 BRENDA M HACKNEY DIRECTOR 0.10 0.38 X 0 0 0 MARK S MCCOLL DIRECTOR 0.10 0.58 X 0 0 0 THOMAS SHUFFLEBARGER DIRECTOR 0.10 0.38 X 0 0 0 ALLISON STEPHENS DIRECTOR 0.10 0.68 X 0 0 0 ANDRE TAYLOR DIRECTOR 0.10 0.38 X 0 0 0 JOHN D KEMP PRESIDENT 0.10 40.00 X 0 316073 10825 CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICER 0.10 40.00 X 0 234683 21207 JEN ALLRED CHIEF PROGRAM OFFICER AND SPECIAL PROJECTS 0.10 40.00 X 0 189136 15134 AMY RAUWORTH CHIEF OF DEVELOPMENT AND STRATEGIC PARTNERSHIPS 0.00 40.00 X 0 174504 18856 ELIZABETH MOORE DIRECTOR OF COMMUNICATIONS 0.00 40.00 X 0 126510 16084 DEBBIE SMITH DIRECTOR OF HUMAN RESOURCES 0.00 40.00 X 0 123624 5545 LEON RYAN DIRECTOR OF DEVELOPMENT 0.00 40.00 X 0 110596 9477 KORHAN ALTIPARMAK CONTROLLER 0.00 40.00 X 0 108758 2810 CAROL KUTIK DIRECTOR OF FITNESS & HEALTH PROMOTIONS 0.00 40.00 X 0 100365 4097 0 1484249 104035 0 0 1 0 0 305576 305576 5715967 5858988 -143021 -143021 -143021 162555 0 0 162555 2000000 2000000 500 500 26943 26943 2027443 2000000 27443 0 2231 2231 7305921 6512590 8167126 8125386 31822 26633 15507100 14666840 4400 2110 4400 2110 X 15502700 14664730 15502700 14664730 15507100 14666840 -1864888 1026918 0 X X 0 1 X 1 0 X X X 1 LAKESHORE FOUNDATION 630288847 7 1 2000000 0 1 2000000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 POOLED EQUITY FUNDS 4821018 F POOLED FIXED INCOME FUNDS 3304368 F 8125386 X PART X, LINE 2: THE FOUNDATION AND THE LAKESHORE SUPPORT ORGANIZATION ACCOUNT FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS (ASC). THE FOUNDATION AND THE LAKESHORE SUPPORT ORGANIZATION HAVE DETERMINED THAT THEY DO NOT HAVE ANY TAX POSITIONS AT SEPTEMBER 30, 2023, THAT THEY WOULD BE UNABLE TO SUBSTANTIATE. TAX RETURNS FOR THE FOUNDATION AND LAKESHORE SUPPORT ORGANIZATION WERE FILED THROUGH THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. TAX RETURNS FOR THE FOUNDATION AND LAKESHORE SUPPORT ORGANIZATION FOR THE FISCAL YEAR 2020 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION. 1 LAKESHORE FOUNDATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 630288847 501(C)(3) 2000000 0 TO SUPPORT ACTIVITIES AND PROGRAMS PART I, LINE 2: GRANTS ARE MADE ONLY TO LAKESHORE FOUNDATION AND ARE APPROVED BY THE LAKESHORE SUPPORT ORGANIZATION BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. THE LAKESHORE FOUNDATION'S EXECUTIVE COMMITTEE SERVES AS THE LAKESHORE SUPPORT ORGANIZATION'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE PERIODICALLY RECEIVES BOTH PROGRAM AND FINANCIAL REPORTS REGARDING THE OPERATIONS OF LAKESHORE FOUNDATION. 0 0 0 0 0 0 0 0 0 JOHN D KEMP PRESIDENT 0 274011 0 31064 0 10998 0 0 0 11984 0 328057 0 0 CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICE 0 200260 0 24482 0 9941 0 9838 0 12602 0 257123 0 0 JEN ALLRED CHIEF PROGRAM OFFICER AND SPECIAL PR 0 163022 0 17547 0 8567 0 7798 0 8569 0 205503 0 0 AMY RAUWORTH CHIEF OF DEVELOPMENT AND STRATEGIC P 0 149980 0 18328 0 6196 0 7487 0 12602 0 194593 0 0 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 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD MEMBERS SIGN THE DISCLOSURE STATEMENT. ACCORDING TO BOARD POLICIES, IF A CONFLICT OF INTEREST IS NOTED, THE BOARD WILL EXAMINE THE UNDERLYING TRANSACTION TO DETERMINE WHETHER IT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS BASED ON THE RESULTS OF AN OUTSIDE COMPENSATION REVIEW. ANNUALLY, THE PRESIDENT PRESENTS THE FOUNDATION'S ACCOMPLISHMENT OF GOALS TO THE COMPENSATION COMMITTEE AND CHAIRMAN OF THE BOARD WHO DEVELOP A RECOMMENDATION RELATED TO COMPENSATION. SUBSEQUENT TO THE MEETING OF THE COMPENSATION COMMITTEE, THE RECOMMENDATION IS PRESENTED TO THE FOUNDATION'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. A COMPENSATION REVIEW IS PERFORMED EVERY THREE YEARS BY AN OUTSIDE CONSULTANT. THE REVIEW IS BASED ON INFORMATION FROM A NUMBER OF COMPENSATION SURVEYS AND FORM 990'S OF SIMILAR ORGANIZATIONS. FOR EMPLOYEES REPORTING TO THE PRESIDENT, THE PRESIDENT RECOMMENDS THEIR MERIT INCREASE BASED ON COMPLETION OF A PERFORMANCE REVIEW AND GOALS ESTABLISHED AT THE BEGINNING OF THE YEAR. THEIR COMPENSATION IS ALSO BASED ON THE RESULTS OF AN OUTSIDE COMPENSATION REVIEW. THE OVERALL AMOUNT IS APPROVED BY THE COMPENSATION COMMITTEE AND BOARD DURING THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ALL WRITTEN REQUESTS TO REVIEW THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ACTED UPON ON A CASE BY CASE BASIS. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT LAKESHORE FOUNDATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 630288847 PROVIDING SPORT & RECREATION PROGRAMS FOR PEOPLE WITH DISABILITIES AL 501(C)(3) LINE 7 N/A 0 LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 884336392 NATIONAL GOVERNING BODY FOR WHEELCHAIR RUGBY AND BOCCIA AL 501(C)(3) LINE 7 LAKESHORE FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKESHORE FOUNDATION B 2000000 CASH