2025-11-17T14:45:35-06:00 2024-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2024-01-01 383402730 LAKESHORE EXCELLENCE FOUNDATION LAKE 2694281400 5771 CLEVELAND AVE STEVENSVILLE MI 49127 REBECCA HIRSCHBOECK TREASURER 2694281400 2025-11-16 1 0 BRIAN HAKE P01439155 2699830131 2025-11-16 2024 2025-03-06 01:10:19Z REBECCA HIRSCHBOECK 5771 CLEVELAND AVE STEVENSVILLE MI 49127 758248 0 X WWW.LEFONLINE.ORG X 1997 MI LEF SUPPORTS LAKESHORE PUBLIC SCHOOLS THROUGH VARIOUS FUNDRAISING PROJECTS FOR PROGRAMS AND PROJECTS THAT SUPPLEMENT AND ENRICH THE EDUCATION PROCESS. 30 30 0 40 0 0 544630 714176 0 0 551 139 11229 23241 556410 737556 1248268 682302 0 0 1388 1637 0 0 20928 30598 36188 1280254 720127 -723844 17429 564623 280325 527767 214104 36856 66221 LEF SUPPORTS LAKESHORE PUBLIC SCHOOLS THROUGH VARIOUS FUNDRAISING PROJECTS FOR PROGRAMS AND PROJECTS THAT SUPPLEMENT AND ENRICH THE EDUCATION PROCESS. 0 0 682302 682302 THE LAKESHORE EXCELLENCE FOUNDATION SERVES ITS PURPOSE THROUGH THE ISSUANCE OF VARIOUS GRANTS TO LAKESHORE PUBLIC SCHOOLS THAT ENHANCE THE EDUCATION PROCESS FOR ITS STUDENTS AND TEACHING STAFF. THIS HAS BEEN ACCOMPLISHED THROUGH THE PURCHASE OF VARIOUS INFORMATION TECHNOLOGY EQUIPMENT AND SOFTWARE IN ADDITION TO VARIOUS TEACHING AND LEARNING AIDS. 682302 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 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 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MI X REBECCA HIRSCHBOECK 2694281400 5771 CLEVELAND AVE STEVENSVILLE MI 49127 X J C ANDERSON CHAIRMAN 2.00 X X 0 0 0 LUDOVIC BEAUFILS VICE CHAIR OF FUND DEV. 2.00 X X 0 0 0 LORI MARCINIAK VICE CHAIR OF PROJECTS 2.00 X X 0 0 0 ELIZABETH MEETH VICE CHAIR OF MARKETING 2.00 X X 0 0 0 JULIA PECHTEL VICE CHAIR OF GRANTS 2.00 X X 0 0 0 BILL SCALETTA VICE CHAIR OF D.E.I. 2.00 X X 0 0 0 LORI HELLENGA SECRETARY 2.00 X X 0 0 0 REBECCA HIRSCHBOECK TREASURER 2.00 X X 0 0 0 LESLIE ARBANAS TRUSTEE 2.00 X 0 0 0 RYAN ARNT TRUSTEE 2.00 X 0 0 0 MEGHAN BACIN TRUSTEE 2.00 X 0 0 0 SOPHIE BAUCHET TRUSTEE 2.00 X 0 0 0 KATE BECKROW TRUSTEE 2.00 X 0 0 0 KELLY BUSHU TRUSTEE 2.00 X 0 0 0 ZEB DEITRICH TRUSTEE 2.00 X 0 0 0 CHAD DEJA TRUSTEE 2.00 X 0 0 0 TIM DYER TRUSTEE 2.00 X 0 0 0 GREG EDING TRUSTEE 2.00 X 0 0 0 MIKE FARRINGTON TRUSTEE 2.00 X 0 0 0 HIMANSH U GANJOO TRUSTEE 2.00 X 0 0 0 ANDREW GLISSON TRUSTEE 2.00 X 0 0 0 JANINE HARRISON TRUSTEE 2.00 X 0 0 0 ALAINA KINNEY TRUSTEE 2.00 X 0 0 0 STERLING MASSEY TRUSTEE 2.00 X 0 0 0 PHIL MOLLOY TRUSTEE 2.00 X 0 0 0 HEIDI PETERS TRUSTEE 2.00 X 0 0 0 JIM ROBERTS TRUSTEE 2.00 X 0 0 0 LEWIS SCOTT TRUSTEE 2.00 X 0 0 0 MATT SWAB TRUSTEE 2.00 X 0 0 0 ANDREW ROBINSON TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 28028 686148 714176 139 139 43933 28028 20692 23241 23241 737556 0 0 23380 682302 682302 1637 1637 11160 11160 697 697 20231 20231 1516 1516 ADMINISTRATIVE FEES 2584 2584 720127 682302 16897 20928 454251 158017 1500 1500 108872 120808 564623 280325 527767 214104 527767 214104 X 36856 66221 36856 66221 564623 280325 X 17429 11936 X X 0 1 X 1 0 X 354007 819965 846586 551617 714176 3286351 354007 819965 846586 551617 714176 3286351 6500 11500 10000 10000 9000 47000 0 6500 11500 10000 10000 9000 47000 3239351 1151 854 704 552 139 3400 1151 854 704 552 139 3400 23241 23241 355158 820819 847290 552169 737556 3312992 0.97780 0.98400 0.00100 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST OF ASSETS HELD AT COMMUNITY FOUNDATION 120808 120808 X 749492 0 749492 -11936 -11936 737556 720127 0 720127 0 720127 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). THE INCOME TAXES TOPIC, FASB ASC 740, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTITY TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S EVALUATION WAS PERFORMED FOR ALL FEDERAL AND STATE TAX PERIODS STILL SUBJECT TO EXAMINATION. THE ORGANIZATION'S 2021 THROUGH 2023 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD AT COMMUNITY FOUNDATION -11,936. GOLF OUTING 71961 28028 43933 20692 71961 28028 43933 20692 20692 23241 0 LAKESHORE PUBLIC SCHOOLS 5771 S CLEVELAND AVE STEVENSVILLE MI 49127 386029219 GOV 682302 0 PROGRAM SUPPORT FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS TO REVIEW ON AN ANNUAL BASIS. THE 990 IS THEN REVIEWED AT SUBSEQUENT BOARD MEETING TO DISCUSS ANY QUESTIONS OR COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORMS ARE AVAILABLE UPON REQUEST AND/OR 990 CAN BE VIEWED ON THIRD PARTY WEBSITES, SUCH AS GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 SUMMARY ANNUAL FINANCIAL INFORMATION IS PUBLISHED ANNUALLY IN THE FOUNDATION'S NEWSLETTER. THE FOUNDATION'S GOVERNANCE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 11,936. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S BOARD HIRES AND HAS OVERSIGHT FOR THE REVIEW AND TAX WORK PREPARED BY THE INDEPENDENT ACCCOUNTANTS. THE BOARD AND THE EXECUTIVE COMMITTE ASSUME FULL RESPONSIBILITY FOR THE FINANCIAL STATEMENTS AND GENERAL LEDGER PREPARED. THIS IN NO CHANGE FROM PRIOR YEARS. LAKESHORE PUBLIC SCHOOLS 5771 S CLEVELAND AVE STEVENSVILLE MI 49127 386029219 PUBLIC SCHOOL MI GOVT N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKESHORE PUBLIC SCHOOLS B 682302 CASH