2025-08-08T10:06:21-05:00 2024-09-30 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY STE 875 BIRMINGHAM AL 35209 990 2023-10-01 260731767 LAKESHORE SUPPORT ORGANIZATION LAKE 2053137413 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 JOHN D KEMP PRESIDENT 2053137413 2025-08-05 1 0 CLIF DANIEL CPA P01366450 2058027212 2025-08-05 2023 2025-03-06 01:10:19Z JOHN D KEMP 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 1794729 0 X N/A X 2007 AL THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 14 14 0 14 0 0 0 0 0 0 162555 279190 0 0 162555 279190 2000000 0 0 0 0 0 0 0 0 27443 28775 2027443 28775 -1864888 250415 14666840 17402224 2110 2120 14664730 17400104 THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 0 0 THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 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 0 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 14 14 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 SISSON DIRECTOR AND CHAIRMAN 0.20 0.77 X X 0 0 0 WILLIAM HORTON DIRECTOR AND VICE CHAIRMAN 0.20 0.77 X X 0 0 0 FRANK LONG DIRECTOR AND SECRETARY 0.10 0.77 X X 0 0 0 ROBERT COUCH DIRECTOR AND TREASURER 0.10 0.77 X X 0 0 0 WALTER M BEALE JR DIRECTOR 0.20 0.58 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 GREG JOHNSTON DIRECTOR 0.10 0.38 X 0 0 0 MICHAEL PATTERSON DIRECTOR 0.10 0.58 X 0 0 0 DON SCIVLEY DIRECTOR 0.10 0.58 X 0 0 0 TOM SHUFFLEBARGER DIRECTOR 0.10 0.38 X 0 0 0 ALLISON STEPHENS DIRECTOR 0.20 0.38 X 0 0 0 ANDRE TAYLOR DIRECTOR 0.10 0.38 X 0 0 0 JOEL WELKER DIRECTOR 0.20 0.58 X 0 0 0 JOHN D KEMP PRESIDENT 0.10 40.00 X 0 342660 24357 CATHY MILLER CHIEF OPERATING AND FINANC 0.10 40.00 X 0 241904 21206 JEN ALLRED CHIEF PROGRAM OFFICER AND 0.10 40.00 X 0 196139 15364 AMY RAUWORTH CHIEF OF DEVELOPMENT AND S 0.00 40.00 X 0 181397 19201 DEBBIE SMITH DIRECTOR OF HUMAN RESOURCE 0.00 40.00 X 0 129037 5325 KORHAN ALTIPARMAK CONTROLLER 0.00 40.00 X 0 112361 5355 CAROL KUTIK DIRECTOR OF FITNESS & HEAL 0.00 40.00 X 0 104673 4275 0 1308171 95083 0 0 1 0 0 300963 300963 1493766 1515539 -21773 -21773 -21773 279190 0 0 279190 500 500 28275 28275 28775 0 28775 0 2231 2232 6512590 7258280 8125386 10110528 26633 31184 14666840 17402224 2110 2120 2110 2120 X 14664730 17400104 14664730 17400104 14666840 17402224 250415 2484959 0 X X 0 1 X 1 0 X X X 1 LAKESHORE FOUNDATION 630288847 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 POOLED EQUITY FUNDS 6410260 F POOLED FIXED INCOME FUNDS 3700268 F 10110528 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, 2024, 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, 2024. TAX RETURNS FOR THE FOUNDATION AND LAKESHORE SUPPORT ORGANIZATION FOR THE FISCAL YEAR 2021 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION. 0 0 0 0 0 0 0 0 0 JOHN D KEMP PRESIDENT 0 287365 0 43233 0 12062 0 13200 0 12274 0 368134 0 0 CATHY MILLER CHIEF OPERATING AND FINANC 0 230936 0 250 0 10718 0 9504 0 12914 0 264322 0 0 JEN ALLRED CHIEF PROGRAM OFFICER AND 0 186635 0 250 0 9254 0 7721 0 8856 0 212716 0 0 AMY RAUWORTH CHIEF OF DEVELOPMENT AND S 0 174248 0 250 0 6899 0 7499 0 12914 0 201810 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0