2025-11-17T16:05:48-06:00 2024-12-31 994625061 CRI ADVISORS LLC 3011 ARMORY DRIVE SUITE 300 NASHVILLE TN 37204 990 2024-01-01 620604630 LAKESHORE ESTATES INC LAKE 6156464466 8044 COLEY DAVIS RD NASHVILLE TN 37221 JOHN ROBINSON TREASURER 6156464466 2025-11-15 1 0 RICHARD W BETTS P00237318 6156651811 2025-11-15 2024 2025-03-06 01:10:19Z JOHN ROBINSON 8044 COLEY DAVIS ROAD NASHVILLE TN 37221 14691346 0 X WWW.LAKESHORESENIORLIVING.ORG X 1949 TN LAKESHORE ESTATES IS A CHRISTIAN BASED COMPANY DEDICATED TO AFFORDABLE CARE OF SENIORS IN DAVIDSON COUNTY,TN. THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO RESIDENTS WITH LIMITED RESOURCES AS WELL AS RESIDENTIAL, INTERMEDIATE & SKILLED NURSING CARE INCLUDING MEDICARE AND MADICAID. THE ORGANIZATION'S MISSION IS TO PROVIDE REASONABLY PRICED RETIREMENT AND HEALTH CARE SERVICES, TO PROMOTE LIVING WITH DIGNITY IN A SECURE CHRISTIAN ENVIRONMENT WITH DAILY EFFORTS TO ENHANCE EACH RESIDENT'S SPIRITUAL, MENTAL AND PHYSICAL LIFE. THE ORGANIZATION WILL ASSIST, WHERE POSSIBLE, IN SECURING FINANCIAL ASSISTANCE FOR THOSE RESIDENTS WITH INADEQUATE RESOURCES TO PROVIDE FOR THEIR CARE. 10 10 0 80 0 0 1078503 390876 15242670 14245346 2747415 14081 918413 41043 19987001 14691346 0 0 0 0 0 0 0 0 0 16533255 15237740 16533255 15237740 3453746 -546394 26532554 27529354 21787109 23330304 4745445 4199050 X THE ORGANIZATION'S MISSION IS TO PROVIDE REASONABLY PRICED RETIREMENT AND HEALTH CARE SERVICES, TO PROMOTE LIVING WITH DIGNITY IN A SECURE CHRISTIAN ENVIRONMENT WITH DAILY EFFORTS TO ENHANCE EACH RESIDENT'S SPIRITUAL, MENTAL AND PHYSICAL LIFE. THE ORGANIZATION WILL ASSIST, WHERE POSSIBLE, IN SECURING FINANCIAL ASSISTANCE FOR THOSE RESIDENTS WITH INADEQUATE RESOURCES TO PROVIDE FOR THEIR CARE. 0 0 11800227 14300469 TO PROVIDE REASONABLY PRICED RETIREMENT LIVING AND NURSING HOME CARE TO RESDIENTS AND WHERE POSSIBLE, SECURE FINANCIAL ASSISTANCE FOR THOSE RESIDENTS WITH LIMITED RESOURCES TWO CAMPUSES ARE MAINTAINED WITH COMBINED LICENSES FOR 42 RESIDENTIAL HOME BEDS (21 ROOMS) AND 179 NURSING BEDS ROOMS CONFIGURED BED CAPACTITES ARE 21 RESIDENTIAL AND 160 NURSING DUE TO INCREASING DEMAND FOR PRIVATE ROOMS. THE ORGANIZATION ALSO MAINTAINS SINGLE-FAMILY AND/OR DUPLEX HOMES FOR INDEPENDENT LIVING RESIDENTS AT BOTH LOCATIONS. 11800227 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X JOHN ROBINSON TREASURER 6156464466 8044 COLEY DAVIS RD NASHVILLE TN 37221 X EMILY ACUFF VICE-CHAIRMAN 3.00 X X 0 0 0 BARBARA OUTHIER SECRETARY 3.00 X X 0 0 0 JOHN ROBINSON TREASURER 3.00 X X 0 0 0 BLAKE BROCK CHAIRMAN 2.00 X 0 0 0 JON JABLONSKI DIRECTOR 2.00 X 0 0 0 SCOTT GILMER DIRECTOR 2.00 X 0 0 0 LEE HORN DIRECTOR 2.00 X 0 0 0 DEBBIE H LAMBERT DIRECTOR 2.00 X 0 0 0 SUSAN LLOYD DIRECTOR 2.00 X 0 0 0 ANGEL BEBOUT DIRECTOR 2.00 X 0 0 0 WYATT RAMPY DIRECTOR 2.00 X 0 0 0 RANDY ZUPA DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 390876 390876 SERVICE REVENUE 900099 12039845 12039845 HOME OCCUPANCY REVENUE 900099 1771916 1771916 HOME MAITENANCE FEES 900099 433585 433585 14245346 14081 14081 OTHER INCOME 900099 41043 41043 41043 14691346 14300470 0 0 8732039 7240298 1491741 1817 1817 68000 68000 1007112 941295 65817 97187 15258 81929 600564 556313 44251 1916 1285 631 21480 17529 3951 9606 9606 1377674 1371890 5784 735692 73787 661905 SUPPLIES 874073 844605 29468 TAXES & LICENSES 840305 840305 REPAIRS & MAINTENANCE 487459 486788 671 MISCELLANEOUS 140370 39865 100505 242446 201708 40738 15237740 11800227 3437513 0 1498137 2062670 1642439 1273183 233855 211339 52009081 28742508 22552661 23266573 605462 715589 26532554 27529354 1466168 1609996 7714200 8358219 1577670 1286458 11029071 12075631 21787109 23330304 X 4745445 4199050 0 4745445 4199050 26532554 27529354 -546394 0 X 0 1 X 0 0 X 5355 1412 275 149556 390876 547474 16295002 16524423 17794351 15242669 14245345 80101790 16300357 16525835 17794626 15392225 14636221 80649264 0 0 0 80649264 22219 21080 18676 2291 14081 78347 22219 21080 18676 2291 14081 78347 51227 33413 40272 43413 41043 209368 16373803 16580328 17853574 15437929 14691345 80936979 0.99640 0.99580 0.00100 0.00110 X 3433312 3433312 45226152 25559544 19666608 3349617 3182964 166653 23266573 DEPOSITS - HOME OCCUPANCY CONTRACTS 11515454 MONEY OWED TO PATIENT-OTHER CURRENT 24036 RESIDENTS COUNCIL FUND-OTHER CURREN 1778 PAYABLE TO GUESTS - BONDS 30000 DEFERRED LOAN COSTS -16548 NOTE PAYABLE - LAKESHORE FOUNDATION 270121 LIABILITIES FROM DISCONTINUED OPERA 250790 12075631 X 14687133 0 14687133 4213 4213 14691346 14687133 0 14687133 550607 550607 15237740 PART X, LINE 2: THE ORGANIZATION HAS IMPLEMENTED FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE ORGANIZATION EVALUATES THE TAX POSITIONS TAKEN ON TAX FILINGS AND CONSULTS WITH OUTSIDE PROFESSIONALS IN EVALUATING THE LIKELIHOOD OF UNFAVORABLE RESULTS FROM ANY SUCH TAX POSITIONS. THE IMPLEMENTATION OF FASB ASC 740 HAS NO MATERIAL EFFECT ON THE FINANCIAL STATEMENTS DUE TO THE MINIMAL NATURE OF THE PRESENT LEVEL OF UNRELATED BUSINESS INCOME. PART XI, LINE 4B - OTHER ADJUSTMENTS: HEARTLAND REVENUE, NETTED WITH EXPENSE ON FINANCIALS 4,213. PART XII, LINE 4B - OTHER ADJUSTMENTS: HEARTLAND EXPENSES, NETTED ON FINANCIALS 4,213. PERFORMANCE LOSS FROM CHANGE IN NET ASSETS 546,394. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - DRAFT COPY IS EMAILED TO BOARD MEMBERS FOR APPROVAL BEFORE FILING FINAL DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - CONFLICT STATEMENTS ARE RENEWED ANNUALLY AND UPDATED AT ANY TIME THAT CHANGES OCCUR. IF A CONFLICT EXISTS, THE MEMBER IS EXCLUDED FROM VOTING ON RELATED ISSUES AND THE BOARD DETERMINES ANY OTHER ACTION NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ALL WORKERS ARE CONTRACTED THROUGH A THIRD PARTY SERVICE PROVIDER WHO EVALUATES REASONABLE COMPENSATION. THERE ARE NO COMPENSATED OFFICERS, AND THE ORGANIZATION HAS NO DIRECT EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. LAKESHORE FOUNDATION INC 8044 COLEY DAVIS ROAD NASHVILLE TN 37221 621762831 SUPPORT TN 501(C)(1) LINE 12A, I N/A 0 HEARTLAND CHRISTIAN TOWER 3027 FERNBROOK LANE NASHVILLE TN 38214 200594468 HOUSING TN 501(C)(1) LINE 10 N/A 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 HEARTLAND CHRISTIAN TOWER E 37689 LAKESHORE FOUNDATION G LAKESHORE FOUNDATION D 65621 LAKESHORE FOUNDATION E 270121