2026-04-21T14:44:30-05:00 2025-09-30 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY STE 875 BIRMINGHAM AL 35209 990 2024-10-01 630288847 LAKESHORE FOUNDATION LAKE 2053137413 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 JOHN D KEMP PRESIDENT 2053137413 2026-04-21 1 0 CLIF DANIEL CPA P01366450 2058027212 2026-04-06 2024 2025-03-06 01:10:19Z JOHN D KEMP 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 52129425 0 X WWW.LAKESHORE.ORG X 1923 AL TO PROVIDE OPPORTUNITY FOR INDIVIDUALS WITH DISABILITY TO LIVE A HEALTHY LIFESTYLE THROUGH PHYSICAL ACTIVITY, RESEARCH, ADVOCACY AND HEALTH PROMOTION. 28 28 131 347 0 0 2639124 1923620 977722 1409983 3222221 3779605 4219814 4409160 11058881 11522368 461708 268558 0 0 6660098 6767323 0 0 932412 5606864 5453093 12728670 12488974 -1669789 -966606 101457628 104256654 9691187 9122040 91766441 95134614 X TO PROVIDE OPPORTUNITY FOR INDIVIDUALS WITH DISABILITY TO LIVE A HEALTHY LIFESTYLE THROUGH PHYSICAL ACTIVITY, RESEARCH, ADVOCACY AND HEALTH PROMOTION. 0 0 2597198 489286 FITNESS, PERSONAL TRAINING AND AQUATICS - LAKESHORE FOUNDATION OFFERS MORE THAN 60 FITNESS AND AQUATICS CLASSES SPECIFICALLY DESIGNED FOR PERSONS WITH A WIDE RANGE OF PHYSICAL DISABILITIES AND CHRONIC HEALTH CONDITIONS SEEKING A LIFELONG PATH TO WELLNESS. LAKESHORE ALSO PROVIDES AN OPPORTUNITY FOR SELF-DIRECTED, INDIVIDUAL FITNESS AND AQUATICS WORKOUTS, AS WELL AS FEE-BASED PERSONAL TRAINING SERVICES. LAKESHORE LIFE, A COMPREHENSIVE HEALTH PROMOTION INITIATIVE, INCLUDES NUTRITION EDUCATION AND EMPOWERS INDIVIDUALS TO TAKE PERSONAL OWNERSHIP OF HEALTH AND WELLNESS CHOICES. VIRTUAL PROGRAMS ARE ALSO BEING OFFERED TO COMMUNITY CENTERS ALLOWING A BROADER AUDIENCE TO ACCESS VALUABLE WELLNESS PROGRAMS. 4241110 208558 392685 RECREATION, ATHLETICS, MILITARY AND TRAINING SITE PROGRAMS - LAKESHORE FOUNDATION OFFERS YEAR-ROUND ACTIVITIES FOR CHILDREN AND ADULTS WITH PHYSICAL DISABILITIES INCLUDING RECREATIONAL PROGRAMS, ATHLETIC TEAMS AND LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL ATHLETIC EVENTS THAT PROVIDE AN OUTLET FOR COMPETITIVE DRIVE AND CONTRIBUTE TO PARTICIPANTS' HEALTH AND WELL-BEING. THIS INCLUDES HIGH PERFORMANCE CAMPS FOR USA WHEELCHAIR RUGBY, BOCCIA UNITED STATES, USA PARA POWERLIFTING, USA WHEELCHAIR BASKETBALL, PARALYZED VETERANS OF AMERICA, WOUNDED WARRIOR PROJECT, AND LOCAL CHILDREN'S SUMMER CAMPS. OUR WORK WITH VETERANS ALSO INCLUDES HEALTH AND WELLNESS OPTIONS FOR ALL LOCAL ALABAMA VETERANS AND THEIR FAMILIES, MORE THAN 1,500 OF WHOM HAVE BEGUN PARTICIPATING. 1090385 10000 88227 SPORTS SCIENCE AND PERFORMANCE CENTER - ESTABLISHED IN FY23, LAKESHORE FOUNDATION'S SPORTS SCIENCE AND PERFORMANCE CENTER (SSPC) CONTINUED EXPANSION IN FY25 FOLLOWING ITS PUBLIC LAUNCH IN JANUARY 2024. SSPC PROVIDES IN-PERSON AND VIRTUAL SPORTS PERFORMANCE SERVICES DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH DISABILITIES, INTEGRATING APPLIED SPORTS SCIENCE RESEARCH WITH DIRECT ATHLETE SUPPORT. SERVICES INCLUDE SPORT-SPECIFIC PERFORMANCE TESTING, INDIVIDUALIZED TRAINING AND NUTRITION GUIDANCE, EQUIPMENT MODIFICATION, DATA ANALYSIS, AND ATHLETE AND COACH MENTORSHIP. THE PROGRAM ADVANCES EQUITABLE ACCESS TO HIGH-QUALITY PERFORMANCE RESOURCES, SUPPORTS EMERGING AND ELITE ATHLETES WITH DISABILITIES, AND PROMOTES LIFELONG HEALTH AND COMPETITIVE SUCCESS. 423408 530 ADVOCACY AND POLICY - LAKESHORE FOUNDATION WORKS TO REDUCE HEALTH DISPARITIES AND SUPPORTS THE ACHIEVEMENT OF OPTIMAL HEALTH BY PEOPLE WITH PHYSICAL DISABILITY AND CHRONIC HEALTH CONDITIONS BY ENSURING PEOPLE WITH DISABILITY GAIN ACCESS TO HEALTH PROMOTING RESOURCES AND RECEIVE THE RIGHT SUPPORT AND SERVICES, AT THE RIGHT TIME, IN THE RIGHT SETTING. LAKESHORE'S COMMUNITY HEALTH EFFORTS LOCALLY, NATIONALLY AND GLOBALLY ADDRESS BARRIERS THAT PREVENT PEOPLE WITH DISABILITIES FROM MAXIMUM PARTICIPATION IN SOCIETY. 1168051 50000 444673 RESEARCH AND COMMUNITY HEALTH - LAKESHORE CONDUCTS APPLIED RESEARCH AND PROGRAM EVALUATION ON THE EFFECTIVENESS OF PHYSICAL ACTIVITY PROGRAMS IN PROMOTING HEALTH AND QUALITY OF LIFE, IMPROVING FUNCTIONAL INDEPENDENCE, AND PREVENTING SECONDARY CONDITIONS IN PEOPLE WITH PHYSICAL DISABILITIES. OUR RESEARCH ACTIVITIES INCLUDE PHYSIOLOGICAL TESTING, QUALITATIVE STUDIES, AND PROGRAM EVALUATION. RESEARCH IDENTIFIES WAYS TO IMPROVE HEALTH RELATED QUALITY OF LIFE, REDUCE SECONDARY HEALTH CONDITIONS, AND INCREASE COMMUNITY PARTICIPATION. INNOVATIVE TECHNOLOGY IS ALSO BEING UTILIZED TO IMPROVE ACCESS TO FITNESS. THROUGH PROFESSIONAL PUBLICATIONS, CONFERENCES AND COLLABORATIVE EFFORTS, EVIDENCE-BASED PROGRAMS AND MODELS IN PHYSICAL ACTIVITY FOR PEOPLE WITH PHYSICAL DISABILITY ARE SHARED WORLDWIDE. 1591459 50000 445203 9520152 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 87 0 1 131 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CATHY C MILLER 2053137413 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 GRAHAM SISSON JR DIRECTOR AND CHAIRMAN 0.77 0.20 X X 0 0 0 WILLIAM BILL HORTON DIRECTOR AND VICE CHAIR 0.77 0.20 X X 0 0 0 ROBERT M COUCH DIRECTOR AND TREASURER 0.77 0.10 X X 0 0 0 FRANK H LONG JR DIRECTOR AND SECRETARY 0.77 0.10 X X 0 0 0 GREG JOHNSTON DIRECTOR 0.38 0.10 X 0 0 0 WILLIAM P ACKER III DIRECTOR 0.38 X 0 0 0 WALTER M BEALE JR DIRECTOR AND CHAIR 0.58 0.20 X 0 0 0 TURNER BURTON DIRECTOR 0.38 X 0 0 0 JAY BRANDRUP DIRECTOR 0.38 X 0 0 0 YVONNE ESSIX DIRECTOR 0.38 X 0 0 0 WD FOSTER DIRECTOR AND CHAIR 0.58 0.10 X 0 0 0 BRENDA M HACKNEY DIRECTOR 0.38 0.10 X 0 0 0 JOE HAMPTON DIRECTOR 0.38 X 0 0 0 WILLIAM K HANCOCK DIRECTOR 0.38 X 0 0 0 CATHERINE SLOSS JONES DIRECTOR 0.38 X 0 0 0 MICHAEL A KAMBER DIRECTOR 0.38 X 0 0 0 DAVE KEENAN DIRECTOR 0.38 X 0 0 0 BRAD KENNEDY DIRECTOR 0.38 X 0 0 0 MARK S MCCOLL DIRECTOR 0.38 X 0 0 0 DR VUE QC NGUYEN DIRECTOR 0.38 X 0 0 0 MICHAEL L PATTERSON DIRECTOR AND CHAIR 0.58 0.10 X 0 0 0 N LEE S PRICE MAJ GEN RET DIRECTOR 0.38 X 0 0 0 ANN M PURDY DIRECTOR 0.38 X 0 0 0 TOM SHUFFLEBARGER DIRECTOR AND CHAIR 0.58 0.10 X 0 0 0 ALLISON STEPHENS DIRECTOR 0.38 0.20 X 0 0 0 ANDRE J TAYLOR DIRECTOR 0.38 0.10 X 0 0 0 PETER THOMAS DIRECTOR 0.38 X 0 0 0 JOEL T WELKER DIRECTOR AND CHAIR 0.58 0.20 X 0 0 0 JOHN KEMP PRESIDENT 40.00 X 350555 0 24772 CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICER 40.00 X 251955 0 21889 JEN ALLRED CHIEF PROGRAM OFFICER AND SPECIAL PROJECTS 40.00 X 203827 0 15714 AMY RAUWORTH CHIEF RESEARCH AND INNOVATION OFFICER 40.00 X 188632 0 19526 CHRIS THOMASON CHIEF OF ADVANCEMENT 40.00 X 190200 0 7001 DEBBIE SMITH DIRECTOR OF HUMAN RESOURCES 40.00 X 134784 0 5876 KORHAN ALTIPARMAK CONTROLLER 40.00 X 116805 0 5556 CAROL KUTIK DIRECTOR OF FITNESS 40.00 X 113388 0 4618 EDWARD REYNOLDS DIRECTOR OF DEVELOPMENT 40.00 X 108105 0 7001 1658251 0 111953 9 0 1 0 JRH INC 1737 CEDARWOOD LANE BIRMINGHAM AL 35244 CAMPUS LANDSCAPING SERVICES 176950 MACLELLAN HVAC AND MECHANICAL INC 3120 WALL STREET SUITE 100 LEXINGTON KY 40513 FACILITIES REPAIRS ON HVAC SYSTEMS 129896 INDUSTRIAL BOILER & MECHANICAL COMPANY I 3325 NORTH HAWTHORNE STREET CHATTANOOGA TN 37406 FACILITIES REPAIRS ON BOILERS 114038 3 124829 1142743 656048 17490 1923620 MEMBERSHIP DUES 713940 793687 793687 COMMUNITY HEALTH 713940 410110 410110 ATHLETIC EVENTS 713940 104482 104482 SPORTS SCIENCE & PERFRMANCE 713940 53664 53664 ADVOCACY AND POLICY 713940 530 530 47510 47510 1409983 368863 368863 4887581 437116 4450465 4450465 4450465 43516913 10240 40110144 6267 3406769 3973 3410742 3410742 0 124829 46723 -46723 -46723 7552 6807 745 745 VENDING REVENUE 900099 2167 2167 APPAREL SALES 900099 974 974 OTHER 900099 961 961 571 571 4673 11522368 1415401 0 8183347 268558 268558 1902291 589186 986734 326371 3812206 3256710 307066 248430 155181 124615 11540 19026 497892 359450 93047 45395 399753 272171 87699 39883 44595 44595 25500 25500 60000 30000 30000 187620 187620 880663 765415 87646 27602 173854 120593 21724 31537 166896 98630 55805 12461 209517 91124 55430 62963 743032 725808 6880 10344 403737 368227 24836 10674 93337 57804 9627 25906 170268 165590 2000 2678 1604158 1560058 18869 25231 251753 244784 2961 4008 REPAIRS AND MAINTENANCE 182741 178105 1928 2708 MINOR EQUIPMENT 150788 145384 3876 1528 MAINTENANCE CONTRACTS 72973 70968 857 1148 OTHER 29597 24942 155 4500 2064 2030 15 19 12488974 9520152 2036410 932412 300 300 1498974 2010780 610419 344477 79638 315799 6788 3275 832080 890989 73929876 40951736 33761526 32978140 2613222 3665614 62013217 63973201 41464 74079 101457628 104256654 1668719 1766545 99118 421766 7895877 6590535 321150 15473 10044 12000 12000 9691187 9122040 X 90585098 94313962 1181343 820652 91766441 95134614 101457628 104256654 -966606 4334779 0 X X 0 1 X 1 0 X 3671414 5084924 4925309 2639124 1923619 18244390 3671414 5084924 4925309 2639124 1923619 18244390 3269898 14974492 4682212 4909464 5112217 5255212 5256445 25215550 6288 7242 13890 13072 4673 45165 43505105 0.34420 0.39510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 3,325. 2021 AMOUNT: $ 5,727. 2022 AMOUNT: $ 13,890. 2023 AMOUNT: $ 13,072. 2024 AMOUNT: $ 4,673. OTHER INCOME FROM GIFTS FOR BENEFITS RECD - PROCEEDS FROM INSURANCE SETTLEMENTS - 2020 AMOUNT: $ 2,963. 2021 AMOUNT: $ 1,515. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 65768 65768 0 PART II-B, LINE 1, LOBBYING ACTIVITIES CONTRACTED SERVICES - $5,768 CONTRACTED SERVICES - $60,000 4871870 249744 11019 1434487 3698146 5344977 822434 22889 1318430 4871870 6283089 360447 23580 1322139 5344977 6879952 95596 15937 708396 6283089 7497285 232779 7887 857999 6879952 0.77810 0.03410 0.18780 0 0 16176 195000 211176 9581401 35476798 23930663 21127536 4292130 5669061 5176364 4784827 6483373 3532866 9051238 965001 1020889 7662182 2793471 5889600 32978140 OTHER ALTERNATIVE INV 9500992 F POOLED FUNDS 7802669 F EQUITY FUNDS 46669540 F 63973201 INVESTMENT MANAGER FEES 12000 12000 X PART V, LINE 4: PROGRAM EXPENSES - $694,685 PERMANENT ENDOWNMENT FOR SCHOLARSHIPS - $125,968 BOARD DESIGNATED FUNDS FOR RESEARCH ACTIVITIES - $2,877,493 PART X, LINE 2: THE LAKESHORE FOUNDATION, LAKESHORE SUPPORT ORGANIZATION, AND LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION ACCOUNT FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC). THE LAKESHORE FOUNDATION, LAKESHORE SUPPORT ORGANIZATION, AND LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION HAVE DETERMINED THAT THEY DO NOT HAVE ANY TAX POSITIONS AT SEPTEMBER 30, 2025, THAT THEY WOULD BE UNABLE TO SUBSTANTIATE. TAX RETURNS FOR THE LAKESHORE FOUNDATION, LAKESHORE SUPPORT ORGANIZATION, AND LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION WERE FILED THROUGH THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. TAX RETURNS FOR THE LAKESHORE FOUNDATION AND THE LAKESHORE SUPPORT ORGANIZATION FOR THE FISCAL YEAR 2021 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION. THE TAX RETURN FOR LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION FOR FISCAL YEAR 2023 (FIRST YEAR FILED) AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION. X X X X X X X 0 AL SPRING SWING GOLF TOURNAMENT 124829 124829 4699 16178 13426 10000 2420 124829 124829 4699 16178 13426 10000 2420 46723 -46723 1 LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 208558 0 TO SUPPORT ACTIVITIES & PROGRAMS UNIVERSITY OF HOUSTON 3855 HOLMAN STREET ROOM 104 GARRISON HOUSTON TX 77204 10000 0 RECIPIENT OF SSPC GRANT WESTCHESTER INDEPENDENT LIVING CENTER 10 COUNTY CENTER ROAD WHITE PLAINS NY 10607 10000 0 PILOT SITE FOR ADAPTED DPP-SPECIAL OLYMPICS THE SIGHT CENTER OF NORTHWEST PENNSYLVANIA 2545 WEST 26TH STREET ERIE PA 16506 10000 0 DPP IDD PILOT SITE-SPECIAL OLYMPICS FLORIDA DEPARTMENT OF HEALTH IN PALM BEACH COUNTY 800 CLEMATIS STREET WEST PALM BEACH FL 33401 10000 0 DPP PILOT SITE YEAR 1-SPECIAL OLYMPICS UNIVERSITY OF MONTANA RESEARCH & SPONSORED PROGRAMS-UH207 32 CAMPUS DRIVE MISSOULA MT 59812 10000 0 DPP IDD PILOT SITE-SPECIAL OLYMPICS OHIO STATE UNIVERSITY OFFICE OF SPONSORED PROGRAMS PO BOX 772398 DETRIOT MI 48277 10000 0 DPP PILOT SITE-SPECIAL OLYMPICS PART I, LINE 2: CONTRIBUTIONS FROM LAKESHORE FOUNDATION TO LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION: CERTAIN OFFICERS AND DIRECTORS OF LAKESHORE FOUNDATION ALSO SERVE IN LEADERSHIP ROLES WITH LNASO. SPECIFICALLY, THE VICE CHAIR OF LAKESHORE FOUNDATION'S BOARD OF DIRECTORS SERVES AS CHAIR OF LNASO'S BOARD OF DIRECTORS, THE CHIEF EXECUTIVE OFFICER OF LAKESHORE FOUNDATION ALSO SERVES AS CHIEF EXECUTIVE OFFICER OF LNASO, AND THE ASSISTANT TREASURER OF LNASO SERVES AS THE CHIEF OPERATING AND FINANCIAL OFFICER OF LAKESHORE FOUNDATION. THE UTILIZATION OF GRANTS PROVIDED TO LNASO BY LAKESHORE FOUNDATION IS MONITORED THROUGH PERIODIC MEETINGS OF THE BOARD OF DIRECTORS OF LNASO. DURING THESE MEETINGS, THE ASSISTANT TREASURER OF THE BOARD, WHO ALSO SERVES AS THE CHIEF OPERATING AND FINANCIAL OFFICER OF LAKESHORE FOUNDATION, PRESENTS THE MOST RECENT FINANCIAL STATEMENTS OF LNASO. PROCEDURES TO MONITOR THE SPORTS SCIENCE AND PERFORMANCE CENTER (SSPC): THE GRANT AWARD FOR THE SPORTS SCIENCE AND PERFORMANCE CENTER (SSPC) PROJECT IS MONITORED THROUGH A COMPREHENSIVE PROCESS OUTLINED IN THE CONTRACT AGREEMENT AND UTILIZES THE FINAL REPORT AND BUDGET TEMPLATE. THE MONITORING PROCESS INCLUDES AN INTERIM MEETING AND SUBMISSION OF A FINAL PROGRESS AND EXPENDITURE REPORTS, WHICH ARE ESSENTIAL FOR TRACKING THE PROJECT'S ADVANCEMENT AND FINANCIAL MANAGEMENT. THE FINAL REPORT PROVIDES DETAILED DESCRIPTIONS OF THE PROJECT'S PROGRESS, COMPARING ACTUAL ACCOMPLISHMENTS WITH PROPOSED GOALS, AND ADDRESSING ANY ISSUES ENCOUNTERED. THE BUDGET TEMPLATE ENSURES TRANSPARENCY IN FINANCIAL ALLOCATIONS, DETAILING PERSONNEL COSTS, TRAVEL, SUPPLIES, AND OTHER EXPENSES. THE CONTRACT AGREEMENT STIPULATES THE REQUIREMENTS FOR USING GRANT FUNDS, REPORTING DEADLINES, AND CONDITIONS FOR MODIFICATIONS OR EXTENSIONS. IT ALSO INCLUDES PROVISIONS FOR FINANCIAL REVIEWS, AUDITS, AND EVALUATIONS BY THE LAKESHORE FOUNDATION TO ENSURE COMPLIANCE AND PROPER USE OF FUNDS. ADDITIONALLY, AN INTERIM MEETING IS CONDUCTED FOR THE GRANTEE TO REPORT PROGRESS, FURTHER ENSURING THAT THE PROJECT STAYS ON TRACK AND ANY NECESSARY ADJUSTMENTS CAN BE MADE IN A TIMELY MANNER. X X X X X 0 0 0 0 0 0 0 0 0 JOHN KEMP PRESIDENT 298238 0 41479 0 10838 0 13615 0 12274 0 376444 0 0 0 CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICE 242024 0 250 0 9681 0 10188 0 12914 0 275057 0 0 0 JEN ALLRED CHIEF PROGRAM OFFICER AND SPECIAL PR 195224 0 250 0 8353 0 8071 0 8856 0 220754 0 0 0 AMY RAUWORTH CHIEF RESEARCH AND INNOVATION OFFICE 182202 0 250 0 6180 0 7824 0 12914 0 209370 0 0 0 CHRIS THOMASON CHIEF OF ADVANCEMENT 183444 0 250 0 6506 0 0 0 8213 0 198413 0 0 0 A THE MEDICAL CLINIC BOARD OF THE CITY OF HOMEWOOD 636001295 2013-11-01 5867500 REFUNDING SERIES 2005 BONDS THROUGH ISSUANCE OF SERIES 2013 BOND 0 0 0 B THE MEDICAL CLINIC BOARD OF THE CITY OF HOMEWOOD 636001295 2017-12-18 13390500 REFUNDING SERIES 2009 BONDS AND FINANCING CAPITAL IMPROVEMENTS 0 0 0 A 5867500 5867500 67500 5800000 2001 1 0 1 1 B 6773381 13390500 96533 9958583 2019 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 DANIEL KAMBER CHILD OF BOARD MEMBER 44901 SALARY AND BENEFITS 0 FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, CHIEF OPERATING AND FINANCIAL OFFICER AND CONTROLLER REVIEW THE RETURN FOR COMPLETENESS AND CORRECTNESS. THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW BEFORE THE RETURN IS FILED. LAKESHORE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND THE FORM 990 TAX RETURN ARE AVAILABLE FOR PUBLIC VIEW ON ITS WEBSITE. 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 EXECUTIVE COMMITTEE FOR THEIR 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 SALARY BUDGET 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 RESPONSIBILITIES FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT. STATEMENT OF SUPPORT BECAUSE LAKESHORE'S INVESTMENT AND RENTAL INCOME COVERS ALL MANAGEMENT AND GENERAL AND FUNDRAISING EXPENSES, ALL CONTRIBUTIONS DIRECTLY SUPPORT PROGRAM EXPENSE LAKESHORE SUPPORT ORGANIZATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 260731767 SUPPORT LAKESHORE FOUNDATION THROUGH INVESTMENT ACTIVITY AL 501(C)(3) LINE 12A, I LAKESHORE FOUNDATION 1 LAKESHORE NATIONAL ADAPTED SPORTS ORGANIZATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 884336392 NATIONAL GOVERNING BODY FOR WHEELCHAIR RUGBY, BOCCIA, AND PARA POWERLIFTING. 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 NATIONAL ADAPTED SPORTS ORGANIZATION B 208558 CASH CONTRIBUTED