2024-05-15T15:51:45-05:00 2023-06-30 480894999 AGLER & GAEDDERT CHARTERED 234 S MAIN OTTAWA KS 66067 990 2022-07-01 480732570 LAKEMARY CENTER INC LAKE 9135574000 100 LAKEMARY DR PAOLA KS 660711855 MICHELLE ERICKSON CFO 9135574000 2024-05-15 1 MICHELLE ERICKSON 999009999 1 JENNIFER KETTLER CPA P01355671 7852423170 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELLE ERICKSON 100 LAKEMARY DR PAOLA KS 660711855 31061437 0 X LAKEMARY.ORG X 1966 KS TO PROVIDE CHOICES AND OPPORTUNITIES FOR PERSONS WITH SPECIAL NEEDS TO MAXIMIZE THE FREEDOM AND CONTROL THEY CAN BRING TO THEIR OWN LIVES. 18 18 704 82 0 0 3222806 2928310 26130339 27195462 729240 548788 124316 180463 30206701 30853023 0 0 0 0 23043884 25036365 0 0 551667 6289271 6546253 29333155 31582618 873546 -729595 25940420 32345786 3627671 5171955 22312749 27173831 X TO PROVIDE CHOICES AND OPPORTUNITIES FOR PERSONS WITH SPECIAL NEEDS TO MAXIMIZE THE FREEDOM AND CONTROL THEY CAN BRING TO THEIR OWN LIVES. 0 0 13766838 15057763 THE ORGANIZATION OPERATES A FULL RANGE OF PROGRAMS FOR CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. AT ITS PAOLA, KANSAS CAMPUS, THE ORGANIZATIONS OPERATES A 65-BED PSYCHIATRIC RESIDENTIAL TREATMENT FACILITY FOR CHILDREN AGES 6 TO 21 FROM ACROSS THE COUNTRY. THE ORGANIZATION ALSO OPERATES A FULLY ACCREDITED YEAR-ROUND K-12 EDUCATION PROGRAM WHICH SERVES THE RESIDENTIAL CHILDREN AND DAY STUDENTS FROM THE SURROUNDING AREA. TOGETHER, THE PROGRAMS PROVIDE INDIVIDUALIZED TREATMENT DIRECTED BY THERAPEUTIC TREATMENT PLANS AND IEPS. INDIVIDUAL, GROUP AND FAMILY THERAPIES ARE PROVIDED IN A VARIETY OF AREAS. THE ORGANIZATION ALSO OFFERS OUTPATIENT THERAPY AND CASE MANAGEMENT SERVICES. 13151340 11968420 THE ORGANIZATION OFFERS RESIDENTIAL SERVICES, DAY PROGRAMS, TRANSPORTATION AND SUPPORT IN A VARIETY OF SETTINGS DESIGNED TO BEST MEET THE INDIVIDUALIZED NEEDS OF EACH ADULT. RESIDENTIAL SETTINGS INCLUDE GROUP RESIDENCES OR SUPPORTED LIVING ARRANGEMENTS MAXIMIZING INDEPENDENCE WHILE MEETING THE DESIRED LEVEL OF STRUCTURE AND SUPPORT. RECREATION AND LEISURE ARE KEY COMPONENTS WHICH INCLUDE TRAVEL, SPORTS EVENTS AND GROUP ACTIVITIES. THE ORGANIZATION OPERATES DAY PROGRAMS IN BOTH JOHNSON & MIAMI COUNTIES. CHOICES INCLUDE LIFESTYLE COURSES DESIGNED TO INCREASE SUCCESS AND SATISFACTION IN DAILY LIVING AND VALUED ACTIVITIES DESIGNED TO ENRICH PERSONAL EXPERIENCE. EMPLOYMENT OPPORTUNITIES INCLUDE SUPPORTED EMPLOYMENT AT A COMMUNITY JOB OR WORKING IN AN ON-SITE VOCATIONAL CENTER (PRODUCTION, DOCUMENT DESTRUCTION AND E-RECYCLING). 157684 169279 THE ORGANIZATION PROVIDES TWO COMMUNITY RESIDENCES TO SERVE ADULTS WITH DEVELOPMENTAL DISABILITIES. 27075862 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 53 0 1 704 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHELLE ERICKSON 9135574000 100 LAKEMARY DR PAOLA KS 66071 HAROLD MITTS JR DIRECTOR 1.00 X 0 0 0 GARY WEINBERG DIRECTOR 1.00 X 0 0 0 BARRY FINK DIRECTOR 1.00 X 0 0 0 LYDIA MARIEN DIRECTOR/SECRETARY 1.00 X X 0 0 0 GAYLE RICHARDSON DIRECTOR/TREASURER 1.00 X X 0 0 0 PAUL SOKOLOFF DIRECTOR 1.00 X 0 0 0 CAROLYN JACOBS DIRECTOR 1.00 X 0 0 0 MOLLY MEEK DIRECTOR/VICE CHAIR 1.00 X X 0 0 0 JOAN HORAN DIRECTOR 1.00 X 0 0 0 TIM LANG DIRECTOR 1.00 X 0 0 0 MIKE SANDERS DIRECTOR/CHAIR 1.00 X X 0 0 0 JEFF ABERDEEN DIRECTOR 1.00 X 0 0 0 DR WILLIAM CRAIG DIRECTOR 1.00 X 0 0 0 NANCY LUSK DIRECTOR 1.00 X 0 0 0 DAVID KASEFF DIRECTOR 1.00 X 0 0 0 MICHAEL PROFFITT DIRECTOR 1.00 X 0 0 0 LONNIE KING DIRECTOR 1.00 X 0 0 0 BARBARA SIPES DIRECTOR 1.00 X 0 0 0 KIRK DAVIS PRESIDENT/CEO 40.00 X 207985 0 27344 CHERIE DUFFY CFO 40.00 X 72169 0 2316 KARI CARMONA DSP1-DAY OLATHE 40.00 X 134910 0 5557 MINNIE GATES DSP1-EVENING OLATHE 40.00 X 136264 0 9827 SHALAUNDA GRAY PRTF MEDICAL DIRECTOR & PSYCH 40.00 X 290653 0 14729 BELTHA OBELE DSP1-EVENING OLATHE 40.00 X 127444 0 10036 CHARLES MUTUMBA DSP2-DAY OLATHE 40.00 X 144732 0 12796 1114157 0 82605 19 0 1 0 WOODS LLC 4717 CENTRAL STREET KANSAS CITY MO 64112 RENT 142374 TRIANGLE BUILDERS LLC PO BOX 345 PAOLA KS 66071 POND & BLDG CONSTRUCTION 126043 EARLY FOUNDATIONS LLC 7939 FLOYD STREET OVERLAND PARK KS 66204 RENT 120221 APPLIED TECH SERVICES 111 CHAPEL STREET BALDWIN CITY KS 66006 TECH INSTALL AND MAINTENANCE 116305 4 24741 2165649 737920 2928310 RESIDENTIAL, TRAINING, & VOC FEES 611710 26871242 26871242 HUD & TENANT RENTAL PMTS 531110 255924 255924 MISC REIMBURSEMENTS 611710 68296 68296 27195462 482471 482471 143354 19500 96478 59 46876 19441 66317 66317 292340 24741 111877 180463 180463 30853023 27195462 0 729251 380217 380217 20888611 18813165 1707223 368223 258297 201359 50007 6931 1957212 1706815 209842 40555 1552028 1367394 155377 29257 123582 123582 63277 29460 33817 22426 2575 19851 50851 17135 6330 27386 124621 30248 58673 35700 819948 663565 141409 14974 91455 91455 950379 741449 207412 1518 857455 804011 53054 390 FOOD & CLOTHING 811697 797202 13376 1119 MEMBERSHIP FEES & SUBSC 586259 221927 353423 10909 CONSULTANTS 543097 249742 290501 2854 REPAIRS & MAINTENANCE 501016 428122 72455 439 1000190 786656 202122 11412 31582618 27075862 3955089 551667 2386946 1165644 2532092 4812736 0 0 2383617 2715554 401013 405331 26732394 13043365 9426489 13689029 8801043 9332168 9220 225324 25940420 32345786 2582224 3991205 4537 9864 1032898 951717 8012 219169 3627671 5171955 X 21450673 25682405 862076 1491426 22312749 27173831 25940420 32345786 X -729595 789444 -49659 4850892 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10512943 2758330 1071902 885133 137773 13320269 11142006 1269046 -1547091 261069 89949 10512943 7770884 1502788 2921071 912666 140071 11142006 7505654 558194 280983 457770 116177 7770884 5906728 1766355 342940 288145 222224 7505654 0.89000 0.11000 0 0 198656 198656 20522959 8237681 12285278 865189 782001 83188 5145590 4023683 1121907 13689029 FUNDS AND DEPOSITS HELD 9351 RIGHT OF USE 209818 219169 X 31685244 789444 -49659 739785 30945459 -92436 -92436 30853023 31675054 92436 92436 31582618 0 31582618 PART V, LINE 4: THE LAKEMARY CENTER ENDOWMENT ASSOCIATION WAS FOUNDED FOR THE EXPRESS PURPOSE OF FOSTERING ENCOURAGEMENT AND SUPPORT OF LAKEMARY CENTER, INC. ALL MONIES RECEIVED ARE INVESTED OR DISBURSED FOR THE USE OR BENEFIT OF LAKEMARY CENTER, INC. PART X, LINE 2: THE ORGANIZATION, LMC DEVELOPMENTAL SERVICES, INC., LAKEMARY CENTER HOMES, INC. AND LAKEMARY CENTER ENDOWMENT ASSOCIATION ARE EXEMPT FROM INCOME TAXES UNDER PARAGRAPH 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ALL ENTITIES HAVE BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. ALL ENTITIES ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. ALL ENTITIES HAVE PROCESSES PRESENTLY IN PLACE TO ENSURE THAT THE MAINTENANCE OF THEIR TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE THEIR FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH THEY HAVE NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ENTITIES HAVE DETRMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -49,659. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -111,877. GAIN ON SALE OF EQUIPMENT 19,441. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 111,877. GAIN ON SALE OF EQUIPMENT -19,441. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 BROCHURES WHICH INCLUDE THE RACIAL NON-DISCRIMINATION POLICY ARE GIVEN OUT WITH ALL APPLICATIONS SCHEDULE E, PART I, LINE 6 RECEIVES AID FROM SEVERAL FEDERAL GOVERNMENTAL AGENCIES ANNUAL DINNER 140256 0 140256 1910 4896 38240 12106 10375 GOLF CLASSIC 130989 0 130989 4012 122 32237 559 2 45836 24741 21095 7420 317081 24741 292340 5922 4896 38362 44343 18354 111877 180463 X X 0 0 0 0 0 0 0 0 0 SHALAUNDA GRAY PRTF MEDICAL DIRECTOR & PSYCH 290653 0 0 0 0 0 0 0 14729 0 305382 0 0 0 KIRK DAVIS PRESIDENT/CEO 207985 0 0 0 0 0 16218 0 11126 0 235329 0 0 0 CHARLES MUTUMBA DSP2-DAY OLATHE 144732 0 0 0 0 0 7239 0 5557 0 157528 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY AUDIT/FINANCE COMMITTEE PRIOR TO FILING WITH COPIES TO ALL BOARD MEMBERS FORM 990, PART VI, SECTION B, LINE 12C STATEMENT SIGNED ANNUALLY STATE NO CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY STUDY-APPROVED BY BOARD FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT FOR EMPLOYEE RETENTION CREDIT FOR 2021 1ST QTR 2,387,192. PRIOR PERIOD ADJUSTMENT FOR EMPLOYEE RETENTION CREDIT FOR 2021 3RD QTR 2,463,700. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. LAKEMARY CENTER HOMES INC 100 LAKEMARY DR PAOLA KS 660711855 480998491 HOMES FOR DISABLED KS 501(C)(3) LINE 7 N/A 0 LMC DEVELOPMENTAL SERVICES INC 100 LAKEMARY DR PAOLA KS 660711855 480977992 HOMES FOR DISABLED KS 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0