2024-11-14T10:32:20-06:00 2023-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2023-01-01 202718333 LAKEWOOD RANCH BUSINESS ALLIANCE LAKE 9417571664 5391 LAKEWOOD RANCH BLVD SUITE 103 SARASOTA FL 34240 BRITTANY LAMONT PRESIDENT/CEO 9417571664 2024-11-07 1 1 HEATHER M WILLIAMS P00535568 9413654617 2023 2024-10-15 13:58:12Z BRITTANY LAMONT 5391 LAKEWOOD RANCH BLVD SUITE 103 SARASOTA FL 34240 817617 0 X WWW.LWRBA.ORG X 2005 FL THE LAKEWOOD RANCH BUSINESS ALLIANCE'S MISSION IS TO CONNECT, EDUCATE, AND STRENGTHEN THE BUSINESS COMMUNITY IN THE LAKEWOOD RANCH REGION. THIS MISSION IS ACCOMPLISHED THROUGH A POWERFUL PARTNERSHIP WITH THE LOCAL BUSINESSES, SERVICE, AND COMMUNITY ORGANIZATIONS ALONG WITH THE COLLABORATION OF CITY AND GOVERNMENTAL INSTITUTIONS. 29 29 6 150 25250 2981 70637 0 564855 597606 262 3883 103819 139413 739573 740902 4633 1688 0 0 384641 411768 0 0 0 277837 295029 667111 708485 72462 32417 551229 694748 158918 270020 392311 424728 TO CONNECT, EDUCATE AND STRENGTHEN THE BUSINESS COMMUNITY IN THE LAKEWOOD RANCH REGION. 0 0 MONTHLY MEMBERSHIP LUNCHEONS - PRESENTS LOCAL SPEAKERS TO OUR MEMBERSHIP, TO EDUCATE THEM ON CURRENT TOPICS AFFECTING THE AREA. THE MEETINGS ARE TYPICALLY HELD ON THE THIRD/FOURTH WEDNESDAY OF EVERY MONTH. THE LUNCHEONS OFFER NETWORKING FROM 11:30 A.M. UNTIL NOON, WITH THE LUNCHEON RUNNING FROM NOON UNTIL 1 P.M. SPEAKERS OR PANEL DISCUSSIONS ARE PRESENTED TO HELP EDUCATE THE MEMBERS ON A VARIETY OF TOPICS. CLASSROOM CONNECTIONS - THEY ARE EDUCATIONAL PROGRAMS DESIGNED TO EDUCATE AND ASSIST OUR MEMBERS ON TOPICS SUCH AS HUMAN RESOURCE ISSUES, IMPROVING CUSTOMER SERVICE, MARKETING TRENDS, CUTTING EXPENSES, ETC. THEY ARE PRESENTED ONCE A MONTH FOR AN HOUR AND A HALF AND ARE HELD AT VARIOUS LOCATIONS. THE FEE IS $10.00 FOR MEMBERS AND $25.00 FOR NON-MEMBERS. THERE IS MINIMAL COST TO THE ALLIANCE BECAUSE THE FACILITIES AND MOST REFRESHMENTS ARE DONATED. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 6 1 1 1 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 FL X KERKERING BARBERIO & CO 9413654617 1990 MAIN STREET STE 801 SARASOTA FL 34236 ERIK HANSON CHAIR OF THE BOARD 8.00 X X 0 0 0 ALLISON IMRE PAST CHAIR 8.00 X X 0 0 0 DARRIN ROHR CHAIR-ELECT 8.00 X X 0 0 0 DIANNE KOPCZYNSKI TREASURER 8.00 X X 0 0 0 DAVID OTTERNESS DEPUTY CHAIR 8.00 X X 0 0 0 JULIE FANNING SECRETARY 8.00 X X 0 0 0 CHARLIE MURPHY AT LARGE MEMBERSHIP 8.00 X 0 0 0 ANNEMARIE GRAFF MEMBERSHIP CO-CHAIR 8.00 X 0 0 0 ASHLYN MCCARTY MEMBERSHIP CO-CHAIR 8.00 X 0 0 0 RON BECK GOVERNMENTAL AFFAIRS CHAIR 8.00 X 0 0 0 JOHN HOLZ ECONOMIC IMPACT CHAIR 8.00 X 0 0 0 KEITH PANDELOGLOU COMMUNITY ENGAGMENT CHAIR 8.00 X 0 0 0 ERIN WATSON EVENT & PROGRAMMING CO-CHAIR 8.00 X 0 0 0 KENT JIMISON EVENT & PROGRAMMING CO-CHAIR 8.00 X 0 0 0 TIELER GITTLEMAN YLA CHAIR 8.00 X 0 0 0 JAVAR BAITY COMMUNICATIONS CHAIR 8.00 X 0 0 0 TONI PERREN AT LARGE MEMBERSHIP 8.00 X 0 0 0 AMANDA PARRISH AT LARGE MEMBERSHIP 8.00 X 0 0 0 FRANK MORGAN AT LARGE MEMBERSHIP 8.00 X 0 0 0 ROBERT LEWIS SARASOTA COUNTY REPRESENTA 8.00 X 0 0 0 LISA BARNOTT LAKEWOOD RANCH REPRESENTATIVE 8.00 X 0 0 0 CHE BARNETT MANATEE COUNTY REPRESENTATIVE 8.00 X 0 0 0 DIEGO PERILLA AT LARGE MEMBERSHIP 8.00 X 0 0 0 KEVIN COOPER AT LARGE MEMBERSHIP 8.00 X 0 0 0 NICK FEATHER AT LARGE MEMBERSHIP 8.00 X 0 0 0 ZACHARY BUFFINGTON LEGAL COUNSEL 8.00 X 0 0 0 LOU MARINACCIO EMERITUS 8.00 X 0 0 0 REX JENSEN EMERITUS 8.00 X 0 0 0 DAVID FINK EMERITUS 8.00 X 0 0 0 BRITTANY LAMONT CEO/PRESIDENT 40.00 X 120741 0 13896 120741 0 13896 1 0 0 0 0 MEMBERSHIP DUES 900099 232695 232695 SPONSORSHIPS 900099 232075 232075 LUNCHEONS & SOCIAL EVE 900099 103039 103039 EXECUTIVE ACADEMY 900099 23412 23412 ECONOMIC ROADSHOW 900099 4285 4285 2100 2100 597606 3883 3883 179574 76715 102859 102859 NEWSLETTER 900099 25250 25250 YLA 900099 4620 4620 ALLIANCE GIVES BACK 900099 3250 3250 3434 3434 36554 740902 608910 25250 106742 1688 134637 220341 4471 26367 25952 13832 41234 8009 69564 3975 2084 2570 5671 UNRELATED BUSINESS INCO 712 PROGRAM SERVICE EXPENSE 104888 NEWSLETTER 22624 PERMITS & LICENSES 11778 8088 708485 324454 454173 206236 208488 15351 26906 38651 33470 5188 5181 551229 694748 9526 10215 145438 254737 3954 5068 158918 270020 X 0 0 0 0 392311 424728 392311 424728 551229 694748 32417 0 X 0 0 0 491 320 171 17436 12649 4787 20724 20501 223 5181 PAYROLL TAX PAYABLE 2982 SIMPLE IRA 2086 5068 DIRECTORY 45060 45060 22562 GOLF OUTING 49457 49457 22124 772 3 85057 85057 8340 11599 11318 179574 179574 30464 12371 33880 76715 102859 FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS HELP TO PROMOTE THE ALLIANCE THROUGH THEIR MARKETING AND ADVERTISING EFFORTS. VOLUNTEERS COORDINATE LWRBA EVENTS AND PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS EMAILED TO THE GOVERNING BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY CONTRACT OR OTHER MATERIAL TRANSACTION BETWEEN THE LWRBA AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION OR ENTITY IN WHICH ONE OR MORE OF THE LWRBA'S DIRECTORS ARE DIRECTORS OR OFFICERS OR ARE FINANCIALLY INTERESTED SHALL BE FIRST DISCUSSED BY THE BOARD OF DIRECTORS BEFORE ANY ACTION IS APPROVED BY THE BOARD. IF A DIRECTOR HAS A CONFLICT THEY MUST FIRST DISCLOSE THIS CONFLICT TO THE CHAIRMAN OF THE BOARD AND THEN REFRAIN FROM PARTICIPATING IN THE VOTE ON THE MATTER IN WHICH THE DIRECTOR HAS THE CONFLICT. EVERY BOARD MEMBER SHALL BE PRESENTED WITH A CODE OF ETHICS AND BUSINESS CONDUCT AT THE BEGINNING OF THEIR TERM. THIS SIGNED FORM WILL BE HELD WITH THE RECORDS OF THE LWRBA. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S INITIAL SALARY WAS BASED ON HER PRIOR EMPLOYMENT FOR SUBSTANTIALLY THE SAME POSITION. ALL INCREASES WERE REVIEWED, DETERMINED AND DOCUMENTED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMPRISED OF ENTIRELY INDEPENDENT PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST