2026-07-01T13:58:27-05:00 2025-09-30 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY STE 875 BIRMINGHAM AL 35209 990 2024-10-01 260731767 LAKESHORE SUPPORT ORGANIZATION LAKE 2053137413 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 JOHN D KEMP PRESIDENT AND CEO 2053137413 2026-07-01 1 0 CLIF DANIEL CPA P01366450 2058027212 2026-07-01 2024 2025-03-06 01:10:19Z JOHN D KEMP 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 4200753 0 X N/A X 2007 AL THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION. 13 13 0 13 0 0 0 0 0 0 279190 862507 0 0 279190 862507 0 0 0 0 0 0 0 0 0 28775 29201 28775 29201 250415 833306 17402224 18887894 2120 2120 17400104 18885774 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 13 13 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 GRAHAM SISSON JR DIRECTOR AND CHAIRMAN 0.10 0.87 X X 0 0 0 WILLIAM HORTON DIRECTOR AND VICE CHAIRMAN 0.10 0.87 X X 0 0 0 FRANK H LONG JR DIRECTOR AND SECRETARY 0.10 0.77 X X 0 0 0 ROBERT M COUCH DIRECTOR AND TREASURER 0.10 0.77 X X 0 0 0 WALTER M BEALE JR DIRECTOR 0.10 0.68 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 L PATTERSON DIRECTOR 0.10 0.58 X 0 0 0 TOM SHUFFLEBARGER DIRECTOR 0.10 0.58 X 0 0 0 ALLISON STEPHENS DIRECTOR 0.10 0.48 X 0 0 0 ANDRE J TAYLOR DIRECTOR 0.10 0.38 X 0 0 0 JOEL T WELKER DIRECTOR 0.10 0.68 X 0 0 0 JOHN D KEMP PRESIDENT AND CEO 0.10 40.00 X 0 350555 24772 CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICER 0.10 40.00 X 0 251955 21889 JEN ALLRED CHIEF PROGRAM OFFICER 0.10 40.00 X 0 203827 15714 AMY RAUWORTH CHIEF DEVELOPMENT AND STRATEGIC PARTNERSHIP 0.10 40.00 X 0 188632 19526 CHRIS THOMASON CHIEF OF ADVANCEMENT 0.10 40.00 X 0 190200 7001 DEBBIE SMITH DIRECTOR OF HUMAN RESOURCES 0.00 40.00 X 0 134784 5876 KORHAN ALTIPARMAK CONTROLLER 0.10 40.00 X 0 116805 5556 CAROL KUTIK DIRECTOR OF FITNESS 0.00 40.00 X 0 113388 4618 EDWARD REYNOLDS DIRECTOR OF DEVELOPMENT 0.00 40.00 X 0 108105 7001 0 1658251 111953 0 0 1 0 0 326225 326225 3874528 3338246 536282 536282 536282 862507 0 0 862507 500 500 28701 28701 29201 0 29201 0 2232 0 7258280 7543853 10110528 11312347 31184 31694 17402224 18887894 2120 2120 2120 2120 X 17400104 18885774 17400104 18885774 17402224 18887894 833306 652364 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 7491537 F POOLED FIXED INCOME FUNDS 3820810 F 11312347 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, 2025, 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, 2025. TAX RETURNS FOR THE FOUNDATION AND LAKESHORE SUPPORT ORGANIZATION FOR THE FISCAL YEAR 2022 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION. 0 0 0 0 0 0 0 0 0 JOHN D KEMP PRESIDENT AND CEO 0 298238 0 41479 0 10838 0 13615 0 12274 0 376444 0 0 CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICE 0 242024 0 250 0 9681 0 10188 0 12914 0 275057 0 0 JEN ALLRED CHIEF PROGRAM OFFICER 0 195224 0 250 0 8353 0 8071 0 8856 0 220754 0 0 AMY RAUWORTH CHIEF DEVELOPMENT AND STRATEGIC PART 0 182202 0 250 0 6180 0 7824 0 12914 0 209370 0 0 CHRIS THOMASON CHIEF OF ADVANCEMENT 0 183444 0 250 0 6506 0 0 0 8213 0 198413 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 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 OF LAKESHORE FOUNDATION 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 USA WHEELCHAIR RUGBY, BOCCIA, PARA POWERLIFTING 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