Nonprofit · EIN 20-1489132
HOPE AT THE LAKE FOUNDATION
Tax-exempt · MOORESVILLE, NC 28117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $242,740 | $225,603 | $17,137 | $82,266 | $0 | $82,266 |
| July 31, 2024 | 990 | $131,685 | $162,923 | -$31,238 | $66,392 | $0 | $66,392 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $30,576
- Program service revenue
- $0
- Investment income
- $3
- Net income from fundraising events
- $212,161
- Other revenue
- $212,161
Expenses
- Grants and similar amounts paid
- $201,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $201,000
- Management and general (functional)
- $24,603
Balance sheet and other
- Total assets, start of year
- $65,129
- Total assets, end of year
- $82,266
- Total liabilities, end of year
- $0
- Net assets, end of year
- $82,266
- Gross receipts
- $369,231
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2004
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK BALDASARE | VICE PRESIDE Officer | – | $0 |
| CAROLINE DEWITT | SECRETARY/SO Officer | – | $0 |
| LAURA GARRISON | TREASURER Officer | – | $0 |
| FORREST WILSON | PRESIDENT Officer | – | $0 |
990 for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FORREST WILSON | PRESIDENT Officer | 5 | $0 |
| FRANK BALDASARE | VICE PRESIDE Officer | 0 | $0 |
| LAURA GARRISON | TREASURER Officer | 5 | $0 |
| CAROLINE DEWITT | SECRETARY/SO Officer | 0 | $0 |
| JESSICA BABINGTON | CHAIR MARKET Trustee or director | 0 | $0 |
| MIKE BUCCIALIA | CHAIR GRANTS Trustee or director | 0 | $0 |
| REED SAPP | CHAIR FUNDRA Trustee or director | 0 | $0 |
| RUSSELL HODGE | EVENTS Trustee or director | 0 | $0 |
| JOSH DHANPAL | CIRCLE OF HO Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 631 BRAWLEY SCHOOL RD 300PMB 307, MOORESVILLE, NC 28117-6204
- Principal officer (990 for 2024)
- LAURA GARRISON, 631 BRAWLEY SCHOOL RD 300 PMB307, MOORESVILLE, NC 28117
- Signed the 990
- LAURA GARRISON, TREASURER
- Phone
- (404) 229-8264
- Website
- HOPEATTHELAKE.ORG
- Return prepared by
- BECKLEY & ASSOCIATES PLLC
Mission
HOPE AT THE LAKE IS A 501(C)(3) NON-PROFIT ORGANIZATION COMMITTED TO IMPROVING THE LIVES OF OUR LAKE NORMAN NEIGHBORS IN NEED. OUR MISSION IS TO FACILITATE A "COMMUNITY OF CARING" BY CONNECTING COMPASSIONATE DONORS WITH IMMEDIATE COMMUNITY NEED.
Program accomplishments
- SUPPORT CHILDREN IN THE COMMUNITY; HELPING WITH FOOD AND HYGIENE NEEDS, LOSS OF A LOVED ONE, PARENTING GAPS AND MEDICAL ISSUESExpenses $86,000 · grants $86,000
- SUPPORT IMMEDIATE COMMUNITY NEEDS TO IMPROVE THE LIVES OF NEIGHBORS BY FACILITATING A "COMMUNITY OF CARING".Expenses $55,000 · grants $55,000
- SUPPORT THE VETERAN COMMUNITY, HELPING WITH TRANSPORTATION, FOOD, HOUSING AND GENERAL SUPPORT SYSTEM NEEDS.Expenses $60,000 · grants $60,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 20-1489132
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G12)
- Assets (IRS master file)
- $82,266
- Income (IRS master file)
- $369,231
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $242,740 | $225,603 | $82,266 | XML |
| 990 | July 2024 | $131,685 | $162,923 | $66,392 | XML |
| 990 | July 2023 | $135,686 | $113,039 | $97,630 | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1489132).
Questions about HOPE AT THE LAKE FOUNDATION
- What is the EIN of HOPE AT THE LAKE FOUNDATION?
- The employer identification number (EIN) of HOPE AT THE LAKE FOUNDATION is 20-1489132.
- Is HOPE AT THE LAKE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HOPE AT THE LAKE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOPE AT THE LAKE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOPE AT THE LAKE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOPE AT THE LAKE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of HOPE AT THE LAKE FOUNDATION?
- The 990 for the year ended July 31, 2025 names LAURA GARRISON.
- Who are the officers and directors of HOPE AT THE LAKE FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HOPE AT THE LAKE FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $242,740, expenses of $225,603 and total assets of $82,266 at year end.
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All nonprofits in MOORESVILLE · North Carolina · Voluntary health associations and medical disciplines