Nonprofit · EIN 20-3266314
LAKE WALES BREAKFAST ROTARY FOUNDATION INC
Tax-exempt · LAKE WALES, FL 33859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $272,296 | $146,708 | $125,588 | $419,783 | $12,992 | $406,791 |
| June 30, 2025 | 990 | $141,572 | $172,653 | -$31,081 | $290,000 | $8,800 | $281,200 |
| June 30, 2024 | 990 | $151,774 | $294,972 | -$143,198 | $314,476 | $2,195 | $312,281 |
| June 30, 2023 | 990 | $103,379 | $167,573 | -$64,194 | $458,478 | $2,999 | $455,479 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $209,937
- Program service revenue
- $0
- Investment income
- $16,998
- Net gain from sales of assets
- $9,371
- Net income from fundraising events
- $15,061
- Other revenue
- $45,361
Expenses
- Grants and similar amounts paid
- $12,298
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $19,785
- Program services (functional)
- $134,003
- Management and general (functional)
- $8,412
- Fundraising (functional)
- $4,293
Balance sheet and other
- Total assets, start of year
- $290,000
- Total assets, end of year
- $419,783
- Total liabilities, end of year
- $12,992
- Net assets, end of year
- $406,791
- Publicly traded securities
- $335,759
- Net assets without donor restrictions
- $406,791
- Gross receipts
- $333,072
- Employees
- 0
- Year formed
- 2005
- State of legal domicile
- FL
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BORNEMANN | TREASURER Trustee or director, Officer | 2 | $0 |
| CHERYL BOSSARTE | TRUSTEE Trustee or director | 1 | $0 |
| TOMMY FRANK | VICE PRESIDE Trustee or director | 1 | $0 |
| TOMMY GRIFFIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHELLE HURST | TRUSTEE / CH Trustee or director | 1 | $0 |
| JOHNSIE MCALISTER | TRUSTEE Trustee or director | 1 | $0 |
| PAULINA MENCHACA | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANGELA OAKES | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT D SHIELDS | TRUSTEE Trustee or director | 1 | $0 |
| MARISSA STORY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BORNEMANN | TREASURER Trustee or director, Officer | 2 | $0 |
| CHERYL BOSSARTE | TRUSTEE Trustee or director | 1 | $0 |
| TOMMY FRANK | VICE PRESIDE Trustee or director | 1 | $0 |
| TOMMY GRIFFIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHELLE HURST | TRUSTEE / CH Trustee or director | 1 | $0 |
| JOHNSIE MCALISTER | TRUSTEE Trustee or director | 1 | $0 |
| PAULINA MENCHACA | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANGELA OAKES | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT D SHIELDS | TRUSTEE Trustee or director | 1 | $0 |
| MARISSA STORY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BORNEMANN | TREASURER Trustee or director, Officer | 2 | $0 |
| CHERYL BOSSARTE | SECRETARY Trustee or director | 1 | $0 |
| EUGENE FULTZ | TRUSTEE Trustee or director | 1 | $0 |
| DICK HOWELL | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE HURST | TRUSTEE / CH Trustee or director | 1 | $0 |
| SHELBY LOVELESS | TRUSTEE Trustee or director | 1 | $0 |
| JOHNSIE MCALISTER | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ANGELA OAKES | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ROBERT D SHIELDS | TRUSTEE Trustee or director | 1 | $0 |
| MELISSA STOLLER | TRUSTEE Trustee or director | 1 | $0 |
| MARISSA STORY | TRUSTEE Trustee or director | 1 | $0 |
| JAMES WEAVER | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER WELCH | TRUSTEE Trustee or director | 1 | $0 |
| TIM WELCH | PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN BORNEMANN | TREASURER Trustee or director, Officer | 1 | $0 |
| CHERYL BOSSARTE | SECRETARY Trustee or director | 1 | $0 |
| EUGENE FULTZ | TRUSTEE Trustee or director | 1 | $0 |
| DICK HOWELL | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE HURST | TRUSTEE / CH Trustee or director | 1 | $0 |
| SHELBY LOVELESS | TRUSTEE Trustee or director | 1 | $0 |
| JOHNSIE MCALISTER | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ANGELA OAKES | TRUSTEE Trustee or director, Officer | 1 | $0 |
| ROBERT D SHIELDS | TRUSTEE Trustee or director | 1 | $0 |
| MELISSA STOLLER | TRUSTEE Trustee or director | 1 | $0 |
| MARISSA STORY | TRUSTEE Trustee or director | 1 | $0 |
| JAMES WEAVER | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER WELCH | TRUSTEE Trustee or director | 1 | $0 |
| TIM WELCH | PRESIDENT Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1313, LAKE WALES, FL 33859-1313
- In care of
- % MICHELLE G HURST
- Mailing address (990-N for 2012)
- PO Box 1313, Lake Wales FL 33859
- Principal officer (990 for 2025)
- STEPHEN BORNEMANN, PO BOX 1313, LAKE WALES, FL 33859
- Principal officer (990-N for 2012)
- Larry Bossarte, PO Box 1313, Lake Wales FL 33859
- Signed the 990
- STEPHEN BORNEMANN, TREASURER
- Phone
- (863) 696-1102
- Return prepared by
- BUNTING TRIPP & INGLEY LLP
Mission
TO SPONSOR CAMPS FOR UNDERPRIVILEGED CHILDREN IN THE LAKE WALES, FLORIDA AREA AND TO SUPPORT COMMUNITY AND INTERNATIONAL CHARITABLE ACTIVITIES.
Program accomplishments
- SUPPORT TO ROTARY FOUNDATION INTERNATIONALExpenses $30,253
- SUPPORTED VARIOUS COMMUNITY CHARITABLE PROJECTSExpenses $12,298 · grants $12,298
- SUPPORTED BOYS AND GIRLS CAMP FOR UNDERPRIVILEGED YOUTHExpenses $39,593 · revenue $29,061
- SUPPORTED VARIOUS COMMUNITY CHARITABLE PROJECTSExpenses $51,859
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3266314
- 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
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $419,783
- Income (IRS master file)
- $333,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $272,296 | $146,708 | $419,783 | XML |
| 990 | June 2025 | $141,572 | $172,653 | $290,000 | IRS |
| 990 | June 2024 | $151,774 | $294,972 | $314,476 | XML |
| 990 | June 2023 | $103,379 | $167,573 | $458,478 | XML |
| 990 | June 2022 | $278,920 | $140,258 | $520,220 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2012 Officer: Larry Bossarte | June 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-3266314).
Questions about LAKE WALES BREAKFAST ROTARY FOUNDATION INC
- What is the EIN of LAKE WALES BREAKFAST ROTARY FOUNDATION INC?
- The employer identification number (EIN) of LAKE WALES BREAKFAST ROTARY FOUNDATION INC is 20-3266314.
- Is LAKE WALES BREAKFAST ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to LAKE WALES BREAKFAST ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE WALES BREAKFAST ROTARY FOUNDATION INC 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 LAKE WALES BREAKFAST ROTARY FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE WALES BREAKFAST ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of LAKE WALES BREAKFAST ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names STEPHEN BORNEMANN.
- Who are the officers and directors of LAKE WALES BREAKFAST ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does LAKE WALES BREAKFAST ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $272,296, expenses of $146,708 and total assets of $419,783 at year end.
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