Nonprofit · EIN 20-4072755
LAKESIDE CHAUTAUQUA FOUNDATION
Tax-exempt · LAKESIDE, OH 43440
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $1,281,942 | $432,384 | $849,558 | $11,699,187 | $12,945 | $11,686,242 |
| March 31, 2024 | 990 | $1,575,291 | $410,309 | $1,164,982 | $10,768,693 | $15,858 | $10,752,835 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $863,533
- Program service revenue
- $0
- Investment income
- $418,409
- Net gain from sales of assets
- $184,048
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $385,832
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $432,384
Balance sheet and other
- Total assets, start of year
- $10,768,693
- Total assets, end of year
- $11,699,187
- Total liabilities, end of year
- $12,945
- Net assets, end of year
- $11,686,242
- Publicly traded securities
- $11,699,187
- Net assets without donor restrictions
- $2,888,379
- Net assets with donor restrictions
- $8,797,863
- Gross receipts
- $1,359,644
- Employees
- 0
- Volunteers
- 16
- Year formed
- 2006
- State of legal domicile
- OH
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES ALLEN | PRESIDENT & CEO Officer | 1 | $0 | $200,000 | $16,337 |
| PAUL HUBBARD | BOARD CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID WORKMAN | BOARD VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MERIDITH EGAN | BOARD NOMINATING CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID BLANK | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DOUG TALBOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NANCY BUNDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEANNIE CHANEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANE GREENE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONALD LONGWELL | INVESTMENT CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| RANDY SNOW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DWIGHT KING | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LINDA RUTTENCUTTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOSH SHADE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE MARX | BOARD CHAIRPERSON - ASSOCIATION Trustee or director, Officer | 1 | $0 |
| GWEN NICHOLS | FINANCE COMMITTEE CHAIR - ASSOCIATION Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES ALLEN | PRESIDENT & CEO, W/O VOTE Officer | 1 | $0 | $175,593 | $16,252 |
| PAUL HUBBARD | BOARD CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID WORKMAN | BOARD VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MERIDITH EGAN | BOARD NOMINATING CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID BLANK | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATIE BROWNING | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ERIC FUDO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEANNIE CHANEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANE GREENE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONALD LONGWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RANDY SNOW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| AMY SKOLNIK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANE ANDERSON | EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| TODD FOWLER | EX-OFFICIO, W/O VOTE Trustee or director | 1 | $0 | $0 | $0 |
| GRETCHEN COLON | V.P. MARKETING & ADVANCEMENT W/O VOTE Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 236 WALNUT AVE, LAKESIDE, OH 43440-1400
- In care of
- % KEVIN SIBBRING
- Principal officer (990 for 2024)
- CHARLES ALLEN, 236 WALNUT AVENUE, LAKESIDE, OH 43440
- Signed the 990
- CHARLES ALLEN, INTERIM PRESIDENT & CEO
- Phone
- (419) 798-4461
- Website
- WWW.LAKESIDEOHIO.COM
- Return prepared by
- BARNES WENDLING CPAS LLC
Mission
TO CARRY OUT THE PURPOSES OF AND BENEFIT THE LAKESIDE ASSOCIATION
Program accomplishments
- THE LAKESIDE CHAUTAUQUA FOUNDATION RAISES FUNDS FOR THE LAKESIDE ASSOCIATION AND MANAGES LONG-TERM ENDOWMENT FUNDS AND ANNUITY ACCOUNTS FOR THE LAKESIDE ASSOCIATION. THE LAKESIDE CHAUTAUQUA FOUNDATION TRANSFERRED $385,832 OF CONTRIBUTIONS AND EARNINGS TO THE LAKESIDE ASSOCIATION DURING THE YEAR ENDED MARCH 31, 2025.Expenses $432,384 · grants $385,832
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4072755
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $11,699,187
- Income (IRS master file)
- $1,359,644
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $1,281,942 | $432,384 | $11,699,187 | XML |
| 990 | March 2024 | $1,575,291 | $410,309 | $10,768,693 | XML |
| 990 | March 2023 | $708,445 | $379,357 | $9,023,136 | IRS |
| 990 | March 2022 | $638,161 | $344,658 | $9,964,982 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | 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 20-4072755).
Questions about LAKESIDE CHAUTAUQUA FOUNDATION
- What is the EIN of LAKESIDE CHAUTAUQUA FOUNDATION?
- The employer identification number (EIN) of LAKESIDE CHAUTAUQUA FOUNDATION is 20-4072755.
- Is LAKESIDE CHAUTAUQUA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LAKESIDE CHAUTAUQUA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LAKESIDE CHAUTAUQUA 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 LAKESIDE CHAUTAUQUA FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKESIDE CHAUTAUQUA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of LAKESIDE CHAUTAUQUA FOUNDATION?
- The 990 for the year ended March 31, 2025 names CHARLES ALLEN.
- Who are the officers and directors of LAKESIDE CHAUTAUQUA FOUNDATION?
- The 990 for the year ended March 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does LAKESIDE CHAUTAUQUA FOUNDATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $1,281,942, expenses of $432,384 and total assets of $11,699,187 at year end.
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