Nonprofit · EIN 27-2595031
LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC
Tax-exempt · DULUTH, MN 55804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $100,850 | $107,396 | -$6,546 | $86,465 | – | $86,465 |
| December 31, 2023 | 990-EZ | $90,335 | $88,307 | $2,028 | $93,011 | – | $93,011 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $20,038
- Program service revenue
- $75,937
- Investment income
- $43
- Other revenue
- $4,832
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $91,358
- Printing, publications and postage
- $1,990
- Other expenses
- $14,048
- Program services (functional)
- $104,937
Balance sheet and other
- Total assets, start of year
- $93,011
- Total assets, end of year
- $86,465
- Total liabilities, end of year
- –
- Net assets, end of year
- $86,465
- Cash, savings and investments
- $86,465
- Gross receipts
- $100,850
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHYLLIS MAKELA | PRESIDENT | 1 | $0 |
| JASON OLSEN | TREASURER | 1 | $0 |
| AMY BISHOP | BOARD | 1 | $0 |
| BOBBI AULIE | BOARD | 1 | $0 |
| CHAD LIPKA | BOARD | 1 | $0 |
| LINDA BASHAW | BOARD | 1 | $0 |
| DARREN SHELDON | BOARD | 1 | $0 |
| JIM RICH | BOARD | 1 | $0 |
| JEAN WALTERS | BOARD | 1 | $0 |
| MELISSA BERGMAN | SECRETARY | 1 | $0 |
| JODI FISHER | BOARD | 1 | $0 |
| ELIZABETH MILLER | BOARD | 1 | $0 |
990-EZ for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHYLLIS MAKELA | PRESIDENT | 1 | $0 |
| GARY BERGGREN | VICE PRESIDE | 1 | $0 |
| MIKE KELLER | TREASURER | 1 | $0 |
| AMY BISHOP | BOARD | 1 | $0 |
| DEB ALMIRALL | BOARD | 1 | $0 |
| JODY FISHER | BOARD | 1 | $0 |
| LINDA BASHAW | BOARD | 1 | $0 |
| DARREN SHELDON | BOARD | 1 | $0 |
| JIM RICH | BOARD | 1 | $0 |
| JEAN WALTERS | BOARD | 1 | $0 |
| MELISSA BERGMAN | SECRETARY | 1 | $0 |
| SARA SOCHA | BOARD | 1 | $0 |
| ELIZABETH MILLER | BOARD | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5207 N TISCHER RD, DULUTH, MN 55804-3010
- In care of
- % KRISTIN TEBERG
- Signed the 990-EZ
- PHYLLIS MAKELA, PRESIDENT
- Phone
- (218) 390-7240
- Return prepared by
- LICARI LARSEN AND COMPANY
Mission
THE ORGANIZATIONS PRIMARY PURPOSE IS TO PROVIDE SUPPORT FOR LAKEWOOD ELEMENTARY MONTESSORI SCHOOL AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS AT THE SCHOOL.
Program accomplishments
- PROVIDE SUPPORT FOR LAKEWOOD ELEMENTARY MONTESSORI SCHOOL AS WELL AS EDUCATIONAL OPPORTUNITIES TO STUDENTS.Expenses $104,937
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-2595031
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $86,465
- Income (IRS master file)
- $100,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $100,850 | $107,396 | $86,465 | XML |
| 990-EZ | December 2023 | $90,335 | $88,307 | $93,011 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 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 27-2595031).
Questions about LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC
- What is the EIN of LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC?
- The employer identification number (EIN) of LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC is 27-2595031.
- Is LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKEWOOD ELEMENTARY SCHOOL 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 LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC?
- The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does LAKEWOOD ELEMENTARY SCHOOL FOUNDATION INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $100,850, expenses of $107,396 and total assets of $86,465 at year end.
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