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Nonprofit · EIN 27-3346737

LAKE NONA INSTITUTE INC

Tax-exempt · ORLANDO, FL 32827

Financials

$0$266K2021$1.8M$1.9M2023$2M$1.9M2024$2.1M$2.3M2025
Revenue Expenses · by fiscal year end
Financials of LAKE NONA INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,118,000$2,257,520-$139,520$2,422,859$2,354,059$68,800
December 31, 2024990$1,981,875$1,933,456$48,419$1,655,762$1,447,442$208,320
December 31, 2023990$1,817,100$1,913,080-$95,980$1,216,126$1,056,226$159,900
December 31, 2021990$0$265,568-$265,568$1,149,623$1,063,072$86,551
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,118,000
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$1,623
Salaries, compensation and benefits (total)
$1,762
Professional fundraising fees
$0
Legal fees
$5,558
Accounting fees
$6,090
Occupancy
$21,240
Travel
$5,953
Program services (functional)
$2,218,137
Management and general (functional)
$39,383

Balance sheet and other

Total assets, start of year
$1,655,762
Total assets, end of year
$2,422,859
Total liabilities, end of year
$2,354,059
Net assets, end of year
$68,800
Gross receipts
$2,118,000
Employees
0
Volunteers
3
Year formed
2010
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NICHOLAS F BEUCHER IIIDIRECTOR/VP/TREASURER
Trustee or director, Officer
1$0
RASESH THAKKARDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
3$0
ALEXANDRA SILVERTONDIRECTOR/VP/SECRETARY
Trustee or director, Officer
15$0
GLORIA CAULFIELDPRESIDENT
Officer
30$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
NICHOLAS F BEUCHER IIIDIRECTOR/VP/TREASURER
Trustee or director, Officer
1$0
RASESH THAKKARDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
3$0
ALEXANDRA SILVERTONDIRECTOR/VP/SECRETARY
Trustee or director, Officer
15$0
GLORIA CAULFIELDPRESIDENT
Officer
30$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
NICHOLAS F BEUCHER IIIDIRECTOR/VP/TREASURER
Trustee or director, Officer
1$0
RASESH THAKKARDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
3$0
ALEXANDRA SILVERTONDIRECTOR/VP/SECRETARY
Trustee or director, Officer
15$0
GLORIA CAULFIELDPRESIDENT
Officer
30$0
990 for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensation
NICHOLAS F BEUCHER IIIDIRECTOR/SECRETARY
Trustee or director, Officer
1$0
RASESH THAKKARDIRECTOR/PRESIDENT
Trustee or director, Officer
3$0
WAYNE CANNERDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
1$0
GLORIA CAULFIELDVICE PRESIDENT
Officer
30$0
ALEXANDRA SILVERTONVICE PRESIDENT
Officer
15$0

Address and contacts

Address (IRS master file)
6900 TAVISTOCK LAKES BLVD STE 200, ORLANDO, FL 32827-7591
In care of
% TAVISTOCK DEVELOPMENT MGMT L
Principal officer (990 for 2025)
GLORIA CAULFIELD, 6900 TAVISTOCK LAKES BLVD, ORLANDO, FL 32827
Signed the 990
GLORIA CAULFIELD, PRESIDENT
Phone
(407) 888-6506
Return prepared by
KPMG LLP

Mission

LAKE NONA INSTITUTE IS A COLLABORATIVE COMMUNITY FOCUSED INSTITUTE DEDICATED TO DEVELOPING, ACTIVATING, AND MEASURING THE IMPACT OF INNOVATIVE TECHNOLOGIES AND PROGRAMS THAT CAN BECOME GLOBAL MODELS FOR BUILDING HEALTHY, SUSTAINABLE, AND INSPIRED COMMUNITIES.

990 for the year ended December 31, 2025

Program accomplishments

  • SEE SCHEDULE OLAKE NONA INSTITUTE IS ORGANIZED AROUND THREE "PILLARS OR AREAS OF FOCUS HEALTH AND WELLNESS, SUSTAINABILITY, AND EDUCATION. LAKE NONA INSTITUTE'S SIGNATURE PROJECT IS A COLLABORATION WITH JOHNSON & JOHNSON. THE "LAKE NONA LIFE PROJECT" IS WORKING TO ADVANCE RESEARCH ON COMMUNITY BASED HEALTH AND WELLNESS. THIS STUDY IS INTENDED TO CONTINUE FOR MULTIPLE YEARS.ALSO, LAKE NONA INSTITUTE CONDUCTS THE IMPACT FORUM, AN INVITATIONAL EVENT HELD TO UNLOCK INNOVATION TO CREATE SUSTAINABLE HEALTH COMMUNITIES AND ADVANCE THE QUALITY OF LIFE BY EXPLORING THE INTERSECTIONS OF WELLNESS, SUSTAINABLE LIVING, AND EDUCATION. THERE ARE APPROXIMATELY 250 ATTENDEES AT THE FORUM, WHICH PROVIDES OPPORTUNITIES FOR INSPIRING PRESENTATIONS, HIGH-QUALITY NETWORKING AND HANDS-ON INNOVATION SESSIONS, ALLOWING ALL DELEGATES TO PLAY AN ACTIVE ROLE AND PROVIDE MEANINGFUL AND LIVELY INPUT. THE GOAL OF THIS EVENT IS TO GENERATE NEW INNOVATIVE APPROACHES AND SCIENTIFIC PURSUITS, THAT ARE DESIGNED TO BE REPLICATED AND SCALED ON A GLOBAL LEVEL.
    Expenses $2,218,137

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-3346737
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
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E05)
Assets (IRS master file)
$2,422,859
Income (IRS master file)
$2,118,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,118,000$2,257,520$2,422,859XML
990December 2024$1,981,875$1,933,456$1,655,762XML
990December 2023$1,817,100$1,913,080$1,216,126XML
990December 2022$1,530,000$1,360,671$1,020,431IRS
990December 2021$0$265,568$1,149,623XML
990December 2020–––IRS
990December 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 27-3346737).

Questions about LAKE NONA INSTITUTE INC

What is the EIN of LAKE NONA INSTITUTE INC?
The employer identification number (EIN) of LAKE NONA INSTITUTE INC is 27-3346737.
Is LAKE NONA INSTITUTE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to LAKE NONA INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE NONA INSTITUTE 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 NONA INSTITUTE INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKE NONA INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LAKE NONA INSTITUTE INC?
The 990 for the year ended December 31, 2025 names GLORIA CAULFIELD.
Who are the officers and directors of LAKE NONA INSTITUTE INC?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LAKE NONA INSTITUTE INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,118,000, expenses of $2,257,520 and total assets of $2,422,859 at year end.

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