Nonprofit · EIN 34-4427938
LAKESIDE ASSOCIATION
Tax-exempt · LKSID MARBLHD, OH 43440
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $14,327,982 | $12,967,880 | $1,360,102 | $25,685,106 | $4,215,749 | $21,469,357 |
| March 31, 2024 | 990 | $14,659,904 | $13,096,021 | $1,563,883 | $23,577,494 | $3,464,661 | $20,112,833 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $1,929,446
- Program service revenue
- $12,120,206
- Investment income
- $278,330
- Net gain from sales of assets
- $16,447
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $4,479,032
- Salaries, compensation and benefits (total)
- $5,504,907
- Professional fundraising fees
- $0
- Legal fees
- $102,499
- Accounting fees
- $38,175
- Occupancy
- $659,775
- Travel
- $533,046
- Depreciation
- $997,027
- Program services (functional)
- $10,015,223
- Management and general (functional)
- $2,474,956
- Fundraising (functional)
- $477,701
Balance sheet and other
- Total assets, start of year
- $23,577,494
- Total assets, end of year
- $25,685,106
- Total liabilities, end of year
- $4,215,749
- Net assets, end of year
- $21,469,357
- Land, buildings and equipment
- $15,451,860
- Publicly traded securities
- $820,723
- Net assets without donor restrictions
- $19,023,404
- Net assets with donor restrictions
- $2,445,953
- Gross unrelated business income
- $1,335,328
- Gross receipts
- $14,506,274
- Employees
- 291
- Volunteers
- 245
- Year formed
- 1919
- 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 | Other / benefits |
|---|---|---|---|---|
| CHARLES ALLEN | PRESIDENT & CEO Officer | 40 | $200,000 | $16,337 |
| MARYANN KELMER | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JANE MARX | BOARD CHAIRPERSON Trustee or director, Officer | 12 | $0 | $0 |
| CINDY MAHL | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| LARRY KISABETH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JACK ALLEN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| CATHERINE EDWARDS | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| STEVEN BRUNOT | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| KAREN GRAHAM | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JIM HACKBARTH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ROBERT HUNTINGTON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SCOTT LOW | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| RACHEL MILLER | BOARD SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| GREG MOORE | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| GWEN NICHOLS | BOARD VICE CHAIRPERSON/TREASURER Trustee or director, Officer | 3 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL PETERSON | BOARD MEMBER Trustee or director | 3 | $0 |
| DOUG ADAMS | BOARD MEMBER Trustee or director | 3 | $0 |
| ELIZABETH ERWIN | BOARD MEMBER Trustee or director | 3 | $0 |
| PAUL HUBBARD | BOARD MEMBER Trustee or director | 3 | $0 |
| KAY PANOVEC | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended March 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLES ALLEN | PRESIDENT & CEO Officer | 40 | $175,593 | $16,252 |
| JANE ANDERSON | BOARD CHAIRPERSON Trustee or director, Officer | 20 | $0 | $0 |
| JANE MARX | BOARD VICE CHAIRPERSON Trustee or director, Officer | 12 | $0 | $0 |
| CINDY MAHL | BOARD TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| TODD FOWLER | BOARD ASSISTANT TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JACK ALLEN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JEFF BEACH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| GREG BUEHLER | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| KAREN GRAHAM | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JIM HACKBARTH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ROBERT HUNTINGTON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SCOTT LOW | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| RACHEL MILLER | BOARD SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| GREG MOORE | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| GWEN NICHOLS | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MICHAEL PETERSON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| DOUG WINNER | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ELIZABETH ERWIN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| PAUL HUBBARD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| KAY PANOVEC | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 236 WALNUT AVE, LKSID MARBLHD, OH 43440-1400
- In care of
- % LINDA/THOMAS
- Principal officer (990 for 2024)
- CHARLES ALLEN, 236 WALNUT AVE, LAKESIDE, OH 43440
- Signed the 990
- CHARLES ALLEN, PRESIDENT & CEO
- Phone
- (419) 798-4461
- Return prepared by
- BARNES WENDLING CPAS LLC
Mission
PROVIDE RELIGIOUS, EDUCATIONAL, CULTURAL, RECREATIONAL, AND MUNICIPAL SERVICES.
Program accomplishments
- PROVIDES RELIGIOUS, EDUCATIONAL, CULTURAL, AND RECREATIONAL PROGRAMS UPON THE PLAN OR SYSTEM KNOWN AS THE CHAUTAUQUA PLAN TO LAKESIDE RESIDENTS AND GUESTS; A CHAUTAUQUA COMMUNITY HISTORICALLY ASSOCIATED WITH THE UNITED METHODIST CHURCH.Expenses $10,015,223 · revenue $10,784,878
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
- 34-4427938
- 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
- 1937
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S200)
- Assets (IRS master file)
- $25,685,106
- Income (IRS master file)
- $14,506,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | – | – | – | IRS |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2024 | – | – | – | IRS |
| 990-T | March 2024 | – | – | – | IRS |
| 990 | March 2023 | $14,876,431 | $12,397,395 | $21,907,837 | IRS |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | $10,817,559 | $9,825,635 | $19,109,048 | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LAKESIDE ASSOCIATION
- What is the EIN of LAKESIDE ASSOCIATION?
- The employer identification number (EIN) of LAKESIDE ASSOCIATION is 34-4427938.
- Is LAKESIDE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to LAKESIDE ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKESIDE ASSOCIATION 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 ASSOCIATION 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 ASSOCIATION 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 ASSOCIATION?
- The 990 for the year ended March 31, 2025 names CHARLES ALLEN.
- Who are the officers and directors of LAKESIDE ASSOCIATION?
- The 990 for the year ended March 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $200,000 (CHARLES ALLEN, PRESIDENT & CEO).
- How much revenue does LAKESIDE ASSOCIATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $14,327,982, expenses of $12,967,880 and total assets of $25,685,106 at year end.
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