Nonprofit · EIN 38-2239200
LAKE BELLA VISTA IMPROVEMENT ASSOCIATION
Tax-exempt · ROCKFORD, MI 49341
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,280,879 | $932,982 | $347,897 | $3,574,872 | $0 | $3,574,872 |
| September 30, 2024 | 990 | $1,131,947 | $848,953 | $282,994 | $3,175,245 | $0 | $3,175,245 |
| September 30, 2023 | 990 | $915,944 | $760,560 | $155,384 | $2,840,542 | $0 | $2,840,542 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,023,942
- Investment income
- $72,027
- Other revenue
- $184,910
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $136,784
- Salaries, compensation and benefits (total)
- $154,779
- Professional fundraising fees
- $0
- Legal fees
- $8,500
- Accounting fees
- $15,721
- Occupancy
- $31,520
- Depreciation
- $83,141
- Program services (functional)
- $874,385
- Management and general (functional)
- $58,597
Balance sheet and other
- Total assets, start of year
- $3,175,245
- Total assets, end of year
- $3,574,872
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,574,872
- Land, buildings and equipment
- $1,092,824
- Publicly traded securities
- $411,424
- Net assets without donor restrictions
- $3,574,872
- Gross receipts
- $1,280,879
- Employees
- 7
- Year formed
- 2000
- State of legal domicile
- MI
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY SMITH | PRESIDENT Trustee or director, Officer | 1.3 | $0 |
| LORRIE HANEY | SECRETARY Trustee or director, Officer | 1.3 | $0 |
| BRANDON GRAETZ | TREASURER Trustee or director, Officer | 1.3 | $0 |
| GENE KUEHLE | DIRECTOR Trustee or director, Officer | 1.3 | $0 |
| PAT DALTON | DIRECTOR Trustee or director | 1.3 | $0 |
| ADAM ZUZELSKI | DIRECTOR Trustee or director | 1.3 | $0 |
| MARK WELLS | DIRECTOR Trustee or director | 1.3 | $0 |
| ELIZABETH TAYLOR | DIRECTOR Trustee or director | 1.3 | $0 |
| RUSS DUBA | DIRECTOR Trustee or director | 1.3 | $0 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY SMITH | PRESIDENT Trustee or director, Officer | 1.3 | $0 |
| GENE KUEHLE | VICE PRESIDE Trustee or director, Officer | 1.3 | $0 |
| LORRIE HANEY | SECRETARY Trustee or director, Officer | 1.3 | $0 |
| BRANDON GRAETZ | TREASURER Trustee or director, Officer | 1.3 | $0 |
| PAT DALTON | DIRECTOR Trustee or director | 1.3 | $0 |
| ADAM ZUZELSKI | DIRECTOR Trustee or director | 1.3 | $0 |
| MARK WELLS | DIRECTOR Trustee or director | 1.3 | $0 |
| ELIZABETH TAYLOR | DIRECTOR Trustee or director | 1.3 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY SMITH | PRESIDENT Trustee or director, Officer | 1.3 | $0 |
| GENE KUEHLE | VICE PRESIDE Trustee or director, Officer | 1.3 | $0 |
| LORRIE HANEY | SECRETARY Trustee or director, Officer | 1.3 | $0 |
| BRANDON GRAETZ | TREASURER Trustee or director, Officer | 1.3 | $0 |
| RUSS DUBA | DIRECTOR Trustee or director | 1.3 | $0 |
| PAT DALTON | DIRECTOR Trustee or director | 1.3 | $0 |
| ADAM ZUZELSKI | DIRECTOR Trustee or director | 1.3 | $0 |
| MARK WELLS | DIRECTOR Trustee or director | 1.3 | $0 |
| ELIZABETH TAYLOR | DIRECTOR Trustee or director | 1.3 | $0 |
Address and contacts
- Address (IRS master file)
- 6411 BELLA VISTA DR NE, ROCKFORD, MI 49341-7869
- Principal officer (990 for 2024)
- CASEY SMITH, 7175 LOMA LINDA DR, ROCKFORD, MI 49341
- Signed the 990
- CASEY SMITH, PRESIDENT
- Phone
- (616) 874-6777
- Website
- WWW.LAKEBELLAVISTA.NET
- Return prepared by
- MONROE SWEERIS & TROMP PC
Mission
TO PROVIDE WATER SERVICE, MAINTAIN COMMON AREAS AND PROMOTE THE HEALTH SAFETY AND WELFARE OF THE LAKE BELLA VISTA RESIDENTS.
Program accomplishments
- THE ASSOCIATION PROVIDED MAINTENANCE, PRESERVATION AND ARCHITECTURAL CONTROL OF THE COMMON REAL ESTATE OF THE HOMEOWNERS ASSOCIATION AND THE TWO LAKES WITHIN ITS JURISDICTION.Expenses $507,492 · revenue $491,935
- THE ASSOCIATION PROVIDED METERED WATER FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.Expenses $366,893 · revenue $532,007
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 38-2239200
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,574,872
- Income (IRS master file)
- $1,280,879
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,280,879 | $932,982 | $3,574,872 | XML |
| 990 | September 2024 | $1,131,947 | $848,953 | $3,175,245 | XML |
| 990 | September 2023 | $915,944 | $760,560 | $2,840,542 | XML |
| 990 | September 2022 | $803,238 | $676,812 | $2,691,698 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 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 38-2239200).
Questions about LAKE BELLA VISTA IMPROVEMENT ASSOCIATION
- What is the EIN of LAKE BELLA VISTA IMPROVEMENT ASSOCIATION?
- The employer identification number (EIN) of LAKE BELLA VISTA IMPROVEMENT ASSOCIATION is 38-2239200.
- Is LAKE BELLA VISTA IMPROVEMENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1993.
- Are donations to LAKE BELLA VISTA IMPROVEMENT ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LAKE BELLA VISTA IMPROVEMENT 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 LAKE BELLA VISTA IMPROVEMENT ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE BELLA VISTA IMPROVEMENT ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LAKE BELLA VISTA IMPROVEMENT ASSOCIATION?
- The 990 for the year ended September 30, 2025 names CASEY SMITH.
- Who are the officers and directors of LAKE BELLA VISTA IMPROVEMENT ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does LAKE BELLA VISTA IMPROVEMENT ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,280,879, expenses of $932,982 and total assets of $3,574,872 at year end.
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