Nonprofit · EIN 43-1116106
LAKE FOREST ESTATES COMMUNITY ASSN
Tax-exempt · STE GENEVIEVE, MO 63670
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $445,807 | $424,186 | $21,621 | $1,154,737 | $30,846 | $1,123,891 |
| January 31, 2025 | 990 | $498,820 | $363,134 | $135,686 | $1,096,798 | -$5,472 | $1,102,270 |
| January 31, 2024 | 990 | $536,987 | $454,206 | $82,781 | $981,360 | $14,776 | $966,584 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $416,620
- Investment income
- $29,109
- Other revenue
- $78
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $129,032
- Salaries, compensation and benefits (total)
- $140,496
- Professional fundraising fees
- $0
- Legal fees
- $375
- Accounting fees
- $7,245
- Depreciation
- $20,693
- Program services (functional)
- $174,873
- Management and general (functional)
- $215,136
- Fundraising (functional)
- $34,177
Balance sheet and other
- Total assets, start of year
- $1,096,798
- Total assets, end of year
- $1,154,737
- Total liabilities, end of year
- $30,846
- Net assets, end of year
- $1,123,891
- Land, buildings and equipment
- $218,780
- Net assets without donor restrictions
- $1,123,891
- Gross receipts
- $445,807
- Employees
- 10
- Year formed
- 1971
- State of legal domicile
- MO
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM DONZE DONZE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| TODD JOKERST | DIRECTOR Trustee or director | 1 | $0 |
| ROSE KASTRUP | TREASURER Trustee or director, Officer | 2 | $0 |
| DENNIS LEA | DIRECTOR Trustee or director | 1 | $0 |
| JAKE MYRACLE | DIRECTOR Trustee or director | 1 | $0 |
| GREG STEPHENSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| TIMOTHY UDING | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
990 for the year ended January 31, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE EVELSIZER | DIRECTOR Trustee or director | 1 | $0 |
| JIM DONZE DONZE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| TODD JOKERST | DIRECTOR Trustee or director | 1 | $0 |
| ROSE KASTRUP | TREASURER Trustee or director, Officer | 2 | $0 |
| DENNIS LEA | DIRECTOR Trustee or director | 1 | $0 |
| GREG STEPHENSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| TIMOTHY UDING | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
990 for the year ended January 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM DONZE DONZE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ROSE KASTRUP | TREASURER Trustee or director, Officer | 2 | $0 |
| DENNIS LEA | DIRECTOR Trustee or director | 1 | $0 |
| DAVID KENT ORRICK | DIRECTOR Trustee or director | 1 | $0 |
| GREG STEPHENSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| TIMOTHY UDING | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MARK WIEGERT | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13765 LAKEWOOD DR, STE GENEVIEVE, MO 63670-8619
- Principal officer (990 for 2025)
- JIM DONZE DONZE, 13176 LAKEWOOD DR, STE GENEVIEVE, MO 63670
- Signed the 990
- JIM DONZE, PRESIDENT
- Phone
- (573) 483-9861
- Website
- WWW.LAKEFORESTESTATESMO.COM
- Return prepared by
- MWR CPAS LLC
Mission
PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE PEOPLE OF THE LAKE FOREST ESTATES COMMUNITY. THE ASSOCIATION PROVIDES ROADS, WATER, SEWER, COMMON GROUND, AND RECREATIONAL FACILITIES TO THE LAKE FOREST ESTATES COMMUNITY.
Program accomplishments
- THE ASSOCIATION PROVIDED FOR THE GENERAL WELFARE OF THE PEOPLE OF THE LAKE FOREST ESTATES COMMUNITY. MUNICIPAL AND OR GOVERNMENTAL SERVICES WERE PROVIDED THROUGH ACTIVITIES AS A HOMEOWNERS ASSOCIATION. THE ASSOCIATION PROVIDED FOR THE UPKEEP AND MAINTENANCE OF COMMUNITY PROPERTY.Expenses $174,873 · revenue $416,620
- THE ASSOCIATION PROVIDED FOR THE GENERAL WELFARE OF THE PEOPLE OF THE LAKE FOREST ESTATES COMMUNITY. MUNICIPAL AND OR GOVERNMENTAL SERVICES WERE PROVIDED THROUGH ACTIVITIES AS A HOMEOWNERS ASSOCIATION. THE ASSOCIATION PROVIDED FOR THE UPKEEP AND MAINTENANCE OF COMMUNITY PROPERTY.
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 43-1116106
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L50)
- Assets (IRS master file)
- $1,154,737
- Income (IRS master file)
- $445,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $445,807 | $424,186 | $1,154,737 | XML |
| 990 | January 2025 | $498,820 | $363,134 | $1,096,798 | XML |
| 990 | January 2024 | $536,987 | $454,206 | $981,360 | XML |
| 990 | January 2023 | $528,487 | $302,765 | $891,801 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2020 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | 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 43-1116106).
Questions about LAKE FOREST ESTATES COMMUNITY ASSN
- What is the EIN of LAKE FOREST ESTATES COMMUNITY ASSN?
- The employer identification number (EIN) of LAKE FOREST ESTATES COMMUNITY ASSN is 43-1116106.
- Is LAKE FOREST ESTATES COMMUNITY ASSN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2007.
- Are donations to LAKE FOREST ESTATES COMMUNITY ASSN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LAKE FOREST ESTATES COMMUNITY ASSN 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 FOREST ESTATES COMMUNITY ASSN due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE FOREST ESTATES COMMUNITY ASSN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who is the principal officer of LAKE FOREST ESTATES COMMUNITY ASSN?
- The 990 for the year ended January 31, 2026 names JIM DONZE DONZE.
- Who are the officers and directors of LAKE FOREST ESTATES COMMUNITY ASSN?
- The 990 for the year ended January 31, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does LAKE FOREST ESTATES COMMUNITY ASSN have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $445,807, expenses of $424,186 and total assets of $1,154,737 at year end.
Other nonprofits in STE GENEVIEVE
- INDEPENDENCE CENTER OF STE GENEVIEVE COUNTY LLC EIN 45-4004126 · last filed 990 for 2025
- STE GENEVIEVE GROUP HOME INC EIN 43-1539438 · last filed 990 for 2025
- STE GENEVIEVE CO SHELTER WORKSHOP EIN 51-0200666 · last filed 990 for 2025
- LABORERS INTERNATIONAL UNION OF NORTH AMERICA EIN 43-0337544 · last filed 990 for 2025
- FRENCH COLONIAL AMERICA EIN 81-4541429 · last filed 990 for 2024
- VALLE SCHOOLS FOUNDATION INC EIN 43-1211002 · last filed 990 for 2024
- MISSOURI ELKS BENEVOLENT TRUST INC EIN 43-6050436 · last filed 990 for 2025
- LABORERS INTERNATIONAL UNION OF NORTH AMERICA EIN 37-1420173 · last filed 990 for 2025
All nonprofits in STE GENEVIEVE · Missouri · Housing and shelter