Nonprofit · EIN 59-3418554
LAKE WALES RETIREMENT CENTER INC
Tax-exempt · COLUMBUS, OH 43220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,988,125 | $8,177,985 | -$1,189,860 | $23,072,664 | $32,683,068 | -$9,610,404 |
| December 31, 2023 | 990 | $6,623,849 | $9,036,583 | -$2,412,734 | $23,979,825 | $32,400,369 | -$8,420,544 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $74,954
- of which government grants
- $48,299
- Program service revenue
- $6,816,423
- Investment income
- $91,747
- Other revenue
- $5,001
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,768,657
- Salaries, compensation and benefits (total)
- $2,255,918
- Professional fundraising fees
- $0
- Legal fees
- $14,241
- Accounting fees
- $17,356
- Occupancy
- $652,672
- Travel
- $4,672
- Depreciation
- $1,278,876
- Program services (functional)
- $6,769,894
- Management and general (functional)
- $1,408,091
Balance sheet and other
- Total assets, start of year
- $23,979,825
- Total assets, end of year
- $23,072,664
- Total liabilities, end of year
- $32,683,068
- Net assets, end of year
- -$9,610,404
- Land, buildings and equipment
- $18,502,206
- Net assets without donor restrictions
- -$9,610,404
- Gross receipts
- $6,988,125
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1997
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW D RULE | VICE PRESIDENT & DIRECTOR Trustee or director, Officer | 0.1 | $0 | $530,244 | $48,755 |
| BRIANNA METTLER | PRESIDENT & DIRECTOR Trustee or director, Officer | 0.1 | $0 | $522,777 | $44,785 |
| JULIE M WOOLLEY | SECRETARY Officer | 0.1 | $0 | $460,801 | $28,845 |
| SONYA BROWN | DIRECTOR Trustee or director | 0.1 | $0 | $438,172 | $44,001 |
| LINDSEY DEHRING | TREASURER & CHAIR Trustee or director, Officer | 0.1 | $0 | $291,958 | $18,895 |
| DENISE ANDERSON | DIRECTOR Trustee or director | 0.1 | $0 | $239,214 | $18,681 |
| ANNA JENKINS | DIRECTOR Trustee or director | 0.1 | $0 | $199,765 | $34,357 |
| KELLI MEYUNG | VICE PRESIDENT Officer | 0.1 | $0 | $201,846 | $11,539 |
| KWANZA BRYANT | EXECUTIVE DIRECTOR II Highest-paid employee | 40 | $0 | $129,296 | $25,159 |
| PARKER STITZER | DIRECTOR AT LARGE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mark Ricketts | Director thru 6/30/23 Trustee or director | 0.1 | $0 | $1,034,281 | $47,045 |
| Susan M DiMickele | President & Director Trustee or director, Officer | 0.1 | $0 | $607,577 | $45,633 |
| Robert S Walter | Vice President & Chair Trustee or director, Officer | 0.1 | $0 | $515,573 | $37,100 |
| Matthew D Rule | Vice President & Director Trustee or director, Officer | 0.1 | $0 | $478,588 | $46,401 |
| Julie M Woolley | Secretary Officer | 0.1 | $0 | $411,983 | $28,373 |
| Brianna Mettler | Vice President Officer | 0.1 | $0 | $293,543 | $39,705 |
| Julia A Fratianne | Treasurer Officer | 0.1 | $0 | $251,898 | $44,753 |
| Kwanza Bryant | Executive Director II Highest-paid employee | 40 | $0 | $125,194 | $23,787 |
| Peter Vogel | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Parker Stitzer | Director Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2245 N BANK DR, COLUMBUS, OH 43220-5422
- In care of
- % LINDSEY DEHRING
- Mailing address (990-N for 2010)
- 255 East Park Ave, Lake Wales FL 33853
- Principal officer (990 for 2024)
- SEAN ALEXANDER, 2245 NORTH BANK DRIVE, COLUMBUS, OH 43220
- Principal officer (990-N for 2010)
- Ellis Hunt, 932 Lakeshore Blvd, Lake Wales FL 33853
- Signed the 990
- LINDSEY DEHRING, VICE PRESIDENT OF FINANCE
- Phone
- (614) 451-2151
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, WE PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES FOR SENIORS.
Program accomplishments
- OPERATED A SENIOR LIVING COMMUNITY CONSISTING OF 44 LICENSED RESIDENTIAL CARE UNITS, 16 LICENSED MEMORY CARE UNITS, 69 INDEPENDENT LIVING UNITS, AND 22 INDEPENDENT LIVING VILLAS.Expenses $6,769,894 · revenue $6,821,424
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3418554
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $23,072,664
- Income (IRS master file)
- $6,988,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,988,125 | $8,177,985 | $23,072,664 | IRS |
| 990 | December 2023 | $6,623,849 | $9,036,583 | $23,979,825 | XML |
| 990 | December 2022 | $5,752,725 | $7,742,605 | $25,147,315 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Ellis Hunt | December 31, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
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 59-3418554).
Questions about LAKE WALES RETIREMENT CENTER INC
- What is the EIN of LAKE WALES RETIREMENT CENTER INC?
- The employer identification number (EIN) of LAKE WALES RETIREMENT CENTER INC is 59-3418554.
- Is LAKE WALES RETIREMENT CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to LAKE WALES RETIREMENT CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE WALES RETIREMENT CENTER 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 WALES RETIREMENT CENTER 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 LAKE WALES RETIREMENT CENTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LAKE WALES RETIREMENT CENTER INC?
- The 990 for the year ended December 31, 2024 names SEAN ALEXANDER.
- Who are the officers and directors of LAKE WALES RETIREMENT CENTER INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does LAKE WALES RETIREMENT CENTER INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,988,125, expenses of $8,177,985 and total assets of $23,072,664 at year end.
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