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Nonprofit · EIN 62-0604630

LAKESHORE ESTATE INC

Tax-exempt · NASHVILLE, TN 37221

Financials

$20M$16.5M2023$14.7M$15.2M2024
Revenue Expenses · by fiscal year end
Financials of LAKESHORE ESTATE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$14,691,346$15,237,740-$546,394$27,529,354$23,330,304$4,199,050
December 31, 2023990$19,987,001$16,533,255$3,453,746$26,532,554$21,787,109$4,745,445
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$390,876
of which government grants
$390,876
Program service revenue
$14,245,346
Investment income
$14,081
Other revenue
$41,043

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,817
Accounting fees
$68,000
Occupancy
$600,564
Travel
$1,916
Depreciation
$1,377,674
Program services (functional)
$11,800,227
Management and general (functional)
$3,437,513

Balance sheet and other

Total assets, start of year
$26,532,554
Total assets, end of year
$27,529,354
Total liabilities, end of year
$23,330,304
Net assets, end of year
$4,199,050
Land, buildings and equipment
$23,266,573
Net assets without donor restrictions
$4,199,050
Gross receipts
$14,691,346
Employees
0
Volunteers
80
Year formed
1949
State of legal domicile
TN

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.

NameTitleHours / weekCompensation
EMILY ACUFFVICE-CHAIRMAN
Trustee or director, Officer
3$0
BARBARA OUTHIERSECRETARY
Trustee or director, Officer
3$0
JOHN ROBINSONTREASURER
Trustee or director, Officer
3$0
BLAKE BROCKCHAIRMAN
Trustee or director
2$0
JON JABLONSKIDIRECTOR
Trustee or director
2$0
SCOTT GILMERDIRECTOR
Trustee or director
2$0
LEE HORNDIRECTOR
Trustee or director
2$0
DEBBIE H LAMBERTDIRECTOR
Trustee or director
2$0
SUSAN LLOYDDIRECTOR
Trustee or director
2$0
ANGEL BEBOUTDIRECTOR
Trustee or director
2$0
WYATT RAMPYDIRECTOR
Trustee or director
2$0
RANDY ZUPADIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
EMILY ACUFFVICE-CHAIRMAN
Trustee or director, Officer
3$0
BARBARA OUTHIERSECRETARY
Trustee or director, Officer
3$0
JOHN ROBINSONTREASURER
Trustee or director, Officer
3$0
BLAKE BROCKCHAIRMAN
Trustee or director
2$0
JON JABLONSKIDIRECTOR
Trustee or director
2$0
SCOTT GILMERDIRECTOR
Trustee or director
2$0
LEE HORNDIRECTOR
Trustee or director
2$0
DEBBIE H LAMBERTDIRECTOR
Trustee or director
2$0
SUSAN LLOYDDIRECTOR
Trustee or director
2$0
ROY TOM PURKEY JRDIRECTOR
Trustee or director
2$0
WYATT RAMPYDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
8044 COLEY DAVIS RD, NASHVILLE, TN 37221-2310
Principal officer (990 for 2024)
JOHN ROBINSON, 8044 COLEY DAVIS ROAD, NASHVILLE, TN 37221
Signed the 990
JOHN ROBINSON, TREASURER
Phone
(615) 646-4466
Return prepared by
CRI ADVISORS LLC

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE REASONABLY PRICED RETIREMENT AND HEALTH CARE SERVICES, TO PROMOTE LIVING WITH DIGNITY IN A SECURE CHRISTIAN ENVIRONMENT WITH DAILY EFFORTS TO ENHANCE EACH RESIDENT'S SPIRITUAL, MENTAL AND PHYSICAL LIFE. THE ORGANIZATION WILL ASSIST, WHERE POSSIBLE, IN SECURING FINANCIAL ASSISTANCE FOR THOSE RESIDENTS WITH INADEQUATE RESOURCES TO PROVIDE FOR THEIR CARE.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE REASONABLY PRICED RETIREMENT LIVING AND NURSING HOME CARE TO RESDIENTS AND WHERE POSSIBLE, SECURE FINANCIAL ASSISTANCE FOR THOSE RESIDENTS WITH LIMITED RESOURCES TWO CAMPUSES ARE MAINTAINED WITH COMBINED LICENSES FOR 42 RESIDENTIAL HOME BEDS (21 ROOMS) AND 179 NURSING BEDS ROOMS CONFIGURED BED CAPACTITES ARE 21 RESIDENTIAL AND 160 NURSING DUE TO INCREASING DEMAND FOR PRIVATE ROOMS. THE ORGANIZATION ALSO MAINTAINS SINGLE-FAMILY AND/OR DUPLEX HOMES FOR INDEPENDENT LIVING RESIDENTS AT BOTH LOCATIONS.
    Expenses $11,800,227 · revenue $14,300,469

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
62-0604630
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
1955
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$27,529,354
Income (IRS master file)
$14,691,346

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$14,691,346$15,237,740$27,529,354IRS
990December 2023$19,987,001$16,533,255$26,532,554XML
990December 2022$18,358,530$20,825,482$25,561,597IRS
990December 2021–––IRS
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 62-0604630).

Questions about LAKESHORE ESTATE INC

What is the EIN of LAKESHORE ESTATE INC?
The employer identification number (EIN) of LAKESHORE ESTATE INC is 62-0604630.
Is LAKESHORE ESTATE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to LAKESHORE ESTATE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKESHORE ESTATE 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 LAKESHORE ESTATE 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 LAKESHORE ESTATE 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 LAKESHORE ESTATE INC?
The 990 for the year ended December 31, 2024 names JOHN ROBINSON.
Who are the officers and directors of LAKESHORE ESTATE INC?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does LAKESHORE ESTATE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $14,691,346, expenses of $15,237,740 and total assets of $27,529,354 at year end.

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