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Nonprofit · EIN 63-0288847

LAKESHORE FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35209

Financials

$10.6M$12.3M2022$11.1M$12.7M2023$11.5M$12.5M2024
Revenue Expenses · by fiscal year end
Financials of LAKESHORE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$11,522,368$12,488,974-$966,606$104,256,654$9,122,040$95,134,614
September 30, 2024990$11,058,881$12,728,670-$1,669,789$101,457,628$9,691,187$91,766,441
September 30, 2023990$10,632,154$12,259,146-$1,626,992$95,240,008$11,396,715$83,843,293
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$1,923,620
of which government grants
$1,142,743
Program service revenue
$1,409,983
Investment income
$3,779,605
Net rental income
$4,450,465
Net gain from sales of assets
$3,410,742
Net income from fundraising events
-$46,723
Net income from sales of inventory
$745
Other revenue
$4,409,160

Expenses

Grants and similar amounts paid
$268,558
Compensation of officers, directors and key employees
$1,902,291
Other salaries and wages
$3,812,206
Salaries, compensation and benefits (total)
$6,767,323
Professional fundraising fees
$0
Legal fees
$44,595
Accounting fees
$25,500
Occupancy
$743,032
Travel
$403,737
Depreciation
$1,604,158
Program services (functional)
$9,520,152
Management and general (functional)
$2,036,410
Fundraising (functional)
$932,412

Balance sheet and other

Total assets, start of year
$101,457,628
Total assets, end of year
$104,256,654
Total liabilities, end of year
$9,122,040
Net assets, end of year
$95,134,614
Land, buildings and equipment
$32,978,140
Publicly traded securities
$3,665,614
Net assets without donor restrictions
$94,313,962
Net assets with donor restrictions
$820,652
Gross receipts
$52,129,425
Employees
131
Volunteers
347
Year formed
1923
State of legal domicile
AL

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.

NameTitleHours / weekCompensationOther / benefits
JOHN KEMPPRESIDENT
Officer
40$350,555$24,772
CATHY MILLERCHIEF OPERATING AND FINANCIAL OFFICER
Officer
40$251,955$21,889
JEN ALLREDCHIEF PROGRAM OFFICER AND SPECIAL PROJECTS
Officer
40$203,827$15,714
AMY RAUWORTHCHIEF RESEARCH AND INNOVATION OFFICER
Officer
40$188,632$19,526
CHRIS THOMASONCHIEF OF ADVANCEMENT
Officer
40$190,200$7,001
DEBBIE SMITHDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$134,784$5,876
KORHAN ALTIPARMAKCONTROLLER
Highest-paid employee
40$116,805$5,556
CAROL KUTIKDIRECTOR OF FITNESS
Highest-paid employee
40$113,388$4,618
EDWARD REYNOLDSDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$108,105$7,001
GRAHAM SISSON JRDIRECTOR AND CHAIRMAN
Trustee or director, Officer
0.77$0$0
WILLIAM BILL HORTONDIRECTOR AND VICE CHAIR
Trustee or director, Officer
0.77$0$0
ROBERT M COUCHDIRECTOR AND TREASURER
Trustee or director, Officer
0.77$0$0
FRANK H LONG JRDIRECTOR AND SECRETARY
Trustee or director, Officer
0.77$0$0
GREG JOHNSTONDIRECTOR
Trustee or director
0.38$0$0
WILLIAM P ACKER IIIDIRECTOR
Trustee or director
0.38$0$0
22 more people on this return
NameTitleHours / weekCompensation
WALTER M BEALE JRDIRECTOR AND CHAIR
Trustee or director
0.58$0
TURNER BURTONDIRECTOR
Trustee or director
0.38$0
JAY BRANDRUPDIRECTOR
Trustee or director
0.38$0
YVONNE ESSIXDIRECTOR
Trustee or director
0.38$0
WD FOSTERDIRECTOR AND CHAIR
Trustee or director
0.58$0
BRENDA M HACKNEYDIRECTOR
Trustee or director
0.38$0
JOE HAMPTONDIRECTOR
Trustee or director
0.38$0
WILLIAM K HANCOCKDIRECTOR
Trustee or director
0.38$0
CATHERINE SLOSS JONESDIRECTOR
Trustee or director
0.38$0
MICHAEL A KAMBERDIRECTOR
Trustee or director
0.38$0
DAVE KEENANDIRECTOR
Trustee or director
0.38$0
BRAD KENNEDYDIRECTOR
Trustee or director
0.38$0
MARK S MCCOLLDIRECTOR
Trustee or director
0.38$0
DR VUE QC NGUYENDIRECTOR
Trustee or director
0.38$0
MICHAEL L PATTERSONDIRECTOR AND CHAIR
Trustee or director
0.58$0
N LEE S PRICE MAJ GEN RETDIRECTOR
Trustee or director
0.38$0
ANN M PURDYDIRECTOR
Trustee or director
0.38$0
TOM SHUFFLEBARGERDIRECTOR AND CHAIR
Trustee or director
0.58$0
ALLISON STEPHENSDIRECTOR
Trustee or director
0.38$0
ANDRE J TAYLORDIRECTOR
Trustee or director
0.38$0
PETER THOMASDIRECTOR
Trustee or director
0.38$0
JOEL T WELKERDIRECTOR AND CHAIR
Trustee or director
0.58$0
990 for the year ended September 30, 2024: 34 people
NameTitleHours / weekCompensationOther / benefits
JOHN KEMPPRESIDENT
Officer
40$342,660$24,357
CATHY MILLERCHIEF OPERATING AND FINANCIAL OFFICER
Officer
40$241,904$21,206
JEN ALLREDCHIEF PROGRAM OFFICER AND SPECIAL PROJECTS
Officer
40$196,139$15,364
AMY RAUWORTHCHIEF RESEARCH AND INNOVATION OFFICER
Officer
40$181,397$19,201
DEBBIE SMITHDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$129,037$5,325
KORHAN ALTIPARMAKCONTROLLER
Highest-paid employee
40$112,361$5,355
CAROL KUTIKDIRECTOR OF FITNESS AND HEALTH PROMOTION
Highest-paid employee
40$104,673$4,275
GRAHAM SISSON JRDIRECTOR AND CHAIRMAN
Trustee or director, Officer
0.77$0$0
WILLIAM BILL HORTONDIRECTOR AND VICE CHAIR
Trustee or director, Officer
0.77$0$0
ROBERT M COUCHDIRECTOR AND TREASURER
Trustee or director, Officer
0.77$0$0
FRANK H LONG JRDIRECTOR AND SECRETARY
Trustee or director, Officer
0.77$0$0
WILLIAM P ACKER IIIDIRECTOR
Trustee or director
0.38$0$0
WALTER M BEALE JRDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
ROBERT O BURTONDIRECTOR
Trustee or director
0.38$0$0
JAY BRANDRUPDIRECTOR
Trustee or director
0.38$0$0
WD FOSTERDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
BRENDA M HACKNEYDIRECTOR
Trustee or director
0.38$0$0
WILLIAM K HANCOCKDIRECTOR
Trustee or director
0.38$0$0
GREG JOHNSTONDIRECTOR
Trustee or director
0.38$0$0
CATHERINE SLOSS JONESDIRECTOR
Trustee or director
0.38$0$0
MICHAEL A KAMBERDIRECTOR
Trustee or director
0.38$0$0
DAVE KEENANDIRECTOR
Trustee or director
0.38$0$0
BRAD KENNEDYDIRECTOR
Trustee or director
0.38$0$0
ROBERT D MCKENNADIRECTOR
Trustee or director
0.38$0$0
MARK S MCCOLLDIRECTOR
Trustee or director
0.38$0$0
DR VUE QC NGUYENDIRECTOR
Trustee or director
0.38$0$0
MICHAEL L PATTERSONDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
N LEE S PRICE MAJ GEN RETDIRECTOR
Trustee or director
0.38$0$0
ANN M PURDYDIRECTOR
Trustee or director
0.38$0$0
DON A SCIVLEYDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
TOM SHUFFLEBARGERDIRECTOR
Trustee or director
0.38$0$0
ALLISON STEPHENSDIRECTOR
Trustee or director
0.38$0$0
ANDRE J TAYLORDIRECTOR
Trustee or director
0.38$0$0
JOEL T WELKERDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
990 for the year ended September 30, 2023: 40 people
NameTitleHours / weekCompensationOther / benefits
JOHN D KEMPPRESIDENT
Officer
40$316,073$10,825
CATHY MILLERCHIEF OPERATING AND FINANCIAL OFFICER
Officer
40$234,683$21,207
JEN ALLREDCHIEF PROGRAM OFFICER AND SPECIAL PROJECTS
Officer
40$189,136$15,134
AMY RAUWORTHCHIEF OF DEVELOPMENT AND STRATEGIC PARTNERSHIPS
Officer
40$174,504$18,856
ELIZABETH MOOREDIRECTOR OF COMMUNICATIONS
Highest-paid employee
40$126,510$16,084
DEBBIE SMITHDIRECTOR OF HUMAN RESOURCE
Highest-paid employee
40$123,624$5,545
LEON RYANDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$110,596$9,477
KORHAN ALTIPARMAKCONTROLLER
Highest-paid employee
40$108,758$2,810
CAROL KUTIKDIRECTOR OF FITNESS & HEALTH PROMOTIONS
Highest-paid employee
40$100,365$4,097
GREG JOHNSTONDIRECTOR AND CHAIRMAN
Trustee or director, Officer
0.77$0$0
GRAHAM SISSON JRDIRECTOR AND VICE CHAIR
Trustee or director, Officer
0.77$0$0
WILLIAM HORTONDIRECTOR AND TREASURER
Trustee or director, Officer
0.77$0$0
FRANK H LONG JRDIRECTOR AND SECRETARY
Trustee or director, Officer
0.77$0$0
WILLIAM P ACKER IIIDIRECTOR
Trustee or director
0.38$0$0
WALTER M BEALE JRDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
JAY BRANDRUPDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
LAWRENCE OWEN BROWNDIRECTOR
Trustee or director
0.38$0$0
ROBERT M COUCHDIRECTOR
Trustee or director
0.38$0$0
DEAN ANDREW J BUTLER PHDDIRECTOR
Trustee or director
0.38$0$0
ROBERT O BURTONDIRECTOR
Trustee or director
0.38$0$0
THOMAS N CARRUTHERS JRDIRECTOR
Trustee or director
0.38$0$0
LINDA COLEMAN-MADISONDIRECTOR
Trustee or director
0.38$0$0
WD FOSTERDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
BRENDA M HACKNEYDIRECTOR
Trustee or director
0.38$0$0
WILLIAM K HANCOCKDIRECTOR
Trustee or director
0.38$0$0
WILLIAM CHIP HAZELRIGDIRECTOR
Trustee or director
0.38$0$0
CATHERINE SLOSS JONESDIRECTOR
Trustee or director
0.38$0$0
MICHAEL KAMBERDIRECTOR
Trustee or director
0.38$0$0
DAVE KEENANDIRECTOR
Trustee or director
0.38$0$0
BRAD KENNEDYDIRECTOR
Trustee or director
0.38$0$0
MARK S MCCOLLDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
ROBERT D MCKENNADIRECTOR
Trustee or director
0.38$0$0
MICHAEL L PATTERSONDIRECTOR
Trustee or director
0.38$0$0
N LEE S PRICE MAJ GEN RETDIRECTOR
Trustee or director
0.38$0$0
ANN M PURDYDIRECTOR
Trustee or director
0.38$0$0
DON A SCIVLEYDIRECTOR
Trustee or director
0.38$0$0
TOM SHUFFLEBARGERDIRECTOR
Trustee or director
0.38$0$0
ALLISON STEPHENSDIRECTOR AND CHAIR
Trustee or director
0.58$0$0
ANDRE J TAYLORDIRECTOR
Trustee or director
0.38$0$0
JOEL T WELKERDIRECTOR
Trustee or director
0.38$0$0

Address and contacts

Address (IRS master file)
4000 RIDGEWAY DR, BIRMINGHAM, AL 35209-5563
Principal officer (990 for 2024)
JOHN D KEMP, 4000 RIDGEWAY DRIVE, BIRMINGHAM, AL 35209
Signed the 990
JOHN D KEMP, PRESIDENT
Phone
(205) 313-7413
Return prepared by
BORLAND BENEFIELD PC

Mission

TO PROVIDE OPPORTUNITY FOR INDIVIDUALS WITH DISABILITY TO LIVE A HEALTHY LIFESTYLE THROUGH PHYSICAL ACTIVITY, RESEARCH, ADVOCACY AND HEALTH PROMOTION.

990 for the year ended September 30, 2025

Program accomplishments

  • FITNESS, PERSONAL TRAINING AND AQUATICS - LAKESHORE FOUNDATION OFFERS MORE THAN 60 FITNESS AND AQUATICS CLASSES SPECIFICALLY DESIGNED FOR PERSONS WITH A WIDE RANGE OF PHYSICAL DISABILITIES AND CHRONIC HEALTH CONDITIONS SEEKING A LIFELONG PATH TO WELLNESS. LAKESHORE ALSO PROVIDES AN OPPORTUNITY FOR SELF-DIRECTED, INDIVIDUAL FITNESS AND AQUATICS WORKOUTS, AS WELL AS FEE-BASED PERSONAL TRAINING SERVICES. LAKESHORE LIFE, A COMPREHENSIVE HEALTH PROMOTION INITIATIVE, INCLUDES NUTRITION EDUCATION AND EMPOWERS INDIVIDUALS TO TAKE PERSONAL OWNERSHIP OF HEALTH AND WELLNESS CHOICES. VIRTUAL PROGRAMS ARE ALSO BEING OFFERED TO COMMUNITY CENTERS ALLOWING A BROADER AUDIENCE TO ACCESS VALUABLE WELLNESS PROGRAMS.
    Expenses $2,597,198 · revenue $489,286
  • RECREATION, ATHLETICS, MILITARY AND TRAINING SITE PROGRAMS - LAKESHORE FOUNDATION OFFERS YEAR-ROUND ACTIVITIES FOR CHILDREN AND ADULTS WITH PHYSICAL DISABILITIES INCLUDING RECREATIONAL PROGRAMS, ATHLETIC TEAMS AND LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL ATHLETIC EVENTS THAT PROVIDE AN OUTLET FOR COMPETITIVE DRIVE AND CONTRIBUTE TO PARTICIPANTS' HEALTH AND WELL-BEING. THIS INCLUDES HIGH PERFORMANCE CAMPS FOR USA WHEELCHAIR RUGBY, BOCCIA UNITED STATES, USA PARA POWERLIFTING, USA WHEELCHAIR BASKETBALL, PARALYZED VETERANS OF AMERICA, WOUNDED WARRIOR PROJECT, AND LOCAL CHILDREN'S SUMMER CAMPS. OUR WORK WITH VETERANS ALSO INCLUDES HEALTH AND WELLNESS OPTIONS FOR ALL LOCAL ALABAMA VETERANS AND THEIR FAMILIES, MORE THAN 1,500 OF WHOM HAVE BEGUN PARTICIPATING.
    Expenses $4,241,110 · grants $208,558 · revenue $392,685
  • SPORTS SCIENCE AND PERFORMANCE CENTER - ESTABLISHED IN FY23, LAKESHORE FOUNDATION'S SPORTS SCIENCE AND PERFORMANCE CENTER (SSPC) CONTINUED EXPANSION IN FY25 FOLLOWING ITS PUBLIC LAUNCH IN JANUARY 2024. SSPC PROVIDES IN-PERSON AND VIRTUAL SPORTS PERFORMANCE SERVICES DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH DISABILITIES, INTEGRATING APPLIED SPORTS SCIENCE RESEARCH WITH DIRECT ATHLETE SUPPORT. SERVICES INCLUDE SPORT-SPECIFIC PERFORMANCE TESTING, INDIVIDUALIZED TRAINING AND NUTRITION GUIDANCE, EQUIPMENT MODIFICATION, DATA ANALYSIS, AND ATHLETE AND COACH MENTORSHIP. THE PROGRAM ADVANCES EQUITABLE ACCESS TO HIGH-QUALITY PERFORMANCE RESOURCES, SUPPORTS EMERGING AND ELITE ATHLETES WITH DISABILITIES, AND PROMOTES LIFELONG HEALTH AND COMPETITIVE SUCCESS.
    Expenses $1,090,385 · grants $10,000 · revenue $88,227
  • ADVOCACY AND POLICY - LAKESHORE FOUNDATION WORKS TO REDUCE HEALTH DISPARITIES AND SUPPORTS THE ACHIEVEMENT OF OPTIMAL HEALTH BY PEOPLE WITH PHYSICAL DISABILITY AND CHRONIC HEALTH CONDITIONS BY ENSURING PEOPLE WITH DISABILITY GAIN ACCESS TO HEALTH PROMOTING RESOURCES AND RECEIVE THE RIGHT SUPPORT AND SERVICES, AT THE RIGHT TIME, IN THE RIGHT SETTING. LAKESHORE'S COMMUNITY HEALTH EFFORTS LOCALLY, NATIONALLY AND GLOBALLY ADDRESS BARRIERS THAT PREVENT PEOPLE WITH DISABILITIES FROM MAXIMUM PARTICIPATION IN SOCIETY.
    Expenses $423,408 · revenue $530
  • RESEARCH AND COMMUNITY HEALTH - LAKESHORE CONDUCTS APPLIED RESEARCH AND PROGRAM EVALUATION ON THE EFFECTIVENESS OF PHYSICAL ACTIVITY PROGRAMS IN PROMOTING HEALTH AND QUALITY OF LIFE, IMPROVING FUNCTIONAL INDEPENDENCE, AND PREVENTING SECONDARY CONDITIONS IN PEOPLE WITH PHYSICAL DISABILITIES. OUR RESEARCH ACTIVITIES INCLUDE PHYSIOLOGICAL TESTING, QUALITATIVE STUDIES, AND PROGRAM EVALUATION. RESEARCH IDENTIFIES WAYS TO IMPROVE HEALTH RELATED QUALITY OF LIFE, REDUCE SECONDARY HEALTH CONDITIONS, AND INCREASE COMMUNITY PARTICIPATION. INNOVATIVE TECHNOLOGY IS ALSO BEING UTILIZED TO IMPROVE ACCESS TO FITNESS. THROUGH PROFESSIONAL PUBLICATIONS, CONFERENCES AND COLLABORATIVE EFFORTS, EVIDENCE-BASED PROGRAMS AND MODELS IN PHYSICAL ACTIVITY FOR PEOPLE WITH PHYSICAL DISABILITY ARE SHARED WORLDWIDE.
    Expenses $1,168,051 · grants $50,000 · revenue $444,673

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 yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
63-0288847
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
1942
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E22Z)
Assets (IRS master file)
$104,256,654
Income (IRS master file)
$52,129,425

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$11,522,368$12,488,974$104,256,654XML
990September 2024$11,058,881$12,728,670$101,457,628XML
990September 2023$10,632,154$12,259,146$95,240,008XML
990September 2022$11,018,309$12,031,462$92,560,470IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 63-0288847).

Questions about LAKESHORE FOUNDATION

What is the EIN of LAKESHORE FOUNDATION?
The employer identification number (EIN) of LAKESHORE FOUNDATION is 63-0288847.
Is LAKESHORE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to LAKESHORE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKESHORE FOUNDATION 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 FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKESHORE FOUNDATION 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 LAKESHORE FOUNDATION?
The 990 for the year ended September 30, 2025 names JOHN D KEMP.
Who are the officers and directors of LAKESHORE FOUNDATION?
The 990 for the year ended September 30, 2025 lists 37 people; 9 received compensation from the organization, the highest $350,555 (JOHN KEMP, PRESIDENT).
How much revenue does LAKESHORE FOUNDATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $11,522,368, expenses of $12,488,974 and total assets of $104,256,654 at year end.

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