Nonprofit · EIN 86-3479633
WEST LAKES HWC INC
Tax-exempt · ORLANDO, FL 32805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $872,421 | $1,452,397 | -$579,976 | $16,180,071 | $15,057,597 | $1,122,474 |
| December 31, 2023 | 990 | $1,273,481 | $892,974 | $380,507 | $16,730,104 | $15,027,654 | $1,702,450 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $304,547
- Program service revenue
- $567,516
- Investment income
- $0
- Other revenue
- $358
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,537
- Accounting fees
- $33,795
- Occupancy
- $295,468
- Depreciation
- $822,511
- Program services (functional)
- $1,452,397
Balance sheet and other
- Total assets, start of year
- $16,730,104
- Total assets, end of year
- $16,180,071
- Total liabilities, end of year
- $15,057,597
- Net assets, end of year
- $1,122,474
- Land, buildings and equipment
- $14,325,728
- Net assets without donor restrictions
- $1,122,474
- Gross receipts
- $872,421
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2021
- 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 |
|---|---|---|---|---|---|
| EDWARD MORATIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $172,642 | $33,421 |
| MARK SHAMLEY | VP/BOARD MEMBER Trustee or director | 5 | $0 | $195,526 | $9,441 |
| BOB MILES | BOARD MEMBER, TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID L BREWER III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL C PERKINS JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD MORATIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $231,430 | $32,283 |
| MARK SHAMLEY | VP/BOARD MEMBER (As of 01/23) Trustee or director | 5 | $0 | $190,372 | $7,834 |
| TERRY PRATHER | BOARD MEMBER/SEC (THRU 12/23) Trustee or director, Officer | 15 | $0 | $63,000 | $0 |
| DAVID L BREWER III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BOB MILES | BOARD MEMBER, TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL C PERKINS JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 710 SOUTH TAMPA AVENUE 209, ORLANDO, FL 32805-3646
- In care of
- % EDDY MORATIN
- Principal officer (990 for 2024)
- EDWARD MORATIN, 710 SOUTH TAMPA AVENUE 209, ORLANDO, FL 32805
- Signed the 990
- EDWARD MORATIN, PRESIDENT
- Phone
- (407) 480-5053
- Return prepared by
- BDO USA
Mission
WEST LAKES HWC, INC. IS A SUPPORTING ORGANIZATION OF LIFT ORLANDO FOR THE PRIMARY PURPOSE OF THE CONSTRUCTION AND OPERATING OF A HEALTH AND WELLNESS CENTER KNOWN AS THE HEART OF WEST LAKES WELLNESS CENTER.
Program accomplishments
- WEST LAKES HWC, INC. WAS INCORPORATED ON APRIL 20, 2021 FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS A SUPPORTING ORGANIZATION TO LIFT ORLANDO, INC. WEST LAKES HWC, INC. PERFORMS AND CARRIES OUT THE EXEMPT PURPOSES OF LIFT ORLANDO, INC. SPECIFICALLY, THE PRIMARY PURPOSE OF WEST LAKES HWC, INC. IS THE CONSTRUCTION AND OPERATION OF A HEALTH AND WELLNESS CENTER KNOWN AS THE HEART OF WEST LAKES WELLNESS CENTER (HEART). IN JUNE OF 2021, WEST LAKES HWC SECURED NEW MARKETS TAX CREDITS TO PROVIDE THE FINAL FUNDING NEEDED TO FINANCE THE CONSTRUCTION OF THE HEART OF WEST LAKES WELLNESS CENTER. THE HEART OPENED IN JUNE 2023 AND IS A RESIDENT-FOCUSED CENTER, DESIGNED TO STRENGTHEN THE COMMUNITY BY PROVIDING CONVENIENT ACCESS TO HOLISTIC HEALTH, FINANCIAL, AND LIFESTYLE SERVICES UNDER ONE ROOF. THE TWO-STORY FACILITY IS A SPACE FOR RESIDENTS TO CONNECT, LEARN, AND THRIVE, AND FEATURES FIRST-CLASS AMENITIES PAIRED WITH DECOR THAT PAYS HOMAGE TO THE COMMUNITY'S RICH HISTORY. ON THE FIRST FLOOR, RESIDENTS CAN ACCESS LEGACY CAFE, THE WEST LAKES FINANCIAL WELLBEING CENTER, THE FLORIDA BLUE CENTER ORLANDO WEST LAKES, THE HEART OF WEST LAKES EVENT SPACE, AND GREEN SPACES. ON THE SECOND FLOOR, COMMUNITY HEALTH CENTERS (CHC) PROVIDES COMPREHENSIVE HEALTHCARE SERVICES AND A PHARMACY, OFFERING A VITAL, NEW RESOURCE TO COMBAT THE AREA'S EXTREME LACK OF ACCESS TO HEALTHCARE SERVICES. THIS FLOOR IS ALSO HOME TO THE OFFICES OF LIFT ORLANDO AND ELEVATE ORLANDO.Expenses $1,452,397 · revenue $567,516
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
- 86-3479633
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $16,180,071
- Income (IRS master file)
- $872,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $872,421 | $1,452,397 | $16,180,071 | XML |
| 990 | December 2023 | $1,273,481 | $892,974 | $16,730,104 | XML |
| 990 | December 2022 | $1,205,966 | $142,927 | $17,524,985 | IRS |
| 990 | December 2021 | – | – | – | 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 86-3479633).
Questions about WEST LAKES HWC INC
- What is the EIN of WEST LAKES HWC INC?
- The employer identification number (EIN) of WEST LAKES HWC INC is 86-3479633.
- Is WEST LAKES HWC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to WEST LAKES HWC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does WEST LAKES HWC 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 WEST LAKES HWC 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 WEST LAKES HWC 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 WEST LAKES HWC INC?
- The 990 for the year ended December 31, 2024 names EDWARD MORATIN.
- Who are the officers and directors of WEST LAKES HWC INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does WEST LAKES HWC INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $872,421, expenses of $1,452,397 and total assets of $16,180,071 at year end.
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