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Lakeland Andover School

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Primary, Elementary Schools (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.89M (2023)

Expenses
$1.84M (2023)

Total Assets
$867k (2023)

Total Liabilities
$585k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,890,473
Expenses
$1,843,165
Net Income
$47,308
Net Assets
$282,051
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,600
4.7%
Program Services $1,800,873
95.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $202,621
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $930,369
50.5%
Assets/Debt
Total Assets $866,958
Total Liabilities $584,907
Net Assets $282,051
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $176,734 $0 $25,621
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,704,918
Expenses
$1,747,259
Net Income
-$42,341
Net Assets
$234,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $254,016
14.9%
Program Services $1,450,902
85.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $213,514
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $898,911
51.4%
Assets/Debt
Total Assets $701,861
Total Liabilities $467,118
Net Assets $234,743
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $173,585 $0 $38,091
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,752,146
Expenses
$1,735,848
Net Income
$16,298
Net Assets
$277,084
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,084
4.1%
Program Services $1,676,187
95.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,875
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $193,191
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $898,076
51.7%
Assets/Debt
Total Assets $625,551
Total Liabilities $348,467
Net Assets $277,084
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $172,650 $0 $20,467
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,694,052
Expenses
$1,678,360
Net Income
$15,692
Net Assets
$260,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,488
2.9%
Program Services $1,644,564
97.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $198,372
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $899,780
53.6%
Assets/Debt
Total Assets $620,630
Total Liabilities $359,844
Net Assets $260,786
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $170,259 $0 $25,722
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,737,206
Expenses
$1,679,957
Net Income
$57,249
Net Assets
$245,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $96,176
5.5%
Program Services $1,641,030
94.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $287,749
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $775,335
46.2%
Assets/Debt
Total Assets $483,993
Total Liabilities $238,899
Net Assets $245,094
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $186,768 $0 $26,047
Sandra Bloom (Trustee) $81,080 $0 $6,246
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,637,803
Expenses
$1,661,140
Net Income
-$23,337
Net Assets
$187,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,127
3.1%
Program Services $1,586,676
96.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $224,103
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $812,167
48.9%
Assets/Debt
Total Assets $484,428
Total Liabilities $296,583
Net Assets $187,845
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $192,650 $0 $30,045
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Sandra Bloom (Trustee) $0 $0 $0
Brad Tracey (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,743,437
Expenses
$1,724,560
Net Income
$18,877
Net Assets
$211,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,961
1.1%
Program Services $1,723,476
98.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $199,182
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $844,417
49.0%
Assets/Debt
Total Assets $517,959
Total Liabilities $306,777
Net Assets $211,182
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $190,300 $0 $14,027
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Secretary) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Sandy Bloom (Trustee) $0 $0 $0
Adam Wallach (Trustee) $0 $0 $0
Brad Tracey (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,728,740
Expenses
$1,716,505
Net Income
$12,235
Net Assets
$192,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,810
0.2%
Program Services $1,718,106
99.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,824
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $201,040
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $843,332
49.1%
Assets/Debt
Total Assets $404,819
Total Liabilities $212,514
Net Assets $192,305
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal/Recording Secrta) $186,962 $0 $14,078
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Trustee) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Sandy Bloom (Trustee) $0 $0 $0
Adam Wallach (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,667,900
Expenses
$1,692,487
Net Income
-$24,587
Net Assets
$180,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,400
0.5%
Program Services $1,655,525
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $176,876
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $838,186
49.5%
Assets/Debt
Total Assets $482,185
Total Liabilities $301,435
Net Assets $180,750
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal/Recording Secrtary) $162,263 $0 $14,614
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Trustee) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Brad Treacy (President) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Erin Dougherty (Trustee) $0 $0 $0
Tom Manning (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,896,093
Expenses
$1,893,757
Net Income
$2,336
Net Assets
$205,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,717
0.5%
Program Services $1,883,096
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $156,148
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $909,679
48.0%
Assets/Debt
Total Assets $511,821
Total Liabilities $306,473
Net Assets $205,348
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Defoe (Principal) $155,000 $0 $16,147
Joe Gallini (Trustee) $0 $0 $0
Earle Wallo (Trustee) $0 $0 $0
Christa Graback Wallo (Trustee) $0 $0 $0
Mark Garcia (Trustee) $0 $0 $0
Brad Treacy (Secretary) $0 $0 $0
Jim Storms (Trustee) $0 $0 $0
Kevin Ebner (Trustee) $0 $0 $0
Todd Bortel (Trustee) $0 $0 $0
Erin Dougherty (Trustee) $0 $0 $0
Tom Manning (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,949,284
Expenses
$1,913,332
Net Income
$35,952
Net Assets
$203,012
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,346
1.1%
Program Services $1,921,083
98.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $197,739
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,029,412
53.8%
Assets/Debt
Total Assets $611,035
Total Liabilities $408,023
Net Assets $203,012

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,840,294
Expenses
$1,865,452
Net Income
-$25,158
Net Assets
$201,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,371
0.2%
Program Services $1,824,417
99.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,506
0.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $194,193
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $993,790
53.3%
Assets/Debt
Total Assets $461,869
Total Liabilities $259,935
Net Assets $201,934

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,654,049
Expenses
$1,704,592
Net Income
-$50,543
Net Assets
$219,842
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,638,554
99.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,495
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $264,839
15.5%
Professional Fundraising Fees $0
Other Salaries and Wages $794,960
46.6%
Assets/Debt
Total Assets $331,543
Total Liabilities $111,701
Net Assets $219,842

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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