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Lakewood Foundation

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: Philanthropy, Voluntarism and Grantmaking Foundations / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$548k (2023)

Expenses
$249k (2023)

Total Assets
$2.93M (2023)

Total Liabilities
$0 (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$547,787
Expenses
$248,878
Net Income
$298,909
Net Assets
$2,930,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,437
26.2%
Program Services $97,003
17.7%
Investment Income $307,347
56.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,930,416
Total Liabilities $0
Net Assets $2,930,416
Compensation
Key Employees and Officers Compensation Related Other
Karen Lee (President) $0 $0 $0
Lindsey Grdina (Vice Preside) $0 $0 $0
Cynthia Costello (Treasurer) $0 $0 $0
Nora Katzenberger (Secretary) $0 $0 $0
Michael Bentley (Director) $0 $0 $0
Kathy Haber (Director) $0 $0 $0
Kristin Harwell (Directort) $0 $0 $0
Betsy Shaughnessy (Director) $0 $0 $0
John Zanghi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$305,398
Expenses
$205,583
Net Income
$99,815
Net Assets
$2,631,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $187,935
61.5%
Program Services $57,473
18.8%
Investment Income $59,990
19.6%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,631,507
Total Liabilities $0
Net Assets $2,631,507
Compensation
Key Employees and Officers Compensation Related Other
Karen Lee (President) $0 $0 $0
Cynthia Costello (Treasurer) $0 $0 $0
Nora Katzenberger (Secretary) $0 $0 $0
Michael Bentley (Director) $0 $0 $0
Lindset Grdina (Director) $0 $0 $0
Kathy Haber (Director) $0 $0 $0
Kristin Harwell (Directort) $0 $0 $0
Betsy Shaughnessy (Director) $0 $0 $0
John Zanghi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$232,823
Expenses
$269,051
Net Income
-$36,228
Net Assets
$2,983,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,472
38.4%
Program Services $50,531
21.7%
Investment Income $92,820
39.9%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,983,125
Total Liabilities $0
Net Assets $2,983,125
Compensation
Key Employees and Officers Compensation Related Other
Karen Lee (President) $0 $0 $0
Cynthia Costello (Treasurer) $0 $0 $0
Nora Katzenberger (Secretary) $0 $0 $0
Michael Bentley (Director) $0 $0 $0
Lindsay Grdina (Director) $0 $0 $0
Kathy Haber (Director) $0 $0 $0
Kristin Harwell (Directort) $0 $0 $0
Betsy Shaughnessy (Director) $0 $0 $0
John Zanghi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,342
Expenses
$221,397
Net Income
$94,945
Net Assets
$2,828,361
Notable Sources of Revenue Percent of Total Revenue
Contributions $201,552
63.7%
Program Services $48,193
15.2%
Investment Income $66,597
21.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,851,119
Total Liabilities $22,758
Net Assets $2,828,361
Compensation
Key Employees and Officers Compensation Related Other
Karen M Lee (President) $0 $0 $0
Cynthia Costello (Treasurer) $0 $0 $0
Nora Katzenberger (Secretary) $0 $0 $0
Michael Bentley (Director) $0 $0 $0
Kathy Haber (Director) $0 $0 $0
Kristin Harwell (Directort) $0 $0 $0
Lenore Kline (Director) $0 $0 $0
Betsy Shaughnessy (Director) $0 $0 $0
John Zangbi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,000,210
Expenses
$167,309
Net Income
$1,832,901
Net Assets
$2,547,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,831,638
91.6%
Program Services $97,053
4.9%
Investment Income $71,519
3.6%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,547,777
Total Liabilities $0
Net Assets $2,547,777
Compensation
Key Employees and Officers Compensation Related Other
Karen M Lee (President) $0 $0 $0
Kaprice Holloway (Vice Preside) $0 $0 $0
Cynthia Costello (Treasurer) $0 $0 $0
Nora Katzenberger (Secretary) $0 $0 $0
Michael Bentley (Director) $0 $0 $0
Kathy Haber (Director) $0 $0 $0
Kristin Harwell (Directort) $0 $0 $0
Lenore Kline (Director) $0 $0 $0
Betsy Shaughnessy (Director) $0 $0 $0
Maria Shinn (Director) $0 $0 $0
John Zangbi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,568
Expenses
$185,416
Net Income
$8,152
Net Assets
$595,570
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,707
76.3%
Program Services $43,497
22.5%
Investment Income $2,364
1.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $595,570
Total Liabilities $0
Net Assets $595,570
Compensation
Key Employees and Officers Compensation Related Other
Karen M Lee (President/Se) $0 $0 $0
Betsy Shaughnessy (Vice Preside) $0 $0 $0
Cynthia Costello (Treasurer) $0 $0 $0
Michael Bentley (Director) $0 $0 $0
Kathy Haber (Director) $0 $0 $0
Kaprice Holloway (Director) $0 $0 $0
Nora Katzenberger (Director) $0 $0 $0
Paulette Mcmonagle (Director) $0 $0 $0
Maria Shinn (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,708
Expenses
$168,651
Net Income
$17,057
Net Assets
$512,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $148,113
79.8%
Program Services $35,120
18.9%
Investment Income $2,475
1.3%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $603,564
Total Liabilities $91,213
Net Assets $512,351
Compensation
Key Employees and Officers Compensation Related Other
Kathy Haber (President) $0 $0 $0
Betsy Shaughnessy (Vice Preside) $0 $0 $0
Steve Clark (Treasurer) $0 $0 $0
Karen Lee (Secretary) $0 $0 $0
Beth Anthony (Director) $0 $0 $0
Maria Shinn (Director) $0 $0 $0
Paulette Mcmonagle (Director) $0 $0 $0
Kaprice Holloway (Director) $0 $0 $0
Cynthia Costello (Director) $0 $0 $0
Charles Brown (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$143,995
Expenses
$158,422
Net Income
-$14,427
Net Assets
$465,318
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,954
77.1%
Program Services $33,041
22.9%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $549,796
Total Liabilities $84,478
Net Assets $465,318
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Haber (President) $0 $0 $0
Betsy Shaughnessy (Vice President) $0 $0 $0
Karen Lee (Secretary) $0 $0 $0
Steve Clark (Treasurer) $0 $0 $0
Beth Anthony (Trustee) $0 $0 $0
Charles Brown (Trustee) $0 $0 $0
Cindy Costello (Trustee) $0 $0 $0
Kaprice Holloway (Trustee) $0 $0 $0
Paulette Mc Monagle (Trustee) $0 $0 $0
Maria Shinn (Trustee) $0 $0 $0
Antoinette Gelsomino (Director) $0 $0 $0
Laura Schuerger (Admin Assistant) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,524
Expenses
$134,513
Net Income
$37,011
Net Assets
$459,041
Notable Sources of Revenue Percent of Total Revenue
Contributions $161,441
94.1%
Program Services $10,083
5.9%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $532,944
Total Liabilities $73,903
Net Assets $459,041
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Haber (President) $0 $0 $0
Betsy Shaughnessy (Vice President) $0 $0 $0
Steve Greenwell (Secretary) $0 $0 $0
Steve Clark (Treasurer) $0 $0 $0
Cindy Costello (Trustee) $0 $0 $0
Kaprice Holloway (Trustee) $0 $0 $0
Karen Lee (Trustee) $0 $0 $0
Paulette Mc Monagle (Trustee) $0 $0 $0
Maria Shinn (Trustee) $0 $0 $0
Antoinette Gelsomino (Director) $0 $0 $0
Laura Schuerger (Admin Assistant) $0 $0 $0
Charles Brown (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,101
Expenses
$120,589
Net Income
$65,512
Net Assets
$427,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $179,858
96.6%
Program Services $6,243
3.4%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $525,145
Total Liabilities $98,048
Net Assets $427,097
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Haber (President) $0 $0 $0
Betsy Shaughnessy (Vice President) $0 $0 $0
Steve Greenwell (Secretary) $0 $0 $0
Steve Clark (Treasurer) $0 $0 $0
Gerilynn Bryan (Trustee) $0 $0 $0
Cindy Costello (Trustee) $0 $0 $0
Kaprice Holloway (Trustee) $0 $0 $0
Karen Lee (Trustee) $0 $0 $0
Paulette Mcmonagle (Trustee) $0 $0 $0
Maria Shinn (Trustee) $0 $0 $0
Antoinette Gelsomino (Director) $0 $0 $0
Laura Schuerger (Admin Assistant) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$210,209
Expenses
$126,382
Net Income
$83,827
Net Assets
$350,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,349
97.7%
Program Services $4,860
2.3%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $435,630
Total Liabilities $85,548
Net Assets $350,082
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Haber (President) $0 $0 $0
Betsy Shaughnessy (Vice President) $0 $0 $0
Steve Greenwell (Secretary) $0 $0 $0
Steve Clark (Treasurer) $0 $0 $0
Gerilynn Bryan (Trustee) $0 $0 $0
Cindy Costello (Trustee) $0 $0 $0
Ed Herman (Trustee) $0 $0 $0
Kaprice Holloway (Trustee) $0 $0 $0
Karen Lee (Trustee) $0 $0 $0
Paulette Mc Monagle (Trustee) $0 $0 $0
Maria Shinn (Trustee) $0 $0 $0
Antoinette Gelsomino (Director) $0 $0 $0
Laura Schuerger (Admin Assistant) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,727
Expenses
$146,214
Net Income
$14,513
Net Assets
$240,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $129,896
80.8%
Program Services $9,810
6.1%
Investment Income $21,021
13.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $321,810
Total Liabilities $81,513
Net Assets $240,297

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$148,132
Expenses
$134,591
Net Income
$13,541
Net Assets
$225,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,244
99.4%
Program Services $2,183
1.5%
Investment Income -$1,295
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $295,043
Total Liabilities $69,259
Net Assets $225,784

Document Links

Fiscal Year Ending Dec.
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 Dec.
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.
2008

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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2000

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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