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Lakeland Margarita Society Inc

  • Lakeland, FL
  • Tax-exempt since Sept. 1997
  • EIN: 59-3339798

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: Human Services — Multipurpose and Other / Human Service Organizations - Multipurpose (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$71.8k (2023)

Expenses
$76.7k (2023)

Total Assets
$561 (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 990-EZ
Revenue
$71,768
Expenses
$76,733
Net Income
-$4,965
Net Assets
$561
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,517
39.7%
Program Services $0
Investment Income $0
Net Fundraising $43,251
60.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $561
Total Liabilities $0
Net Assets $561
Compensation
Key Employees and Officers Compensation Other
Stephen Gerrard (Chair) $0 $0
Todd Baylis (Director) $0 $0
Bradley T Lunz (Director) $0 $0
Benjamin J Mundy Jr (Director) $0 $0
Timothy F Campbell (Director) $0 $0
Andy Bosko (Director) $0 $0
Donald A Bosko (Director) $0 $0
Ronald W Case (Director) $0 $0
Nate Dunham (Director) $0 $0
Mark Fore (Director) $0 $0
Kim Bishop Jones (Director) $0 $0
Gregory J Mugg (Director) $0 $0
T Houghton Parry Iv (Director) $0 $0
Maggie Ross (Director) $0 $0
Brockman C Self (Director) $0 $0
William L Shimp (Director) $0 $0
Robert Teston (Director) $0 $0
Henry E Tucker (Director) $0 $0
Hugh Jturbeville (Director) $0 $0
Emily Badcock Vickers (Director) $0 $0
Sarah Woodsby (Director) $0 $0
Margaret C Parry (Margaret C P) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 30, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,798
Expenses
$72,248
Net Income
$2,550
Net Assets
$5,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,772
35.8%
Program Services $0
Investment Income $0
Net Fundraising $48,026
64.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $5,526
Total Liabilities $0
Net Assets $5,526
Compensation
Key Employees and Officers Compensation Other
Stephen Gerrard (Chair) $0 $0
Todd Baylis (Director) $0 $0
Andy Bosko (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Ronald Case (Director) $0 $0
Nate Dunham (Director) $0 $0
Mark Fore (Director) $0 $0
Kim Bishop Jones (Director) $0 $0
Bradley T Lunz (Director) $0 $0
Sarah Woodsby (Director) $0 $0
Gregory Mugg (Director) $0 $0
Benjamin F Mundy Jr (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 27, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,460
Expenses
$62,805
Net Income
$1,655
Net Assets
$2,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,853
32.4%
Program Services $0
Investment Income $0
Net Fundraising $43,607
67.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,976
Total Liabilities $0
Net Assets $2,976
Compensation
Key Employees and Officers Compensation Other
Stephen Gerrard (Chair) $0 $0
Todd Baylis (Director) $0 $0
Andy Bosko (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne Resigned May 2021 (Director) $0 $0
Michael P Butler Resigned July 202 (Director) $0 $0
Dr Ronald Case (Director) $0 $0
Nate Dunham (Director) $0 $0
Mark Fore (Director) $0 $0
Kim Bishop Jones (Director) $0 $0
Jack Lowman (Director) $0 $0
Bradley T Lunz (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 26, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$16,064
Expenses
$18,169
Net Income
-$2,105
Net Assets
$1,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,064
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1,321
Total Liabilities $0
Net Assets $1,321
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Andy Bosko (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Michael P Butler (Director) $0 $0
Timothy F Campbell (Past Chair) $0 $0
Dr Ronald Case (Director) $0 $0
Nate Dunham (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Chair) $0 $0
Kim Bishop Jones (Director) $0 $0
Jack Lowman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 29, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,676
Expenses
$74,996
Net Income
$680
Net Assets
$3,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,846
30.2%
Program Services $0
Investment Income $0
Net Fundraising $52,830
69.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $3,426
Total Liabilities $0
Net Assets $3,426
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Andy Bosko (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Michael P Butler (Director) $0 $0
Timothy F Campbell (Past Executive Director) $0 $0
Dr Ronald Case (Director) $0 $0
Nate Dunham (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Executive Director) $0 $0
Kim Bishop (Director) $0 $0
Jack Lowman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 8, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,904
Expenses
$70,323
Net Income
-$419
Net Assets
$2,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,670
38.2%
Program Services $0
Investment Income $1
0.0%
Net Fundraising $43,233
61.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,746
Total Liabilities $0
Net Assets $2,746
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Timothy F Campbell (Past Executive Director) $0 $0
Dr Ronald Case (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Executive Director) $0 $0
Kim Jones (Director) $0 $0
Jack Lowman (Director) $0 $0
Bradley T Lunz (Director) $0 $0
Shawn Mcdonough (Director) $0 $0
Gregory Mugg (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 19, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,534
Expenses
$66,620
Net Income
-$6,086
Net Assets
$3,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,590
34.0%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $39,940
66.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $3,165
Total Liabilities $0
Net Assets $3,165
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Timothy F Campbell (Executive Director) $0 $0
Dr Ronald Case (Director) $0 $0
Gene Conrad (Director) $0 $0
William Daughtrey Ii (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Director) $0 $0
Kim Jones (Director) $0 $0
Eric A Jonsson (Director) $0 $0
Jack Lowman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,779
Expenses
$71,592
Net Income
$8,187
Net Assets
$9,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,877
52.5%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $37,899
47.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $9,251
Total Liabilities $0
Net Assets $9,251
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Timothy F Campbell (Director) $0 $0
Dr Ronald Case (Director) $0 $0
Gene Conrad (Director) $0 $0
William Daughtrey Ii (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Director) $0 $0
Kim Jones (Director) $0 $0
Eric A Jonsson (Director) $0 $0
Jack Lowman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 13, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,106
Expenses
$45,107
Net Income
-$5,001
Net Assets
$1,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,880
24.6%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $30,222
75.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1,064
Total Liabilities $0
Net Assets $1,064
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Timothy F Campbell (Director) $0 $0
Dr Ronald Case (Director) $0 $0
William Daughtrey Ii (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Director) $0 $0
Kim Jones (Director) $0 $0
Eric A Jonsson (Director) $0 $0
Jack Lowman (Director) $0 $0
Cody Lowry (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 11, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,639
Expenses
$54,767
Net Income
$872
Net Assets
$6,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,550
33.3%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $37,086
66.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,065
Total Liabilities $0
Net Assets $6,065
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Timothy F Campbell (Director) $0 $0
Dr Ronald Case (Director) $0 $0
William Daughtrey Ii (Director) $0 $0
Mark Fore (Director) $0 $0
Stephen Gerrard (Director) $0 $0
Kim Jones (Director) $0 $0
Eric A Jonsson (Director) $0 $0
Jack Lowman (Director) $0 $0
Cody Lowry (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 5, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,193
Expenses
$53,571
Net Income
-$1,378
Net Assets
$5,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,500
31.6%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $35,688
68.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $5,193
Total Liabilities $0
Net Assets $5,193
Compensation
Key Employees and Officers Compensation Other
Todd Baylis (Director) $0 $0
Donald Bosko (Director) $0 $0
Dr Kevin Browne (Director) $0 $0
Timothy F Campbell (Director) $0 $0
Dr Ronald Case (Director) $0 $0
William Daughtrey Ii (Director) $0 $0
Stephen Gerrard (Director) $0 $0
Cody Lowry (Director) $0 $0
Judge J Michael Mccarthy (Director) $0 $0
Shawn Mcdonough (Director) $0 $0
Gregory Mugg (Director) $0 $0
Benjamin F Mundy Jr (Director) $0 $0
+ View more people

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990-EZ
Filed on June 23, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,906
Expenses
$71,917
Net Income
-$1,011
Net Assets
$6,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,660
40.4%
Program Services $0
Investment Income $6
0.0%
Net Fundraising $42,240
59.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,571
Total Liabilities $0
Net Assets $6,571

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,968
Expenses
$67,618
Net Income
$350
Net Assets
$7,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,840
26.2%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $50,124
73.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,582
Total Liabilities $0
Net Assets $7,582

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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