Community Foundation Of South Lake County Inc
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 / Community Foundations (NTEE)
Donations to this organization are tax deductible.
Details
According to its Sept. 2024 tax filing, this nonprofit:
Summary charts: organization finances over time
Revenue $978k (2024)
Expenses $3.67M (2024)
Total Assets $19.1M (2024)
Total Liabilities $945k (2024)
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 Sept.
2024
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $300,714 |
30.7%
|
Program Services | $0 | |
Investment Income | $558,068 |
57.1%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $9,536 |
1.0%
|
Net Fundraising | -$4,250 | |
Sales of Assets | $0 | |
Net Inventory Sales | $0 | |
Other Revenue | $113,938 |
11.7%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $189,502 |
5.2%
|
Assets/Debt | ||
---|---|---|
Total Assets | $19,142,546 | |
Total Liabilities | $944,525 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Doneth Rose (Director) | $0 | $0 | $0 |
Donald Keene (Director) | $0 | $0 | $0 |
Heather Theis (Director) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 1, 2025Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2023
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $620,945 |
36.8%
|
Program Services | $0 | |
Investment Income | $951,721 |
56.3%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $1,186 |
0.1%
|
Net Fundraising | $763 |
0.0%
|
Sales of Assets | $0 | |
Net Inventory Sales | $0 | |
Other Revenue | $114,681 |
6.8%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $221,816 |
19.1%
|
Assets/Debt | ||
---|---|---|
Total Assets | $18,631,354 | |
Total Liabilities | $851,646 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Doneth Rose (Director) | $0 | $0 | $0 |
Donald Keene (Director) | $0 | $0 | $0 |
Heather Theis (Director) | $0 | $0 | $0 |
Document Links
990
Filed on May 31, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2022
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $3,214,877 |
72.7%
|
Program Services | $0 | |
Investment Income | $929,858 |
21.0%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $5,870 |
0.1%
|
Net Fundraising | $1,376 |
0.0%
|
Sales of Assets | $156,813 |
3.5%
|
Net Inventory Sales | $0 | |
Other Revenue | $110,798 |
2.5%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $241,099 |
16.4%
|
Assets/Debt | ||
---|---|---|
Total Assets | $16,635,104 | |
Total Liabilities | $785,755 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Erica Cole (Director) | $0 | $0 | $0 |
Michael Spartz (Director) | $0 | $0 | $0 |
Heather Theis (Director) | $0 | $0 | $0 |
Document Links
990
Filed on July 27, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2021
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $2,520,608 |
76.0%
|
Program Services | $0 | |
Investment Income | $325,980 |
9.8%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $1,425 |
0.0%
|
Net Fundraising | -$617 | |
Sales of Assets | $417,289 |
12.6%
|
Net Inventory Sales | $0 | |
Other Revenue | $50,415 |
1.5%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $204,274 |
9.8%
|
Assets/Debt | ||
---|---|---|
Total Assets | $17,602,287 | |
Total Liabilities | $754,190 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Michael Spartz (Director) | $0 | $0 | $0 |
Matt Manzari (Director) | $0 | $0 | $0 |
Erica Cole (Director) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 15, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2020
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $625,775 |
26.9%
|
Program Services | $0 | |
Investment Income | $357,742 |
15.4%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $810 |
0.0%
|
Net Fundraising | -$171 | |
Sales of Assets | $1,329,050 |
57.2%
|
Net Inventory Sales | $0 | |
Other Revenue | $8,965 |
0.4%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $193,854 |
17.9%
|
Assets/Debt | ||
---|---|---|
Total Assets | $14,608,777 | |
Total Liabilities | $928,786 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Wade Boyette (Director) | $0 | $0 | $0 |
Lance Sewell (Director) | $0 | $0 | $0 |
Becky Elswick (Director) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 14, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2019
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $590,909 |
48.1%
|
Program Services | $0 | |
Investment Income | $423,258 |
34.5%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $211 |
0.0%
|
Sales of Assets | $212,626 |
17.3%
|
Net Inventory Sales | $0 | |
Other Revenue | $757 |
0.1%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $234,248 |
21.1%
|
Assets/Debt | ||
---|---|---|
Total Assets | $13,321,233 | |
Total Liabilities | $825,527 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
James Burks (Vice President) | $0 | $0 | $0 |
Wade Boyette (Director) | $0 | $0 | $0 |
Lance Sewell (President) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 15, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2018
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $905,340 |
64.3%
|
Program Services | $7,647 |
0.5%
|
Investment Income | $362,582 |
25.8%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $131,525 |
9.3%
|
Net Inventory Sales | $0 | |
Other Revenue | $380 |
0.0%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $255,876 |
24.2%
|
Assets/Debt | ||
---|---|---|
Total Assets | $13,331,206 | |
Total Liabilities | $908,582 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
James Burks (Vice President) | $0 | $0 | $0 |
Wade Boyette (Director) | $0 | $0 | $0 |
Lance Sewell (President) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 13, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2017
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $340,804 |
50.2%
|
Program Services | $6,354 |
0.9%
|
Investment Income | $293,834 |
43.3%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | -$9,116 | |
Sales of Assets | $37,048 |
5.5%
|
Net Inventory Sales | $0 | |
Other Revenue | $9,937 |
1.5%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $60,724 |
7.4%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $200,508 |
24.6%
|
Assets/Debt | ||
---|---|---|
Total Assets | $12,522,431 | |
Total Liabilities | $692,853 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
James Burks (Director) | $0 | $0 | $0 |
Rocky De Stafano (President) | $0 | $0 | $0 |
John Moore (Vice President) | $0 | $0 | $0 |
Document Links
990
Filed on March 20, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2016
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $594,187 |
37.7%
|
Program Services | $105,552 |
6.7%
|
Investment Income | $336,740 |
21.4%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $26,027 |
1.7%
|
Sales of Assets | $514,506 |
32.6%
|
Net Inventory Sales | $0 | |
Other Revenue | $0 |
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $62,654 |
7.0%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $201,728 |
22.5%
|
Assets/Debt | ||
---|---|---|
Total Assets | $12,086,546 | |
Total Liabilities | $619,700 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
James Burks (Director) | $0 | $0 | $0 |
Rocky Destefano (President) | $0 | $0 | $0 |
John Moore (Vice Preside) | $0 | $0 | $0 |
Document Links
990
Filed on June 26, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2015
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $301,017 |
32.9%
|
Program Services | $104,064 |
11.4%
|
Investment Income | $430,905 |
47.1%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $5,776 |
0.6%
|
Sales of Assets | $73,225 |
8.0%
|
Net Inventory Sales | $0 | |
Other Revenue | $0 |
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $0 | |
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $149,840 |
16.6%
|
Assets/Debt | ||
---|---|---|
Total Assets | $11,570,076 | |
Total Liabilities | $787,734 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
James Burks (Director) | $0 | $0 | $0 |
Rocky Destefano (President) | $0 | $0 | $0 |
John Moore (Vice Preside) | $0 | $0 | $0 |
Document Links
990
Filed on July 11, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2014
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $250,486 |
33.0%
|
Program Services | $77,760 |
10.3%
|
Investment Income | $193,558 |
25.5%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $236,706 |
31.2%
|
Net Inventory Sales | $0 | |
Other Revenue | $0 |
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $63,457 |
10.5%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $117,531 |
19.4%
|
Assets/Debt | ||
---|---|---|
Total Assets | $11,229,283 | |
Total Liabilities | $4,186 |
Other
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Bryan Williams (Executive Director) | $86,409 | $0 | $0 |
James Burks (Director) | $0 | $0 | $0 |
Larry Rescoe (Director) | $0 | $0 | $0 |
Document Links
990
Filed on July 22, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2013
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $163,411 |
29.1%
|
Program Services | $19,301 |
3.4%
|
Investment Income | $189,183 |
33.7%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $189,747 |
33.8%
|
Net Inventory Sales | $0 | |
Other Revenue | $0 |
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $83,898 |
11.1%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $49,529 |
6.5%
|
Assets/Debt | ||
---|---|---|
Total Assets | $10,742,875 | |
Total Liabilities | $4,357 |
Document Links
990
Filed on Oct. 28, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2012
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $100,689 |
23.2%
|
Program Services | $14,813 |
3.4%
|
Investment Income | $226,805 |
52.2%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $92,309 |
21.2%
|
Net Inventory Sales | $0 | |
Other Revenue | $0 |
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $92,516 |
19.3%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $44,328 |
9.2%
|
Assets/Debt | ||
---|---|---|
Total Assets | $10,758,106 | |
Total Liabilities | $200,632 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2011
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $186,298 |
90.0%
|
Program Services | $12,564 |
6.1%
|
Investment Income | $219,153 |
> 100%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$211,061 | |
Net Inventory Sales | $0 | |
Other Revenue | $0 |
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $80,321 |
14.9%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $56,722 |
10.5%
|
Assets/Debt | ||
---|---|---|
Total Assets | $9,836,648 | |
Total Liabilities | $171,082 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
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
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
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
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
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
Primary tax return for a nonprofit’s activities, finances, and governance
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
Fiscal Year Ending Sept.
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
Fiscal Year Ending Sept.
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
Fiscal Year Ending Sept.
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
Fiscal Year Ending Sept.
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
Fiscal Year Ending Sept.
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
Fiscal Year Ending Sept.
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
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