Lake Wales Retirement Center Inc

Columbus, OH
Tax-exempt since July 1997
EIN: 59-3418554

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Type of Nonprofit

Designated as a 501(c)(3) 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: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.75M (2022)

Expenses

$7.74M (2022)

Total Assets

$25.1M (2022)

Total Liabilities

$31.2M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Revenue

$5,752,725

Expenses

$7,742,605

Net Income

-$1,989,880

Net Assets

-$6,007,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$35,641	0.6%
Program Services	$5,697,127	99.0%
Investment Income	$19,957	0.3%
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	$1,987,935	25.7%

Assets/Debt
Total Assets	$25,147,315
Total Liabilities	$31,155,125
Net Assets	-$6,007,810

Compensation

Key Employees and Officers	Compensation	Related	Other
Mark Ricketts (Director)	$0	$895,301	$44,024
Susan M Di Mickele (President & Director)	$0	$517,356	$43,012
Robert S Walter (Vice President & Chair)	$0	$462,712	$27,928
Matthew D Rule (Vice President & Director)	$0	$436,997	$44,397
Julie M Woolley (Secretary)	$0	$268,146	$22,702
Julia A Fratianne (Treasurer)	$0	$242,814	$43,564
Peter Vogel (Director)	$0	$0	$0
Parker Stitzer (Director)	$0	$0	$0

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990

Filed on Nov. 14, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$5,296,039

Expenses

$7,455,393

Net Income

-$2,159,354

Net Assets

-$4,017,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,295,604	100.0%
Investment Income	$435	0.0%
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	$2,020,686	27.1%

Assets/Debt
Total Assets	$26,220,054
Total Liabilities	$30,237,984
Net Assets	-$4,017,930

Compensation

Key Employees and Officers	Compensation	Related	Other
Mark R Ricketts (Director)	$0	$753,849	$40,863
Steven T Bodkin (President)	$0	$440,935	$44,505
Susan M Dimickele (Secretary)	$0	$438,026	$39,477
Matthew D Rule (Director)	$0	$346,291	$41,418
Tanya K Hahn (Vice President Thru 5/15/21)	$0	$302,855	$35,308
Julia A Fratianne (Treasurer)	$0	$259,628	$42,033
Robert S Walter (Vice President Eff 5/1/21)	$0	$222,115	$4,476
Julie M Woolley (Assistant Secretary Eff 5/1/21)	$0	$182,680	$13,247
Kwanza L Bryant (Executive Director)	$0	$114,695	$20,764
Peter Vogel (Director)	$0	$0	$0
Parker Stitzer (Director)	$0	$0	$0

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990

Filed on Nov. 14, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$5,750,823

Expenses

$7,023,836

Net Income

-$1,273,013

Net Assets

-$1,858,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,465	0.1%
Program Services	$5,738,201	99.8%
Investment Income	$7,770	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,613
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,757,207	25.0%

Assets/Debt
Total Assets	$27,402,238
Total Liabilities	$29,260,814
Net Assets	-$1,858,576

Compensation

Key Employees and Officers	Compensation	Related	Other
Kwanza L Bryant (Executive Director)	$109,932	$0	$33,899
Mark R Ricketts (Director)	$0	$612,482	$67,602
Steven T Bodkin (President)	$0	$410,455	$63,262
Susan M Dimickele (Secretary)	$0	$396,568	$43,406
Tanya K Hahn (Vice President/Chair)	$0	$375,985	$43,987
Julia A Fratianne (Treasurer)	$0	$257,369	$56,818
Jeffrey S Wolf (Director)	$0	$162,338	$41,963
Parker Stitzer (Director At Large)	$0	$0	$0
Alex Wheeler (Director At Large Thru 10/27/2)	$0	$0	$0

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990

Filed on Nov. 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$5,645,186

Expenses

$6,821,412

Net Income

-$1,176,226

Net Assets

-$585,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$20,884	0.4%
Program Services	$5,588,781	99.0%
Investment Income	$35,521	0.6%
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	$1,907,864	28.0%

Assets/Debt
Total Assets	$28,336,998
Total Liabilities	$28,922,561
Net Assets	-$585,563

Compensation

Key Employees and Officers	Compensation	Related	Other
Kwanza L Bryant (Executive Director)	$109,188	$0	$32,783
Mark R Ricketts (President Thru 6/30/19)	$0	$635,517	$78,472
Steven T Bodkin (President Eff 7/1/19)	$0	$384,076	$66,567
Susan M Dimickele (Secretary)	$0	$374,548	$44,656
Tanya K Hahn (Vice President)	$0	$361,531	$37,964
Julia A Fratianne (Treasurer)	$0	$254,348	$59,583
Jeff Wolf (Director)	$0	$0	$0
Parker Stitzer (Director)	$0	$0	$0
Alex Wheeler (Director At Large)	$0	$0	$0

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990

Filed on Nov. 13, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$5,426,894

Expenses

$6,170,106

Net Income

-$743,212

Net Assets

$590,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,397,442	99.5%
Investment Income	$29,452	0.5%
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	$1,716,636	27.8%

Assets/Debt
Total Assets	$29,675,396
Total Liabilities	$29,084,733
Net Assets	$590,663

Compensation

Key Employees and Officers	Compensation	Related	Other
Kwanza L Bryant (Executive Director)	$100,614	$0	$26,290
Tanya K Hahn (Vice President)	$0	$377,203	$39,836
Susan M Dimickele (Secretary)	$0	$432,245	$31,079
Mark Ricketts (Director)	$0	$590,027	$73,839
Joe Bridy (Director Thru 6/22/18)	$0	$0	$0
Alex Wheeler (Director)	$0	$0	$0
Parker Stitzer (Director Eff 6/23/18)	$0	$0	$0
Anthony D Evans (President)	$0	$312,312	$28,216
John H Whitlock Jr (Treasurer Thru 6/1/18)	$0	$88,957	$3,787
Julia A Fratianne (Treasurer Eff 6/4/18)	$0	$244,739	$53,838

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990

Filed on Nov. 1, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$4,948,455

Expenses

$6,762,953

Net Income

-$1,814,498

Net Assets

-$356,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,936,812	99.8%
Investment Income	$11,643	0.2%
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	$1,422,973	21.0%

Assets/Debt
Total Assets	$29,738,132
Total Liabilities	$30,094,257
Net Assets	-$356,125

Compensation

Key Employees and Officers	Compensation	Related	Other
Kwanza L Bryant (Executive Director)	$109,602	$0	$15,682
Anthony Evans (President Eff 6/19/17)	$0	$143,680	$1,478
Tanya K Hahn (Vp/Secretary)	$0	$338,527	$12,984
Jacci Nickell (President Thru 2/10/17)	$0	$140,149	$2,356
Joe Bridy (Director)	$0	$0	$0
Mark Ricketts (Director)	$0	$604,624	$14,107
Alex Wheeler (Director)	$0	$0	$0
John Whitlock (Treasurer)	$0	$178,546	$8,215

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990

Filed on Oct. 24, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$4,314,992

Expenses

$6,280,489

Net Income

-$1,965,497

Net Assets

-$5,402,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,307,874	99.8%
Investment Income	$4,765	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,353	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,278,270	20.4%

Assets/Debt
Total Assets	$30,251,522
Total Liabilities	$35,654,149
Net Assets	-$5,402,627

Compensation

Key Employees and Officers	Compensation	Related	Other
Kwanza L Bryant (Executive Director)	$100,274	$0	$13,744
Jacci Nickell (President)	$0	$330,971	$17,944
Tanya Kim Hahn (Secretary)	$0	$324,498	$5,719
Mark Ricketts (Director)	$0	$573,119	$39,335
Joe Bridy (Director)	$0	$0	$0
Alex Wheeler (Director)	$0	$0	$0
David Driver Part Year (Vice President)	$0	$178,278	$5,501
John Whitlock (Treasurer)	$0	$190,396	$8,536

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990

Filed on Nov. 14, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$3,670,076

Expenses

$6,027,272

Net Income

-$2,357,196

Net Assets

-$3,454,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,669,445	100.0%
Investment Income	$631	0.0%
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	$1,256,714	20.9%

Assets/Debt
Total Assets	$30,019,525
Total Liabilities	$33,473,655
Net Assets	-$3,454,130

Compensation

Key Employees and Officers	Compensation	Related	Other
David Driver (Vice President)	$0	$259,258	$9,873
Joe Bridy (Director)	$0	$0	$0
Mark Ricketts (Director)	$0	$0	$0
Steven Van Camp (Secretary/Treasurer)	$0	$194,133	$6,851
Alex Wheeler (Director)	$0	$0	$0
Don Westerhoff (Director)	$0	$0	$0
Jacci Nickell (President)	$0	$309,787	$6,242
Joanne J Whiteman (Vice President)	$0	$206,755	$31,922

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990

Filed on Oct. 18, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$3,883,330

Expenses

$5,169,133

Net Income

-$1,285,803

Net Assets

-$1,096,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,883,164	100.0%
Investment Income	$166	0.0%
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	$1,055,924	20.4%

Assets/Debt
Total Assets	$28,803,224
Total Liabilities	$29,900,158
Net Assets	-$1,096,934

Compensation

Key Employees and Officers	Compensation	Related	Other
Alex Wheeler (Director)	$0	$0	$0
Joe Bridy (Director)	$0	$0	$0
Mark Ricketts (Director)	$0	$0	$0
Tom Slemmer (Director)	$0	$0	$0
David Driver (President)	$0	$97,778	$5,012
Joanne Whiteman (Vice President)	$0	$194,528	$40,930
Steven Van Camp (Secretary/ Treasurer)	$0	$380,745	$23,095

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990

Filed on Nov. 16, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$4,004,232

Expenses

$4,935,368

Net Income

-$931,136

Net Assets

-$4,694,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,000	0.1%
Program Services	$3,964,454	99.0%
Investment Income	$780	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,180
Net Inventory Sales	$0
Other Revenue	$34,178	0.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,024,420	20.8%

Assets/Debt
Total Assets	$22,394,444
Total Liabilities	$27,088,759
Net Assets	-$4,694,315

Compensation

Key Employees and Officers	Compensation	Related	Other
Rob Quam (Treasurer)	$0	$0	$0
Stewart Hurst (Board Member)	$0	$0	$0
D Andrew Hunt (Chief Manager)	$0	$0	$0
Jane Terry (Board Member)	$0	$0	$0
Alex Wheeler (Board Member)	$0	$0	$0

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990

Filed on Nov. 13, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$4,041,212

Expenses

$5,033,493

Net Income

-$992,281

Net Assets

-$1,669,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,027,354	99.7%
Investment Income	$385	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$13,473	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$977,788	19.4%

Assets/Debt
Total Assets	$24,461,536
Total Liabilities	$26,131,080
Net Assets	-$1,669,544

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,058,542

Expenses

$4,823,776

Net Income

-$765,234

Net Assets

-$677,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,043,020	99.6%
Investment Income	$1,703	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$13,819	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$949,651	19.7%

Assets/Debt
Total Assets	$25,524,935
Total Liabilities	$26,202,198
Net Assets	-$677,263

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.

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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

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Updated October 30, 2024

Lake Wales Retirement Center Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.75M (2022)

Expenses $7.74M (2022)

Total Assets $25.1M (2022)

Total Liabilities $31.2M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Revenue

$5.75M (2022)

Expenses

$7.74M (2022)

Total Assets

$25.1M (2022)

Total Liabilities

$31.2M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001