Civic Intelligence

Lakemary Center Endowment Association

EIN 23-7423516 • 501(c)3 • Paola, KS

Profile

To provide support to lakemary center, inc.

100 Lakemary DrPaola, KS 66071-1855

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

1st percentile

-316%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

93%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $5,956,674 (-100%) from 2018

Liabilities

Down

$0

Down $49,946 (-100%) from 2018

Net Assets

Down

$0

Down $5,906,728 (-100%) from 2018

Operations
Liabilities / Revenue10th percentileNet Margin1st percentile

Revenue

Up

$1,896,791

Up $913,955 (+93%) from 2018

Expenses

Up

$7,881,901

Up $7,203,886 (+1062%) from 2018

Net Income

Down

-$5,985,110

Down $6,289,931 (-2063%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $7,693,567Liabilities 2013: $4,581Net Assets 2013: $7,688,9862013Assets 2014: $7,104,749Liabilities 2014: $269,136Net Assets 2014: $6,835,6132014Assets 2015: $6,157,903Liabilities 2015: $140,297Net Assets 2015: $6,017,6062015Assets 2016: $5,532,276Liabilities 2016: $255,940Net Assets 2016: $5,276,3362016Assets 2017: $5,641,144Liabilities 2017: $122,325Net Assets 2017: $5,518,8192017Assets 2018: $5,956,674Liabilities 2018: $49,946Net Assets 2018: $5,906,7282018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2013: $567,3172013Revenue 2014: $673,587Expenses 2014: $2,149,055Net Income 2014: -$1,475,4682014Revenue 2015: $1,535,184Expenses 2015: $1,325,603Net Income 2015: $209,5812015Revenue 2016: $436,155Expenses 2016: $1,181,188Net Income 2016: -$745,0332016Revenue 2017: $1,140,897Expenses 2017: $1,211,099Net Income 2017: -$70,2022017Revenue 2018: $982,836Expenses 2018: $678,015Net Income 2018: $304,8212018Revenue 2019: $1,896,791Expenses 2019: $7,881,901Net Income 2019: -$5,985,1102019

Highlighted filing

2019

Revenue$1,896,791
Expenses$7,881,901
Net Income-$5,985,110
Open 2019 Filing

Filings

Most recent year

2019 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,896,791
Expenses
$7,881,901
Net income
-$5,985,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.90$7.88$5.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.05$5.91$0.98$0.68$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.12$5.52$1.14$1.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.53$0.26$5.28$0.44$1.18$0.75
2015Detailed filing. Detailed filing data is available for this year.$6.16$0.14$6.02$1.54$1.33$0.21
2014Detailed filing. Detailed filing data is available for this year.$7.10$0.27$6.84$0.67$2.15$1.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$0.00$7.69$0.57
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$4,733,075
Mission and Program Overview

Mission

To provide support to lakemary center, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,573,992$4,689,251▲ $115,259
Savings and Temporary Cash Investments$901,216$799,744▼ $101,472
Pledges and Grants Receivable$13,025$111,900▲ $98,875
Accounts Receivable$35,610$16,941▼ $18,669
Prepaid Expenses and Deferred Charges-$16,500-
Total Assets$5,532,276$5,641,144▲ $108,868
Other Assets Total$8,433$6,808▼ $1,625
Liabilities
Accounts Payable and Accrued Expenses$255,940$122,325▼ $133,615
Total Liabilities$255,940$122,325▼ $133,615
Net Assets / Fund Balance
Unrestricted Net Assets$5,029,995$5,386,607▲ $356,612
Temporarily Rstr Net Assets$246,341$132,212▼ $114,129
Total Net Assets Fund Balance$5,276,336$5,518,819▲ $242,483
Total Liabilities and Net Assets / Fund Balance$5,532,276$5,641,144▲ $108,868

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,276,336$824,503▲ $705,042$1,151,053$5,518,819
2015$6,017,606$465,952▲ $10,232$1,116,817$5,276,336
2014$6,516,019$588,753▲ $251,989$1,265,230$6,017,606
2013$7,688,986$111,965▲ $912,276$2,090,952$6,516,019
2012$6,109,268$1,624,320▲ $579,212$480,049$7,688,986
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Joan MuehlbergerTrustee/president
Gayle RichardsonTrustee
Joan HoranTrustee
Mike EverettTrustee
Mike SandersTrustee
Shelly LittleTrustee
Teddi HernandezTrustee
Tim LangTrustee
Tommy ElmsTrustee
Marilyn BarbourTrustee/secretary
Carolyn JacobsTrustee/treasurer
John FisherTrustee/v-pres
Revenue and Support

Revenue Composition

Contributions and Grants
$666,362
Program Service Revenue
$0
Investment Income
$423,063
Other Revenue
$51,472
All Other Contributions
$545,175
Change in Net Assets
$-70,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,247,566
Revenue Not Reported on Financial Statements
$-106,669
Revenue Not Reported on Form 990
$281,979
Other Revenue Adjustments
$-106,669
Total Revenue per Audited Statements
$1,529,545
Total Revenue per Form 990
$1,140,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,151,053
Other Expenses$60,046
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,151,053--$1,151,053
Fees for Service Investment Mgmnt Fees-$30,706-$30,706
Fees for Services Other-$24,750-$24,750
Insurance-$3,200-$3,200
Fees for Services Accounting-$1,350-$1,350
Other Expenses-$40-$40
Total Functional Expenses$1,151,053$60,046$0$1,211,099

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,287,062
Total Expenses per Form 990$1,211,099
Expenses per Audited Statements$1,180,393
Expenses Not Reported on Form 990$106,669
Expenses Not Reported on Financial Statements$30,706
Other Expense Adjustments$30,706
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakemary Center IncPaola, KS501(c)(3)Support Lakemary Center Inc$1,151,053
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$158,141
Fundraising Direct Expenses$106,669
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$92,799$58,309$2,322$55,987
Annual Dinner$73,747$39,500$6,651$32,849
Total Events$271,130$155,073$102,687$52,386
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Reviewed by trustees prior to filing”

Form 990, Part VI, Section B, Line 12C

“BOARD REGULARLY REVIEWS”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lakemary Center Endowment Association
EIN
23-7423516
Phone
9135574000
Address
100 LAKEMARY DR, PAOLA, KS 66071-1855

Signing Officer

Name
Carolyn Jacobs
Title
Treasurer
Phone
9135574000
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Jacobs
Formed
1974
Legal Domicile
Ks
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
93

Preparer

Firm
Agler & Gaeddert Chartered
Address
PO BOX 1020, OTTAWA, KS 66067
Preparer
Jennifer Kettler
Phone
7852423170
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The lakemary center endowment association was founded for the express purpose of fostering encouragement and support of lakemary center, inc. All monies received are invested or disbursed for the use of benefit of lakemary center, inc.”

PART X, LINE 2:

“The organization, lmc developmental services, inc., lakemary center homes, inc. And lakemary center endowment association are not-for-profit corporations under paragraph 501(c)(3) of the internal revenue code. In addition, all entities have been classified as an organization that is not a private foundation under section 509(a)(2) of the internal revenue code. The endowment qualifies for the charitable contribution deduction under section 170(b) and has been determined to be a 509(a)(3) type 1 entity. As non-profit organizations there is no income tax liability or provisions. The entities recognize any interest and penalties as incurred. For june 30, 2017, no interest or penalties have been recognized. There are no tax benefits or liabilities to be disclosed as the result of tax positions taken during the year. None of the consolidated entities are at the present time under examination by any taxing authority. Effectively, all years for federal and state income examinations are closed for any year prior to july 1, 2013. The organization does not believe there are any tax planning strategies or positions presently being taken that would affect any of the entities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees -30,706.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses -106,669.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 106,669.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 30,706.”

Raw XML AppendixShowing 400 of 553 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08433
IRS990/OtherAssetsTotalGrp/EOYAmt06808
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040
IRS990/OtherExpensesGrp/TotalAmt040
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt013025
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0111900
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016500
IRS990/PrincipalOfficerNm0CAROLYN JACOBS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0282633
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01116260
IRS990/PYInvestmentIncomeAmt038128
IRS990/PYOtherExpensesAmt064928
IRS990/PYOtherRevenueAmt0115394
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-745033
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01181188
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0436155
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-70202
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0901216
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0799744
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480732570
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01151053
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAKEMARY CENTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01151053
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0136009
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05276336
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0824503
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05518819
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0705042
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01151053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0100637
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06017606
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0465952
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05276336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01116817
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt073925
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06516019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0588753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06017606
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0251989
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01265230
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0106256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07688986
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0111965
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06516019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0912276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02090952
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0143765
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06109268
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01624320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07688986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0579212
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0480049
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0106669
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030706
IRS990ScheduleD/ExpensesSubtotalAmt01180393
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0312685
IRS990ScheduleD/OtherExpensesIncludedAmt0106669
IRS990ScheduleD/OtherExpensesNotIncludedAmt030706
IRS990ScheduleD/OtherRevenueAmt0-30706
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-106669
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt0281979
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-106669
IRS990ScheduleD/RevenueSubtotalAmt01247566
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LAKEMARY CENTER ENDOWMENT ASSOCIATION WAS FOUNDED FOR THE EXPRESS PURPOSE OF FOSTERING ENCOURAGEMENT AND SUPPORT OF LAKEMARY CENTER, INC. ALL MONIES RECEIVED ARE INVESTED OR DISBURSED FOR THE USE OF BENEFIT OF LAKEMARY CENTER, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION, LMC DEVELOPMENTAL SERVICES, INC., LAKEMARY CENTER HOMES, INC. AND LAKEMARY CENTER ENDOWMENT ASSOCIATION ARE NOT-FOR-PROFIT CORPORATIONS UNDER PARAGRAPH 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ALL ENTITIES HAVE BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B) AND HAS BEEN DETERMINED TO BE A 509(A)(3) TYPE 1 ENTITY. AS NON-PROFIT ORGANIZATIONS THERE IS NO INCOME TAX LIABILITY OR PROVISIONS. THE ENTITIES RECOGNIZE ANY INTEREST AND PENALTIES AS INCURRED. FOR JUNE 30, 2017, NO INTEREST OR PENALTIES HAVE BEEN RECOGNIZED. THERE ARE NO TAX BENEFITS OR LIABILITIES TO BE DISCLOSED AS THE RESULT OF TAX POSITIONS TAKEN DURING THE YEAR. NONE OF THE CONSOLIDATED ENTITIES ARE AT THE PRESENT TIME UNDER EXAMINATION BY ANY TAXING AUTHORITY. EFFECTIVELY, ALL YEARS FOR FEDERAL AND STATE INCOME EXAMINATIONS ARE CLOSED FOR ANY YEAR PRIOR TO JULY 1, 2013. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY TAX PLANNING STRATEGIES OR POSITIONS PRESENTLY BEING TAKEN THAT WOULD AFFECT ANY OF THE ENTITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES -30,706.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES -106,669.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSE 106,669.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5INVESTMENT MANAGEMENT FEES 30,706.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01211099
IRS990ScheduleD/TotalRevenuePerForm990Amt01140897
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01529545
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01287062
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0116057
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034490
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt034247
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt047320
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0102687
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01601
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0240
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01841
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0982
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt025754
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt015865
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt042601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt073747
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0104584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0271130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt057264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0155073
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052386
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt08449
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt05440
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt013889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08825
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02322
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06651

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