Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
The Lake Wales Area Foundation Inc
EIN 59-2933378 • 501(c)3 • Lake Wales, FL
Profile
Education and training in business and leadership.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Balance Sheet
Assets
Down$36,365
Down $4,442 (-11%) from 2024
Liabilities
Down$650
Down $427 (-40%) from 2024
Net Assets
Down$35,715
Down $4,015 (-10%) from 2024
Revenue
Down$23,405
Down $3,519 (-13%) from 2024
Expenses
Down$27,419
Down $3,169 (-10%) from 2024
Net Income
Down-$4,014
Down $350 (-9.6%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $36,365
- Liabilities
- $650
- Net assets
- $35,715
- Revenue
- $23,405
- Expenses
- $27,419
- Net income
- -$4,014
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Feb 5, 2026
- Return Version
- 2025v4.0
- Gross Receipts
- $23,405
Mission and Program Overview
Mission
Education and training in business and leadership.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATION AND TRAINING IN BUSINESS AND LEADERSHIP TO COMMUNITY LEADERS. | - | $17,403 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DOUG CLARK | Director | - | $0 | - | - |
| CLARKE GERARD | Director | - | $0 | - | - |
| TAMMY BRACEWELL | Treasurer | - | $0 | - | - |
| SKIP ALFORD | President/Ce | - | $0 | - | - |
| NANCY DODD | Secretary | - | $0 | - | - |
| SHANNON GRAVES | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Lake Wales Area Foundation Inc
- EIN
- 59-2933378
- Phone
- 8636763445
- Address
- P O BOX 191, LAKE WALES, FL 33859-0191
Signing Officer
- Name
- Skip Alford
- Title
- President/CEO
- Phone
- 8636763445
- Signed
- 2026-02-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bunting Tripp & Ingley Llp
- Address
- 230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
- Preparer
- William M Jacobs
- Phone
- 8636767981
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses public relations/marketing 132 office supplies 618 llw tallahasse trip exp 9,398 llw day trip 167 llw opening retreat expen 2,269 llw closing retreat expen 540 llw graduation expenses 1,200 llw misc expenses 930 llw tuition scholarship 3,033 business education expens 2,417 youth leadership llw expe 3,549 corporate annual report e 61 scholarships disbursed 500 educational prog grants- 2,545 bank charges 60 total 27,419”
Form 990-ez, Part II, Line 24
“Due from the chamber 0 373 total 0 373”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 2,500 0 due to chamber -1,422 650”
Raw XML Appendix146 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TAMMY BRACEWELL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8636763445 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 191 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKE WALES |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33859 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 37949 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 33134 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7175 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4014 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 40807 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 36365 |
| IRS990EZ/GrossReceiptsAmt | 0 | 23405 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 27 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 2858 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 2858 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 39729 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 35715 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 39729 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 35715 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DOUG CLARK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CLARKE GERARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TAMMY BRACEWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SKIP ALFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NANCY DODD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SHANNON GRAVES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT/CE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 373 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 27419 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION AND TRAINING IN BUSINESS AND LEADERSHIP. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 16203 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED EDUCATION AND TRAINING IN BUSINESS AND LEADERSHIP TO COMMUNITY LEADERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 17403 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1078 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 650 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 27419 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17403 |
| IRS990EZ/TotalRevenueAmt | 0 | 23405 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | OTHER INCOME 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 7175 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7785 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4411 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7730 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7830 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 34931 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 27 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 29 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 106 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 90754 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99700 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99680 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 34931 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 7175 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7785 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4411 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7730 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7830 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 34931 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 35037 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES PUBLIC RELATIONS/MARKETING 132 OFFICE SUPPLIES 618 LLW TALLAHASSE TRIP EXP 9,398 LLW DAY TRIP 167 LLW OPENING RETREAT EXPEN 2,269 LLW CLOSING RETREAT EXPEN 540 LLW GRADUATION EXPENSES 1,200 LLW MISC EXPENSES 930 LLW TUITION SCHOLARSHIP 3,033 BUSINESS EDUCATION EXPENS 2,417 YOUTH LEADERSHIP LLW EXPE 3,549 CORPORATE ANNUAL REPORT E 61 SCHOLARSHIPS DISBURSED 500 EDUCATIONAL PROG GRANTS- 2,545 BANK CHARGES 60 TOTAL 27,419 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DUE FROM THE CHAMBER 0 373 TOTAL 0 373 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,500 0 DUE TO CHAMBER -1,422 650 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SKIP ALFORD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8636763445 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-02-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE LAKE WALES AREA FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 592933378 |
| ReturnHeader/Filer/PhoneNum | 0 | 8636763445 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 191 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKE WALES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 338590191 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 590673514 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BUNTING TRIPP & INGLEY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 230 EAST TILLMAN AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE WALES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 338533714 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8636767981 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-02-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM M JACOBS |
| ReturnHeader/ReturnTs | 0 | 2026-02-05T12:14:44-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2025-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-12-31 |
| ReturnHeader/TaxYr | 0 | 2025 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.