LAKESHORE FOUNDATION

EIN: 630288847 501(c)(3) Health Care

BIRMINGHAM, AL

Total Revenue
$11,522,368
Total Expenses
$12,488,974
Total Assets
$104,256,654
Net Assets
$95,134,614
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
AL
Principal Officer
JOHN D KEMP
Phone
2053137413
Tax Period
2024-10-01 to 2025-09-30

LAKESHORE FOUNDATION, founded in 1923, is a mid-sized nonprofit in the Health Care sector that reported $11.5M in total revenue in fiscal year 2024. Net assets of $95.1M represent 99 months of operating reserves.

Mission

TO PROVIDE OPPORTUNITY FOR INDIVIDUALS WITH DISABILITY TO LIVE A HEALTHY LIFESTYLE THROUGH PHYSICAL ACTIVITY, RESEARCH, ADVOCACY AND HEALTH PROMOTION.

Program Service Accomplishments

Program 1
Expenses: $2,597,198 Revenue: $489,286

FITNESS, PERSONAL TRAINING AND AQUATICS - LAKESHORE FOUNDATION OFFERS MORE THAN 60 FITNESS AND AQUATICS CLASSES SPECIFICALLY DESIGNED FOR PERSONS WITH A WIDE RANGE OF PHYSICAL DISABILITIES AND...

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FITNESS, PERSONAL TRAINING AND AQUATICS - LAKESHORE FOUNDATION OFFERS MORE THAN 60 FITNESS AND AQUATICS CLASSES SPECIFICALLY DESIGNED FOR PERSONS WITH A WIDE RANGE OF PHYSICAL DISABILITIES AND CHRONIC HEALTH CONDITIONS SEEKING A LIFELONG PATH TO WELLNESS. LAKESHORE ALSO PROVIDES AN OPPORTUNITY FOR SELF-DIRECTED, INDIVIDUAL FITNESS AND AQUATICS WORKOUTS, AS WELL AS FEE-BASED PERSONAL TRAINING SERVICES. LAKESHORE LIFE, A COMPREHENSIVE HEALTH PROMOTION INITIATIVE, INCLUDES NUTRITION EDUCATION AND EMPOWERS INDIVIDUALS TO TAKE PERSONAL OWNERSHIP OF HEALTH AND WELLNESS CHOICES. VIRTUAL PROGRAMS ARE ALSO BEING OFFERED TO COMMUNITY CENTERS ALLOWING A BROADER AUDIENCE TO ACCESS VALUABLE WELLNESS PROGRAMS.

Program 2
Expenses: $4,241,110 Revenue: $392,685

RECREATION, ATHLETICS, MILITARY AND TRAINING SITE PROGRAMS - LAKESHORE FOUNDATION OFFERS YEAR-ROUND ACTIVITIES FOR CHILDREN AND ADULTS WITH PHYSICAL DISABILITIES INCLUDING RECREATIONAL PROGRAMS...

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RECREATION, ATHLETICS, MILITARY AND TRAINING SITE PROGRAMS - LAKESHORE FOUNDATION OFFERS YEAR-ROUND ACTIVITIES FOR CHILDREN AND ADULTS WITH PHYSICAL DISABILITIES INCLUDING RECREATIONAL PROGRAMS, ATHLETIC TEAMS AND LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL ATHLETIC EVENTS THAT PROVIDE AN OUTLET FOR COMPETITIVE DRIVE AND CONTRIBUTE TO PARTICIPANTS' HEALTH AND WELL-BEING. THIS INCLUDES HIGH PERFORMANCE CAMPS FOR USA WHEELCHAIR RUGBY, BOCCIA UNITED STATES, USA PARA POWERLIFTING, USA WHEELCHAIR BASKETBALL, PARALYZED VETERANS OF AMERICA, WOUNDED WARRIOR PROJECT, AND LOCAL CHILDREN'S SUMMER CAMPS. OUR WORK WITH VETERANS ALSO INCLUDES HEALTH AND WELLNESS OPTIONS FOR ALL LOCAL ALABAMA VETERANS AND THEIR FAMILIES, MORE THAN 1,500 OF WHOM HAVE BEGUN PARTICIPATING.

Program 3
Expenses: $1,090,385 Revenue: $88,227

SPORTS SCIENCE AND PERFORMANCE CENTER - ESTABLISHED IN FY23, LAKESHORE FOUNDATION'S SPORTS SCIENCE AND PERFORMANCE CENTER (SSPC) CONTINUED EXPANSION IN FY25 FOLLOWING ITS PUBLIC LAUNCH IN JANUARY...

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SPORTS SCIENCE AND PERFORMANCE CENTER - ESTABLISHED IN FY23, LAKESHORE FOUNDATION'S SPORTS SCIENCE AND PERFORMANCE CENTER (SSPC) CONTINUED EXPANSION IN FY25 FOLLOWING ITS PUBLIC LAUNCH IN JANUARY 2024. SSPC PROVIDES IN-PERSON AND VIRTUAL SPORTS PERFORMANCE SERVICES DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH DISABILITIES, INTEGRATING APPLIED SPORTS SCIENCE RESEARCH WITH DIRECT ATHLETE SUPPORT. SERVICES INCLUDE SPORT-SPECIFIC PERFORMANCE TESTING, INDIVIDUALIZED TRAINING AND NUTRITION GUIDANCE, EQUIPMENT MODIFICATION, DATA ANALYSIS, AND ATHLETE AND COACH MENTORSHIP. THE PROGRAM ADVANCES EQUITABLE ACCESS TO HIGH-QUALITY PERFORMANCE RESOURCES, SUPPORTS EMERGING AND ELITE ATHLETES WITH DISABILITIES, AND PROMOTES LIFELONG HEALTH AND COMPETITIVE SUCCESS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,923,620
Program Service Revenue $1,409,983
Investment Income $3,779,605
Other Revenue $4,409,160
TOTAL REVENUE $11,522,368

Expense Breakdown

Grants Paid $268,558
Salaries & Benefits $6,767,323
Fundraising Expenses $932,412
Program Expenses $9,520,152
Other Expenses $5,453,093
TOTAL EXPENSES $12,488,974

Year-over-Year Comparison

2024 2023 Change
Revenue $11,522,368 $11,058,881 +0.0%
Expenses $12,488,974 $12,728,670 0.0%
Net Income $-966,606 $-1,669,789 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
28
Independent Members
28
Employees
131
Volunteers
347

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$1,274,071
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GRAHAM SISSON JR DIRECTOR AND CHAIRMAN 0.77
Officer Director
$0 $0 $0
WILLIAM BILL HORTON DIRECTOR AND VICE CHAIR 0.77
Officer Director
$0 $0 $0
ROBERT M COUCH DIRECTOR AND TREASURER 0.77
Officer Director
$0 $0 $0
FRANK H LONG JR DIRECTOR AND SECRETARY 0.77
Officer Director
$0 $0 $0
GREG JOHNSTON DIRECTOR 0.38
Director
$0 $0 $0
WILLIAM P ACKER III DIRECTOR 0.38
Director
$0 $0 $0
WALTER M BEALE JR DIRECTOR AND CHAIR 0.58
Director
$0 $0 $0
TURNER BURTON DIRECTOR 0.38
Director
$0 $0 $0
JAY BRANDRUP DIRECTOR 0.38
Director
$0 $0 $0
YVONNE ESSIX DIRECTOR 0.38
Director
$0 $0 $0
WD FOSTER DIRECTOR AND CHAIR 0.58
Director
$0 $0 $0
BRENDA M HACKNEY DIRECTOR 0.38
Director
$0 $0 $0
JOE HAMPTON DIRECTOR 0.38
Director
$0 $0 $0
WILLIAM K HANCOCK DIRECTOR 0.38
Director
$0 $0 $0
CATHERINE SLOSS JONES DIRECTOR 0.38
Director
$0 $0 $0
MICHAEL A KAMBER DIRECTOR 0.38
Director
$0 $0 $0
DAVE KEENAN DIRECTOR 0.38
Director
$0 $0 $0
BRAD KENNEDY DIRECTOR 0.38
Director
$0 $0 $0
MARK S MCCOLL DIRECTOR 0.38
Director
$0 $0 $0
DR VUE QC NGUYEN DIRECTOR 0.38
Director
$0 $0 $0
MICHAEL L PATTERSON DIRECTOR AND CHAIR 0.58
Director
$0 $0 $0
N LEE S PRICE MAJ GEN RET DIRECTOR 0.38
Director
$0 $0 $0
ANN M PURDY DIRECTOR 0.38
Director
$0 $0 $0
TOM SHUFFLEBARGER DIRECTOR AND CHAIR 0.58
Director
$0 $0 $0
ALLISON STEPHENS DIRECTOR 0.38
Director
$0 $0 $0
ANDRE J TAYLOR DIRECTOR 0.38
Director
$0 $0 $0
PETER THOMAS DIRECTOR 0.38
Director
$0 $0 $0
JOEL T WELKER DIRECTOR AND CHAIR 0.58
Director
$0 $0 $0
JOHN KEMP PRESIDENT 40.00
Officer
$350,555 $24,772 $375,327
CATHY MILLER CHIEF OPERATING AND FINANCIAL OFFICER 40.00
Officer
$251,955 $21,889 $273,844
JEN ALLRED CHIEF PROGRAM OFFICER AND SPECIAL PROJECTS 40.00
Officer
$203,827 $15,714 $219,541
AMY RAUWORTH CHIEF RESEARCH AND INNOVATION OFFICER 40.00
Officer
$188,632 $19,526 $208,158
CHRIS THOMASON CHIEF OF ADVANCEMENT 40.00
Officer
$190,200 $7,001 $197,201
DEBBIE SMITH DIRECTOR OF HUMAN RESOURCES 40.00
Highest
$134,784 $5,876 $140,660
KORHAN ALTIPARMAK CONTROLLER 40.00
Highest
$116,805 $5,556 $122,361
CAROL KUTIK DIRECTOR OF FITNESS 40.00
Highest
$113,388 $4,618 $118,006
EDWARD REYNOLDS DIRECTOR OF DEVELOPMENT 40.00
Highest
$108,105 $7,001 $115,106
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $11,522,368 $12,488,974 $104,256,654 $-966,606
2024 $11,058,881 $12,728,670 $101,457,628 $-1,669,789
2023 $10,632,154 $12,259,146 $95,240,008 $-1,626,992
2022 $11,018,309 $12,031,462 $92,560,470 $-1,013,153
2021 $25,387,990 $11,747,024 $105,708,578 $13,640,966
2020 $11,970,986 $11,598,670 $98,328,874 $372,316
2019 $10,493,103 $11,301,151 $98,783,717 $-808,048
2018 $14,219,099 $10,535,987 $93,155,143 $3,683,112
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