Community Foundation of South Lake County Inc
Donations deductibleRevenue
$2.5m
year to 30 September 2025
Expenses
$2.1m
year to 30 September 2025
Total assets
$20m
$433k liabilities
Net assets
$19.6m
assets less liabilities
Directors and trustees
12
3.8 years on average
Staff
2
employees, year to 30 September 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
8
named in Part VII
Community Foundation of South Lake County Inc's network
12 people2 organisationsi12 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Debbie Flynn | Director | 2025 | 1 yr |
| Donald Keene | Director | 2023 | 3 yrs |
| Doneth Rose | Director | 2023 | 3 yrs |
| Erica Cole | Director | 2021 | 5 yrs |
| Heather Theis | Director | 2021 | 5 yrs |
| Jill Ganley | Director | 2025 | 1 yr |
| Merideth Nagel | Director | 2025 | 1 yr |
| Michael Spartz | Treasurer | 2018 | 8 yrs |
| Nate Edmund | Director | 2025 | 1 yr |
| Pat Carraciolo | Vice President | 2021 | 5 yrs |
| Paula Hosington | President | 2020 | 6 yrs |
| Sheri Spivey | Director | 2025 | 1 yr |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Donald Keene | Company secretary | since 2020 |
| Doneth Rose | Treasurer | since 2020 |
| Jim Hamilton | Company secretary | since 2018 |
| Kathy Smith | Executive Director | since 2020 |
| Laura Michalski | Executive Director | since 2022 |
| Michael Bucher | Treasurer | since 2018 |
| Sandy Simmonds | President | since 2023 |
| Sandy Simmons | Vice Chairman | since 2020 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Pat Carraciolo | Vice President | 1 | $0 | ||
| Doneth Rose | Director | 2 | $0 | ||
| Heather Theis | Director | 1 | $0 | ||
| Donald Keene | Director | 1 | $0 | ||
| Erica Cole | Director | 1 | $0 | ||
| Nate Edmund | Director | 1 | $0 | ||
| Debbie Flynn | Director | 1 | $0 | ||
| Jill Ganley | Director | 1 | $0 | ||
| Sheri Spivey | Director | 0 | $0 | ||
| Merideth Nagel | Director | 0 | $0 | ||
| Michael Spartz | Treasurer | 2 | $0 | ||
| Paula Hosington | President | 2 | $0 | ||
| Sandy Simmonds | Immediate Past President | 2 | $0 | ||
| Laura Michalski | Executive Director | 40 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Community Foundation of South Lake County Inc
- EIN
- 593343026
- Address
- 2150 Oakley Seaver Dr, Clermont, FL, 34711-1964
- State
- Florida
- Mission
- The Foundations purpose is to enhance the lives of the residents of South Lake County now and for future generations by working together with our donors to build resources, address needs, and collaborate on key community issues and initiatives. (as filed on the Form 990)
- Activity (NTEE)
- T31 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- Formed
- 1995
- Principal officer
- Laura Michalski (as named on the Form 990)
- IRS ruling date
- 1 April 1996
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsMichael Spartz
≥6years on the filingsPaula Hosington
≥5years on the filingsErica Cole
≥5years on the filingsHeather Theis
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $20m
- Total liabilities
- $433k
- Net assets or fund balances
- $19.6m
- Contributions and grants received
- $851k
- Program service revenue
- $0
- Grants and similar paid out
- $1.4m
- Employees
- 2
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $978k | $3.7m | Deficit $2.7m |
As filed on the IRS Form 990. US dollars.
Grants paid
20 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Boys and Girls Clube of Central Flo | Community Support | $0 |
| New Beginnings of Central Florida | Community Support | $0 |
| Family Matters of Central Florida | Community Support | $0 |
| Find Feed & Restore | $0 | |
| Building Block Ministries Inc | $0 | |
| Hands of Hope America Community Ctr | $0 | |
| Church of South Lake | $0 | |
| Intnl Found of Christians and Jews | $0 | |
| Montgomery Center for Excellence | $0 | |
| National MS Society | $0 | |
| Oakland Prebyterian Church | $0 | |
| The Neighborhood Center | $0 | |
| Reasins for Hope | $0 | |
| Samaritans Purse | $0 | |
| Stucky Improvement Group | $0 | |
| Verticle Church | $0 | |
| Thrive Clermont | $0 | |
| Zions Hope | $0 | |
| Bayside Community Church | $0 | |
| Building Clock Ministries | $0 |