2025-06-10T12:53:34-05:00 2024-12-31 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2024-01-01 202718333 LAKEWOOD RANCH BUSINESS ALLIANCE LAKE 9417571664 5391 LAKEWOOD RANCH BLVD SUITE 103 SARASOTA FL 34240 BRITTANY LAMONT PRESIDENT/CEO 9417571664 2025-06-03 1 1 BRIAN CARTER P00536712 9417474483 2025-05-23 2024 2025-03-06 01:10:19Z BRITTANY LAMONT 5391 LAKEWOOD RANCH BLVD SUITE 103 SARASOTA FL 34240 957941 0 X LWRBA.ORG X 2005 FL TO CONNECT, EDUCATE, AND STRENGTHEN THE BUSINESS COMMUNITY IN THE LAKEWOOD RANCH REGION. 26 26 7 150 72036 15062 0 6600 597606 801247 3883 8376 139413 62508 740902 878731 1688 5000 0 0 411768 449627 0 0 0 295029 396891 708485 851518 32417 27213 694748 683731 270020 231790 424728 451941 CONNECT, EDUCATE, AND STRENGTHEN THE BUSINESS COMMUNITY IN THE LAKEWOOD RANCH REGION THROUGH A POWERFUL PARTNERSHIP WITH LOCAL BUSINESSES, SERVICE AND COMMUNITY ORGANIZATIONS, ALONG WITH THE COLLABORATION OF CITY AND GOVERNMENTAL INSTITUTIONS. 0 0 MONTHLY MEMBERSHIP LUNCHEONS - PRESENTS LOCAL SPEAKERS TO OUR MEMBERSHIP, TO EDUCATE THEM ON CURRENT TOPICS AFFECTING THE AREA. THE MEETINGS ARE TYPICALLY HELD ON THE THIRD/FOURTH WEDNESDAY OF EVERY MONTH. THE LUNCHEONS OFFER NETWORKING FROM 11:30 A.M. UNTIL NOON, WITH THE LUNCHEON RUNNING FROM NOON UNTIL 1 P.M. SPEAKERS OR PANEL DISCUSSIONS ARE PRESENTED TO HELP EDUCATE THE MEMBERS ON A VARIETY OF TOPICS. CLASSROOM CONNECTIONS - EDUCATIONAL PROGRAMS DESIGNED TO EDUCATE AND ASSIST OUR MEMBERS ON TOPICS SUCH AS HUMAN RESOURCE ISSUES, IMPROVING CUSTOMER SERVICE, MARKETING TRENDS, CUTTING EXPENSES, ETC. THEY ARE PRESENTED ONCE A MONTH FOR AN HOUR AND HALF AND ARE HELD AT VARIOUS LOCATIONS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 FL X MAULDIN & JENKINS 9417474483 1401 MANATEE AVENUE WEST SUITE 1200 BRADENTON FL 34205 DAVID OTTERNESS CHAIR 8.00 X X 0 0 0 JULIE FANNING CHAIR-ELECT 8.00 X X 0 0 0 ERIK HANSON PAST CHAIR 8.00 X X 0 0 0 DARRIN ROHR DEPUTY CHAIR 8.00 X X 0 0 0 DIANNE KOPCZYNKSI TREASURER 8.00 X X 0 0 0 KEVIN COOPER SECRETARY 8.00 X X 0 0 0 ZACH BUFFINGTON LEGAL COUNSEL 8.00 X 0 0 0 WAYNE PARRISH COMMUNICATIONS COMMITTEE 8.00 X 0 0 0 KEITH PANDALOGLOU COMMUNITY ENGAGEMENT 8.00 X 0 0 0 KENT JIMISON ECONOMIC IMPACT 8.00 X 0 0 0 ERIN WATSON EVENT AND PROGRAMMING 8.00 X 0 0 0 NICK FEATHER GOVERNMENT AFFAIRS 8.00 X 0 0 0 ASHLYN MCCARTY MEMBERSHIP 8.00 X 0 0 0 ANNEMARIE GRAFF MEMBERSHIP 8.00 X 0 0 0 CHARLIE MURPHY DIRECTOR 8.00 X 0 0 0 TONI PERREN DIRECTOR 8.00 X 0 0 0 JOHN HOLZ DIRECTOR 8.00 X 0 0 0 JAVAR BAITY DIRECTOR 8.00 X 0 0 0 FRANK MORGAN DIRECTOR 8.00 X 0 0 0 TIELER GITTLEMAN DIRECTOR 8.00 X 0 0 0 DR KAREN HOLBROOK DIRECTOR 8.00 X 0 0 0 BETH GREEN DIRECTOR 8.00 X 0 0 0 LISA BARNOTT SMR REPRESENTATIVE 8.00 X 0 0 0 ZOE KASPER YOUNG LEADERS ALLIANCE 8.00 X 0 0 0 CHE BARNETT MANATEE COUNTY REPRESENTATIVE 8.00 X 0 0 0 ROB LEWIS SARASOTA COUNTY REPRESENTATIVE 8.00 X 0 0 0 BRITTANY LAMONT PRESIDENT/CEO 40.00 X 136191 0 20290 136191 0 20290 1 0 1 0 0 6600 6600 MEMBERSHIP DUES 611430 565448 565448 MEMBER LUNCHEONS 611430 144338 144338 NEWSLETTER 513120 39586 39586 LWRBA DIRECTORY 513140 32450 32450 LEADERSHIP ACADEMY 611430 19425 19425 801247 8658 8658 282 -282 -282 -282 138964 78928 60036 60036 MISCELLANEOUS 900099 2472 2472 2472 878731 729211 72036 70884 5000 156481 238641 9361 16920 28224 116 9000 7556 19678 25332 24305 106009 2604 7049 6776 4437 INCOME TAX 715 PROGRAM EXPENSES 149361 NEWSLETTER 21405 DUES AND SUBSCRIPTIONS 7633 4915 851518 454173 201492 208488 395972 26906 39865 59860 16985 5181 42875 0 3527 694748 683731 10215 5240 254737 226340 5068 210 270020 231790 X 424728 451941 424728 451941 694748 683731 27213 0 X X 1 X 0 0 0 30677 2728 27949 17066 10215 6851 12117 4042 8075 42875 PAYROLL TAX 210 210 HOB NOB 35060 35060 20879 BLOCK PARTY 34822 34822 9395 3 69082 69082 48654 138964 138964 78928 78928 60036 X X 0 0 0 BRITTANY LAMONT PRESIDENT/CEO 136191 0 0 0 0 0 0 0 20290 0 156481 0 0 0 PART I, LINE 6 VOLUNTEERS VOLUNTEERS HELP TO PROMOTE THE ALLIANCE THROUGH THEIR MARKETING AND ADVERTISING EFFORTS. VOLUNTEERS COORDINATE LWRBA EVENTS AND PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY CONTRACT OR OTHER MATERIAL TRANSACTION BETWEEN THE LWRBA AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION OR ENTITY IN WHICH ONE OR MORE OF THE LWRBA'S DIRECTORS ARE DIRECTORS OR OFFICERS OR ARE FINANCIALLY INTERESTED, SHALL BE FIRST DISCUSSED BY THE BOARD OF DIRECTORS BEFORE ANY ACTION IS APPROVED BY THE BOARD. IF A DIRECTOR HAS A CONFLICT, THEY MUST FIRST DISCLOSE THIS CONFLICT TO THE CHAIRMAN OF THE BOARD AND THEN REFRAIN FROM PARTICIPATING IN THE VOTE ON THE MATTER IN WHICH THE DIRECTOR HAS THE CONFLICT. EVERY BOARD MEMBER SHALL BE PRESENTED WITH A CODE OF ETHICS AND BUSINESS CONDUCT AT THE BEGINNING OF THEIR TERM. THIS SIGNED FORM WILL BE HELD WITH THE RECORDS OF THE LWRBA. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO AN ANNUAL REVIEW, WITH ANY INCREASES DETERMINED AND DOCUMENTED BY THE EXECUTIVE COMMITTEE, WHICH IS COMPOSED ENTIRELY OF INDEPENDENT MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES A MODIFIED ACCRUAL METHOD. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S EXECUTIVE COMMITTEE OVERSEES THE COMPILED FINANCIAL STATEMENTS, AND A NEW ACCOUNTING FIRM WAS ENGAGED FOR THE DECEMBER 31, 2024 FINANCIAL REPORTING.