Nonprofit · EIN 61-1093278
CEDAR LAKE FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,016,543 | $1,865,776 | $2,150,767 | $35,890,348 | $373,044 | $35,517,304 |
| December 31, 2024 | 990 | $5,251,894 | $1,389,006 | $3,862,888 | $31,936,259 | $702,127 | $31,234,132 |
| December 31, 2023 | 990 | $1,631,662 | $1,083,580 | $548,082 | $28,706,152 | $335,555 | $28,370,597 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,270,322
- Program service revenue
- $0
- Investment income
- $1,946,356
- Net gain from sales of assets
- $625,790
- Net income from fundraising events
- -$42,114
- Net income from gaming
- $27,539
- Other revenue
- $799,865
Expenses
- Grants and similar amounts paid
- $915,434
- Compensation of officers, directors and key employees
- $140,955
- Other salaries and wages
- $248,539
- Salaries, compensation and benefits (total)
- $467,322
- Professional fundraising fees
- $0
- Accounting fees
- $21,000
- Occupancy
- $8,583
- Travel
- $13,869
- Program services (functional)
- $915,434
- Management and general (functional)
- $255,318
- Fundraising (functional)
- $695,024
Balance sheet and other
- Total assets, start of year
- $31,936,259
- Total assets, end of year
- $35,890,348
- Total liabilities, end of year
- $373,044
- Net assets, end of year
- $35,517,304
- Publicly traded securities
- $34,151,863
- Net assets without donor restrictions
- $33,916,161
- Net assets with donor restrictions
- $1,601,143
- Gross receipts
- $11,155,850
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1986
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICK DAVIS | PRESIDENT AND CEO Officer | 10 | $0 | $263,562 | $18,760 |
| MARGARET WAUGH | VP OF FINANCE Officer | 13 | $0 | $151,743 | $36,176 |
| JULIE TORZEWSKI | EXECUTIVE DIRECTOR Officer | 40 | $123,364 | $0 | $17,591 |
| MARK COOKSEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRYAN BAIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA FORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN NORDSTROM | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN JOYNT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRUCE YUNGMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICK DAVIS | PRESIDENT AND CEO Officer | 13 | $0 | $287,038 | $11,133 |
| MARGARET WAUGH | VP OF FINANCE Officer | 13 | $0 | $172,739 | $19,952 |
| KATHEY SANDERS | EXECUTIVE DIRECTOR (THRU 8.24) Highest-paid employee | 40 | $155,460 | $0 | $5,872 |
| JASON SQUIRES | CHIEF OPERATING OFFICER (THRU 1.24) Officer | 13 | $0 | $65,493 | $930 |
| MARK COOKSEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VAUGHN BELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRYAN BAIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA FORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIDGET LAVIN ROHLFING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN NORDSTROM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN JOYNT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRUCE YUNGMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON SQUIRES | CHIEF OPERATING OFFICER Officer | 0.3 | $0 | $158,675 | $38,134 |
| KATHEY SANDERS | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $144,828 | $0 | $17,044 |
| RICK DAVIS | CEO (EFFECTIVE 6.2023) Officer | 13 | $0 | $139,459 | $294 |
| MARK COOKSEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VAUGHN BELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JERRY ROBY | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA FORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIDGET LAVIN ROHLFING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN NORDSTROM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JOYNT | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9901 LINN STATION RD STE 901, LOUISVILLE, KY 40223-3885
- In care of
- % RICK A DAVIS
- Principal officer (990 for 2025)
- RICK DAVIS, 9901 LINN STATION ROAD 901, LOUISVILLE, KY 40223
- Signed the 990
- RICK DAVIS, CEO
- Phone
- (502) 495-4946
- Website
- WWW.CEDARLAKE.ORG
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
OUR VISION IS OF A COMMUNITY WHERE THOSE WITH AND WITHOUT DISABILITIES LEARN TO SHARE AND ENRICH EACH OTHER'S LIVES THROUGH MEANINGFUL INTERACTIONS THAT CULTIVATE MUTUAL RESPECT AND UNCONDITIONAL LOVE. OUR MISSION IS TO OFFER HIGHLY COMPASSIONATE, (SEE SCHEDULE O)
Program accomplishments
- SUPPORT AND GRANTS:CEDAR LAKE FOUNDATION HOLDS, MANAGES, INVESTS AND DISTRIBUTES FUNDS TO THE SUBSIDIARIES OF CEDAR LAKE, INC. CEDAR LAKE FOUNDATION PROVIDES GRANTS AND FINANCIAL ASSISTANCE TO CEDAR LAKE LODGE AND CEDAR LAKE RESIDENCES FOR INDIVIDUALS SUPPORTED BY CEDAR LAKE. CEDAR LAKE LODGE OPERATES INTERMEDIATE CARE FACILITIES SERVING 87 PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. CEDAR LAKE RESIDENCES DELIVERS A WIDE ARRAY OF COMMUNITY-BASED RESIDENTIAL OPTIONS, COMMUNITY ACCESS, SUPPORTED EMPLOYMENT, ADULT DAY AND OTHER IN-HOME SUPPORT TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. DURING 2025, CEDAR LAKE FOUNDATION ASSISTED 208 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH FULL OR PARTIAL SUPPORT.Expenses $915,434 · grants $915,434
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-1093278
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P112)
- Assets (IRS master file)
- $35,890,348
- Income (IRS master file)
- $11,155,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,016,543 | $1,865,776 | $35,890,348 | IRS |
| 990 | December 2024 | $5,251,894 | $1,389,006 | $31,936,259 | XML |
| 990 | December 2023 | $1,631,662 | $1,083,580 | $28,706,152 | XML |
| 990 | December 2022 | $2,560,930 | $2,128,606 | $25,424,004 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1093278).
Questions about CEDAR LAKE FOUNDATION INC
- What is the EIN of CEDAR LAKE FOUNDATION INC?
- The employer identification number (EIN) of CEDAR LAKE FOUNDATION INC is 61-1093278.
- Is CEDAR LAKE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CEDAR LAKE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CEDAR LAKE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CEDAR LAKE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CEDAR LAKE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CEDAR LAKE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names RICK DAVIS.
- Who are the officers and directors of CEDAR LAKE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization.
- How much revenue does CEDAR LAKE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,016,543, expenses of $1,865,776 and total assets of $35,890,348 at year end.
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