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Nonprofiteer
← LAKEVIEW HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by LAKEVIEW HEALTH FOUNDATION.

Totals

Total revenue
$2,141,240
Total expenses
$1,201,364
Contributions and grants received
$2,013,920
Grants paid
$1,166,446
Program services expenses (Part IX)
$1,171,646
Management and general expenses
$29,718
Fundraising expenses
$0
Program service expenses (Part III)
$1,171,646

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL SWISHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.08

  • PAUL DINZEO

    DIRECTOR (JAN -MAY)

    Total calculated
    $0
    Hours/week
    0.23

  • CHRISTINE CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • DAVID REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.46

  • CHRIS JESMER

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    0.73

  • NATHAN S PULSCHER

    DIRECTOR

    Total calculated
    $293,386
    From this org
    $0
    From related orgs
    $246,031
    Other
    $47,355
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,129 related
    Bonus
    $0 + $36,241 related
    Other
    $0 + $21,661 related
    Deferred
    $0 + $13,083 related
    Nontaxable benefits
    $0 + $34,272 related
    Filer's total
    $0 + $293,386 related

  • MELISSA SCHOENHERR

    DIRECTOR

    Total calculated
    $539,235
    From this org
    $0
    From related orgs
    $443,354
    Other
    $95,881
    Hours/week
    0.5 + 43.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,526 related
    Bonus
    $0 + $82,789 related
    Other
    $0 + $46,039 related
    Deferred
    $0 + $66,779 related
    Nontaxable benefits
    $0 + $29,102 related
    Filer's total
    $0 + $539,235 related

  • ARETTA RICE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.15

  • SUE SPERBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.67

  • LOWELL JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.61

  • ROBERTA SEUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.46

  • RAY MARSHALL

    DIRECTOR & VICE CHAIR (JAN -JULY)

    Total calculated
    $0
    Hours/week
    0.35

  • MARIA DENGLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.57

  • ABIGAIL M HELLER MD

    DIRECTOR

    Total calculated
    $563,084
    From this org
    $0
    From related orgs
    $499,965
    Other
    $63,119
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,388 related
    Bonus
    $0
    Other
    $0 + $170,577 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $40,244 related
    Filer's total
    $0 + $563,084 related

  • PAUL L ERICKSON

    EXCECUTIVE DIRECTOR

    Total calculated
    $243,367
    From this org
    $0
    From related orgs
    $170,433
    Other
    $72,934
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,098 related
    Bonus
    $0 + $22,050 related
    Other
    $0 + $11,285 related
    Deferred
    $0 + $41,489 related
    Nontaxable benefits
    $0 + $31,445 related
    Filer's total
    $0 + $243,367 related

  • DOUGLAS E JOHNSON

    CFO

    Total calculated
    $620,393
    From this org
    $0
    From related orgs
    $501,465
    Other
    $118,928
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,590 related
    Bonus
    $0 + $91,391 related
    Other
    $0 + $63,484 related
    Deferred
    $0 + $82,683 related
    Nontaxable benefits
    $0 + $36,245 related
    Filer's total
    $0 + $620,393 related

  • NANCY L EVERT

    SECRETARY

    Total calculated
    $914,118
    From this org
    $0
    From related orgs
    $718,467
    Other
    $195,651
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,726 related
    Bonus
    $0 + $174,605 related
    Other
    $0 + $43,136 related
    Deferred
    $0 + $167,010 related
    Nontaxable benefits
    $0 + $28,641 related
    Filer's total
    $0 + $914,118 related

  • BRANDI LUNNEBORG

    DIRECTOR & PRESIDENT

    Total calculated
    $548,728
    From this org
    $0
    From related orgs
    $444,324
    Other
    $104,404
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,140 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $4,184 related
    Deferred
    $0 + $65,250 related
    Nontaxable benefits
    $0 + $39,154 related
    Filer's total
    $0 + $548,728 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
LAKEVIEW HEALTH FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH INC (GHI), PARK NICOLLET HEALTH SERVICES (PNHS) OR BY LAKEVIEW MEMORIAL HOSPITAL (LMH). ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
PART I, LINE 4B
DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AN AMOUNT FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 47,347 MELISSA F. SCHOENHERR $ 38,738 BRANDI LUNNEBORG $31,500
PART I, LINE 6
LAKEVIEW HEALTH FOUNDATION OFFICERS AND DIRECTORS ARE EMPLOYED BY GROUP HEALTH INC (GHI), PARK NICOLLET HEALTH SERVICES (PNHS) OR BY LAKEVIEW MEMORIAL HOSPITAL (LMH) ALL OF WHICH ARE RELATED ORGANIZATIONS. COMPENSATION REPORTED IN FORM 990, PART VII INCLUDES ANY COMPENSATION DERIVED FROM GHI, PNHS OR LMH MANAGEMENT INCENTIVE PROGRAMS WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE MANAGEMENT INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G., SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR MANAGER, OR OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
PART II
COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTOR: NANCY L. EVERT $ 37,844 MELISSA F. SCHOENHERR $ 35,465 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349303844

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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