Totals
- Total revenue
- $54,307,462
- Total expenses
- $52,328,812
- Contributions and grants received
- $1,082,080
- Grants paid
- $0
- Program service revenue
- $52,130,354
- Investment income
- $723,336
- Other revenue
- $371,692
- Total assets, end of year
- $145,255,044
- Total liabilities, end of year
- $132,104,192
- Net assets or fund balances, end of year
- $13,150,852
- Program services expenses (Part IX)
- $46,896,434
- Management and general expenses
- $5,432,378
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $46,896,434
Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$35,050
-
1e · Government grants (contributions)
$945,830
-
1f · All other contributions, gifts and grants
$101,200
-
2a · Program service revenue: RESIDENT FEES
total $44,520,547 · related or exempt $44,520,547
-
2b · Program service revenue: ENTRANCE FEES
total $6,750,600 · related or exempt $6,750,600
-
2c · Program service revenue: CHILD DAY CARE AND OTHER
total $776,136 · related or exempt $776,136
-
2d · Program service revenue: MANAGEMENT FEES
total $83,071 · excluded $83,071
-
3 · Investment income
total $824,821 · excluded $824,821
-
4 · Income from investment of tax-exempt bond proceeds
total $169,345 · excluded $169,345
-
6a · Gross rents
real property $30,248
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $30,248
-
6d · Net rental income or loss
total $30,248 · excluded $30,248
-
7a · Gross sales of assets other than inventory
securities $21,614,156
-
7b · Less cost or other basis and sales expenses
securities $21,884,986
-
7c · Gain or loss
securities -$270,830
-
7d · Net gain or loss
total -$270,830 · excluded -$270,830
-
11a · Other revenue: MEAL/BEVERAGE INCOME
total $148,132 · excluded $148,132
-
11b · Other revenue: INTERNET SERVICES
total $60,924 · excluded $60,924
-
11c · Other revenue: INSURANCE PROCEEDS
total $48,874 · excluded $48,874
-
11d · All other revenue
total $83,514 · excluded $83,514
-
11e · Other revenue, total
$341,444
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $898,429 · management and general $898,429
-
7 · Other salaries and wages
total $25,022,783 · program services $23,261,824 · management and general $1,760,959
-
8 · Pension plan contributions
total $483,186 · program services $436,098 · management and general $47,088
-
9 · Other employee benefits
total $2,953,606 · program services $2,665,766 · management and general $287,840
-
10 · Payroll taxes
total $1,773,003 · program services $1,600,217 · management and general $172,786
-
11b · Fees: legal
total $36,733 · management and general $36,733
-
11c · Fees: accounting
total $87,275 · management and general $87,275
-
11f · Fees: investment management
total $93,703 · management and general $93,703
-
11g · Fees: other
total $1,109,047 · program services $839,097 · management and general $269,950
-
12 · Advertising and promotion
total $272,302 · program services $272,302
-
13 · Office expenses
total $2,887,634 · program services $2,635,644 · management and general $251,990
-
14 · Information technology
total $460,629 · program services $281,431 · management and general $179,198
-
16 · Occupancy
total $2,784,449 · program services $2,784,449
-
17 · Travel
total $224,043 · program services $212,602 · management and general $11,441
-
19 · Conferences, conventions and meetings
total $71,342 · program services $30,730 · management and general $40,612
-
20 · Interest
total $2,831,895 · program services $2,802,160 · management and general $29,735
-
22 · Depreciation, depletion and amortization
total $5,561,000 · program services $5,502,610 · management and general $58,390
-
23 · Insurance
total $999,001 · program services $988,511 · management and general $10,490
-
24a · Other expenses: DIETARY
total $1,937,246 · program services $1,937,246
-
24b · Other expenses: EMPLOYMENT EXPENSES
total $1,005,353 · program services $26,886 · management and general $978,467
-
24c · Other expenses: BAD DEBT EXPENSE
total $279,459 · program services $279,459
-
24d · Other expenses: PROVIDER ASSESSMENT
total $129,244 · program services $129,244
-
24e · All other expenses
total $427,450 · program services $210,158 · management and general $217,292
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $244,822 · end of year $232,632
-
2 · Savings and temporary cash investments
beginning of year $2,677,025 · end of year $3,661,910
-
4 · Accounts receivable
beginning of year $2,499,773 · end of year $2,826,221
-
8 · Inventories for sale or use
beginning of year $152,650 · end of year $178,326
-
9 · Prepaid expenses and deferred charges
beginning of year $532,456 · end of year $872,232
-
10a · Land, buildings and equipment: cost or other basis
$188,653,238
-
10b · Land, buildings and equipment: accumulated depreciation
$93,913,781
-
10c · Land, buildings and equipment, net
beginning of year $91,347,861 · end of year $94,739,457
-
11 · Investments: publicly traded securities
beginning of year $38,573,597 · end of year $42,548,484
-
12 · Investments: other securities
beginning of year $195,031 · end of year $195,031
-
15 · Other assets
beginning of year $125,298 · end of year $751
-
17 · Accounts payable and accrued expenses
beginning of year $4,058,987 · end of year $5,666,060
-
19 · Deferred revenue
beginning of year $48,716,797 · end of year $51,947,945
-
20 · Tax-exempt bond liabilities
beginning of year $63,587,312 · end of year $61,613,568
-
21 · Escrow or custodial account liability
beginning of year $2,205 · end of year $2,508
-
25 · Other liabilities
beginning of year $12,608,663 · end of year $12,874,111
-
27 · Net assets without donor restrictions
beginning of year $7,374,549 · end of year $13,150,852
Mission and programs · 2023
Mission
TO ENHANCE THE LIFE OF SENIORS THROUGH OFFERING HIGH QUALITY CARE, PROGRAMS AND AMENITIES IN ALL LEVELS OF CARE ON THEIR CAMPUS.
Activities or mission (Part I)
TO STRENGTHEN THE LIVES OF OLDER ADULTS WITHIN A FAITH-BASED COMMUNITY.
-
LAKEVIEW VILLAGE, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY WHICH HAS 533 INDEPENDENT LIVING UNITS, 120 BED LONG TERM CARE SNF HEALTH CENTER, 38 BED SHORT TERM REHAB SNF, AND 26 BED ASSISTED LIVING. ASIDE FROM THE LIVING AND CARE FACILITIES, THE CCRC PROVIDES ACTIVITIES TO ASSIST IN MAINTAINING THE RESIDENTS' SPIRTUAL AND MENTAL WELL-BEING. LAKEVIEW'S 120-BED HEALTH CENTER AND 38-BED SHORT-TERM REHAB SNF ARE MEDICARE AND MEDICAID CERTIFIED AND TAKE ADMISSIONS FROM BOTH INSIDE AND OUTSIDE OF THE LAKEVIEW COMMUNITY.THE ORGANIZATION PROVIDES CARE AND SERVICES TO RESIDENTS WHO CAN NO LONGER AFFORD THE FULL COST OF THEIR CARE THROUGH NO FAULT OF THEIR OWN. THIS MAY BE DUE TO LOSS OF A SPOUSE'S PENSION, EXTRAORDINARY MEDICAL COSTS, OR OTHER CIRCUMSTANCES. WHEN ASSISTANCE IS REQUESTED, A CONFIDENTIAL REVIEW OF THE RESIDENT'S ASSETS AND INCOME ARE COMPARED TO THEIR MONTHLY EXPENSES (INCLUDING LAKEVIEW FEES AND PERSONAL EXPENSES) AND THE AMOUNT OF ASSISTANCE IS DETERMINED BY MANAGEMENT. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY FOR FINANCIAL ASSISTANCE, THEY ARE NOT REPORTED AS REVENUE.
Expenses $46,896,434 · Revenue $52,271,283
-
THE CHARITY CARE LAKEVIEW PROVIDES ENABLES RESIDENTS TO REMAIN ON CAMPUS AND RECEIVE SERVICES THAT WOULD OTHERWISE BE PROVIDED BY THE GREATER COMMUNITY. IN THIS WAY, LAKEVIEW PARTNERS WITH THE COMMUNITY TO ASSURE RESIDENTS' NEEDS ARE MET WITHOUT BURDENING THE WIDER COMMUNITY WITH ADDITIONAL COSTS FOR THOSE SERVICES. ADDITIONALLY, RESIDENTS AND EMPLOYEES PROVIDE COMMUNITY BENEFIT THROUGH VOLUNTEERISM AND SUPPORT OF NUMEROUS COMMUNITY ACTIVITIES. THE ORGANIZATION HAS ESTIMATED ITS DIRECT AND INDIRECT COSTS OF PROVIDING CHARITY CARE UNDER ITS FINANCIAL ASSISTANCE POLICY. IN ORDER TO ESTIMATE THE COST OF PROVIDING SUCH CARE, MANAGEMENT HAS USED ACTUAL COSTS AND OPERATIONAL PROJECTIONS. USING THIS METHODOLOGY, THE ORGANIZATION HAS ESTIMATED THE COSTS FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY AGGREGATED APPROXIMATELY $224,000 AND $251,000 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY.
Revenue -$224,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert I Clausen JrROBERT I CLAUSEN JR
PRESIDENT/CEO
- Total calculated
- $316,913
- From this org
- $281,373
- From related orgs
- $0
- Other
- $35,540
- Hours/week
- 55 + 5 related
Schedule J breakdown matched by us
- Base
- $266,373
- Bonus
- $15,000
- Other
- $0
- Deferred
- $33,292
- Nontaxable benefits
- $2,248
- Filer's total
- $316,913
-
Jana Bee TriplettJANA BEE TRIPLETT
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jay KimbroughJAY KIMBROUGH
VICE CHAIR/SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dale WarmanDALE WARMAN
DIRECTOR
- Total calculated
- $650
- From this org
- $650
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Amy KarlinAMY KARLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dave ShullDAVE SHULL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jill BiesmaJILL BIESMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob WestBOB WEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amanda StukeAMANDA STUKE
DIRECTOR
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Lewis Lowery IIILEWIS LOWERY III
DIRECTOR (TERM ENDED JAN 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Pam HermonPAM HERMON
COO
- Total calculated
- $229,124
- From this org
- $204,083
- From related orgs
- $0
- Other
- $25,041
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $189,083
- Bonus
- $15,000
- Other
- $0
- Deferred
- $22,755
- Nontaxable benefits
- $2,286
- Filer's total
- $229,124
-
Heath LeuckHEATH LEUCK
CFO
- Total calculated
- $200,126
- From this org
- $191,126
- From related orgs
- $0
- Other
- $9,000
- Hours/week
- 55 + 5 related
Schedule J breakdown matched by us
- Base
- $183,626
- Bonus
- $7,500
- Other
- $0
- Deferred
- $7,471
- Nontaxable benefits
- $1,529
- Filer's total
- $200,126
-
Mechelle MoffitMECHELLE MOFFIT
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $152,264
- From this org
- $143,997
- From related orgs
- $0
- Other
- $8,267
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $138,997
- Bonus
- $5,000
- Other
- $0
- Deferred
- $5,994
- Nontaxable benefits
- $2,273
- Filer's total
- $152,264
-
Joyce LeleiJOYCE LELEI
REGISTERED NURSE
- Total calculated
- $267,357
- From this org
- $244,426
- From related orgs
- $0
- Other
- $22,931
- Hours/week
- 68
Schedule J breakdown matched by us
- Base
- $244,426
- Bonus
- $0
- Other
- $0
- Deferred
- $10,175
- Nontaxable benefits
- $12,756
- Filer's total
- $267,357
-
Godfrey NdemakiGODFREY NDEMAKI
REGISTERED NURSE
- Total calculated
- $313,546
- From this org
- $291,726
- From related orgs
- $0
- Other
- $21,820
- Hours/week
- 71
Schedule J breakdown matched by us
- Base
- $291,726
- Bonus
- $0
- Other
- $0
- Deferred
- $9,415
- Nontaxable benefits
- $12,405
- Filer's total
- $313,546
-
Lynn TenbrinkLYNN TENBRINK
DIRECTOR OF MARKETING & SALES
- Total calculated
- $179,486
- From this org
- $172,327
- From related orgs
- $0
- Other
- $7,159
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,179
- Bonus
- $15,148
- Other
- $0
- Deferred
- $6,760
- Nontaxable benefits
- $399
- Filer's total
- $179,486
-
Richard TurleyRICHARD TURLEY
HCDOHS
- Total calculated
- $155,848
- From this org
- $133,277
- From related orgs
- $0
- Other
- $22,571
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,277
- Bonus
- $5,000
- Other
- $0
- Deferred
- $5,149
- Nontaxable benefits
- $17,422
- Filer's total
- $155,848
-
Edith MwangiEDITH MWANGI
CERTIFIED NURSING MED AIDE
- Total calculated
- $151,663
- From this org
- $141,334
- From related orgs
- $0
- Other
- $10,329
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,034
- Bonus
- $300
- Other
- $0
- Deferred
- $5,675
- Nontaxable benefits
- $4,654
- Filer's total
- $151,663
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, and on a Form 990-PF Part VIII's — 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
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
- 6b · Pay contingent on a related 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 4B
- ROBERT I CLAUSEN, JR - 457 CONTRIBUTION PAYMENT OF $22,500 MADE IN 2023 WHICH WAS ACCRUED FOR IN 2022 AND DISCLOSED ON THE PRIOR YEAR RETURN. ROBERT I CLAUSEN, JR - 457 CONTRIBUTION ACCRUAL OF $22,500 FUNDS NOT TRANSFERRED AS OF 12-31-23. PAMELA HERMON - 457 CONTRIBUTION PAYMENT OF $15,000 MADE IN 2023 WHICH WAS ACCRUED FOR IN 2022 AND DISCLOSED ON THE PRIOR YEAR RETURN. PAMELA HERMON - 457 CONTRIBUTION ACCRUAL OF $15,000. FUNDS NOT TRANSFERRED AS OF 12-31-23. HEATH LEUCK - 457 CONTRIBUTION PAYMENT OF $10,000 MADE IN 2023 WHICH WAS ACCRUED FOR IN 2022 AND DISCLOSED ON THE PRIOR YEAR RETURN. HEATH LEUCK - 457 CONTRIBUTION ACCRUAL OF $10,000. FUNDS NOT TRANSFERRED AS OF 12-31-23. MECHELLE MOFFIT - 457 CONTRIBUTION PAYMENT OF $10,000 MADE IN 2023 WHICH WAS ACCRUED FOR IN 2022 AND DISCLOSED ON THE PRIOR YEAR RETURN MECHELLE MOFFIT - 457 CONTRIBUTION ACCRUAL OF $10,000. FUNDS NOT TRANSFERRED AS OF 12-31-23.
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
No itemized grants to organizations 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.
-
LAKEVIEW VILLAGE FOUNDATION INC
501(C)(3) · SUPPORT OF THE ACTIVITIES OF LAKEVIEW VILLAGE · KS · controlled entity
Directly controlled by LAKEVIEW VILLAGE INC
-
501(C)(3) · OPERATION OF HUD APARTMENTS · KS · controlled entity
Directly controlled by LAKEVIEW VILLAGE INC
-
501(C)(3) · OPERATION OF HUD APARTMENTS · KS · controlled entity
Directly controlled by LAKEVIEW VILLAGE INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349309473
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