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Nonprofiteer
← LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC

Form 990 for tax year 2023

Filed by LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC.

Totals

Total revenue
$186,536,777
Total expenses
$173,750,266
Contributions and grants received
$2,513,693
Grants paid
$213,720
Program service revenue
$182,803,212
Investment income
$1,294,327
Other revenue
-$74,455
Total assets, end of year
$132,668,016
Total liabilities, end of year
$21,740,563
Net assets or fund balances, end of year
$110,927,453
Program services expenses (Part IX)
$156,749,217
Management and general expenses
$17,001,049
Fundraising expenses
$0
Program service expenses (Part III)
$156,749,217

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MIKE ANDERSON

    DIRECTOR AND CHAIR

    Total calculated
    $0
    Hours/week
    0.58

  • ELIZABETH BRADSHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • JASON HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • SHARON TOLVA

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    0.58

  • SUE HEDLUND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • JOHN UPPGREN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • BRETT C HAAKE MD

    DIRECTOR

    Total calculated
    $843,622
    From this org
    $0
    From related orgs
    $730,568
    Other
    $113,054
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $541,746 related
    Bonus
    $0 + $164,908 related
    Other
    $0 + $23,914 related
    Deferred
    $0 + $66,326 related
    Nontaxable benefits
    $0 + $46,728 related
    Filer's total
    $0 + $843,622 related

  • BRIAN L CRESS MD

    DIRECTOR

    Total calculated
    $388,558
    From this org
    $0
    From related orgs
    $347,743
    Other
    $40,815
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,279 related
    Bonus
    $0
    Other
    $0 + $90,464 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $40,815 related
    Filer's total
    $0 + $388,558 related

  • MATTHEW A RICHIE

    DIRECTOR & VP SMG

    Total calculated
    $450,666
    From this org
    $0
    From related orgs
    $403,091
    Other
    $47,575
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,093 related
    Bonus
    $0
    Other
    $0 + $93,998 related
    Deferred
    $0 + $15,870 related
    Nontaxable benefits
    $0 + $31,705 related
    Filer's total
    $0 + $450,666 related

  • BRANDI L LUNNEBORG

    DIRECTOR & PRESIDENT

    Total calculated
    $811,412
    From this org
    $0
    From related orgs
    $671,461
    Other
    $139,951
    Hours/week
    59.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,094 related
    Bonus
    $0 + $212,500 related
    Other
    $0 + $44,867 related
    Deferred
    $0 + $94,716 related
    Nontaxable benefits
    $0 + $45,235 related
    Filer's total
    $0 + $811,412 related

  • MICHAEL FUNK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • PAHOUA HOFFMAN

    DIRECTOR

    Total calculated
    $533,054
    From this org
    $0
    From related orgs
    $427,857
    Other
    $105,197
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,112 related
    Bonus
    $0 + $123,833 related
    Other
    $0 + $5,912 related
    Deferred
    $0 + $62,902 related
    Nontaxable benefits
    $0 + $42,295 related
    Filer's total
    $0 + $533,054 related

  • ANNIE JACOBSEN MD

    DIRECTOR

    Total calculated
    $639,157
    From this org
    $0
    From related orgs
    $569,641
    Other
    $69,516
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,503 related
    Bonus
    $0
    Other
    $0 + $191,138 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $44,766 related
    Filer's total
    $0 + $639,157 related

  • ALITA R RISINGER

    DIRECTOR

    Total calculated
    $686,286
    From this org
    $0
    From related orgs
    $574,234
    Other
    $112,052
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,971 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $81,263 related
    Deferred
    $0 + $72,026 related
    Nontaxable benefits
    $0 + $40,026 related
    Filer's total
    $0 + $686,286 related

  • KHU THAO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • KEVIN J BJORK MD

    DIRECTOR (JAN-AUG)

    Total calculated
    $317,129
    From this org
    $0
    From related orgs
    $274,610
    Other
    $42,519
    Hours/week
    0.5 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,805 related
    Bonus
    $0
    Other
    $0 + $135,805 related
    Deferred
    $0 + $20,689 related
    Nontaxable benefits
    $0 + $21,830 related
    Filer's total
    $0 + $317,129 related

  • PHAEDRA COFIELD

    DIRECTOR (JAN-NOV)

    Total calculated
    $0
    Hours/week
    0.58

  • PATRICK T COURNEYA MD

    DIRECTOR (JAN-APR)

    Total calculated
    $571,235
    From this org
    $0
    From related orgs
    $494,297
    Other
    $76,938
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,858 related
    Bonus
    $0 + $236,391 related
    Other
    $0 + $37,048 related
    Deferred
    $0 + $39,914 related
    Nontaxable benefits
    $0 + $37,024 related
    Filer's total
    $0 + $571,235 related

  • STEVEN C HOUSH

    DIRECTOR (JAN-APR)

    Total calculated
    $363,920
    From this org
    $0
    From related orgs
    $317,969
    Other
    $45,951
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,879 related
    Bonus
    $0 + $111,847 related
    Other
    $0 + $10,243 related
    Deferred
    $0 + $17,247 related
    Nontaxable benefits
    $0 + $28,704 related
    Filer's total
    $0 + $363,920 related

  • NICHOLAS MEYER MD

    DIRECTOR (JAN-OCT)

    Total calculated
    $0
    Hours/week
    0.58

  • BRENDA HALL

    VP ANCILLARY SERVICES

    Total calculated
    $182,354
    From this org
    $161,900
    From related orgs
    $0
    Other
    $20,454
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,690
    Bonus
    $0
    Other
    $210
    Deferred
    $0
    Nontaxable benefits
    $20,454
    Filer's total
    $182,354

  • DOUGLAS E JOHNSON

    CFO, LHS

    Total calculated
    $647,904
    From this org
    $603,783
    From related orgs
    $0
    Other
    $44,121
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $386,739
    Bonus
    $106,273
    Other
    $110,771
    Deferred
    $6,600
    Nontaxable benefits
    $37,521
    Filer's total
    $647,904

  • THOMAS S ANDERSON MD

    VPMA

    Total calculated
    $547,674
    From this org
    $0
    From related orgs
    $479,739
    Other
    $67,935
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,108 related
    Bonus
    $0 + $22,500 related
    Other
    $0 + $78,131 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $43,185 related
    Filer's total
    $0 + $547,674 related

  • NANCY L EVERT

    SECRETARY & GEN. COUNSEL

    Total calculated
    $1,049,946
    From this org
    $0
    From related orgs
    $811,272
    Other
    $238,674
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,395 related
    Bonus
    $0 + $251,362 related
    Other
    $0 + $56,515 related
    Deferred
    $0 + $206,367 related
    Nontaxable benefits
    $0 + $32,307 related
    Filer's total
    $0 + $1,049,946 related

  • EMILIENNE ANDERSON

    VP NURSING SERVICES & CNO

    Total calculated
    $279,531
    From this org
    $253,764
    From related orgs
    $0
    Other
    $25,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,688
    Bonus
    $41,600
    Other
    $42,476
    Deferred
    $11,115
    Nontaxable benefits
    $14,652
    Filer's total
    $279,531

  • CYNTHIA A APPLESETH

    DIRECTOR OF PHARMACY

    Total calculated
    $252,670
    From this org
    $225,074
    From related orgs
    $0
    Other
    $27,596
    Hours/week
    44

    Schedule J breakdown matched by us

    Base
    $166,668
    Bonus
    $29,203
    Other
    $29,203
    Deferred
    $4,591
    Nontaxable benefits
    $23,005
    Filer's total
    $252,670

  • JASON D TAUZELL

    NURSE ANESTHETIST

    Total calculated
    $281,139
    From this org
    $233,414
    From related orgs
    $0
    Other
    $47,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,746
    Bonus
    $0
    Other
    $23,668
    Deferred
    $11,959
    Nontaxable benefits
    $35,766
    Filer's total
    $281,139

  • CATHY J MANLEY

    NURSE ANESTHETIST

    Total calculated
    $262,226
    From this org
    $226,778
    From related orgs
    $0
    Other
    $35,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,082
    Bonus
    $0
    Other
    $21,696
    Deferred
    $12,418
    Nontaxable benefits
    $23,030
    Filer's total
    $262,226

  • MICHAEL D WEIS

    MANAGER NURSE ANESTHETIST

    Total calculated
    $342,635
    From this org
    $291,971
    From related orgs
    $0
    Other
    $50,664
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $191,894
    Bonus
    $34,367
    Other
    $65,710
    Deferred
    $14,049
    Nontaxable benefits
    $36,615
    Filer's total
    $342,635

  • JUSTIN R CUSICK

    NURSE ANESTHETIST

    Total calculated
    $326,395
    From this org
    $277,688
    From related orgs
    $0
    Other
    $48,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,147
    Bonus
    $0
    Other
    $68,541
    Deferred
    $12,581
    Nontaxable benefits
    $36,126
    Filer's total
    $326,395

  • ANDREW E DORWART MD

    FORMER SMG PRESIDENT

    Total calculated
    $343,706
    From this org
    $0
    From related orgs
    $282,322
    Other
    $61,384
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $205,223 related
    Bonus
    $0
    Other
    $0 + $77,099 related
    Deferred
    $0 + $21,900 related
    Nontaxable benefits
    $0 + $39,484 related
    Filer's total
    $0 + $343,706 related

  • THEODORE WEGLEITNER

    FORMER PRESIDENT

    Total calculated
    $283,494
    From this org
    $0
    From related orgs
    $269,652
    Other
    $13,842
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $269,652 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,842 related
    Filer's total
    $0 + $283,494 related

  • NATHAN S PULSCHER

    FORMER VP ANCILLARY SERVICES

    Total calculated
    $379,987
    From this org
    $0
    From related orgs
    $313,799
    Other
    $66,188
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,957 related
    Bonus
    $0 + $45,121 related
    Other
    $0 + $6,721 related
    Deferred
    $0 + $28,036 related
    Nontaxable benefits
    $0 + $38,152 related
    Filer's total
    $0 + $379,987 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, 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

  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE HOSPITAL PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY GROUP HEALTH PLAN, INC. (GHI), OR STILLWATER MEDICAL GROUP (SMG) WHICH ARE RELATED ORGANIZATIONS OR BY LAKEVIEW HOSPITAL. GHI, SMG AND THE HOSPITAL HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF THE HOSPITAL'S PRESIDENT AND OTHER OFFICERS.
PART I, LINE 4B
DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 54,148 BRANDI L. LUNNEBORG $23,255 ALITA R. RISINGER $34,771 PAHOUA HOFFMAN $30,366
PART I, LINE 6
THE HOSPITAL'S OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE EMPLOYED BY GROUP HEALTH PLAN, INC. (GHI) OR SMG, RELATED ORGANIZATIONS OR BY THE HOSPITAL. COMPENSATION REPORTED IN FORM 990, PART VIII INCLUDES ANY COMPENSATION DERIVED FROM GHI'S, SMG'S OR BY THE HOSPITAL'S LEADER 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 PROGRAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADER INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, AND OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF SYSTEM 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, HEALTH PLAN AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY 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.
990, SCHEDULE J, PART II, COLUMN F: PRIOR REPORTED COMPENSATION
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 $ 36,575 BRANDI L. LUNNEBORG $ 2,556 THEODORE WEGLEITNER $ 269,652 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403189349311650

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