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Nonprofiteer
← LAKELAND CARE INCORPORATED

Form 990 for tax year 2024

Filed by LAKELAND CARE INCORPORATED.

Totals

Total revenue
$407,799,141
Total expenses
$414,920,869
Contributions and grants received
$364,076,685
Grants paid
$0
Program service revenue
$41,949,193
Investment income
$1,770,797
Other revenue
$2,466
Total assets, end of year
$76,363,186
Total liabilities, end of year
$44,421,981
Net assets or fund balances, end of year
$31,941,205
Program services expenses (Part IX)
$399,041,188
Management and general expenses
$15,879,681
Fundraising expenses
$0
Program service expenses (Part III)
$399,041,188

Program services were 96.2% 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.

  • 1e · Government grants (contributions)

    $364,076,685

  • 2a · Program service revenue: ROOM AND BOARD

    total $28,641,391 · related or exempt $28,641,391

  • 2b · Program service revenue: COST SHARE

    total $9,110,861 · related or exempt $9,110,861

  • 2c · Program service revenue: RETRO RATE ADJUSTMENTS

    total $1,801,978 · related or exempt $1,801,978

  • 2d · Program service revenue: CONTRACT REVENUE

    total $1,358,880 · related or exempt $1,358,880

  • 2e · Program service revenue: COST SETTLEMENT

    total $713,817 · related or exempt $713,817

  • 2f · All other program service revenue

    total $322,266 · related or exempt $322,266

  • 3 · Investment income

    total $1,449,987 · excluded $1,449,987

  • 7a · Gross sales of assets other than inventory

    securities $17,820,000

  • 7b · Less cost or other basis and sales expenses

    securities $17,499,190

  • 7c · Gain or loss

    securities $320,810

  • 7d · Net gain or loss

    total $320,810 · excluded $320,810

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $2,466 · excluded $2,466

  • 11e · Other revenue, total

    $2,466

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $972,179 · program services $145,827 · management and general $826,352

  • 7 · Other salaries and wages

    total $33,507,529 · program services $25,762,869 · management and general $7,744,660

  • 8 · Pension plan contributions

    total $1,803,648 · program services $1,508,935 · management and general $294,713

  • 9 · Other employee benefits

    total $9,623,315 · program services $7,951,878 · management and general $1,671,437

  • 10 · Payroll taxes

    total $2,380,520 · program services $1,951,061 · management and general $429,459

  • 11b · Fees: legal

    total $147,080 · management and general $147,080

  • 11c · Fees: accounting

    total $433,791 · management and general $433,791

  • 11f · Fees: investment management

    total $30,834 · management and general $30,834

  • 11g · Fees: other

    total $3,616,414 · program services $2,849,836 · management and general $766,578

  • 12 · Advertising and promotion

    total $77,228 · program services $77,228

  • 13 · Office expenses

    total $235,990 · management and general $235,990

  • 14 · Information technology

    total $1,232,700 · program services $61,863 · management and general $1,170,837

  • 17 · Travel

    total $1,498,380 · program services $1,300,273 · management and general $198,107

  • 19 · Conferences, conventions and meetings

    total $65,390 · program services $65,390

  • 22 · Depreciation, depletion and amortization

    total $943,870 · program services $716,659 · management and general $227,211

  • 23 · Insurance

    total $276,169 · management and general $276,169

  • 24a · Other expenses: PROVIDER CARE FAMILY SE

    total $355,934,855 · program services $355,340,775 · management and general $594,080

  • 24b · Other expenses: FURNISHINGS

    total $1,537,310 · program services $932,707 · management and general $604,603

  • 24c · Other expenses: SUPPLIES EXPENSE

    total $208,132 · program services $55,969 · management and general $152,163

  • 24d · Other expenses: ORGANIZATIONAL DUES

    total $75,617 · management and general $75,617

  • 24e · All other expenses

    total $319,918 · program services $319,918

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,271,325 · end of year $29,077,204

  • 2 · Savings and temporary cash investments

    beginning of year $29,835,290 · end of year $28,357,011

  • 4 · Accounts receivable

    beginning of year $9,741,683 · end of year $9,681,470

  • 9 · Prepaid expenses and deferred charges

    beginning of year $769,999 · end of year $2,231,063

  • 10a · Land, buildings and equipment: cost or other basis

    $8,669,426

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,553,830

  • 10c · Land, buildings and equipment, net

    beginning of year $2,078,520 · end of year $2,115,596

  • 11 · Investments: publicly traded securities

    beginning of year $7,088,301 · end of year $4,188,420

  • 13 · Investments: program-related

    beginning of year $100,000 · end of year $100,000

  • 15 · Other assets

    beginning of year $1,331,925 · end of year $612,422

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,376,859 · end of year $44,140,127

  • 25 · Other liabilities

    beginning of year $874,573 · end of year $281,854

  • 27 · Net assets without donor restrictions

    beginning of year $32,554,870 · end of year $23,437,512

  • 28 · Net assets with donor restrictions

    beginning of year $6,410,741 · end of year $8,503,693

Mission and programs · 2024

Mission

EMPOWERING INDIVIDUALS. STRENGTHENING COMMUNITIES. INSPIRING FUTURES.

Activities or mission (Part I)

EMPOWERING INDIVIDUALS. STRENGTHENING COMMUNITIES. INSPIRING FUTURES. LAKELAND CARE PROVIDES CARE MANAGEMENT TO ITS MEMBERS THROUGH A CONTRACT WITH THE WISCONSIN DEPARTMENT OF HEALTH SERVICES. LAKELAND CARE IS A MANAGED CARE ORGANIZATION.

  • LAKELAND CARE, INC. IS A LOCAL, MISSION DRIVEN NON-PROFIT ORGANIZATION THAT PROVIDES THE FAMILY CARE BENEFIT TO ELIGIBLE WISCONSINITES IN 22 COUNTIES ACROSS NORTHEAST AND NORTH CENTRAL WISCONSIN. THE FAMILY CARE PROGRAM SUPPORTS INDIVIDUALS WITH DIFFERENT ABILITIES AND ELDERLY INDIVIDUALS THAT REQUIRE A LEVEL OF SUPPORT TO REMAIN LIVING INDEPENDENTLY IN THEIR COMMUNITY. LAKELAND CARE SUPPORTS MORE THAN 7,199 MEMBERS, CONTRACTS WITH OVER 1,000 PROVIDERS AND EMPLOYS OVER 550 PEOPLE. THE FAMILY CARE PROGRAM IS NOW AN ENTITLEMENT PROGRAM OFFERED THROUGH THE WISCONSIN DEPARTMENT OF HEALTH SERVICES AND IS A 1915(C) WAIVER THAT ALLOWS STATES TO USE NURSING HOME FUNDING TO SUPPORT INDIVIDUALS IN THEIR COMMUNITY. LAKELAND CARE, INC. PROVIDES THE SERVICE OF CARE MANAGEMENT TO ENROLLED MEMBERS OF THE PROGRAM. CARE MANAGEMENT INCLUDES COORDINATION OF CARE, FINDING SERVICES AND PROVIDERS TO ASSIST IN MEETING INDIVIDUAL NEEDS AS WELL AS COORDINATING NATURAL SUPPORTS FOR AN INDIVIDUAL. LAKELAND CARE, INC. USES APPROXIMATELY $0.98 OF EVERY $1.00 ON MEMBER SERVICES, $0.04 OF EVERY $1.00 ON ADMINISTRATIVE SERVICES.

    Expenses $399,041,188 · Revenue $41,949,193

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bob Ziegelbauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Kons

    DIRECTOR

    Total calculated
    $350
    From this org
    $350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Todd Moely

    PAST VICE PRESIDENT (THUR OCT)

    Total calculated
    $400
    From this org
    $400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Julie Spanbauer

    DIRECTOR

    Total calculated
    $450
    From this org
    $450
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Barb Larson-Herber

    VICE PRESIDENT

    Total calculated
    $500
    From this org
    $500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mike Konechny

    PRESIDENT

    Total calculated
    $550
    From this org
    $550
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Stuart Kuzik

    TREASURER

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jen Harrison

    CHIEF PROGRAM OFFICER

    Total calculated
    $227,772
    From this org
    $198,431
    From related orgs
    $0
    Other
    $29,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,431
    Bonus
    $0
    Other
    $0
    Deferred
    $18,470
    Nontaxable benefits
    $10,871
    Filer's total
    $227,772

  • Suzanne Sinjakovic

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $233,380
    From this org
    $192,522
    From related orgs
    $0
    Other
    $40,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,522
    Bonus
    $0
    Other
    $0
    Deferred
    $12,292
    Nontaxable benefits
    $28,566
    Filer's total
    $233,380

  • Daniel Bizub

    CHIEF FINANCIAL OFFICER

    Total calculated
    $231,248
    From this org
    $197,682
    From related orgs
    $0
    Other
    $33,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,682
    Bonus
    $0
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $28,566
    Filer's total
    $231,248

  • Sara Muhlbauer

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $276,929
    From this org
    $238,313
    From related orgs
    $0
    Other
    $38,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,313
    Bonus
    $0
    Other
    $0
    Deferred
    $10,050
    Nontaxable benefits
    $28,566
    Filer's total
    $276,929

  • Misty Pickett

    MISSION IMPACT & COMMUNITY ENGAGEMENT DIRECTOR

    Total calculated
    $154,456
    From this org
    $126,929
    From related orgs
    $0
    Other
    $27,527
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,753
    Bonus
    $0
    Other
    $5,176
    Deferred
    $0
    Nontaxable benefits
    $27,527
    Filer's total
    $154,456

  • Casey Penrod

    IT DIRECTOR

    Total calculated
    $158,045
    From this org
    $129,479
    From related orgs
    $0
    Other
    $28,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,303
    Bonus
    $0
    Other
    $5,176
    Deferred
    $0
    Nontaxable benefits
    $28,566
    Filer's total
    $158,045

  • Katie Calmes

    FORMER QUALITY DIRECTOR

    Total calculated
    $131,374
    From this org
    $131,374
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Deanne Wecker

    COMPLIANCE & ORG. RISK DIRECTOR

    Total calculated
    $149,346
    From this org
    $139,158
    From related orgs
    $0
    Other
    $10,188
    Hours/week
    40

  • Nathan Luedke

    BUSINESS INTELLIGENCE DIRECTOR

    Total calculated
    $155,411
    From this org
    $126,855
    From related orgs
    $0
    Other
    $28,556
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,699
    Bonus
    $0
    Other
    $5,156
    Deferred
    $0
    Nontaxable benefits
    $28,556
    Filer's total
    $155,411

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

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.

  • LAKELAND CARE PLUS INC

    C · BUSINESS AND TECHNOLOGY CONSULTING · WI · 100% owned · share of income $1,784,570 · share of assets $460,201 · controlled entity

    Directly controlled by LAKELAND CARE INCORPORATED

Provenance

Return type
form_990
Tax year
2024
Filed
16 November 2025
IRS schema version
2024v5.2
Source object
202503219349314945

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