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Nonprofiteer
← LAKEVIEW HEALTH

Form 990 for tax year 2022

Filed by LAKEVIEW HEALTH.

Totals

Total revenue
$2,543,305
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$2,543,305
Other revenue
$0
Total assets, end of year
$125,980,141
Total liabilities, end of year
$9,561
Net assets or fund balances, end of year
$125,970,580
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 3 · Investment income

    total $2,543,305 · excluded $2,543,305

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,398,084 · end of year $2,395,118

  • 4 · Accounts receivable

    beginning of year $33,083 · end of year $59,874

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,620 · end of year $20,873

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $127,959,464 · end of year $123,504,276

  • 17 · Accounts payable and accrued expenses

    end of year $9,561

  • 27 · Net assets without donor restrictions

    beginning of year $130,409,251 · end of year $125,970,580

Mission and programs · 2022

Mission

TO SUPPORT ITS SUPPORTED ORGANIZATIONS, LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION AND STILLWATER MEDICAL GROUP, IN THEIR DELIVERY OF INTEGRATED PRIMARY AND HOSPITAL CARE TO MEET THE HEALTHCARE NEEDS OF THE SERVICE AREA POPULATION.

Activities or mission (Part I)

TO MEET THE HEALTHCARE NEEDS OF THE SERVICE AREA POPULATION.

  • SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mike Anderson

    VICE CHAIR & DIRECTOR

    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

    TREASURER & DIRECTOR

    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

  • Nicholas Meyer MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Denise Pontrelli Jan-Dec

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Julie Schmidt

    CHAIR & DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Kevin J Bjork MD

    DIRECTOR

    Total calculated
    $367,434
    From this org
    $0
    From related orgs
    $321,958
    Other
    $45,476
    Hours/week
    0.5 + 19.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,925 related
    Bonus
    $0
    Other
    $0 + $105,033 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $22,601 related
    Filer's total
    $0 + $367,434 related

  • Brett C Haake MD

    DIRECTOR

    Total calculated
    $713,615
    From this org
    $0
    From related orgs
    $610,105
    Other
    $103,510
    Hours/week
    0.5 + 56.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,752 related
    Bonus
    $0 + $143,189 related
    Other
    $0 + $7,164 related
    Deferred
    $0 + $60,762 related
    Nontaxable benefits
    $0 + $42,748 related
    Filer's total
    $0 + $713,615 related

  • Brian L Cress MD

    DIRECTOR

    Total calculated
    $432,092
    From this org
    $0
    From related orgs
    $371,054
    Other
    $61,038
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,844 related
    Bonus
    $0 + $8,000 related
    Other
    $0 + $147,210 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $38,163 related
    Filer's total
    $0 + $432,092 related

  • Theodore T Wegleitner

    FORMER DIRECTOR & PRESIDENT

    Total calculated
    $92,752
    From this org
    $0
    From related orgs
    $82,336
    Other
    $10,416
    Hours/week
    1 + 52 related

  • Matthew A Richie

    DIRECTOR & VP ADMINISTRATO

    Total calculated
    $425,672
    From this org
    $0
    From related orgs
    $379,550
    Other
    $46,122
    Hours/week
    0.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,822 related
    Bonus
    $0
    Other
    $0 + $82,728 related
    Deferred
    $0 + $15,722 related
    Nontaxable benefits
    $0 + $30,400 related
    Filer's total
    $0 + $425,672 related

  • Brandi L Lunneborg

    DIRECTOR & PRESIDENT

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

  • Patrick T Courneya

    DIRECTOR

    Total calculated
    $785,785
    From this org
    $0
    From related orgs
    $637,051
    Other
    $148,734
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,100 related
    Bonus
    $0 + $164,205 related
    Other
    $0 + $18,746 related
    Deferred
    $0 + $106,714 related
    Nontaxable benefits
    $0 + $42,020 related
    Filer's total
    $0 + $785,785 related

  • Phaedra Cofield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Steven C Housh

    DIRECTOR

    Total calculated
    $480,201
    From this org
    $0
    From related orgs
    $417,571
    Other
    $62,630
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,752 related
    Bonus
    $0 + $96,154 related
    Other
    $0 + $10,665 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $39,755 related
    Filer's total
    $0 + $480,201 related

  • Douglas E Johnson

    CFO

    Total calculated
    $620,393
    From this org
    $0
    From related orgs
    $501,465
    Other
    $118,928
    Hours/week
    51 + 4 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

  • Nathan S Pulscher

    VP ANCILLARY SERVICES

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

  • Thomas S Anderson

    VP MEDICAL AFFAIRS

    Total calculated
    $549,784
    From this org
    $0
    From related orgs
    $486,746
    Other
    $63,038
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,937 related
    Bonus
    $0 + $17,903 related
    Other
    $0 + $132,906 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $40,163 related
    Filer's total
    $0 + $549,784 related

  • Nancy L Evert

    SEC. & GENERAL COUNCSEL

    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

  • Emilienne Anderson

    VP NURSING SERVICES & CNO

    Total calculated
    $215,140
    From this org
    $0
    From related orgs
    $198,199
    Other
    $16,941
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,197 related
    Bonus
    $0
    Other
    $0 + $2 related
    Deferred
    $0 + $4,000 related
    Nontaxable benefits
    $0 + $12,941 related
    Filer's total
    $0 + $215,140 related

  • Andrew E Dorwart MD

    FORMER SMG PRESIDENT

    Total calculated
    $329,476
    From this org
    $0
    From related orgs
    $271,300
    Other
    $58,176
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,115 related
    Bonus
    $0
    Other
    $0 + $40,185 related
    Deferred
    $0 + $21,137 related
    Nontaxable benefits
    $0 + $37,039 related
    Filer's total
    $0 + $329,476 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

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 3
LAKEVIEW HEALTH HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. LAKEVIEW HEALTH'S PRESIDENT AND ITS OFFICERS ARE PAID BY GROUP HEALTH PLAN, INC. (GHI), LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, PARK NICOLLET HEALTH SERVICES AND STILLWATER MEDICAL GROUP (SMG), RELATED ORGANIZATIONS. ANY COMPENSATION DISCLOSED IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
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 $ 47,347 PATRICK T. COURNEYA $44,511 BRANDI LUNNEBORG $31,500
990, SCH J, PART II: 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 DIRECTORS AND OFFICERS: NANCY L. EVERT $ 37,844 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

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.

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.

  • HEALTHPARTNERS ADMINISTRATORS INC

    C · THIRD PARTY ADMINISTRATOR · MN

    Directly controlled by HEALTHPARTNERS INC

  • HEALTHPARTNERS ASSOCIATES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS SERVICES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS INSURANCE COMPANY

    C · MEDICAL AND DENTAL INSURANCE · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • DENTAL SPECIALTIES INC

    C · PROFESSIONAL DENTAL SERVICES · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349313623

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