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Nonprofiteer
← LAKEVIEW CHRISTIAN HOME OF THE SOUTHWEST INC

Form 990 for tax year 2023

Filed by LAKEVIEW CHRISTIAN HOME OF THE SOUTHWEST INC.

Totals

Total revenue
$15,319,020
Total expenses
$14,710,172
Contributions and grants received
$667,315
Grants paid
$0
Program service revenue
$12,949,469
Investment income
$297,607
Other revenue
$1,404,629
Total assets, end of year
$49,506,814
Total liabilities, end of year
$19,577,755
Net assets or fund balances, end of year
$29,929,059
Program services expenses (Part IX)
$12,230,035
Management and general expenses
$2,374,403
Fundraising expenses
$105,734
Program service expenses (Part III)
$12,230,035

Program services were 83.1% 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.

  • 1f · All other contributions, gifts and grants

    $667,315

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $12,949,469 · related or exempt $12,949,469

  • 3 · Investment income

    total $277,326 · excluded $277,326

  • 5 · Royalties

    total $119,384 · excluded $119,384

  • 6a · Gross rents

    real property $39,398

  • 6c · Rental income or loss

    real property $39,398

  • 6d · Net rental income or loss

    total $39,398 · excluded $39,398

  • 7a · Gross sales of assets other than inventory

    securities $103,600 · other assets $6,600

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

    securities $89,919

  • 7c · Gain or loss

    securities $13,681 · other assets $6,600

  • 7d · Net gain or loss

    total $20,281 · related or exempt $20,281

  • 11a · Other revenue: VILLAGE MAINTENANCE

    total $930,084 · related or exempt $930,084

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $221,057 · related or exempt $221,057

  • 11c · Other revenue: MEDICAL SUPPLIES & DRUGS

    total $60,408 · related or exempt $60,408

  • 11d · All other revenue

    total $34,298 · related or exempt $34,298

  • 11e · Other revenue, total

    $1,245,847

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $6,840,453 · program services $5,909,817 · management and general $901,617 · fundraising $29,019

  • 8 · Pension plan contributions

    total $157,610 · program services $128,896 · management and general $28,566 · fundraising $148

  • 9 · Other employee benefits

    total $447,091 · program services $379,003 · management and general $63,169 · fundraising $4,919

  • 10 · Payroll taxes

    total $533,441 · program services $462,409 · management and general $68,683 · fundraising $2,349

  • 11b · Fees: legal

    total $18,149 · management and general $18,149

  • 11c · Fees: accounting

    total $53,940 · management and general $53,173 · fundraising $767

  • 11e · Fees: professional fundraising services

    total $22,800 · fundraising $22,800

  • 11g · Fees: other

    total $1,157,008 · program services $1,071,595 · management and general $85,413

  • 12 · Advertising and promotion

    total $54,113 · management and general $49,268 · fundraising $4,845

  • 14 · Information technology

    total $134,325 · management and general $132,375 · fundraising $1,950

  • 16 · Occupancy

    total $832,915 · program services $832,915

  • 19 · Conferences, conventions and meetings

    total $13,271 · program services $1,200 · management and general $12,071

  • 20 · Interest

    total $95,667 · management and general $95,667

  • 22 · Depreciation, depletion and amortization

    total $1,457,228 · program services $1,447,742 · fundraising $9,486

  • 23 · Insurance

    total $1,011,848 · program services $351,261 · management and general $652,197 · fundraising $8,390

  • 24a · Other expenses: SUPPLIES

    total $944,921 · program services $873,114 · management and general $51,594 · fundraising $20,213

  • 24b · Other expenses: RAW FOOD COSTS

    total $381,195 · program services $381,195

  • 24c · Other expenses: DRUGS

    total $98,063 · program services $98,063

  • 24d · Other expenses: NURSING EXPENSE - MISC.

    total $65,262 · program services $65,262

  • 24e · All other expenses

    total $390,872 · program services $227,563 · management and general $162,461 · fundraising $848

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,179,172 · end of year $2,556,187

  • 2 · Savings and temporary cash investments

    beginning of year $8,147,832 · end of year $10,401,202

  • 4 · Accounts receivable

    beginning of year $2,597,575 · end of year $1,777,259

  • 7 · Other notes and loans receivable

    beginning of year $2,184,232 · end of year $2,876,511

  • 8 · Inventories for sale or use

    beginning of year $162,017 · end of year $160,202

  • 9 · Prepaid expenses and deferred charges

    beginning of year $296,325 · end of year $279,426

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

    $53,121,621

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

    $28,017,642

  • 10c · Land, buildings and equipment, net

    beginning of year $25,323,158 · end of year $25,103,979

  • 11 · Investments: publicly traded securities

    beginning of year $4,156,191 · end of year $4,817,246

  • 15 · Other assets

    beginning of year $1,265,456 · end of year $1,534,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,873,475 · end of year $1,965,307

  • 19 · Deferred revenue

    beginning of year $14,810,136 · end of year $15,181,206

  • 23 · Secured mortgages and notes payable

    beginning of year $1,941,779 · end of year $2,364,627

  • 25 · Other liabilities

    beginning of year $59,061 · end of year $66,615

  • 27 · Net assets without donor restrictions

    beginning of year $24,849,806 · end of year $26,073,972

  • 28 · Net assets with donor restrictions

    beginning of year $3,777,701 · end of year $3,855,087

Mission and programs · 2023

Mission

NURSING & RETIREMENT HOME; HOSPICE & HOME HEALTH PROVIDER

  • OPERATION OF A HOME FOR THE CARE AND TREATMENT OF THE AGED, SICK, AND DISEASED. DURING THE YEAR ENDED JULY 31, 2024, THE HOME SERVED 33,554 PATIENT DAYS. THIS INCLUDES 28,575 NURSING HOME PATIENT DAYS AND 4,979 ASSISTED LIVING DAYS.

    Expenses $10,722,632

  • PROVIDE CARE AND TREATMENT OF AGED, SICK, DISEASED, AND DISABLED PERSONS IN THE PATIENT'S HOME. HOME HEALTH HAD 5,470 VISITS FOR THE YEAR ENDED JULY 31, 2024. HOSPICE HAD 6,272 PATIENT DAYS FOR THE YEAR ENDED JULY 31, 2024.

    Expenses $1,507,403

  • ITEMS IN SUPPORT OF THE FIRST ACHIEVEMENT

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOANNA KNOX

    CEO

    Total calculated
    $179,867
    From this org
    $175,667
    From related orgs
    $0
    Other
    $4,200

    Schedule J breakdown matched by us

    Base
    $175,667
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,200
    Nontaxable benefits
    not reported
    Filer's total
    $179,867

  • PERRY CONNER

    DIRECTOR

    Total calculated
    $0

  • TIM DEINES

    DIRECTOR

    Total calculated
    $0

  • KEN MURPHY

    DIRECTOR

    Total calculated
    $0

  • JT ROSS

    VICE-PRESIDE

    Total calculated
    $0

  • DENISE SEVCIK

    SECRETARY

    Total calculated
    $0

  • ALAN WOOD

    PRESIDENT

    Total calculated
    $0

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 · 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.

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 CHRISTIAN FOUNDATION

    501C3 · FOUNDATION · NM

    Directly controlled by NA

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.

  • LCH T&C REINUSRANCE PROTECTED CELL

    C CORP · TK

Provenance

Return type
form_990
Tax year
2023
Filed
7 July 2025
IRS schema version
2023v6.0
Source object
202501889349301110

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