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Nonprofiteer
← LAKEVIEW HEALTH

Form 990 for tax year 2024

Filed by LAKEVIEW HEALTH.

Totals

Total revenue
$8,448,925
Total expenses
-$12,642
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$8,448,925
Other revenue
$0
Total assets, end of year
$153,160,100
Total liabilities, end of year
$935
Net assets or fund balances, end of year
$153,159,165
Program services expenses (Part IX)
-$14,165
Management and general expenses
$1,523
Fundraising expenses
$0
Program service expenses (Part III)
-$14,165

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 $8,448,925 · excluded $8,448,925

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total -$12,642 · program services -$14,165 · management and general $1,523

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,324,739 · end of year $2,361,181

  • 4 · Accounts receivable

    beginning of year $72,714 · end of year $104,267

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,513

  • 11 · Investments: publicly traded securities

    beginning of year $139,412,957 · end of year $150,694,652

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,080 · end of year $935

  • 27 · Net assets without donor restrictions

    beginning of year $141,837,843 · end of year $153,159,165

Mission and programs · 2024

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

    Expenses -$14,165

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

Listed in Part VII

  • Mike Anderson

    DIRECTOR AND CHAIR

    Total calculated
    $0
    Hours/week
    0.58

  • Sue Hedlund

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.58

  • Sharon Tolva

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    0.58

  • Elizabeth Bradshaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Brian L Cress MD

    DIRECTOR

    Total calculated
    $397,262
    From this org
    $0
    From related orgs
    $353,328
    Other
    $43,934
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,138 related
    Bonus
    $0
    Other
    $0 + $91,190 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $43,934 related
    Filer's total
    $0 + $397,262 related

  • Michael Funk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Brett C Haake MD

    DIRECTOR

    Total calculated
    $862,503
    From this org
    $0
    From related orgs
    $737,926
    Other
    $124,577
    Hours/week
    0.5 + 56.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,058 related
    Bonus
    $0 + $156,687 related
    Other
    $0 + $23,181 related
    Deferred
    $0 + $74,219 related
    Nontaxable benefits
    $0 + $50,358 related
    Filer's total
    $0 + $862,503 related

  • Pahoua Hoffman

    DIRECTOR

    Total calculated
    $564,992
    From this org
    $0
    From related orgs
    $452,315
    Other
    $112,677
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,998 related
    Bonus
    $0 + $141,191 related
    Other
    $0 + $12,126 related
    Deferred
    $0 + $66,643 related
    Nontaxable benefits
    $0 + $46,034 related
    Filer's total
    $0 + $564,992 related

  • Jason Howard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Annie Jacobsen MD

    DIRECTOR

    Total calculated
    $702,835
    From this org
    $0
    From related orgs
    $628,525
    Other
    $74,310
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,606 related
    Bonus
    $0
    Other
    $0 + $218,919 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $48,435 related
    Filer's total
    $0 + $702,835 related

  • John Uppgren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Khu Thao

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • Alita R Risinger

    DIRECTOR & CFO (JULY - DEC)

    Total calculated
    $880,339
    From this org
    $0
    From related orgs
    $725,287
    Other
    $155,052
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,006 related
    Bonus
    $0 + $238,898 related
    Other
    $0 + $3,383 related
    Deferred
    $0 + $105,485 related
    Nontaxable benefits
    $0 + $49,567 related
    Filer's total
    $0 + $880,339 related

  • Brandi L Lunneborg

    PRESIDENT

    Total calculated
    $852,516
    From this org
    $0
    From related orgs
    $708,122
    Other
    $144,394
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,163 related
    Bonus
    $0 + $201,906 related
    Other
    $0 + $53,053 related
    Deferred
    $0 + $95,322 related
    Nontaxable benefits
    $0 + $49,072 related
    Filer's total
    $0 + $852,516 related

  • Nancy L Evert

    SEC. & GENERAL COUNSEL

    Total calculated
    $1,078,463
    From this org
    $0
    From related orgs
    $830,206
    Other
    $248,257
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,742 related
    Bonus
    $0 + $238,830 related
    Other
    $0 + $61,634 related
    Deferred
    $0 + $213,042 related
    Nontaxable benefits
    $0 + $35,215 related
    Filer's total
    $0 + $1,078,463 related

  • Emilienne Anderson

    VP NURSING SERVICES & CNO

    Total calculated
    $287,957
    From this org
    $0
    From related orgs
    $258,660
    Other
    $29,297
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,389 related
    Bonus
    $0 + $39,527 related
    Other
    $0 + $1,744 related
    Deferred
    $0 + $13,961 related
    Nontaxable benefits
    $0 + $15,336 related
    Filer's total
    $0 + $287,957 related

  • Thomas S Anderson MD

    VPMA

    Total calculated
    $574,723
    From this org
    $0
    From related orgs
    $497,218
    Other
    $77,505
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,763 related
    Bonus
    $0 + $20,556 related
    Other
    $0 + $85,899 related
    Deferred
    $0 + $30,860 related
    Nontaxable benefits
    $0 + $46,645 related
    Filer's total
    $0 + $574,723 related

  • Brenda Hall

    VP ANCILLARY SERVICES

    Total calculated
    $258,122
    From this org
    $0
    From related orgs
    $233,433
    Other
    $24,689
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,480 related
    Bonus
    $0 + $32,373 related
    Other
    $0 + $580 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,689 related
    Filer's total
    $0 + $258,122 related

  • Matthew A Richie

    VP SMG (JAN- NOV)

    Total calculated
    $465,041
    From this org
    $0
    From related orgs
    $409,545
    Other
    $55,496
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,947 related
    Bonus
    $0 + $87,183 related
    Other
    $0 + $1,415 related
    Deferred
    $0 + $21,391 related
    Nontaxable benefits
    $0 + $34,105 related
    Filer's total
    $0 + $465,041 related

  • Douglas E Johnson

    CFO (JAN - JUNE)

    Total calculated
    $540,868
    From this org
    $0
    From related orgs
    $511,654
    Other
    $29,214
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,865 related
    Bonus
    $0 + $136,445 related
    Other
    $0 + $176,344 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,214 related
    Filer's total
    $0 + $540,868 related

  • Andrew E Dorwart MD

    FORMER SMG PRESIDENT

    Total calculated
    $377,227
    From this org
    $0
    From related orgs
    $313,511
    Other
    $63,716
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $202,553 related
    Bonus
    $0
    Other
    $0 + $110,958 related
    Deferred
    $0 + $24,508 related
    Nontaxable benefits
    $0 + $39,208 related
    Filer's total
    $0 + $377,227 related

  • Nathan S Pulscher

    FORMER VP ANCILLARY SERVIC

    Total calculated
    $431,896
    From this org
    $0
    From related orgs
    $359,790
    Other
    $72,106
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,395 related
    Bonus
    $0 + $73,399 related
    Other
    $0 + $8,996 related
    Deferred
    $0 + $31,598 related
    Nontaxable benefits
    $0 + $40,508 related
    Filer's total
    $0 + $431,896 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
LH HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. LH'S PRESIDENT AND ITS OFFICERS AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH, INC. (GHI), OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. (LMHA), 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 $ 54,415 BRANDI L. LUNNEBORG $23,018 ALITA R. RISINGER $50,924 PAHOUA HOFFMAN $32,173
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 $ 53,243 BRANDI L. LUNNEBORG $ 36,046 DOUGLAS E. JOHNSON $121,739 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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349318028

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