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Nonprofiteer
← LAKEVIEW HEALTH

Form 990 for tax year 2023

Filed by LAKEVIEW HEALTH.

Totals

Total revenue
$4,397,078
Total expenses
$59,968
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$4,397,078
Other revenue
$0
Total assets, end of year
$141,838,923
Total liabilities, end of year
$1,080
Net assets or fund balances, end of year
$141,837,843
Program services expenses (Part IX)
$59,968
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$59,968

Program services were 100.0% 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.

  • 3 · Investment income

    total $4,397,078 · excluded $4,397,078

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $59,968 · program services $59,968

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,395,118 · end of year $2,324,739

  • 4 · Accounts receivable

    beginning of year $59,874 · end of year $72,714

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,873 · end of year $28,513

  • 11 · Investments: publicly traded securities

    beginning of year $123,504,276 · end of year $139,412,957

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,561 · end of year $1,080

  • 27 · Net assets without donor restrictions

    beginning of year $125,970,580 · end of year $141,837,843

Mission and programs · 2023

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 $59,968

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

Listed in Part VII

  • 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

  • Michael Funk

    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

  • John Uppgren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • 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

  • Khu Thaor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58

  • 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

  • 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

  • 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

  • Brandi L Lunneborg

    DIRECTOR & PRESIDENT

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

  • Sharon Tolva

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    0.58

  • Sue Hedlund

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.58

  • 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

  • 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

  • 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

  • Nicholas Meyer MD

    DIRECTOR (JAN-OCT)

    Total calculated
    $0
    Hours/week
    0.58

  • Mike Anderson

    DIRECTOR AND CHAIR

    Total calculated
    $0
    Hours/week
    0.58

  • Douglas E Johnson

    CFO, LHS

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

    Schedule J breakdown matched by us

    Base
    $0 + $386,739 related
    Bonus
    $0 + $106,273 related
    Other
    $0 + $110,771 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $37,521 related
    Filer's total
    $0 + $647,904 related

  • Nancy L Evert

    SEC. & GENERAL 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
    $0
    From related orgs
    $253,764
    Other
    $25,767
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,688 related
    Bonus
    $0 + $41,600 related
    Other
    $0 + $42,476 related
    Deferred
    $0 + $11,115 related
    Nontaxable benefits
    $0 + $14,652 related
    Filer's total
    $0 + $279,531 related

  • 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

  • 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

  • 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

  • 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

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 PLAN, INC., LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC., AND STILLWATER MEDICAL GROUP, RELATED ORGANIZATIONS. ANY COMPENSATION DISCLOSED IS PAID AND 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 $ 54,148 BRANDI L. LUNNEBORG $23,255 ALITA R. RISINGER $34,771 PAHOUA HOFFMAN $30,366
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 $ 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

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
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349311432

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