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Nonprofiteer
← LAKEVIEW HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by LAKEVIEW HEALTH FOUNDATION.

Totals

Total revenue
$1,000,451
Total expenses
$1,144,571
Contributions and grants received
$729,204
Grants paid
$1,144,571
Program service revenue
$0
Investment income
$270,247
Other revenue
$1,000
Total assets, end of year
$9,089,994
Total liabilities, end of year
$1,720,141
Net assets or fund balances, end of year
$7,369,853
Program services expenses (Part IX)
$1,144,571
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,144,571

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.

  • 1c · Fundraising events

    $7,500

  • 1f · All other contributions, gifts and grants

    $721,704

  • 1g · Noncash contributions included above

    $175

  • 3 · Investment income

    total $218,258 · excluded $218,258

  • 7a · Gross sales of assets other than inventory

    securities $135,207

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

    securities $83,218

  • 7c · Gain or loss

    securities $51,989

  • 7d · Net gain or loss

    total $51,989 · excluded $51,989

  • 8a · Fundraising events: gross income

    $1,000

  • 8a · Fundraising events: contributions included on line 1c

    $7,500

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $1,000 · excluded $1,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,122,821 · program services $1,122,821

  • 2 · Grants to domestic individuals

    total $21,750 · program services $21,750

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,165,768 · end of year $4,090,433

  • 3 · Pledges and grants receivable

    beginning of year $27,796 · end of year $100

  • 4 · Accounts receivable

    beginning of year $3,000

  • 11 · Investments: publicly traded securities

    beginning of year $4,824,261 · end of year $4,999,461

  • 15 · Other assets

    beginning of year $20,151

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,713,997 · end of year $1,720,141

  • 27 · Net assets without donor restrictions

    beginning of year $1,200,482 · end of year $1,143,806

  • 28 · Net assets with donor restrictions

    beginning of year $7,126,497 · end of year $6,226,047

Mission and programs · 2024

Mission

LAKEVIEW HEALTH FOUNDATION (THE FOUNDATION), THROUGH PHILANTHROPY, DEVELOPS RESOURCES TO IDENTIFY AND SUPPORT INITIATIVES THAT ENABLE LAKEVIEW HEALTH (LH) TO FULFILL ITS MISSION - TO PROMOTE AND SPONSOR SUPERIOR HEALTH AND WELL-BEING SERVICES.

Activities or mission (Part I)

TO MEET THE HEALTHCARE NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES OF THE ST. CROIX VALLEY.

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

    Expenses $1,144,571 · Grants $1,144,571

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

Listed in Part VII

  • Michael Swisher

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Christine Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Schoenherr

    DIRECTOR

    Total calculated
    $598,552
    From this org
    $0
    From related orgs
    $482,380
    Other
    $116,172
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,164 related
    Bonus
    $0 + $92,017 related
    Other
    $0 + $56,199 related
    Deferred
    $0 + $73,094 related
    Nontaxable benefits
    $0 + $43,078 related
    Filer's total
    $0 + $598,552 related

  • Aretta Rice

    DIRECTOR (JAN - MAY)

    Total calculated
    $0
    Hours/week
    1

  • Sue Sperber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lowell Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roberta Seum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Abigail M Heller MD

    DIRECTOR

    Total calculated
    $548,916
    From this org
    $0
    From related orgs
    $476,595
    Other
    $72,321
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,556 related
    Bonus
    $0
    Other
    $0 + $133,039 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $46,446 related
    Filer's total
    $0 + $548,916 related

  • Emilienne Anderson

    DIRECTOR

    Total calculated
    $287,957
    From this org
    $0
    From related orgs
    $258,660
    Other
    $29,297
    Hours/week
    1 + 39 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

  • David Reed

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Michelle Boe

    EXECUTIVE DIRECTOR

    Total calculated
    $264,779
    From this org
    $0
    From related orgs
    $228,117
    Other
    $36,662
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,888 related
    Bonus
    $0 + $10,050 related
    Other
    $0 + $2,179 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,662 related
    Filer's total
    $0 + $264,779 related

  • Nancy L Evert

    SECRETARY

    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

  • Brandi Lunneborg

    PRESIDENT

    Total calculated
    $852,516
    From this org
    $0
    From related orgs
    $708,122
    Other
    $144,394
    Hours/week
    1 + 59 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

  • Alita R Risinger

    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

  • 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

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
THE FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH, INC (GHI), PARK NICOLLET HEALTH SERVICES (PNHS) OR BY LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LMHA), RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
PART I, LINE 4B
SCHEDULE J, PART I, LINE 4B: SENIOR LEADERS OF GROUP HEALTH, INC. ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN THE NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 54,415 BRANDI LUNNEBORG $ 23,018 ALITA R. RISINGER $ 50,924 SCHEDULE J, PART I, LINE 4B: SENIOR LEADERS OF PARK NICOLLET HEALTH SERVICES ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN THE CAPITAL ACCUMULATION ACCOUNT PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: MELISSA F. SCHOENHERR $ 41,496
PART II
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: NANCY L. EVERT $ 53,243 DOUGLAS E. JOHNSON $ 121,739 BRANDI LUNNEBORG $ 36,046 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

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
202543219349318124

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