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Nonprofiteer
← LAKEVIEW HEALTH SERVICES INC

Form 990 for tax year 2022

Filed by LAKEVIEW HEALTH SERVICES INC.

Totals

Total revenue
$14,479,956
Total expenses
$14,952,663
Contributions and grants received
$5,850,209
Grants paid
$0
Program service revenue
$7,790,638
Investment income
$165,110
Other revenue
$673,999
Total assets, end of year
$20,884,640
Total liabilities, end of year
$12,517,665
Net assets or fund balances, end of year
$8,366,975
Program services expenses (Part IX)
$13,174,737
Management and general expenses
$1,776,585
Fundraising expenses
$1,341
Program service expenses (Part III)
$13,174,737

Program services were 88.1% 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.

  • 1c · Fundraising events

    $27,100

  • 1e · Government grants (contributions)

    $5,820,884

  • 1f · All other contributions, gifts and grants

    $2,225

  • 2a · Program service revenue: MEDICAID PAYMENTS

    total $6,194,689 · related or exempt $6,194,689

  • 2b · Program service revenue: CLIENT FEES

    total $1,595,949 · related or exempt $1,595,949

  • 3 · Investment income

    total $100,307 · excluded $100,307

  • 6a · Gross rents

    real property $6,165

  • 6b · Less rental expenses

    real property $2,914

  • 6c · Rental income or loss

    real property $3,251

  • 6d · Net rental income or loss

    total $3,251 · unrelated business $3,251

  • 7a · Gross sales of assets other than inventory

    securities $238,146 · other assets $67,237

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

    securities $240,580 · other assets $0

  • 7c · Gain or loss

    securities -$2,434 · other assets $67,237

  • 7d · Net gain or loss

    total $64,803 · excluded $64,803

  • 8a · Fundraising events: gross income

    $0

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

    $27,100

  • 8b · Fundraising events: direct expenses

    $7,183

  • 8c · Net income from fundraising events

    total -$7,183 · excluded -$7,183

  • 11d · All other revenue

    total $677,931 · related or exempt $677,931

  • 11e · Other revenue, total

    $677,931

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $427,475 · management and general $426,134 · fundraising $1,341

  • 7 · Other salaries and wages

    total $6,809,527 · program services $6,052,918 · management and general $756,609

  • 8 · Pension plan contributions

    total $167,742 · program services $146,019 · management and general $21,723

  • 9 · Other employee benefits

    total $685,268 · program services $600,983 · management and general $84,285

  • 10 · Payroll taxes

    total $678,468 · program services $612,694 · management and general $65,774

  • 11b · Fees: legal

    total $70,420 · program services $22,120 · management and general $48,300

  • 11c · Fees: accounting

    total $42,500 · management and general $42,500

  • 11g · Fees: other

    total $163,343 · program services $110,846 · management and general $52,497

  • 13 · Office expenses

    total $554,761 · program services $457,264 · management and general $97,497

  • 16 · Occupancy

    total $2,324,624 · program services $2,308,468 · management and general $16,156

  • 17 · Travel

    total $14,096 · program services $11,705 · management and general $2,391

  • 19 · Conferences, conventions and meetings

    total $79,627 · program services $49,484 · management and general $30,143

  • 20 · Interest

    total $110,454 · program services $105,317 · management and general $5,137

  • 22 · Depreciation, depletion and amortization

    total $379,478 · program services $355,852 · management and general $23,626

  • 23 · Insurance

    total $227,904 · program services $178,536 · management and general $49,368

  • 24a · Other expenses: OMH OPERATING SUBSIDY

    total $815,150 · program services $815,150

  • 24b · Other expenses: FOOD

    total $393,715 · program services $393,715

  • 24c · Other expenses: START-UP EXPENSES

    total $320,067 · program services $320,067

  • 24d · Other expenses: VEHICLE OPERATING AND R

    total $228,582 · program services $202,655 · management and general $25,927

  • 24e · All other expenses

    total $459,462 · program services $430,944 · management and general $28,518

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $570,665 · end of year $585,042

  • 2 · Savings and temporary cash investments

    beginning of year $11,588,168 · end of year $9,846,716

  • 4 · Accounts receivable

    beginning of year $616,292 · end of year $3,048,903

  • 7 · Other notes and loans receivable

    beginning of year $675,807 · end of year $681,939

  • 9 · Prepaid expenses and deferred charges

    beginning of year $173,786 · end of year $202,673

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

    $4,630,215

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

    $3,199,935

  • 10c · Land, buildings and equipment, net

    beginning of year $1,573,289 · end of year $1,430,280

  • 11 · Investments: publicly traded securities

    beginning of year $3,423,812 · end of year $2,940,117

  • 15 · Other assets

    beginning of year $1,897,706 · end of year $2,148,970

  • 17 · Accounts payable and accrued expenses

    beginning of year $485,167 · end of year $596,797

  • 19 · Deferred revenue

    beginning of year $4,654,397 · end of year $5,742,032

  • 21 · Escrow or custodial account liability

    beginning of year $147,322 · end of year $154,251

  • 23 · Secured mortgages and notes payable

    beginning of year $1,443,489 · end of year $1,274,310

  • 25 · Other liabilities

    beginning of year $4,412,196 · end of year $4,750,275

  • 27 · Net assets without donor restrictions

    beginning of year $9,368,845 · end of year $8,358,979

  • 28 · Net assets with donor restrictions

    beginning of year $8,109 · end of year $7,996

Mission and programs · 2022

Mission

LAKEVIEW HEALTH SERVICES IS DEDICATED TO HELPING THOSE WE SERVE IDENTIFY AND ACHIEVE PERSONALLY MEANINGFUL LIFE GOALS AND TO REALIZE THEIR FULL POTENTIAL. WE PROVIDE SAFE, AFFORDABLE HOUSING AND SUPPORT TO PERSONS RECOVERING FROM MENTAL ILLNESS AND HEALTH CARE COORDINATION SERVICES TO INDIVIDUALS WITH CHRONIC MENTAL AND PHYSICAL HEALTH CHALLENGES.

Activities or mission (Part I)

LAKEVIEW HEALTH SERVICES IS DEDICATED TO HELPING THOSE WE SERVE IDENTIFY AND ACHIEVE PERSONALLY MEANINGFUL LIFE GOALS AND TO REALIZE THEIR FULL POTENTIAL. WE PROVIDE SAFE, AFFORDABLE HOUSING AND SUPPORT TO PERSONS RECOVERING FROM MENTAL ILLNESS AND HEALTH CARE COORDINATION SERVICES TO INDIVIDUALS WITH CHRONIC MENTAL AND PHYSICAL HEALTH CHALLANGES.

  • RESIDENTIAL - RESIDENTIAL CARE FOR ADULTS DEALING WITH A MENTAL ILLNESS IN EITHER GROUP HOME OR APARTMENT SETTINGS. DAILY GUIDANCE AND SUPPORT IS PROVIDED TO ASSIST INDIVIDUALS TO REACH PERSONAL GOALS AND DEVELOP LIFE MANAGEMENT SKILLS. CLIENTS - 227

    Expenses $6,970,398 · Revenue $6,430,149

  • SUPPORTIVE HOUSING - ASSISTS INDIVIDUALS WITH INTEGRATION INTO THE COMMUNITY, SELECTION OF HOUSING AND BASIC HOUSEHOLD SET UP. SUPPORT AND GUIDANCE IS PROVIDED TO MAINTAIN STABLE HOUSING ON A LONG TERM BASIS. CLIENTS - 313

    Expenses $3,010,460

  • CARE MANAGEMENT - PROVIDES SUPPORT AND ASSISTANCE WITH INDIVIDUALS INVOLVED WITH A REHABILITATION PROCESS IN ORDER TO CONTINUE TO LIVE INDEPENDENTLY IN THE COMMUNITY. ASSISTANCE IS PROVIDED TO ADULTS,CHILDREN AND YOUTH TO LINK TO SERVICES SUCH AS MEDICAL, LEGAL, EMPLOYMENT, AND EDUCATION. CLIENTS - 694

    Expenses $1,563,289 · Revenue $1,472,352

  • COMMUNITY SUPPORT SERVICES - PROVIDES CASE MANAGEMENT SUPPORT AND OPERATES A SOCIAL CLUB FOR CLIENTS TO ASSIST IN DEVELOPMENT OF SOCIAL SKILLS AND BUILDING SUPPORTIVE RELATIONSHIPS. CLIENTS - 1,035

    Expenses $1,146,452

  • OTHER PROGRAMS

    Expenses $484,138 · Revenue $566,068

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

Listed in Part VII

  • Christopher Button

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Anthony Lister

    VICE CHAIRMAN /SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Anita Maroscher

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Kime

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Feinberg MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maria Gigliotti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allen Connely

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • April Haberyan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Harry Merryman

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $179,768
    From this org
    $172,960
    From related orgs
    $0
    Other
    $6,808
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $172,960
    Bonus
    $0
    Other
    $0
    Deferred
    $6,808
    Nontaxable benefits
    $0
    Filer's total
    $179,768

  • Naomi Gleason

    CHIEF FINANCIAL OFFICER

    Total calculated
    $133,753
    From this org
    $121,316
    From related orgs
    $0
    Other
    $12,437
    Hours/week
    40 + 1 related

  • Catherine Lovejoy

    CHIEF PROGRAM OFFICER

    Total calculated
    $112,871
    From this org
    $100,820
    From related orgs
    $0
    Other
    $12,051
    Hours/week
    40

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ITHACA SPECIAL NEEDS LP

    OWN & OPERATE A LOW-INCOME HOUSING PROJECT FOR INDIVIDUALS WITH SPECIAL NEED · NY · general or managing partner

  • LAKEVIEW COMMUNITY DEVELOPMENT SENECA LP

    OWN & OPERATE A LOW-INCOME HOUSING PROJECT FOR INDIVIDUALS WITH SPECIAL NEED · NY · general or managing partner

  • LAKEVIEW MACEDON LP

    OWN & OPERATE A LOW-INCOME HOUSING PROJECT FOR INDIVIDUALS WITH SPECIAL NEED · NY · general or managing partner

  • WEST END HEIGHTS LLC

    OWN & OPERATE A LOW-INCOME HOUSING PROJECT FOR INDIVIDUALS WITH SPECIAL NEED · NY · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ISN DEVELOPMENT INC

    C · GENERAL PARTNER OF A LOW-INCOME HOUSING PROJECT FOR INDIVIDUALS WITH SPECIAL · NY · 100% owned

    Directly controlled by LAKEVIEW HEALTH SERVICES INC

  • LAKEVIEW COMMUNITY DEVELOPMENT SENECA HOUSING DEVELOPMENT FUND COMPANY INC

    C · GENERAL PARTNER OF A LOW-INCOME HOUSING PROJECT FOR INDIVIDUAL WITH SPECIAL · NY · 100% owned

    Directly controlled by LAKEVIEW HEALTH SERVICES INC

  • LAKEVIEW MACEDON NEW YORK INC

    C · GENERAL PARTNER OF A LOW-INCOME HOUSING PROJECT FOR INDIVIDUAL WITH SPECIAL · NY · 0.01% owned

    Directly controlled by LAKEVIEW COMMUNITY RESOURCES INC

  • LAKEVIEW MACEDON HOUSING DEVELOPMENT FUND CORPORATION

    C · CORPORATION HOLDING TITLE OF LAKEVIEW MACEDON, LP HOUSING · NY · 100% owned

    Directly controlled by LAKEVIEW COMMUNITY RESOURCES INC

  • WEST END HEIGHTS MM LLC

    C · MANAGING MEMBER OF LIHC OF WEH, LLC · NY · 0.01% owned

    Directly controlled by LAKEVIEW COMMUNITY RESOURCES INC

  • WEST ENG HEIGHTS HOUSING DEVELOPMENT FUND CORPORTATION

    C · CORPORATION HOLDING TITLE OF WEH, LLC HOUSING · NY · 100% owned

    Directly controlled by LAKEVIEW HEALTH SERVICES INC

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202333149349304608

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