2024-03-26T17:04:03-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-10-01 410874740 LAKEVIEW METHODIST HEALTH CARE CENTER LAKE 5072356606 610 SUMMIT DRIVE FAIRMONT MN 56031 DEBORAH M BARNES ADMINISTRATOR/CEO 5072356606 2024-03-05 1 DEBORAH BARNES 999009999 0 KATHERINE LUTZKE CPA P01760889 5072802300 2024-02-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH M BARNES 610 SUMMIT DRIVE FAIRMONT MN 56031 10894244 0 X WWW.LAKEVIEWMETHODIST.ORG X 1985 MN TO PROVIDE LIFE ENHANCING SUPPORTIVE SERVICES FOR OLDER ADULTS AND THEIR FAMILIES. 9 9 220 10 4907 0 402806 267952 9635708 10477459 21344 73874 43187 74178 10103045 10893463 86330 46287 0 0 5651680 5918601 0 0 0 3910261 4312410 9648271 10277298 454774 616165 33007495 32998486 22475763 21800557 10531732 11197929 THE MISSION OF LAKEVIEW IS TO DEMONSTRATE GOD'S LOVE FOR HIS PEOPLE THROUGH A CONTINUUM OF LIFE ENHANCING SUPPORTIVE SERVICES FOR OLDER ADULTS AND THEIR FAMILIES. 0 0 9402917 46287 10477459 LAKEVIEW METHODIST HEALTH CARE CENTER OFFERS SKILLED NURSING CARE FOR THE ORGANIZATION PROVIDES SHORT TERM STAYS WITH EXTENSIVE REHABILITATION SERVICES, LONG-TERM PLACEMENT, AND HOUSES A CHILD DAY CARE CENTER. DURING THE FISCAL YEAR THE CARE CENTER PROVIDED 20,613 INPATIENT SERVICE DAYS. THE ORGANIZATION ALSO MANAGES AN ASSISTED LIVING AND HOUSING UNIT FOR THE ELDERLY. 9402917 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 220 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X TANIA WALLACE 5072356606 610 SUMMIT DRIVE FAIRMONT MN 56031 COURTNEY CUTLER PRESIDENT 1.00 3.00 X X 0 0 0 CHUCK HAUGEN VICE PRESIDENT 1.00 3.00 X X 0 0 0 MELISSA TUMBLESON TREASURER/ SECRETARY 1.00 3.00 X X 0 0 0 LES ANDERSON DIRECTOR 1.00 3.00 X 0 0 0 BRANDON EDMUNDSON DIRECTOR 1.00 3.00 X 0 0 0 JASON SUBBERT DIRECTOR 1.00 3.00 X 0 0 0 DR JOHN LUND DIRECTOR 1.00 3.00 X 0 0 0 NANCY NORDSTROM DIRECTOR 1.00 3.00 X 0 0 0 DR TIM BACHENBERG DIRECTOR 1.00 3.00 X 0 0 0 DEBORAH BARNES EXECUTIVE DIRECTOR 32.00 3.00 X 96643 0 6691 TANIA WALLACE FINANCIAL DIRECTOR 32.00 3.00 X 50132 0 2160 146775 0 8851 0 0 0 0 AEGIS THERAPIES PO BOX 8103 FORT SMITH AR 72902 THERAPY SERVICES 120737 PATRICK NICKLESON 6691 TIMBER RIDGE LANE CT COTTAGE GROVE MN 55016 DIETARY CONSULTANT 106557 2 15371 252581 267952 RESIDENT CARE 623000 10226372 10226372 MANAGEMENT FEES 624210 228244 228244 MEALS PROVIDED REVENUE 624410 22843 17936 4907 10477459 57155 57155 20288 0 20288 20288 20288 17500 781 16719 16719 16719 OTHER INCOME 623990 53890 53890 53890 10893463 10472552 4907 148052 46287 46287 158685 158685 4812863 4632119 180744 91298 90810 488 510918 479569 31349 344837 321868 22969 15003 15003 18970 18970 53767 53767 763931 763931 94602 94602 26060 26060 390087 321468 68619 53556 5914 47642 513316 513316 1189230 1189230 114736 114736 FOOD 384732 384732 SURCHARGE 204614 204614 SUPPLIES 125876 125876 LAUNDRY/HOUSEKEEPING EX 64290 64290 299640 258893 40747 10277298 9402917 874381 0 3634893 1006863 367715 2880165 902671 817149 16990 29141 36174410 10256424 26686913 25917986 750232 1398313 1596950 33007495 32998486 863553 826191 11987 11239 21280987 20860674 319236 102453 22475763 21800557 X 9708951 10237156 822781 960773 10531732 11197929 33007495 32998486 X 616165 50032 X 0 1 X 1 1 1 X 844404 1678377 1454269 402806 267952 4647808 8655346 8219890 8496909 9635708 10477459 45485312 9499750 9898267 9951178 10038514 10745411 50133120 0 0 0 50133120 58977 35128 33373 46264 77443 251185 58977 35128 33373 46264 77443 251185 38961 29602 23140 19637 53890 165230 9597688 9962997 10007691 10104415 10876744 50549535 0.99180 0.99250 0.00500 0.00440 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2018 AMOUNT: $ 38,961. 2019 AMOUNT: $ 29,602. 2020 AMOUNT: $ 23,140. 2021 AMOUNT: $ 19,637. 2022 AMOUNT: $ 53,890. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 25645 25645 33032990 8146139 24886851 521217 496705 24512 2428065 1613580 814485 166493 166493 25917986 OTHER LIABILITIES 48299 SECURITY DEPOSITS 24700 THIRD PARTY SETTLEMENTS PAYABLE 46 LEASE LIABILITY 29408 102453 X PART IV, LINE 2B: THE ESCROW ACCOUNT LIABILITY INCLUDES RESIDENT FUNDS AND RESIDENT COUNCIL AMOUNTS PAYABLE. THE ORGANIZATION IS THE TRUSTEE OF RESIDENTS' FUNDS AND HAS A FIDUCIARY RESPONSIBLITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR RESIDENTS. PART X, LINE 2: LAKEVIEW UNITED METHODIST CARE CENTER, INC., LAKEVIEW UNITED METHODIST HEALTH CARE FOUNDATION, INC. AND MAPLEWOOD RESIDENCE, INC. ARE TAX EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CONSEQUENTLY RECORDS NO PROVISION FOR INCOME TAXES. LAKEVIEW UNITED METHODIST HEALTH SERVICES, INC. AND AFFILIATES FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED AS A RESULT OF THIS STANDARD. EACH ENTITY FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. 1 NURSING SCHOLARSHIP 20 46287 N/A N/A SCHEDULE I, PART III, LINE 1: SCHOLARSHIP RECIPIENTS MUST BE AN EMPLOYEE WORKING A MINIMUM OF 10 HOURS PER WEEK AND BE IN GOOD STANDING. RECIPIENTS SUBMIT A WRITTEN APPLICATION FORM AND ATTEND A PERSONAL INTERVIEW WITH THE SCHOLARSHIP COMMITTEE. TRANSCRIPT OF GRADES, PROGRESS REPORTS, AND ACCOUNTABILITY OF FUNDS MUST ALSO BE SUBMITTED TO THE SCHOLARSHIP COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE 990S IS GATHERED BY THE FINANCIAL DIRECTOR FROM HUMAN RESOURCES AND FINANCIAL RECORDS. THEN SUBMITTED TO CLA TO PREPARE. ONCE THE 990S ARE DRAFTED THEY ARE REVIEWED BY THE ADMINISTRATOR/CEO, BOARD PRESIDENT AND FINANCIAL DIRECTOR. ONCE DRAFTED APPROVED REQUEST SENT TO CLA FOR THE FINAL 990S TO BE SUBMITTED AND OR MAILED TO THE INTERNAL REVENUE SERVICES. FORM 990, PART VI, SECTION B, LINE 12C AS BOARD MEMBERS ARE CHOSEN TO SERVE, THE NOMINATING COMMITTEE REVIEWS POLICYS WITH THEM AND POTENTIAL CONFLICTS OF BANKING, FINANCIAL OR COMPETITIVE NATURE ARE REVIEWED BEFORE OFFERS ARE GIVEN. IF A CONFLICT ARISES DURING A DISCUSSION, BOARD MEMBER WITH CONFLICT PLEDGES TO ABSTAIN. CURRENT BOARD MEMBERS ANNUALLY REVIEW AND MONITOR POLICYS AND POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR OF THE BOARD OF DIRECTORS INITIATES A REVIEW PROCESS OF THE ADMINISTRATOR/CEO WITH THE OTHER BOARD MEMBERS. CHAIR OBTAINS COMPARATIVE SALARY INFORMATION FROM LEADING AGE OF MINNESOTA FOR THE CURRENT YEAR AND DECIDES WITH THE BOARD WHERE COMPENSATION SHOULD BE. CHAIR THEN MEETS WITH ADMINISTRATOR/CEO TO DISCUSS AREAS OF THE REVIEW AND UPCOMING YEAR'S COMPENSATION. ALL DISCUSSIONS AND DECISIONS CONCERNING ADMINISTRATOR/CEO COMPENSATIONS ARE INCLUDED IN THE MINUTES OF THE MEETING. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE ADMINISTRATIVE OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSET OF FOUNDATION 50,032. LAKEVIEW UNITED METHODIST HEALTH SERVICES INC 610 SUMMIT DRIVE FAIRMONT MN 56031 363358840 PARENT ORGANIZATION WITH NO ACTIVITY MN 501(C)3 LINE 12A-I N/A 0 LAKEVIEW METHODIST HEALTH CARE FOUNDATION 610 SUMMIT DRIVE FAIRMONT MN 56031 411456428 SUPPORTS LAKEVIEW METHODIST HEALTH CARE CENTER MN 501(C)3 LINE 12B-II LAKEVIEW UNITED METHODIST HEALTH SERVICES INC 1 MAPLEWOOD RESIDENCE INC 620 SUMMIT DRIVE FAIRMONT MN 56031 363361594 HOUSING FOR THE ELDERLY MN 501(C)3 LINE 10 LAKEVIEW UNITED METHODIST HEALTH SERVICES INC 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 1