2025-10-21T07:28:58-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-01-01 742809238 LAKEVIEW VILLAGE FOUNDATION LAKE 9137442430 9100 PARK STREET LENEXA KS 66215 ROBERT I CLAUSEN JR CEO 9137442430 2025-10-20 1 0 ERIKA MARTINEZ P02297196 6182331200 2025-10-20 2024 2025-03-06 01:10:19Z ROBERT I CLAUSEN JR 9100 PARK STREET LENEXA KS 66215 1171739 0 X WWW.LAKEVIEWVILLAGE.ORG/ABOUT-US/LAKEVIEW-VILLAGE X 1997 KS TO SUPPORT LAKEVIEW VILLAGE, INC., A 501(C)(3) ORGANIZATION. 11 9 2 35 0 0 778577 845758 46055 88146 176247 93888 0 32 1000879 1027824 35050 23190 0 0 174748 217874 0 0 179254 49443 51756 259241 292820 741638 735004 6578881 7473089 119340 105773 6459541 7367316 TO ENRICH THE LIVES OF RESIDENTS OF LAKEVIEW VILLAGE AND TO CREATE A COMMUNITY THAT VALUES GIVING AS A WAY OF LIFE. 0 0 23190 23190 0 THE LAKEVIEW VILLAGE FOUNDATION IS INVOLVED WITH AND HELPS IMPLEMENT THE STRATEGIC PLANS OF LAKEVIEW VILLAGE, INC., A KANSAS NOT-FOR-PROFIT CORPORATION. THE FOUNDATION RAISES FUNDING FOR VARIOUS LAKEVIEW VILLAGE, INC. PROJECTS, PROGRAMS AND SERVICES THAT BENEFIT RESIDENTS OF LAKEVIEW VILLAGE AND ITS SISTER COMMUNITY, RIDGEVIEW VILLAGE. THE FOUNDATION IS GOVERNED BY A 10-MEMBER BOARD OF TRUSTEES, SIX OF WHOM ARE LAKEVIEW RESIDENTS, AND IS SUPPORTED BY THE GENEROSITY OF RESIDENTS, FAMILIES, FRIENDS, CHARITABLE FOUNDATION AND BUSINESSES. OUR PRIMARY FOCUS IS TO PROVIDE ASSISTANCE TO LAKEVIEW VILLAGE RESIDENTS WHO CAN NO LONGER AFFORD THE FULL COST OF THEIR CARE, THROUGH NO FAULT OF THEIR OWN. 90376 0 88146 THE CHAPLAINCY PROGRAM PROVIDES RELIGIOUS SERVICES TO MEET THE SPIRITUAL NEEDS OF LAKEVIEW VILLAGE RESIDENTS. 113566 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROBERT I CLAUSEN JR 9137442470 9100 PARK STREET LENEXA KS 66215 ROBERT I CLAUSEN JR PRESIDENT/CEO 1.00 55.00 X X 0 325735 49813 STEVE BRIODY CHAIR 1.00 0.00 X X 0 0 0 CECIL MILLER SECRETARY/TREASURER (TERM END 5/24) 1.00 0.00 X X 0 0 0 LINDA COLE TRUSTEE 1.00 0.00 X 0 0 0 ELAINE LORENZEN TRUSTEE 1.00 0.00 X 0 0 0 DEBRA HALLAUER TRUSTEE 1.00 0.00 X 0 0 0 MANDY STUKE TRUSTEE 1.00 0.00 X 0 0 0 TOM PHILLIPS VICE CHAIR 1.00 0.00 X X 0 0 0 GARY WHITTIER TRUSTEE 1.00 0.00 X 0 0 0 DAVE SHULL TRUSTEE 1.00 0.00 X 0 0 0 GREG BROWN TRUSTEE 1.00 0.00 X 0 0 0 HEATH LEUCK CFO 1.00 55.00 X 0 200384 18588 0 526119 68401 0 0 1 0 0 845758 845758 CHAPLAIN 624100 88146 88146 88146 101626 101626 7738 -7738 -7738 -7738 136177 136177 0 OTHER INCOME 624100 32 32 32 1027824 88146 0 93920 23190 23190 185162 68914 116248 4473 4473 14143 12090 2053 14096 4541 9555 24000 24000 78 78 3439 3439 66 66 19297 19297 727 727 1549 1549 MISCELLANEOUS 2555 2555 DUES AND SUBSCRIPTION 45 45 292820 113566 0 179254 74554 44277 751025 806631 208400 125000 5544902 6497181 6578881 7473089 49340 35773 70000 70000 119340 105773 X 2373198 2332321 4086343 5034995 6459541 7367316 6578881 7473089 X 735004 157757 15014 X X 0 1 X 1 0 X 475581 1108435 1224039 778577 845758 4432390 475581 1108435 1224039 778577 845758 4432390 1629825 2802565 17510 22508 45390 68592 101626 255626 32 32 4688048 661695 0.59780 0.57520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2024 AMOUNT: $ 32. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3727589 706997 401110 173211 4662485 3323945 245406 330277 172039 3727589 2774717 809156 -214541 25000 20387 3323945 2307876 155543 336298 25000 2774717 2096260 117112 119504 25000 2307876 0.00000 0.78195 0.21804 1 0 0 DUE FROM RELATED PARTIES 70000 70000 X PART V, LINE 4: THE GOOD SAMARITAN ENDOWMENT IS FOR PROVIDING FUNDS FOR RESIDENTS WHO CAN NO LONGER PROVIDE THE COST OF THEIR CARE THROUGH NO FAULT OF THEIR OWN. PART X, LINE 2: THE ORGANIZATIONS INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAX OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. 1 LAKEVIEW VILLAGE INC 9100 PARK STREET LENEXA KS 66215 400689163 501(C)(3) 20815 0 SUPPORT THE OPERATIONS & RESIDENTS OF LAKEVIEW VILLAGE, INC. 1 PART I, LINE 2: GRANTS ARE GIVEN TO A RELATED ORGANIZATION UNDER COMMON MANAGEMENT. 0 1 0 0 0 0 0 0 0 ROBERT I CLAUSEN JR PRESIDENT/CEO 0 305735 0 20000 0 0 0 35651 0 14162 0 375548 0 0 HEATH LEUCK CFO 0 190384 0 10000 0 0 0 17821 0 767 0 218972 0 0 PART I, LINE 3 LAKEVIEW VILLAGE, A RELATED ORGANIZATION, USES THE FOLLOWING TO ESTABLISH COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B ROBERT I CLAUSEN, JR - 457 CONTRIBUTION PAYMENT OF $23,000 MADE IN 2024 OF WHICH $22,500 WAS ACCRUED FOR IN 2023 AND DISCLOSED ON THE PRIOR YEAR RETURN. ROBERT I CLAUSEN, JR - 457 CONTRIBUTION ACCRUAL OF $23,000 FUNDS NOT TRANSFERRED AS OF 12-31-24. HEATH LEUCK - 457 CONTRIBUTION PAYMENT OF $10,000 MADE IN 2024 WHICH WAS ACCRUED FOR IN 2023 AND DISCLOSED ON THE PRIOR YEAR RETURN. HEATH LEUCK - 457 CONTRIBUTION ACCRUAL OF $10,000. FUNDS NOT TRANSFERRED AS OF 12-31-24. FORM 990, PART V, LINE 2A AND PART IX, LINE 7 THE ORGANIZATION'S PAYROLL IS PROCESSED WITH LAKEVIEW VILLAGE, INC., THE PARENT COMPANY. FORMS W-2 AND W-3 WERE NOT ISSUED BY LAKEVIEW VILLAGE FOUNDATION AS OF DECEMBER 31, 2024. THE ORGANIZATION DID PAY THE SALARIES, EMPLOYMENT TAXES AND EMPLOYEE BENEFITS FOR THE ORGANIZATION'S EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 3 A RELATED ENTITY, LAKEVIEW VILLAGE, PROVIDES MANAGEMENT DUTIES ON BEHALF OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS LAKEVIEW VILLAGE, INC. IN THE EVENT LAKEVIEW VILLAGE, INC, SHALL DISSOLVE, THE MEMBERS OF THE FOUNDATION SHALL BE THE TRUSTEES OF THE FOUNDATION THEN IN OFFICE. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF TRUSTEES TO SUCCEED TRUSTEES WHOSE TERM OF OFFICE HAS EXPIRED OR WHO SHALL HAVE RESIGNED, BEEN REMOVED OR OTHERWISE DISQUALIFIED SHALL BE BY VOTE OF THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B ANY TRUSTEE MAY BE REMOVED AT ANY TIME BY THE SOLE MEMBER OF THE FOUNDATION WHENEVER IN THE JUDGMENT OF THE SOLE MEMBER THE INTERESTS OF THE FOUNDATION WOULD BE BEST SERVED THEREBY. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY WILL REVIEW THE 990 BEFORE THE RETURN IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS ASKED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS IF AND WHEN THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 A RELATED ORGANIZATION COMPENSATES THE OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF MATURED GIFT ANNUITY 15,014. FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LAKEVIEW VILLAGE INC 9100 PARK LENEXA KS 66215 480689163 OPERATION OF CCRC CAMPUS KS 501(C)(3) LINE 10 N/A 0 RIDGEVIEW VILLAGE INC 11830 S SUNSET DR OLATHE KS 66061 481179208 OPERATION OF HUD APARTMENTS KS 501(C)(3) LINE 10 LAKEVIEW VILLAGE INC 0 RIDGEVIEW VILLAGE II INC 11830 S SUNSET DR OLATHE KS 66061 431893443 OPERATION OF HUD APARTMENTS KS 501(C)(3) LINE 10 LAKEVIEW VILLAGE INC 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0