2026-04-20T15:35:16-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-10-01 411456428 LAKEVIEW METHODIST HEALTH CARE FOUNDATION INC LAKE 5072356606 610 SUMMIT DRIVE FAIRMONT MN 56031 DEBORAH M BARNES ADMINISTRATOR 5072356606 2026-04-09 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2026-04-09 2024 2025-03-06 01:10:19Z DEBORAH M BARNES 610 SUMMIT DRIVE FAIRMONT MN 56031 1615 0 X WWW.LAKEVIEWMETHODIST.ORG X 1983 MN MANAGE & ADMINISTER THE ENDOWMENTS OF LAKEVIEW UNITED METHODIST HEALTH CARE SERVICES. 9 9 0 9 0 0 1835 115 0 0 0 0 1500 1500 3335 1615 408 900119 0 0 83702 77740 0 0 0 46849 91936 130959 1069795 -127624 -1068180 1750398 1585304 949172 1054224 801226 531080 X THE MISSION OF LAKEVIEW METHODIST HEALTH CARE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT FOR THE NEEDS, SERVICES, EDUCATION, PROGRAMS, AND FACILITIES OF LAKEVIEW METHODIST HEALTH CARE CENTER, WOODLAND MANOR, AND MAPLEWOOD RESIDENCE BY MANAGING THEIR ENDOWMENT TO PROVIDE MEANINGFUL SUPPORT FOR THEIR OPEREATIONS. 0 0 957117 900119 0 THE LAKEVIEW METHODIST HEALTH CARE FOUNDATION SUPPORTS LAKEVIEW METHODIST HEALTH CARE CENTER AND MAPLEWOOD RESIDENCE BY FUND RAISING AND MANAGING THEIR ENDOWMENT TO PROVIDE MEANINGFUL SUPPORT FOR THEIR ORGANIZATIONS. 957117 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 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 1 0 MN X TANIA WALLACE 5072356606 610 SUMMIT DRIVE FAIRMONT MN 56031 CHARLES HAUGEN PRESIDENT 1.00 3.00 X X 0 0 0 BRAD MUSSER VICE PRESIDENT 1.00 3.00 X X 0 0 0 MELISSA TUMBLESON TREASURER/SECRETARY 1.00 3.00 X X 0 0 0 JEFF ADAMS DIRECTOR 1.00 3.00 X 0 0 0 DR JOHN LUND DIRECTOR 1.00 3.00 X 0 0 0 DR TIM BACHENBERG DIRECTOR 1.00 3.00 X 0 0 0 JASON SUBBERT DIRECTOR 1.00 3.00 X 0 0 0 RENEE POPPE DIRECTOR 1.00 3.00 X 0 0 0 JIM WILSON DIRECTOR 1.00 3.00 X 0 0 0 DEBORAH BARNES EXECUTIVE DIRECTOR 1.00 32.00 X 0 101533 7322 TANIA WALLACE FINANCIAL DIRECTOR 1.00 32.00 X 0 60816 25476 0 162349 32798 0 0 0 0 0 115 115 1500 0 1500 1500 1500 1615 0 0 1500 899401 899401 718 718 69545 69545 2814 2814 5381 5381 5998 5998 9522 9522 8430 8430 4993 4993 2275 2275 3015 3015 278 278 3442 3442 LICENES & PERMITS 47672 47672 MISC. EXPENSE 5701 5701 REPAIRS AND MAINTENANCE 610 610 1069795 957117 112678 0 579966 318589 246 242 67266 15434 51832 51832 1103883 1200736 10000 10000 4471 3905 1750398 1585304 2928 3408 946244 1050816 949172 1054224 X -278401 -323727 1079627 854807 801226 531080 1750398 1585304 X -1068180 75802 722232 X 0 1 X 1 0 X X X 2 LAKEVIEW METHODIST HEALTH CARE CENTER 410874740 10 1 899401 0 MAPLEWOOD RESIDENCE INC 363361594 10 1 0 0 2 899401 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 419312 32542 451854 355978 63334 419312 329919 26059 355978 269103 60816 329919 269103 269103 0.00000 1.00000 0.00000 0 0 47732 47732 19534 15434 4100 51832 DUE TO RELATED PARTY 1050816 1050816 X PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE SUPPORT CARE FOR THE ELDERLY THRU LAKEVIEW METHODIST HEALTH CARE CENTER. PART X, LINE 2: LAKEVIEW UNITED METHODIST CARE CENTER, INC., LAKEVIEW UNITED METHODIST HEALTH CARE FOUNDATION, INC. AND MAPLEWOOD RESIDENT, 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 LAKEVIEW METHODIST HEALTH CARE CENTER 610 SUMMIT DRIVE FAIRMONT MN 56031 410874740 501(C)(3) 899401 0 REIMBURSEMENT FOR EXPENSES INCURRED DURING FISCAL YEAR 1 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES THAT HAS THE AUTHROITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL DIRECTOR RECEIVES THE INFORMATION FOR 990S AND REVEIWS THEM. THEN SENT ON TO ADMINISTRATOR AND FINALLY THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AS BOARD MEMBERS ARE CHOSEN TO SERVE, THE NOMINATING COMMITTEE REVIEWS POLICIES WITH THE, 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 POLICIES AND POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 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 2025. 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 FOR A STATED AND AGREED UPON PURPOSE. FORM 990, PART XI, LINE 9: EQUITY TRANSFER FROM RELATED ORGANIZATIONS 722,232. LAKEVIEW METHODIST HEALTH SERVICE 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 CENTER 610 SUMMIT DRIVE FAIRMONT MN 56031 410874740 HEALTH CARE CENTER MN 501(C)3 LINE 10 LAKEVIEW METHODIST HEALTH SERVICES INC 0 MAPLEWOOD RESIDENCE 610 SUMMIT DRIVE FAIRMONT MN 56031 363361594 HOUSING FOR THE ELDERLY MN 501(C)3 LINE 10 LAKEVIEW METHODIST HEALTH SERVICES INC 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0