2026-08-06T14:28:21-05:00 2025-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2025-01-01 383674457 LAKELAND HOSPITAL AUXILIARY ST JOSEPH LAKE 2699838278 1234 NAPIER AVENUE ST JOSEPH MI 49085 JULIE ELLIOTT MANAGER 2699838278 2026-08-05 1 ALLISON ALLMAN P01991335 2699830131 2026-08-05 2025 2025-03-06 01:10:19Z LAKELAND HEALTH CARE AUXILIARY JULIE ELLIOTT 1234 NAPIER AVENUE ST JOSEPH MI 49085 1114533 0 X N/A X 2003 MI RENDER VOLUNTEER SERVICES TO COREWELL HEALTH SOUTH IN THE ST. JOSEPH, MI AREA. 7 7 0 0 0 0 3125 3533 0 0 2109 2890 432680 504609 437914 511032 39000 31172 0 0 0 0 0 0 0 306242 305092 345242 336264 92672 174768 611988 684342 362490 260076 249498 424266 RENDER VOLUNTEER SERVICES TO COREWELL HEALTH SOUTH IN THE ST. JOSEPH, MI AREA. 0 0 309849 31172 504609 PROVIDE FOOD AND BEVERAGES TO EMPLOYEES AND VISITORS OF COREWELL HEALTH SOUTH WITH ANY EXCESS REVENUES OVER EXPENDITURES TO BE CONTRIBUTED BACK TO THE COREWELL HEALTH SOUTH. 309849 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X X JULIE ELLIOTT 2699838278 1234 NAPIER AVENUE ST JOSEPH MI 49085 SHERRY WALES PRESIDENT 1.00 X X 0 0 0 ROSEANNE SCHRAMM TREASURER 1.00 X X 0 0 0 JENNIE STOCKS SECRETARY 1.00 X X 0 0 0 DEB TOUHEY DIRECTOR 1.00 X 0 0 0 DIANNE ROSS DIRECTOR 1.00 X 0 0 0 DOROTHY THAR DIRECTOR 1.00 X 0 0 0 LUCY MCCAUSLIN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3533 3533 2890 2890 1108023 603501 504522 504522 OTHER INCOME 561000 87 87 87 511032 504609 0 2890 X 17172 17172 14000 14000 1000 743 257 216495 196660 19835 21207 19675 1532 51813 48552 3261 50 35 15 3507 3094 413 MISCELLANEOUS 11020 9918 1102 336264 309849 26415 0 379730 479024 93719 66779 138539 138539 611988 684342 27889 25475 334601 234601 362490 260076 X 249498 424266 249498 424266 611988 684342 174768 0 X 0 0 0 X 11830 8240 6030 3125 3533 32758 -364387 71390 269536 430416 504522 911477 -352557 79630 275566 433541 508055 944235 0 0 0 944235 893 480 826 2109 2890 7198 893 480 826 2109 2890 7198 160 2179 2264 87 4690 -351504 80110 278571 437914 511032 956123 0.98760 0.98980 0.00750 0.00560 X 0 COREWELL HEALTH SOUTHWEST FOUNDATION 1234 NAPIER AVE ST JOSEPH MI 49085 382539929 501(C)(3) 0 15000 GALA CONTRIBUTION 1 SCHOLARSHIP 6 14000 FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE THE FOLLOWING TYPES OF MEMBERSHIP IN THIS ORGANIZATION: ACTIVE, LIFE OR HONORARY. A. ACTIVE MEMBERSHIP - ACTIVE MEMBERS ARE THOSE WHO REGULARLY PARTICIPATE IN ACTIVE SERVICE PROGRAMS OF LAKELAND HEALTH AUXILIARY, WHICH INCLUDE IN-SERVICE ASSIGNMENTS, FUNDRAISING ACTIVITIES AND/OR SPECIAL PROJECTS. B. LIFE OR HONORARY MEMBERS - LIFE OR HONORARY MEMBERS ARE THOSE WHO HAVE ACCUMULATED TWENTY OR MORE YEARS OF SERVICE TO LAKELAND HEALTH. ALL ACTIVE, LIFE AND HONORARY MEMBERS IN GOOD STANDING HAVE THE RIGHT TO VOTE, PARTICIPATE IN MEETINGS AND HOLD OFFICE IN THE LAKELAND HEALTH AUXILIARY SUBJECT TO CERTAIN LIMITATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION SHALL HAVE THE RIGHT TO NOMINATE QUALIFIED INDIVIDUALS TO THE NOMINATIONS COMMITTEE. ALL ACTIVE, LIFE AND HONORARY MEMBERS OF THE AUXILIARY ARE ELIGIBLE FOR NOMINATION TO AN ELECTED POSITION, EXCEPT TO THE OFFICE OF PRESIDENT, AFTER HAVING BEEN IN GOOD STANDING FOR AT LEAST ONE YEAR IMMEDIATELY PRECEDING THE ELECTION. THE NOMINATIONS COMMITTEE PRESENTS NOMINATED CANDIDATES TO THE BOARD OF DIRECTORS FOR APPROVAL. NOMINATIONS FOR OFFICE ARE ACCEPTED FROM THE GENERAL MEMBERHSIP PROVIDED THE PROPOSED CANDIDATE IS QUALIFIED FOR THE POSITION AND HIS/HER CONSENT HAS BEEN SECURED PRIOR TO THE ELECTION. FORM 990, PART VI, SECTION A, LINE 7B ALL ACTIONS OF THE AUXILIARY BOARD ARE SUBJECT TO THE APPROVAL OF THE LAKELAND BOARD OF DIRECTORS AS LIAISON THROUGH THE MANAGER OF VOLUNTEERS OF LAKELAND HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS COMPLETED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS AND A COPY GIVEN TO THE BOARD FOR REVIEW. UPON THE BOARD'S REVIEW AND APPROVAL, THE RETURN IS FILED ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C LAKELAND HEALTH AUTHORITY HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF COREWELL HEALTH SOUTH. THE CORPORATE COMPLIANCE DEPARTMENT, IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST DISCLOSURES SURVEY TO ALL CORPORATE AND SUBSIDIARY ORGANIZATION BOARD MEMBERS, EXECUTIVES, AND OTHER LEADERSHIP EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT, THROUGH THE GOVERNANCE COMMITTEE, COMPILES AND ANALYZES SURVEY DATA BY ORGANIZATION, INVESTIGATES, AND REVIEWS POTENTIAL CONFLICTS WITH THE ORGANIZATION'S CEO AND BOARD CHAIR, AND WHEN NECESSARY, RECOMMENDS ACTIONS TO BE TAKEN TO RESOLVE IDENTIFIED CONFLICTS. A COMPLETE REPORT OF ALL CORPORATE AND SUBSIDIARY BOARD MEMBER AND EXECUTIVE DISCLOSURES, CONFLICTS IDENTIFIED, AND ACTIONS TAKEN IS REVIEWED BY THE GOVERNANCE COMMITTEE, AND EACH SUBSIDIARY CEO AND BOARD CHAIR RECEIVES A REPORT SPECIFIC TO THEIR ORGANIZATION'S BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS FAILING TO COMPLETE A DISCLOSURE SURVEY OR INTENTIONALLY FAILING TO REPORT A KNOWN CONFLICT OF INTEREST ARE ASKED TO RESIGN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON AN AS REQUESTED BASIS. THE 990 CAN ALSO BE FOUND ON THIRD-PARTY WEBSITES. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 196,660. MANAGEMENT AND GENERAL EXPENSES 19,835. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,495.