Nonprofit · EIN 39-2006388
LAKE AREA FREE CLINIC INC
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,383,531 | $2,725,622 | -$342,091 | $3,337,198 | $603,512 | $2,733,686 |
| December 31, 2024 | 990 | $3,016,332 | $2,327,092 | $689,240 | $3,820,656 | $770,222 | $3,050,434 |
| December 31, 2023 | 990 | $2,167,181 | $1,969,516 | $197,665 | $2,770,307 | $408,402 | $2,361,905 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,715,714
- of which government grants
- $206,291
- Program service revenue
- $512,038
- Investment income
- $84,706
- Net gain from sales of assets
- $19,090
- Net income from fundraising events
- $49,778
- Net income from gaming
- $17,759
- Other revenue
- $71,073
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $178,956
- Other salaries and wages
- $1,479,564
- Salaries, compensation and benefits (total)
- $1,942,940
- Professional fundraising fees
- $0
- Accounting fees
- $14,100
- Occupancy
- $111,286
- Travel
- $39,045
- Depreciation
- $70,072
- Program services (functional)
- $2,417,029
- Management and general (functional)
- $194,185
- Fundraising (functional)
- $114,408
Balance sheet and other
- Total assets, start of year
- $3,820,656
- Total assets, end of year
- $3,337,198
- Total liabilities, end of year
- $603,512
- Net assets, end of year
- $2,733,686
- Land, buildings and equipment
- $241,900
- Publicly traded securities
- $1,125,097
- Net assets without donor restrictions
- $2,466,037
- Net assets with donor restrictions
- $267,649
- Gross receipts
- $3,481,436
- Employees
- 41
- Volunteers
- 265
- Year formed
- 2001
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALICIA BUSH | EMPLOYEE Highest-paid employee | 40 | $153,810 | $8,814 |
| CHRISTINA COPOULOS-SWANSON | EMPLOYEE Highest-paid employee | 40 | $118,699 | $9,061 |
| MEGAN WALSH | EMPLOYEE Highest-paid employee | 40 | $103,494 | $9,105 |
| AUDRA O'CONNELL | EXECUTIVE DIRECTOR AS OF FEBRUARY 2025 Officer | 40 | $100,096 | $7,617 |
| PABLO FERNANDEZ | EMPLOYEE THROUGH MAY 2025 Highest-paid employee | 40 | $102,140 | $5,064 |
| MARY REICH | EXECUTIVE DIRECTOR THROUGH JUNE 2025 Officer | 40 | $59,711 | $8,914 |
| BRYAN BREESER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| NANINE NELSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PEG KOENIGS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DR JAY PLUDEMAN | MEDICAL DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAMON AGUIRRE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATHY ALLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| NANCY BRADT | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MITZI CASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JESUS CASAS | DIRECTOR Trustee or director | 1 | $0 |
| BRIDGET ESSMA | DIRECTOR Trustee or director | 5 | $0 |
| DR ROBERT PANTHER | DIRECTOR Trustee or director | 1 | $0 |
| DR ERIC RUIZ | DIRECTOR Trustee or director | 1 | $0 |
| JOE SORUM | DIRECTOR Trustee or director | 1 | $0 |
| JACALYN STETINA | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINA WEIR | DIRECTOR Trustee or director | 1 | $0 |
| MARK ZWASKA | DIRECTOR Trustee or director | 5 | $0 |
| KAREN BIALAS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PABLO FERNANDEZ | EMPLOYEE Highest-paid employee | 40 | $226,358 | $15,054 |
| ALICIA BUSH | EMPLOYEE Highest-paid employee | 40 | $166,744 | $9,069 |
| MARY REICH | EXECUTIVE DIRECTOR Officer | 40 | $107,000 | $17,311 |
| MEGAN WALSH | EMPLOYEE Highest-paid employee | 40 | $100,654 | $6,000 |
| JOYANN MCCHESNEY | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| BRYAN BREESER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PEG KOENIGS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DR JAY PLUDEMAN | MEDICAL DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR ROBERT SCHWADE | DENTAL DIRECTOR Trustee or director | 10 | $0 | $0 |
| RAMON AGUIRRE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATHY ALLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| NANCY BRADT | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MITZI CASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA DREW | PAST PRESIDENT Trustee or director | 5 | $0 | $0 |
| BRIDGET ESSMA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TERRY LADWIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANINE NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ROBERT PANTHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ERIC RUIZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE SORUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACALYN STETINA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KAREN BIALAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PABLO FERNANDEZ | EMPLOYEE Highest-paid employee | 40 | $222,834 | $7,457 |
| ALICIA BUSH | EMPLOYEE Highest-paid employee | 40 | $139,730 | $8,523 |
| MARY REICH | EXECUTIVE DIRECTOR Officer | 40 | $103,847 | $19,812 |
| JOYANN MCCHESNEY | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| BRYAN BREESER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PEG KOENIGS | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DR JAY PLUDEMAN | MEDICAL DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR ROBERT SCHWADE | DENTAL DIRECTOR Trustee or director | 10 | $0 | $0 |
| RAMON AGUIRRE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATHY ALLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| NANCY BRADT | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MITZI CASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA DREW | PAST PRESIDENT Trustee or director | 5 | $0 | $0 |
| BRIDGET ESSMA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LINDA MORONEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANINE NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ROBERT PANTHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ERIC RUIZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE SORUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACALYN STETINA | DIRECTOR Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 856 ARMOUR RD STE B, OCONOMOWOC, WI 53066-3976
- In care of
- % DENNIS J PURTELL
- Principal officer (990 for 2025)
- PEG KOENIGS, 856 ARMOUR ROAD UNIT B, OCONOMOWOC, WI 53066
- Signed the 990
- PEG KOENIGS, TREASURER
- Phone
- (262) 569-4990
- Website
- LAKEAREAFREECLINIC.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
THE LAKE AREA FREE CLINIC IS THE MEDICAL AND DENTAL HOME TO LOW-INCOME RESIDENTS OF WAUKESHA COUNTY. THE MISSION IS TO PROVIDE HIGH-QUALITY COMPREHENSIVE HEALTH CARE TO THOSE IN NEED.
Program accomplishments
- LAKE AREA FREE CLINIC IS THE MEDICAL HOME TO ADULTS AND PROVIDES ACUTE AND CHRONIC CARE SERVICES AND SPECIALITIES INCLUDE: CARDIOLOGY, DERMATOLOGY, INTERNAL MEDICINE, GYNECOLOGY, HEPATOLOGY, HEMATOLOGY, RHEUMATOLOGY, NEPHROLOGY, NEUROLOGY, PHYSICAL THERAPY, MENTAL HEALTH, ORTHOPEDICS, WELLNESS, AND COMPREHENSIVE DIABETES CLINIC. LAFC DETNAL IS THE 7-CHAIR DENTAL HOME FOR THOSE IN NEED OF ACCESS TO BASIC DENTAL, EDUCATIONAL AND REFERRAL SERVICES. LAFC DENTAL SERVES MEDICAID AND UNINSURED ADULTS.Expenses $2,417,029 · revenue $512,038
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-2006388
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $3,337,198
- Income (IRS master file)
- $3,481,436
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,383,531 | $2,725,622 | $3,337,198 | XML |
| 990 | December 2024 | $3,016,332 | $2,327,092 | $3,820,656 | IRS |
| 990 | December 2023 | $2,167,181 | $1,969,516 | $2,770,307 | XML |
| 990 | December 2022 | $2,346,336 | $1,777,618 | $2,621,346 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-2006388).
Questions about LAKE AREA FREE CLINIC INC
- What is the EIN of LAKE AREA FREE CLINIC INC?
- The employer identification number (EIN) of LAKE AREA FREE CLINIC INC is 39-2006388.
- Is LAKE AREA FREE CLINIC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LAKE AREA FREE CLINIC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE AREA FREE CLINIC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKE AREA FREE CLINIC INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE AREA FREE CLINIC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LAKE AREA FREE CLINIC INC?
- The 990 for the year ended December 31, 2025 names PEG KOENIGS.
- Who are the officers and directors of LAKE AREA FREE CLINIC INC?
- The 990 for the year ended December 31, 2025 lists 24 people; 6 received compensation from the organization, the highest $153,810 (ALICIA BUSH, EMPLOYEE).
- How much revenue does LAKE AREA FREE CLINIC INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,383,531, expenses of $2,725,622 and total assets of $3,337,198 at year end.
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