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Nonprofit · EIN 41-1386635

LAKEVIEW HEALTH FOUNDATION

Tax-exempt · MINNEAPOLIS, MN 55440

Financials

$1.4M$2.1M2023$1M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of LAKEVIEW HEALTH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,000,451$1,144,571-$144,120$9,089,994$1,720,141$7,369,853
December 31, 2023990$1,425,739$2,073,571-$647,832$10,040,976$1,713,997$8,326,979
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$729,204
Program service revenue
$0
Investment income
$270,247
Net gain from sales of assets
$51,989
Net income from fundraising events
$1,000
Other revenue
$1,000

Expenses

Grants and similar amounts paid
$1,144,571
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,144,571

Balance sheet and other

Total assets, start of year
$10,040,976
Total assets, end of year
$9,089,994
Total liabilities, end of year
$1,720,141
Net assets, end of year
$7,369,853
Publicly traded securities
$4,999,461
Net assets without donor restrictions
$1,143,806
Net assets with donor restrictions
$6,226,047
Gross receipts
$1,083,669
Employees
0
Volunteers
25
Year formed
1977
State of legal domicile
MN

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, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
NANCY L EVERTSECRETARY
Officer
0.5$0$830,206$248,257
ALITA R RISINGERCFO (JULY - DEC)
Officer
0.5$0$725,287$155,052
BRANDI LUNNEBORGPRESIDENT
Officer
1$0$708,122$144,394
MELISSA SCHOENHERRDIRECTOR
Trustee or director
1$0$482,380$116,172
ABIGAIL M HELLER MDDIRECTOR
Trustee or director
0.5$0$476,595$72,321
DOUGLAS E JOHNSONCFO (JAN - JUNE)
Officer
0$0$511,654$29,214
EMILIENNE ANDERSONDIRECTOR
Trustee or director
1$0$258,660$29,297
MICHELLE BOEEXECUTIVE DIRECTOR
Officer
0.5$0$228,117$36,662
MICHAEL SWISHERDIRECTOR & VICE CHAIR
Trustee or director, Officer
1$0$0$0
CHRISTINE CLARKDIRECTOR
Trustee or director
1$0$0$0
ARETTA RICEDIRECTOR (JAN - MAY)
Trustee or director
1$0$0$0
SUE SPERBERDIRECTOR
Trustee or director
1$0$0$0
LOWELL JOHNSONDIRECTOR
Trustee or director
1$0$0$0
ROBERTA SEUMDIRECTOR
Trustee or director
1$0$0$0
DAVID REEDDIRECTOR & CHAIR
Trustee or director, Officer
2$0$0$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
NANCY L EVERTSECRETARY
Officer
0.5$0$811,272$238,674
BRANDI LUNNEBORGDIRECTOR & PRESIDENT
Officer
0.5$0$671,461$139,951
DOUGLAS E JOHNSONCFO
Officer
0.5$0$603,783$44,121
ABIGAIL M HELLER MDDIRECTOR
Trustee or director
0.5$0$536,628$69,047
MELISSA SCHOENHERRDIRECTOR
Trustee or director
0.5$0$464,047$111,422
EMILIENNE ANDERSONDIRECTOR
Trustee or director
0.5$0$253,764$25,767
PAUL L ERICKSONEXECUTIVE DIRECTOR (JAN-MAR)
Officer
49.5$0$171,415$20,907
MICHELLE BOEEXECUTIVE DIRECTOR (OCT-DEC)
Officer
0.5$0$50,105$7,583
MICHAEL SWISHERDIRECTOR
Trustee or director
0.08$0$0$0
CHRISTINE CLARKDIRECTOR
Trustee or director
0.23$0$0$0
DAVID REEDDIRECTOR
Trustee or director
0.46$0$0$0
CHRIS JESMERDIRECTOR & CHAIR
Trustee or director, Officer
0.73$0$0$0
ARETTA RICEDIRECTOR
Trustee or director
1.15$0$0$0
SUE SPERBERDIRECTOR
Trustee or director
0.67$0$0$0
LOWELL JOHNSONDIRECTOR
Trustee or director
0.61$0$0$0
ROBERTA SEUMDIRECTOR
Trustee or director
0.46$0$0$0
MARIA DENGLERDIRECTOR
Trustee or director
0.57$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 1309, MINNEAPOLIS, MN 55440-1309
Principal officer (990 for 2024)
ALITA R RISINGER, 8170 33RD AVENUE SOUTH PO BOX 1309, MINNEAPOLIS, MN 554401309
Signed the 990
ALITA R RISINGER, CFO
Phone
(952) 883-6584
Return prepared by
KPMG LLP

Mission

LAKEVIEW HEALTH FOUNDATION (THE FOUNDATION), THROUGH PHILANTHROPY, DEVELOPS RESOURCES TO IDENTIFY AND SUPPORT INITIATIVES THAT ENABLE LAKEVIEW HEALTH (LH) TO FULFILL ITS MISSION - TO PROMOTE AND SPONSOR SUPERIOR HEALTH AND WELL-BEING SERVICES.

990 for the year ended December 31, 2024

Program accomplishments

  • SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS
    Expenses $1,144,571 · grants $1,144,571

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-1386635
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
1977
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E22)
Assets (IRS master file)
$9,089,994
Income (IRS master file)
$1,083,669

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,000,451$1,144,571$9,089,994IRS
990December 2023$1,425,739$2,073,571$10,040,976XML
990December 2022$2,141,240$1,201,364$9,186,942IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2017–––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 41-1386635).

Questions about LAKEVIEW HEALTH FOUNDATION

What is the EIN of LAKEVIEW HEALTH FOUNDATION?
The employer identification number (EIN) of LAKEVIEW HEALTH FOUNDATION is 41-1386635.
Is LAKEVIEW HEALTH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to LAKEVIEW HEALTH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKEVIEW HEALTH FOUNDATION 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 LAKEVIEW HEALTH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKEVIEW HEALTH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LAKEVIEW HEALTH FOUNDATION?
The 990 for the year ended December 31, 2024 names ALITA R RISINGER.
Who are the officers and directors of LAKEVIEW HEALTH FOUNDATION?
The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
How much revenue does LAKEVIEW HEALTH FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,000,451, expenses of $1,144,571 and total assets of $9,089,994 at year end.

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