Nonprofit · EIN 41-1386635
LAKEVIEW HEALTH FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55440
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,000,451 | $1,144,571 | -$144,120 | $9,089,994 | $1,720,141 | $7,369,853 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NANCY L EVERT | SECRETARY Officer | 0.5 | $0 | $830,206 | $248,257 |
| ALITA R RISINGER | CFO (JULY - DEC) Officer | 0.5 | $0 | $725,287 | $155,052 |
| BRANDI LUNNEBORG | PRESIDENT Officer | 1 | $0 | $708,122 | $144,394 |
| MELISSA SCHOENHERR | DIRECTOR Trustee or director | 1 | $0 | $482,380 | $116,172 |
| ABIGAIL M HELLER MD | DIRECTOR Trustee or director | 0.5 | $0 | $476,595 | $72,321 |
| DOUGLAS E JOHNSON | CFO (JAN - JUNE) Officer | 0 | $0 | $511,654 | $29,214 |
| EMILIENNE ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $258,660 | $29,297 |
| MICHELLE BOE | EXECUTIVE DIRECTOR Officer | 0.5 | $0 | $228,117 | $36,662 |
| MICHAEL SWISHER | DIRECTOR & VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTINE CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ARETTA RICE | DIRECTOR (JAN - MAY) Trustee or director | 1 | $0 | $0 | $0 |
| SUE SPERBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOWELL JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERTA SEUM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID REED | DIRECTOR & CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NANCY L EVERT | SECRETARY Officer | 0.5 | $0 | $811,272 | $238,674 |
| BRANDI LUNNEBORG | DIRECTOR & PRESIDENT Officer | 0.5 | $0 | $671,461 | $139,951 |
| DOUGLAS E JOHNSON | CFO Officer | 0.5 | $0 | $603,783 | $44,121 |
| ABIGAIL M HELLER MD | DIRECTOR Trustee or director | 0.5 | $0 | $536,628 | $69,047 |
| MELISSA SCHOENHERR | DIRECTOR Trustee or director | 0.5 | $0 | $464,047 | $111,422 |
| EMILIENNE ANDERSON | DIRECTOR Trustee or director | 0.5 | $0 | $253,764 | $25,767 |
| PAUL L ERICKSON | EXECUTIVE DIRECTOR (JAN-MAR) Officer | 49.5 | $0 | $171,415 | $20,907 |
| MICHELLE BOE | EXECUTIVE DIRECTOR (OCT-DEC) Officer | 0.5 | $0 | $50,105 | $7,583 |
| MICHAEL SWISHER | DIRECTOR Trustee or director | 0.08 | $0 | $0 | $0 |
| CHRISTINE CLARK | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| DAVID REED | DIRECTOR Trustee or director | 0.46 | $0 | $0 | $0 |
| CHRIS JESMER | DIRECTOR & CHAIR Trustee or director, Officer | 0.73 | $0 | $0 | $0 |
| ARETTA RICE | DIRECTOR Trustee or director | 1.15 | $0 | $0 | $0 |
| SUE SPERBER | DIRECTOR Trustee or director | 0.67 | $0 | $0 | $0 |
| LOWELL JOHNSON | DIRECTOR Trustee or director | 0.61 | $0 | $0 | $0 |
| ROBERTA SEUM | DIRECTOR Trustee or director | 0.46 | $0 | $0 | $0 |
| MARIA DENGLER | DIRECTOR 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
- Website
- WWW.LAKEVIEW.ORG
- 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.
Program accomplishments
- SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTSExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,000,451 | $1,144,571 | $9,089,994 | IRS |
| 990 | December 2023 | $1,425,739 | $2,073,571 | $10,040,976 | XML |
| 990 | December 2022 | $2,141,240 | $1,201,364 | $9,186,942 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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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