2024-11-05T15:33:51-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 813724993 LAKELAND CARE INCORPORATED LAKE 9209065100 N6654 ROLLING MEADOWS DRIVE FOND DU LAC WI 54937 SARA MUHLBAUER CHIEF EXECUTIVE OFFICER 9209065100 2024-11-05 1 0 KRISTEN DONLEVY P01670215 4144761880 2024-11-05 2023 2024-10-15 13:58:12Z SARA MUHLBAUER N6654 ROLLING MEADOWS DRIVE FOND DU LAC WI 54937 382513242 0 X WWW.LAKELANDCAREINC.COM X 2000 WI ENRICHES LIVES OF ITS MEMBERS AND THEIR FAMILIES BY PROVIDING COORDINATED LONG-TERM HEALTH. 10 10 691 0 0 0 343228508 340796193 33791623 39847220 372186 1703098 7025 165635 377399342 382512146 0 0 0 0 42669510 48050954 0 0 0 320963979 346384862 363633489 394435816 13765853 -11923670 89759641 81217043 39187706 42251432 50571935 38965611 X EMPOWERING INDIVIDUALS. STRENGTHENING COMMUNITIES. INSPIRING FUTURES. 0 0 376299087 39847220 LAKELAND CARE, INC. IS A LOCAL, MISSION DRIVEN NON-PROFIT ORGANIZATION THAT PROVIDES THE FAMILY CARE BENEFIT TO ELIGIBLE WISCONSINITES IN 22 COUNTIES ACROSS NORTHEAST AND NORTH CENTRAL WISCONSIN. THE FAMILY CARE PROGRAM SUPPORTS INDIVIDUALS WITH DIFFERENT ABILITIES AND ELDERLY INDIVIDUALS THAT REQUIRE A LEVEL OF SUPPORT TO REMAIN LIVING INDEPENDENTLY IN THEIR COMMUNITY. LAKELAND CARE SUPPORTS MORE THAN 7,282 MEMBERS, CONTRACTS WITH OVER 1,000 PROVIDERS AND EMPLOYS OVER 550 PEOPLE. THE FAMILY CARE PROGRAM IS NOW AN ENTITLEMENT PROGRAM OFFERED THROUGH THE WISCONSIN DEPARTMENT OF HEALTH SERVICES AND IS A 1915(C) WAIVER THAT ALLOWS STATES TO USE NURSING HOME FUNDING TO SUPPORT INDIVIDUALS IN THEIR COMMUNITY. LAKELAND CARE, INC. PROVIDES THE SERVICE OF CARE MANAGEMENT TO ENROLL MEMBERS OF THE PROGRAM. CARE MANAGEMENT INCLUDES COORDINATION OF CARE, FINDING SERVICES AND PROVIDERS TO ASSIST IN MEETING INDIVIDUAL NEEDS AS WELL AS COORDINATING NATURAL SUPPORTS FOR AN INDIVIDUAL. LAKELAND CARE, INC. USES APPROXIMATELY $0.99 OF EVERY $1.00 ON MEMBER SERVICES, $0.04 OF EVERY $1.00 ON ADMINISTRATIVE SERVICES. 376299087 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 108 0 691 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X DAN BIZUB 2622272445 1530 PAMME COURT WEST BEND WI 53090 JUDY RIGGIRELIO PAST DIRECTOR 1.00 X 0 0 0 LARRY LAUTENSCHLAGER PAST DIRECTOR 1.00 X 0 0 0 TODD MOELY PAST VICE PRESIDENT 1.00 X 500 0 0 MIKE KONECHNY PRESIDENT 1.00 X X 750 0 0 BARB LARSON-HERBER VICE PRESIDENT 1.00 X X 0 0 0 BOB ZIEGELBAUER PAST SECRETARY/TREASURER 1.00 X 0 0 0 STUART KUZIK TREASURER 1.00 X X 600 0 0 JULIE SPANBAUER DIRECTOR 1.00 X 550 0 0 JULIE KONS DIRECTOR 1.00 X 150 0 0 SARA MUHLBAUER CHIEF EXECUTIVE OFFICER 40.00 X 228064 0 28255 DANIEL BIZUB CHIEF FINANCIAL OFFICER 40.00 X 185703 0 26408 SUZANNE SINJAKOVIC CHIEF ADMINISTRATIVE OFFICER 40.00 X 181101 0 26407 JEN HARRISON CHIEF PROGRAM OFFICER 40.00 X 186139 0 17945 ANGELA BEATY PAST PROVIDER RELATIONS & CONTRACT DIRECTOR 40.00 X 117135 0 10039 LISA RAMMINGER-SUTHEIMER PAST BUSINESS DIRECTOR 40.00 X 116491 0 18638 CASEY PENROD IT DIRECTOR 40.00 X 118470 0 18713 MISTY PICKETT MISSION IMPACT & COMMUNITY ENGAGEMENT DIRECTOR 40.00 X 116107 0 18076 VERONICA DEANS PAST HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT 40.00 X 113938 0 5144 1365698 0 169625 14 0 1 0 HOMES FOR INDEPENDENT LIVING PO BOX 278 DOUSMAN WI 531180278 RESIDENTIAL CARE 21321638 CLARITY CARE INC 424 WASHINGTON AVENUE OSHKOSH WI 549015044 RESIDENTIAL CARE 12001682 GUARDIANTRAC LLC 215 BROADUS ST STURGIS MI 490911384 HOME CARE 11173048 LKICHOICE 708 ERIE AVE STE 201 SHEBOYGAN WI 530814060 HOME CARE 10659059 REM WISCONSIN II INC 2005 W BELTLINE HWY MADISON WI 537132314 RESIDENTIAL CARE 7645928 5 340796193 340796193 ROOM AND BOARD 624100 27049576 27049576 COST SHARE 624100 9382405 9382405 RETRO RATE ADJUSTMENTS 624100 2711290 2711290 CONTRACT REVENUE 624100 408086 408086 COST SETTLEMENT 624100 206293 206293 89570 89570 39847220 1614981 1614981 89213 0 1096 89213 -1096 88117 88117 MICE REVENUE 900099 162550 162550 MISCELLANEOUS REVENUE 900099 3070 3070 REFUNDS/REIMBURSEMENTS 900099 15 15 165635 382512146 39847220 0 1868733 471040 70657 400383 33981935 25573376 8408559 1176176 898468 277708 9999665 7518131 2481534 2422138 1817018 605120 56874 56874 136969 136969 35549 35549 1203771 1203771 190080 190080 277843 277843 2418758 1189787 1228971 1235767 372594 863173 1454588 1256480 198108 56022 48392 7630 970399 679077 291322 231134 231134 PROVIDER CARE FAMILY SE 337226832 336775931 450901 SUPPLIES EXPENSE 366060 95519 270541 ORGANIZATIONAL DUES 84047 84047 TEAM BUILDING 78433 78433 361736 3657 358079 394435816 376299087 18136729 0 54516577 30271325 6298166 29835290 2979963 9741683 1761190 769999 7688479 5609959 2427025 2078520 20265553 7088301 0 100000 1511167 1331925 89759641 81217043 39187706 41376859 0 874573 39187706 42251432 X 43674765 32554870 6897170 6410741 50571935 38965611 89759641 81217043 -11923670 317346 0 X 0 1 X 1 0 X 248030279 308914796 307134663 343228508 340796193 1548104439 248030279 308914796 307134663 343228508 340796193 1548104439 1548104439 44461 29256 8294 372186 1614981 2069178 4746 4746 903873 1574030 4202565 7025 165635 6853128 1557031491 197030791 0.99430 0.99450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 903,873. 2020 AMOUNT: $ 1,574,030. 2021 AMOUNT: $ 4,202,565. 2022 AMOUNT: $ 7,025. 2023 AMOUNT: $ 165,635. 759161 721907 37254 6929318 4888052 2041266 2078520 OPERATING LEASE LIABILITY 874573 874573 382707636 317346 317346 382390290 121856 121856 382512146 394313960 0 394313960 121856 121856 394435816 PART XI, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR EXPENSE 6,713. PRIOR YEAR ADJUSTMENT - OTHER EXPENSE 114,330. OTHER NONOPERATING EXPENSES 813. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR EXPENSE 6,713. PRIOR YEAR ADJUSTMENT - OTHER EXPENSE 114,330. OTHER NONOPERATING EXPENSES 813. 1 X X X 0 0 0 0 0 0 0 0 0 SARA MUHLBAUER CHIEF EXECUTIVE OFFICER 228064 0 0 0 0 0 14360 0 13895 0 256319 0 0 0 DANIEL BIZUB CHIEF FINANCIAL OFFICER 185703 0 0 0 0 0 12524 0 13884 0 212111 0 0 0 SUZANNE SINJAKOVIC CHIEF ADMINISTRATIVE OFFICER 181101 0 0 0 0 0 12523 0 13884 0 207508 0 0 0 JEN HARRISON CHIEF PROGRAM OFFICER 186139 0 0 0 0 0 12535 0 5410 0 204084 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICER PRIOR TO SUBMITTING TO CLA. THE GOVERNING BODY, CHIEF PROGRAM OFFICER AND CHIEF ADMINISTRATIVE OFFICER WILL REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THROUGH ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO STAFF AND BOARD MEMBERS. ALL NEW HIRES RECEIVE UPON HIRE. ADDITIONALLY, THROUGH LCI'S CONFLICT OF INTEREST POLICY, STAFF AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTERESTS THAT ARISE DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 LCI WILL WORK WITH AN INDEPENDENT THIRD PARTY TO PROVIDE RELEVANT DATA TO THE BOARD OF DIRECTORS, AS IT RELATES TO THE CEO COMPENSATION. 1. INCREASE GUIDELINES A. CEO SALARY INCREASES SHALL OCCUR ANNUALLY AND COINCIDE WITH THE CEO EVALUATION PROCESS. B. AN INDEPENDENT THIRD-PARTY THAT IS RECOGNIZED TO HAVE THE REQUISITE BACKGROUND, EXPERIENCE, AND QUALIFICATIONS TO PROVIDE AN UNBIASED REPORT TO THE BOARD OF DIRECTORS, AT LEAST BIANNUALLY. UPON COMPLETION OF SUCH REVIEW BY AN INDEPENDENT THIRD PARTY AND RECEIPT OF THE THIRD-PARTY REPORT, IF ANY, THE BOARD OF DIRECTORS WILL APPROVE THE COMPENSATION OF THE CEO. 2. EFFECTIVE DATE OF CEO'S SALARY INCREASE A. THE EFFECTIVE DATE OF THE CEO'S SALARY INCREASE IS THE PAY PERIOD CORRESPONDING TO THE FIRST PAY DATE OF JULY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LAKELAND CARE PLUS INC N6654 ROLLING MEADOWS DRIVE FOND DU LAC WI 54937 920244112 CONSULTING SERVICES WI LAKELAND CARE INCORPORATED C -157616 34853 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0