LAKELAND CARE INCORPORATED: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAKELAND CARE INCORPORATED (EIN 81-3724993)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349311152
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:43:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OSHKOSH AVE SUITE 200 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813724993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND CARE INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 9209065100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N6654 ROLLING MEADOWS DRIVE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MUHLBAUER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9209065100 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | MUHLBAUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HOFKENS | PreparerPersonNm |
| PTIN | P01297845 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA MUHLBAUER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N6654 ROLLING MEADOWS DRIVE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $351,842,352 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKELANDCAREINC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ENRICHES LIVES OF ITS MEMBERS AND THEIR FAMILIES BY PROVIDING COORDINATED LONG-TERM HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 482 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $248,030,279 | PYContributionsGrantsAmt |
| CY Contributions Grants | $308,914,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,388,711 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,324,270 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,256 | CYInvestmentIncomeAmt |
| PY Other Revenue | $903,873 | PYOtherRevenueAmt |
| CY Other Revenue | $1,574,030 | CYOtherRevenueAmt |
| PY Total Revenue | $283,367,324 | PYTotalRevenueAmt |
| CY Total Revenue | $351,842,352 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,635,295 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,179,070 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $244,713,952 | PYOtherExpensesAmt |
| CY Other Expenses | $303,418,376 | CYOtherExpensesAmt |
| PY Total Expenses | $277,349,247 | PYTotalExpensesAmt |
| CY Total Expenses | $343,597,446 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,018,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,244,906 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,562,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,488,367 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,490,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,171,030 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,072,431 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,317,337 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EMPOWERING INDIVIDUALS. STRENGTHENING COMMUNITIES. INSPIRING FUTURES. ENRICHES LIVES OF ITS MEMBERS AND THEIR FAMILIES BY PROVIDING COORDINATED LONG-TERM HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $327,923,234 | ExpenseAmt |
| Revenue | $41,324,270 | RevenueAmt |
| Desc | LAKELAND CARE, INC. IS A NONPROFIT ORGANIZATION THAT IS MEMBER-CENTERED AND MISSION DRIVEN. LAKELAND CARE WAS ONE OF THE FIRST MANAGED CARE ORGANIZATIONS TO PROVIDE THE FAMILY CARE PROGRAM IN THE STATE OF WISCONSIN MORE THAN 20 YEARS AGO. FAMILY CARE HELPS ELIGIBLE ELDERS AND ADULTS WITH DISABILITIES LIVE INDEPENDENTLY AT HOME AND IN THEIR COMMUNITY. OUR MEMBERS PARTNER WITH CARE TEAMS AND LOCAL PROVIDERS TO GET THE SUPPORT AND SERVICES THEY NEED TO ACHIEVE THEIR GOALS. MEMBERS MAY CHOOSE TO SELF-DIRECT MOST SERVICES, AND INVITE FAMILY MEMBERS OR OTHERS TO BE PART OF THEIR CARE TEAM. LAKELAND CARE SERVES MORE THAN 7,000 MEMBERS THROUGHOUT 22 COUNTIES IN THE FOX VALLEY, NORTHEAST AND NORTH CENTRAL WISCONSIN. LAKELAND CARE CONTINUES TO BE THE FASTEST GROWING MANAGER CARE ORGANIZATION IN WISCONSIN. OVER NINETY-FIVE CENTS OF EVERY FAMILY CARE DOLLAR DIRECTLY SUPPORTS CARE FOR OUR MEMBERS. OUR FAMILY CARE PROGRAM OFFERS A WIDE ARRAY OF BENEFITS AND SERVICES TO MEET LONG-TERM CARE NEEDS. EXAMPLES OF SERVICES INCLUDE: CARE MANAGEMENT SERVICES PERSONAL CARE (BATH, DRESSING, ETC.) TRANSPORTATION MEAL PREP MONEY MANAGEMENT MEDICAL EQUIPMENT AND SUPPLIES THERAPY SERVICES HOME HEALTH SERVICES OUTPATIENT MENTAL HEALTH SERVICES NURSING HOME CARE SUPPORTIVE HOME CARE RESIDENTIAL CAREWHEN MEMBERS ENROLL WITH LAKELAND CARE, THEY WILL HAVE ACCESS TO AN EXTENSIVE NETWORK OF PROVIDERS ALLOWING THEM TO HAVE CHOICES FOR THE SERVICES THEY NEED. LAKELAND CARE PARTNERS WITH OVER 1,000 PROVIDERS THROUGHOUT TWENTY-TWO COUNTIES. LAKELAND CARE HAS CONSISTENTLY RECEIVED HIGH MARKS FROM THE STATE'S EXTERNAL QUALITY REVIEW ORGANIZATION, BOTH FOR QUALITY CARE STANDARDS AND MEMBER RECORDS. LAKELAND CARE'S MISSION IS TO ENRICH INDIVIDUALS' LIVES BY HONORING THEIR VALUES THROUGH HIGH QUALITY, COST EFFECTIVE CARE AND SUPPORTS. LAKELAND CARE IS A PERSON-CENTERED ORGANIZATION THAT COORDINATES CARE AND SUPPORTS TO BUILD AND SUSTAIN INDIVIDUALS' SUCCESS BY: DELIVERING HIGH QUALITY, COST-EFFECTIVE OPTIONS EXPANDING INDIVIDUALS' ACCESS AND CHOICES ENHANCING PARTNERSHIPS AND RESOURCES IMPROVING THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES AND COMMUNITIESEVERYONE AT LAKELAND CARE FOLLOWS THE GUIDING PRINCIPLES OF TEAMWORK, RESPECT, ACCOUNTABILITY, CUSTOMER SERVICE, AND COMMUNICATION TO DELIVER OUR MISSION. LAKELAND CARE IS EXCITED TO BE WORKING WITH INDEPENDENT CARE HEALTH PLAN, A WISCONSIN-BASED, MISSION-FOCUSED PARTNER TO OFFER AN INNOVATIVE NEW MEDICARE ADVANTAGE SPECIAL NEEDS PLAN - LAKELAND CARE +HEALTH (LC +H). LC +H IS AN OPTION AVAILABLE TO ELIGIBLE LOW-INCOME MEDICARE RECIPIENTS. LAKELAND CARE'S CARE TEAM IS ABLE TO PROVIDE ENROLLED INDIVIDUALS MORE INTEGRATED CARE FOCUSING ON AN INDIVIDUAL'S HEALTH CARE AND, WHERE ELIGIBLE, LONG-TERM CARE NEEDS. | Desc |
| Total Program Service Expenses | $327,923,234 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 482 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN BIZUB | PersonNm |
| Phone | 9209065860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N6654 ROLLING MEADOWS DRIVE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54937 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JIM BREY | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $719 | $0 | $0 | |
| ALLEN BUECHEL | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $578 | $0 | $0 | |
| JUDY GOLDSMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $528 | $0 | $0 | ||
| JIM KOZICZKOWSKI | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $638 | $0 | $0 | |
| LARRY LAUTENSCHLAGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $558 | $0 | $0 | ||
| TODD MOELY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $550 | $0 | $0 | ||
| TOM OTTO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $450 | $0 | $0 | ||
| JUDY RUGGIRELLO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $575 | $0 | $0 | ||
| BOB ZIEGELBAUER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $167 | $0 | $0 | ||
| MIKE KONECNY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $724 | $0 | $0 | ||
| BARB LARSON-HERBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $732 | $0 | $0 | ||
| SARA MUHLBAUER | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $185,000 | $0 | $12,282 | ||
| DANIEL BIZUB | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $144,253 | $0 | $27,824 | ||
| SUZANNE SINJAKOVIC | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | $139,828 | $0 | $14,931 | Yes (X) | ||
| JEN HARRISON | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $152,006 | $0 | $20,095 | Yes (X) | ||
| TERRY SCHMID | |||||||
| IT DIRECTOR | 40.00 | $105,647 | $0 | $29,865 | Yes (X) | ||
| JULIANNE COX | |||||||
| COMPLIANCE DIRECTOR | 40.00 | $106,352 | $0 | $14,372 | Yes (X) | ||
| MEGHAN HYLAND | |||||||
| QUALITY MEMBER AND SUPPORT DIRECTOR | 40.00 | $113,065 | $0 | $26,373 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $952,370 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,742 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOMES FOR INDEPENDENT LIVING | |||||
| PO BOX 278 | DOUSMAN | WI | 53118 | RESIDENTIAL SERVICES | $18,344,173 |
| CLARITY CARE INC | |||||
| 424 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | COMMUNITY BASED RESIDENTIAL FACILITY | $11,818,363 |
| REM WISCONSIN II INC | |||||
| 2005 W BELTLINE HWY | MADISON | WI | 53713 | RESIDENTIAL SERVICES | $11,033,806 |
| LKICHOICE | |||||
| 106 S BEAUMONT RD | PRAIRIE DU CHIEN | WI | 53821 | SELF DIRECTED SUPPORTS | $9,300,906 |
| INNOVATIVE WISCONSIN INC | |||||
| 2321 SAN LUIS PL | GREEN BAY | WI | 54304 | RESIDENTIAL SERVICES | $8,822,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 389 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $308,914,796 | GovernmentGrantsAmt |
| Total Contributions | $308,914,796 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ROOM AND BOARD | 900099 | $26,720,066 | $26,720,066 |
| COST SHARE | 900099 | $9,156,971 | $9,156,971 |
| RETRO RATE ADJUSTMENTS | 900099 | $5,304,897 | $5,304,897 |
| THIRD PARTY | 900099 | $142,336 | $142,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,324,270 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,256 | TotalRevenueColumnAmt |
| Exclusion | $29,256 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE-EXCLUDED-990 | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,574,030 | TotalRevenueColumnAmt |
| Exclusion | $1,574,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,574,030 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,842,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,324,270 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,603,286 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,478 | TotalAmt |
| Program Services | $56,322 | ProgramServicesAmt |
| Management And General | $319,156 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,305,628 | TotalAmt |
| Program Services | $21,217,655 | ProgramServicesAmt |
| Management And General | $7,087,973 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,785 | TotalAmt |
| Program Services | $158,668 | ProgramServicesAmt |
| Management And General | $899,117 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,163,711 | TotalAmt |
| Program Services | $7,032,277 | ProgramServicesAmt |
| Management And General | $1,131,434 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,276,468 | TotalAmt |
| Program Services | $1,768,987 | ProgramServicesAmt |
| Management And General | $507,481 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,216 | TotalAmt |
| Management And General | $38,216 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,674 | TotalAmt |
| Management And General | $138,674 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,219,787 | TotalAmt |
| Management And General | $2,219,787 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,687 | TotalAmt |
| Management And General | $90,687 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,527 | TotalAmt |
| Management And General | $87,527 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,697 | TotalAmt |
| Program Services | $633,477 | ProgramServicesAmt |
| Management And General | $189,220 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359,814 | TotalAmt |
| Program Services | $407,944 | ProgramServicesAmt |
| Management And General | $951,870 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,890 | TotalAmt |
| Management And General | $84,890 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,155 | TotalAmt |
| Program Services | $271,561 | ProgramServicesAmt |
| Management And General | $76,594 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,191 | TotalAmt |
| Management And General | $34,191 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,447 | TotalAmt |
| Program Services | $535,270 | ProgramServicesAmt |
| Management And General | $204,177 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,496 | TotalAmt |
| Management And General | $45,496 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROVIDER CARE FAMILY SE | $270,894,753 | $270,894,753 | |
| IBNR CLAIMS EXPENSE | $24,946,320 | $24,946,320 | |
| SUPPLIES EXPENSE | $88,481 | $88,481 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,241 | TotalAmt |
| Management And General | $1,479,241 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,597,446 | TotalAmt |
| Program Services | $327,923,234 | ProgramServicesAmt |
| Management And General | $15,674,212 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,612,779 | BOYAmt |
| EOY | $39,834,378 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,766,480 | BOYAmt |
| EOY | $5,536,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,342,065 | BOYAmt |
| EOY | $6,691,106 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,256 | BOYAmt |
| EOY | $861,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,838,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,348,697 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,648 | BOYAmt |
| EOY | $2,489,586 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,513 | BOYAmt |
| EOY | $75,577 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,562,741 | BOYAmt |
| EOY | $55,488,367 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,490,310 | BOYAmt |
| EOY | $28,171,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,490,310 | BOYAmt |
| EOY | $28,171,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,305,951 | BOYAmt |
| EOY | $21,781,099 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,766,480 | BOYAmt |
| EOY | $5,536,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,072,431 | BOYAmt |
| EOY | $27,317,337 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,562,741 | BOYAmt |
| EOY | $55,488,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,244,906 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $178,479,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,312,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,030,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308,914,796 | CurrentTaxYearAmt |
| Total | $940,737,018 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $178,479,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,312,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,030,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308,914,796 | CurrentTaxYearAmt |
| Total | $940,737,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $940,737,018 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,256 | CurrentTaxYearAmt |
| Total | $115,868 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,333,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $681,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $903,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,574,030 | CurrentTaxYearAmt |
| Total | $6,493,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $947,345,887 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $135,701,112 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2017 AMOUNT: $ 3,333,421. 2018 AMOUNT: $ 681,677. 2019 AMOUNT: $ 903,873. 2020 AMOUNT: $ 1,574,030. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $828,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $687,334 | DepreciationAmt |
| Book Value | $141,279 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,009,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,661,363 | DepreciationAmt |
| Book Value | $2,348,307 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,489,586 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $351,842,352 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $351,842,352 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $351,842,352 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $343,597,446 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $343,597,446 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $343,597,446 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LAKELAND CARE, INC. IS ORGANIZED AS A WISCONSIN NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTION 509(A)(1). WE ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, WE ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. WE FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT OUR UNRELATED BUSINESS TAXABLE INCOME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA MUHLBAUER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $185,000 | $0 | $0 | $0 | $0 | $0 | $5,667 | $0 | $6,615 | $0 | $197,282 | $0 | $0 | $0 |
| JEN HARRISON | ||||||||||||||
| CHIEF OPERATING OFFICER | $152,006 | $0 | $0 | $0 | $0 | $0 | $13,587 | $0 | $6,508 | $0 | $172,101 | $0 | $0 | $0 |
| DANIEL BIZUB | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $144,253 | $0 | $0 | $0 | $0 | $0 | $23,959 | $0 | $3,865 | $0 | $172,077 | $0 | $0 | $0 |
| SUZANNE SINJAKOVIC | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $139,828 | $0 | $0 | $0 | $0 | $0 | $12,999 | $0 | $1,932 | $0 | $154,759 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO FORMAL COMMITTEES IN 2020 ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | DAN BIZUB, CFO, AND JEFF TEIGEN, BUSINESS DIRECTOR, ARE THE PRIMARY CONTRIBUTORS TO THE FORM 990 AND TOGETHER REVIEW ALL QUESTIONS OF THE FORM 990 BEFORE SUBMISSION TO CLA. THE OTHER EXECUTIVES WILL GET COPIES OF THE FORM 990 FOR ADDITIONAL REVIEW. THESE CONTRIBUTIONS AND REVIEW HAPPEN BEFORE FILING WITH THE IRS. LCI WILL ALSO SEND COPIES TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONFIRMATION, IDEALLY BEFORE SUBMISSION TO THE IRS. IN 2020 HOWEVER THAT BOARD OF DIRECTOR REVIEW WAS NOT COMPLETED PRIOR TO FILING WITH THE IRS DUE TO TIMING ISSUES AND THE EFFECTS OF A GLOBAL PANDEMIC. THE EXTENT OF THE REVIEW VARIES. DAN BIZUB AND JEFF TEIGEN WILL REVIEW EACH QUESTION AND ANSWER. THE EXECUTIVE TEAM AT LCI WILL DO SO AS WELL UPON REQUEST OF DAN BIZUB OR JEFF TEIGEN. OTHERWISE THE EXECUTIVE TEAM AND BOARD OF DIRECTORS ARE PROVIDED COPIES WITH TIME TO INDIVIDUALLY REVIEW BEFORE BEING ASKED TO CONFIRM (DOCUMENTED IN MEETING MINUTES) THEIR INDIVIDUAL REVIEWS AND IF THERE ARE ANY QUESTIONS, COMMENTS OR CONCERNS. |
| 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 | PER THE TERMS OF LCI'S CEO SALARY ADMINISTRATION PROCEDURE, IT IS LCI'S POLICY TO ESTABLISH CHIEF EXECUTIVE OFFICER COMPENSATION ACCORDING TO OBJECTIVE CRITERIA EVALUATED AND APPLIED BY PERSONS WITHOUT A CONFLICT OF INTEREST IN STRICT CONFORMANCE WITH GUIDELINES ESTABLISHED BY THE INTERNAL REVENUE SERVICE FOR TAX-EXEMPT ORGANIZATIONS. SPECIFICALLY, THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES: APPROVAL BY PERSONS WITHOUT A CONFLICT OF INTEREST, USE OF COMPARABILITY DATA, TIMELY SUBSTANTIATION OF THE DELIVERATION AND DECISION, AND RECORDS COMPENSATION DELIBERATIONS IN THE BOARD OF DIRECTOR'S MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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