2026-06-29T12:53:46-05:00 2025-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2025-01-01 392006388 LAKE AREA FREE CLINIC INC LAKE 2625694990 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 PEG KOENIGS TREASURER 2625694990 2026-06-25 1 BRANDON PANKA P01596345 4142717800 2026-06-25 2025 2025-03-06 01:10:19Z PEG KOENIGS 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 3481436 0 X LAKEAREAFREECLINIC.ORG X 2001 WI PROVIDES HIGH-QUALITY MEDICAL AND DENTAL CARE TO LOW-INCOME RESIDENTS OF WAUKESHA COUNTY. 18 17 41 265 0 0 2302770 1715714 550098 512038 74034 84706 89430 71073 3016332 2383531 0 0 0 0 1695329 1942940 0 0 114408 631763 782682 2327092 2725622 689240 -342091 3820656 3337198 770222 603512 3050434 2733686 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. 0 0 2417029 512038 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. 2417029 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 3 0 1 41 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X PEG KOENIGS 2625694990 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 BRYAN BREESER PRESIDENT 5.00 X X 0 0 0 NANINE NELSON VICE PRESIDENT 1.00 X X 0 0 0 PEG KOENIGS TREASURER 5.00 X X 0 0 0 DR JAY PLUDEMAN MEDICAL DIRECTOR 2.00 X 0 0 0 RAMON AGUIRRE DIRECTOR 5.00 X 0 0 0 KATHY ALLEN DIRECTOR 1.00 X 0 0 0 BETH BOYER-RYAN DIRECTOR 5.00 X 0 0 0 NANCY BRADT SECRETARY 5.00 X X 0 0 0 MITZI CASS DIRECTOR 1.00 X 0 0 0 DR JESUS CASAS DIRECTOR 1.00 X 0 0 0 BRIDGET ESSMA DIRECTOR 5.00 X 0 0 0 DR ROBERT PANTHER DIRECTOR 1.00 X 0 0 0 DR ERIC RUIZ DIRECTOR 1.00 X 0 0 0 JOE SORUM DIRECTOR 1.00 X 0 0 0 JACALYN STETINA DIRECTOR 1.00 X 0 0 0 CHRISTINA WEIR DIRECTOR 1.00 X 0 0 0 MARK ZWASKA DIRECTOR 5.00 X 0 0 0 KAREN BIALAS DIRECTOR 1.00 X 0 0 0 MARY REICH EXECUTIVE DIRECTOR THROUGH JUNE 2025 40.00 X 59711 0 8914 AUDRA O'CONNELL EXECUTIVE DIRECTOR AS OF FEBRUARY 2025 40.00 X 100096 0 7617 ALICIA BUSH EMPLOYEE 40.00 X 153810 0 8814 PABLO FERNANDEZ EMPLOYEE THROUGH MAY 2025 40.00 X 102140 0 5064 MEGAN WALSH EMPLOYEE 40.00 X 103494 0 9105 CHRISTINA COPOULOS-SWANSON EMPLOYEE 40.00 X 118699 0 9061 637950 0 48575 5 0 1 0 0 198834 206291 1310589 278103 1715714 DENTAL SERVICES 621300 512038 512038 512038 65616 65616 1020197 1001107 19090 19090 19090 138010 198834 88232 49778 49778 26325 8566 17759 17759 OTHER INCOME 621110 3536 3536 3536 2383531 512038 0 155779 178956 89478 89478 1479564 1407211 72353 34314 28774 5540 112727 93819 18908 137379 125924 5499 5956 14100 10575 3525 8805 8805 106331 79748 26583 30873 30873 26671 12068 10904 3699 36558 27419 9139 111286 100157 11129 39045 39045 9476 9476 70072 70072 18703 14028 4675 MEDICAL SUPPLIES 270351 270351 DUES AND SUBSCRIPTIONS 16701 16701 REPAIRS AND MAINTENANCE 12594 12594 MISCELLANEOUS 9589 9589 1527 1527 2725622 2417029 194185 114408 546794 1261 841499 1000437 453403 301936 11795 12081 11188 87015 13334 27005 776274 534374 285913 241900 1052635 1125097 18533 24538 585562 515928 3820656 3337198 171573 74935 598649 528577 770222 603512 X 2641400 2466037 409034 267649 3050434 2733686 3820656 3337198 -342091 25343 0 X X 0 1 X 1 0 X 1214766 1685543 1505374 2302770 1715714 8424167 1214766 1685543 1505374 2302770 1715714 8424167 1419076 7005091 2160 4925 27690 74034 84706 193515 2562 28905 6500 6461 3536 47964 8665646 3242333 0.80840 0.85740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18533 4000 2249 244 24538 11807 5500 1395 169 18533 11000 890 83 11807 1.00000 1 0 480161 357626 122535 296113 176748 119365 241900 OPERATING LEASE RIGHT-OF-USE ASSET 515928 515928 OPERATING LEASE LIABILITY 528577 528577 X 2635156 25343 211170 30966 267479 2367677 8805 7049 15854 2383531 2951904 211170 30966 242136 2709768 8805 7049 15854 2725622 PART V, LINE 4: THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH THE WAUKESHA COUNTY COMMUNITY FOUNDATION, INC. (THE "FOUNDATION") TO FORM AN ENDOWMENT FUND TO BE KNOWN AS THE LAKE AREA FREE CLINIC ENDOWMENT FUND ("FUND"). THIS FUND CAME INTO EXISTENCE WHEN THE ORGANIZATION DELIVERED TO THE FOUNDATION AN INITIAL CHARITABLE INVESTMENT OF $10,000. THE TERMS OF THE AGREEMENT STATE THAT THE FUND MUST MAINTAIN A $10,000 BALANCE AT ALL TIMES. THE ASSETS OF THE FUND ARE ASSETS OF THE FOUNDATION AND NOT A SEPARATE TRUST. FUNDS ARE AVAILABLE FOR DISTRIBUTION TO THE ORGANIZATION IN ACCORDANCE WITH THE FOUNDATION'S DISTRIBUTION POLICIES IN ORDER THAT THE PRINCIPAL IS MAINTAINED AND PRESERVED. THE USE OF DISTRIBUTIONS IS AT THE DISCRETION OF THE ORGANIZATION AND IS THEREFORE UNRESTRICTED. THE PRINCIPAL MAY ONLY BE DISTRIBUTED FOR UNUSUAL CIRCUMSTANCES AND AT THE DISCRETION OF THE FOUNDATION'S BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED EXEMPT-FUNCTION INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. IN MANAGEMENT'S OPINION, THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS NOT REPORTED A CORRESPONDING LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 30,966. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND SUPPLIES 7,049. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 30,966. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND SUPPLIES 7,049. GALA 255474 194389 61085 1509 43185 1579 18992 2100 12991 CRIBBAGE TOURNAMENT 52558 52558 3 28812 4445 24367 590 151 450 941 5744 336844 198834 138010 2099 43336 2029 19933 2100 18735 88232 49778 26325 8452 114 1 1.00000 26325 8452 114 8566 17759 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALICIA BUSH EMPLOYEE 153810 0 0 0 0 0 4614 0 4200 0 162624 0 0 0 ANNA PLUDEMAN FAMILY RELATIONSHIP WITH BOARD MEMBER 102832 COMPENSATION FOR EMPLOYMENT, MEDICAL CLINIC MANAGER 0 SCHEDULE L PART IV DR. JAY PLUDEMAN IS A BOARD MEMBER BY VIRTUE OF HIS VOLUNTEER ROLE AS MEDICAL DIRECTOR X 1 21109 FAIR MARKET VALUE X 232 207819 COSTS OF SIMILAR GOODS X AUCTION PRIZES 137 41385 FAIR MARKET VALUE X GAME TICKETS 4 4016 FAIR MARKET VALUE X MISCELLANEOUS SUPPLIES 12 3033 FAIR MARKET VALUE X TRIVIA PRIZES 7 741 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. A COMPLETE COPY OF THE FORM 990 FILING IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE ADDRESSED AT EVERY BOARD MEETING. EACH BOARD MEMBER IS EXPECTED TO ANNUALLY SIGN THE CONFLICT OF INTEREST FORM DISCLOSING KNOWN CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 EVERY EMPLOYEE RECEIVES A REVIEW. THE EXECUTIVE DIRECTOR MAKES THE SALARY RECOMMENDATIONS WITH INPUT FROM THE MANAGEMENT TEAM. THE EXECUTIVE DIRECTORS PERFORMANCE AND SALARY IS REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS AND ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS