2024-07-11T10:35:50-05:00 2023-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2023-01-01 392006388 LAKE AREA FREE CLINIC INC LAKE 2625694990 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 PEG KOENIGS TREASURER 2625694990 2024-06-24 1 PEG KOENIGS 999009999 1 BRANDON PANKA P01596345 4142717800 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z PEG KOENIGS 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 2293518 0 X LAKEAREAFREECLINIC.ORG X 2001 WI PROVIDES HIGH-QUALITY MEDICAL AND DENTAL CARE TO LOW-INCOME RESIDENTS OF WAUKESHA COUNTY. 18 17 34 222 0 0 1685543 1505374 616936 597788 3793 27690 40064 36329 2346336 2167181 0 0 0 0 1241312 1389625 0 0 106013 536306 579891 1777618 1969516 568718 197665 2621346 2770307 470692 408402 2150654 2361905 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 1733585 597788 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 DETNAL HOME FOR THOSE IN NEED OF ACCESS TO BASIC DENTAL, EDUCATIONAL AND REFERRAL SERVICES. LAFC DENTAL SERVES MEDICAID AND UNINSURED ADULTS. 1733585 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 2 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WI X PEG KOENIGS 2625694990 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 JOYANN MCCHESNEY PRESIDENT 5.00 X X 0 0 0 BRYAN BREESER 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 DR ROBERT SCHWADE DENTAL DIRECTOR 10.00 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 LISA DREW PAST PRESIDENT 5.00 X 0 0 0 BRIDGET ESSMA DIRECTOR 5.00 X 0 0 0 LINDA MORONEY DIRECTOR 1.00 X 0 0 0 NANINE NELSON DIRECTOR 1.00 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 5.00 X 0 0 0 MARY REICH EXECUTIVE DIRECTOR 40.00 X 103847 0 19812 ALICIA BUSH EMPLOYEE 40.00 X 139730 0 8523 PABLO FERNANDEZ EMPLOYEE 40.00 X 222834 0 7457 466411 0 35792 3 0 1 0 0 179496 421616 904262 44714 1505374 DENTAL SERVICES 621300 597788 597788 597788 30130 30130 44339 46779 -2440 -2440 -2440 93262 179496 76769 16493 16493 16125 2789 13336 13336 OTHER INCOME 621110 6500 6500 6500 2167181 597788 0 64019 138588 69294 69294 1091740 1000049 13710 77981 20618 17118 3500 46229 42303 3926 92450 82046 5034 5370 14603 10952 3651 3640 3640 113695 112349 1346 18266 18266 33739 20065 11321 2353 1992 1494 498 100852 90767 10085 24571 24571 6087 6087 66152 66152 15653 11740 3913 MEDICAL SUPPLIES 125203 125203 REPAIRS AND MAINTENANCE 29573 29573 DUES AND SUBSCRIPTIONS 16182 16182 MISCELLANEOUS 7640 7640 2043 2043 1969516 1733585 129918 106013 1574615 419260 859479 197531 307931 28151 37036 18849 17130 6682 7722 729625 407994 365088 321631 74549 512684 11807 355881 275627 2621346 2770307 109535 124602 361157 283800 470692 408402 X 2041104 2144400 109550 217505 2150654 2361905 2621346 2770307 197665 13586 0 X X 0 1 X 1 0 X 890732 1230498 1214766 1685543 1505374 6526913 890732 1230498 1214766 1685543 1505374 6526913 253975 6272938 1898 1314 2160 4925 27690 37987 4958 2293 2562 28905 6500 45218 6610118 1884526 0.94900 0.95530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 480161 276620 203541 249464 131374 118090 321631 OPERATING LEASE RIGHT-OF-USE ASSET 275627 275627 OPERATING LEASE LIABILITY 283800 283800 X 2340879 13586 134184 29568 177338 2163541 3640 3640 2167181 2129628 134184 29568 163752 1965876 3640 3640 1969516 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 29,568. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 29,568. GALA 207888 168446 39442 38456 17654 1800 17850 CHRISTMAS ON ISTHMUS 9175 9175 55695 1875 53820 1009 272758 179496 93262 38456 17654 1800 18859 76769 16493 16125 2631 158 1 1.00000 16125 2631 158 2789 13336 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PABLO FERNANDEZ EMPLOYEE 222834 0 0 0 0 0 4457 0 3000 0 230291 0 0 0 ANNA PLUDEMAN VOLUNEER COORDINATOR FAMILY RELATIONSHIP WITH BOARD MEMBER 61317 COMPENSATION 0 SCHEDULE L PART IV DR. JAY PLUDEMAN IS A BOARD MEMBER BY VIRTUE OF HIS VOLUNTEER ROLE AS MEDICAL DIRECTOR X GALA AUCTION PRIZES 157 35931 FAIR MARKET VALUE X SUPPLIES 0 8783 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION IN NOVEMBER 2023. THE ARTICLES OF INCORPORATION INCLUDE OUTDATED LANGUAGE, AND DON'T RECOGNIZE THE EVOLUTION OF THE CLINIC. THE COMMITTEE PROPOSED TO STREAMLINE THE LANGUAGE IN ARTICLE III TO BE MORE CONTEMPORARY AND ACCURATE, AND ELIMINATE THE OLD, STILTED LANGUAGE. THEY WILL ALSO UPDATE THE PRINCIPAL OFFICE IN ARTICLE IV AND THE REGISTERED AGENT IN ARTICLE V. NO CHANGES TO THE BYLAWS ARE WARRANTED CURRENTLY. 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