2025-05-13T10:28:54-05:00 2024-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-01-01 392006388 LAKE AREA FREE CLINIC INC LAKE 2625694990 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 PEG KOENIGS TREASURER 2625694990 2025-05-08 1 1 BRANDON PANKA P01596345 4142717800 2024 2025-03-06 01:10:19Z PEG KOENIGS 856 ARMOUR ROAD UNIT B OCONOMOWOC WI 53066 4129723 0 X LAKEAREAFREECLINIC.ORG X 2001 WI PROVIDES HIGH-QUALITY MEDICAL AND DENTAL CARE TO LOW-INCOME RESIDENTS OF WAUKESHA COUNTY. 19 18 37 240 0 0 1505374 2302770 597788 550098 27690 74034 36329 89430 2167181 3016332 0 0 0 0 1389625 1695329 0 0 113939 579891 631763 1969516 2327092 197665 689240 2770307 3820656 408402 770222 2361905 3050434 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 2036771 550098 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. 2036771 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 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 4 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 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 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 TERRY LADWIG 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 KAREN BIALAS DIRECTOR 1.00 X 0 0 0 MARY REICH EXECUTIVE DIRECTOR 40.00 X 107000 0 17311 ALICIA BUSH EMPLOYEE 40.00 X 166744 0 9069 PABLO FERNANDEZ EMPLOYEE 40.00 X 226358 0 15054 MEGAN WALSH EMPLOYEE 40.00 X 100654 0 6000 600756 0 47434 4 0 1 0 0 172166 486531 1644073 8903 2302770 DENTAL SERVICES 621300 550098 550098 550098 47750 47750 1091308 1065024 26284 26284 26284 114987 172166 44048 70939 70939 16349 4319 12030 12030 OTHER INCOME 621110 6461 6461 6461 3016332 550098 0 163464 144392 72196 72196 1311260 1221235 10181 79844 31375 26384 4991 99080 83174 15906 109222 99027 4894 5301 13050 9788 3262 7767 7767 102406 76805 25601 23947 23947 26697 14129 10601 1967 22019 16514 5505 106052 95447 10605 36180 36180 8561 8561 69232 69232 19492 14619 4873 MEDICAL SUPPLIES 152567 152567 REPAIRS AND MAINTENANCE 21653 21653 DUES AND SUBSCRIPTIONS 13209 13209 MISCELLANEOUS 6051 6051 2880 2880 2327092 2036771 176382 113939 419260 546794 859479 841499 307931 453403 37036 11795 17130 11188 7722 13334 763139 477226 321631 285913 512684 1052635 11807 18533 275627 585562 2770307 3820656 124602 171573 283800 598649 408402 770222 X 2144400 2641400 217505 409034 2361905 3050434 2770307 3820656 689240 -711 0 X X 0 1 X 1 0 X 1230498 1214766 1685543 1505374 2302770 7938951 1230498 1214766 1685543 1505374 2302770 7938951 997631 6941320 1314 2160 4925 27690 74034 110123 2293 2562 28905 6500 6461 46721 8095795 2565960 0.85740 0.94900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 480161 317514 162647 282978 159712 123266 285913 OPERATING LEASE RIGHT-OF-USE ASSET 585562 585562 OPERATING LEASE LIABILITY 598649 598649 X 3252109 -711 223085 21503 243877 3008232 7767 333 8100 3016332 2563580 223085 21503 244588 2318992 7767 333 8100 2327092 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 21,503. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND SUPPLIES 333. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 21,503. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND SUPPLIES 333. GALA 212611 160069 52542 5497 2229 1035 21320 1800 8779 CHRISTMAS ON ISTHMUS 10102 10102 2 64440 1995 62445 585 259 550 1725 269 287153 172166 114987 6082 2488 1585 23045 1800 9048 44048 70939 16349 648 3513 158 1 1.00000 16349 648 3513 158 4319 12030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PABLO FERNANDEZ EMPLOYEE 226358 0 0 0 0 0 9054 0 6000 0 241412 0 0 0 ALICIA BUSH EMPLOYEE 166744 0 0 0 0 0 4869 0 4200 0 175813 0 0 0 ANNA PLUDEMAN VOLUNEER COORDINATOR FAMILY RELATIONSHIP WITH BOARD MEMBER 86050 COMPENSATION 0 SCHEDULE L PART IV DR. JAY PLUDEMAN IS A BOARD MEMBER BY VIRTUE OF HIS VOLUNTEER ROLE AS MEDICAL DIRECTOR 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