LAKEWOOD HEALTH SYSTEM

EIN: 411842965 501(c)(3) Health Care

STAPLES, MN

Total Revenue
$162,872,023
Total Expenses
$160,305,049
Total Assets
$206,834,353
Net Assets
$108,510,503
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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
MN
Principal Officer
LISA BJERGA
Phone
2188941515
Tax Period
2024-01-01 to 2024-12-31

LAKEWOOD HEALTH SYSTEM, founded in 1996, is a major nonprofit in the Health Care sector that reported $162.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF LAKEWOOD HEALTH SYSTEM IS TO PROVIDE QUALITY, PERSONALIZED HEALTHCARE FOR A LIFETIME.

Program Service Accomplishments

Program 1
Expenses: $121,841,497 Revenue: $139,774,624

HOSPITAL AND CLINICS -LAKEWOOD HEALTH SYSTEM (THE ORGANIZATION) OPERATES A 25-BED CRITICAL ACCESS HOSPITAL PROVIDING INPATIENT, OUTPATIENT, EMERGENCY, AND OTHER SPECIALTY HEALTH CARE SERVICES...

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HOSPITAL AND CLINICS -LAKEWOOD HEALTH SYSTEM (THE ORGANIZATION) OPERATES A 25-BED CRITICAL ACCESS HOSPITAL PROVIDING INPATIENT, OUTPATIENT, EMERGENCY, AND OTHER SPECIALTY HEALTH CARE SERVICES, INCLUDING A 10-BED GERIATRIC BEHAVIORAL HEALTH UNIT IN STAPLES, MINNESOTA. THE ORGANIZATION ALSO OPERATES RURAL HEALTH CLINICS LOCATED IN STAPLES, MOTLEY, PILLAGER, EAGLE BEND, AND BROWERVILLE, MINNESOTA. PHYSICIANS, PHYSICIANS' ASSISTANTS, AND NURSE PRACTITIONERS PROVIDE CLINIC PATIENTS WITH PRIMARY CARE AND OTHER HEALTH CARE SERVICES. IN ADDITION, THE ORGANIZATION OPERATES A DERMATOLOGY CLINIC IN SARTELL, MINNESOTA.THE ORGANIZATION PROVIDED FOR 3,808 INPATIENT HOSPITAL AND SWING-BED DAYS, 157 ICU DAYS, 643 INPATIENT GERIATRIC BEHAVIORAL HEALTH UNIT DAYS, 100,205 MEDICAL AND MENTAL HEALTH RURAL HEALTH CLINIC VISITS AND 9,799 DERMATOLOGY CLINIC VISITS.

Program 2
Expenses: $13,864,591 Revenue: $20,460,628

SENIOR SERVICES -THE ORGANIZATION OPERATES A 100-BED, MEDICARE-CERTIFIED SKILLED NURSING FACILITY IN STAPLES, MINNESOTA, THAT PROVIDES LONG-TERM AND REHABILITATIVE CARE TO RESIDENTS. IN SEPTEMBER...

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SENIOR SERVICES -THE ORGANIZATION OPERATES A 100-BED, MEDICARE-CERTIFIED SKILLED NURSING FACILITY IN STAPLES, MINNESOTA, THAT PROVIDES LONG-TERM AND REHABILITATIVE CARE TO RESIDENTS. IN SEPTEMBER 2021, 13 BEDS WERE PUT ON LAYAWAY STATUS, REDUCING THE TOTAL SKILLED NURSING BEDS IN SERVICE FROM 100 TO 87. IN ADDITION TO SKILLED NURSING CARE, THE ORGANIZATION ALSO OPERATES HOME HEALTH CARE AND HOSPICE PROGRAMS TO PROVIDE NURSING CARE AND ASSISTANCE AT THE PATIENT'S RESIDENCE. ASSISTED LIVING AND INDEPENDENT LIVING FACILITIES OPERATED BY THE ORGANIZATION, LOCATED IN STAPLES, MINNESOTA, PROVIDE COMBINATIONS OF HEALTH-RELATED AND SUPPORTIVE SERVICES FOR TENANTS. THE ORGANIZATION PROVIDED FOR 27,999 RESIDENT DAYS IN THE NURSING HOME AND 686 ASSISTED LIVING UNIT RENTED MONTHS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $919,280
Program Service Revenue $159,772,005
Investment Income $1,076,612
Other Revenue $1,104,126
TOTAL REVENUE $162,872,023

Expense Breakdown

Grants Paid $0
Salaries & Benefits $72,683,872
Fundraising Expenses $0
Program Expenses $135,706,088
Other Expenses $87,621,177
TOTAL EXPENSES $160,305,049

Year-over-Year Comparison

2024 2023 Change
Revenue $162,872,023 $148,043,887 +0.1%
Expenses $160,305,049 $144,660,160 +0.1%
Net Income $2,566,974 $3,383,727 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
10
Employees
1126
Volunteers
37

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,504,659
Total Directors
14
$665,150
Key Employees
4
$1,019,261
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA BJERGA CEO & PRESIDENT 40.00
Officer Director
$612,785 $36,401 $649,186
MARY THEURER SECRETARY 1.00
Officer Director
$3,172 $0 $3,172
CURT MCILRAVY CHAIRMAN 1.00
Officer Director
$2,496 $0 $2,496
JEF CICHOS VICE CHAIRMAN 1.00
Officer Director
$2,080 $0 $2,080
NORMAN KRAUSE TREASURER 1.00
Officer Director
$1,976 $0 $1,976
ROBERT MUELLER BOARD MEMBER 1.00
Director
$1,820 $0 $1,820
RYAN KRAY MD BOARD MEMBER (THRU 06/24) 1.00
Director
$936 $0 $936
KAITLYN SCHOECK MD BOARD MEMBER 1.00
Director
$676 $0 $676
STEPHANIE JORDAHL BOARD MEMBER (THRU 06/24) 1.00
Director
$624 $0 $624
LINDSAY LEVEILLE MD BOARD MEMBER 1.00
Director
$572 $0 $572
KEVIN NELSON TREASURER (THRU 06/24) 1.00
Officer Director
$468 $0 $468
DAN DOUTS BOARD MEMBER 1.00
Director
$468 $0 $468
SARAH JENNISON BOARD MEMBER 1.00
Director
$416 $0 $416
WADE SWENSON MD BOARD MEMBER 1.00
Director
$260 $0 $260
CHRISTINE ALBRECHT CHIEF MEDICAL OFFICER 40.00
Officer
$563,235 $0 $563,235
JOSEPH REYCRAFT CFO 40.00
Officer
$265,529 $16,517 $282,046
CRAIG WOLHOWE VP - CLINICS & MEDICAL PROVIDERS 40.00
Key Emp
$297,567 $45,351 $342,918
LYNN RICE VP OF SUPPORT SERVICES 40.00
Key Emp
$286,187 $22,276 $308,463
CORRINE NEISESS VP OF NURSING (THRU 06/24) 40.00
Key Emp
$153,797 $18,858 $172,655
SARAH BAUMGARTNER VP OF NURSING (AS OF 12/24) 40.00
Key Emp
$152,073 $43,152 $195,225
SCOTT MANEY CRNA 40.00
Highest
$353,089 $39,021 $392,110
JASON ALEXANDER CRNA 40.00
Highest
$340,170 $26,382 $366,552
CODY CRAWFORD CRNA 40.00
Highest
$340,633 $54,894 $395,527
DANIEL LUND CRNA 40.00
Highest
$330,825 $48,915 $379,740
MATTHEW SINGH CRNA 40.00
Highest
$245,783 $35,243 $281,026
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $162,872,023 $160,305,049 $206,834,353 $2,566,974
2023 $148,043,887 $144,660,160 $162,825,284 $3,383,727
2022 $136,356,446 $125,652,437 $163,284,076 $10,704,009
2021 $128,117,710 $121,003,565 $171,246,695 $7,114,145
2020 $115,022,151 $107,160,064 $153,437,720 $7,862,087
2019 $109,713,952 $106,207,463 $127,472,858 $3,506,489
2018 $106,695,322 $103,320,891 $121,413,736 $3,374,431
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