2025-10-21T07:28:43-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-01-01 480689163 LAKEVIEW VILLAGE INC LAKE 9138881900 9100 PARK STREET LENEXA KS 66215 ROBERT I CLAUSEN JR CEO 9138881900 2025-10-20 1 0 ERIKA MARTINEZ P02297196 6182331200 2025-10-20 2024 2025-03-06 01:10:19Z ROBERT I CLAUSEN JR 9100 PARK STREET LENEXA KS 66215 70823592 0 X WWW.LAKEVIEWVILLAGE.ORG X 1963 KS TO STRENGTHEN THE LIVES OF OLDER ADULTS WITHIN A FAITH-BASED COMMUNITY. 9 8 833 263 0 0 1082080 33815 52130354 57045784 723336 2089896 371692 404337 54307462 59573832 0 0 0 0 31131007 33014509 0 0 0 21197805 22398453 52328812 55412962 1978650 4160870 145255044 152543095 132104192 133062530 13150852 19480565 X TO ENHANCE THE LIFE OF SENIORS THROUGH OFFERING HIGH QUALITY CARE, PROGRAMS AND AMENITIES IN ALL LEVELS OF CARE ON THEIR CAMPUS. 0 0 49720277 0 57186144 LAKEVIEW VILLAGE, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY WHICH HAS 533 INDEPENDENT LIVING UNITS, 120 BED LONG TERM CARE SNF HEALTH CENTER, 38 BED SHORT TERM REHAB SNF, AND 26 BED ASSISTED LIVING. ASIDE FROM THE LIVING AND CARE FACILITIES, THE CCRC PROVIDES ACTIVITIES TO ASSIST IN MAINTAINING THE RESIDENTS' SPIRTUAL AND MENTAL WELL-BEING. LAKEVIEW'S 120-BED HEALTH CENTER AND 38-BED SHORT-TERM REHAB SNF ARE MEDICARE AND MEDICAID CERTIFIED AND TAKE ADMISSIONS FROM BOTH INSIDE AND OUTSIDE OF THE LAKEVIEW COMMUNITY.THE ORGANIZATION PROVIDES CARE AND SERVICES TO RESIDENTS WHO CAN NO LONGER AFFORD THE FULL COST OF THEIR CARE THROUGH NO FAULT OF THEIR OWN. THIS MAY BE DUE TO LOSS OF A SPOUSE'S PENSION, EXTRAORDINARY MEDICAL COSTS, OR OTHER CIRCUMSTANCES. WHEN ASSISTANCE IS REQUESTED, A CONFIDENTIAL REVIEW OF THE RESIDENT'S ASSETS AND INCOME ARE COMPARED TO THEIR MONTHLY EXPENSES (INCLUDING LAKEVIEW FEES AND PERSONAL EXPENSES) AND THE AMOUNT OF ASSISTANCE IS DETERMINED BY MANAGEMENT. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY FOR FINANCIAL ASSISTANCE, THEY ARE NOT REPORTED AS REVENUE. 0 0 -230000 THE CHARITY CARE LAKEVIEW PROVIDES ENABLES RESIDENTS TO REMAIN ON CAMPUS AND RECEIVE SERVICES THAT WOULD OTHERWISE BE PROVIDED BY THE GREATER COMMUNITY. IN THIS WAY, LAKEVIEW PARTNERS WITH THE COMMUNITY TO ASSURE RESIDENTS' NEEDS ARE MET WITHOUT BURDENING THE WIDER COMMUNITY WITH ADDITIONAL COSTS FOR THOSE SERVICES. ADDITIONALLY, RESIDENTS AND EMPLOYEES PROVIDE COMMUNITY BENEFIT THROUGH VOLUNTEERISM AND SUPPORT OF NUMEROUS COMMUNITY ACTIVITIES. THE ORGANIZATION HAS ESTIMATED ITS DIRECT AND INDIRECT COSTS OF PROVIDING CHARITY CARE UNDER ITS FINANCIAL ASSISTANCE POLICY. IN ORDER TO ESTIMATE THE COST OF PROVIDING SUCH CARE, MANAGEMENT HAS USED ACTUAL COSTS AND OPERATIONAL PROJECTIONS. USING THIS METHODOLOGY, THE ORGANIZATION HAS ESTIMATED THE COSTS FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY AGGREGATED APPROXIMATELY $230,000 AND $224,000 FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY. 49720277 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 87 0 833 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT I CLAUSEN JR 9137442470 9100 PARK STREET LENEXA KS 66215 ROBERT I CLAUSEN JR PRESIDENT/CEO 55.00 5.00 X X 325735 0 49723 JANA BEE TRIPLETT BOARD CHAIR 1.00 0.00 X X 0 0 0 JAY KIMBROUGH VICE CHAIR/SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 DALE WARMAN DIRECTOR 1.00 0.00 X 700 0 0 AMY KARLIN DIRECTOR 1.00 0.00 X 650 0 0 DAVE SHULL DIRECTOR 1.00 0.00 X 600 0 0 JILL BIESMA DIRECTOR 1.00 0.00 X 700 0 0 BOB WEST DIRECTOR 1.00 0.00 X 0 0 0 AMANDA STUKE DIRECTOR 1.00 0.00 X 500 0 0 PAM HERMON COO 55.00 0.00 X 205138 0 37105 HEATH LEUCK CFO 55.00 5.00 X 200384 0 18588 MECHELLE MOFFIT CHIEF HUMAN RESOURCES OFFICER 50.00 0.00 X 157203 0 26133 LUKE SUBIN REGISTERED NURSE 78.00 0.00 X 260995 0 13 GODFREY NDEMAKI REGISTERED NURSE 83.00 0.00 X 306923 0 22523 LYNN TENBRINK DIRECTOR OF MARKETING & SALES 40.00 0.00 X 183820 0 15928 MARTA EASTWOOD REGISTERED NURSE 63.00 0.00 X 207127 0 21512 ALEXIS A GANT REGISTERED NURSE 84.00 0.00 X 175051 0 12706 2025526 0 204231 46 0 1 0 DON JULIAN BUILDERS PO BOX 14305 KANSAS CITY MO 64152 HOME BUILDING CONTRACTOR 2734956 HAREN COMPANIES 8035 NIEMAN LENEXA KS 66214 REMODELING CONTRACTOR 1055606 RAU CONSTRUCTION 1215 W 12TH ST STE 200 KANSAS CITY MO 64101 REMODELING CONTRACTOR 906129 FINISH MASTERS 6930 LARSEN LANE SHAWNEE KS 66203 REMODELING CONTRACTOR 482363 MIDWEST PAINTING KC LLC 5812 LOWELL ST MERRIAM KS 66202 PAINTING CONTRACTOR 267162 8 20815 13000 33815 RESIDENT FEES 623990 48814731 48814731 ENTRANCE FEES 623990 7325069 7325069 CHILD DAY CARE AND OTHER 624410 816344 816344 MANAGEMENT FEES 561000 89640 89640 57045784 1104723 1104723 211504 211504 30248 0 30248 30248 30248 12023429 11249760 773669 773669 773669 MEAL/BEVERAGE INCOME 623990 187568 187568 GUEST ROOMS 623990 61744 61744 INTERNET SERVICES 623990 49446 49446 75331 75331 374089 59573832 56956144 0 2583873 1020009 1020009 26258719 24631525 1627194 518386 466185 52201 3264735 2935979 328756 1952660 1756029 196631 71052 71052 105386 105386 39929 39929 1231352 735013 496339 302652 302652 3384371 3133196 251175 443376 260611 182765 2693333 2693333 250695 241518 9177 97600 45502 52098 2784671 2755432 29239 5713794 5653799 59995 1191917 1179402 12515 DIETARY 2142861 2142861 EMPLOYMENT EXPENSES 1062036 33923 1028113 BAD DEBT EXPENSE 314605 314605 PROVIDER ASSESSMENT 129244 129244 439579 309468 130111 55412962 49720277 5692685 0 232632 69854 3661910 3466786 2826221 3043589 178326 157748 872232 1066616 196664710 98272357 94739457 98392353 42548484 46069689 195031 195031 751 81429 145255044 152543095 5666060 4479550 51947945 56129206 61613568 59562521 2508 1202 12874111 12890051 132104192 133062530 X 13150852 19480565 13150852 19480565 145255044 152543095 4160870 2168843 0 X X 0 1 X 1 0 X 2342674 556310 296422 1082080 33815 4311301 44884171 45335947 47779475 52047283 56956144 247003020 164648 216420 305679 337863 1024610 47226845 46056905 48292317 53435042 57327822 252338931 0 0 0 252338931 940412 676702 703729 1024414 1346475 4691732 940412 676702 703729 1024414 1346475 4691732 204893 52621 48906 35765 36226 378411 48372150 46786228 49044952 54495221 58710523 257409074 0.98030 0.97970 0.01820 0.01710 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL/BEVERAGE INCOME - 2020 AMOUNT: $ 87,745. TRANSPORTATION - 2020 AMOUNT: $ 878. GUEST ROOMS - 2020 AMOUNT: $ 4,790. INTERNET CABLE AND TELEPHONE SERVICES - 2020 AMOUNT: $ 57,815. MISCELLANEOUS - 2020 AMOUNT: $ 53,665. 2021 AMOUNT: $ 52,621. 2022 AMOUNT: $ 48,906. 2023 AMOUNT: $ 35,765. 2024 AMOUNT: $ 36,226. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 560654 560654 155112666 78385801 76726865 26889462 11397650 15491812 11152690 8488906 2663784 2949238 2949238 98392353 ENTRANCE FEE DEPOSITS 2572919 REFUNDABLE ENTRANCE FEES 8898765 ENTRANCE FEE REFUNDS PAYABLE 1418367 12890051 X PART IV, LINE 2B: RESIDENT FUNDS ARE HELD BY THE ORGANIZATION FOR THE BENEFIT OF THE RESIDENT. PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAX OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. X X X X X 0 1 0 0 0 0 0 0 0 ROBERT I CLAUSEN JR PRESIDENT/CEO 305735 0 20000 0 0 0 35561 0 14162 0 375458 0 0 0 GODFREY NDEMAKI REGISTERED NURSE 306923 0 0 0 0 0 9603 0 12920 0 329446 0 0 0 LUKE SUBIN REGISTERED NURSE 260995 0 0 0 0 0 0 0 13 0 261008 0 0 0 PAM HERMON COO 190138 0 15000 0 0 0 22970 0 14135 0 242243 0 0 0 MARTA EASTWOOD REGISTERED NURSE 207127 0 0 0 0 0 8592 0 12920 0 228639 0 0 0 HEATH LEUCK CFO 190384 0 10000 0 0 0 17821 0 767 0 218972 0 0 0 LYNN TENBRINK DIRECTOR OF MARKETING & SALES 158573 0 25247 0 0 0 7390 0 8538 0 199748 0 0 0 ALEXIS A GANT REGISTERED NURSE 175051 0 0 0 0 0 3536 0 9170 0 187757 0 0 0 MECHELLE MOFFIT CHIEF HUMAN RESOURCES OFFICER 149203 0 8000 0 0 0 16168 0 9965 0 183336 0 0 0 PART I, LINE 4B ROBERT I CLAUSEN, JR - 457 CONTRIBUTION PAYMENT OF $23,000 MADE IN 2024 OF WHICH $22,500 WAS ACCRUED FOR IN 2023 AND DISCLOSED ON THE PRIOR YEAR RETURN. ROBERT I CLAUSEN, JR - 457 CONTRIBUTION ACCRUAL OF $23,000 FUNDS NOT TRANSFERRED AS OF 12-31-24. PAMELA HERMON - 457 CONTRIBUTION PAYMENT OF $15,000 MADE IN 2024 WHICH WAS ACCRUED FOR IN 2023 AND DISCLOSED ON THE PRIOR YEAR RETURN. PAMELA HERMON - 457 CONTRIBUTION ACCRUAL OF $15,000. FUNDS NOT TRANSFERRED AS OF 12-31-24. HEATH LEUCK - 457 CONTRIBUTION PAYMENT OF $10,000 MADE IN 2024 WHICH WAS ACCRUED FOR IN 2023 AND DISCLOSED ON THE PRIOR YEAR RETURN. HEATH LEUCK - 457 CONTRIBUTION ACCRUAL OF $10,000. FUNDS NOT TRANSFERRED AS OF 12-31-24. MECHELLE MOFFIT - 457 CONTRIBUTION PAYMENT OF $10,000 MADE IN 2024 WHICH WAS ACCRUED FOR IN 2023 AND DISCLOSED ON THE PRIOR YEAR RETURN. MECHELLE MOFFIT - 457 CONTRIBUTION ACCRUAL OF $10,000. FUNDS NOT TRANSFERRED AS OF 12-31-24. A CITY OF LENEXA KANSAS 486085044 526039CU4 2017-05-10 16636525 REFUND OUTSTANDING 2009 BONDS ISSUED 12/3/2009 0 0 0 B CITY OF LENEXA KANSAS 486085044 526039CU4 2018-05-14 55597951 REFUND OUTSTANDING 2007 BONDS ISSUED 6/29/2007 0 0 0 A 16799364 1751986 233672 14650867 2010 0 1 1 1 B 10095000 56031803 4693462 571257 50208080 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 1 1 B 0 0 0 1 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF LENEXA KANSAS DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2022 ISSUER NAME: CITY OF LENEXA KANSAS DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2023 SCHEDULE K, PART IV COLUMNS A & B, ROW 6 ANY MONEY IN THE ESCROW FUND WAS INVESTED BELOW THE BOND YIELD. SCH. K, PART I, COLUMN (E) AND PART II, LINE 3 THESE AMOUNTS ARE DIFFERENT DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO; IS RESPONSIBLE FOR THE REVIEW OF THE BYLAWS; AND ANY OTHER MATTER OF A SENSITIVE NATURE THE BOARD CHAIR OR CEO FEELS NECESSARY. WHEN BOARD ACTION IS IMMEDIATELY NECESSARY AND IT IS NOT POSSIBLE TO REACH ALL OF THE DIRECTORS TO ENACT A CONSENT WITHOUT A MEETING, THE EXECUTIVE COMMITTEE MAY HAVE AND EXERCISE THE POWERS OF THE BOARD OF DIRECTORS IN THE DIRECTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE GOVERNING BODY WILL REVIEW THE 990 BEFORE THE RETURN IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS ASKED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS IF AND WHEN THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES AN ANNUAL MARKET SURVEY USING COMPARABLE NON-PROFIT PEERS. THE CEO COMPENSATION IS ESTABLISHED AND INDEPENDENTLY APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE, IN TURN, AUTHORIZES THE CEO TO ESTABLISH THE COMPENSATION OF OTHER KEY EMPLOYEES. DIRECTOR COMPENSATION IS LIMITED TO A SMALL STIPEND TO COVER GAS / TRAVEL EXPENSES PER ATTENDED MEETING. THIS PROCESS WAS LAST PERFORMED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH QUARTERLY DISCLOSURE IN RELATION TO THE BOND DOCUMENT. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LAKEVIEW VILLAGE FOUNDATION INC 9100 PARK STREET LENEXA KS 66215 742809238 SUPPORT OF THE ACTIVITIES OF LAKEVIEW VILLAGE KS 501(C)(3) LINE 7 LAKEVIEW VILLAGE INC 1 RIDGEVIEW VILLAGE INC 11830 S SUNSET DR OLATHE KS 66061 481179208 OPERATION OF HUD APARTMENTS KS 501(C)(3) LINE 10 LAKEVIEW VILLAGE INC 1 RIDGEVIEW VILLAGE II INC 11830 S SUNSET DR OLATHE KS 66061 431893443 OPERATION OF HUD APARTMENTS KS 501(C)(3) LINE 10 LAKEVIEW VILLAGE INC 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 LAKEVIEW VILLAGE FOUNDATION INC Q 418674 CASH VALUE RIDGEVIEW VILLAGE INC Q 238142 CASH VALUE RIDGEVIEW VILLAGE II INC Q 387031 CASH VALUE