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Lakeland Retirement Foundation Ltd

  • Woodruff, WI
  • Tax-exempt since Jan. 1979
  • EIN: 39-1306202

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$208k (2023)

Expenses
$110k (2023)

Total Assets
$662k (2023)

Total Liabilities
$2.49k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,320
Expenses
$110,294
Net Income
$98,026
Net Assets
$659,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $196,445
94.3%
Program Services $0
Investment Income $11,875
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,823
24.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $661,919
Total Liabilities $2,494
Net Assets $659,425
Compensation
Key Employees and Officers Compensation Related Other
Mike Heppe (President) $0 $0 $0
John Rechkemmer (Vice President) $0 $0 $0
Rick Edwardsen (Treas) $0 $0 $0
John Bie (Board Member) $0 $0 $0
Cookie Lough (Board Member) $0 $0 $0
Ray Knapstein (Baord Member) $0 $0 $0
Rhoda Flentje (Board Member) $0 $0 $0
Bill Schulte (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,953
Expenses
$60,032
Net Income
$32,921
Net Assets
$560,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,337
97.2%
Program Services $0
Investment Income $2,616
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,353
42.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $565,294
Total Liabilities $4,784
Net Assets $560,510
Compensation
Key Employees and Officers Compensation Related Other
Mike Heppe (President) $0 $0 $0
John Rechkemmer (Vice President) $0 $0 $0
Rick Edwardsen (Treas) $0 $0 $0
John Bie (Board Member) $0 $0 $0
Cookie Lough (Board Member) $0 $0 $0
Ray Knapstein (Baord Member) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,719
Expenses
$52,142
Net Income
$26,577
Net Assets
$529,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,203
98.1%
Program Services $0
Investment Income $1,516
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,715
49.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $529,576
Total Liabilities $216
Net Assets $529,360
Compensation
Key Employees and Officers Compensation Related Other
Brian Nerdahl (President) $0 $0 $0
John Rechkemmer (Vice President) $0 $0 $0
Debby Wilson (Sec) $0 $0 $0
Rick Edwardsen (Treas) $0 $0 $0
John Bie (Board Member) $0 $0 $0
Cookie Lough (Board Member) $0 $0 $0
Mike Heppe (Board Member) $0 $0 $0
Lois Assmann (Board Member) $0 $0 $0
Ray Knapstein (Baord Member) $0 $0 $0
Jack Spencer (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,251
Expenses
$54,986
Net Income
$112,265
Net Assets
$502,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,174
98.2%
Program Services $0
Investment Income $3,077
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,444
46.3%
Professional Fundraising Fees $0
Other Salaries and Wages $52
0.1%
Assets/Debt
Total Assets $502,545
Total Liabilities $62
Net Assets $502,483
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Kazda (Office Admin) $25,444 $0 $0
Brian Nerdahl (President) $0 $0 $0
John Rechkemmer (Vice President) $0 $0 $0
Debby Wilson (Sec) $0 $0 $0
Rick Edwardsen (Treas) $0 $0 $0
John Bie (Board Member) $0 $0 $0
Cookie Lough (Board Member) $0 $0 $0
Cory Erickson (Board Member) $0 $0 $0
Kathy Mccaughn (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$202,309
Expenses
$82,334
Net Income
$119,975
Net Assets
$390,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $196,915
97.3%
Program Services $4,703
2.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $423,672
Total Liabilities $33,454
Net Assets $390,218

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$242,640
Expenses
$122,809
Net Income
$119,831
Net Assets
$268,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $232,007
95.6%
Program Services $10,034
4.1%
Investment Income $599
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $89,893
73.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $272,442
Total Liabilities $4,078
Net Assets $268,364

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,294
Expenses
$94,687
Net Income
-$16,393
Net Assets
$148,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,060
83.1%
Program Services $10,110
12.9%
Investment Income $364
0.5%
Net Fundraising $2,741
3.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19
0.0%
Assets/Debt
Total Assets $149,833
Total Liabilities $954
Net Assets $148,879
Compensation
Key Employees and Officers Compensation Other
Janell Schroeder (Executive Director) $32,692 $7,931
Brian Nerdahl (President) $0 $0
Steve Metz (Treasurer) $0 $0
Holly Dionne (Secretary) $0 $0
Dan Sullivan (Board Member) $0 $0
John Bie (Board Member) $0 $0
Lois Borst (Board Member) $0 $0
Kathleen Vuchetich (Board Member) $0 $0
Cindy Lei Nako (Board Member) $0 $0
Geri Heppe (Vice President) $0 $0
Wendell Holt (Board Member) $0 $0
Jonathon Cluppert (Board Member) $0 $0
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Document Links

990-EZ
Filed on May 1, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,283
Expenses
$57,724
Net Income
$4,559
Net Assets
$165,272
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,828
72.0%
Program Services $4,542
7.3%
Investment Income $360
0.6%
Net Fundraising $12,553
20.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $166,572
Total Liabilities $1,300
Net Assets $165,272
Compensation
Key Employees and Officers Compensation Other
Brian Nerdahl (President) $0 $0
Steve Metz (Treasurer) $0 $0
Holly Dionne (Secretary) $0 $0
Dan Sullivan (Board Member) $0 $0
John Bie (Board Member) $0 $0
Carl Kock (Board Member) $0 $0
Susan Way (Board Member) $0 $0
Anita Schiefelbein (Board Member) $0 $0
Geri Heppe (Board Member) $0 $0
Wendell Holt (Board Member) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 9, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$115,314
Expenses
$328,099
Net Income
-$212,785
Net Assets
$160,713
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,208
62.6%
Program Services $17,141
14.9%
Investment Income $60
0.1%
Net Fundraising $21,235
18.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,670
4.0%
Assets/Debt
Total Assets $162,136
Total Liabilities $1,423
Net Assets $160,713
Compensation
Key Employees and Officers Compensation Other
Brian Nerdahl (President) $0 $0
Tom Patenaude (Vice President) $0 $0
Steve Metz (Treasurer) $0 $0
Roland Radtke (Board Member) $0 $0
Norman Kalies (Board Member) $0 $0
John Ross (Board Member) $0 $0
Carl Kock (Board Member) $0 $0
Holly Dionne (Board Member) $0 $0
Anita Schiefelbein (Board Member) $0 $0
Geri Heppe (Board Member) $0 $0
Wendell Holt (Board Member) $0 $0
Dana Riddel (Board Member) $0 $0
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Document Links

990-EZ
Filed on March 28, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$137,936
Expenses
$183,168
Net Income
-$45,232
Net Assets
$373,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,908
59.4%
Program Services $26,008
18.9%
Investment Income $574
0.4%
Net Fundraising $20,444
14.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,002
6.5%
Assets/Debt
Total Assets $375,456
Total Liabilities $1,958
Net Assets $373,498
Compensation
Key Employees and Officers Compensation Other
Holly Schwartz (Executive Director) $34,002 $3,223
Brian Nerdahl (President) $0 $0
Tom Patenaude (Vice President) $0 $0
Ellen Jeanne Schnabl (Secretary) $0 $0
Richard Hansen (Board Member) $0 $0
Roland Radtke (Board Member) $0 $0
Norman Kalies (Board Member) $0 $0
John Ross (Board Member) $0 $0
Dean Brandow (Treasurer) $0 $0
Elaine Van Wagner (Board Member) $0 $0
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Document Links

990-EZ
Filed on Oct. 12, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$147,605
Expenses
$187,068
Net Income
-$39,463
Net Assets
$418,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,234
61.8%
Program Services $18,711
12.7%
Investment Income $2,386
1.6%
Net Fundraising $28,094
19.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,180
4.9%
Assets/Debt
Total Assets $424,118
Total Liabilities $5,388
Net Assets $418,730
Compensation
Key Employees and Officers Compensation Other
Holly Schwartz (Exec Director) $21,786 $0
Brian Nerdahl (President) $0 $0
Tom Pateraude (Vice President) $0 $0
Ellen Jeanne Schnabl (Secretary) $0 $0
Dean Brandow (Treasurer) $0 $0
Richard Hansen (Director) $0 $0
Roland Radtke (Director) $0 $0
Elaine Van Wagner (Director) $0 $0
Norman Kaius (Director) $0 $0
John Ross (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 13, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$158,310
Expenses
$189,735
Net Income
-$31,425
Net Assets
$458,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,169
58.2%
Program Services $19,734
12.5%
Investment Income $2,178
1.4%
Net Fundraising $31,834
20.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,395
7.8%
Assets/Debt
Total Assets $463,807
Total Liabilities $5,614
Net Assets $458,193

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$173,076
Expenses
$175,566
Net Income
-$2,490
Net Assets
$489,618
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,441
56.3%
Program Services $19,273
11.1%
Investment Income $3,326
1.9%
Net Fundraising $37,451
21.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,585
9.0%
Assets/Debt
Total Assets $496,670
Total Liabilities $7,052
Net Assets $489,618

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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