LAKE AREA FREE CLINIC INC Charity Report

Public IRS 990 nonprofit record

LAKE AREA FREE CLINIC INC

EIN 39-2006388 · Ambulatory & Primary Health Care (E30)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

101.41%of revenue went to mission work88.7% of expenses · Program services

4.80%of revenue went to fundraising4.2% of expenses

$114.35spent for every $100 of revenueSpending was higher than revenue this year.

8.15%of revenue went to management and office costs7.1% of expenses

$1.22in assets for every $1 spent this yearSome assets cannot be spent right away.

72.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $342,091 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $162,624 for ALICIA BUSH (EMPLOYEE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,383,531

Mission workProgram services$2,417,029101.41% of revenue88.7% of expenses

ManagementOffice and general costs$194,1858.15% of revenue7.1% of expenses

FundraisingAsking for donations$114,4084.80% of revenue4.2% of expenses

Total expenses$2,725,622114.35% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 88.7% mission · 7.1% management · 4.2% fundraisingTotal expenses: 114.35% of revenue

2024Expense mix: 87.5% mission · 7.6% management · 4.9% fundraisingTotal expenses: 77.15% of revenue

2023Expense mix: 88.0% mission · 6.6% management · 5.4% fundraisingTotal expenses: 90.88% of revenue

2022Expense mix: 85.1% mission · 9.6% management · 5.3% fundraisingTotal expenses: 75.76% of revenue

2021Expense mix: 88.3% mission · 6.3% management · 5.5% fundraisingTotal expenses: 96.94% of revenue

2020Expense mix: 85.5% mission · 7.6% management · 6.9% fundraisingTotal expenses: 91.22% of revenue

2019Expense mix: 83.6% mission · 10.0% management · 6.4% fundraisingTotal expenses: 140.70% of revenue

2018Expense mix: 81.7% mission · 11.3% management · 7.0% fundraisingTotal expenses: 108.69% of revenue

Money in and money out

Revenue$2,383,531

Expenses$2,725,622

Annual shortfall $342,091 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,417,029 · 88.7% of expenses

Management and office costs$194,185 · 7.1% of expenses

Fundraising$114,408 · 4.2% of expenses

See all reported dollar amounts

Revenue$2,383,531

Expenses$2,725,622

Assets$3,337,198

Income$3,481,436

Contributions$1,715,714

Mission work (program services)$2,417,029

Fundraising$114,408

Management and general$194,185

Stocks and bonds$1,125,097

Accounting fees$14,100

Investing fees$8,805

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ALICIA BUSHEMPLOYEE · 40 hrs/week $162,624Base $153,810 · Other $8,814

CHRISTINA COPOULOS-SWANSONEMPLOYEE · 40 hrs/week $127,760Base $118,699 · Other $9,061

MEGAN WALSHEMPLOYEE · 40 hrs/week $112,599Base $103,494 · Other $9,105

AUDRA OCONNELLEXECUTIVE DIRECTOR AS OF FEBRUARY 2025 · 40 hrs/week $107,713Base $100,096 · Other $7,617

PABLO FERNANDEZEMPLOYEE THROUGH MAY 2025 · 40 hrs/week $107,204Base $102,140 · Other $5,064

MARY REICHEXECUTIVE DIRECTOR THROUGH JUNE 2025 · 40 hrs/week $68,625Base $59,711 · Other $8,914

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

ALICIA BUSHEMPLOYEE

CHRISTINA COPOULOS-SWANSONEMPLOYEE

MEGAN WALSHEMPLOYEE

AUDRA OCONNELLEXECUTIVE DIRECTOR AS OF FEBRUARY 2025

PABLO FERNANDEZEMPLOYEE THROUGH MAY 2025

MARY REICHEXECUTIVE DIRECTOR THROUGH JUNE 2025

RAMON AGUIRREDIRECTOR

PEG KOENIGSTREASURER

NANINE NELSONVICE PRESIDENT

NANCY BRADTSECRETARY

MITZI CASSDIRECTOR

MARK ZWASKADIRECTOR

KATHY ALLENDIRECTOR

KAREN BIALASDIRECTOR

JOE SORUMDIRECTOR

JACALYN STETINADIRECTOR

DR ROBERT PANTHERDIRECTOR

DR JESUS CASASDIRECTOR

DR JAY PLUDEMANMEDICAL DIRECTOR

DR ERIC RUIZDIRECTOR

CHRISTINA WEIRDIRECTOR

BRYAN BREESERPRESIDENT

BRIDGET ESSMADIRECTOR

BETH BOYER-RYANDIRECTOR

About this charity

Recognized since: January 2001
Location: 856 ARMOUR RD STE B, OCONOMOWOC, WI 53066-3976
County: Waukesha
In care of: % DENNIS J PURTELL
Primary officer: PEG KOENIGS, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(262) 569-4990

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: REILLY PENNER & BENTON LLP
NTEE classification: Ambulatory & Primary Health Care (E30)
IRS tax category: Ambulatory & Primary Health Care