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MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC (EIN 39-0944012)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-23
IRS object ID
202302969349300870
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-23T09:52:29-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390944012EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOUNDVIEW MEMORIAL HOSPITAL & CLINICSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOUNBusinessNameControlTxt
Phone6083393331PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 WEST LAKE STREETAddressLine1Txt
CityFRIENDSHIPCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53934ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK PEREZ-GUERRAPersonNm
Person TitleCEOPersonTitleTxt
Phone6083393331PhoneNum
Signature2023-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANKPersonFirstNm
Person LastPEREZ-GUERRAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2023-10-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1GUNDERSEN MOUNDVIEW HOSPITAL & CLINICSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerFRANK PEREZ-GUERRAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 WEST LAKE STREETAddressLine1Txt
CityFRIENDSHIPCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53934ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,495,945GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GUNDERSENHEALTH.ORG/MOUNDVIEWWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionWE WILL ENHANCE THE HEALTH AND WELL-BEING OF OUR COMMUNITIES WHILE ENRICHING EVERY LIFE WE TOUCH, INCLUDING PATIENTS, FAMILIES, AND STAFF.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee177TotalEmployeeCnt
Total Volunteers65TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,946,443PYContributionsGrantsAmt
CY Contributions Grants$596,964CYContributionsGrantsAmt
PY Program Service Revenue$21,792,390PYProgramServiceRevenueAmt
CY Program Service Revenue$28,523,764CYProgramServiceRevenueAmt
PY Investment Income$109,562PYInvestmentIncomeAmt
CY Investment Income$67,633CYInvestmentIncomeAmt
PY Other Revenue$258,112PYOtherRevenueAmt
CY Other Revenue$207,882CYOtherRevenueAmt
PY Total Revenue$26,106,507PYTotalRevenueAmt
CY Total Revenue$29,396,243CYTotalRevenueAmt
PY Grants And Similar Paid$1,350PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$551,107CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,124,660PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,471,727CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,700,235PYOtherExpensesAmt
CY Other Expenses$19,030,738CYOtherExpensesAmt
PY Total Expenses$20,826,245PYTotalExpensesAmt
CY Total Expenses$29,053,572CYTotalExpensesAmt
PY Revenues Less Expenses$5,280,262PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$342,671CYRevenuesLessExpensesAmt
Total Assets BOY$21,727,345TotalAssetsBOYAmt
Total Assets EOY$19,154,587TotalAssetsEOYAmt
Total Liabilities BOY$5,036,680TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,121,251TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,690,665NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,033,336NetAssetsOrFundBalancesEOYAmt
MissionWE WILL DISTINGUISH OURSELVES THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, AND IMPROVED HEALTH IN THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,741,790ExpenseAmt
Grant$551,107GrantAmt
Revenue$18,898,501RevenueAmt
DescTHE HOSPITAL IS A GENERAL MEDICAL CRITICAL ACCESS HOSPITAL LICENSED FOR 25 BEDS. DURING FISCAL YEAR 2022, THE HOSPITAL HAD 375 ACUTE INPATIENT DAYS AND 750 SWING-BED DAYS. THE HOSPITAL ALSO HAD 7,022 EMERGENCY ROOM/URGENT CARE AND 8,447 CLINIC VISITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,351,529ExpenseAmt
Grant$0GrantAmt
Revenue$9,691,066RevenueAmt
DescTHE HOSPITAL ALSO HAS AN OUTPATIENT PHARMACY THAT IS THE ONLY IN IT'S COUNTY (ADAMS, WI), AND IN 2022 FILLED 95,969 PRESCRIPTIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$25,093,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document212IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee177EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK PEREZ-GUERRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6083393331PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 WEST LAKE STREETAddressLine1Txt
CityFRIENDSHIPCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53934ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RICHARD STERNHAGEN
CHAIR2.501.00Yes (X)Yes (X)$0$0$0
PAUL FISCH
VICE CHAIR2.5040.00Yes (X)Yes (X)$0$46,800$5,344
SARAH ROSSMAN
SECRETARY2.5040.00Yes (X)Yes (X)$0$150,665$8,950
STEPHANIE CARROLL
BOARD TRUSTEE/MD HOSPITALIST2.5040.00Yes (X)$0$297,599$31,696
BRYAN ERDMANN
BOARD TRUSTEE/COO2.5040.00Yes (X)$0$316,306$40,438
ROXANNE POTTS
BOARD TRUSTEE/CLINICAL OPS. DIRECTOR2.5040.00Yes (X)$0$157,034$26,912
KAREN MILLER
BOARD TRUSTEE2.50Yes (X)$0$0$0
JOE THEISEN
BOARD TRUSTEE2.50Yes (X)$0$0$0
FRANK PEREZ-GUERRA
CEO40.001.00Yes (X)$0$190,450$31,881
LISA PETERS
EMERGENCY DEPARTMENT MANAGER40.00$111,016$0$34,528Yes (X)
BRAD SHAW
IMPATIENT PHARMACY MANAGER40.00$149,983$0$3,241Yes (X)
DEENA KEDROWSKI
OUTPATIENT PHARMACY MANAGER40.00$157,736$0$32,949Yes (X)
PRESTON PIETRZAK
PHARMACIST40.00$134,759$0$16,738Yes (X)
DAVID BROWN
PHARMACIST40.00$146,362$0$1,175Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$699,856TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,158,854TotReportableCompRltdOrgAmt
Total Other Compensation$233,852TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K16IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GUNDERSEN HEALTH SYSTEM
1900 SOUTH AVENUELA CROSSEWI54601ADMINISTRATIVE SERVICES$5,277,004
STAFFENCY
221 W COLLEGE AVE FLOOR 2APPLETONWI54911CONTRACT RN/LAB SERVICES$1,007,057
COMPHEALTH
PO 972651DALLASTX753972651CONTRACT STAFFING SERVICES$336,348
MEDICAL SOLUTIONS LLC
1010 N 102ND STOMAHANE68114CONTRACT STAFFING SERVICES$215,250
RN NETWORK
PO BOX 974088DALLASTX753974088CONTRACT STAFFING SERVICES$211,109
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Related Organizations$40,503RelatedOrganizationsAmt
Government Grants$556,432GovernmentGrantsAmt
All Other Contributions$29AllOtherContributionsAmt
Total Contributions$596,964TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE621300$18,771,761$18,771,761
PHARMACY456110$9,691,066$9,691,066
MEDICAL BUILDING RENT531120$52,046$52,046

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,891TotalRevenueColumnAmt
Related Or Exempt Func Income$8,891RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$28,523,764TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,019TotalRevenueColumnAmt
Exclusion$155,019ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$17,983RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$12,316RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,667RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,667TotalRevenueColumnAmt
Exclusion$5,667ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$84,001SecuritiesAmt
Other$3,385OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$84,001SecuritiesAmt
Other-$3,385OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$87,386TotalRevenueColumnAmt
Exclusion-$87,386ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
E.H.R INCENTIVE900099$65,803$65,803
CAFETERIA722514$22,607$22,607

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,805TotalRevenueColumnAmt
Exclusion$113,805ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$202,215OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,396,243TotalRevenueColumnAmt
Related Or Exempt Func Income$28,589,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$209,712ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$551,107TotalAmt
Program Services$551,107ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$222,331TotalAmt
Management And General$222,331ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,501,201TotalAmt
Program Services$6,311,557ProgramServicesAmt
Management And General$1,189,644ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$116,956TotalAmt
Program Services$94,860ProgramServicesAmt
Management And General$22,096ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,121,807TotalAmt
Program Services$888,772ProgramServicesAmt
Management And General$233,035ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$509,432TotalAmt
Program Services$409,740ProgramServicesAmt
Management And General$99,692ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$117,380TotalAmt
Management And General$117,380ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,850TotalAmt
Management And General$42,850ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$2,985TotalAmt
Management And General$2,985ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,863,144TotalAmt
Program Services$7,291,330ProgramServicesAmt
Management And General$1,571,814ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$54,962TotalAmt
Program Services$1,593ProgramServicesAmt
Management And General$53,369ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$526,452TotalAmt
Program Services$389,085ProgramServicesAmt
Management And General$137,367ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,698TotalAmt
Program Services$21,698ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$361,327TotalAmt
Program Services$326,718ProgramServicesAmt
Management And General$34,609ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$42,859TotalAmt
Program Services$39,118ProgramServicesAmt
Management And General$3,741ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,111TotalAmt
Program Services$14,464ProgramServicesAmt
Management And General$8,647ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,134TotalAmt
Program Services$1,921ProgramServicesAmt
Management And General$213ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$659,129TotalAmt
Program Services$593,216ProgramServicesAmt
Management And General$65,913ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$58,504TotalAmt
Program Services$574ProgramServicesAmt
Management And General$57,930ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$7,267,808$7,267,808
BAD DEBT EXPENSE$333,503$333,503
EQUIPMENT REPAIRS AND M$300,647$286,405$14,242
PHARMACY DRUGS AND VACC$218,949$218,949

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$133,296TotalAmt
Program Services$50,901ProgramServicesAmt
Management And General$82,395ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,053,572TotalAmt
Program Services$25,093,319ProgramServicesAmt
Management And General$3,960,253ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,176BOYAmt
EOY$875EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,776,826BOYAmt
EOY$9,233,752EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,254,866BOYAmt
EOY$2,492,118EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$587,479BOYAmt
EOY$635,752EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$106,584BOYAmt
EOY$59,090EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,847,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,177,170LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,556,443BOYAmt
EOY$5,670,130EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$760,833BOYAmt
EOY$744,167EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$683,138BOYAmt
EOY$318,703EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,727,345BOYAmt
EOY$19,154,587EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,063,000BOYAmt
EOY$1,349,717EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,183BOYAmt
EOY$41,076EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$111,687BOYAmt
EOY$226,262EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,858,810BOYAmt
EOY$504,196EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,036,680BOYAmt
EOY$2,121,251EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,064,689BOYAmt
EOY$16,500,336EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$625,976BOYAmt
EOY$533,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,690,665BOYAmt
EOY$17,033,336EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,727,345BOYAmt
EOY$19,154,587EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$342,671ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$2,985OtherActivitiesAmt
Total Lobbying Expenditures$2,985TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationMOUNDVIEW MEMORIAL HOSPITAL & CLINICS PAYS ANNUAL ASSOCIATION MEMBERSHIP DUES TO THE WISCONSIN HOSPITAL ASSOCIATION (WHA) & AMERICAN HOSPITAL ASSOCIATION VIA WHA. THESE DUES ARE PRIMARILY FOR ACCESS TO EDUCATIONAL MATERIALS AND STAFF TRAINING AND DEVELOPMENT. THE WHA HAS NOTIFIED MOUNDVIEW MEMORIAL HOSPITAL & CLINICS THAT $2,985 OF THE COMBINED ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL HEALTHCARE ENVIRONMENT.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,500OtherCostOrOtherBasisAmt
Book Value$76,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,755,569OtherCostOrOtherBasisAmt
Depreciation$1,290,081DepreciationAmt
Book Value$4,465,488BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,627,831OtherCostOrOtherBasisAmt
Depreciation$1,524,777DepreciationAmt
Book Value$1,103,054BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$387,400OtherCostOrOtherBasisAmt
Depreciation$362,312DepreciationAmt
Book Value$25,088BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,670,130TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OPERATING LEASE OBLIGATIONS$8,075
DUE TO RELATED PARTY$474,388
403 (B) PLAN$21,733
FieldValueIRS element (for citing)
Total Liability$504,196TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationGUNDERSEN HEALTH SYSTEM HAS REVIEWED TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS. THE SYSTEM'S INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR 2017 AND PRIOR YEARS.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$166,142TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$166,142NetCommunityBenefitExpnsAmt
Total Expense0.00570TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,737,516TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,534,523DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,202,993NetCommunityBenefitExpnsAmt
Total Expense0.04140TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,903,658TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,534,523DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,369,135NetCommunityBenefitExpnsAmt
Total Expense0.04710TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$169,773TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$11,480DirectOffsettingRevenueAmt
Net Community Benefit Expns$158,293NetCommunityBenefitExpnsAmt
Total Expense0.00540TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$18,796TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$18,796NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,991,185TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,357,521DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,633,664NetCommunityBenefitExpnsAmt
Total Expense0.09060TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,179,754TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,369,001DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,810,753NetCommunityBenefitExpnsAmt
Total Expense0.09660TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,083,412TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$7,903,524DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,179,888NetCommunityBenefitExpnsAmt
Total Expense0.14370TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$183,601BadDebtExpenseAmt
Bad Debt Expense Attributable$7,711BadDebtExpenseAttributableAmt
Reimbursed By Medicare$6,002,993ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$6,002,900CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$93MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOUNDVIEW MEMORIAL HOSPITAL & CLINICSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 WEST LAKE STREET PO BOX 40AddressLine1Txt
CityFRIENDSHIPCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53934ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.GUNDERSENHEALTH.ORG/MOUNDVIEWWebsiteAddressTxt
State License1014StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Critical Access HospitalYes (X)CriticalAccessHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1MOUNDVIEW MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SUPPLEMENTAL INFORMATIONOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt21ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE SUPPLEMENTAL INFORMATIONStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLHTTP://WWW.GUNDERSENHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCEFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLHTTP://WWW.GUNDERSENHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLHTTP://WWW.GUNDERSENHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MOUNDVIEW MEMORIAL HOSPITALPART V, SECTION B, LINE 5: A 52 QUESTION SURVEY WAS AVAILABLE FOR COMMUNITY MEMBERS TO COMPLETE FROM JUNE 14-AUGUST 8, 2021. THE SURVEY WAS AVAILABLE ONLINE VIA SURVEY MONKEY AND SHARED THROUGH FACEBOOK AND EMAILS TO VARIOUS COMMUNITY BUSINESSES, AGENCIES, COALITION MEMBERS, AND CHURCHES. PAPER COPIES WERE AVAILABLE AT HEALTH & HUMAN SERVICES, GUNDERSEN MOUNDVIEW, LIBRARIES IN ADAMS, ROME AND WI DELLS, THE COUNTY FAIR, AREA FOOD PANTRIES, FRIENDSHIP CONNECTION, AND WAS DISTRIBUTED TO THE COUNTY'S MEALS ON WHEELS RECIPIENTS. A SURVEY WAS TRANSLATED INTO SPANISH WITH COPIES SENT TO AREA FARMS THAT EMPLOY SPANISH SPEAKING WORKERS. PRESS RELEASES WERE SENT AND ADS PLACED THROUGH LOCAL MEDIA. THERE WERE 607 RESPONDENTS. TWO COMMUNITY FOCUS GROUPS WERE ALSO SCHEDULED AND ADVERTISED WITH NO ONE ATTENDING. TWO FOCUS GROUPS FOR COMMUNITY STAKEHOLDERS WERE HELD WITH TEN PARTICIPANTS. THERE WERE ALSO 23 KEY INFORMANT INTERVIEWS WITH COMMUNITY MEMBERS AND KEY STAKEHOLDERS. COMMUNITY STAKEHOLDER PARTICIPANTS INCLUDED MEDICAL PROVIDERS, SERVICE AGENCIES, SCHOOL LEADERS, COUNTY GOVERNMENT, BUSINESS LEADERS AS WELL AS MANY OTHERS WHO REPRESENTED LOW INCOME AND DISABILITY POPULATIONS.
MOUNDVIEW MEMORIAL HOSPITALPART V, SECTION B, LINE 6A: ASPIRUS AND SSM HEALTH CARE ST. CLARE HOSPITAL ALSO PARTICIPATED IN THE COUNTY-WIDE NEEDS ASSESSMENT HOSTED IN 2021 BY PUBLIC HEALTH. OUR NEEDS ASSESSMENT INCLUDES BRIEF INFO SPECIFIC TO US THAT IS THEN ATTACHED TO THE COUNTY-WIDE ASSESSMENT.
MOUNDVIEW MEMORIAL HOSPITALPART V, SECTION B, LINE 6B: ADAMS COUNTY HEALTH AND HUMAN SERVICES - DIVISION OF PUBLIC HEALTH AND GREAT RIVERS UNITED WAY
MOUNDVIEW MEMORIAL HOSPITALPART V, SECTION B, LINE 11: GUNDERSEN MOUNDVIEW IS ADDRESSING IDENTIFIED HEALTH NEEDS THROUGH COUNTY AND HOSPITAL SPECIFIC IMPLEMENTATION PLANS. THE INITIAL IDENTIFICATION OF HEALTH PRIORITIES THROUGH THE ASSESSMENT ARE, OVERALL, ENCOMPASSED IN OUR FOUR HOSPITAL PRIORITY AREAS, IN 2022, TWO COUNTY PUBLIC HEALTH COMMUNITY ACTION TEAMS WERE ESTABLISHED - MENTAL HEALTH AND ACCESS TO CARE. THE HOSPITAL PARTICIPATED WITH OTHER AGENCIES IN BOTH OF THESE GROUPS TO CONDUCT A GAP ANALYSIS, GOALS, SMART OBJECTIVES, AND WORK PLANS FOR IDENTIFIED HEALTH NEEDS. ADDITIONAL WORK TEAMS HAVE BEEN FORMED FROM THESE INITIAL CAT GROUPS SUCH AS TRANSPORTATION AND RECRUITMENT AND RETENTION OF HEALTHCARE PROVIDERS. IN 2023, THE HOSPITAL WILL PARTICIPATE IN THE ESTABLISHMENT OF TWO ADDITIONAL CAT GROUPS BASED ON IDENTIFIED HEALTH NEEDS. IN ADDITION, THE HOSPITAL HAS CONTINUED ITS OWN WORK SUCH AS SERVING ON NUMEROUS COMMUNITY COALITIONS AND PROVIDING SCHOOL SUPPORT THROUGH SERVING ON REFERENDUM COMMITTEES AND CONTINUING THE LOCAL STUDENT MENTORING PROGRAM INCLUDING EXPANDING IT TO FOUNDATION AND HOSPITAL BOARD VOLUNTEERS. WE ANNUALLY REVIEW PROGRESS ON OUR IMPLEMENTATION GOALS.
MOUNDVIEW MEMORIAL HOSPITALPART V, SECTION B, LINE 13H: HOSPITAL PATIENTS NOT MEETING FINANCIAL ASSISTANCE ELIGIBILITY THRESHOLDS MAY BE ELIGIBLE FOR ASSISTANCE UNDER CIRCUMSTANCES WHEN HOSPITAL MEDICAL BILLS WOULD RESULT IN SEVERE FINANCIAL HARDSHIP. PATIENTS, OR THEIR GUARANTORS, MAY BE ELIGIBLE FOR CATASTROPHIC CARE ASSISTANCE IF THEY HAVE INCURRED OUT-OF-POCKET OBLIGATIONS RESULTING FROM MEDICAL SERVICES PROVIDED BY GMV THAT EXCEED 25% OF FAMILY INCOME AND HAVE ASSETS BELOW THE EQUIVALENT OF 600% OF THE FPL THRESHOLD.
PART V, SECTION B LINE 7AHTTPS://WWW.GUNDERSENHEALTH.ORG/COMMUNITY-ASSESSMENT/
FieldValueIRS element (for citing)
Facility2FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - GUNDERSEN FRIENDSHIP CLINIC
402 WEST LAKE STREET PO BOX 40FRIENDSHIPWI53934RURAL HEALTH CLINIC
2 - GUNDERSEN WESTFIELD CLINIC
207 NORTH PIONEER PARK ROADWESTFIELSWI53964RURAL HEALTH CLINIC

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3C:HOSPITAL PATIENTS NOT MEETING FINANCIAL ASSISTANCE ELIGIBILITY THRESHOLDS MAY BE ELIGIBLE FOR ASSISTANCE UNDER CIRCUMSTANCES WHEN HOSPITAL MEDICAL BILLS WOULD RESULT IN SEVERE FINANCIAL HARDSHIP. PATIENTS, OR THEIR GUARANTORS, MAY BE ELIGIBLE FOR CATASTROPHIC CARE ASSISTANCE IF THEY HAVE INCURRED OUT-OF-POCKET OBLIGATIONS RESULTING FROM MEDICAL SERVICES PROVIDED BY GMV THAT EXCEED 25% OF FAMILY INCOME AND HAVE ASSETS BELOW THE EQUIVALENT OF 600% OF THE FPL THRESHOLD.
PART I, LINE 7:THE RATIO OF PATIENT COST TO CHARGES WAS CALCULATED BY DIVIDING HOSPITAL EXPENSES NET OF NON-PATIENT REVENUE AND IDENTIFIED COMMUNITY BENEFIT EXPENSE BY GROSS PATIENT REVENUE. THE PERCENTAGE WAS THEN MULTIPLIED BY THE GROSS REVENUES ON BAD DEBT ACCOUNTS.
PART I, LINE 7G:THE ORGANIZATION OPERATES 2 RURAL HEALTH CLINICS, AN OBSERVATION ROOM AND EMERGENCY ROOM WHERE THE COSTS EXCEED THE NET PATIENT SERVICE REVENUE. THESE SERVICES WOULD NOT BE PROVIDED TO THE COMMUNITY IF NOT FOR THE LEADERSHIP OF THE HOSPITAL. THE ORGANIZATION UTILIZED THEIR COST REPORT AND OTHER INTERNAL INFORMATION TO DETERMINE THE AMOUNTS TO BE RECORDED PER WORKSHEET 6 OF THE IRS FORM SCHEDULE H INSTRUCTIONS. AMOUNTS RECORDED HERE HAVE NOT BEEN DUPLICATED IN OTHER AREAS OF THE FORM, MEDICAID, BAD DEBT, FINANCIAL ASSISTANCE HAS BEEN REMOVED FROM THE AMOUNTS REPORTED AND THESE SERVICES WERE EXCLUDED FROM THE MEDICARE SURPLUS/SHORTFALL CALCULATION.
PART II, COMMUNITY BUILDING ACTIVITIES:THE HOSPITAL'S COMMUNITY BUILDING ACTIVITIES PROMOTES HEALTH OF THE COMMUNITIES IT SERVES THROUGH LOCAL ADVERTISEMENTS, INVOLVEMENT WITH CHAMBER OF COMMERCE, DEPARTMENT OF AGING AND OTHER COMMUNITY ORGANIZATIONS. THE AMOUNT OF SUPPORT IS DIFFICULT TO QUANTIFY.
PART III, LINE 2:THE RATIO OF PATIENT COST TO CHARGES WAS CALCULATED BY DIVIDING HOSPITAL EXPENSES NET OF NON-PATIENT REVENUE AND IDENTIFIED COMMUNITY BENEFIT EXPENSE BY GROSS PATIENT REVENUE. THE PERCENTAGE WAS THEN MULTIPLIED BY THE GROSS REVENUES ON BAD DEBT ACCOUNTS.
PART III, LINE 3:IT IS CONSIDERED COMMUNITY BENEFIT AS THE HOSPITAL IS REIMBURSED ON MEDICARE ALLOWABLE COSTS. MEDICARE ALLOWABLE COSTS ARE DEFINED BY MEDICARE. THEY DO NOT NECESSARILY CAPTURE ALL COSTS OF THE HOSPITAL PROVIDING SERVICES TO THE COMMUNITY. CONSEQUENTLY, THERE ARE COSTS NOT REIMBURSED BY EITHER PATIENT OR THE PROGRAM.
PART III, LINE 4:THE ORGANIZATION IS PART OF THE GUNDERSEN HEALTH SYSTEM'S CONSOLIDATED AUDIT IN WHICH THE FOOTNOTE THAT DISCUSSES THE BAD DEBT (IMPLICIT PRICE CONCESSIONS) EXPENSE IS LOCATED IN FOOTNOTE #2, PAGES 10, 11, 18 AND 19.
PART III, LINE 8:THE TOTAL MEDICARE REVENUE SHOWN IN SCHEDULE H TO THE FORM 990 IS BASED ON THE IRS 990 INSTRUCTIONS AND INCLUDES ONLY A PORTION OF THE GROSS MEDICARE REVENUE OF THE ORGANIZATION AND DOES NOT CONSIDER ALL CONTRACTUAL ADJUSTMENTS FOR SERVICES REIMBURSED BY THE MEDICARE PROGRAM. AMOUNTS LISTED FOR MEDICARE REVENUE DO NOT INCLUDE PHYSICIAN SERVICES FOR THE COVERAGE OF THE EMERGENCY DEPARTMENT AT THE ORGANIZATION AS WELL AS ANESTHESIA PROFESSIONAL SERVICES, SURGICAL PHYSICIAN PROFESSIONAL SERVICES, AND REVENUE FOR ANY PATIENTS COVERED UNDER MEDICARE ADVANTAGE PLAN PROGRAMS. PHYSICIAN PROFESSIONAL SERVICES ARE REIMBURSED PRIMARILY ON FEE SCHEDULE REIMBURSEMENTS AT RATES THAT ARE OFTEN BELOW THE COSTS OF CARING FOR PATIENTS. EMERGENCY, SURGICAL, AND CLINICAL PHYSICIAN SERVICES PROVIDED TO MEDICARE PATIENTS ARE VITAL TO THE WELL-BEING OF THE COMMUNITY AND AS SUCH THESE COSTS AND SHORTFALLS SHOULD ALSO BE CONSIDERED AS AN ADDITIONAL BENEFIT THAT MOUNDVIEW MEMORIAL HOSPITAL & CLINICS PROVIDES TO THE COMMUNITY AND SURROUNDING AREAS. THE COSTING METHOD USED ABOVE FOR IRS 990 COMPLIANCE REPORTING IS ALSO BASED ON THE FILED MEDICARE COST REPORT, AND DOES NOT CONSIDER MEDICARE NON-ALLOWABLE EXPENSES, AS IT IS BASED ON TOTAL HOSPITAL PATIENT SERVICE REVENUE (IGNORING CONTRACTUAL ADJUSTMENTS ON FEE SCHEDULE REIMBURSED ITEMS AND NON-ALLOWABLE MEDICARE EXPENSES AS NOTED ABOVE).WHETHER THERE IS A SHORTFALL OR SURPLUS ON SERVICES PROVIDED TO MEDICARE BENEFICIARIES, THESE PEOPLE, WHICH ARE TYPICALLY ELDERLY OR DISABLED MEMBERS OF THE COMMUNITY, ARE AN UNDERSERVED POPULATION WHO EXPERIENCE ISSUES WITH ACCESS TO HEALTHCARE SERVICES. WITHOUT TAX-EXEMPT HOSPITALS PROVIDING MEDICARE PATIENT SERVICES, THE CENTERS FOR MEDICARE AND MEDICAID (CMS) WOULD BEAR THE BURDEN OF DIRECTLY PROVIDING SERVICES TO THE ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY.
PART III, LINE 9B:THE ORGANIZATION FOLLOWS GUNDERSEN HEALTH SYSTEM'S GUIDELINES FOR COLLECTION PRACTICES RELATED TO PATIENTS QUALIFYING FOR CHARITY OR FINANCIAL ASSISTANCE. A PATIENT CAN APPLY FOR CHARITY OR FINANCIAL ASSISTANCE AT ANY TIME DURING THE COLLECTION CYCLE. ONCE QUALIFYING DOCUMENTATION IS RECEIVED THE PATIENT'S ACCOUNT IS ADJUSTED. PATIENT ACCOUNTS FOR THE QUALIFYING PATIENT IN THE PREVIOUS SIX MONTHS MAY ALSO BE CONSIDERED FOR CHARITY OR FINANCIAL ASSISTANCE. ONCE A PATIENT QUALIFIES FOR CHARITY OR FINANCIAL ASSISTANCE, ALL COLLECTION ACTIVITY IS SUSPENDED.
PART VI, LINE 2:THE HOSPITAL COMMUNICATES REGULARLY WITH PUBLIC HEALTH TO ADDRESS COMMUNITY HEALTH NEEDS. WE ANNUALLY REVIEW LOCAL, REGIONAL AND STATE DATA SOURCES. THE HOSPITAL COMPLETES REPORTS ON INFECTIOUS AND COMMUNICABLE DISEASE AND MONITORS FOR OUTBREAKS. ANNUAL RISK ASSESSMENTS ARE COMPLETED ON TB AND INFECTION CONTROL ISSUES. THE HOSPITAL MEASURES CHRONIC DISEASE SCREENING RATES. THE HOSPITAL REVIEWS DATA RELEVANT TO WORK BEING COMPLETED THROUGH THE LOCAL COMMUNITY ACTION TEAMS WHO ARE ADDRESSING THE PRIORITIZED HEALTH NEEDS.
PART VI, LINE 3:THE HOSPITAL ANNUALLY UPDATES THE AVAILABILITY OF ITS CHARITY PLAN AND QUALIFYING INCOME NEEDS TO QUALIFY ON THE HOSPITAL WEBSITE. THE EXISTENCE OF A CHARITY PLAN IS POSTED IN THE ADMITTING AREA. UPON REGISTRATION, THE PATIENT IS INFORMED OF THE HOSPITAL'S CHARITY PLAN, ELIGIBILITY, AND METHODS FOR APPLYING. ANYONE INTERESTED IN FURTHER INFORMATION IS REFERRED TO THE PATIENT ACCOUNT COORDINATOR FOR QUESTIONS AND ELIGIBILITY. THIS PERSON WORKS WITH THE PATIENT IN APPLICATION AS WELL AS EXPLORING THE POSSIBLE ELIGIBILITY OF ANY OTHER GOVERNMENT PROGRAM THAT MAY BE APPLICABLE, I.E. MEDICAID, BADGER CARE.
PART VI, LINE 4:GUNDERSEN MOUNDVIEW SERVES ALL RESIDENTS OF ADAMS COUNTY (POPULATION 21,226 PER CENSUS 2022 QUICK FACTS). WE ALSO SERVE WESTFIELD AREA RESIDENTS, LOCATED IN MARQUETTE COUNTY. HOWEVER, OUR PRIMARY SERVICE AREA IS THE CENTRAL PORTION OF ADAMS COUNTY INCLUDING THE ZIP CODES OF ADAMS, FRIENDSHIP, ARKDALE AND GRAND MARSH WHICH MAKE UP OVER 74% OF OUR REVENUE. THE MAJORITY OF ADAMS COUNTY RESIDENTS ARE WHITE (93.1%) AND A HIGH PERCENTAGE (31%) ARE AGE 65 AND OVER. THE MEDIAN HOUSEHOLD INCOME ($51,878) IS CONSIDERABLY LOWER THAN THE STATE. TOURISM AND AGRICULTURE ARE AMONG THE COUNTY'S LARGEST INDUSTRIES. THE COUNTY IS MEDICALLY UNDERSERVED AND HAS RANKED IN THE BOTTOM OF THE WI COUNTY HEALTH RANKINGS IN TERMS OF HEALTH OUTCOMES AND FACTORS.
PART VI, LINE 5:THE HOSPITAL IS A STRONG COMMUNITY PARTNER IN MANY LOCAL HEALTH EFFORTS. WE PROVIDE MONETARY AND IN-KIND SUPPORT TO SEVERAL INITIATIVES SUCH AS DONATIONS TO RECREATIONAL/WELLNESS PROGRAMS (EXAMPLE-PROVIDING FREE BIKE HELMETS TO YOUTH AND FUNDING TENNIS RACKETS TO BE USED BY SCHOOL STUDENTS AND AT YMCA TENNIS CLASSES). WE ALSO HAVE A PHYSICIAN SERVING ON THE LOCAL HEALTH BOARD, STAFF SERVING ON NUMEROUS COMMUNITY COALITIONS, COLLECT DONATIONS FOR AREA FOOD PANTRIES AND MUCH MORE. THESE ARE JUST A FEW AREAS WE HAVE ASSISTED. THE HOSPITAL BOARD ALSO INCLUDES COMMUNITY MEMBERS WHO ARE UNPAID.
PART VI, LINE 6:THE ORGANIZATION IS PART OF GUNDERSEN LUTHERAN HEALTH SYSTEM. EACH AFFILIATE DEVELOPS ITS OWN NEEDS ASSESSMENT AND IMPLEMENTATION PLAN, WITH SUPPORT FROM THE SYSTEM AS NEEDED. THE SYSTEM HOLDS QUARTERLY COMMUNITY BENEFIT MEETINGS AMONG THE AFFILIATES TO REVIEW PROGRESS ON GOALS.
PART VI, LINE 7, REPORTS FILED WITH STATESWI

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOUNDVIEW MEMORIAL FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40AddressLine1Txt
CityFRIENDSHIPCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53934ZIPCd
FieldValueIRS element (for citing)
Recipient EIN391775074RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$551,107CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTRANSFER OF ASSETS HELD IN CHARITIES AND DONATIONS TO FOUNDATION FOR DISBURSEMENT TO LOCAL NON-PROFITS FOR VARIOUS AID/PROGRAMS IN THE COMMUNITYPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRYAN ERDMANN
BOARD TRUSTEE/COO$0$304,833$0$601$0$10,872$0$12,200$0$28,238$0$356,744$0$0
STEPHANIE CARROLL
BOARD TRUSTEE/MD HOSPITALIST$0$293,496$0$4,103$0$0$0$6,103$0$25,593$0$329,295$0$0
FRANK PEREZ-GUERRA
CEO$0$185,365$0$519$0$4,566$0$7,737$0$24,144$0$222,331$0$0
DEENA KEDROWSKI
OUTPATIENT PHARMACY MANAGER$156,521$0$183$0$1,032$0$4,926$0$28,023$0$190,685$0$0$0
ROXANNE POTTS
BOARD TRUSTEE/CLINICAL OPS. DIRECTOR$0$150,022$0$591$0$6,421$0$5,418$0$21,494$0$183,946$0$0
SARAH ROSSMAN
SECRETARY$0$148,119$0$1,617$0$929$0$6,008$0$2,942$0$159,615$0$0
BRAD SHAW
IMPATIENT PHARMACY MANAGER$149,279$0$488$0$216$0$1,800$0$1,441$0$153,224$0$0$0
PRESTON PIETRZAK
PHARMACIST$134,520$0$23$0$216$0$4,083$0$12,655$0$151,497$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationA RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4GUNDERSEN AND BELLIN HEALTH SYSTEMS, INC. (BELLIN), EACH A WISCONSIN NONPROFIT, NON-STOCK CORPORATION, ENTERED INTO A COMBINATION AGREEMENT DATED JULY 29, 2022 (THE AGREEMENT), TO ALIGN THEIR RESPECTIVE OPERATIONS AND TO FORM A SINGLE NONPROFIT HEALTH SYSTEM THROUGH THE CREATION OF BELLIN GUNDERSEN HEALTH SYSTEM, INC., A WISCONSIN NONPROFIT, NON-STOCK CORPORATION (BELLIN GUNDERSEN). ON DECEMBER 1, 2022, UPON CONSUMMATION OF THE ALIGNMENT OF THE TWO SYSTEMS (THE AFFILIATION), BELLIN GUNDERSEN BECAME THE SOLE CORPORATE MEMBER OF BOTH BELLIN AND GUNDERSEN. BELLIN AND GUNDERSEN AND THEIR RESPECTIVE AFFILIATES ARE EXPECTED TO MAINTAIN THEIR RESPECTIVE CORPORATE EXISTENCE. IN DECEMBER 2022, THE BYLAWS OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. WERE AMENDED AND RESTATED TO UPDATE THE SOLE CORPORATE MEMBER TO BELLIN GUNDERSEN HEALTH SYSTEM, INC. THE BYLAWS WERE ALSO UPDATED TO SPECIFY THE POWERS RETAINED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. THE CHIEF EXECUTIVE OFFICER OF BELLIN GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. RETAINS AUTHORITY TO APPROVE ANY SIGNIFICANT CHANGES TO THE CORPORATION. SUBJECT TO THE RESERVED POWERS SPECIFIED IN THE BYLAWS, THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 6THE HOSPITAL HAS A NINE MEMBER BOARD OF DIRECTORS COMPRISED OF FIVE MEMBERS FROM THE HEALTH SYSTEM AND FOUR COMMUNITY DIRECTORS CHOSEN FROM OUR LOCAL SERVICE AREA.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS SOLICITS NOMINATIONS FROM CANDIDATES TO FILL OPEN BOARD SEATS. THE FULL BOARD THEN VOTES TO APPROVE OR DISAPPROVE THE NEW POSITION.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS OF THE BOARD OF DIRECTORS MUST APPROVE ANY BYLAW CHANGES.
FORM 990, PART VI, SECTION B, LINE 11BTHE IRS FORM 990 IS REVIEWED BY MANAGEMENT AND PROVIDED TO THE FINANCE COMMITTEE AND THEN ENTIRE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED EVERY YEAR BY THE POLICY AND PROCEDURE COMMITTEE AND BY THE CEO. OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE POLICY AND DISCLOSE CONFLICTS. THE CEO REVIEWS THE SIGNED STATEMENTS. IF THERE IS A CONFLICT, THE CONFLICT WOULD BE DECLARED, AND THE MEMBER WOULD ABSTAIN FROM VOTING.
FORM 990, PART VI, SECTION B, LINE 15ATHE HEALTH SYSTEM RELIES ON MARKET COMPARABLE SALARY DATA TO SET THE RANGE OF COMPENSATION FOR THE CEO POSITION. THE RANGES ARE ADJUSTED AND REVIEWED ANNUALLY BY THE BOARD'S COMPENSATION COMMITTEE, WITH FINAL APPROVAL BY THE SYSTEM BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION BELIEVES THE GOVERNING DOCUMENTS AND POLICIES ARE THE PROPERTY OF THE ORGANIZATION AND ARE NOT AVAILABLE FOR PUBLIC INSPECTION. THE AUDITED FINANCIAL STATEMENTS ARE NOW REQUIRED TO BE ATTACHED TO FORM 990. AUDITED FINANCIAL INFORMATION IS POSTED ANNUALLY ON THE HOSPITAL'S WEBSITE.
FORM 990, PART IX, LINE 11GEMERGENCY ROOM SERVICE FEES: PROGRAM SERVICE EXPENSES 3,099,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,099,252. ANESTHESIA SERVICE FEES: PROGRAM SERVICE EXPENSES 329,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,560. LABORATORY SERVICE FEES: PROGRAM SERVICE EXPENSES 385,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 385,133. PHARMACY SERVICE FEES: PROGRAM SERVICE EXPENSES 82,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,648. FAMILY MEDICINE SERVICE FEES: PROGRAM SERVICE EXPENSES 790,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 790,861. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,603,876. MANAGEMENT AND GENERAL EXPENSES 1,571,814. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,175,690.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BELLIN COLLEGE INC
3201 EATON ROADGREEN BAYWI54311391620530NURSING AND RADIOLOGIC SCIENCE COLLEGEWI501(C)(3)LINE 2BELLIN HEALTH SYSTEMS INCYes (1)
BELLIN GUNDERSEN HEALTH SYSTEM INC
1836 SOUTH AVENUELA CROSSEWI54601920504278PARENTWI501(C)(3)LINE 12B, II0N/A
BELLIN HEALTH SYSTEMS INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391512904SUPPORT OF HEALTHCARE ORGANIZATIONSWI501(C)(3)LINE 12B, IIBELLIN GUNDERSEN HEALTH SYSTEMS INCYes (1)
BELLIN MEMORIAL HOSPITAL INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301390884478HEALTH CAREWI501(C)(3)LINE 3BELLIN HEALTH SYSTEMS INCYes (1)
BELLIN PSYCHIATRIC CENTER INC
PO BOX 23725GREEN BAYWI54305391657627PSYCHIATRIC HOSPITALWI501(C)(3)LINE 3BELLIN HEALTH SYSTEMS INCYes (1)
COMMUNITY HOUSING OF LA CROSSE INC
1900 SOUTH AVENUELA CROSSEWI54601391586700INDEPENDENT LIVINGWI501(C)(3)LINE 10LUTHERAN REAL ESTATE HOLDING CORPYes (1)
GUNDERSEN CLINIC LTD
1910 SOUTH AVENUELA CROSSEWI54601391028657HEALTHCAREWI501(C)(3)LINE 3GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
GUNDERSEN LUTHERAN ADMINISTRATIVE SVC
1910 SOUTH AVENUELA CROSSEWI54601391606449SUPPORTING ORGWI501(C)(3)LINE 12B, IIGUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
GUNDERSEN LUTHERAN CREDENTIALING SVC INC
1910 SOUTH AVENUELA CROSSEWI54601391856898CREDENTIALINGWI501(C)(3)LINE 12C, III-FIGUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
GUNDERSEN LUTHERAN HEALTH SYSTEM INC
1836 SOUTH AVENUELA CROSSEWI54601391866425SUPPORTING ORGWI501(C)(3)LINE 12B, IIBELLIN GUNDERSEN HEALTH SYSTEM INCYes (1)
GUNDERSEN LUTHERAN MEDICAL CENTER INC
1910 SOUTH AVENUELA CROSSEWI54601390813416HEALTHCAREWI501(C)(3)LINE 3GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
1836 SOUTH AVENUELA CROSSEWI54601391249705FOUNDATIONWI501(C)(3)LINE 7GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
HARMONY COMMUNITY HEALTHCARE INC
815 MAIN AVENUESOUTH HARMONYMN55939410711606HEALTHCAREMN501(C)(3)LINE 10GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
LAKE MICHIGAN HEALTH SERVICES INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391512903SUPPORT PURPOSES OF BELLIN MEMORIAL HOSPITALWI501(C)(3)LINE 12B, IIBELLIN HEALTH SYSTEMS INCYes (1)
LUTHERAN HOUSING OF LA CROSSE
1900 SOUTH AVENUELA CROSSEWI54601391751934INDEPENDENT LIVINGWI501(C)(3)LINE 10LUTHERAN REAL ESTATE HOLDING CORPYes (1)
LUTHERAN REAL ESTATE HOLDING CORP
1910 SOUTH AVENUELA CROSSEWI54601391480826HOUSINGWI501(C)(3)LINE 12C, III-FIGUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
MEMORIAL HEALTHCARE FOUNDATION OF ADAMS COUNTY INC
PO BOX 40FRIENDSHIPWI53934391775074FOUNDATIONWI501(C)(3)LINE 12A, IMOUNDVIEW MEMORIAL HOSPITALS AND CLINICSYes (1)
MEMORIAL HOSPITAL OF BOSCOBEL
205 PARKER STREETBOSCOBELWI53805390845590HEALTHCAREWI501(C)(3)LINE 3GUNDERSENT LUTHERAN HEALTH SYSTEMYes (1)
OCONTO HOSPITAL & MEDICAL CENTER INC
820 ARBUTUS AVENUEOCONTOWI54153061745397HEALTH CAREWI501(C)(3)LINE 3BELLIN MEMORIAL HOSPITAL INCYes (1)
PALMER LUTHERAN HEALTH CENTER INC
112 JEFFERSON STREETWEST UNIONIA52175421320763HEALTHCAREIA501(C)(3)LINE 3GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
SAINT ELIZABETH'S HOSPITAL OF WABASHA
1200 GRANT BLVD WESTWABASHAMN55981410693877HEALTHCAREMN501(C)(3)LINE 3GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
ST JOSEPH'S HEALTH SERVICES INC
400 WATER AVENUEHILLSBOROWI54634390929538HEALTHCAREWI501(C)(3)LINE 3GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
ST JOSEPH'S MEMORIAL FOUNDATION INC
400 WATER AVENUEHILLSBOROWI54634391455787FOUNDATIONWI501(C)(3)LINE 12A, IST JOSEPH'S HEALTH SERVICESYes (1)
THE BELLIN HEALTH FOUNDATION INC
PO BOX 23400GREEN BAYWI54301391809171FOUNDATIONWI501(C)(3)LINE 7BELLIN HEALTH SYSTEMS INCYes (1)
TRI-COUNTY MEMORIAL FOUNDATION INC
18601 LINCOLN STREETWHITEHALLWI54773300093022FOUNDATIONWI501(C)(3)LINE 12A, ITRI-COUNTY MEMORIAL HOSPITALYes (1)
TRI-COUNTY MEMORIAL HOSPITAL
18601 LINCOLN STREETWHITEHALLWI54773390704510HEALTHCAREWI501(C)(3)LINE 3GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
TRI-STATE AMBULANCE INC
235 CAUSEWAY BOULEVARDLA CROSSEWI54603391965415MEDICAL TRANSPORTWI501(C)(3)LINE 10GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
TRI-STATE REGIONAL AMBULANCE INC
235 CAUSEWAY BOULEVARDLA CROSSEWI54603391962965MEDICAL TRANSPORTWI501(C)(3)LINE 10GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)
TWEETEN LUTHERAN HEALTHCARE CENTER INC
125 FIFTH AVENUE SESPRING GROVEMN55974411565003HEALTHCAREWI501(C)(3)LINE 10GUNDERSEN LUTHERAN HEALTH SYSTEMYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
BEL-REGIONAL HOME MEDICAL INC
617 S ROOSEVELTGREEN BAYWI54301391504766DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESSWIN/AC0
BELLIN INVESTMENTS INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391564939OTHERWIN/AC0
GUNDERSEN ENVISION LLC
1836 SOUTH AVENUELA CROSSEWI54601264706546RENEWABLE ENERGYWIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MEMORIAL HEALTHCARE FOUNDATION OF ADAMS COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$551,107InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt