2023-11-14T10:17:38+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2022-01-01 391606449 Gundersen Lutheran Administrative Services Inc GUND 6087827300 1910 SOUTH AVE LA CROSSE WI 54601 STEVE LITTLE INTERIM CFO 2023-11-14 true STEVE LITTLE 999009999 Emily Upstrom P01765498 4142748740 2023-11-14 2022 2023-04-26 12:10:37Z SCOTT RATHGABER MD 1910 SOUTH AVE LA CROSSE WI 54601 995552064 false X WWW.GUNDERSENHEALTH.ORG X 1987 WI TO SUPPORT GUNDERSEN HEALTH SYSTEM'S HEALTH CARE AND OTHER ORGS MISSIONS THROUGHOUT OUR SERVICES AREA, MANAGING THE LARGER PORTION OF BUISINESS SVCS, EDUCATION AND INVESTING. 6 0 9419 310 3997310 315172 1576875 437720 906325303 963115810 44912902 29672366 527000 514440 953342080 993740336 2605097 9341781 0 786360513 851847734 0 0 123427142 140101405 912392752 1001290920 40949328 -7550584 1235621372 1007573596 1192791645 1095318628 42829727 -87745032 SEE SCHEDULE O. false false 930346089 9341781 963115810 GENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC. AND OTHER AFFILIATES: ADMINISTRATIVE, INFORMATION SYSTEMS, BILLING AND CODING, LAUNDRY, MEDICAL RECORDS, HUMAN RESOURCES, FINANCE, FACILITY OPERATIONS, CENTRAL SERVICES AND OTHER MISCELLANEOUS SERVICES. 930346089 true true false true false false false false false true false false false true true false true false false false false false false false false false true false true true false false false false false true false false true false false false false false true true false false false true 537 0 true 9419 true true true false false false false false false false false false false false X 6 0 true false true false true true true true true false false true true true true true true true true true true WI X STEVE LITTLE 6087827300 1900 SOUTH AVENUE NCA LA CROSSE WI 54601 ANDREA HAUSER BOARD OF TRUSTEES-CNO, ADMIN VP NURSING & SYSTEM PRACTICES 42.0 5.0 X X 244113 0 51032 BRYAN ERDMANN BOARD OF TRUSTEES - CHIEF OPERATING OFFICER 42.0 6.5 X X 316306 0 72463 DAN FLORNESS BOARD OF TRUSTEES - TREASURER 2.0 4.0 X X 0 0 0 GERALD ARNDT BOARD OF TRUSTEES - CHAIR 2.0 7.0 X X 0 0 0 GLENA TEMPLE PHD BOARD OF TRUSTEES - SECRETARY 2.0 4.0 X X 0 0 0 HEATHER SCHIMMERS BOARD OF TRUSTEES - PRESIDENT 42.0 7.0 X X 514939 0 58135 JOHN LYCHE BOARD OF TRUSTEES - VICE CHAIR 2.0 4.0 X X 0 0 0 ROBYN BORGE MD BOARD OF TRUSTEES-CHIEF MEDICAL OFFICER 42.0 6.0 X X 306023 0 46630 SCOTT RATHGABER MD BOARD OF TRUSTEES - CEO, CHAIRMAN 42.0 6.0 X X 1020916 0 67219 TODD KOWALSKI MD BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER 42.0 4.0 X X 473806 0 72811 BENJAMIN JARMAN MD BOARD OF TRUSTEES - MEMBER 42.0 6.0 X 501955 0 58135 CHRIS EBERLEIN MD BOARD OF TRUSTEES - MEMBER 42.0 6.0 X 387958 0 67719 JENNIFER KLEVEN MD BOARD OF TRUSTEES - MEMBER 42.0 6.0 X 361979 0 47577 MARK GLENDENNING BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 RICHARD RADCLIFFE BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 TITA YUTUC BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 CHRISTINE WALLER MD MED VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 42.0 6.0 X 520081 0 77227 DANIEL LILLY SECRETARY 42.0 4.5 X 491361 0 68219 GERALD OETZEL CFO, TREASURER 42.0 7.0 X 615642 0 52651 JONATHAN ZLABEK MD MEDICAL VP, CROSS-FUNCTIONAL CARE 42.0 4.0 X 461310 0 68469 KELLEY BAHR MD MEDICAL VP, AMBULATORY SERVICES 42.0 4.0 X 393507 0 44275 KRAIG SCHUSTER ADMIN VP, COMMUNITY 42.0 6.0 X 284169 0 53972 MARILU BINTZ MD MED VP, COMM AND CMO-CRITICAL ACCESS HOSP 42.0 8.0 X 620762 0 52634 MARY ELLEN MCCARTNEY CHIEF HUMAN RESOURCES OFFICER 42.0 6.0 X 384407 0 59267 MICHAEL DOLAN MD EXEC VP, MEDICAL COO 42.0 6.0 X 636281 0 71911 MICHAEL MCKEE ADMIN VP, ACUTE CARE AND NURSING AND SYSTEMS 42.0 6.3 X 270756 0 67960 PRAVEEN CHOPRA CHIEF INFORMATION OFFICER 42.0 6.0 X 509283 0 73161 RACHEL ALBRECHT ADMIN VP, AMBULATORY SERVICES 42.0 4.8 X 151435 0 46902 STEPHANIE NEUMAN MD MEDICAL VP, AMBULATORY SERVICES 42.0 6.0 X 472535 0 71411 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 42.0 10.0 X 498943 0 71269 TINA LECHNIR ADMIN VP, CROSS-FUNCTIONAL CARE 42.0 4.0 X 58446 0 10925 WILLIAM FARRELL CHIEF BUSINESS AND STRATEGY OFFICER 42.0 7.5 X 437724 0 44275 ELLEN PEDRETTI-FENDT VICE PRESIDENT APPLICATION SERVICES 40.0 0.0 X 203686 0 54866 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 40.0 0.0 X 260080 0 37379 JACK SCHWARTZ VICE PRESIDENT FOUNDATION 40.0 0.0 X 215332 0 38237 JANINE LUZ VICE PRESIDENT LEARNING 40.0 0.0 X 229446 0 51353 KARI ADANK VICE PRESIDENT COMPLIANCE 40.0 0.0 X 236819 0 59638 KRISTER MATTSON VICE PRESIDENT ENTERPRISE ANALYTICS 40.0 0.0 X 298053 0 51698 MARY KUFFEL MD MEDICAL VICE PRESIDENT 40.0 0.0 X 538187 0 45667 P MICHAEL JACOBS DPM MEDICAL VICE PRESIDENT 40.0 0.0 X 461210 0 67702 PAMELA MAAS VICE PRESIDENT BUSINESS SERVICES 40.0 0.0 X 274453 0 32393 SHANNON MULLIGAN VP HR & TOTAL REWARDS 40.0 0.0 X 264842 0 35571 DOUGLAS HUGHES MD MEDICAL DOCTOR 40.0 0.0 X 1080521 0 53519 JEFFREY LAWRENCE MD MEDICAL DOCTOR 40.0 0.0 X 1152244 0 65719 JERRY DAVIS MD MEDICAL DOCTOR 40.0 0.0 X 1103855 0 53519 KURT ZIEGELBEIN MD MEDICAL DOCTOR 40.0 0.0 X 998787 0 68569 MARK TOPOLSKI MD MEDICAL DOCTOR 40.0 0.0 X 1111397 0 58135 GREGORY THOMPSON MD FORMER CHIEF MED OFF THRU 21 40.0 0.0 X 322668 0 53156 STEPHANIE CARROLL MD FORMER MEDICAL VP THRU 20 40.0 0.0 X 297599 0 63310 19983816 0 2366680 69 true true false KRAUS ANDERSON CONSTRUCTION CO 501 SOUTH EIGHTH STREET MINNEAPOLIS MN 55404 CONSTRUCTION CONTRACTOR 6057164 FOWLER AND HAMMER INC 313 MONITOR STREET LA CROSSE WI 54603 CONSTRUCTION CONTRACTOR 6030771 WIESER BROTHERS INC 200 TWILITE STREET LA CRESCENT MN 55947 CONSTRUCTION CONTRACTOR 5230523 SIRIUS COMPUTER SOLUTIONS INC PO BOX 202289 DALLAS TX 753202289 COMPUTER CONTRACTOR 4259378 HAYES LOCUMS LLC POX BOX 88122 CHICAGO IL 606801122 CONTRACTED DOCTOR 3972145 394 56330 373482 7908 437720 SERVICES PROVIDED TO GUNDERSEN 561000 959863687 959863687 ADMIN. AND TECHNICAL SUPPORT SERVICES 561499 3252123 3252123 0 0 0 0 963115810 29477987 422402 29055585 1791723 1600068 191655 0 191655 191655 406039 211660 0 194379 194379 194379 HEALTH SHOP SALES 446199 322785 322785 0 0 0 0 322785 993740336 959863687 3997310 29441619 9341781 9341781 8883451 8883451 3106145 3106145 665768132 634234321 31533811 46459624 41771165 4688459 86818299 83329291 3489008 40812083 38557384 2254699 2214117 256212 1957905 372113 372113 235832 235832 0 1969040 -22220 1991260 30515908 24374831 6141077 0 1756925 115426 1641499 9816491 8674549 1141942 37110108 35389133 1720975 10692328 8817137 1875191 648221 491249 156972 786049 624739 161310 11353077 11353077 0 19010579 18660231 350348 1060282 1053877 6405 SUPPLIES/BAD DEBT 1832312 1832312 DUES/MEMBERSHIPS/LICENSES 2142885 1484332 658553 RECRUITING/EMPLOYEE DEVELOPMENT/TAXES 3967473 3260023 707450 CREDIT CARD EXPENSE 1428211 1420201 8010 3189454 1985061 1204393 0 1001290920 930346089 70944831 0 17055873 18339297 188308097 35438480 97544 67828 0 0 23757402 28471988 12891593 12499384 20595906 27885004 310169570 173638444 112626178 136531126 841081347 734403415 0 0 19207432 13937074 1235621372 1007573596 153279914 132951216 352255000 343535000 0 0 687256731 618832412 1192791645 1095318628 X 42829727 -87745032 42829727 -87745032 1235621372 1007573596 X -7550584 -120718868 0 -2305307 X false true X true true true X X 19 COMMUNITY HOUSING OF LA CROSSE INC 391586700 9 false 0 0 GUNDERSEN CLINIC LTD 391028657 3 true 0 0 GUNDERSEN LUTHERAN MEDICAL CENTER INC 390813416 3 true 0 0 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 391249705 7 false 0 0 HARMONY COMMUNITY HEALTH CARE INC 410711606 7 false 0 0 LUTHERAN HOUSING OF LA CROSSE INC 391751934 9 false 0 0 MEMORIAL HOSPITAL OF BOSCOBEL 390845590 3 false 0 0 PALMER LUTHERAN HEALTH CENTER INC 421320763 3 false 0 0 ST JOSEPH HEALTH SERVICES INC 390929538 3 false 0 0 TRI-COUNTY MEMORIAL HOSPITAL INC 390704510 3 false 0 0 TRI-STATE AMBULANCE INC 391965415 3 false 0 0 TRI-STATE REGIONAL AMBULANCE INC 391962965 9 false 0 0 TWEETEN LUTHERAN HEALTHCARE CENTER INC 411565003 9 false 0 0 MOUNDVIEW MEMORIAL HOSPITALS & CLINICS 390944012 3 false 0 0 MEMORIAL HC FDTN OF ADAMS COUNTY INC 391775074 9 false 0 0 SAINT ELIZABETH'S HOSPITAL OF WABASHA INC 410693877 3 false 0 0 BOSCOBEL AREA HEALTHCARE PARTNERS 450498844 7 false 0 0 MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION INC 391688793 7 false 0 0 PALMER MEMORIAL FOUNDATION 421032878 7 false 0 0 19 0 0 false false false false false true false false false false false false false false false true Schedule A, Part I, Line 12g INFORMATION ON SUPPORTED ORGANIZATIONS GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES IS AN INTEGRAL PART OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM AND PROVIDES SUPPORT TO EACH OF THE ORGANIZATIONS LISTED; HOWEVER, SUCH SERVICES CANNOT EASILY BE QUANTIFIED IN DOLLAR-BASED TERMS. Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name THE ARTICLES OF INCORPORATION OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. (GLAS) PROVIDE THAT IT SHALL SUPPORT, OPERATE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND CARRY OUT SOME OR ALL OF THE CHARITABLE PURPOSES OF GUNDERSEN LUTHERAN, INC., GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL CENTER, INC. AND THEIR NONPROFIT AFFILIATES (HEREAFTER REFERRED TO AS THE GUNDERSEN LUTHERAN HEALTH SYSTEM) SO LONG AS THOSE ORGANIZATIONS ARE DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE, AND OTHER SECTION 501(C)(3) ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE WHICH ARE AFFILIATED WITH ANY OF THE AFORESAID ORGANIZATIONS. GLAS SUPPORTS THE THREE NAMED ENTITIES, TWO OF WHICH HAVE BEEN RECOGNIZED AS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAVE BEEN CLASSIFIED AS PUBLIC CHARITIES UNDER IRC SECTION 509(A)(1) OR (2) AND THE OTHER, GUNDERSEN LUTHERAN, INC., IS OPERATED, SUPERVISED, OR CONTROLLED BY OR CONNNECTION WITH THE NAMED SUPPORTED ORGANIZATIONS. FURTHER, PURSUANT TO THEIR BY-LAWS, THE GOVERNING BODY OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. (FORMALLY GUNDERSEN LUTHERAN, INC.) SERVES AS THE GOVERNING BODY OF GLAS, AS WELL AS GUNDERSEN CLINIC, LTD, AND GUNDERSEN LUTHERAN MEDICAL CENTER, INC. THUS, GLAS MEETS THE RELATIONSHIP TEST AS A TYPE II ORGANIZATION BECAUSE THERE IS COMMON SUPERVISION AND CONTROL BETWEEN GLAS AND ITS TWO NAMED SUPPORTED ORGANIZATIONS (TREAS. REGS. SECTION 1.509(A)-4(H)). GLAS ALSO SUPPORTS ORGANIZATIONS DESCRIBED IN IRC SECTION 509(A)(1) AND (2) WHICH ARE AFFILIATED WITH THE SUPPORTED ORGANIZATIONS OR ARE 501(C)(3) PUBLIC CHARITIES AFFILIATED WITH THESE AFFILIATED ENTITIES. THEY ARE DESCRIBED BY CLASS. TO QUALIFY AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION, AN ORGANIZATION MUST SUPPORT ONE OR MORE SPECIFIED ORGANIZATIONS. FOR TYPE II SUPPORTING ORGANIZATIONS, SPECIFIED ORGANIZATIONS CAN BE EITHER SPECIFIED BY NAME IN THE SUPPORTING ORGANIZATION'S ARTICLES OF INCORPORATION, OR THE ARTICLES MUST DESIGNATE THE SUPPORTED ORGANIZATION(S) BY CLASS OR PURPOSE AND WHICH INCLUDE PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE PUBLICLY SUPPORTED ORGANIZATIONS SPECIFIED IN THE ARTICLES. (TREAS. REGS. SECTION 1.509(A)-4(D)(2)(B)(2). HEREFORE, THE LACK OF INCLUDING THE NAME OF THE AFFILIATED ORGANIZATIONS THAT GLAS WILL SUPPORT IN ITS ARTICLES OF INCORPORATION DOES NOT OTHERWISE DEFEAT GLAS'S STATUS AS A TYPE II SUPPORTING ORGANIZATION, BECAUSE ITS ARTICLES DESCRIBE THESE SUPPORTED ORGANIZATIONS BY CLASS (AFFILIATED WITH THE SPECIFIED SUPPORTED ORGANIZATION) AND REQUIRE THAT THEY BE EXEMPT FROM TAX UNDER IRC SECTION 501 (C) (3) AND DESCRIPBED IN IRC SECTION 509 (A) (1) OR (2). Schedule A, Part IV, Section A, Line 6 Support to other supported orgs GENERAL SERVICES PROVIDED TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. AND OTHER AFFILIATES: ADMINISTRATIVE, INFORMATION SYSTEMS, BILLING AND CODING, LAUNDRY, MEDICAL RECORDS, HUMAN RESOURCES, FINANCE, FACILITY OPERATIONS, CENTRAL SERVICES AND OTHER MISCELLANEOUS SERVICES. GLAS ALSO GIVES GRANTS TO QUALIFIED 501(C)(3) PUBLIC CHARITIES AND GOVERNMENTAL ENTITIES THAT SUPPORT THE MISSION OF GLAS AND THE ORGANIZATIONS THEY SUPPORT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 235832 242027 235832 242027 1001055088 2564277341 1001290920 2564519368 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 219416 243000 358231 235832 1056479 250000 250000 250000 250000 1000000 1500000 0 0 0 Schedule C, Part II-A AFFILIATED ORGANIZATIONS ORGANIZATION NAME: GUNDERSEN LUTHERAN ADMINISTRATIVE SVCS ADDRESS: 1910 S. AVE LA CROSSE, WI 54601 EIN: 39-1606449 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 235,832. TOTAL LOBBYING EXPENDITURES: 235,832. OTHER EXEMPT PURPOSE EXPENDITURES: 1,001,055,088. TOTAL EXEMPT PURPOSE EXPENDITURES: 1,001,290,920. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATIONS (CONT'D) ORGANIZATION NAME: GUNDERSEN CLINIC, LTD. ADDRESS: 1836 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-1028657 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 6,195. TOTAL LOBBYING EXPENDITURES: 6,195. OTHER EXEMPT PURPOSE EXPENDITURES: 271,691,930. TOTAL EXEMPT PURPOSE EXPENDITURES: 271,698,125. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATIONS (CONT'D) ORGANIZATION NAME: GUNDERSEN LUTHERAN MEDICAL CENTER, INC. ADDRESS: 1910 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-0813416 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: NONE. TOTAL LOBBYING EXPENDITURES: NONE. OTHER EXEMPT PURPOSE EXPENDITURES: 1,291,530,323. TOTAL EXEMPT PURPOSE EXPENDITURES: 1,291,530,323. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATIONS (CONT'D) ORGANIZATION NAME: GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ADDRESS: 1836 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-1866425 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: NONE. TOTAL LOBBYING EXPENDITURES: NONE. OTHER EXEMPT PURPOSE EXPENDITURES: NONE. TOTAL EXEMPT PURPOSE EXPENDITURES: NONE. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: 11070469 11070469 107885402 36125910 71759492 6272174 3967996 2304178 184941525 133544538 51396987 136531126 INTERCOMPANY PAYABLE 579273189 LOSS ON SWAP CONTRACTS 6129149 OPERATING LEASE OBLIGATIONS 4752522 LT CIMP LIABILITY 10594089 TEB PRE/(DISC) CURRENT AND LT 17878358 DEFERRED COMPENSATION 41058 SECURITY DEPOSIT PAYABLE 88455 DEFERRED REVENUE 6367 SALES TAX PAYABLE 69225 618832412 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote INCOME TAX MATTERS (IN THOUSANDS) THE SYSTEM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), WITH THE EXCEPTION OF GUNDERSEN LUTHERAN ENVISION, LLC, WHICH IS A FOR-PROFIT ENTITY. AT NOVEMBER 30, 2022 AND DECEMBER 31, 2021, NET DEFERRED TAX ASSETS OF $7,351 AND $7,545, RESPECTIVELY, WHICH PRIMARILY ARE RELATED TO NET OPERATING LOSS CARRYFORWARDS, HAVE VALUATION ALLOWANCES OF $7,351 AND $7,545, RESPECTIVELY, RECORDED AGAINST THEM DUE TO THE UNCERTAINTY OF REALIZING THOSE BENEFITS IN THE FUTURE. AT NOVEMBER 30, 2022, THE SYSTEM'S FEDERAL NET OPERATING LOSS CARRYFORWARDS WERE APPROXIMATELY $27,800, AND THE STATE NET OPERATING LOSS CARRYFORWARDS WERE APPROXIMATELY $25,700, WHICH WILL EXPIRE BETWEEN 2031 AND 2040. THE SYSTEM HAS REVIEWED ITS 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 2018 AND PRIOR YEARS. true GREAT RIVERS UNITED WAY 1855 East Main St Onalaska WI 54650 390848188 501 (C)(3) 165000 OPERATIONS SUPPORT SAINT CLARE HEALTH MISSION 916 Ferry Street La Crosse WI 54601 823903651 501 (C)(3) 100000 OPERATIONS SUPPORT LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM 1725 State Street La Crosse WI 54601 391804725 501 (C)(3) 83484 OPERATIONS SUPPORT LA CROSSE AREA FAMILY YMCA 1140 Main Street La Crosse WI 54601 390806172 501 (C)(3) 50000 OPERATIONS SUPPORT SUNFLOWER CHILD DEVELOPMENT CENTER 300 Iowa Highway 9 Decorah IA 52101 421036817 501 (C)(3) 25000 OPERATIONS SUPPORT ADULT & TEEN CHALLENGE OF WESTERN WISCONSIN INC 2507 Weston St La Crosse WI 54601 822144057 501 (C)(3) 25000 OPERATIONS SUPPORT LA CROSSE COUNTY TREASURER 212 6th St N La Crosse WI 54601 396005709 GOV 25000 OPERATIONS SUPPORT LA CROSSE ROTARY BRAIN GAME INC PO Box 384 La Crosse WI 54602 263035626 501 (C)(3) 24300 OPERATIONS SUPPORT LA CROSSE AREA CHAMBER OF COMMERCE 601 7th St N La Crosse WI 54601 390414500 501 (C)(6) 21250 OPERATIONS SUPPORT HILLSBORO EMERGENCY MEDICAL TECHNICIANS & ALLIES INC PO Box 323 Hillsboro WI 54634 882151437 501 (C)(3) 20300 OPERATIONS SUPPORT ARCADIA AMBULANCE SERVICE PO Box 156 Arcadia WI 54612 461555439 501 (C)(3) 20000 OPERATIONS SUPPORT LA CROSSE SYMPHONY ORCHESTRA 201 Main St Suite 230 La Crosse WI 54601 391024330 501(c)(3) 14000 OPERATIONS SUPPORT WAFER INC 403 Causeway Boulevard La Crosse WI 54601 391552632 501 (C)(3) 12500 OPERATIONS SUPPORT LA CROSSE NEIGHBORHOODS INC PO Box 1661 La Crosse WI 54601 474445115 501 (C)(3) 11000 OPERATIONS SUPPORT BOYS AND GIRLS CLUBS OF GREATER LA CROSSE PO Box 91 La Crosse WI 54602 396084791 501 (C)(3) 10000 OPERATIONS SUPPORT ST JOSEPH'S FOUNDATION 400 Water Ave Hillsboro WI 54634 391455787 501 (C)(3) 10000 OPERATIONS SUPPORT AMERICAN RED CROSS WI 4860 Sheboygan Ave Madison WI 53705 530196605 501 (C)(3) 10000 OPERATIONS SUPPORT LA CROSSE CITY TREASURER 400 La Crosse St La Crosse WI 54601 396005490 GOV 10000 OPERATIONS SUPPORT VIVENT HEALTH 648 N Plankinton Ave Suite 200 Milwaukee WI 53203 391534049 501 (C)(3) 10000 OPERATIONS SUPPORT SAFE FAMILIES FOR CHILDREN WI PO Box 213 Elkhorn WI 53121 472646525 501 (C)(3) 10000 OPERATIONS SUPPORT VITERBO UNIVERSITY 900 Viterbo Drive La Crosse WI 54601 390978445 501 (C)(3) 9000 OPERATIONS SUPPORT LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM 1725 State Street La Crosse WI 54601 391805963 501 (C)(3) 8160 OPERATIONS SUPPORT HABITAT FOR HUMANITY 3181 Berlin Dr La Crosse WI 54601 391706999 501 (C)(3) 7500 OPERATIONS SUPPORT THE PARENTING PLACE 1500 Green Bay St La Crosse WI 54601 391676842 501 (C)(3) 7500 OPERATIONS SUPPORT APTIVE FOUNDATION 3000 South Avenue La Crosse WI 54601 391366838 501 (C)(3) 7500 OPERATIONS SUPPORT CITY OF CALEDONIA 231 East Main St PO Box 232 Caledonia MN 55921 416005025 GOV 7000 OPERATIONS SUPPORT YWCA LA CROSSE 3219 Commerce St La Crosse WI 54603 390810543 501 (C)(3) 7000 OPERATIONS SUPPORT NORTHEAST IOWA FOOD BANK 1605 Lafayette St PO Box 2397 Waterloo IA 50704 421169648 501 (C)(3) 6000 OPERATIONS SUPPORT LA CROSSE AREA DEVELOPMENT CORPORATION 601 N 7th Street La Crosse WI 54601 391168327 501 (C)(6) 5500 OPERATIONS SUPPORT 7 RIVERS ALLIANCE INC 601 Seventh St N Suite 400 La Crosse WI 54601 010938132 501 (C)(3) 5250 OPERATIONS SUPPORT GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVE LA CROSSE WI 54601 391866425 501 (C)(3) 8411785 OPERATIONS SUPPORT 31 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS: THE FUNDS ARE MONITORED BY MANAGEMENT AND THE BOARD OF TRUSTEES X X X false false false false false false false false false ROBYN BORGE MD BOARD OF TRUSTEES-CHIEF MEDICAL OFFICER 301500 0 100 0 4423 0 44080 0 2550 0 352653 0 0 0 BRYAN ERDMANN BOARD OF TRUSTEES - CHIEF OPERATING OFFICER 312047 0 0 0 4259 0 44225 0 28238 0 388769 0 0 0 ANDREA HAUSER BOARD OF TRUSTEES-CNO, ADMIN VP NURSING & SYSTEM PRACTICES 240231 0 0 0 3882 0 33786 0 17246 0 295145 0 0 0 TODD KOWALSKI MD BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER 468479 0 4500 0 827 0 44225 0 28586 0 546617 0 0 0 SCOTT RATHGABER MD BOARD OF TRUSTEES - CEO, CHAIRMAN 1015579 0 180 0 5157 0 44225 0 22994 0 1088135 0 0 0 HEATHER SCHIMMERS BOARD OF TRUSTEES - PRESIDENT 509659 0 0 0 5280 0 44225 0 13910 0 573074 0 0 0 CHRIS EBERLEIN MD BOARD OF TRUSTEES - MEMBER 379772 0 3000 0 5186 0 44225 0 23494 0 455677 0 0 0 BENJAMIN JARMAN MD BOARD OF TRUSTEES - MEMBER 495141 0 0 0 6814 0 44225 0 13910 0 560090 0 0 0 JENNIFER KLEVEN MD BOARD OF TRUSTEES - MEMBER 358763 0 3000 0 216 0 43395 0 4182 0 409556 0 0 0 GREGORY THOMPSON MD FORMER CHIEF MED OFF THRU 21 303070 0 0 0 19598 0 40620 0 12536 0 375824 0 0 0 RACHEL ALBRECHT ADMIN VP, AMBULATORY SERVICES 141471 0 100 0 9864 0 22658 0 24244 0 198337 0 0 0 KELLEY BAHR MD MEDICAL VP, AMBULATORY SERVICES 386333 0 2110 0 5064 0 44225 0 50 0 437782 0 0 0 MARILU BINTZ MD MED VP, COMM AND CMO-CRITICAL ACCESS HOSP 614741 0 210 0 5811 0 44225 0 8409 0 673396 0 0 0 PRAVEEN CHOPRA CHIEF INFORMATION OFFICER 462246 0 0 0 47037 0 44225 0 28936 0 582444 0 0 0 MICHAEL DOLAN MD EXEC VP, MEDICAL COO 631023 0 4500 0 758 0 44225 0 27686 0 708192 0 0 0 WILLIAM FARRELL CHIEF BUSINESS AND STRATEGY OFFICER 432308 0 0 0 5416 0 44225 0 50 0 481999 0 0 0 DANIEL LILLY SECRETARY 485361 0 0 0 6000 0 44225 0 23994 0 559580 0 0 0 MARY ELLEN MCCARTNEY CHIEF HUMAN RESOURCES OFFICER 383356 0 0 0 1051 0 44225 0 15042 0 443674 0 0 0 MICHAEL MCKEE ADMIN VP, ACUTE CARE AND NURSING AND SYSTEMS 270131 0 0 0 625 0 40054 0 27906 0 338716 0 0 0 STEPHANIE NEUMAN MD MEDICAL VP, AMBULATORY SERVICES 472163 0 0 0 372 0 44225 0 27186 0 543946 0 0 0 GERALD OETZEL CFO, TREASURER 609991 0 0 0 5651 0 44225 0 8426 0 668293 0 0 0 KRAIG SCHUSTER ADMIN VP, COMMUNITY 281574 0 160 0 2435 0 40632 0 13340 0 338141 0 0 0 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 493829 0 4650 0 464 0 44225 0 27044 0 570212 0 0 0 CHRISTINE WALLER MD MED VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 511659 0 3000 0 5422 0 44225 0 33002 0 597308 0 0 0 JONATHAN ZLABEK MD MEDICAL VP, CROSS-FUNCTIONAL CARE 451746 0 4500 0 5064 0 44225 0 24244 0 529779 0 0 0 STEPHANIE CARROLL MD FORMER MEDICAL VP THRU 20 297576 0 0 0 23 0 37717 0 25593 0 360909 0 0 0 KARI ADANK VICE PRESIDENT COMPLIANCE 236696 0 0 0 123 0 34829 0 24809 0 296457 0 0 0 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 239619 0 0 0 20461 0 25231 0 12148 0 297459 0 0 0 P MICHAEL JACOBS DPM MEDICAL VICE PRESIDENT 456496 0 0 0 4714 0 44225 0 23477 0 528912 0 0 0 MARY KUFFEL MD MEDICAL VICE PRESIDENT 529412 0 2000 0 6775 0 44225 0 1442 0 583854 0 0 0 JANINE LUZ VICE PRESIDENT LEARNING 225078 0 110 0 4258 0 33108 0 18245 0 280799 0 0 0 PAMELA MAAS VICE PRESIDENT BUSINESS SERVICES 223112 0 110 0 51231 0 32351 0 42 0 306846 0 0 0 KRISTER MATTSON VICE PRESIDENT ENTERPRISE ANALYTICS 277987 0 0 0 20066 0 36521 0 15177 0 349751 0 0 0 SHANNON MULLIGAN VP HR & TOTAL REWARDS 241408 0 20000 0 3434 0 31502 0 4069 0 300413 0 0 0 ELLEN PEDRETTI-FENDT VICE PRESIDENT APPLICATION SERVICES 202996 0 160 0 530 0 30015 0 24851 0 258552 0 0 0 JACK SCHWARTZ VICE PRESIDENT FOUNDATION 212018 0 0 0 3314 0 29814 0 8423 0 253569 0 0 0 JERRY DAVIS MD MEDICAL DOCTOR 1099163 0 0 0 4692 0 32025 0 21494 0 1157374 0 0 0 DOUGLAS HUGHES MD MEDICAL DOCTOR 1075829 0 0 0 4692 0 32025 0 21494 0 1134040 0 0 0 JEFFREY LAWRENCE MD MEDICAL DOCTOR 1147530 0 0 0 4714 0 44225 0 21494 0 1217963 0 0 0 MARK TOPOLSKI MD MEDICAL DOCTOR 1106659 0 0 0 4738 0 44225 0 13910 0 1169532 0 0 0 KURT ZIEGELBEIN MD MEDICAL DOCTOR 993745 0 0 0 5042 0 44225 0 24344 0 1067356 0 0 0 A WHEFA SERIES 2021A ISSUANCE 391337855 97712JBU6 2021-08-12 117839194 SEE PART VI false false false B WHEFA SERIES 2016 ISSUANCE 391337855 000000000 2016-02-12 40000000 SEE PART VI false false false C WHEFA SERIES 2009 ISSUANCE 391337855 97710BE65 2012-10-01 78715000 SEE PART VI false false false D WHEFA SERIES 2008B ISSUANCE 391337855 97710BBG6 2012-10-01 61400000 SEE PART VI false false false A 0 0 117893194 1202288 116690906 2021 true false true true B 40000000 40000000 2016 true false true true C 21070000 78715000 78715000 2005 true false true true D 9900000 61400000 61400000 2008 true false true true A false true false false 0.0014 0.0014 false false true B false false false false 0.0 false false true C false true false false 0.0007 0.0007 false true 0.0051 true true D false false false false 0.0 false true 0.0 true true A false false true false false false false false true B false false true false true false false false true C false false true false true true PIPERMERRILL 29.5 false false true D false false true false true true MERRILL 27.0 false false true A true B true C true D true Schedule K, Part I, Column (a) DESCRIPTION OF PURPOSE BOND A: PROCEEDS OF THE SERIES 2021A BONDS WERE USED TO CURRENTLY REFUND THE 2011A SERIES ISSUED 9/29/2011 AND COSTS OF ISSUANCE. THE SERIES 2011A BOND PROCEEDS WERE USED TO CURRENTLY REFUND THE 2000 SERIES A AND B ISSUED 10/10/2000. 2008 SERIES A ISSUED 5/29/2008 AS NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF HOSPITAL FACILITIES AND FOR COSTS OF ISSUANCE. Schedule K, Part I, Column (b) DESCRIPTION OF PURPOSE BOND B: PROCEEDS OF THE SERIES 2016 BONDS WERE USED TO CURRENTLY REFUND, IN THEIR ENTIRETY, THE WISCONSIN HEALTH AND EDUCATIONAL FACILITY VARIABLE RATE REVENUE BONDS, SERIES 2011B (GUNDERSEN LUTHERAN). Schedule K, Part I, Column (c) DESCRIPTION OF PURPOSE BOND C. CONVERSION AND REISSUANCE OF 2009 BONDS, ORIGINALLY ISSUED 5/22/2009 TO FINANCE CONSTRUCTION AND EQUIPPING OF HOSPITAL FACILITIES AND CURRENTLY REFUNDING THE SERIES 2003B/C BONDS. Schedule K, Part I, Column (d) DESCRIPTION OF PURPOSE BOND D: CONVERSION AND REISSUANCE OF 2008 BONDS, ORIGINALLY ISSUED 5/29/2008 TO FINANCE THE REPAYMENT OF A LINE OF CREDIT USED TO REPAY THE SERIES 2006 BONDS, WHICH FINANCED THE CONSTRUCTION AND EQUIPPING OF HEALTH CARE FACILITIES AND COSTS OF ISSUANCE. Schedule K, Part I, Column (e) DESCRIPTION OF PURPOSE BOND E: PROCEEDS OF THE SERIES 2022 BONDS WERE USED TO CURRENTLY REFUND THE 2012 SERIES ISSUED 9/27/2012 AND COSTS OF ISSUANCE. THE SERIES 2012 BONDS WERE USED TO CONSTRUCT AND EQUIP A CLINIC. Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE BOND F: NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF A CLINIC. INVESTMENT EARNINGS. Schedule K, Part I, Column (g) DESCRIPTION OF PURPOSE BOND G: SERIES 2020A BONDS ARE FOR NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF A CLINIC. INVESTMENT EARNINGS: THE DIFFERENCE BETWEEN THE ISUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS DUE TO 184.28 IN INVESTMENT EARNINGS. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE BOND F: FOR SERIES 2015 BONDS, THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS DUE TO $44,549.90 IN INVESTMENT EARNINGS (INTEREST). Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE BOND G: FOR SERIES 2020A BONDS, THE DIFFERENCE BETWEEN THE ISSUE PRICE ND TOTAL PROCEEDS OF THE ISSUE IS DUE TO $184.28 IN INVESTMENT EARNINGS (INTEREST). Schedule K, Part III, Line 8a and 8c - SALE OF BOND-FINANCED PROPERTY GUNDERSEN HAD A SALE OF A BOND FINANCED LOADING DOC ASSET FROM THE 2008B ISSUANCE. BONDS ALLOCABLE TO THE SALE PROCEEDS OF THAT ASSET IN AN AMOUNT OF $800.00 WERE REDEEMED ON 7/15/15 IN ORDER TO REMEDIATE THAT SALE. IN 2019, GUNDERSEN SOLD A BOND-FINANED ASSET FROM THE 2003 ISSUANCE, LATER REFUNDED BY THE 2009 ISSUANCE, WHICH WAS SOLD AFTER ITS 15-YEAR USEFUL LIFE AND THEREFORE IS NOT REPORTED HERE. Schedule K, Part III, Line 7 PRIVATE SECURITY OR PAYMENT TEST HISTORICALLY GUNDERSEN RESPONDED "YES" TO THIS QUESTION TO CONSERVATIVELY RESPOND AND TO REFLECT THAT IT DID MONITOR THE PRIVATE SECURITY TEST; GUNDERSEN IS NOW RESPONDING "NO" BECAUSE THERE IS NO PRIVATE USE WHICH GUNDERSEN CAREFULLY MONITORS AND MANAGES. A WHEFA SEREIS 2012 ISSUANCE 391337855 97710B4B5 2022-11-15 68505000 SEE PART VI false false false B WHEFA SERIES 2015 ISSUANCE 391337855 000000000 2015-12-23 12000000 SEE PART VI false false false C WHEFA SERIES 2020A ISSUANCE 391337855 97712D654 2020-03-24 25002968 SEE PART VI false false false A 0 68505000 250000 68255000 2022 true false true true B 8160000 12044550 12044550 2017 false false true true C 25003152 25003152 2020 false false true true A false false false false 0.0 false false true B false false false false 0.0 false false true C false false false false 0.0 false false true A false false true false false false false false true B false false true false true false false false true C false true false false false false false false true A true B true C true Daniel Breazeale Employee - VP Finance Bonus/Relocation X 30000 6762 true true true Praveen Chopra Employee - Chief Information Officer Bonus/Relocation X 125000 49971 false true true Tina Lechnir Employee - Vice President Bonus/Relocation X 12000 11095 false true true Nathan Franklin Director Bonus/Relocation X 5000 0 false true true 67828 Alexander Lilly See Supplemental Info 4515 Employment false April Farrell MD See Supplemental Info 788000 Employment false Brenda White See Supplemental Info 27093 Employment false Caitlin Zlabek See Supplemental Info 5551 Employment false Cassandra Zlabek See Supplemental Info 56005 Employment false Deborah Schwartz See Supplemental Info 93273 Employment false Emily Dolan MD See Supplemental Info 295928 Employment false Evan Dolan See Supplemental Info 55713 Employment false James Kleven MD See Supplemental Info 501263 Employment false Kaleb Schuster See Supplemental Info 19493 Employment false Karl Borge MD See Supplemental Info 272043 Employment false Margaret Webster MD See Supplemental Info 11658 Employment false Noel Radcliffe MD See Supplemental Info 347757 Employment false Parker Schimmers See Supplemental Info 5910 Employment false Ricardo Rivera (Ricky) See Supplemental Info 126043 Employment false Shannan Stephens MD See Supplemental Info 373038 Employment false Form 990, Part III, Line 1 ORGANIZATION'S MISSION TO SUPPORT GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SECTION 509(A)(3) OF THE IRC; BORROWING AND LENDING OF FUNDS AND PROPERTY, ENGAGING IN FINANCIAL TRANSACTIONS WITH AND/OR ON BEHALF OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., ALONG WITH GENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD. AND GUNDERSEN LUTHERAN MEDICAL CENTER, INC. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons MARK GLENDENNING AND GERALD ARNDT - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents GUNDERSEN 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, Line 6 Classes of members or stockholders GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CORPORATE MEMBER, GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., HAS THE POWER TO APPOINT BOARD MEMBERS Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., THE PARENT CORPORATION AND SOLE MEMBER OF THE CORPORATION, SHALL HAVE THE POWER, TO RECOMMEND AND REVIEW, AS APPROPRIATE, AND APPROVE CERTAIN MATTERS. ARTICLES OF INCORPORATION MAY BE AMENDED BY VOTE OF THE SOLE MEMBER OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WILL BE AVAILABLE FOR ALL BOARD MEMBERS AT A BOARD MEETING AND THE GUNDERSEN LUTHERAN HEALTH SYSTEM FINANCE COMMITTEE RECEIVES A COPY OF THE 990 BEFORE FILING AND UPON FURTHER REVIEW FROM THE CFO AND/OR THE EXECUTIVE DIRECTOR FINANCE, THE 990S ARE APPROVED AND FILED. Form 990, Part VI, Line 12c Conflict of interest policy GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION OF THE CEO IS DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THEIR DETERMINATION IS MADE AFTER A REVIEW OF MARKET DATA OBTAINED FROM SEVERAL ORGANIZATIONS AND CEO PERFORMANCE. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE SUCH DISCUSSIONS TAKE PLACE. RECOMMENDATIONS FOR COMPENSATION FOR THE ORGANIZATIONS' KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER A REVIEW OF PERFORMANCE AND COMPARABLE MARKET DATA. THE PROPOSED SALARIES ARE INDEPENDENTLY REVIEWED BY AN OUTSIDE AUDITING FIRM. THE COMPENSATION RECOMMENDATIONS, AUDIT REPORTS, ALONG WITH THE MARKET DATA, ARE PRESENTED TO A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THE COMPENSATION AMOUNTS ARE NOT EFFECTIVE UNTIL THE BOARD COMMITTEE APPROVES THEM. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES. Form 990, Part VI, Line 19 Required documents available to the public REQUESTS FOR ALL DOCUMENTS ARE MADE THROUGH THE LEGAL DEPARTMENT, AND THE APPROPRIATE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION IN THE LEGAL DEPARTMENT. Form 990, Part XI, Line 9 OTHER CHANGES $100K ABOUTNHEALTH - ON 2.25.22, WE WITHDREW AS A MEMBER IN ABOUTHEALTH AND FORFEITED OUR RIGHT TO ANY MONEY DUE AS A MEMBER. Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY TRANSFERS TO AFFILIATES - -2202369; ABOUTHEALTH CONTRACT FORFEITURE - -100000; SWAP MARKET ADJ - -2938; 3 REALESTATE LLC 1900 SOUTH AVENUE LA CROSSE WI 54601 391606449 RENTAL WI 247400 5545295 GLAS GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391866425 SUPPORTING ORG WI 501(c)(3) Type II BGHS false GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 HEALTHCARE WI 501(c)(3) 3 GLHS false GUNDERSEN CLINIC LTD 1836 SOUTH AVENUE LA CROSSE WI 54601 391028657 HEALTHCARE WI 501(c)(3) 3 GLHS false GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 FOUNDATION WI 501(c)(3) 7 GLHS false GUNDERSEN LUTHERAN CREDENTIALING SVS INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391856898 CREDENTIALING WI 501(c)(3) Type III-FI GLHS false TRI-COUNTY MEMORIAL HOSPITAL INC 18601 LINCOLN STREET WHITEHALL WI 54773 390704510 HEALTHCARE WI 501(c)(3) 3 GLHS false HARMONY COMMUNITY HEALTHCARE INC 815 MAIN AVENUE HARMONY MN 55939 410711606 HEALTHCARE MN 501(c)(3) 10 GLHS false TWEETEN LUTHERAN HEALTHCARE CENTER INC 125 FIFTH AVENUE SE SPRING GROVE MN 55974 411565003 HEALTHCARE MN 501(c)(3) 10 GLHS false TRI-STATE AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391965415 MEDICAL TRANSPORT WI 501(c)(3) 3 GLHS false TRI-STATE REGIONAL AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391962965 MEDICAL TRANSPORT WI 501(c)(3) 10 GLHS false LUTHERAN REAL ESTATE HOLDING CORPORATION 1910 SOUTH AVENUE LA CROSSE WI 54601 391480826 HOUSING WI 501(c)(3) Type III-FI GLHS false COMMUNITY HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391586700 INDEPENDENT LIVING WI 501(c)(3) 10 LREH CORP false LUTHERAN HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391751934 INDEPENDENT LIVING WI 501(c)(3) 10 LREH CORP false ST JOSEPH'S HEALTH SERVICES INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 HEALTHCARE WI 501(c)(3) 3 GLHS false ST JOSEPH'S MEMORIAL FOUNDATION INC 400 WATER AVENUE HILLSBORO WI 54634 391455787 FOUNDATION WI 501(c)(3) Type I ST JO HTH SV false TRI-COUNTY MEMORIAL FOUNDATION INC 18601 LINCOLN STREET WHITEHALL WI 54773 300093022 FOUNDATION WI 501(c)(3) Type I TRI CTY HSPT false MEMORIAL HOSPITAL OF BOSCOBEL 205 PARKER STREET BOSCOBEL WI 53805 390845590 HEALTHCARE WI 501(c)(3) 3 GLHS false PALMER LUTHERAN HEALTH CENTER INC 112 JEFFERSON STREET WEST UNION IA 52175 421320763 HEALTHCARE IA 501(c)(3) 3 GLHS false MOUNDVIEW MEMORIAL HOSPITALS & CLINICS 402 WEST LAKE STREET FRIENDSHIP WI 53934 390944012 HEALTHCARE WI 501(c)(3) 3 GLHS false MEMORIAL HC FDN OF ADAMS COUNTY INC 402 WEST LAKE STREET FRIENDSHIP WI 53934 391775074 FOUNDATION WI 501(c)(3) Type I MDVW MEM HOS false SAINT ELIZABETH'S HOSP OF WABASHA INC 1200 5TH GRANT BOULEVARD WEST WABASHA MN 55981 410693877 HEALTHCARE MN 501(c)(3) 3 GLHS false BELLIN GUNDERSEN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 920504278 SUPPORTING ORG WI 501(c)(3) Type II NA false BELLIN HEALTH SYSTEMS INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512904 SUPPORTING ORG WI 501(c)(3) Type II BGHS false LAKE MICHIGAN HEALTH SERVICES INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512903 SUPPORTING ORG WI 501(c)(3) Type II BHS false BELLIN COLLEGE INC 3201 EATON ROAD GREEN BAY WI 54311 391620530 EDUCATION WI 501(c)(3) 2 BHS false BELLIN PSYCHIATRIC CENTER INC PO BOX 23725 GREEN BAY WI 54301 391657627 HEALTHCARE WI 501(c)(3) 3 BHS false BELLIN MEMORIAL HOSPITAL INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 390884478 HEALTHCARE WI 501(c)(3) 3 BHS false THE BELLIN HEALTH FOUNDATION INC PO BOX 23400 GREEN BAY WI 54301 391809171 FOUNDATION WI 501(c)(3) 7 BHS false OCONTO HOSPITAL & MEDICAL CENTER INC 820 ARBUTUS AVENUE OCONTO WI 54153 061745397 HEALTHCARE WI 501(c)(3) 3 BMH false GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 RENEWABLE ENERGY WI GLHS C Corporation false BEL-REGIONAL HOME MEDICAL INC 617 S ROOSEVELT GREEN BAY WI 54301 391504766 DURABLE MEDICAL EQUIPMENT, RETAIL WI NA C Corporation false BELLIN INVESTMENTS INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391564939 OTHER WI NA C Corporation false false true true true false false false false true false true true false false true true true false Schedule R, Part IV SCH R, PART IV, LINE 1 GUNDERSEN LUTHERAN ENVISION, LLC IS DIRECTLY OWNED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. AND INDIRECTLY OWNED BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.