2023-11-09T20:45:46+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2022-01-01 391751934 Lutheran Housing of La Crosse Inc LUTH 6087759487 1900 SOUTH AVENUE LA CROSSE WI 54601 KRAIG SCHUSTER PRESIDENT 2023-11-10 true KRAIG SCHUSTER 999009999 Emily Upstrom P01765498 4142748740 2023-11-02 2022 2023-04-26 12:10:37Z KRAIG SCHUSTER 1900 SOUTH AVENUE LA CROSSE WI 54601 207948 false X N/A X 1992 WI LOW INCOME HOUSING FACILITY FOR ELDERLY, HANDICAPPED, OR CHRONICALLY MENTALLY ILL RESIDENTS. 6 1 0 1 0 0 0 0 232138 204056 176 276 3016 3616 235330 207948 0 0 0 0 0 0 0 0 0 125119 180725 125119 180725 110211 27223 405410 369049 144702 88755 260708 280294 LOW INCOME HOUSING FACILITY FOR ELDERLY, HANDICAPPED, OR CHRONICALLY MENTALLY ILL RESIDENTS. false false 157546 0 204056 LUTHERAN HOUSING OF LA CROSSE, INC. OWNS AND OPERATES A 10-UNIT GROUP HOME AND 20-UNIT APARTMENT BUILDING FOR LOW INCOME, PHYSICALLY HANDICAPPED TENANTS IN LA CROSSE, WI. THE RENT RECEIVED FROM THE TENANTS IS SUBSIDIZED BY THE U.S. DEPARTMENT OF HUD, SECTION 8 PROGRAM. 157546 true false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 5 0 true 0 false false false false false false false false false false false false X 6 1 false false true false true true true true true false false true false false false false false false WI X STEVE LITTLE 6087827300 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 ANNE BERGET Board of Directors - Vice President 0.5 40.0 X X 0 151832 43811 KEITH OLSON Board of Directors - Secretary 0.5 41.0 X X 0 103178 40036 KRAIG SCHUSTER Board of Directors - President 0.5 48.0 X X 0 284169 53972 LAURA OLSON Board of Directors - Treasurer 0.5 41.0 X X 0 141811 41810 BRIDGETT SANFORD Board of Directors 0.5 40.5 X 0 99402 16120 TODD WILSON Board of Directors 0.5 0.5 X 0 0 0 0 780392 195749 0 false true false 0 0 RENT REVENUE 623990 204056 204056 0 0 0 0 204056 276 276 0 0 0 0 LAUNDRY AND VENDING REVENUE 900099 1498 1498 TENANT CHARGES 990099 2118 2118 0 0 0 0 3616 207948 204056 0 3892 0 0 11555 11555 1880 1880 8400 0 8400 0 1344 1344 129457 129457 2353 2353 22842 22842 2894 2894 0 0 0 0 180725 157546 23179 0 17828 1017 0 0 94 3500 0 0 0 0 2894 1676943 1414766 285081 262177 0 0 99513 102355 405410 369049 14079 26238 1024 1002 0 0 122699 55000 6900 6515 144702 88755 X 260708 280294 260708 280294 405410 369049 27223 -7637 0 X false true X true false X 8000 0 131500 0 0 139500 219816 218612 230576 232138 204056 1105198 3477 2071 2745 3016 3616 14925 0 0 231293 220683 364821 235154 207672 1259623 0 0 0 0 0 0 114716 123904 123617 204076 211977 778290 114716 123904 123617 204076 211977 778290 481333 342 419 147 176 276 1360 0 342 419 147 176 276 1360 0 0 0 0 0 0 0 231635 221102 364968 235330 207948 1260983 0.3817 0.4772 0 0.0011 X Schedule A, Part III OTHER THAN DISQUALIFIED PERSONS OTHER THAN DISQUALIFIED PERSONS 5TH YEAR BACK AMOUNT --------------------------------------------------------------- RESIDENT 1 5,935. RESIDENT 2 5,827. RESIDENT 3 NONE RESIDENT 4 5,827. RESIDENT 5 5,827. RESIDENT 6 NONE RESIDENT 7 5,827. RESIDENT 8 5,827. RESIDENT 9 5,935. RESIDENT 10 5,827. RESIDENT 11 5,935. RESIDENT 12 5,827. RESIDENT 13 5,827. RESIDENT 14 5,827. RESIDENT 15 3,145. RESIDENT 16 5,827. RESIDENT 17 5,827. RESIDENT 18 5,827. RESIDENT 19 5,935. RESIDENT 20 5,456. TOTAL OTHER THAN DISQUALIFIED PERSONS - 5TH YEAR BACK 102,265. ========== OTHER THAN DISQUALIFIED PERSONS 4TH YEAR BACK AMOUNT --------------------------------------------------------------- RESIDENT 1 6,103. RESIDENT 2 5,986. RESIDENT 3 514. RESIDENT 4 5,986. RESIDENT 5 5,986. RESIDENT 6 5,986. RESIDENT 7 5,986. RESIDENT 8 5,986. RESIDENT 9 6,103. RESIDENT 10 5,986. RESIDENT 11 6,103. RESIDENT 12 5,986. RESIDENT 13 5,986. RESIDENT 14 5,986. Schedule A, Part III OTHER THAN DISQUALIFIED PERSONS (CONT'D) RESIDENT 15 5,986. RESIDENT 16 5,986. RESIDENT 17 5,986. RESIDENT 18 5,986. RESIDENT 19 6,103. RESIDENT 20 5,986. TOTAL OTHER THAN DISQUALIFIED PERSONS - 4TH YEAR BACK 114,716. ========== OTHER THAN DISQUALIFIED PERSONS 3RD YEAR BACK AMOUNT --------------------------------------------------------------- RESIDENT 1 5,439. RESIDENT 2 12,219. RESIDENT 3 4,526. RESIDENT 4 2,982. RESIDENT 5 566. RESIDENT 6 12,881. RESIDENT 7 2,819. RESIDENT 8 3,460. RESIDENT 9 11,637. RESIDENT 10 617. RESIDENT 11 2,437. RESIDENT 12 NONE RESIDENT 13 14,878. RESIDENT 14 3,184. RESIDENT 15 3,499. RESIDENT 16 3,981. RESIDENT 17 11,565. RESIDENT 18 13,170. RESIDENT 19 9,787. RESIDENT 20 4,257. TOTAL OTHER THAN DISQUALIFIED PERSONS - 3RD YEAR BACK 123,904. ========== OTHER THAN DISQUALIFIED PERSONS 2ND YEAR BACK AMOUNT --------------------------------------------------------------- RESIDENT 1 6,523. RESIDENT 2 6,391. RESIDENT 3 5,438. RESIDENT 4 6,391. RESIDENT 5 6,391. RESIDENT 6 6,391. RESIDENT 7 6,391. RESIDENT 8 6,391. RESIDENT 9 6,523. Schedule A, Part III OTHER THAN DISQUALIFIED PERSONS (CONT'D) RESDIENT 10 6,391. RESIDENT 11 5,559. RESIDENT 12 3,577. RESIDENT 13 6,391. RESIDENT 14 6,391. RESIDENT 15 6,391. RESIDENT 16 6,391. RESIDENT 17 6,391. RESIDENT 18 6,391. RESIDENT 19 6,523. RESIDENT 20 6,391. TOTAL OTHER THAN DISQUALIFIED PERSONS - 2ND YEAR BACK 123,617. ========== OTHER THAN DISQUALIFIED PERSONS 1ST YEAR BACK AMOUNT --------------------------------------------------------------- RESIDENT 1 6,739. RESIDENT 2 6,607. RESIDENT 3 6,607. RESIDENT 4 6,607. RESIDENT 5 6,607. RESIDENT 6 6,607. RESIDENT 7 6,607. RESIDENT 8 6,607. RESIDENT 9 6,739. RESIDENT 10 6,607. RESIDENT 11 6,739. RESIDENT 12 6,607. RESIDENT 13 6,607. RESIDENT 14 6,607. RESIDENT 15 6,607. RESIDENT 16 6,607. RESIDENT 17 6,607. RESIDENT 18 6,607. RESIDENT 19 6,682. RESIDENT 20 6,512. RESIDENT 21 7,156. RESIDENT 22 7,156. RESIDENT 23 7,156. RESIDENT 24 7,156. RESIDENT 25 7,156. RESIDENT 26 7,156. RESIDENT 27 7,156. RESIDENT 28 7,156. RESIDENT 29 7,156. Schedule A, Part III OTHER THAN DISQUALIFIED PERSONS (CONT'D) RESIDENT 30 7,156. TOTAL OTHER THAN DISQUALIFIED PERSONS - 1ST YEAR BACK 204,076. ========== OTHER THAN DISQUALIFIED PERSONS CURRENT YEAR AMOUNT --------------------------- RESIDENT 1 7,003. RESIDENT 2 6,862. RESIDENT 3 6,862. RESIDENT 4 6,862. RESIDENT 5 6,862. RESIDENT 6 6,862. RESIDENT 7 6,862. RESIDENT 8 6,862. RESIDENT 9 7.003. RESIDENT 10 6,862. RESIDENT 11 7,003. RESIDENT 12 6,862. RESIDENT 13 6,862. RESIDENT 14 6,862. RESIDENT 15 6,862. RESIDENT 16 6,862. RESIDENT 17 6,862. RESIDENT 18 6,862. RESIDENT 19 7,003. RESIDENT 20 6,805. RESIDENT 21 7,423. RESIDENT 22 7,423. RESIDENT 23 7,423. RESIDENT 24 7,423. RESIDENT 25 7,423. RESIDENT 26 7,423. RESIDENT 27 7,423. RESIDENT 28 7,423. RESIDENT 29 7,423. RESIDENT 30 7,423. TOTAL OTHER THAN DISQUALIFIED PERSONS - CURRENT YEAR 211,977. ========== 1388296 1252416 135880 225298 99037 126261 63349 63313 36 262177 TENANT SECURITY DEPOSITS 6515 REPLACEMENT RESERVE 95840 102355 TENANT SECURITY DEPOSITS 4095 TENANT SECURITY DEPOSITS - INT 2420 6515 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ASC 740 FOOTNOTE THE SYSTEM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE 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. false false false false false false false ANNE BERGET Board of Directors - Vice President 0 16657 0 131060 0 4115 0 22317 0 21494 0 195643 0 0 LAURA OLSON Board of Directors - Treasurer 0 136604 0 0 0 5207 0 20316 0 21494 0 183621 0 0 KRAIG SCHUSTER Board of Directors - President 0 281574 0 160 0 2435 0 40632 0 13340 0 338141 0 0 Schedule J, Part I, Line 3 COMPENSATION FOR EXECUTIVES IS ESTABLISHED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., A RELATED PARTY. GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. USED A COMPENSATION COMMITTEE, COMPENSATION SURVEY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION FOR EXECUTVES. 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 THE SOLE MEMBER OF LUTHERAN HOUSING OF LA CROSSE, INC. IS LUTHERAN REAL ESTATE HOLDING CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CORPORATE MEMBER, LUTHERAN REAL ESTATE HOLDING CORPORATION, HAS THE POWER TO APPOINT BOARD MEMBERS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE CORPORATE MEMBER, LUTHERAN REAL ESTATE HOLDING CORPORATION, HAS THE RIGHT TO VOTE ON ALL AMENDMENTS OF THE ARTICLES OF INCORPORATION AND SUCH OTHER MATTERS Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY MANAGEMENT. FOR THIS PURPOSE, MANAGEMENT INCLUDES THE CFO AND ACCOUNTING MANAGER OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, AND THE PRESIDENT OF THE BOARD OF DIRECTORS. THE ORGANIZATION INFORMS THE BOARD MEMBERS THAT A COPY OF THE FORM 990 IS AVAILABLE FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 19 Required documents available to the public REQUESTS FOR LUTHERAN HOUSING OF LA CROSSE'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AND COPYING THROUGH GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S LEGAL DEPARTMENT. Form 990, Part XII, Line 2c THE AUDITOR IS SELECTED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. 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 ADM SERVICES INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391606449 SUPPORTING ORG WI 501(c)(3) Type II 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 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 false false false false false false false false false false false false false false true false false false