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TRICOUNTY MEMORIAL FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TRICOUNTY MEMORIAL FOUNDATION INC (EIN 30-0093022)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349301938
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)
Return2023-11-15T07:17:47-06:00ReturnTs
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)
EIN300093022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRI-COUNTY MEMORIAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRI-BusinessNameControlTxt
Phone7155384361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118601 LINCOLN STREETAddressLine1Txt
CityWHITEHALLCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54773ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONI OLSONPersonNm
Person TitleADMINISTRATORPersonTitleTxt
Phone7155384361PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONIPersonFirstNm
Person LastOLSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2023-11-10PreparationDt

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

FieldValueIRS element (for citing)
Principal OfficerJONI OLSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line118601 LINCOLN STREETAddressLine1Txt
CityWHITEHALLCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54773ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$118,430GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GUNDERSENHEALTH.ORG/TRI-COUNTY/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTRI-COUNTY MEMORIAL FOUNDATION, INC. EXISTS TO SUPPORT THE MISSION OF TRI-COUNTY MEMORIAL HOSPITAL, INC. WHICH IS TO DISTINGUISH OURSELVES THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, AND IMPROVED HEALTH IN THE COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$296,688PYContributionsGrantsAmt
CY Contributions Grants$81,990CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,161PYInvestmentIncomeAmt
CY Investment Income$8,412CYInvestmentIncomeAmt
PY Other Revenue$974PYOtherRevenueAmt
CY Other Revenue-$225CYOtherRevenueAmt
PY Total Revenue$300,823PYTotalRevenueAmt
CY Total Revenue$90,177CYTotalRevenueAmt
PY Grants And Similar Paid$23,329PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,403CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$12,943PYOtherExpensesAmt
CY Other Expenses$12,269CYOtherExpensesAmt
PY Total Expenses$36,272PYTotalExpensesAmt
CY Total Expenses$22,672CYTotalExpensesAmt
PY Revenues Less Expenses$264,551PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$67,505CYRevenuesLessExpensesAmt
Total Assets BOY$1,131,839TotalAssetsBOYAmt
Total Assets EOY$1,201,079TotalAssetsEOYAmt
Total Liabilities BOY$392,459TotalLiabilitiesBOYAmt
Total Liabilities EOY$394,194TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$739,380NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$806,885NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTRI-COUNTY MEMORIAL FOUNDATION, INC. EXISTS TO SUPPORT THE MISSION OF TRI-COUNTY MEMORIAL HOSPITAL, INC. WHICH IS TO DISTINGUISH OURSELVES THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, AND IMPROVED HEALTH IN THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$22,672ExpenseAmt
Grant$10,403GrantAmt
Revenue$0RevenueAmt
DescTRI-COUNTY MEMORIAL FOUNDATION, INC. PROVIDES SUPPORT TRI-COUNTY MEMORIAL HOSPITAL, INC., COMMUNITY ORGANIZATIONS, AND INDIVIDUALS TO FURTHER THE PURPOSE OF HEALTH AND EDUCATIONAL NEEDS. TRI-COUNTY MEMORIAL HOSPITAL, INC. PROVIDES HEALTH SERVICES TO THEIR LOCAL AREAS. THE SERVICE AREA IS ABOUT A 25-MILE RADIUS AROUND THE FACILITY AND INCLUDES ABOUT 15,000 INDIVIDUALS. TRI-COUNTY MEMORIAL FOUNDATION, INC. PROVIDES SUPPORT TO TRI-COUNTY HOSPITAL, CLINICS, ASSISTED LIVING, AND NURSING HOME. AT TIMES, EQUIPMENT IS PURCHASED TO SUPPORT THE HOSPITAL, CLINICS, ASSISTED LIVING, AND NURSING HOME. DURING THE PERIOD JANUARY 1, 2022 THROUGH DECEMBER 31, 2022, $1,000 IN SCHOLARSHIPS WERE GRANTED TO STUDENTS IN THE AREA PURSUING CAREERS IN MEDICAL FIELDS.Desc
Total Program Service Expenses$22,672TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
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 Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
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 Line1JONI OLSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7155384361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118601 LINCOLN STREETAddressLine1Txt
CityWHITEHALLCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54773ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KURT JOHNSON
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
RACHEL RISBERG
VICE CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
FRED BOE
TRUSTEE0.50Yes (X)$0$0$0
K ROGER GILBERT
TRUSTEE (TERMED OCT)0.50Yes (X)$0$0$0
GLEN JOHNSON
TRUSTEE0.50Yes (X)$0$0$0
SHIRLEY MILLER
TRUSTEE0.50Yes (X)$0$0$0
DAVE PIENTOK
TRUSTEE0.50Yes (X)$0$0$0
J MICHAEL WARNER
TRUSTEE0.50Yes (X)$0$0$0
JONI OLSON
ADMINISTRATOR0.50Yes (X)$0$206,921$54,26540.00
DAN KLIDZEJS
FINANCE ADMINISTRATOR (TERMED MAY)1.00Yes (X)$0$52,175$8,35540.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$259,096TotReportableCompRltdOrgAmt
Total Other Compensation$62,620TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$81,990AllOtherContributionsAmt
Total Contributions$81,990TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,412TotalRevenueColumnAmt
Exclusion$8,412ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,028FundraisingGrossIncomeAmt
Fundraising Direct Expenses$28,253FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$225TotalRevenueColumnAmt
Exclusion-$225ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,177TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,187ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$9,403TotalAmt
Program Services$9,403ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$54TotalAmt
Program Services$54ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROGRAM EXPENSESDesc
Total$12,139TotalAmt
Program Services$12,139ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$76TotalAmt
Program Services$76ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,672TotalAmt
Program Services$22,672ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,002,842BOYAmt
EOY$1,119,806EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$128,997BOYAmt
EOY$81,273EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,131,839BOYAmt
EOY$1,201,079EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$392,459BOYAmt
EOY$394,194EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$392,459BOYAmt
EOY$394,194EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$316,992BOYAmt
EOY$319,925EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$422,388BOYAmt
EOY$486,960EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$739,380BOYAmt
EOY$806,885EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,131,839BOYAmt
EOY$1,201,079EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$67,505ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TRI-COUNTY MEMORIAL HOSPITAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN390704510EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO TRI-COUNTY MEMORIAL HOSPITALDesc
Amt$394,194Amt
FieldValueIRS element (for citing)
Total Liability$394,194TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$11,910GrossReceiptsEvent1Amt
Gross Revenue Event1$11,910GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,963OtherDirectExpensesEvent1Amt
Event2LADIES NIGHT OUT EVENTEvent2Nm
Gross Receipts Event2$8,558GrossReceiptsEvent2Amt
Gross Revenue Event2$8,558GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,434OtherDirectExpensesEvent2Amt
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$7,560GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$7,560GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$20,856OthDirectExpnssOtherEventsAmt
Gross Receipts Total$28,028GrossReceiptsTotalAmt
Gross Revenue Total Events$28,028GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$28,253OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,253DirectExpenseSummaryEventsAmt
Net Income Summary-$225NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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

FieldValueIRS element (for citing)
PersonJONI OLSONPersonNm
TitleADMINISTRATORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$181,884CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$200BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$24,837OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$30,388DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$23,877NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$261,186TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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 SOLE MEMBER OF THE CORPORATION SHALL BE TRI COUNTY MEMORIAL HOSPITAL, INC.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRI-COUNTY MEMORIAL FOUNDATION MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS. ANY MEMBERS WITH NOTED CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON ANY POTENTIALLY CONFLICTED MATTERS.
FORM 990, PART VI, SECTION C, LINE 19TRI-COUNTY MEMORIAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION DURING NORMAL BUSINESS HOURS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BELLIN GUNDERSEN HEALTH SYSTEM INC
1836 SOUTH AVENUELA CROSSEWI54601920504278PARENTWI501(C)(3)LINE 12B, IIN/A0
BELLIN HEALTH SYSTEMS INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391512904SUPPORT OF HEALTHCARE ORGANIZATIONSWI501(C)(3)LINE 12B, IIN/A0
BELLIN COLLEGE INC
3201 EATON ROADGREEN BAYWI54311391620530NURSING COLLEGEWI501(C)(3)LINE 2Yes (1)BELLIN HEALTH SYSTEMS INC
BELLIN MEMORIAL HOSPITAL INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301390884478HOSPITALWI501(C)(3)LINE 3Yes (1)BELLIN HEALTH SYSTEMS INC
BELLIN PSYCHIATRIC CENTER INC
PO BOX 23725GREEN BAYWI54305391657627PSYCHIATRIC HOSPITALWI501(C)(3)LINE 3Yes (1)BELLIN HEALTH SYSTEMS INC
THE BELLIN HEALTH FOUNDATION INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391809171FOUNDATIONWI501(C)(3)LINE 7Yes (1)BELLIN HEALTH SYSTEMS INC
GUNDERSEN LUTHERAN HEALTH SYSTEM INC
1836 SOUTH AVENUELA CROSSEWI54601391866425SUPPORTING ORGANIZATIONWILINE 12B, IIN/A0
GUNDERSEN ADMINISTRATIVE SERVICES INC
1910 SOUTH AVENUELA CROSSEWI54601391606449SUPPORTING ORGANIZATIONWI501(C)(3)LINE 12B, IIYes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
GUNDERSEN CLINIC LTD
1836 SOUTH AVENUELA CROSSEWI54601391028657HEALTH CAREWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
GUNDERSEN LUTHERAN CREDENTIALING SERVICES INC
1910 SOUTH AVENUELA CROSSEWI54601391856898CREDENTIALING SERVICESWI501(C)(3)LINE 12C, III-FIYes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
GUNDERSEN LUTHERAN MEDICAL CENTER INC
1910 SOUTH AVENUELA CROSSEWI54601390813416HEALTH CAREWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
1836 SOUTH AVENUELA CROSSEWI54601391249705FOUNDATIONWI501(C)(3)LINE 7Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
LAKE MICHIGAN HEALTH SERVICES INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391512903SUPPORT PURPOSES OF BELLIN MEMORIAL HOSPITALWI501(C)(3)LINE 12B, IIYes (1)BELLIN HEALTH SYSTEMS INC
LUTHERAN HOUSING OF LA CROSSE INC
1900 SOUTH AVENUELA CROSSEWI54601391751934INDEPENDENT LIVINGWI501(C)(3)LINE 10Yes (1)LUTHERAN REAL ESTATE HOLDING CORP
LUTHERAN REAL ESTATE HOLDING CORPORATION
1910 SOUTH AVENUELA CROSSEWI56401391480826HOUSINGWI501(C)(3)LINE 12C, III-FIYes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
COMMUNITY HOUSING OF LA CROSSE INC
1900 SOUTH AVENUELA CROSSEWI54601391586700INDEPENDENT LIVINGWI501(C)(3)LINE 10Yes (1)LUTHERAN REAL ESTATE HOLDING CORP
TWEETEN LUTHERAN HEALTHCARE CENTER INC
125 FIFTH AVENUE SESPRING GROVEMN55974411565003HEALTH CAREMN501(C)(3)LINE 10Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
HARMONY COMMUNITY HEALTHCARE INC
815 MAIN AVENUE SHARMONYMN55939410711606HEALTH CAREMN501(C)(3)LINE 10Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
MEMORIAL HEALTHCARE FOUNDATION INC
PO BOX 40FRIENDSHIPWI53934391775074FOUNDATIONWI501(C)(3)LINE 12A, IYes (1)MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC
MEMORIAL HOSPITAL OF BOSCOBEL
205 PARKER STREETBOSCOBELWI53805390845590HEALTH CAREWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC
402 W LAKE STREETFRIENDSHIPWI53934390944012HEALTH CAREWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTERHAN HEALTH SYSTEM INC
OCONTO HOSPITAL & MEDICAL CENTER INC
820 ARBUTUS AVENUEOCONTOWI54153061745397HOSPITALWI501(C)(3)LINE 3Yes (1)BELLIN MEMORIAL HOSPITAL INC
SAINT ELIZABETH'S HOSPITAL OF WABASHA
1200 5TH GRANT BOULEVARD WESTWABASHAMN55981410693877HEALTH CAREMN501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
ST JOSEPH'S HEALTH SERVICES INC
400 WATER AVENUEHILLSBOROWI54634390929538HEALTH CAREWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
ST JOSEPH'S MEMORIAL FOUNDATION INC
400 WATER AVENUEHILLSBOROWI54634391455787FOUNDATIONWI501(C)(3)LINE 12A, IYes (1)ST JOSEPH'S HEALTH SERVICES INC
TRI-COUNTY MEMORIAL HOSPITAL INC
18601 LINCOLN STREETWHITEHALLWI54773390704510HEALTH CAREWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
TRI-STATE AMBULANCE INC
235 CAUSEWAY BLVDLA CROSSEWI54603391965415MEDICAL TRANSPORTATIONWI501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
TRI-STATE REGIONAL AMBULANCE INC
235 CAUSEWAY BLVDLA CROSSEWI54603391962965MEDICAL TRANSPORTATIONWI501(C)(3)LINE 10Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC
PALMER LUTHERAN HEALTH CENTER
112 JEFFERSON STREETWEST UNIONIA52175421320763HEALTH CAREIA501(C)(3)LINE 3Yes (1)GUNDERSEN LUTHERAN HEALTH SYSTEM INC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
GUNDERSEN LUTHERAN ENVISION LLC
1836 SOUTH AVENUELA CROSSEWI54601264706546RENEWABLE ENERGYWIN/ACYes (1)
3REALESTATE LLC
1900 SOUTH AVENUELA CROSSEWI54601RENTALWIN/ACYes (1)
BEL-REGIONAL HOME MEDICAL INC
617 S ROOSEVELTGREEN BAYWI54301391504766DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESSWIN/ACYes (1)
BELLIN INVESTMENTS INC
744 SOUTH WEBSTER AVEGREEN BAYWI54301391564939OTHERWIN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
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 Org0RentalOfFacilitiesToOthOrgInd
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 Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd