GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC (EIN 39-1606449)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202512269349303061
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T15:35:44+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391606449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gundersen Lutheran Administrative Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUND | BusinessNameControlTxt |
| Phone | 6087827300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 SOUTH AVE | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT RATHGABER MD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6087827300 | PhoneNum |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Emily Beckerman | PreparerPersonNm |
| PTIN | P01765498 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT RATHGABER MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 SOUTH AVE | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,178,462,975 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GUNDERSENHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT GUNDERSEN HEALTH SYSTEM'S HEALTH AND OTHER ORGS MISSIONS THROUGHOUT OUR SERVICES AREA, MANAGING THE LARGER PORTION OF BUSINESS SVCS, EDUCATION AND INVESTING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 9771 | TotalEmployeeCnt |
| Total Volunteers | 354 | TotalVolunteersCnt |
| Total Gross UBI | $2,030,666 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $92,280 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $671,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,638,313 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $840,315,631 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,138,641,422 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,048,489 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,476,411 | CYInvestmentIncomeAmt |
| PY Other Revenue | $269,249 | PYOtherRevenueAmt |
| CY Other Revenue | $75,361 | CYOtherRevenueAmt |
| PY Total Revenue | $866,304,960 | PYTotalRevenueAmt |
| CY Total Revenue | $1,171,831,507 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $835,449 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,058,753 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $714,961,755 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,004,785,058 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $107,619,175 | PYOtherExpensesAmt |
| CY Other Expenses | $144,397,717 | CYOtherExpensesAmt |
| PY Total Expenses | $823,416,379 | PYTotalExpensesAmt |
| CY Total Expenses | $1,150,241,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,888,581 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,589,979 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,008,817,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,323,421 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,052,629,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,080,669,545 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$43,811,818 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,653,876 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,067,330,728 | ExpenseAmt |
| Grant | $1,058,753 | GrantAmt |
| Revenue | $1,138,641,422 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,067,330,728 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 510 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9771 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CEELEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087827300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SOUTH AVENUE NCA1-01 | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA HAUSER RN | ||||||||||
| BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP | 50.0 | 0.0 | Yes (X) | Yes (X) | $281,106 | $0 | $57,300 | |||
| BRYAN ERDMANN | ||||||||||
| BOARD OF TRUSTEES - CHIEF OPERATING OFFICER | 50.0 | 0.0 | Yes (X) | Yes (X) | $409,876 | $0 | $74,345 | |||
| HEATHER SCHIMMERS RN | ||||||||||
| BOARD OF TRUSTEES - PRESIDENT | 50.0 | 0.0 | Yes (X) | Yes (X) | $746,172 | $0 | $68,378 | |||
| SCOTT RATHGABER MD | ||||||||||
| BOARD OF TRUSTEES, CEO, CHAIRMAN | 50.0 | 0.0 | Yes (X) | Yes (X) | $1,644,221 | $0 | $68,728 | |||
| TODD KOWALSKI MD | ||||||||||
| BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER | 50.0 | 0.0 | Yes (X) | Yes (X) | $538,862 | $0 | $74,320 | |||
| JENNIFER KLEVEN MD | ||||||||||
| BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF | 50.0 | 0.0 | Yes (X) | $380,649 | $0 | $49,697 | ||||
| CHRISTINE WALLER MD | ||||||||||
| MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE | 50.0 | 0.0 | Yes (X) | $542,453 | $0 | $79,048 | ||||
| DANIEL LILLY | ||||||||||
| SECRETARY | 50.0 | 0.0 | Yes (X) | $567,316 | $0 | $69,978 | ||||
| JOHN CEELEN | ||||||||||
| CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24) | 50.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN ZLABEK MD | ||||||||||
| MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23) | 50.0 | 0.0 | Yes (X) | $408,248 | $0 | $63,534 | ||||
| KELLEY BAHR MD | ||||||||||
| MEDICAL VP, AMBULATORY SERVICES | 50.0 | 0.0 | Yes (X) | $427,994 | $0 | $45,544 | ||||
| KRAIG SCHUSTER | ||||||||||
| ADMIN VICE PRESIDENT, COMMUNITY | 50.0 | 0.0 | Yes (X) | $306,457 | $0 | $57,554 | ||||
| MARILU BINTZ MD | ||||||||||
| MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23) | 50.0 | 0.0 | Yes (X) | $539,145 | $0 | $53,893 | ||||
| MARY KUFFEL MD | ||||||||||
| INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23) | 50.0 | 0.0 | Yes (X) | $281,919 | $0 | $11,860 | ||||
| MICHAEL MCKEE | ||||||||||
| ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE | 50.0 | 0.0 | Yes (X) | $281,060 | $0 | $70,085 | ||||
| MICHELLE MICKA | ||||||||||
| ASSISTANT TREASURER (BEGIN 3/24) | 50.0 | 0.0 | Yes (X) | $198,978 | $0 | $37,796 | ||||
| PETER VANDENHOUTEN | ||||||||||
| ASSISTANT SECRETARY (BEGIN 3/24) | 0.0 | 50.0 | Yes (X) | $0 | $612,071 | $75,482 | ||||
| RACHEL ALBRECHT | ||||||||||
| ADMIN VP, AMBULATORY SERVICES | 50.0 | 0.0 | Yes (X) | $235,056 | $0 | $56,420 | ||||
| ROBERT HOLNESS | ||||||||||
| MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24) | 50.0 | 0.0 | Yes (X) | $530,255 | $0 | $67,228 | ||||
| ROBYN BORGE MD | ||||||||||
| MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24) | 50.0 | 0.0 | Yes (X) | $320,728 | $0 | $47,055 | ||||
| STEPHANIE NEUMAN MD | ||||||||||
| MEDICAL VICE PRESIDENT, AMBULATORY SERVICES | 50.0 | 0.0 | Yes (X) | $553,168 | $0 | $72,920 | ||||
| STEVE LITTLE | ||||||||||
| INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) | 50.0 | 0.0 | Yes (X) | $333,317 | $0 | $0 | ||||
| TINA LECHNIR | ||||||||||
| ADMIN VP, CROSS-FUNCTIONAL CARE | 50.0 | 0.0 | Yes (X) | $235,892 | $0 | $56,444 | ||||
| ANDREA WERNER | ||||||||||
| CHIEF POPULATION OFFICER | 0.0 | 50.0 | $0 | $365,199 | $27,093 | Yes (X) | ||||
| LEANNE ANDERSEN | ||||||||||
| CHIEF PEOPLE OFFICER | 50.0 | 0.0 | $564,301 | $0 | $63,599 | Yes (X) | ||||
| LISA HARTON | ||||||||||
| CHIEF QUALITY OFFICER | 0.0 | 50.0 | $0 | $397,926 | $29,182 | Yes (X) | ||||
| MICHAEL DOLAN MD | ||||||||||
| SOUTHERN CHIEF CLINICAL OFFICER | 50.0 | 0.0 | $641,369 | $0 | $73,420 | Yes (X) | ||||
| PRAVEEN CHOPRA | ||||||||||
| CHIEF DIGITAL AND INFORMATION OFFICER | 50.0 | 0.0 | $654,982 | $0 | $70,973 | Yes (X) | ||||
| WILLIAM FARRELL | ||||||||||
| CHIEF INNOVATION & STRATEGY OFFICER | 50.0 | 0.0 | $628,350 | $0 | $45,544 | Yes (X) | ||||
| DOUGLAS HUGHES MD | ||||||||||
| MEDICAL DOCTOR | 50.0 | 0.0 | $1,117,078 | $0 | $54,028 | Yes (X) | ||||
| JEFFREY M LAWRENCE MD | ||||||||||
| MEDICAL DOCTOR | 50.0 | 0.0 | $1,235,980 | $0 | $67,228 | Yes (X) | ||||
| JERRY DAVIS MD | ||||||||||
| MEDICAL DOCTOR | 50.0 | 0.0 | $1,155,808 | $0 | $54,028 | Yes (X) | ||||
| MARK S TOPOLSKI MD | ||||||||||
| MEDICAL DOCTOR | 50.0 | 0.0 | $1,324,346 | $0 | $68,228 | Yes (X) | ||||
| STEVEN WHITFORD MD | ||||||||||
| MEDICAL DOCTOR | 50.0 | 0.0 | $1,056,501 | $0 | $70,228 | Yes (X) | ||||
| ELLEN PEDRETTI-FENDT | ||||||||||
| VP APPLICATION SERVICES | 50.0 | 0.0 | $220,508 | $0 | $58,022 | Yes (X) | ||||
| ERIC DEHN | ||||||||||
| VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN | 50.0 | 0.0 | $381,846 | $0 | $66,826 | Yes (X) | ||||
| GERALD OETZEL | ||||||||||
| FORMER CHIEF FINANCIAL OFFICER | 0.0 | 0.0 | $555,068 | $0 | $18,108 | Yes (X) | ||||
| JANINE LUZ | ||||||||||
| VICE PRESIDENT LEARNING | 50.0 | 0.0 | $285,213 | $0 | $58,985 | Yes (X) | ||||
| KARI ADANK | ||||||||||
| VICE PRESIDENT COMPLIANCE | 50.0 | 0.0 | $306,012 | $0 | $70,013 | Yes (X) | ||||
| KRISTER MATTSON | ||||||||||
| VP ENTERPRISE ANALYTICS | 50.0 | 0.0 | $357,728 | $0 | $57,201 | Yes (X) | ||||
| P MICHAEL JACOBS MD | ||||||||||
| MEDICAL VICE PRESIDENT | 50.0 | 0.0 | $209,528 | $0 | $38,355 | Yes (X) | ||||
| PAMELA MAAS | ||||||||||
| FORMER VICE PRESIDENT BUSINESS SERVICES | 0.0 | 0.0 | $119,446 | $0 | $0 | Yes (X) | ||||
| SHANNON MULLIGAN | ||||||||||
| VP HR & TOTAL REWARDS | 50.0 | 0.0 | $330,284 | $0 | $51,715 | Yes (X) | ||||
| STEPHANIE CARROLL MD | ||||||||||
| MEDICAL VICE PRESIDENT | 50.0 | 0.0 | $312,603 | $0 | $65,146 | Yes (X) | ||||
| STEPHEN SHAPIRO MD | ||||||||||
| CHIEF MEDICAL FOUNDATION OFFICER | 50.0 | 0.0 | $519,488 | $0 | $69,648 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,739,311 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,375,196 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,435,179 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPLUS TECHNOLOGY INC | |||||
| PO BOX 404398 | ATLANTA | GA | 303844398 | Computer Services | $11,230,730 |
| FOWLER AND HAMMER INC | |||||
| 313 MONITOR STREET | LA CROSSE | WI | 54603 | Construction Contractor | $9,950,898 |
| EPIC SYSTEM CORPORATION | |||||
| BOX 88314 | MILWAUKEE | WI | 532880314 | Computer Services | $5,523,126 |
| STAFFENCY | |||||
| 221 W COLLEGE AVE FLOOR 2 | APPLETON | WI | 54911 | Contracted Staff | $5,378,910 |
| SIRIUS COMPUTER SOLUTIONS INC | |||||
| PO BOX 202289 | DALLAS | TX | 753202289 | Computer Services | $5,007,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 472 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,124,964 | RelatedOrganizationsAmt |
| Government Grants | $513,349 | GovernmentGrantsAmt |
| Total Contributions | $1,638,313 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SERVICES PROVIDED TO GUNDERSEN | 561000 | $1,136,968,007 | $1,136,968,007 | |
| ADMIN. AND TECHNICAL SUPPORT SERVICES | 561499 | $1,673,415 | $1,673,415 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,138,641,422 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,806,719 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $113,391 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,693,328 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,573,763 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,742,262 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$168,499 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$168,499 | TotalRevenueColumnAmt |
| Exclusion | -$168,499 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,558,898 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,889,206 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,669,692 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,669,692 | TotalRevenueColumnAmt |
| Exclusion | $1,669,692 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH SHOP SALES | Desc |
| Business | 446199 | BusinessCd |
| Total Revenue Column | $243,860 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $243,860 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $243,860 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,171,831,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,136,968,007 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,030,666 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,194,521 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,753 | TotalAmt |
| Program Services | $1,058,753 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,454,673 | TotalAmt |
| Program Services | $711,755,893 | ProgramServicesAmt |
| Management And General | $51,698,780 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,687,915 | TotalAmt |
| Program Services | $81,314,639 | ProgramServicesAmt |
| Management And General | $6,373,276 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,065,060 | TotalAmt |
| Program Services | $104,442,536 | ProgramServicesAmt |
| Management And General | $2,622,524 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,577,410 | TotalAmt |
| Program Services | $43,404,256 | ProgramServicesAmt |
| Management And General | $3,173,154 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,639 | TotalAmt |
| Program Services | $11,172 | ProgramServicesAmt |
| Management And General | $1,358,467 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,874 | TotalAmt |
| Management And General | $455,874 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,164 | TotalAmt |
| Program Services | $402,164 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,382 | TotalAmt |
| Management And General | $1,631,382 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,883,758 | TotalAmt |
| Program Services | $20,069,990 | ProgramServicesAmt |
| Management And General | $5,813,768 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,791 | TotalAmt |
| Management And General | $1,071,791 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,365,266 | TotalAmt |
| Program Services | $10,489,322 | ProgramServicesAmt |
| Management And General | $875,944 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,703,430 | TotalAmt |
| Program Services | $43,864,941 | ProgramServicesAmt |
| Management And General | $1,838,489 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,498,163 | TotalAmt |
| Program Services | $9,815,090 | ProgramServicesAmt |
| Management And General | $1,683,073 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,070 | TotalAmt |
| Program Services | $252,045 | ProgramServicesAmt |
| Management And General | $184,025 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,860 | TotalAmt |
| Program Services | $415,475 | ProgramServicesAmt |
| Management And General | $110,385 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,243,233 | TotalAmt |
| Program Services | $10,243,233 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,071,459 | TotalAmt |
| Program Services | $20,182,657 | ProgramServicesAmt |
| Management And General | $888,802 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,842,545 | TotalAmt |
| Program Services | $2,811,029 | ProgramServicesAmt |
| Management And General | $31,516 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING/EMPLOYEE DEVELOPMENT | $3,069,871 | $2,218,017 | $851,854 |
| DUES/MEMBERSHIP/LICENSES | $1,473,382 | $453,242 | $1,020,140 |
| Supplies/Bad Debt | $477,355 | $477,355 | |
| TAXES | $88,603 | $88,603 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,787,872 | TotalAmt |
| Program Services | $3,560,316 | ProgramServicesAmt |
| Management And General | $1,227,556 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,241,528 | TotalAmt |
| Program Services | $1,067,330,728 | ProgramServicesAmt |
| Management And General | $82,910,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,303,984 | BOYAmt |
| EOY | $17,396,934 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,872,626 | BOYAmt |
| EOY | $85,664,430 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,585 | BOYAmt |
| EOY | $7,298 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,193,171 | BOYAmt |
| EOY | $22,537,599 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,296,896 | BOYAmt |
| EOY | $14,762,676 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,025,696 | BOYAmt |
| EOY | $29,749,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $342,282,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $210,027,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,642,641 | BOYAmt |
| EOY | $132,255,288 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,158,334 | BOYAmt |
| EOY | $799,095,251 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,294,027 | BOYAmt |
| EOY | $14,854,078 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,817,960 | BOYAmt |
| EOY | $1,116,323,421 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,368,473 | BOYAmt |
| EOY | $181,395,852 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,685,000 | BOYAmt |
| EOY | $325,960,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,576,305 | BOYAmt |
| EOY | $573,313,693 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,629,778 | BOYAmt |
| EOY | $1,080,669,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$43,811,818 | BOYAmt |
| EOY | $35,653,876 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$43,811,818 | BOYAmt |
| EOY | $35,653,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,817,960 | BOYAmt |
| EOY | $1,116,323,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,589,979 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $65,289,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,413,989 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 20 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (20 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| COMMUNITY HOUSING OF LA CROSSE INC | ||||
| 391586700 | 9 | Yes (true) | $0 | $0 |
| GUNDERSEN CLINIC LTD | ||||
| 391028657 | 3 | Yes (true) | $0 | $0 |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | ||||
| 390813416 | 3 | Yes (true) | $0 | $0 |
| GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC | ||||
| 391249705 | 7 | Yes (true) | $0 | $0 |
| HARMONY COMMUNITY HEALTH CARE INC | ||||
| 410711606 | 9 | Yes (true) | $0 | $0 |
| LUTHERAN HOUSING OF LA CROSSE INC | ||||
| 391751934 | 9 | Yes (true) | $0 | $0 |
| MEMORIAL HOSPITAL OF BOSCOBEL | ||||
| 390845590 | 3 | Yes (true) | $0 | $0 |
| PALMER LUTHERAN HEALTH CENTER INC | ||||
| 421320763 | 3 | Yes (true) | $0 | $0 |
| ST JOSEPH HEALTH SERVICES INC | ||||
| 390929538 | 3 | Yes (true) | $0 | $0 |
| TRI-COUNTY MEMORIAL HOSPITAL INC | ||||
| 390704510 | 3 | Yes (true) | $0 | $0 |
| TRI-STATE AMBULANCE INC | ||||
| 391965415 | 3 | Yes (true) | $0 | $0 |
| TRI-STATE REGIONAL AMBULANCE INC | ||||
| 391962965 | 9 | Yes (true) | $0 | $0 |
| TWEETEN LUTHERAN HEALTHCARE CENTER INC | ||||
| 411565003 | 9 | Yes (true) | $0 | $0 |
| MOUNDVIEW MEMORIAL HOSPITALS & CLINICS | ||||
| 390944012 | 3 | Yes (true) | $0 | $0 |
| SAINT ELIZABETH'S HOSPITAL OF WABASHA INC | ||||
| 410693877 | 3 | Yes (true) | $0 | $0 |
| BELLIN MEMORIAL HOSPITAL INC | ||||
| 390884478 | 3 | Yes (true) | $0 | $0 |
| BELLIN PSYCHIATRIC CENTER INC | ||||
| 391657627 | 3 | Yes (true) | $0 | $0 |
| OCONTO HOSPITAL & MEDICAL CENTER INC | ||||
| 061745397 | 3 | Yes (true) | $0 | $0 |
| BELLIN COLLEGE INC | ||||
| 391620530 | 2 | Yes (true) | $0 | $0 |
| THE BELLIN HEALTH FOUNDATION INC | ||||
| 391809171 | 7 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 20 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 12g INFORMATION ON SUPPORTED ORGANIZATIONS | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. 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 I, Line 12g ORGANIZATIONS NOT LISTED IN GOVERNING DOCUMENT | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. SUPPORTS THE FOLLOWING ORGANIZATIONS THAT ARE 501(C)(3) PUBLIC CHARITIES AFFILIATED WITH THE SUPPORTED ORGANIZATIONS |
| Schedule A, Part IV, Section A, Line 1 SUPPORTED ORGS LISTED BY NAME | THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501 (C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AS AMENDED (HEREINAFTER THE "INTERNAL REVENUE CODE"). THE CORPORATION'S ACTIVITIES SHALL BE CARRIED OUT EXCLUSIVELY TO SUPPORT, OPERATE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND CARRY OUT SOME OR ALL OF THE CHARITABLE PURPOSES OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC, GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL CENTER, INC., AND THEIR NONPROFIT AFFILIATES (HEREINAFTER REFERRED TO AS THE "HEALTH SYSTEM") SO LONG AS THOSE ORGANIZATIONS ARE DESCRIBED IN EITHER SECTION 509 (A)(1) OR 509 (A)(2) OF THE INTERNAL REVENUE CODE (OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW). |
| 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. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $402,164 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $429,679 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $402,164 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $429,679 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,149,839,364 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,008,234,408 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,150,241,528 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,008,664,087 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $380,642 | CurrentYearMinus3Amt |
| Current Year Minus2 | $242,027 | CurrentYearMinus2Amt |
| Current Year Minus1 | $276,873 | CurrentYearMinus1Amt |
| Current Year | $429,679 | CurrentYearAmt |
| Total | $1,329,221 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2a, Column (e) | FormAndLineReferenceDesc |
| Explanation | The 4-year average period includes the current and 4 prior tax periods, which includes a short year period from January 1, 2023, through September 30, 2023. The 4 periods included in the average are 2021, 2022, Short Year 2023, and Fiscal Year 2023. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,255,062 | OtherCostOrOtherBasisAmt |
| Book Value | $10,255,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,872,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,385,912 | DepreciationAmt |
| Book Value | $87,486,728 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,594,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,726,582 | DepreciationAmt |
| Book Value | $24,867,550 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,560,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,915,018 | DepreciationAmt |
| Book Value | $9,645,948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $132,255,288 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $537,654,332 |
| LOSS ON SWAP CONTRACTS | $6,117,218 |
| OPERATING LEASE OBLIGATIONS | $3,966,983 |
| LT CIMP LIABILITY / Other Liabilities | $10,572,675 |
| TEB PRE/(DISC) CURRENT AND LT | $14,764,709 |
| SECURITY DEPOSIT PAYABLE | $78,474 |
| DEFERRED REVENUE | $64,302 |
| SALES TAX PAYABLE | $95,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $573,313,693 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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 AND GUNDERSEN EDGE, LLC, WHICH ARE FOR-PROFIT ENTITIES. At September 30, 2024 and 2023, net deferred tax assets of $11,395 and $10,512, respectively, which primarily are related to net operating loss carryforwards, have valuation allowances of $11,395 and $10,512, respectively, recorded against them due to the uncertainty of realizing those benefits in the future. At September 30, 2024, the System's federal net operating loss carryforwards were approximately $43,489, and the state net operating loss carryforwards were approximately $41,989, which will expire between 2032 and 2041. 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAINT CLARE HEALTH MISSION | |||||||
| 916 Ferry Street | La Crosse | WI | 54601 | 823903651 | 501 (C) 3 | $105,000 | Operations support |
| LA CROSSE MEDICAL HLTH SCIENCE CONSORTIUM | |||||||
| 1725 State St | La Crosse | WI | 54601 | 391804725 | 501 (C) 3 | $74,277 | Operations support |
| GREAT RIVERS UNITED WAY | |||||||
| 1855 East Main St | Onalaska | WI | 54650 | 390848188 | 501 (C) 3 | $60,000 | Operations support |
| LA CROSSE AREA FAMILY YMCA | |||||||
| 1140 Main Street | La Crosse | WI | 54601 | 390806172 | 501 (C) 3 | $55,000 | Operations support |
| FAMILY AND CHILDRENS CENTER | |||||||
| 1707 Main St | La Crosse | WI | 54601 | 390821863 | 501 (C) 3 | $50,000 | Operations support |
| LA CROSSE AREA CHAMBER OF COMMERCE | |||||||
| 601 7th St N | La Crosse | WI | 54601 | 390414500 | 501 (C) 6 | $45,300 | Operations support |
| MINNESOTA STATE COLLE | |||||||
| 1250 Homer Road | Winona | MN | 55987 | 411540247 | 501 (C) 3 | $37,500 | Operations support |
| TELLURIAN INC | |||||||
| 5900 Monona Dr 300 | Monona | WI | 53716 | 391482987 | 501 (C) 3 | $35,000 | Operations support |
| KARUNA INC | |||||||
| 315 3rd St South | La Crosse | WI | 54601 | 872587965 | 501 (C) 3 | $35,000 | Operations support |
| LA CROSSE COUNTY TREASURER | |||||||
| 212 6th St N | La Crosse | WI | 54601 | 396005709 | Government entity | $30,000 | Operations support |
| HOPE RESTORES CORP | |||||||
| Copeland Ave | La Crosse | WI | 54601 | 853904972 | 501 (C) 3 | $25,000 | Operations support |
| SUNFLOWER CHILD DEVLPMT CTR | |||||||
| 300 Iowa Highway 9 | Decorah | IA | 52101 | 421036817 | 501 (C) 3 | $25,000 | Operations support |
| THE GOOD FIGHT COMM CTR | |||||||
| 118 North 6th St | La Crosse | WI | 54601 | 812930941 | 501 (C) 3 | $25,000 | Operations support |
| CASA FOR KIDS INC | |||||||
| 704 Sand Lake Rd STE7 | Onalaska | WI | 546502400 | 932337300 | 501 (C) 3 | $22,000 | Operations support |
| ADULT & TEEN CHALLENGE OF WESTERN WISCONSIN INC | |||||||
| 2507 Weston St | La Crosse | WI | 546016851 | 822144057 | 501 (C) 3 | $20,000 | Operations support |
| BOYS AND GIRLS CLUBS OF GREATER LA CROSSE | |||||||
| PO Box 91 | La Crosse | WI | 54602 | 396084791 | 501 (C) 3 | $20,000 | Operations support |
| LA CROSSE SYMPHONY ORCHESTRA | |||||||
| 201 Main St Suite 230 | La Crosse | WI | 54601 | 391024330 | 501 (C) 3 | $20,000 | Operations support |
| VARC INC | |||||||
| 1133 Nelson Parkway | Viroqua | WI | 54665 | 391211167 | 501 (C) 3 | $15,000 | Operations support |
| BIG BROTHERS BIG SISTERS OF THE SEVEN RIVERS REGION INC | |||||||
| 315 4th Street South | La Crosse | WI | 54601 | 391762460 | 501 (C) 3 | $14,250 | Operations support |
| FIERCE FOUNDATION INC | |||||||
| 408 Cononado Circle | Onalaska | WI | 54650 | 872596615 | 501 (C) 3 | $12,432 | Operations support |
| FAMILY PROMISE OF MONROE COUNTY | |||||||
| 117 West Oak St | Sparta | WI | 54656 | 455319621 | 501 (C) 3 | $12,000 | Operations support |
| THE PARENTING PLACE | |||||||
| 1500 Green Bay St | La Crosse | WI | 54601 | 391676842 | 501 (C) 3 | $11,210 | Operations support |
| NORTHEAST IOWA FOOD BANK | |||||||
| 1605 Lafayette St PO Box 2397 | Waterloo | IA | 50704 | 411169648 | 501 (C) 3 | $11,000 | Operations support |
| AIDS RESOURCE CENTER | |||||||
| 820 N Plankinton Ave | Milwaukee | WI | 53203 | 391534049 | 501 (C) 3 | $10,000 | Operations support |
| COULEE REGION HUMANE SOCIETY | |||||||
| 911 Critter Court | Onalaska | WI | 54669 | 237366713 | 501 (C) 3 | $10,000 | Operations support |
| DRIFT SHARE INC | |||||||
| 425 State St STE 100 334 | La Crosse | WI | 54601 | 921236552 | 501 (C) 3 | $10,000 | Operations support |
| NORTH AMERICAN SQUIRREL ASSOCIATION - TOMAH BRANCH | |||||||
| PO Box 173 | Tomah | WI | 54660 | 861062205 | 501 (C) 3 | $10,000 | Operations support |
| LA CROSSE COMMUNITY THEATRE | |||||||
| 428 Front Street South | La Crosse | WI | 54601 | 391035843 | 501 (C) 3 | $8,000 | Operations support |
| ONALASKA ENHANCEMENT FOUNDATION | |||||||
| 415 Main St | Onalaska | WI | 54650 | 264705880 | 501 (C) 3 | $7,500 | Operations support |
| RECREATION ALLIANCE OF WINONA | |||||||
| 452 E 3rd Street | Winona | MN | 55987 | 821260697 | 501 (C) 3 | $7,464 | Operations support |
| PUMP HOUSE REGIONAL ARTS CENTER | |||||||
| 119 King St | La Crosse | WI | 54601 | 391239618 | $6,000 | Operations support | |
| LA CROSSE AREA DEVELOPMENT CORPORATION | |||||||
| 601 7th St N | La Crosse | WI | 54601 | 391168327 | 501 (C) 6 | $5,500 | Operations support |
| RIVERS ALLIANCE INC | |||||||
| 601 7th St N | La Crosse | WI | 54601 | 010938132 | 501 (C) 3 | $5,250 | Operations support |
| WOMEN'S FUND OF GREATER LA CROSSE | |||||||
| PO Box 654 | La Crosse | WI | 54601 | 272394065 | 501 (C) 3 | $5,250 | Operations support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE FUNDS ARE MONITORED BY MANAGEMENT AND THE BOARD OF TRUSTEES | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (44 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT RATHGABER MD | ||||||||||||||
| BOARD OF TRUSTEES, CEO, CHAIRMAN | $1,274,504 | $0 | $200,000 | $0 | $169,717 | $0 | $45,225 | $0 | $23,503 | $0 | $1,712,949 | $0 | $0 | $0 |
| HEATHER SCHIMMERS RN | ||||||||||||||
| BOARD OF TRUSTEES - PRESIDENT | $579,789 | $0 | $160,770 | $0 | $5,613 | $0 | $45,225 | $0 | $23,153 | $0 | $814,550 | $0 | $0 | $0 |
| BRYAN ERDMANN | ||||||||||||||
| BOARD OF TRUSTEES - CHIEF OPERATING OFFICER | $408,646 | $0 | $0 | $0 | $1,230 | $0 | $45,225 | $0 | $29,120 | $0 | $484,221 | $0 | $0 | $0 |
| ANDREA HAUSER RN | ||||||||||||||
| BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP | $276,740 | $0 | $0 | $0 | $4,366 | $0 | $39,569 | $0 | $17,731 | $0 | $338,406 | $0 | $0 | $0 |
| TODD KOWALSKI MD | ||||||||||||||
| BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER | $536,271 | $0 | $2,000 | $0 | $591 | $0 | $45,225 | $0 | $29,095 | $0 | $613,182 | $0 | $0 | $0 |
| JENNIFER KLEVEN MD | ||||||||||||||
| BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF | $379,467 | $0 | $0 | $0 | $1,182 | $0 | $44,720 | $0 | $4,977 | $0 | $430,346 | $0 | $0 | $0 |
| GERALD OETZEL | ||||||||||||||
| FORMER CHIEF FINANCIAL OFFICER | $480,094 | $0 | $70,000 | $0 | $4,974 | $0 | $12,220 | $0 | $5,888 | $0 | $573,176 | $0 | $0 | $0 |
| STEPHEN SHAPIRO MD | ||||||||||||||
| CHIEF MEDICAL FOUNDATION OFFICER | $518,186 | $0 | $0 | $0 | $1,302 | $0 | $45,225 | $0 | $24,423 | $0 | $589,136 | $0 | $0 | $0 |
| ROBYN BORGE MD | ||||||||||||||
| MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24) | $314,833 | $0 | $0 | $0 | $5,895 | $0 | $44,736 | $0 | $2,319 | $0 | $367,783 | $0 | $0 | $0 |
| DANIEL LILLY | ||||||||||||||
| SECRETARY | $501,033 | $0 | $60,000 | $0 | $6,283 | $0 | $45,225 | $0 | $24,753 | $0 | $637,294 | $0 | $0 | $0 |
| STEVE LITTLE | ||||||||||||||
| INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) | $258,317 | $0 | $75,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $333,317 | $0 | $0 | $0 |
| MICHELLE MICKA | ||||||||||||||
| ASSISTANT TREASURER (BEGIN 3/24) | $171,454 | $0 | $25,000 | $0 | $2,524 | $0 | $24,369 | $0 | $13,427 | $0 | $236,774 | $0 | $0 | $0 |
| PETER VANDENHOUTEN | ||||||||||||||
| ASSISTANT SECRETARY (BEGIN 3/24) | $0 | $384,456 | $0 | $189,505 | $0 | $38,110 | $0 | $63,919 | $0 | $11,563 | $0 | $687,553 | $0 | $37,336 |
| MARY KUFFEL MD | ||||||||||||||
| INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23) | $244,971 | $0 | $0 | $0 | $36,948 | $0 | $10,186 | $0 | $1,674 | $0 | $293,779 | $0 | $0 | $0 |
| MICHAEL MCKEE | ||||||||||||||
| ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE | $279,802 | $0 | $0 | $0 | $1,258 | $0 | $41,528 | $0 | $28,557 | $0 | $351,145 | $0 | $0 | $0 |
| KRAIG SCHUSTER | ||||||||||||||
| ADMIN VICE PRESIDENT, COMMUNITY | $302,204 | $0 | $0 | $0 | $4,253 | $0 | $44,080 | $0 | $13,474 | $0 | $364,011 | $0 | $0 | $0 |
| RACHEL ALBRECHT | ||||||||||||||
| ADMIN VP, AMBULATORY SERVICES | $227,280 | $0 | $0 | $0 | $7,776 | $0 | $34,017 | $0 | $22,403 | $0 | $291,476 | $0 | $0 | $0 |
| KELLEY BAHR MD | ||||||||||||||
| MEDICAL VP, AMBULATORY SERVICES | $422,667 | $0 | $0 | $0 | $5,327 | $0 | $45,225 | $0 | $319 | $0 | $473,538 | $0 | $0 | $0 |
| MARILU BINTZ MD | ||||||||||||||
| MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23) | $501,038 | $0 | $0 | $0 | $38,107 | $0 | $45,225 | $0 | $8,668 | $0 | $593,038 | $0 | $0 | $0 |
| ROBERT HOLNESS | ||||||||||||||
| MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24) | $524,004 | $0 | $1,000 | $0 | $5,251 | $0 | $45,225 | $0 | $22,003 | $0 | $597,483 | $0 | $0 | $0 |
| TINA LECHNIR | ||||||||||||||
| ADMIN VP, CROSS-FUNCTIONAL CARE | $225,630 | $0 | $0 | $0 | $10,262 | $0 | $33,441 | $0 | $23,003 | $0 | $292,336 | $0 | $0 | $0 |
| STEPHANIE NEUMAN MD | ||||||||||||||
| MEDICAL VICE PRESIDENT, AMBULATORY SERVICES | $552,920 | $0 | $0 | $0 | $248 | $0 | $45,225 | $0 | $27,695 | $0 | $626,088 | $0 | $0 | $0 |
| CHRISTINE WALLER MD | ||||||||||||||
| MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE | $537,003 | $0 | $0 | $0 | $5,450 | $0 | $45,225 | $0 | $33,823 | $0 | $621,501 | $0 | $0 | $0 |
| JONATHAN ZLABEK MD | ||||||||||||||
| MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23) | $388,611 | $0 | $4,000 | $0 | $15,637 | $0 | $45,201 | $0 | $18,333 | $0 | $471,782 | $0 | $0 | $0 |
| KARI ADANK | ||||||||||||||
| VICE PRESIDENT COMPLIANCE | $258,914 | $0 | $46,000 | $0 | $1,098 | $0 | $44,381 | $0 | $25,632 | $0 | $376,025 | $0 | $0 | $0 |
| STEPHANIE CARROLL MD | ||||||||||||||
| MEDICAL VICE PRESIDENT | $312,018 | $0 | $0 | $0 | $585 | $0 | $38,790 | $0 | $26,356 | $0 | $377,749 | $0 | $0 | $0 |
| ERIC DEHN | ||||||||||||||
| VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN | $301,856 | $0 | $79,250 | $0 | $740 | $0 | $45,225 | $0 | $21,601 | $0 | $448,672 | $0 | $0 | $0 |
| JANINE LUZ | ||||||||||||||
| VICE PRESIDENT LEARNING | $235,089 | $0 | $45,000 | $0 | $5,124 | $0 | $41,054 | $0 | $17,931 | $0 | $344,198 | $0 | $0 | $0 |
| KRISTER MATTSON | ||||||||||||||
| VP ENTERPRISE ANALYTICS | $299,275 | $0 | $58,000 | $0 | $453 | $0 | $39,590 | $0 | $17,611 | $0 | $414,929 | $0 | $0 | $0 |
| SHANNON MULLIGAN | ||||||||||||||
| VP HR & TOTAL REWARDS | $272,825 | $0 | $53,000 | $0 | $4,459 | $0 | $41,582 | $0 | $10,133 | $0 | $381,999 | $0 | $0 | $0 |
| ELLEN PEDRETTI-FENDT | ||||||||||||||
| VP APPLICATION SERVICES | $219,171 | $0 | $0 | $0 | $1,337 | $0 | $32,432 | $0 | $25,590 | $0 | $278,530 | $0 | $0 | $0 |
| P MICHAEL JACOBS MD | ||||||||||||||
| MEDICAL VICE PRESIDENT | $159,868 | $0 | $0 | $0 | $49,660 | $0 | $30,266 | $0 | $8,089 | $0 | $247,883 | $0 | $0 | $0 |
| PAMELA MAAS | ||||||||||||||
| FORMER VICE PRESIDENT BUSINESS SERVICES | $0 | $0 | $0 | $0 | $119,446 | $0 | $0 | $0 | $0 | $0 | $119,446 | $0 | $0 | $0 |
| LEANNE ANDERSEN | ||||||||||||||
| CHIEF PEOPLE OFFICER | $460,498 | $0 | $99,114 | $0 | $4,689 | $0 | $41,063 | $0 | $22,536 | $0 | $627,900 | $0 | $0 | $0 |
| PRAVEEN CHOPRA | ||||||||||||||
| CHIEF DIGITAL AND INFORMATION OFFICER | $559,970 | $0 | $50,000 | $0 | $45,012 | $0 | $45,225 | $0 | $25,748 | $0 | $725,955 | $0 | $0 | $0 |
| MICHAEL DOLAN MD | ||||||||||||||
| SOUTHERN CHIEF CLINICAL OFFICER | $635,594 | $0 | $4,000 | $0 | $1,775 | $0 | $45,225 | $0 | $28,195 | $0 | $714,789 | $0 | $0 | $0 |
| WILLIAM FARRELL | ||||||||||||||
| CHIEF INNOVATION & STRATEGY OFFICER | $481,600 | $0 | $141,200 | $0 | $5,550 | $0 | $45,225 | $0 | $319 | $0 | $673,894 | $0 | $0 | $0 |
| LISA HARTON | ||||||||||||||
| CHIEF QUALITY OFFICER | $0 | $333,861 | $0 | $63,651 | $0 | $414 | $0 | $18,933 | $0 | $10,249 | $0 | $427,108 | $0 | $0 |
| ANDREA WERNER | ||||||||||||||
| CHIEF POPULATION OFFICER | $0 | $306,068 | $0 | $58,357 | $0 | $774 | $0 | $16,382 | $0 | $10,711 | $0 | $392,292 | $0 | $0 |
| JERRY DAVIS MD | ||||||||||||||
| MEDICAL DOCTOR | $1,048,863 | $0 | $0 | $0 | $106,945 | $0 | $32,025 | $0 | $22,003 | $0 | $1,209,836 | $0 | $0 | $0 |
| DOUGLAS HUGHES MD | ||||||||||||||
| MEDICAL DOCTOR | $1,112,004 | $0 | $0 | $0 | $5,074 | $0 | $32,025 | $0 | $22,003 | $0 | $1,171,106 | $0 | $0 | $0 |
| JEFFREY M LAWRENCE MD | ||||||||||||||
| MEDICAL DOCTOR | $1,229,704 | $0 | $0 | $0 | $6,276 | $0 | $45,225 | $0 | $22,003 | $0 | $1,303,208 | $0 | $0 | $0 |
| MARK S TOPOLSKI MD | ||||||||||||||
| MEDICAL DOCTOR | $1,317,080 | $0 | $2,000 | $0 | $5,266 | $0 | $45,225 | $0 | $23,003 | $0 | $1,392,574 | $0 | $0 | $0 |
| STEVEN WHITFORD MD | ||||||||||||||
| MEDICAL DOCTOR | $1,049,337 | $0 | $2,000 | $0 | $5,164 | $0 | $45,225 | $0 | $25,003 | $0 | $1,126,729 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Charter airfare was utilized by 19 directors and officers for business purposes and therefore not reportable as compensation |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | A housing allowance for Scott Rathgaber was included in taxable compensation. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | PAMELA MAAS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR PURSUANT TO A CONFIDENTIAL SEVERANCE AGREEMENT. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B(III). |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | BELLIN MEMORIAL HOSPITAL, A RELATED PARTY, HAS A DEFERRED COMPENSATION PLAN FOR SELECTED EXECUTIVES. PETER VANDENHOUTEN PARTICIPATED IN THE 457(F) PLAN. THE FOLLOWING INDIVIDUAL, LISTED ON PART VII OF FORM 990, HAD THE FOLLOWING AMOUNTS DISTRIBUTED DURING CALENDAR YEAR 2023: PETER VANDENHOUTEN $37,336 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Business Name Line2IssuerName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Wisconsin Health and Educational Facilities Authority Series 2021A Issuance | |||||||||
| A | 391337855 | 97712JBU6 | 2021-08-12 | $117,893,194 | SEE PART VI | false | false | false | |
| Wisconsin Health and Educational Facilities Authority Series 2016 Issuance | |||||||||
| B | 391337855 | 000000000 | 2016-02-12 | $40,000,000 | SEE PART VI | false | false | false | |
| Wisconsin Health and Educational Facilities Authority Series 2009A and 2009 | |||||||||
| C | 391337855 | 97710BE65 | 2012-10-01 | $78,715,000 | SEE PART VI | false | false | false | B Issuance |
| Wisconsin Health and Educational Facilities Authority Series 2008B Issuance | |||||||||
| D | 391337855 | 97710BBG6 | 2012-10-01 | $61,400,000 | SEE PART VI | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $117,893,194 | $1,202,288 | $116,690,906 | 2021 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $40,000,000 | $40,000,000 | 2016 | Yes (true) | false | Yes (true) | Yes (true) | ||
| C | $78,715,000 | $78,715,000 | 2005 | Yes (true) | false | Yes (true) | Yes (true) | $28,110,000 | |
| D | $61,400,000 | $61,400,000 | 2008 | Yes (true) | false | Yes (true) | Yes (true) | $18,875,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0.0014 | 0.0014 | false | false | Yes (true) | ||
| B | false | false | false | false | 0.0 | false | false | Yes (true) | |||
| C | false | Yes (true) | false | false | 0.0007 | 0.0007 | false | Yes (true) | Yes (true) | 0.0051 | Yes (true) |
| D | false | false | false | false | 0.0 | false | Yes (true) | Yes (true) | 0.0 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | false | false | Yes (true) | false | false | false | false | false | Yes (true) | |||
| (no name) | ||||||||||||
| B | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) | |||
| MorganMerrill | ||||||||||||
| C | false | false | Yes (true) | false | Yes (true) | Yes (true) | false | false | Yes (true) | 29.5 | Yes (true) | false |
| Merrill | ||||||||||||
| D | false | false | Yes (true) | false | Yes (true) | Yes (true) | false | false | Yes (true) | 27.0 | Yes (true) | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE | BOND A: Proceeds of the Series 2021A bonds were used to currently refund the 2011A series originally issued 9/29/2011 and pay costs of issuance. The series 2011A bond proceeds were used to currently refund in their entirety the series 2000A and 2000B originally issued 10/10/2000. |
| Schedule K, Part I, Column (f) 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 (f) DESCRIPTION OF PURPOSE | BOND C: Proceeds of the Series 2009A and 2009B bonds were used to finance construction and equipping of hospital facilities and currently refund the series 2003B and 2003C bonds. |
| Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE | BOND D: Proceeds of the series 2008B bonds were used to finance the repayment of a line of credit used to refund the series 2006 bonds, which financed the construction and equipping of health care facilities, and paid costs of issuance. |
| Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE | BOND E: Proceeds of the Series 2022 bonds were used to currently refund in their entirety the 2012 series originally issued 9/27/2012 and to pay 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: The series 2015 bonds financed the construction and equipping of a clinic. Investment Earnings is the difference between the issue price and the total proceeds of the issue. |
| Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE | BOND G: Series 2020A bonds financed the construction and equipping of a clinic. Investment Earnings is the difference between the issue price and the total proceeds of the issue. |
| Schedule K, Part II, Line 3 Total Proceeds of Issue | BOND F: For series 2015 bonds, the difference between the issue price and 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 and total proceeds of the issue is due to $184.28 in investment earnings (Interest). |
| 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. |
| Schedule K, Part III, Line 8a Sale of Bond-Financed Property | Gundersen sold loading dock asset from the 2008B bonds. 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 financed asset from the 2003 issuance financed with the proceeds of the series, refunded by the series 2009 bonds, which was sold after its 15-year useful life and therefore is not reported here. |
| Schedule K, Part IV, Line 4b | *Morgan Stanley Capital Services, LLC. **Merrill Lynch Capital Services, Inc. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Wisconsin Health and Educational Facilities Authority Series 2022 Issuance | ||||||||
| A | 391337855 | 000000000 | 2022-11-15 | $68,505,000 | SEE PART VI | false | false | false |
| Wisconsin Health and Educational Facilities Authority Series 2015 Issuance | ||||||||
| B | 391337855 | 000000000 | 2015-12-23 | $12,000,000 | SEE PART VI | false | false | false |
| Wisconsin Health and Educational Facilities Authority Series 2020A Issuance | ||||||||
| C | 391337855 | 97712D654 | 2020-03-24 | $25,002,968 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $310,000 | $68,505,000 | $250,000 | $68,255,000 | 2022 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $9,410,000 | $12,044,550 | 2017 | false | false | Yes (true) | Yes (true) | $12,044,550 | ||
| C | $25,003,152 | 2020 | false | false | Yes (true) | Yes (true) | $25,003,152 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Daniel Breazeale | |||||||
| Employee - VP Finance | Signing Bonus/Relocation | Yes (X) | $30,000 | $6,762 | Yes (true) | Yes (true) | Yes (true) |
| Tina Lechnir | |||||||
| Employee - Vice President | Signing Bonus/Relocation | Yes (X) | $12,000 | $536 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,298 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| April Farrell MD | |||
| Family Member of William Farrell, Key Employee, GLAS | $876,745 | Employment | false |
| Cassandra Zlabek | |||
| Family Member of Jon Zlabek, Officer, GLAS | $56,512 | Employment | false |
| Emily Dolan MD | |||
| Family Member of Michael Dolan, Key Employee, GLAS | $330,801 | Employment | false |
| Evan Dolan | |||
| Family Member of Michael Dolan, Key Employee, GLAS | $232,040 | Employment | false |
| James Kleven MD | |||
| Family Member of Jennifer Kleven, M.D., Director, GLAS | $529,236 | Employment | false |
| Karl Borge MD | |||
| Family Member of Robyn Borge, Officer, GLAS | $283,622 | Employment | false |
| Shannan Stephens MD | |||
| Family Member of Kelley Bahr, M.D., Officer, GLAS | $388,281 | Employment | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 BEFORE FILING AND UPON FURTHER REVIEW BY THE CFO, VICE-PRESIDENT OF FINANCE OR DIRECTOR OF 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 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 VII, Section A, Line 1a, Column (C) FORMER REPORTING | THE FOLLOWING INDIVIDUALS ARE NO LONGER CONSIDERED OFFICERS FOR PURPOSES OF FORM 990 REPORTING: STEPHEN SHAPIRO, MD THE FOLLOWING INDIVIDUALS ARE NO LONGER CONSIDERED KEY EMPLOYEES FOR PURPOSES OF FORM 990 REPORTING: ERIC DEHN KRISTER MATTSON SHANNON MULLIGAN STEPHANIE CARROLL, MD KARI ADANK JANINE LUZ ELLEN PEDRETTI-FENDT P MICHAEL JACOBS, MD |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY TRANSFERS TO AFFILIATES - -7414426; SWAP MARKET ADJ - 437; |
| FORM 990, PART VI, LINE 15 - A AND B 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3 REALESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SOUTH AVENUE | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391606449 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $6,247,429 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLAS | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BELLIN GUNDERSEN HEALTH SYSTEM INC | ||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 920504278 | SUPPORTING ORG | WI | 501(c)(3) | Type III-FI | NA | false |
| 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 |
| 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 HEALTHCARE FOUNDATION 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 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUNDERSEN LUTHERAN ENVISION LLC | ||||||||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 264706546 | RENEWABLE ENERGY | WI | NA | 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 | |||||||
| GUNDERSEN EDGE LLC | ||||||||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 921783811 | INNOVATION | WI | NA | C Corporation | false | |||||||
| BG ASSURANCE COMPANY | ||||||||||||||||
| SELF INSURANCE | NA | C Corporation | false | 20 GENESIS CLOSE | PO BOX 30600 | GEORGE TOWN | GRAND CAYMAN | CJ | KY11203 | CJ | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gundersen Lutheran Administrative Services Inc | |||||||||||||||
| 1910 SOUTH AVE | LA CROSSE | WI | 54601 | 391606449 | Yes (X) | $0 | $402,164 | $402,164 | $1,149,839,364 | $1,150,241,528 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| GUNDERSEN CLINIC LTD | |||||||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391028657 | Yes (X) | $0 | $27,515 | $27,515 | $327,452,241 | $327,479,756 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | |||||||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 390813416 | Yes (X) | $0 | $0 | $0 | $1,530,942,803 | $1,530,942,803 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |||||||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391866425 | Yes (X) | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |