2016-11-15T15:02:28-06:00 2015-12-31 390758449 Wipfli LLP 3703 Oakwood Hills Pkwy Eau Claire WI 54701 990 2015-01-01 391751934 LUTHERAN HOUSING OF LA CROSSE INC LUTH 6087759487 1900 SOUTH AVENUE LA CROSSE WI 54601 Mark Platt Vice President 6087759487 2016-11-15 1 PAUL M TRACZEK CPA P01368830 7158323407 2016-11-15 2015 2017-02-10 21:41:12Z Mark Platt 1900 SOUTH AVENUE LA CROSSE WI 54601 245749 0 X N/A X 1992 WI LOW INCOME HOUSING FACILITY FOR ELDERLY, HANDICAPPED, OR CHRONICALLY MENTALLY ILL RESIDENTS. 6 1 0 6 0 0 0 34404 367912 211179 -1397 166 2714 0 369229 245749 0 0 0 0 0 7045 0 0 0 367198 159187 367198 166232 2031 79517 270649 281531 608026 603923 -337377 -322392 X Low income housing facility for elderly, handicapped, or chronically mentally ill residents. 0 1 138264 208816 LUTHERAN HOUSING OF LA CROSSE, INC. OWNS AND OPERATES A 20-UNIT APARTMENT BUILDING FOR LOW INCOME, PHYSICALLY HANDICAPPED TENANTS IN LA CROSSE, WI. THE RENT RECEIVED FROM THE TENANTS IS SUBSIDIZED BY THE U.S. DEPARTMENT OF HUD, SECTION 8 PROGRAM. 138264 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X Dara Bartels CFO 6087759487 1900 SOUTH AVENUE LA CROSSE WI 54601 Kelly Barton President 0.50 41.00 X X 0 218786 53269 Mark Platt Vice President 0.50 41.00 X X 0 358838 64253 Gary Schmuck Secretary/Treasurer 0.50 41.00 X X 0 163888 46283 Todd Wilson Director 0.50 X 0 0 0 Keith Olson Director 0.50 41.00 X 0 79924 32682 Anne Stekel Director 0.50 41.00 X 0 113913 32996 0 935349 229483 5 0 1 0 0 34404 34404 Rent Revenue 623990 208816 208816 Laundry and vending re 900099 1851 1851 other misc revenue 900099 512 512 211179 166 166 245749 208816 0 2529 7045 7045 11280 11280 6845 6845 327 327 961 961 1510 1510 121079 121079 15000 15000 2185 2185 166232 138264 27968 0 48 9570 1433 274 1472831 1321075 171059 151756 98109 119931 270649 281531 25086 20183 195 0 575945 576798 6800 6942 608026 603923 X -337377 -322392 -337377 -322392 270649 281531 79517 -64532 0 X X 0 1 X 1 0 X 34404 34404 550372 510200 466415 367912 208816 2103715 3035 2271 2037 2714 2363 12420 553407 512471 468452 370626 245583 2150539 0 105337 105337 105337 105337 2045202 348 210 148 136 166 1008 348 210 148 136 166 1008 553755 512681 468600 370762 245749 2151547 0.95060 0.99950 0.00050 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1284784 1145087 139697 85958 82466 3492 102089 93522 8567 151756 Tenant deposits held in trust 6942 Replacement reserve 105461 Residual receipts reserve 7528 119931 Tenant deposits held in trust 6942 6942 X X X 0 0 0 0 0 0 0 0 0 Kelly Barton President 0 215720 0 0 0 3066 0 33000 0 20269 0 272055 0 0 Mark Platt Vice President 0 354656 0 0 0 4182 0 39750 0 24503 0 423091 0 0 Gary Schmuck Secretary/Treasurer 0 162626 0 0 0 1262 0 24820 0 21463 0 210171 0 0 Form 990, Part III, line 3 Contract with Bethany Lutheran Homes was terminated in October 2014. Form 990, Part VI, Section A, line 6 THE SOLE MEMBER OF LUTHERAN HOUSING OF LA CROSSE, INC. IS LUTHERAN REAL ESTATE HOLDING CORPORATION. Form 990, Part VI, Section A, line 7a THE CORPORATE MEMBER, LUTHERAN REAL ESTATE HOLDING CORPORATION, HAS THE POWER TO APPOINT BOARD MEMBERS. Form 990, Part VI, Section A, line 7b THE CORPORATE MEMBER, LUTHERAN REAL ESTATE HOLDING CORPORATION, HAS THE RIGHT TO VOTE ON ALL AMENDMENT OF THE ARTICLES OF INCORPORATION AND SUCH OTHER MATTERS. Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY MANAGEMENT. FOR THIS PURPOSE, MANAGEMENT INCLUDES THE CFO, THE ACCOUNTING MANAGER OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., AND THE PRESIDENT OF THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS MADE AVAILABLE FOR ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c ALL EXECUTIVE STAFF AND BOARD MEMBERS SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS (AND MORE OFTEN AS A CONFLICT OF INTEREST MAY ARISE). DISCLOSED CONFLICT OF INTERESTS WILL BE REVIEWED BY THE BOARD OF DIRECTORS, WHICH WILL PROVIDE A RESPONSE WITH INSTRUCTION ON HOW TO MANAGE THE CONFLICT OF INTERESTS. Form 990, Part VI, Section B, line 15 RECOMMENDATIONS FOR COMPENSATION OF THE ORGANIZATIONS' KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER A REVIEW OF PERFORMANCE AND COMPARABLE MARKET DATA. THE COMPENSATION RECOMMENDATIONS, ALONG WITH THE MARKET DATA, ARE PRESENTED TO THE COMMITTEE MADE UP OF THE COMMUNITY MEMBERS AND THE BOARD OF TRUSTEES. THE COMPENSATION AMOUNTS ARE NOT EFFECTIVE UNTIL THE BOARD COMMITTEE APPROVES THEM. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETING WHERE THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES. Form 990, Part VI, Section C, line 19 REQUESTS FOR LUTHERAN HOUSING OF LA CROSSE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AND COPYING THROUGH GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S LEGAL DEPARTMENT. Part XII, Line 2C THE AUDITOR IS SELECTED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. Gundersen Lutheran Health System Inc 1836 South Avenue La Crosse WI 54601 391866425 Supporting Org WI 501(c)(3) Line 11b, II N/A 0 Gundersen Lutheran Medical Center Inc 1910 South Avenue La Crosse WI 54601 390813416 Healthcare WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 Gundersen Clinic LTD 1910 South Avenue LA Crosse WI 54601 391028657 Healthcare WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 Gundersen Lutheran Administrative SVC 1910 South Avenue la Crosse WI 54601 391606449 Supporting Org WI 501(c)(3) Line 11b, II Gundersen Lutheran Health System 1 Gundersen Lutheran Medical Foundation Inc 1836 South Avenue La Crosse WI 54601 391249705 Foundation WI 501(c)(3) Line 7 Gundersen Lutheran Health System 1 Gundersen Health Plan Inc 1836 South Avenue LA Crosse WI 54601 391807071 Health Insurance WI 501(c)(4) Gundersen Lutheran Health System 1 Gundersen Lutheran Credentialing Svc Inc 1910 South Avenue La Crosse WI 54601 391856898 Credentialing WI 501(c)(3) Line 11c, III-FI Gundersen Lutheran Health System 1 Tri-County Memorial Hospital 18601 Lincoln Street Whitehall WI 54773 390704510 Healthcare WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 Harmony Community Healthcare Inc 815 Main Avenue South Harmony MN 55939 410711606 Healthcare MN 501(c)(3) Line 9 Gundersen Lutheran Health System 1 Tweeten Lutheran Healthcare Center Inc 125 Fifth Avenue SE Spring Grove MN 55974 411565003 Healthcare MN 501(c)(3) Line 9 Gundersen Lutheran Health System 1 Tri-State Ambulance Inc 235 Causeway Boulevard La Crosse WI 54603 391965415 Medical Transport WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 Tri-State Regional Ambulance Inc 235 Causeway Boulevard La Crosse WI 54603 391962965 Medical Transport WI 501(c)(3) Line 9 Gundersen Lutheran Health System 1 Lutheran Real Estate Holding Corp 1910 South Avenue La Crosse WI 54601 391480826 Housing WI 501(c)(3) Line 11c, III-FI Gundersen Lutheran Health System 1 Community Housing of La Crosse Inc 1900 South Avenue La Crosse WI 54601 391586700 Independent Living WI 501(c)(3) Line 9 Lutheran Real Estate Holding Corp 1 Options in Reproductive Care Inc 1201 Caledonia Street La Crosse WI 54603 391166634 Healthcare WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 St Joseph's Health Services Inc 400 Water Avenue Hillsboro WI 54634 390929538 Healthcare WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 St Joseph's Memorial Foundation Inc 400 Water Avenue Hillsboro WI 54634 391455787 Foundation WI 501(c)(3) Line 11a, I St Joseph's Health Services 1 Tri-County Memorial Foundation Inc 18601 Lincoln Street Whitehall WI 54773 300093022 Foundation WI 501(c)(3) Line 11a, I Tri-County Memorial Hospital 1 Gundersen Lutheran Express Care Inc 1836 South Avenue La Crosse WI 54601 900102388 Healthcare WI 501(c)(3) Line 11a, I Gundersen Lutheran Health System 1 Gundersen Health Plan MN Inc 1900 South Avenue La Crosse WI 54601 452633920 Health Insurance MN 501(c)(4) Gundersen Health Plan 1 Memorial Hospital of Boscobel 205 Parker Street Boscobel WI 53805 390845590 Healthcare WI 501(c)(3) Line 3 Gundersen Lutheran Health System 1 Memorial Hospital of Boscobel Foundation 205 Parker Street Boscobel WI 53805 391688793 Fundraising WI 501(c)(3) Line 7 Memorial Hospital of Boscobel 1 Boscobel Area Healthcare Partners 205 Parker Street Boscobel WI 53805 450498844 Volunteering/Fundraising WI 501(c)(3) Line 7 N/A 1 Palmer Lutheran Health Center Inc 112 Jefferson Street West Union IA 52175 421320763 Healthcare IA 501(c)(3) Line 3 N/A 1 Palmer Memorial Foundation 112 Jefferson Street West Union IA 52175 421032878 Foundation IA 501(c)(3) Line 7 Palmer Lutheran Health Center 1 Degen Berglund Inc 1709 Losey Boulevard South La Crosse WI 54601 390971110 Retail Pharmacy WI N/A C 0 Gundersen Lutheran Envision LLC 1836 South Avenue La Crosse WI 54601 264706546 Renewable Energy WI N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Gundersen Lutheran Medical Center Inc C 34404 Fair Value