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GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC (EIN 39-1606449)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201643199349303254
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-14T09:57:15-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 WELLS FARGO CTR 90 S 7TH STAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391606449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gundersen Lutheran AdministrativeBusinessNameLine1Txt
Business Name Line2Services IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DARA BARTELSInCareOfNm
Business Name ControlGUNDBusinessNameControlTxt
Phone6087827300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11910 South AveAddressLine1Txt
CityLa CrosseCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARA BARTELSPersonNm
Person TitleCFOPersonTitleTxt
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANN K LAMOUREUXPreparerPersonNm
PTINP00691316PTIN
Phone6123055000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1GUNDERSEN ADMIN SERVICES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSCOTT RATHGABER MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11910 SOUTH AVEAddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$703,901,488GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GUNDERSENHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO SUPPORT GUNDERSEN HEALTH SYSTEM'S HEALTH CARE AND OTHER ORGS MISSIONS THROUGHOUT OUR SERVICE AREA, MANAGING THE LARGER PORTION OF BUSINESS SVCS, EDUCATION AND INVESTING.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee9065TotalEmployeeCnt
Total Volunteers973TotalVolunteersCnt
Total Gross UBI$137,612TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$136,612NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$636,767PYContributionsGrantsAmt
CY Contributions Grants$585,261CYContributionsGrantsAmt
PY Program Service Revenue$665,994,349PYProgramServiceRevenueAmt
CY Program Service Revenue$702,009,049CYProgramServiceRevenueAmt
PY Investment Income$15,600,970PYInvestmentIncomeAmt
CY Investment Income$472,972CYInvestmentIncomeAmt
PY Other Revenue$297,582PYOtherRevenueAmt
CY Other Revenue$307,258CYOtherRevenueAmt
PY Total Revenue$682,529,668PYTotalRevenueAmt
CY Total Revenue$703,374,540CYTotalRevenueAmt
PY Grants And Similar Paid$2,591,480PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,403CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$580,560,346PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$594,527,545CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$99,591,942PYOtherExpensesAmt
CY Other Expenses$103,776,804CYOtherExpensesAmt
PY Total Expenses$682,743,768PYTotalExpensesAmt
CY Total Expenses$698,338,752CYTotalExpensesAmt
PY Revenues Less Expenses-$214,100PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,035,788CYRevenuesLessExpensesAmt
Total Assets BOY$744,287,546TotalAssetsBOYAmt
Total Assets EOY$796,373,851TotalAssetsEOYAmt
Total Liabilities BOY$750,682,209TotalLiabilitiesBOYAmt
Total Liabilities EOY$797,732,726TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$6,394,663NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$1,358,875NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$692,279,908ExpenseAmt
Grant$34,403GrantAmt
Revenue$702,009,049RevenueAmt
DescGENERAL 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$692,279,908TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document548IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9065EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDARA BARTELSPersonNm
Phone6087759487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11910 SOUTH AVENUE NCA1-01AddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Jeffrey Thompson MD
Chief Executive Officer42.06.0Yes (X)Yes (X)$958,485$0$62,571
Scott Rathgaber MD
CEO, Med VP42.06.0Yes (X)Yes (X)$593,630$0$61,571
Greg Prairie
Board of Trustees - VP2.04.0Yes (X)Yes (X)$0$0$0
Wendy Lommen
Board of Trustees - Treasurer2.04.0Yes (X)Yes (X)$0$0$0
Brian Rude
Board of Trustees - Secretary2.04.0Yes (X)Yes (X)$0$0$0
Gerald Kember
Board of Trustees - Member2.06.0Yes (X)$0$0$0
John Lyche
Board of Trustees - Member2.06.0Yes (X)$0$0$0
Mark Glendenning
Board of Trustees - Member2.04.0Yes (X)$0$0$0
Brad Sturm
Board of Trustees - Chair2.04.0Yes (X)Yes (X)$0$0$0
Stephen Shapiro MD
Board of Trustees - Member42.09.0Yes (X)$441,572$0$62,571
Brian Sieck MD
Board of Trustees - Member42.06.0Yes (X)$389,942$0$60,071
Kelley Bahr MD
Board of Trustees - Member42.06.25Yes (X)$373,897$0$36,538
Jonathan Zlabek MD
Board of Trustees - Member42.06.0Yes (X)$299,117$0$62,571
P Michael Jacobs DPM
BOT- Member, MVP42.06.0Yes (X)$325,223$0$62,571
Greg Thompson MD
Chief Medical Officer42.08.0Yes (X)$421,480$0$62,621
Michael Dolan MD
MVP, Exec VP, Medical COO42.08.0Yes (X)$582,266$0$61,821
Michael Allen
Chief Financial Officer42.08.0Yes (X)$330,677$0$25,347
Dara Bartels
Interim CFO42.09.0Yes (X)$225,050$0$55,319
Mary Kuffel MD
Medical Vice President40.01.0$453,610$0$41,039Yes (X)
Marilu Bintz MD
MVP, Senior VP40.01.0$535,740$0$48,841Yes (X)
Stephanie Carroll MD
Medical Vice President40.00.0$242,912$0$51,160Yes (X)
Kraig Schuster
Vice President40.00.0$186,604$0$48,817Yes (X)
Elizabeth Smith-Houskamp
Vice President40.01.5$334,194$0$39,750Yes (X)
Bryan Erdmann
Vice President40.02.0$218,446$0$55,615Yes (X)
Kelly Barton
Vice President40.01.5$218,786$0$50,563Yes (X)
Kathleen Klock
Senior Vice President40.01.3$406,450$0$42,300Yes (X)
Gerald Arndt
Senior Vice President40.01.0$393,412$0$41,039Yes (X)
Mark Platt
Senior Vice President40.02.5$358,838$0$60,071Yes (X)
Debra Rislow
Senior Vice President40.02.0$368,380$0$54,179Yes (X)
Daniel Lilly JD
General Counsel40.01.0$364,816$0$62,571Yes (X)
Daniel Ecklund MD
Medical Doctor40.00.0$285,187$0$61,371Yes (X)
Jill McMullen MD
Medical Doctor40.00.0$278,068$0$55,031Yes (X)
Jean Krause
Chief Quality/Safety Officer40.03.3$206,143$0$42,117Yes (X)
Michael Richards
Executive Director40.00.0$200,516$0$52,071Yes (X)
Mary Lu Gerke
NURSE EXECUTIVE40.00.0$198,932$0$39,091Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,192,373TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,459,198TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K762IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GUNDERSEN LUTHERAN MEDICAL CENTER
1910 SOUTH AVENUELA CROSSEWI54601SERVICES/SUPPLIES$309,236,009
FOWLER AND HAMMER INC
313 MONITOR STREETLA CROSSEWI54603BUILDING CONTRACTOR$10,897,161
KRAUS ANDERSON CONSTRUCTION CO
PO BOX 158CIRCLE PINESMN55014BUILDING CONTRACTOR$9,232,731
SIEMENS MEDICAL SOLUTIONS
PO BOX 120001DALLASTX75207HEALTHCARE CONSULT.$4,338,856
EPIC SYSTEM CORPORATION
BOX 88314MILWAUKEEWI532880314SOFTWARE CONSULTANTS$3,361,007
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K367CntrctRcvdGreaterThan100KCnt
Related Organizations$170,162RelatedOrganizationsAmt
Government Grants$361,660GovernmentGrantsAmt
All Other Contributions$53,439AllOtherContributionsAmt
Total Contributions$585,261TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE PROVIDED TO GUNDERSENDesc
Business561000BusinessCd
Total Revenue Column$702,009,049TotalRevenueColumnAmt
Related Or Exempt Func Income$702,009,049RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$702,009,049TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$472,972TotalRevenueColumnAmt
Unrelated Business Revenue$137,612UnrelatedBusinessRevenueAmt
Exclusion$335,360ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$830,606RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$523,348RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$307,258RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$307,258TotalRevenueColumnAmt
Exclusion$307,258ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$3,600OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$3,600OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$703,374,540TotalRevenueColumnAmt
Related Or Exempt Func Income$702,009,049RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$137,612UnrelatedBusinessRevenueAmt
Exclusion$642,618ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$34,403TotalAmt
Program Services$34,403ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,556,301TotalAmt
Program Services$1,291,536ProgramServicesAmt
Management And General$4,264,765ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$435,481,987TotalAmt
Program Services$435,481,987ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,903,115TotalAmt
Program Services$52,281,257ProgramServicesAmt
Management And General$621,858ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$73,515,651TotalAmt
Program Services$73,431,297ProgramServicesAmt
Management And General$84,354ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,070,491TotalAmt
Program Services$26,770,379ProgramServicesAmt
Management And General$300,112ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,535,853TotalAmt
Program Services$1,295,220ProgramServicesAmt
Management And General$240,633ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$471,589TotalAmt
Program Services$471,589ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$251,770TotalAmt
Program Services$251,770ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,196,992TotalAmt
Program Services$1,196,992ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,098,132TotalAmt
Program Services$13,047,949ProgramServicesAmt
Management And General$50,183ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$843,340TotalAmt
Program Services$843,340ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,126,280TotalAmt
Program Services$8,123,601ProgramServicesAmt
Management And General$2,679ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,619,767TotalAmt
Program Services$17,619,767ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,507,351TotalAmt
Program Services$7,501,903ProgramServicesAmt
Management And General$5,448ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$666,389TotalAmt
Program Services$647,954ProgramServicesAmt
Management And General$18,435ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,562,591TotalAmt
Program Services$17,562,591ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,475,878TotalAmt
Program Services$21,474,539ProgramServicesAmt
Management And General$1,339ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$417,465TotalAmt
Program Services$417,465ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Bad debts/collections$3,227,541$3,227,541
Miscellaneous$3,078,194$2,915,392$162,802
Dues/Memberships/License$2,266,147$1,974,017$292,130
Supplies$2,261,603$2,258,410$3,193

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,169,922TotalAmt
Program Services$2,159,009ProgramServicesAmt
Management And General$10,913ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$698,338,752TotalAmt
Program Services$692,279,908ProgramServicesAmt
Management And General$6,058,844ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$19,748,377BOYAmt
EOY$24,257,146EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$123,411,408BOYAmt
EOY$137,611,438EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$119,493BOYAmt
EOY$9,412EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$15,814,699BOYAmt
EOY$17,371,122EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,392,191BOYAmt
EOY$5,223,286EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,983,686BOYAmt
EOY$13,274,353EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$193,582,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$116,138,722LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$85,709,042BOYAmt
EOY$77,444,251EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$466,445,475BOYAmt
EOY$508,586,899EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,663,175BOYAmt
EOY$12,595,944EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$744,287,546BOYAmt
EOY$796,373,851EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$127,677,477BOYAmt
EOY$128,791,893EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$393,680,000BOYAmt
EOY$398,775,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$229,324,732BOYAmt
EOY$270,165,833EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$750,682,209BOYAmt
EOY$797,732,726EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$6,394,663BOYAmt
EOY-$1,358,875EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$6,394,663BOYAmt
EOY-$1,358,875EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$744,287,546BOYAmt
EOY$796,373,851EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,035,788ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations17SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (17 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
BOSCOBEL AREA HEALTHCARE PARTNERS
4504988447false$0$0
COMMUNITY HOUSING OF LA CROSSE INC
3915867007false$0$0
GUNDERSEN CLINIC LTD
3910286573Yes (true)$0$0
GUNDERSEN LUTHERAN HEALTH SYSTEM
3918664257Yes (true)$0$0
GUNDERSEN LUTHERAN MEDICAL CENTER INC
3908134163Yes (true)$0$0
GUNDERSEN LUTHERAN MEDICAL FOUNDATION
3912497057false$0$0
HARMONY COMMUNITY HEALTH CARE
4107116067false$0$0
LUTHERAN HOUSING OF LA CROSSE INC
3917519347false$34,403$0
MEMORIAL HOSPITAL OF BOSCOBEL
3908455903false$0$0
MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION INC
3916887937false$0$0
PALMER LUTHERAN HEALTH CENTER INC
4213207633false$0$0
ST JOSEPH HEALTH SERVICES INC
3909295383false$0$0
TRI-COUNTY MEMORIAL HOSPITAL INC
3907045103false$0$0
TRI-STATE AMBULANCE INC
3919654153false$0$0
TRI-STATE REGIONAL AMBULANCE INC
3919629653false$0$0
TWEETEN LUTHERAN HEALTHCARE CENTER INC
4115650037false$0$0
Palmer Memorial Foundation
4210328787false$0$0
FieldValueIRS element (for citing)
Supported Organizations Total17SupportedOrganizationsTotalCnt
Support Sum$34,403SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 11g:GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES IS AN INTEGRAL PART OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM AND PROVIDES SUPPORT TO EACH OF THE ORGANIZATIONS LISTED; HOWEVER, SUCH SERVICES CANNOT EASILY BE QUANTIFIED IN DOLLAR-BASED TERMS.
Part IV, Section A, Line 1:THE ARTICLES OF INCORPORATION OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. (GLAS) PROVIDE THAT IT SHALL "SUPPORT, OPERATE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND CARRY OUT SOME OR ALL OF THE CHARITABLE PURPOSES OF GUNDERSEN LUTHERAN, INC., GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL, INC. AND THEIR NONPROFIT AFFILIATES (HEREAFTER REFERRED TO AS THE GUNDERSEN LUTHERAN HEALTH SYSTEM) SO LONG AS THOSE ORGANIZATIONS ARE DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE, AND OTHER SECTION 501(C)(3) ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE WHICH ARE AFFILIATED WITH ANY OF THE AFORESAID ORGANIZATIONS." GLAS SUPPORTS THE THREE NAMED ENTITIES, ALL OF WHICH HAVE BEEN RECOGNIZED AS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND HAVE BEEN CLASSIFIED AS PUBLIC CHARITIES UNDER IRC SECTION 509(A)(1) OR (2). FURTHER, PURSUANT TO THEIR BY-LAWS, THE GOVERNING BODY OF GUNDERSON LUTHERAN HEALTH SYSTEM, INC. (FORMALLY GUNDERSEN LUTHERAN, INC.) SERVES AS THE GOVERNING BODY OF GLAS, AS WELL AS GUNDERSEN CLINIC, LTD, AND GUNDERSON LUTHERAN MEDICAL CENTER. THUS, GLAS MEETS THE RELATIONSHIP TEST AS A TYPE II ORGANIZATION BECAUSE THERE IS COMMON SUPERVISION AND CONTROL BETWEEN GLAS AND ITS NAMED SUPPORTED ORGANIZATIONS (TREAS. REGS. SECTION 1.509(A)-4(H)). GLAS ALSO SUPPORTS ORGANIZATIONS DESCRIBED IN IRC SECTION 509(A)(1) AND (2) WHICH ARE AFFILIATED WITH THE SUPPORTED ORGANIZATIONS OR ARE 501(C)(3) PUBLIC CHARITIES AFFILIATED WITH THESE AFFILIATED ENTITIES. THEY ARE DESCRIBED BY CLASS. TO QUALIFY AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION, AN ORGANIZATION MUST SUPPORT ONE OR MORE SPECIFIED ORGANIZATIONS. FOR TYPE II SUPPORTING ORGANIZATIONS, SPECIFIED ORGANIZATIONS CAN BE EITHER SPECIFIED BY NAME IN THE SUPPORTING ORGANIZATION'S ARTICLES OF INCORPORATION, OR THE ARTICLES MUST DESIGNATE THE SUPPORTED ORGANIZATION(S) BY CLASS OR PURPOSE AND WHICH INCLUDE PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE PUBLICLY SUPPORTED ORGANIZATIONS SPECIFIED IN THE ARTICLES. (TREAS. REGS. SECTION 1.509(A)-4(D)(2)(B)(2)). THEREFORE, THE LACK OF INCLUDING THE NAME OF THE AFFILIATED ORGANIZATIONS THAT GLAS WILL SUPPORT IN ITS ARTICLES OF INCORPORATION DOES NOT OTHERWISE DEFEAT GLAS'S STATUS AS A TYPE II SUPPORTING ORGANIZATION, BECAUSE ITS ARTICLES DESCRIBE THESE SUPPORTED ORGANIZATIONS BY CLASS (AFFILIATED WITH THE SPECIFIED SUPPORTED ORGANIZATION) AND REQUIRE THAT THEY BE EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3) AND DESCRIBED IN IRC SECTION 509(A)(1) OR (2).
Part IV, Section A, Line 6: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.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$251,770FilingOrganizationsTotalAmt
Affiliated Group Total$271,755AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$251,770FilingOrganizationsTotalAmt
Affiliated Group Total$271,755AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$698,086,982FilingOrganizationsTotalAmt
Affiliated Group Total$1,746,355,332AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$698,338,752FilingOrganizationsTotalAmt
Affiliated Group Total$1,746,627,087AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$232,875CurrentYearMinus3Amt
Current Year Minus2$243,735CurrentYearMinus2Amt
Current Year Minus1$281,562CurrentYearMinus1Amt
Current Year$271,755CurrentYearAmt
Total$1,029,927TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,789,884OtherCostOrOtherBasisAmt
Book Value$1,789,884BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,650,775OtherCostOrOtherBasisAmt
Depreciation$9,943,268DepreciationAmt
Book Value$27,707,507BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,698,789OtherCostOrOtherBasisAmt
Depreciation$978,739DepreciationAmt
Book Value$2,720,050BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$150,443,525OtherCostOrOtherBasisAmt
Depreciation$105,216,715DepreciationAmt
Book Value$45,226,810BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$77,444,251TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLE$229,547,667
LOSS ON SWAP CONTRACTS$33,830,982
DEFERRED COMPENSATION$243,921
LT CIMP LIABILITY$4,336,161
LEASE CONTRACT PAYABLE$5,842
OTHER LIABILITIES$2,201,260
FieldValueIRS element (for citing)
Total Liability$270,165,833TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceINCOME TAX MATTERSFormAndLineReferenceDesc
ExplanationPART X, LINE 2: THE OBLIGATED GROUP HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2015 OR 2014. THE OBLIGATED GROUP'S INCOME TAX RETURNS ARE GENERALLY NO LONGER SUBJECT TO EXAMINATION FOR 2011, AND PRIOR YEARS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LUTHERAN HOUSING OF LA CROSSE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 SOUTH AVENUEAddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd
FieldValueIRS element (for citing)
Recipient EIN391751934RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$34,403CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationTHE FUNDS ARE MONITORED BY MANAGEMENT AND THE BOARD OF TRUSTEES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jeffrey Thompson MD
Chief Executive Officer$656,406$0$75,000$0$227,079$0$39,750$0$22,875$0$1,021,110$0$0$0
Scott Rathgaber MD
CEO, Med VP$589,072$0$0$0$4,558$0$39,750$0$21,875$0$655,255$0$0$0
Stephen Shapiro MD
Board of Trustees - Member$437,556$0$4,000$0$16$0$39,750$0$27,057$0$508,379$0$0$0
Brian Sieck MD
Board of Trustees - Member$389,656$0$0$0$286$0$39,750$0$24,557$0$454,249$0$0$0
Kelley Bahr MD
Board of Trustees - Member$343,000$0$2,500$0$28,397$0$36,538$0$54$0$410,489$0$0$0
Jonathan Zlabek MD
Board of Trustees - Member$286,156$0$9,000$0$3,961$0$39,750$0$22,875$0$361,742$0$0$0
P Michael Jacobs DPM
BOT- Member, MVP$292,155$0$2,500$0$30,568$0$39,750$0$22,875$0$387,848$0$0$0
Greg Thompson MD
Chief Medical Officer$415,606$0$1,316$0$4,558$0$39,750$0$22,925$0$484,155$0$0$0
Michael Dolan MD
MVP, Exec VP, Medical COO$530,558$0$6,500$0$45,208$0$39,750$0$26,307$0$648,323$0$0$0
Mary Kuffel MD
Medical Vice President$449,412$0$0$0$4,198$0$39,750$0$1,343$0$494,703$0$0$0
Marilu Bintz MD
MVP, Senior VP$531,182$0$0$0$4,558$0$39,750$0$9,145$0$584,635$0$0$0
Stephanie Carroll MD
Medical Vice President$231,580$0$11,316$0$16$0$36,731$0$17,343$0$296,986$0$0$0
Kraig Schuster
Vice President$186,244$0$0$0$360$0$28,285$0$22,923$0$237,812$0$0$0
Elizabeth Smith-Houskamp
Vice President$274,000$0$0$0$60,194$0$39,750$0$54$0$373,998$0$0$0
Bryan Erdmann
Vice President$214,861$0$0$0$3,585$0$32,999$0$25,376$0$276,821$0$0$0
Kelly Barton
Vice President$215,720$0$0$0$3,066$0$33,000$0$17,617$0$269,403$0$0$0
Kathleen Klock
Senior Vice President$406,450$0$0$0$0$0$39,750$0$6,786$0$452,986$0$0$0
Gerald Arndt
Senior Vice President$393,412$0$0$0$0$0$39,750$0$5,507$0$438,669$0$0$0
Mark Platt
Senior Vice President$354,656$0$0$0$4,182$0$39,750$0$20,375$0$418,963$0$0$0
Debra Rislow
Senior Vice President$368,020$0$0$0$360$0$39,750$0$18,665$0$426,795$0$0$0
Michael Allen
Chief Financial Officer$249,771$0$0$0$80,906$0$10,133$0$18,038$0$358,848$0$0$0
Dara Bartels
Interim CFO$190,357$0$33,346$0$1,347$0$32,998$0$22,375$0$280,423$0$0$0
Daniel Lilly JD
General Counsel$364,456$0$0$0$360$0$39,750$0$27,057$0$431,623$0$0$0
Daniel Ecklund MD
Medical Doctor$283,515$0$0$0$1,672$0$39,750$0$25,205$0$350,142$0$0$0
Jill McMullen MD
Medical Doctor$272,655$0$2,500$0$2,913$0$34,710$0$20,375$0$333,153$0$0$0
Jean Krause
Chief Quality/Safety Officer$193,360$0$10,000$0$2,783$0$29,988$0$12,183$0$248,314$0$0$0
Michael Richards
Executive Director$200,156$0$0$0$360$0$29,750$0$24,897$0$255,163$0$0$0
Mary Lu Gerke
NURSE EXECUTIVE$198,932$0$0$0$0$0$30,000$0$11,605$0$240,537$0$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WHEFA SERIES 2011A ISSUANCE
A39133785597710BJ782011-09-29$162,468,632SEE PART VIfalsefalsefalse
WHEFA SERIES 2011B ISSUANCE
B39133785597710BK502011-09-29$40,000,000SEE PART VIfalsefalsefalse
WHEFA SERIES 2009 ISSUANCE
C39133785597710BE652011-03-17$78,715,000SEE PART VIfalsefalsefalse
WHEFA SERIES 2008B ISSUANCE
D39133785597710BBG62010-09-01$61,400,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$25,290,000$0$162,563,462$0$0$0$1,938,652$0$0$70,140,245$90,473,803$02014Yes (true)falseYes (true)Yes (true)
B$0$0$40,010,713$0$0$0$304,885$0$0$39,705,764$0$02014falsefalseYes (true)Yes (true)
C$0$0$78,715,000$0$0$0$0$0$0$78,715,000$0$02005Yes (true)falseYes (true)Yes (true)
D$0$0$61,400,000$0$0$0$0$0$0$61,400,000$0$02008Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndTotal Private Business UseTotalPrivateBusinessUsePctChange In Use Bond Financed PropChangeInUseBondFinancedPropPct
Afalsefalsefalsefalse0Yes (true)falsefalseYes (true)
Bfalsefalsefalsefalse0Yes (true)falsefalseYes (true)
CfalseYes (true)falsefalse0.01600Yes (true)falsefalseYes (true)0.01600
Dfalsefalsefalsefalse0Yes (true)Yes (true)Yes (true)Yes (true)0.00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePct
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)Yes (true)falsefalse0falseYes (true)
PIPERMERRILL
CYes (true)Yes (true)Yes (true)false0falseYes (true)29.5
MERRILL
DYes (true)Yes (true)Yes (true)false0falseYes (true)27.

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Bond Issues: Line A(A) ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2011A (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUNDED THE 2000 SERIES A AND B ISSUED 10.10.2000. 2008 SERIES A ISSUED 5.29.2008 AND NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF HOSPITAL FACILITIES AND COSTS OF ISSUANCE
Part I Bond Issues: Line B(A) ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2011B (F) DESCRIPTION OF PURPOSE: NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF HOSPITAL AND COSTS OF ISSUANCE
Part I Bond Issues: Line C(A) ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2009 (C) CUSIP ID: 97710BE65/9910BE73 (F) DESCRIPTION OF PURPOSE: CONVERSION AND REISSUANCE OF 2009 BONDS, ORIGINALLY ISSUED 5/22/2009 TO FINANCE CONSTRUCTION AND EQUIPPING OF HOSPITAL FACILITIES AND CURRENTLY REFUND THE SERIES 2003B/C BONDS
Part I Bond Issues: Line D(A) ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2008B (F) DESCRIPTION OF PURPOSE: CONVERSION AND REISSUANCE OF 2008 BONDS, ORIGINALLY ISSUED 5/29/2008 TO FINANCE THE REPAYMENT OF A LINE OF CREDIT USED TO REPAY THE SERIES 2006 BONDS, WHICH FINANCED THE CONSTRUCTION AND EQUIPPING OF HEALTH CARE FACILITIES AND COSTS OF ISSUANCE Part III, Line 8b * Due to software limitations, the percentage of the bond sold or disposed of could not print. The actual amount of bond-financed property sold or disposed of was 0.000013%.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WHEFA SERIES 2012 ISSUANCE
A39133785597710B4B52012-09-27$71,789,897SEE PART VIfalsefalsefalse
WHEFA Series 2015 Issuance
B3913378550000000002015-12-23$12,000,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$480,000$0$71,875,660$0$0$0$961,054$0$0$70,929,112$0$02014falsefalseYes (true)Yes (true)
B$0$0$12,001,420$0$0$0$0$0$0$642,310$0$0falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0Yes (true)falsefalseYes (true)
Bfalsefalsefalsefalse0Yes (true)falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalse0falseYes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Bond Issues: Line A(A) ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2012 (F) DESCRIPTION OF PURPOSE: NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF HOSPITAL AND COSTS OF ISSUANCE
Part I Bond Issues: Line B(A) ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2015 (F) DESCRIPTION OF PURPOSE: NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF A CLINIC

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonELIZABETH SMITH-HOUSKPersonNm
Relationship With OrgV.P.RelationshipWithOrgTxt
Loan PurposeEDUCATIONLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$106,968OriginalPrincipalAmt
Balance Due$9,412BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$9,412TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (21 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Sean Agger
SEE SUPPLEMENTAL INFO$203,156Employmentfalse
James Klock
SEE SUPPLEMENTAL INFO$119,771Employmentfalse
Belinda Klock
SEE SUPPLEMENTAL INFO$68,041Employmentfalse
James Klock
SEE SUPPLEMENTAL INFO$108,903Employmentfalse
Brenda White
SEE SUPPLEMENTAL INFO$21,968Employmentfalse
Samuel Thompson
SEE SUPPLEMENTAL INFO$51,637Employmentfalse
Jonathan Klock
SEE SUPPLEMENTAL INFO$98,303Employmentfalse
Tom Thompson
SEE SUPPLEMENTAL INFO$52,059Employmentfalse
Lynn Sturm
SEE SUPPLEMENTAL INFO$54,877Employmentfalse
Amy Strupp
SEE SUPPLEMENTAL INFO$21,407Employmentfalse
Margaret Webster MD
SEE SUPPLEMENTAL INFO$149,122Employmentfalse
Karen Rude
SEE SUPPLEMENTAL INFO$66,808Employmentfalse
Ricardo Rivera
SEE SUPPLEMENTAL INFO$78,456Employmentfalse
Megan Klock
SEE SUPPLEMENTAL INFO$67,977Employmentfalse
Shannan Stephens MD
SEE SUPPLEMENTAL INFO$298,426Employmentfalse
Susan Owen-Thompson
SEE SUPPLEMENTAL INFO$20,914Employmentfalse
Ingri Gundersen Lombardi
SEE SUPPLEMENTAL INFO$41,631Employmentfalse
John Houskamp MD
SEE SUPPLEMENTAL INFO$266,699Employmentfalse
Kiley Barton
SEE SUPPLEMENTAL INFO$33,931Employmentfalse
Haley Barton
SEE SUPPLEMENTAL INFO$10,692Employmentfalse
Rachel Thompson-Fleming MD
SEE SUPPLEMENTAL INFO$95,394Employmentfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Sch L, Part IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: SEAN AGGER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF WILLIAM AGGER, M.D., FOMER DIRECTOR (A) NAME OF PERSON: JAMES KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: BELINDA KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: JAMES KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: JONATHAN KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: BRENDA WHITE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF GERALD ARNDT, KEY EMPLOYEE (A) NAME OF PERSON: SAMUEL THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: TOM THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: LYNN STURM (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BRAD STURM, DIRECTOR (A) NAME OF PERSON: AMY STRUPP (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLY BARTON, KEY EMPLOYEE (A) NAME OF PERSON: MARGARET WEBSTER, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF MARK GLENDENNING, DIRECTOR (A) NAME OF PERSON: KAREN RUDE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BRIAN RUDE, DIRECTOR (A) NAME OF PERSON: RICARDO RIVERA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JULIO BIRD, M.D., DIRECTOR (A) NAME OF PERSON: MEGAN KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: SHANNON STEPHENS, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLEY BAHR, M.D., DIRECTOR (A) NAME OF PERSON: SUSAN OWEN-THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: INGRI GUNDERSEN LOMBARDI (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF SIGURD GUNDERSEN III, M.D., DIRECTOR (A) NAME OF PERSON: JOHN HOUSKAMP, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BETH SMITH-HOUSKAMP, KEY EMPLOYEE (A) NAME OF PERSON: KILEY BARTON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLY BARTON, KEY EMPLOYEE
CONTINUED:(A) NAME OF PERSON: HALEY BARTON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLY BARTON, KEY EMPLOYEE (A) NAME OF PERSON: RACHEL THOMPSON-FLEMING, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1:DESCRIPTION OF ORGANIZATION 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, Section A, Line 2:Mark Glendenning, Gerald Arndt and Greg Prairie Business Relationship
Form 990, Part VI, Section A, Line 6:GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION.
Form 990, Part VI, Section A, Line 7a:GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.
Form 990, Part VI, Section A, Line 7b: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, Section B, Line 11b:THE FORM 990 WILL BE AVAILABLE FOR ALL BOARD MEMBERS AT A BOARD MEETING AND THE GUNDERSEN LUTHERAN HEALTH SYSTEM FINANCE COMMITTEE RECEIVES A COPY OF THE 990 BEFORE FILING AND UPON FURTHER REVIEW FROM THE CFO THE 990S ARE APPROVED AND FILED.
Form 990, Part VI, Section B, Line 12c:GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS.
Form 990, Part VI, Section B, Line 15:THE COMPENSATION OF THE CEO IS DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THEIR DETERMINATION IS MADE AFTER A REVIEW OF MARKET DATA OBTAINED FROM SEVERAL ORGANIZATIONS AND CEO PERFORMANCE. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE SUCH DISCUSSIONS TAKE PLACE. RECOMMENDATIONS FOR COMPENSATION FOR THE ORGANIZATIONS' KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER A REVIEW OF PERFORMANCE AND COMPARABLE MARKET DATA. THE PROPOSED SALARIES ARE INDEPENDENTLY REVIEWED BY AN OUTSIDE AUDITING FIRM. THE COMPENSATION RECOMMENDATIONS, AUDIT REPORTS, ALONG WITH THE MARKET DATA, ARE PRESENTED TO A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THE COMPENSATION AMOUNTS ARE NOT EFFECTIVE UNTIL THE BOARD COMMITTEE APPROVES THEM. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES.
Form 990, Part VI, Section C, Line 19: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 XII, Line 2c:THE PROCESS ALLOWS THE AUDIT COMMITTEE OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. TO INDEPENDENTLY COMMUNICATE WITH THE EXTERNAL AUDIT FIRM THROUGHOUT THE YEAR, BUT FORMAL COMMUNICATION OCCURS BEFORE THE ENGAGEMENT AND UPON CONCLUSION. THE AUDIT COMMITTEE MEETS WITH THE AUDIT FIRM FOR PRESENTATION OF THE STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
Form 990, Part XII, Line 3a:GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. OPERATES IN CONJUNCTION WITH A GROUP OF OTHER AFFILIATED CORPORATIONS GOVERNED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. AS SUCH, ANY FEDERAL AWARDS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. UNDERGO AN AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
GUNDERSEN LUTHERAN HEALTH SYSTEM INC
1836 SOUTH AVENUELA CROSSEWI54601391866425SUPTNG. ORGWI501(C)(3)LINE 11B,IINAfalse
GUNDERSEN LUTHERAN MEDICAL CENTER INC
1910 SOUTH AVENUELA CROSSEWI54601390813416HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
GUNDERSEN CLINIC LTD
1836 SOUTH AVENUELA CROSSEWI54601391028657HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
GUNDERSEN LUTHERAN MEDICAL FNDTN INC
1836 SOUTH AVENUELA CROSSEWI54601391249705FOUNDATIONWI501(C)(3)LINE 7GLHSfalse
GUNDERSEN HEALTH PLAN INC
1836 SOUTH AVENUELA CROSSEWI54601391807071HEALTH INSWI501(C)(4)GLHSfalse
GUNDERSEN LUTHERAN CREDENTIALING SVS INC
1910 SOUTH AVENUELA CROSSEWI54601391856898CREDENTIALINGWI501(C)(3)LN 11C,IIIGLHSfalse
TRI-COUNTY MEMORIAL HOSPITAL INC
18601 LINCOLN STREETWHITEHALLWI54773390704510HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
TRI-STATE REGIONAL AMBULANCE INC
235 CAUSEWAY BLVDLA CROSSEWI54603391962965MDCL TRANSPO.WI501(C)(3)LINE 9GLHSfalse
STJOSEPH'S HEALTH SERVICES INC
400 WATER AVENUEHILLSBOROWI54634390929538HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
ST JOSEPH MEMORIAL FOUNDATION INC
400 WATER AVENUEHILLSBOROWI54634391455787FOUNDATIONWI501(C)(3)LINE 11A, IS JOSEPH HSfalse
TRI-COUNTY MEMORIAL FOUNDATION INC
18601 LINCOLN STREETWHITEHALLWI54773300093022FOUNDATIONWI501(C)(3)LINE 11A, ITRI-COUNTYfalse
GUNDERSEN LUTHERAN EXPRESS CARE INC
1836 SOUTH AVELA CROSSEWI54601900102388HEALTH CAREWI501(C)(3)LINE 11GLHSfalse
GUNDERSEN HEALTH PLAN MN INC
1900 SOUTH AVELA CROSSEWI54601452633920HEALTH INSMN501(C)(4)GHPfalse
MEMORIAL HOSPITAL OF BOSCOBEL
205 PARKER STREETBOSCOBELWI53805390845590HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
MEMORIAL HOSPITAL OF BOSCOBEL FNDT INC
205 PARKER STREETBOSCOBELWI53805391688793FUNDRAISINGWI501(C)(3)LINE 7NAfalse
BOSCOBEL AREA HEALTH CARE PARTNERS
205 PARKER STREETBOSCOBELWI53805450498844FUNDRAISINGWI501(C)(3)LINE 7NAfalse
HARMONY COMMUNITY HEALTHCARE INC
815 MAIN AVENUE SHARMONYMN55939410711606HEALTH CAREMN501(C)(3)LINE 9GLHSfalse
TWEETEN LUTHERAN HEALTHCARE CENTER INC
125 FIFTH AVENUE SESPRING GROVEMN55974411565003HEALTH CAREMN501(C)(3)LINE 9GLHSfalse
TRI-STATE AMBULANCE INC
235 CAUSEWAY BLVDLA CROSSEWI54603391965415MDCL TRANSPO.WI501(C)(3)LINE 3GLHSfalse
LUTHERAN REAL ESTATE HOLDING CORPORATION
1910 SOUTH AVENUELA CROSSEWI54601391480826HOUSINGWI501(C)(3)LN 11C, IIIGLHSfalse
LUTHERAN HOUSING OF LA CROSSE INC
1900 SOUTH AVENUELA CROSSEWI54601391751934INDP LIVINGWI501(C)(3)LINE 9LRHCfalse
COMMUNITY HOUSING OF LA CROSSE INC
1900 SOUTH AVENUELA CROSSEWI54601391586700INDP LIVINGWI501(C)(3)LINE 9LRHCfalse
PALMER LUTHERAN HEALTH CENTER INC
112 JEFFERSON STREETWEST UNIONIA52175421320763HEALTH CAREIA501(C)(3)LINE 3GLHSfalse
PALMER MEMORIAL FOUNDATION
112 JEFFERSON STREETWEST UNIONIA52175421032878FOUNDATIONIA501(c)(3)Line 7PLHCfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtControlled OrganizationControlledOrganizationInd
DEGEN BERGLUND INC
1709 LOSEY BLVD SLA CROSSEWI54601390971110RTL PHARMACYWIGLHSC Corp$0$0Yes (true)
GUNDERSEN LUTHERAN ENVISION LLC
1836 SOUTH AVENUELA CROSSEWI54601264706546RENEWABLE ENERGYWIGLHSC Corp$0$0Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Gundersen Health Plan Inc
m$82,984,096FAIR VALUE
Gundersen Health Plan Inc
q$12,280,660FAIR VALUE
Gundersen Health Plan MN Inc
q$896,565FAIR VALUE
Gundersen Lutheran Envision LLC
a(i)$137,612FAIR VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Line 1 and 2:FormAndLineReferenceDesc
ExplanationDEGEN BERGLUND, INC. AND GUNDERSEN LUTHERAN ENVISION, LLC ARE DIRECTLY OWNED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. AND INDIRECTLY OWNED BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.ExplanationTxt

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
Gundersen Lutheran Admin SEr
1910 S AVELA CROSSEWI54601391606449$0$251,770$251,770$698,086,982$698,338,752$1,000,000$250,000$0$0$0
GUNDERSEN CLINIC LTD
1836 S AVELA CROSSEWI54601391028657$0$19,985$19,985$189,312,353$189,332,338$1,000,000$250,000$0$0$0
Gundersen Lutheran Medical C
1910 S AVELA CROSSEWI54601390813416$0$0$0$858,901,665$858,901,665$1,000,000$250,000$0$0$0
Gundersen Lutheran Health Sy
1836 SOUTH AVELA CROSSEWI54601391866425$0$0$0$54,332$54,332$10,866$2,717$0$0$0