2016-11-14T09:57:15-06:00 2015-12-31 KPMG LLP 4200 WELLS FARGO CTR 90 S 7TH ST MINNEAPOLIS MN 55402 990 2015-01-01 391606449 Gundersen Lutheran Administrative Services Inc % DARA BARTELS GUND 6087827300 1910 South Ave La Crosse WI 54601 DARA BARTELS CFO 2016-11-15 true ANN K LAMOUREUX P00691316 6123055000 2015 2017-02-10 21:41:12Z GUNDERSEN ADMIN SERVICES INC SCOTT RATHGABER MD 1910 SOUTH AVE LA CROSSE WI 54601 703901488 false X WWW.GUNDERSENHEALTH.ORG X 1987 WI TO 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. 13 5 9065 973 137612 136612 636767 585261 665994349 702009049 15600970 472972 297582 307258 682529668 703374540 2591480 34403 0 0 580560346 594527545 0 0 0 99591942 103776804 682743768 698338752 -214100 5035788 744287546 796373851 750682209 797732726 -6394663 -1358875 X See Schedule O false false 692279908 34403 702009049 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. 692279908 true true false true false false false false false false true false false false true true false true false false false false false false false false false true false true true false false false false false true false false true false false false false false false true true true true false true 548 0 true 9065 true true true false false false false false false false false false false X 13 5 true false false false true true true true true false false true true true true true true true true false WI X DARA BARTELS 6087759487 1910 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 Jeffrey Thompson MD Chief Executive Officer 42.0 6.0 X X 958485 0 62571 Scott Rathgaber MD CEO, Med VP 42.0 6.0 X X 593630 0 61571 Greg Prairie Board of Trustees - VP 2.0 4.0 X X 0 0 0 Wendy Lommen Board of Trustees - Treasurer 2.0 4.0 X X 0 0 0 Brian Rude Board of Trustees - Secretary 2.0 4.0 X X 0 0 0 Gerald Kember Board of Trustees - Member 2.0 6.0 X 0 0 0 John Lyche Board of Trustees - Member 2.0 6.0 X 0 0 0 Mark Glendenning Board of Trustees - Member 2.0 4.0 X 0 0 0 Brad Sturm Board of Trustees - Chair 2.0 4.0 X X 0 0 0 Stephen Shapiro MD Board of Trustees - Member 42.0 9.0 X 441572 0 62571 Brian Sieck MD Board of Trustees - Member 42.0 6.0 X 389942 0 60071 Kelley Bahr MD Board of Trustees - Member 42.0 6.25 X 373897 0 36538 Jonathan Zlabek MD Board of Trustees - Member 42.0 6.0 X 299117 0 62571 P Michael Jacobs DPM BOT- Member, MVP 42.0 6.0 X 325223 0 62571 Greg Thompson MD Chief Medical Officer 42.0 8.0 X 421480 0 62621 Michael Dolan MD MVP, Exec VP, Medical COO 42.0 8.0 X 582266 0 61821 Michael Allen Chief Financial Officer 42.0 8.0 X 330677 0 25347 Dara Bartels Interim CFO 42.0 9.0 X 225050 0 55319 Mary Kuffel MD Medical Vice President 40.0 1.0 X 453610 0 41039 Marilu Bintz MD MVP, Senior VP 40.0 1.0 X 535740 0 48841 Stephanie Carroll MD Medical Vice President 40.0 0.0 X 242912 0 51160 Kraig Schuster Vice President 40.0 0.0 X 186604 0 48817 Elizabeth Smith-Houskamp Vice President 40.0 1.5 X 334194 0 39750 Bryan Erdmann Vice President 40.0 2.0 X 218446 0 55615 Kelly Barton Vice President 40.0 1.5 X 218786 0 50563 Kathleen Klock Senior Vice President 40.0 1.3 X 406450 0 42300 Gerald Arndt Senior Vice President 40.0 1.0 X 393412 0 41039 Mark Platt Senior Vice President 40.0 2.5 X 358838 0 60071 Debra Rislow Senior Vice President 40.0 2.0 X 368380 0 54179 Daniel Lilly JD General Counsel 40.0 1.0 X 364816 0 62571 Daniel Ecklund MD Medical Doctor 40.0 0.0 X 285187 0 61371 Jill McMullen MD Medical Doctor 40.0 0.0 X 278068 0 55031 Jean Krause Chief Quality/Safety Officer 40.0 3.3 X 206143 0 42117 Michael Richards Executive Director 40.0 0.0 X 200516 0 52071 Mary Lu Gerke NURSE EXECUTIVE 40.0 0.0 X 198932 0 39091 10192373 0 1459198 762 true true false GUNDERSEN LUTHERAN MEDICAL CENTER 1910 SOUTH AVENUE LA CROSSE WI 54601 SERVICES/SUPPLIES 309236009 FOWLER AND HAMMER INC 313 MONITOR STREET LA CROSSE WI 54603 BUILDING CONTRACTOR 10897161 KRAUS ANDERSON CONSTRUCTION CO PO BOX 158 CIRCLE PINES MN 55014 BUILDING CONTRACTOR 9232731 SIEMENS MEDICAL SOLUTIONS PO BOX 120001 DALLAS TX 75207 HEALTHCARE CONSULT. 4338856 EPIC SYSTEM CORPORATION BOX 88314 MILWAUKEE WI 532880314 SOFTWARE CONSULTANTS 3361007 367 170162 361660 53439 585261 SERVICE PROVIDED TO GUNDERSEN 561000 702009049 702009049 702009049 472972 137612 335360 0 0 830606 523348 307258 0 307258 307258 3600 3600 0 0 0 0 0 703374540 702009049 137612 642618 34403 34403 0 0 0 5556301 1291536 4264765 0 435481987 435481987 52903115 52281257 621858 73515651 73431297 84354 27070491 26770379 300112 0 1535853 1295220 240633 471589 471589 251770 251770 0 1196992 1196992 13098132 13047949 50183 843340 843340 8126280 8123601 2679 17619767 17619767 0 7507351 7501903 5448 666389 647954 18435 0 0 17562591 17562591 0 21475878 21474539 1339 417465 417465 Bad debts/collections 3227541 3227541 Miscellaneous 3078194 2915392 162802 Dues/Memberships/License 2266147 1974017 292130 Supplies 2261603 2258410 3193 2169922 2159009 10913 698338752 692279908 6058844 0 19748377 24257146 123411408 137611438 0 0 0 0 119493 9412 0 0 15814699 17371122 5392191 5223286 10983686 13274353 193582973 116138722 85709042 77444251 466445475 508586899 0 0 0 0 0 0 16663175 12595944 744287546 796373851 127677477 128791893 0 0 0 0 393680000 398775000 0 0 0 0 0 0 0 0 229324732 270165833 750682209 797732726 X -6394663 -1358875 0 0 0 0 -6394663 -1358875 744287546 796373851 5035788 X X false true X true true true X X 17 BOSCOBEL AREA HEALTHCARE PARTNERS 450498844 7 false 0 0 COMMUNITY HOUSING OF LA CROSSE INC 391586700 7 false 0 0 GUNDERSEN CLINIC LTD 391028657 3 true 0 0 GUNDERSEN LUTHERAN HEALTH SYSTEM 391866425 7 true 0 0 GUNDERSEN LUTHERAN MEDICAL CENTER INC 390813416 3 true 0 0 GUNDERSEN LUTHERAN MEDICAL FOUNDATION 391249705 7 false 0 0 HARMONY COMMUNITY HEALTH CARE 410711606 7 false 0 0 LUTHERAN HOUSING OF LA CROSSE INC 391751934 7 false 34403 0 MEMORIAL HOSPITAL OF BOSCOBEL 390845590 3 false 0 0 MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION INC 391688793 7 false 0 0 PALMER LUTHERAN HEALTH CENTER INC 421320763 3 false 0 0 ST JOSEPH HEALTH SERVICES INC 390929538 3 false 0 0 TRI-COUNTY MEMORIAL HOSPITAL INC 390704510 3 false 0 0 TRI-STATE AMBULANCE INC 391965415 3 false 0 0 TRI-STATE REGIONAL AMBULANCE INC 391962965 3 false 0 0 TWEETEN LUTHERAN HEALTHCARE CENTER INC 411565003 7 false 0 0 Palmer Memorial Foundation 421032878 7 false 0 0 17 34403 false false false false false true false false false false false false false false false true 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 251770 271755 251770 271755 698086982 1746355332 698338752 1746627087 1000000 1000000 250000 250000 1000000 1000000 1000000 1000000 4000000 6000000 232875 243735 281562 271755 1029927 250000 250000 250000 250000 1000000 1500000 1789884 1789884 37650775 9943268 27707507 3698789 978739 2720050 150443525 105216715 45226810 77444251 0 INTERCOMPANY PAYABLE 229547667 LOSS ON SWAP CONTRACTS 33830982 DEFERRED COMPENSATION 243921 LT CIMP LIABILITY 4336161 LEASE CONTRACT PAYABLE 5842 OTHER LIABILITIES 2201260 270165833 X INCOME TAX MATTERS PART 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. true LUTHERAN HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391751934 501(C)(3) 34403 GENERAL SUPPORT 1 Part I, Line 2: THE FUNDS ARE MONITORED BY MANAGEMENT AND THE BOARD OF TRUSTEES. 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The actual amount of bond-financed property sold or disposed of was 0.000013%. 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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. GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391866425 SUPTNG. 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