Form 990 for tax year 2023
Filed by PALMER LUTHERAN HEALTH CENTER INC.
What the amendment changed
Compared with the return it replaced , filed 14 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $30,624,838 changed to $50,309,243
- Total expenses
- $30,302,502 changed to $43,670,341
- Contributions and grants received
- $164,072 changed to $46,523
- Program services expenses
- $26,142,330 changed to $35,748,753
- Management and general expenses
- $4,160,172 changed to $7,921,588
- Program service expenses (Part III)
- $26,142,330 changed to $35,748,753
Listed only on the later return
- CHERYL MITTELSTED
- DEB KELLY
- DEBBIE BRINK
- EMILY MORK
- JOHN CEELEN
- KEN BEACH
- NICOLE HAVENSTRITE
Listed under a different title
- ANDREW WENTHE: DIRECTOR then VICE CHAIR (THRU 05/2024)
- CHUCK JOHNSON: DIRECTOR then DIRECTOR/ENTERPRISE DIRECTOR
- DR MORDECHAI LEDERMAN: SECRETARY / TREASURER then SECRETARY/TREASURER (THRU 01/2024)
- GERALD OETZEL: CFO-GHS (THRU 08/23) then FORMER CFO-BGHS
- KRISTI FLACK: VICE CHAIR then CHAIR
- LYNN LAUER: CHAIR then CHAIR (THRU 01/2024)
- RACHEL ALBRECHT: DIRECTOR then DIRECTOR/VP AMBULATORY SERVICES
- SCOTT RATHGABER: CEO-GHS then CEO-BGHS
- STEVE LITTLE: CFO-GHS (BEG 08/23) then INTERIM CFO-BGHS (THRU 02/2024)
- TOM TORNSTROM: DIRECTOR then SECRETARY/TREASURER
Totals
- Total revenue
- $50,309,243
- Total expenses
- $43,670,341
- Contributions and grants received
- $46,523
- Grants paid
- $0
- Program services expenses (Part IX)
- $35,748,753
- Management and general expenses
- $7,921,588
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $35,748,753
Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DR MORDECHAI LEDERMAN
SECRETARY/TREASURER (THRU 01/2024)
- Total calculated
- $359,534
- From this org
- $0
- From related orgs
- $292,267
- Other
- $67,267
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $284,893 related
- Bonus
- $0 + $77 related
- Other
- $0 + $7,297 related
- Deferred
- $0 + $42,533 related
- Nontaxable benefits
- $0 + $24,734 related
- Filer's total
- $0 + $359,534 related
-
RACHEL ALBRECHT
DIRECTOR/VP AMBULATORY SERVICES
- Total calculated
- $290,157
- From this org
- $0
- From related orgs
- $235,056
- Other
- $55,101
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $227,280 related
- Bonus
- $0 + $25 related
- Other
- $0 + $7,751 related
- Deferred
- $0 + $34,017 related
- Nontaxable benefits
- $0 + $21,084 related
- Filer's total
- $0 + $290,157 related
-
TOM TORNSTROM
SECRETARY/TREASURER
- Total calculated
- $206,255
- From this org
- $0
- From related orgs
- $163,870
- Other
- $42,385
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $160,902 related
- Bonus
- $0 + $954 related
- Other
- $0 + $2,014 related
- Deferred
- $0 + $24,013 related
- Nontaxable benefits
- $0 + $18,372 related
- Filer's total
- $0 + $206,255 related
-
CHUCK JOHNSON
DIRECTOR/ENTERPRISE DIRECTOR
- Total calculated
- $200,528
- From this org
- $0
- From related orgs
- $150,958
- Other
- $49,570
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $142,701 related
- Bonus
- $0 + $533 related
- Other
- $0 + $7,724 related
- Deferred
- $0 + $22,566 related
- Nontaxable benefits
- $0 + $27,004 related
- Filer's total
- $0 + $200,528 related
-
KRISTI FLACK
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
LYNN LAUER
CHAIR (THRU 01/2024)
- Total calculated
- $0
- Hours/week
- 2
-
ANDREW WENTHE
VICE CHAIR (THRU 05/2024)
- Total calculated
- $0
- Hours/week
- 2
-
NICOLE HAVENSTRITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT RATHGABER
CEO-BGHS
- Total calculated
- $1,712,949
- From this org
- $0
- From related orgs
- $1,644,221
- Other
- $68,728
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $1,274,504 related
- Bonus
- $0 + $200,000 related
- Other
- $0 + $169,717 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $23,503 related
- Filer's total
- $0 + $1,712,949 related
-
STEVE LITTLE
INTERIM CFO-BGHS (THRU 02/2024)
- Total calculated
- $333,317
- From this org
- $0
- From related orgs
- $333,317
- Other
- $0
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $258,317 related
- Bonus
- $0 + $75,000 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $333,317 related
-
PATRICE KUENNEN
CEO
- Total calculated
- $240,244
- From this org
- $0
- From related orgs
- $190,270
- Other
- $49,974
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $186,366 related
- Bonus
- $0 + $237 related
- Other
- $0 + $3,667 related
- Deferred
- $0 + $27,690 related
- Nontaxable benefits
- $0 + $22,284 related
- Filer's total
- $0 + $240,244 related
-
BRENDA MOSER
FINANCE ADMINISTRATOR
- Total calculated
- $228,179
- From this org
- $0
- From related orgs
- $177,022
- Other
- $51,157
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $169,831 related
- Bonus
- $0 + $5,736 related
- Other
- $0 + $1,455 related
- Deferred
- $0 + $26,423 related
- Nontaxable benefits
- $0 + $24,734 related
- Filer's total
- $0 + $228,179 related
-
JOHN CEELEN
CFO-BGHS (BEG. 02/2024)
- Total calculated
- $0
- Hours/week
- 2 + 48 related
-
KEN BEACH
CRNA
- Total calculated
- $256,218
- From this org
- $216,238
- From related orgs
- $0
- Other
- $39,980
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $213,100
- Bonus
- $54
- Other
- $3,084
- Deferred
- $10,524
- Nontaxable benefits
- $29,456
- Filer's total
- $256,218
-
DEBBIE BRINK
RN
- Total calculated
- $185,159
- From this org
- $163,765
- From related orgs
- $0
- Other
- $21,394
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,348
- Bonus
- $3,697
- Other
- $8,720
- Deferred
- $8,253
- Nontaxable benefits
- $13,141
- Filer's total
- $185,159
-
EMILY MORK
PHARMACY DIRECTOR
- Total calculated
- $170,087
- From this org
- $137,235
- From related orgs
- $0
- Other
- $32,852
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $135,607
- Bonus
- $437
- Other
- $1,191
- Deferred
- $6,408
- Nontaxable benefits
- $26,444
- Filer's total
- $170,087
-
DEB KELLY
DIRECTOR OF NURSING
- Total calculated
- $152,279
- From this org
- $143,337
- From related orgs
- $0
- Other
- $8,942
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,830
- Bonus
- $4,379
- Other
- $2,128
- Deferred
- $8,459
- Nontaxable benefits
- $483
- Filer's total
- $152,279
-
CHERYL MITTELSTED
RN
- Total calculated
- $130,877
- From this org
- $128,345
- From related orgs
- $0
- Other
- $2,532
- Hours/week
- 40
-
GERALD OETZEL
FORMER CFO-BGHS
- Total calculated
- $573,176
- From this org
- $0
- From related orgs
- $555,068
- Other
- $18,108
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $480,094 related
- Bonus
- $0 + $70,000 related
- Other
- $0 + $4,974 related
- Deferred
- $0 + $12,220 related
- Nontaxable benefits
- $0 + $5,888 related
- Filer's total
- $0 + $573,176 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BELLIN GUNDERSEN HEALTH SYSTEM INC
501(C)(3) · PARENT · WI
-
501(C)(3) · SUPPORT OF HEALTHCARE ORGANIZATIONS · WI · controlled entity
Directly controlled by BELLIN GUNDERSEN HEALTH SYSTEMS INC
-
501(C)(3) · NURSING AND RADIOLOGIC SCIENCE COLLEGE · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
LAKE MICHIGAN HEALTH SERVICES INC
501(C)(3) · SUPPORT PURPOSES OF BELLIN MEMORIAL HOSPITAL · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
THE BELLIN HEALTH FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
501(C)(3) · PSYCHIATRIC HOSPITAL · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
OCONTO HOSPITAL & MEDICAL CENTER INC
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by BELLIN MEMORIAL HOSPITAL INC
-
GUNDERSEN LUTHERAN HEALTH SYSTEM INC
501(C)(3) · SUPPORTING ORGANIZATION · WI · controlled entity
Directly controlled by BELLIN GUNDERSEN HEALTH SYSTEMS INC
-
GUNDERSEN LUTHERAN MEDICAL CENTER INC
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC
501(C)(3) · SUPPORTING ORGANIZATION · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
HARMONY COMMUNITY HEALTHCARE INC
501(C)(3) · HEALTH CARE · MN · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
TWEETEN LUTHERAN HEALTHCARE CENTER INC
501(C)(3) · HEALTH CARE · MN · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
501(C)(3) · MEDICAL TRANSPORTATION · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
TRI-STATE REGIONAL AMBULANCE INC
501(C)(3) · MEDICAL TRANSPORTATION · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
LUTHERAN REAL ESTATE HOLDING CORP
501(C)(3) · HOUSING · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
COMMUNITY HOUSING OF LA CROSSE INC
501(C)(3) · INDEPENDENT LIVING · WI · controlled entity
Directly controlled by LUTHERAN REAL ESTATE HOLDING CORP
-
LUTHERAN HOUSING OF LA CROSSE INC
501(C)(3) · INDEPENDENT LIVING · WI · controlled entity
Directly controlled by LUTHERAN REAL ESTATE HOLDING CORP
-
ST JOSEPH'S MEMORIAL FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by ST JOSEPH'S HEALTH SERVICES INC
-
TRI-COUNTY MEMORIAL HOSPITAL INC
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
TRI-COUNTY MEMORIAL FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by TRI-COUNTY MEMORIAL HOSPITAL INC
-
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
MEMORIAL HEALTHCARE FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC
-
MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
SAINT ELIZABETH'S HOSPITAL OF WABASHA
501(C)(3) · HEALTH CARE · MN · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522259349300732
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