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Nonprofiteer
← GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC

Form 990 for tax year 2022

Filed by GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC.

Totals

Total revenue
$32,133,183
Total expenses
$30,210,899
Contributions and grants received
$17,375,468
Grants paid
$1,929,506
Program services expenses (Part IX)
$25,729,004
Management and general expenses
$2,768,045
Fundraising expenses
$1,713,850
Program service expenses (Part III)
$25,729,004

Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LYNNETTA KOPP

    BOARD OF DIRECTORS - VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN SHAPIRO MD

    BOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER OF GP

    Total calculated
    $570,212
    From this org
    $0
    From related orgs
    $498,943
    Other
    $71,269
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,829 related
    Bonus
    $0 + $4,650 related
    Other
    $0 + $464 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $27,044 related
    Filer's total
    $0 + $570,212 related

  • CHIP SCHILLING

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER BORN MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DARLA KRZOSKA

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DUSTIN CUNNINGHAM CFP

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GERALD ARNDT

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • GREGORY MARSO CPAMBT

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATHY WIESER

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KURT OETTEL MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $551,396
    From this org
    $0
    From related orgs
    $485,677
    Other
    $65,719
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,829 related
    Bonus
    $0
    Other
    $0 + $4,848 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $21,494 related
    Filer's total
    $0 + $551,396 related

  • LEAH REIMANN MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LORI ROSENSTEIN

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $527,017
    From this org
    $0
    From related orgs
    $460,298
    Other
    $66,719
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,096 related
    Bonus
    $0 + $160 related
    Other
    $0 + $5,042 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $22,494 related
    Filer's total
    $0 + $527,017 related

  • MIKE BINSFIELD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ROSANNE SCHULZ MPH

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SISTER MARY ANN GSCHWIND FSPA

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • THOMAS KOSTER

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BENJAMIN JARMAN MD

    MED PARTNER OF MED EDUCATION

    Total calculated
    $560,090
    From this org
    $0
    From related orgs
    $501,955
    Other
    $58,135
    Hours/week
    0 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,141 related
    Bonus
    $0
    Other
    $0 + $6,814 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $13,910 related
    Filer's total
    $0 + $560,090 related

  • GREGORY THOMPSON MD

    MED PARTNER OF MED EDU UNTIL 10.22

    Total calculated
    $375,824
    From this org
    $0
    From related orgs
    $322,668
    Other
    $53,156
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,070 related
    Bonus
    $0
    Other
    $0 + $19,598 related
    Deferred
    $0 + $40,620 related
    Nontaxable benefits
    $0 + $12,536 related
    Filer's total
    $0 + $375,824 related

  • JACK SCHWARTZ

    VICE PRESIDENT FOUNDATION

    Total calculated
    $253,569
    From this org
    $0
    From related orgs
    $215,332
    Other
    $38,237
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,018 related
    Bonus
    $0
    Other
    $0 + $3,314 related
    Deferred
    $0 + $29,814 related
    Nontaxable benefits
    $0 + $8,423 related
    Filer's total
    $0 + $253,569 related

  • JENNIFER KLEVEN MD

    MED PARTNERS OF RESEARCH

    Total calculated
    $409,556
    From this org
    $0
    From related orgs
    $361,979
    Other
    $47,577
    Hours/week
    0 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,763 related
    Bonus
    $0 + $3,000 related
    Other
    $0 + $216 related
    Deferred
    $0 + $43,395 related
    Nontaxable benefits
    $0 + $4,182 related
    Filer's total
    $0 + $409,556 related

  • P MICHAEL JACOBS DPM

    EXECUTIVE COMMITTEE REPRESENTATIVE

    Total calculated
    $528,912
    From this org
    $0
    From related orgs
    $461,210
    Other
    $67,702
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,496 related
    Bonus
    $0
    Other
    $0 + $4,714 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $23,477 related
    Filer's total
    $0 + $528,912 related

  • PRAVEEN CHOPRA

    LEADERSHIP TEAM MEMBER

    Total calculated
    $582,444
    From this org
    $0
    From related orgs
    $509,283
    Other
    $73,161
    Hours/week
    0 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,246 related
    Bonus
    $0
    Other
    $0 + $47,037 related
    Deferred
    $0 + $44,225 related
    Nontaxable benefits
    $0 + $28,936 related
    Filer's total
    $0 + $582,444 related

  • TODD MAHR MD

    MED PARTNER OF PHILANTHROPY

    Total calculated
    $354,831
    From this org
    $0
    From related orgs
    $291,405
    Other
    $63,426
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,829 related
    Bonus
    $0 + $100 related
    Other
    $0 + $4,476 related
    Deferred
    $0 + $41,943 related
    Nontaxable benefits
    $0 + $21,483 related
    Filer's total
    $0 + $354,831 related

  • ANDREW BORGERT

    DATA SCIENTIST

    Total calculated
    $183,165
    From this org
    $0
    From related orgs
    $152,728
    Other
    $30,437
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,108 related
    Bonus
    $0
    Other
    $0 + $5,620 related
    Deferred
    $0 + $22,311 related
    Nontaxable benefits
    $0 + $8,126 related
    Filer's total
    $0 + $183,165 related

  • KAREN COWDEN DAHL PHD

    Medical Research

    Total calculated
    $197,847
    From this org
    $0
    From related orgs
    $157,029
    Other
    $40,818
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,519 related
    Bonus
    $0 + $160 related
    Other
    $0 + $350 related
    Deferred
    $0 + $23,092 related
    Nontaxable benefits
    $0 + $17,726 related
    Filer's total
    $0 + $197,847 related

  • PARAIC KENNY

    MEDICAL RESEARCH

    Total calculated
    $228,789
    From this org
    $0
    From related orgs
    $183,242
    Other
    $45,547
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,892 related
    Bonus
    $0
    Other
    $0 + $350 related
    Deferred
    $0 + $26,970 related
    Nontaxable benefits
    $0 + $18,577 related
    Filer's total
    $0 + $228,789 related

  • STEVEN LOVRICH PHD

    MEDICAL RESEARCH

    Total calculated
    $175,318
    From this org
    $0
    From related orgs
    $133,163
    Other
    $42,155
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,163 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,817 related
    Nontaxable benefits
    $0 + $22,338 related
    Filer's total
    $0 + $175,318 related

  • THOMAS HARTER PHD

    BIOETHICS

    Total calculated
    $186,026
    From this org
    $0
    From related orgs
    $141,559
    Other
    $44,467
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,163 related
    Bonus
    $0
    Other
    $0 + $396 related
    Deferred
    $0 + $20,977 related
    Nontaxable benefits
    $0 + $23,490 related
    Filer's total
    $0 + $186,026 related

  • JULIO BIRD

    FORMER MED PARTNER OF RESEARCH THRU 21

    Total calculated
    $114,331
    From this org
    $0
    From related orgs
    $114,331
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $114,331 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $114,331 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

None.

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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL FOUNDATION ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. COMPENSATION RECOMMENDATIONS ARE DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES.
Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION. THEREFORE, THE AMOUNTS REPORTED ON SCHEDULE J REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349305931

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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