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Nonprofiteer
← GUNDERSEN LUTHERAN MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by GUNDERSEN LUTHERAN MEDICAL CENTER INC.

What the amendment changed

Compared with the return it replaced , filed 15 August 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) 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
$1,114,928,410 changed to $1,610,878,848
Total expenses
$1,105,612,047 changed to $1,530,942,803
Contributions and grants received
$2,513,646 changed to $6,552,264
Grants paid
$42,402,715 changed to $45,354,040
Program service revenue
$1,111,127,288 changed to $1,603,269,061
Investment income
$339,911 changed to $128,336
Other revenue
$947,565 changed to $929,187
Total assets, end of year
$1,973,106,299 changed to $2,051,865,606
Total liabilities, end of year
$13,998,020 changed to $12,724,717
Net assets or fund balances, end of year
$1,959,108,279 changed to $2,039,140,889
Program services expenses
$1,070,891,475 changed to $1,487,126,214
Management and general expenses
$34,720,572 changed to $43,816,589
Program service expenses (Part III)
$1,070,891,475 changed to $1,487,126,214

Listed only on the later return

  • Andrea Werner
  • Ashley Tao
  • Ellen Pedretti-Fendt
  • Eric D Rauch
  • Eric Dehn
  • Janine Luz
  • John Ceelen
  • Kari Adank
  • Kimberly A Schmidt
  • Krister Mattson
  • Leanne Andersen
  • Lisa Harton
  • Michael Dolan MD
  • Michelle Micka
  • P Michael Jacobs MD
  • Pamela Maas
  • Peter Vandenhouten
  • Praveen Chopra
  • Robert Holness
  • Robyn Borge MD
  • Shannon Mulligan
  • Stephanie Carroll MD
  • Stephen Shapiro MD
  • Terry Barnes
  • Tina L Pike
  • William Farrell

Listed under a different title

  • Andrea Hauser RN: BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VICE PRESIDENT then BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP
  • Gerald Oetzel: CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23 then FORMER CHIEF FINANCIAL OFFICER
  • Jennifer Kleven MD: BOARD OF TRUSTEES - CHIEF MEDICAL OFFICER then BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF
  • Jonathan Zlabek MD: MEDICAL VP, CROSS-FUNCTIONAL CARE THRU 10/23 then MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)
  • Marilu Bintz MD: CHIEF POPULATION HEALTH OFFICER & CMO CRITICAL ACCESS HOSPITALS & ASSOCIATED CLINICS then MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)
  • Mary Kuffel MD: INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE BEGIN 9/23 then INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)
  • Stephanie Neuman MD: MEDICAL VP, AMBULATORY SERVICES then MEDICAL VICE PRESIDENT, AMBULATORY SERVICES
  • Steve Little: INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 then INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)

Totals

Total revenue
$1,610,878,848
Total expenses
$1,530,942,803
Contributions and grants received
$6,552,264
Grants paid
$45,354,040
Program service revenue
$1,603,269,061
Investment income
$128,336
Other revenue
$929,187
Total assets, end of year
$2,051,865,606
Total liabilities, end of year
$12,724,717
Net assets or fund balances, end of year
$2,039,140,889
Program services expenses (Part IX)
$1,487,126,214
Management and general expenses
$43,816,589
Fundraising expenses
$0
Program service expenses (Part III)
$1,487,126,214

Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,172,814

  • 1e · Government grants (contributions)

    $5,368,503

  • 1f · All other contributions, gifts and grants

    $10,947

  • 2a · Program service revenue: MEDICAL SERVICES PROVIDED

    total $1,603,269,061 · related or exempt $1,603,269,061

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $128,336 · excluded $128,336

  • 6a · Gross rents

    real property $25,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,000 · personal property $0

  • 6d · Net rental income or loss

    total $25,000 · excluded $25,000

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: LABORATORY SERVICES

    total $739,022 · unrelated business $739,022

  • 11b · Other revenue: HELICOPTER DISPATCH SERVICES

    total $165,165 · unrelated business $165,165

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $904,187

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,507,287 · program services $9,507,287

  • 2 · Grants to domestic individuals

    total $35,846,753 · program services $35,846,753

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11a · Fees: management

    total $264,651,665 · program services $229,456,845 · management and general $35,194,820

  • 11g · Fees: other

    total $213,514,529 · program services $213,514,529 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $38,796 · program services $38,437 · management and general $359

  • 13 · Office expenses

    total $12,410,674 · program services $12,410,448 · management and general $226

  • 14 · Information technology

    total $1,263,675 · program services $1,233,937 · management and general $29,738

  • 15 · Royalties

    total $0 · program services $0 · management and general $0

  • 16 · Occupancy

    total $4,136,529 · program services $3,867,886 · management and general $268,643

  • 17 · Travel

    total $498,308 · program services $492,514 · management and general $5,794

  • 19 · Conferences, conventions and meetings

    total $126,976 · program services $126,976

  • 20 · Interest

    total $53,777 · program services $53,777

  • 22 · Depreciation, depletion and amortization

    total $27,106,188 · program services $24,548,127 · management and general $2,558,061

  • 23 · Insurance

    total $4,371,554 · program services $2,389,468 · management and general $1,982,086

  • 24a · Other expenses: LEASED EMPLOYEES

    total $625,134,258 · program services $621,357,396 · management and general $3,776,862

  • 24b · Other expenses: SUPPLIES

    total $282,049,719 · program services $282,049,719

  • 24c · Other expenses: BAD DEBTS

    total $31,902,788 · program services $31,902,788

  • 24d · Other expenses: RECRUITING/EMPLOY. DEVEL/TAX

    total $16,649,624 · program services $16,649,624

  • 24e · All other expenses

    total $1,679,703 · program services $1,679,703 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,448,902 · end of year $1,946,616

  • 4 · Accounts receivable

    beginning of year $178,727,997 · end of year $174,203,921

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $7,349,412 · end of year $8,298,262

  • 10a · Land, buildings and equipment: cost or other basis

    $605,405,470

  • 10b · Land, buildings and equipment: accumulated depreciation

    $330,160,112

  • 10c · Land, buildings and equipment, net

    beginning of year $283,718,113 · end of year $275,245,358

  • 11 · Investments: publicly traded securities

    beginning of year $2,000,000 · end of year $2,000,000

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,499,861,875 · end of year $1,590,171,449

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,220,240 · end of year $3,036,767

  • 19 · Deferred revenue

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,777,780 · end of year $9,687,950

  • 27 · Net assets without donor restrictions

    beginning of year $1,959,108,279 · end of year $2,039,140,889

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $1,487,126,214 · Grants $45,354,040 · Revenue $1,603,269,061

As filed on the 2023 return.

Listed in Part VII

  • Andrea Hauser RN

    BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP

    Total calculated
    $338,406
    From this org
    $0
    From related orgs
    $281,106
    Other
    $57,300
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,740 related
    Bonus
    $0
    Other
    $0 + $4,366 related
    Deferred
    $0 + $39,569 related
    Nontaxable benefits
    $0 + $17,731 related
    Filer's total
    $0 + $338,406 related

  • Bryan Erdmann

    BOARD OF TRUSTEES - CHIEF OPERATING OFFICER

    Total calculated
    $484,221
    From this org
    $0
    From related orgs
    $409,876
    Other
    $74,345
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,646 related
    Bonus
    $0
    Other
    $0 + $1,230 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $29,120 related
    Filer's total
    $0 + $484,221 related

  • Heather Schimmers RN

    BOARD OF TRUSTEES - PRESIDENT

    Total calculated
    $814,550
    From this org
    $0
    From related orgs
    $746,172
    Other
    $68,378
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,789 related
    Bonus
    $0 + $160,770 related
    Other
    $0 + $5,613 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $23,153 related
    Filer's total
    $0 + $814,550 related

  • Scott Rathgaber MD

    BOARD OF TRUSTEES, CEO, CHAIRMAN

    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

  • Todd Kowalski MD

    BOARD OF TRUSTEES -MEDICAL CHIEF OPERATING OFFICER

    Total calculated
    $613,182
    From this org
    $0
    From related orgs
    $538,862
    Other
    $74,320
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,271 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $591 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $29,095 related
    Filer's total
    $0 + $613,182 related

  • Jennifer Kleven MD

    BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF

    Total calculated
    $430,346
    From this org
    $0
    From related orgs
    $380,649
    Other
    $49,697
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,467 related
    Bonus
    $0
    Other
    $0 + $1,182 related
    Deferred
    $0 + $44,720 related
    Nontaxable benefits
    $0 + $4,977 related
    Filer's total
    $0 + $430,346 related

  • Christine Waller MD

    MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE

    Total calculated
    $621,501
    From this org
    $0
    From related orgs
    $542,453
    Other
    $79,048
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,003 related
    Bonus
    $0
    Other
    $0 + $5,450 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $33,823 related
    Filer's total
    $0 + $621,501 related

  • Daniel Lilly

    SECRETARY

    Total calculated
    $637,294
    From this org
    $0
    From related orgs
    $567,316
    Other
    $69,978
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,033 related
    Bonus
    $0 + $60,000 related
    Other
    $0 + $6,283 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $24,753 related
    Filer's total
    $0 + $637,294 related

  • John Ceelen

    CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • Jonathan Zlabek MD

    MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)

    Total calculated
    $471,782
    From this org
    $0
    From related orgs
    $408,248
    Other
    $63,534
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,611 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $15,637 related
    Deferred
    $0 + $45,201 related
    Nontaxable benefits
    $0 + $18,333 related
    Filer's total
    $0 + $471,782 related

  • Kelley Bahr MD

    MEDICAL VP, AMBULATORY SERVICES

    Total calculated
    $473,538
    From this org
    $0
    From related orgs
    $427,994
    Other
    $45,544
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,667 related
    Bonus
    $0
    Other
    $0 + $5,327 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $319 related
    Filer's total
    $0 + $473,538 related

  • Kraig Schuster

    ADMIN VICE PRESIDENT, COMMUNITY

    Total calculated
    $364,011
    From this org
    $0
    From related orgs
    $306,457
    Other
    $57,554
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,204 related
    Bonus
    $0
    Other
    $0 + $4,253 related
    Deferred
    $0 + $44,080 related
    Nontaxable benefits
    $0 + $13,474 related
    Filer's total
    $0 + $364,011 related

  • Marilu Bintz MD

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)

    Total calculated
    $593,038
    From this org
    $0
    From related orgs
    $539,145
    Other
    $53,893
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,038 related
    Bonus
    $0
    Other
    $0 + $38,107 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $8,668 related
    Filer's total
    $0 + $593,038 related

  • Mary Kuffel MD

    INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)

    Total calculated
    $293,779
    From this org
    $0
    From related orgs
    $281,919
    Other
    $11,860
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,971 related
    Bonus
    $0
    Other
    $0 + $36,948 related
    Deferred
    $0 + $10,186 related
    Nontaxable benefits
    $0 + $1,674 related
    Filer's total
    $0 + $293,779 related

  • Michael McKee

    ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE

    Total calculated
    $351,145
    From this org
    $0
    From related orgs
    $281,060
    Other
    $70,085
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,802 related
    Bonus
    $0
    Other
    $0 + $1,258 related
    Deferred
    $0 + $41,528 related
    Nontaxable benefits
    $0 + $28,557 related
    Filer's total
    $0 + $351,145 related

  • Michelle Micka

    ASSISTANT TREASURER (BEGIN 3/24)

    Total calculated
    $236,774
    From this org
    $0
    From related orgs
    $198,978
    Other
    $37,796
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,454 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $2,524 related
    Deferred
    $0 + $24,369 related
    Nontaxable benefits
    $0 + $13,427 related
    Filer's total
    $0 + $236,774 related

  • Peter Vandenhouten

    ASSISTANT SECRETARY (BEGIN 3/24)

    Total calculated
    $687,553
    From this org
    $0
    From related orgs
    $612,071
    Other
    $75,482
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,456 related
    Bonus
    $0 + $189,505 related
    Other
    $0 + $38,110 related
    Deferred
    $0 + $63,919 related
    Nontaxable benefits
    $0 + $11,563 related
    Filer's total
    $0 + $687,553 related

  • Rachel Albrecht

    ADMIN VP, AMBULATORY SERVICES

    Total calculated
    $291,476
    From this org
    $0
    From related orgs
    $235,056
    Other
    $56,420
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,280 related
    Bonus
    $0
    Other
    $0 + $7,776 related
    Deferred
    $0 + $34,017 related
    Nontaxable benefits
    $0 + $22,403 related
    Filer's total
    $0 + $291,476 related

  • Robert Holness

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24)

    Total calculated
    $597,483
    From this org
    $0
    From related orgs
    $530,255
    Other
    $67,228
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,004 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $5,251 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $22,003 related
    Filer's total
    $0 + $597,483 related

  • Robyn Borge MD

    MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24)

    Total calculated
    $367,783
    From this org
    $0
    From related orgs
    $320,728
    Other
    $47,055
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,833 related
    Bonus
    $0
    Other
    $0 + $5,895 related
    Deferred
    $0 + $44,736 related
    Nontaxable benefits
    $0 + $2,319 related
    Filer's total
    $0 + $367,783 related

  • Stephanie Neuman MD

    MEDICAL VICE PRESIDENT, AMBULATORY SERVICES

    Total calculated
    $626,088
    From this org
    $0
    From related orgs
    $553,168
    Other
    $72,920
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,920 related
    Bonus
    $0
    Other
    $0 + $248 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $27,695 related
    Filer's total
    $0 + $626,088 related

  • Steve Little

    INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)

    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

  • Tina Lechnir

    ADMIN VP, CROSS-FUNCTIONAL CARE

    Total calculated
    $292,336
    From this org
    $0
    From related orgs
    $235,892
    Other
    $56,444
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,630 related
    Bonus
    $0
    Other
    $0 + $10,262 related
    Deferred
    $0 + $33,441 related
    Nontaxable benefits
    $0 + $23,003 related
    Filer's total
    $0 + $292,336 related

  • Andrea Werner

    CHIEF POPULATION OFFICER

    Total calculated
    $392,292
    From this org
    $0
    From related orgs
    $365,199
    Other
    $27,093
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,068 related
    Bonus
    $0 + $58,357 related
    Other
    $0 + $774 related
    Deferred
    $0 + $16,382 related
    Nontaxable benefits
    $0 + $10,711 related
    Filer's total
    $0 + $392,292 related

  • Leanne Andersen

    CHIEF PEOPLE OFFICER

    Total calculated
    $627,900
    From this org
    $0
    From related orgs
    $564,301
    Other
    $63,599
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,498 related
    Bonus
    $0 + $99,114 related
    Other
    $0 + $4,689 related
    Deferred
    $0 + $41,063 related
    Nontaxable benefits
    $0 + $22,536 related
    Filer's total
    $0 + $627,900 related

  • Lisa Harton

    CHIEF QUALITY OFFICER

    Total calculated
    $427,108
    From this org
    $0
    From related orgs
    $397,926
    Other
    $29,182
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,861 related
    Bonus
    $0 + $63,651 related
    Other
    $0 + $414 related
    Deferred
    $0 + $18,933 related
    Nontaxable benefits
    $0 + $10,249 related
    Filer's total
    $0 + $427,108 related

  • Michael Dolan MD

    SOUTHERN CHIEF CLINICAL OFFICER

    Total calculated
    $714,789
    From this org
    $0
    From related orgs
    $641,369
    Other
    $73,420
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $635,594 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $1,775 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $28,195 related
    Filer's total
    $0 + $714,789 related

  • Praveen Chopra

    CHIEF DIGITAL AND INFORMATION OFFICER

    Total calculated
    $725,955
    From this org
    $0
    From related orgs
    $654,982
    Other
    $70,973
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,970 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $45,012 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $25,748 related
    Filer's total
    $0 + $725,955 related

  • William Farrell

    CHIEF INNOVATION & STRATEGY OFFICER

    Total calculated
    $673,894
    From this org
    $0
    From related orgs
    $628,350
    Other
    $45,544
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,600 related
    Bonus
    $0 + $141,200 related
    Other
    $0 + $5,550 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $319 related
    Filer's total
    $0 + $673,894 related

  • Ashley Tao

    LEAD PHYSICIST

    Total calculated
    $250,320
    From this org
    $0
    From related orgs
    $210,259
    Other
    $40,061
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,931 related
    Bonus
    $0
    Other
    $0 + $328 related
    Deferred
    $0 + $30,682 related
    Nontaxable benefits
    $0 + $9,379 related
    Filer's total
    $0 + $250,320 related

  • Eric D Rauch

    PERFUSIONIST

    Total calculated
    $248,128
    From this org
    $0
    From related orgs
    $197,072
    Other
    $51,056
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,463 related
    Bonus
    $0 + $5,550 related
    Other
    $0 + $7,059 related
    Deferred
    $0 + $29,053 related
    Nontaxable benefits
    $0 + $22,003 related
    Filer's total
    $0 + $248,128 related

  • Kimberly A Schmidt

    SENIOR PHYSICIST

    Total calculated
    $343,471
    From this org
    $0
    From related orgs
    $284,937
    Other
    $58,534
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,475 related
    Bonus
    $0 + $8,450 related
    Other
    $0 + $1,012 related
    Deferred
    $0 + $40,803 related
    Nontaxable benefits
    $0 + $17,731 related
    Filer's total
    $0 + $343,471 related

  • Terry Barnes

    CHARGE PERFUSIONIST

    Total calculated
    $247,257
    From this org
    $0
    From related orgs
    $196,432
    Other
    $50,825

    Schedule J breakdown matched by us

    Base
    $0 + $194,779 related
    Bonus
    $0
    Other
    $0 + $1,653 related
    Deferred
    $0 + $28,822 related
    Nontaxable benefits
    $0 + $22,003 related
    Filer's total
    $0 + $247,257 related

  • Tina L Pike

    LEAD PHYSICIST

    Total calculated
    $322,079
    From this org
    $0
    From related orgs
    $258,519
    Other
    $63,560
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,655 related
    Bonus
    $0
    Other
    $0 + $9,864 related
    Deferred
    $0 + $35,407 related
    Nontaxable benefits
    $0 + $28,153 related
    Filer's total
    $0 + $322,079 related

  • Ellen Pedretti-Fendt

    VP APPLICATION SERVICES

    Total calculated
    $278,530
    From this org
    $0
    From related orgs
    $220,508
    Other
    $58,022
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,171 related
    Bonus
    $0
    Other
    $0 + $1,337 related
    Deferred
    $0 + $32,432 related
    Nontaxable benefits
    $0 + $25,590 related
    Filer's total
    $0 + $278,530 related

  • Eric Dehn

    VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN

    Total calculated
    $448,672
    From this org
    $0
    From related orgs
    $381,846
    Other
    $66,826
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,856 related
    Bonus
    $0 + $79,250 related
    Other
    $0 + $740 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $21,601 related
    Filer's total
    $0 + $448,672 related

  • Gerald Oetzel

    FORMER CHIEF FINANCIAL OFFICER

    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

  • Janine Luz

    VICE PRESIDENT LEARNING

    Total calculated
    $344,198
    From this org
    $0
    From related orgs
    $285,213
    Other
    $58,985
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,089 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $5,124 related
    Deferred
    $0 + $41,054 related
    Nontaxable benefits
    $0 + $17,931 related
    Filer's total
    $0 + $344,198 related

  • Kari Adank

    VICE PRESIDENT COMPLIANCE

    Total calculated
    $376,025
    From this org
    $0
    From related orgs
    $306,012
    Other
    $70,013
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,914 related
    Bonus
    $0 + $46,000 related
    Other
    $0 + $1,098 related
    Deferred
    $0 + $44,381 related
    Nontaxable benefits
    $0 + $25,632 related
    Filer's total
    $0 + $376,025 related

  • Krister Mattson

    VP ENTERPRISE ANALYTICS

    Total calculated
    $414,929
    From this org
    $0
    From related orgs
    $357,728
    Other
    $57,201
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,275 related
    Bonus
    $0 + $58,000 related
    Other
    $0 + $453 related
    Deferred
    $0 + $39,590 related
    Nontaxable benefits
    $0 + $17,611 related
    Filer's total
    $0 + $414,929 related

  • P Michael Jacobs MD

    MEDICAL VICE PRESIDENT

    Total calculated
    $247,883
    From this org
    $0
    From related orgs
    $209,528
    Other
    $38,355
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,868 related
    Bonus
    $0
    Other
    $0 + $49,660 related
    Deferred
    $0 + $30,266 related
    Nontaxable benefits
    $0 + $8,089 related
    Filer's total
    $0 + $247,883 related

  • Pamela Maas

    FORMER VICE PRESIDENT BUSINESS SERVICES

    Total calculated
    $119,446
    From this org
    $0
    From related orgs
    $119,446
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $119,446 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $119,446 related

  • Shannon Mulligan

    VP HR & TOTAL REWARDS

    Total calculated
    $381,999
    From this org
    $0
    From related orgs
    $330,284
    Other
    $51,715
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,825 related
    Bonus
    $0 + $53,000 related
    Other
    $0 + $4,459 related
    Deferred
    $0 + $41,582 related
    Nontaxable benefits
    $0 + $10,133 related
    Filer's total
    $0 + $381,999 related

  • Stephanie Carroll MD

    MEDICAL VICE PRESIDENT

    Total calculated
    $377,749
    From this org
    $0
    From related orgs
    $312,603
    Other
    $65,146
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,018 related
    Bonus
    $0
    Other
    $0 + $585 related
    Deferred
    $0 + $38,790 related
    Nontaxable benefits
    $0 + $26,356 related
    Filer's total
    $0 + $377,749 related

  • Stephen Shapiro MD

    CHIEF MEDICAL FOUNDATION OFFICER

    Total calculated
    $589,136
    From this org
    $0
    From related orgs
    $519,488
    Other
    $69,648
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,186 related
    Bonus
    $0
    Other
    $0 + $1,302 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $24,423 related
    Filer's total
    $0 + $589,136 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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL CENTER, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICE, INC. AND ALL PAYMENTS TO VENDORS ARE MADE BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
Schedule J, Part I, Line 4a Severance or change-of-control payment
PAMELA MAAS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR PURSUANT TO A CONFIDENTIAL SEVERANCE AGREEMENT. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B(III).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
BELLIN MEMORIAL HOSPITAL, A RELATED PARTY, HAS A DEFERRED COMPENSATION PLAN FOR SELECTED EXECUTIVES. PETER VANDENHOUTEN PARTICIPATED IN THE 457(F) PLAN. THE FOLLOWING INDIVIDUAL, LISTED ON PART VII OF FORM 990, HAD THE FOLLOWING AMOUNTS DISTRIBUTED DURING CALENDAR YEAR 2023: PETER VANDENHOUTEN $37,336
Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN MEDICAL CENTER, INC. 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • GUNDERSEN HEALTH ACCOUNTABLE CARE ORGANIZATION LLC

    HEALTHCARE · WI · income $2,903 · assets $1,177,908

    Directly controlled by GLMC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GUNDERSEN LUTHERAN ENVISION LLC

    C Corporation · RENEWABLE ENERGY · WI

    Directly controlled by NA

  • BEL-REGIONAL HOME MEDICAL INC

    C Corporation · DURABLE MEDICAL EQUIPMENT, RETAIL · WI

    Directly controlled by NA

  • GUNDERSEN EDGE LLC

    C Corporation · INNOVATION · WI

    Directly controlled by NA

  • BG ASSURANCE COMPANY

    C Corporation · SELF INSURANCE · CJ

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202502269349303160

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