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Nonprofiteer
← ST JOSEPHS HEALTH SERVICES INC

Form 990 for tax year 2024

Filed by ST JOSEPHS HEALTH SERVICES INC.

Totals

Total revenue
$51,148,903
Total expenses
$45,069,264
Contributions and grants received
$3,969
Grants paid
$1,572,800
Program service revenue
$50,129,640
Investment income
$706,141
Other revenue
$309,153
Total assets, end of year
$86,310,920
Total liabilities, end of year
$33,194,453
Net assets or fund balances, end of year
$53,116,467
Program services expenses (Part IX)
$40,079,305
Management and general expenses
$4,989,959
Fundraising expenses
$0
Program service expenses (Part III)
$40,079,305

Program services were 88.9% 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.

  • 1f · All other contributions, gifts and grants

    $3,969

  • 2a · Program service revenue: HOSPITAL PATIENT REVENUE

    total $36,355,445 · related or exempt $36,355,445

  • 2b · Program service revenue: CLINIC REVENUE

    total $5,162,993 · related or exempt $5,162,993

  • 2c · Program service revenue: PHARMACY REVENUE

    total $8,457,833 · related or exempt $8,457,833

  • 2d · Program service revenue: OTHER PROGRAM SERVICE REVENUE

    total $153,369 · related or exempt $153,369

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $707,076 · excluded $707,076

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7b · Less cost or other basis and sales expenses

    other assets $935

  • 7c · Gain or loss

    securities $0 · other assets -$935

  • 7d · Net gain or loss

    total -$935 · excluded -$935

  • 11a · Other revenue: DIETARY/CAFETERIA

    total $181,716 · excluded $181,716

  • 11b · Other revenue: ALL OTHER REVENUE

    total $127,437 · related or exempt $127,437

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $309,153

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $1,572,800 · program services $1,572,800

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $354,557 · management and general $354,557

  • 7 · Other salaries and wages

    total $19,904,692 · program services $18,256,869 · management and general $1,647,823

  • 8 · Pension plan contributions

    total $1,684,885 · program services $1,555,553 · management and general $129,332

  • 9 · Other employee benefits

    total $2,255,532 · program services $1,957,841 · management and general $297,691

  • 10 · Payroll taxes

    total $1,020,967 · program services $905,793 · management and general $115,174

  • 11a · Fees: management

    total $1,153,476 · management and general $1,153,476

  • 11b · Fees: legal

    total $13,820 · management and general $13,820

  • 11c · Fees: accounting

    total $29,075 · management and general $29,075

  • 11d · Fees: lobbying

    total $5,790 · management and general $5,790

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

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

  • 11g · Fees: other

    total $2,695,310 · program services $2,685,603 · management and general $9,707 · fundraising $0

  • 12 · Advertising and promotion

    total $85,102 · management and general $85,102

  • 13 · Office expenses

    total $732,034 · program services $585,197 · management and general $146,837

  • 14 · Information technology

    total $42,593 · program services $42,593

  • 16 · Occupancy

    total $523,052 · program services $515,885 · management and general $7,167

  • 17 · Travel

    total $122,018 · program services $118,969 · management and general $3,049

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $39,318 · program services $30,169 · management and general $9,149

  • 20 · Interest

    total $857,732 · program services $676,298 · management and general $181,434

  • 22 · Depreciation, depletion and amortization

    total $2,749,407 · program services $2,295,071 · management and general $454,336

  • 23 · Insurance

    total $93,833 · management and general $93,833

  • 24a · Other expenses: PHARMACY EXPENSE

    total $4,842,289 · program services $4,842,289

  • 24b · Other expenses: PROVISION FOR BAD DEBTS

    total $1,853,740 · program services $1,853,740

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $1,328,984 · program services $1,328,984

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $791,067 · program services $787,950 · management and general $3,117

  • 24e · All other expenses

    total $317,191 · program services $67,701 · management and general $249,490 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,050 · end of year $1,400

  • 2 · Savings and temporary cash investments

    beginning of year $32,214,058 · end of year $41,379,408

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $6,404,711 · end of year $10,526,673

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $851,927 · end of year $883,773

  • 9 · Prepaid expenses and deferred charges

    beginning of year $91,663 · end of year $103,567

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

    $48,436,922

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

    $15,835,535

  • 10c · Land, buildings and equipment, net

    beginning of year $35,060,356 · end of year $32,601,387

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,254,627 · end of year $814,712

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,196,019 · end of year $4,264,028

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $22,522,893 · end of year $21,806,375

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,183,882 · end of year $7,124,050

  • 27 · Net assets without donor restrictions

    beginning of year $46,285,781 · end of year $52,804,577

  • 28 · Net assets with donor restrictions

    beginning of year $689,817 · end of year $311,890

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

LEADING WITH LOVE, WE COURAGEOUSLY COMMIT TO A FUTURE OF HEALTHY PEOPLE AND THRIVING COMMUNITIES.

Activities or mission (Part I)

TOGETHER, WE INSPIRE YOUR BEST LIFE BY RELENTLESSLY CARING, LEARNING, AND INNOVATING.

  • ST. JOSEPH'S HEALTH SERVICES, INC. PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY HEALTH CARE SERVICES AND OTHER FINANCIAL SUPPORT THROUGH VARIOUS PROGRAMS THAT ARE DESIGNED, AMONG OTHER MATTERS, TO ENHANCE THE HEALTH OF THE COMMUNITY INCLUDING THE HEALTH OF LOW INCOME PATIENTS. THE ORGANIZATION OPERATES A 25-BED CRITICAL ACCESS HOSPITAL PROVIDING ACUTE CARE SERVICES TO THE HILLSBORO, WISCONSIN AREA. INPATIENT SERVICES INCLUDE ACUTE CARE FOR MEDICAL, SURGICAL, SWING BED, AND HOSPICE PATIENTS. ST. JOSEPH'S HEALTH SERVICES, INC. ALSO PROVIDES DIAGNOSTIC SERVICES TO PATIENTS, SUCH AS X-RAY, LAB, AND THERAPY SERVICES. THE HOSPITAL HAD 3,042 TOTAL INPATIENT DAYS DURING THE FISCAL YEAR. OF THOSE PATIENT DAYS 624 WERE RELATED TO ACUTE INPATIENT SERVICES AND 2,418 DAYS OF CARE PROVIDED TO SWING BED PATIENTS. THE HOSPITAL'S SWING BED PROGRAM PROVIDES CARE TO PATIENTS NEEDING EITHER SKILLED NURSING OR REHABILITATIVE PROGRAMS IN THE HOSPITAL SETTING. THE SWING BED PROGRAM IS A VITAL SERVICE TO THE COMMUNITY AS THERE CURRENTLY IS NO SKILLED NURSING FACILITY IN HILLSBORO, WISCONSIN, AND THIS PROGRAM ALLOWS MANY PATIENTS THE OPPORTUNITY TO BE CARED FOR IN THEIR COMMUNITY. ST. JOSEPH'S HEALTH SERVICES ALSO PROVIDES VARIOUS OUTPATIENT SERVICES INCLUDING EMERGENCY AND URGENT CARE SERVICES; DIAGNOSTIC PROCEDURES, SUCH AS X-RAYS, CT SCANS, MRI'S, AND LABORATORY TESTING; SURGICAL PROCEDURES; AND THERAPY PROGRAMS INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH, AND RESPIRATORY THERAPY SERVICES ARE AMONG THE MANY SERVICES PROVIDED BY THE HOSPITAL. ST. JOSEPH'S HEALTH SERVICES, INC. PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS FINANCIAL ASSISTANCE POLICY WITH MINIMAL OR NO CHARGE. IN ADDITION, ST. JOSEPH'S IS A PROVIDER UNDER THE WISCONSIN MEDICAID PROGRAM. UNDER THIS PROGRAM, THE ORGANIZATION IS LEGALLY BOUND TO ACCEPT THE AMOUNT DETERMINED BY THE STATE AS PAYMENT IN FULL FOR EACH PATIENT'S CHARGES. (SEE ADDITIONAL INFORMATION ON THE COST OF PROVIDING THESE SERVICES INCLUDED IN SCHEDULE H OF THE FORM 990.) ST. JOSEPH'S PROVIDES THE MEALS FOR THE SENIOR MEAL SITE COMMUNITY MEMBERS. THESE MEALS ARE DELIVERED TO THE MEMBERS HOME. WE OFFERS ADULT FITNESS IN OUR REHABILITATION GYM. ST. JOSEPH'S IS VERY INVOLVED IN THE CARE OF THE SCHOOL AGE CHILDREN IN OUR SERVICE AREA. THROUGH CONTRACTS WITH THE AREA SCHOOLS WE PROVIDE THEM WITH NURSES, ATHLETIC TRAINERS, SOCIAL WORKER, AND BEHAVIORAL HEALTH THERAPISTS. WE PROVIDE ALL THE TRAINING, CME, AND EDUCATION TO SUPPORT THESE PROVIDERS IN THE SCHOOL SYSTEM.

    Expenses $33,933,623 · Grants $1,572,800 · Revenue $44,966,647

  • ST. JOSEPH'S HEALTH SERVICES, INC. ALSO OPERATES THREE CLINICS LOCATED IN HILLSBORO, ELROY, AND WONEWOC, WISCONSIN. DURING THE FISCAL YEAR THESE THREE CLINICS PROVIDED A TOTAL OF 21,332 VISITS TO PATIENTS. ALL THREE OF THE CLINICS ARE DESIGNATED RURAL HEALTH CLINICS BY THE MEDICARE AND MEDICAID PROGRAMS AND AS SUCH BY DEFINITION ARE LOCATED IN DESIGNATED RURAL AND UNDERSERVED AREAS OF THE COUNTRY BY HEALTH CARE PRACTITIONERS. THESE CLINICS PROVIDE CARE TO A LARGE PORTION OF MEDICARE AND MEDICAID BENEFICIARIES WHO WITHOUT ACCESS TO CARE LOCALLY WOULD BE REQUIRED TO TRAVEL FURTHER DISTANCES FOR QUALITY HEALTHCARE. PATIENTS OF THE CLINICS ARE ALSO ELIGIBLE TO QUALIFY UNDER ST. JOSEPH'S HEALTH SERVICES FINANCIAL ASSISTANCE POLICY AS IT IS THE GOAL OF THE ORGANIZATION TO PROVIDE QUALITY HEALTHCARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY.

    Expenses $6,145,682 · Revenue $5,162,993

  • ST. JOSEPH'S SPONSORS SEVERAL OPPORTUNITIES FOR THE COMMUNITY SENIOR STRENGTH TRAINING, CRP TRAINING, ADVANCED DIRECTIVES SEMINARS, CLUB SCRUB FOR MIDDLE SCHOOL STUDENTS, BLOOD DRIVES, EMPLOYEE EVENTS TO INCREASE VITALITY AT WORK, CAREER DAYS, ETC. WE ARE ADDING MORE AND MORE EVENTS IN THE COMMUNITY TO ADDRESS THE HEALTH OF OUR COMMUNITY.

    Revenue $127,437

As filed on the 2024 return.

Listed in Part VII

  • Ann Brandau Hynek

    BOARD OF DIRECTORS, CHAIRMAN (BEG 12.1.24)

    Total calculated
    $0
    Hours/week
    2

  • Jim Mlsna

    BOARD OF DIRECTORS, CHAIRMAN, (END 11.21.24)

    Total calculated
    $0
    Hours/week
    2

  • Michael McKee

    BOARD OF DIRECTORS, SECRETARY, VICE PRESIDENT

    Total calculated
    $361,652
    From this org
    $0
    From related orgs
    $290,401
    Other
    $71,251
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,289 related
    Bonus
    $0
    Other
    $0 + $1,112 related
    Deferred
    $0 + $41,410 related
    Nontaxable benefits
    $0 + $29,841 related
    Filer's total
    $0 + $361,652 related

  • Stacie Christensen

    BOD, TREASURER, HOSPITAL & CLINICAL OPERATIONS DIRECTOR, HEART INSTITUTE AND LAB

    Total calculated
    $193,881
    From this org
    $0
    From related orgs
    $147,871
    Other
    $46,010
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,338 related
    Bonus
    $0
    Other
    $0 + $533 related
    Deferred
    $0 + $21,229 related
    Nontaxable benefits
    $0 + $24,781 related
    Filer's total
    $0 + $193,881 related

  • Dana Meyers

    BOD, HOSPITAL & CLINICAL OPERATIONS DIRECTOR

    Total calculated
    $229,793
    From this org
    $0
    From related orgs
    $179,722
    Other
    $50,071
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,980 related
    Bonus
    $0 + $1,280 related
    Other
    $0 + $5,462 related
    Deferred
    $0 + $25,420 related
    Nontaxable benefits
    $0 + $24,651 related
    Filer's total
    $0 + $229,793 related

  • Holly Boisen

    BOARD OF DIRECTORS, DIRECTOR, QUALITY

    Total calculated
    $159,947
    From this org
    $0
    From related orgs
    $117,274
    Other
    $42,673
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,115 related
    Bonus
    $0
    Other
    $0 + $1,159 related
    Deferred
    $0 + $17,096 related
    Nontaxable benefits
    $0 + $25,577 related
    Filer's total
    $0 + $159,947 related

  • Jeri Weger

    BOARD OF DIRECTORS, (BEG 4.16.25)

    Total calculated
    $0
    Hours/week
    2

  • Jonathon Woolever

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Natalie Adams

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Tina Lechnir

    BOARD OF DIRECTORS, VICE PRESIDENT

    Total calculated
    $304,638
    From this org
    $0
    From related orgs
    $245,956
    Other
    $58,682
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,727 related
    Bonus
    $0
    Other
    $0 + $9,229 related
    Deferred
    $0 + $33,863 related
    Nontaxable benefits
    $0 + $24,819 related
    Filer's total
    $0 + $304,638 related

  • Jennifer Boigenzahn

    FINANCE ADMINISTRATOR

    Total calculated
    $179,126
    From this org
    $0
    From related orgs
    $157,042
    Other
    $22,084
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,482 related
    Bonus
    $0
    Other
    $0 + $1,560 related
    Deferred
    $0 + $21,767 related
    Nontaxable benefits
    $0 + $317 related
    Filer's total
    $0 + $179,126 related

  • John Ceelen

    CHIEF FINANCIAL OFFICER

    Total calculated
    $782,368
    From this org
    $0
    From related orgs
    $728,316
    Other
    $54,052
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $598,104 related
    Bonus
    $0 + $129,468 related
    Other
    $0 + $744 related
    Deferred
    $0 + $29,147 related
    Nontaxable benefits
    $0 + $24,905 related
    Filer's total
    $0 + $782,368 related

  • Kristie McCoic

    ADMINISTRATOR

    Total calculated
    $243,660
    From this org
    $0
    From related orgs
    $189,617
    Other
    $54,043
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,634 related
    Bonus
    $0
    Other
    $0 + $983 related
    Deferred
    $0 + $27,617 related
    Nontaxable benefits
    $0 + $26,426 related
    Filer's total
    $0 + $243,660 related

  • Robin Nelson

    FINANCE ADMINISTRATOR (END 4.1.25)

    Total calculated
    $217,448
    From this org
    $0
    From related orgs
    $166,619
    Other
    $50,829
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $164,294 related
    Bonus
    $0
    Other
    $0 + $2,325 related
    Deferred
    $0 + $23,896 related
    Nontaxable benefits
    $0 + $26,933 related
    Filer's total
    $0 + $217,448 related

  • Scott Rathgaber MD

    CEO

    Total calculated
    $1,397,550
    From this org
    $0
    From related orgs
    $1,324,275
    Other
    $73,275
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,278,368 related
    Bonus
    $0
    Other
    $0 + $45,907 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $24,975 related
    Filer's total
    $0 + $1,397,550 related

  • Andrea Anderson

    PHYSICIAN ASSISTANT - ST. JOSEPH - CLINIC

    Total calculated
    $181,537
    From this org
    $146,569
    From related orgs
    $0
    Other
    $34,968
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,091
    Bonus
    $0
    Other
    $478
    Deferred
    $20,559
    Nontaxable benefits
    $14,409
    Filer's total
    $181,537

  • Denise Kroes

    RN, ACUTE HOSPITAL (NIGHTS) - ST. JOSEPH

    Total calculated
    $200,644
    From this org
    $144,594
    From related orgs
    $0
    Other
    $56,050
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $138,835
    Bonus
    $4,928
    Other
    $831
    Deferred
    $21,163
    Nontaxable benefits
    $34,887
    Filer's total
    $200,644

  • Jason Eisermann

    PHARMACIST (CASUAL) - ST. JOSEPH

    Total calculated
    $163,733
    From this org
    $143,770
    From related orgs
    $0
    Other
    $19,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,678
    Bonus
    $0
    Other
    $92
    Deferred
    $19,963
    Nontaxable benefits
    $0
    Filer's total
    $163,733

  • Samantha Erie

    PHYSICIAN ASSISTANT - ST. JOSEPH - CLINIC

    Total calculated
    $183,961
    From this org
    $140,310
    From related orgs
    $0
    Other
    $43,651
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,081
    Bonus
    $0
    Other
    $1,229
    Deferred
    $20,031
    Nontaxable benefits
    $23,620
    Filer's total
    $183,961

  • Scott Larson

    MANAGER, PHARMACY - ST. JOSEPH

    Total calculated
    $250,610
    From this org
    $210,624
    From related orgs
    $0
    Other
    $39,986
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $204,744
    Bonus
    $5,000
    Other
    $880
    Deferred
    $29,527
    Nontaxable benefits
    $10,459
    Filer's total
    $250,610

  • Steve Little

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $209,856
    From this org
    $0
    From related orgs
    $209,856
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $209,856 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $209,856 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
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.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
CERTAIN INDIDVIDUALS LISTED IN SCHEDULE J, PART II, PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTUTE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN FOR CALENDAR YEAR 2024: JOHN CEELEN

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.

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.

Related corporations and trusts

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

  • BEL-REGIONAL HOME MEDICAL INC

    C CORPORATION · DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS · WI

    Directly controlled by NA

  • BG ASSURANCE COMPANY

    C CORPORATION · SELF INSURANCE · CJ

    Directly controlled by NA

  • GUNDERSEN EDGE LLC

    C CORPORATION · INNOVATION · WI

    Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC

  • GUNDERSEN LUTHERAN ENVISION LLC

    C CORPORATION · RENEWABLE ENERGY · WI

    Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.1
Source object
202612259349302956

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