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Nonprofiteer
← ST JOSEPHS HEALTH SERVICES INC

Form 990 for tax year 2023

Filed by ST JOSEPHS HEALTH SERVICES INC.

What the amendment changed

Compared with the return it replaced , filed 14 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
$32,953,831 changed to $44,605,433
Total expenses
$26,919,971 changed to $38,243,830
Contributions and grants received
$2,755,529 changed to $1,637,858
Program service revenue
$29,972,427 changed to $42,206,201
Investment income
$117,920 changed to $583,934
Other revenue
$107,955 changed to $177,440
Total assets, end of year
$66,965,460 changed to $75,878,392
Total liabilities, end of year
$26,473,457 changed to $28,902,794
Net assets or fund balances, end of year
$40,492,003 changed to $46,975,598
Program services expenses
$22,735,658 changed to $32,778,124
Management and general expenses
$4,184,313 changed to $5,465,706
Program service expenses (Part III)
$22,735,658 changed to $32,778,124

Listed only on the later return

  • Andrea Anderson
  • Jodi Sunday
  • John Ceelen
  • Jonathan Woolever
  • Michelle Gardner
  • Samantha Erid
  • Scott Larson

Listed under a different title

  • Gerald Oetzel: CFO-GHS (THRU 08/23) then FORMER CHIEF FINANCIAL OFFICER
  • Mike Roraff: BOARD DIRECTOR then BOARD DIRECTOR (THRU 12/2023)
  • Scott Rathgaber: CEO-GHS then CEO-BGHS
  • Stacie Christensen: BOARD DIRECTOR then TREASURER
  • Steve Little: CFO-GHS (BEG 08/23) then CFO-BGHS (THRU 02/2024)

Totals

Total revenue
$44,605,433
Total expenses
$38,243,830
Contributions and grants received
$1,637,858
Grants paid
$0
Program service revenue
$42,206,201
Investment income
$583,934
Other revenue
$177,440
Total assets, end of year
$75,878,392
Total liabilities, end of year
$28,902,794
Net assets or fund balances, end of year
$46,975,598
Program services expenses (Part IX)
$32,778,124
Management and general expenses
$5,465,706
Fundraising expenses
$0
Program service expenses (Part III)
$32,778,124

Program services were 85.7% 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

    $96,450

  • 1e · Government grants (contributions)

    $1,521,408

  • 1f · All other contributions, gifts and grants

    $20,000

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $30,562,469 · related or exempt $30,562,469

  • 2b · Program service revenue: PHARMACY REVENUE

    total $11,580,080 · related or exempt $11,580,080

  • 2f · All other program service revenue

    total $63,652 · excluded $63,652

  • 3 · Investment income

    total $593,945 · excluded $593,945

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

    other assets $10,011

  • 7c · Gain or loss

    other assets -$10,011

  • 7d · Net gain or loss

    total -$10,011 · excluded -$10,011

  • 11a · Other revenue: DIETARY/CAFETERIA

    total $162,607 · excluded $162,607

  • 11d · All other revenue

    total $14,833 · related or exempt $14,833

  • 11e · Other revenue, total

    $177,440

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $298,034 · management and general $298,034

  • 7 · Other salaries and wages

    total $17,625,811 · program services $15,535,015 · management and general $2,090,796

  • 8 · Pension plan contributions

    total $1,331,408 · program services $1,166,036 · management and general $165,372

  • 9 · Other employee benefits

    total $2,155,606 · program services $1,903,552 · management and general $252,054

  • 10 · Payroll taxes

    total $929,172 · program services $757,592 · management and general $171,580

  • 11a · Fees: management

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

  • 11c · Fees: accounting

    total $40,650 · management and general $40,650

  • 11d · Fees: lobbying

    total $4,375 · management and general $4,375

  • 11g · Fees: other

    total $2,618,110 · program services $2,597,276 · management and general $20,834

  • 12 · Advertising and promotion

    total $74,264 · management and general $74,264

  • 13 · Office expenses

    total $679,489 · program services $534,198 · management and general $145,291

  • 14 · Information technology

    total $45,205 · program services $13,855 · management and general $31,350

  • 16 · Occupancy

    total $323,873 · program services $313,069 · management and general $10,804

  • 17 · Travel

    total $66,681 · program services $56,438 · management and general $10,243

  • 19 · Conferences, conventions and meetings

    total $48,641 · program services $35,150 · management and general $13,491

  • 20 · Interest

    total $788,485 · program services $630,788 · management and general $157,697

  • 22 · Depreciation, depletion and amortization

    total $2,786,332 · program services $2,229,066 · management and general $557,266

  • 23 · Insurance

    total $86,863 · management and general $86,863

  • 24a · Other expenses: PHARMACY EXPENSE

    total $3,026,147 · program services $3,026,147

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $1,679,064 · program services $1,678,958 · management and general $106

  • 24c · Other expenses: PROVISION FOR BAD DEBTS

    total $1,550,215 · program services $1,550,215

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $681,188 · program services $666,862 · management and general $14,326

  • 24e · All other expenses

    total $250,741 · program services $83,907 · management and general $166,834

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,150 · end of year $1,050

  • 2 · Savings and temporary cash investments

    beginning of year $24,945,877 · end of year $32,214,058

  • 4 · Accounts receivable

    beginning of year $6,005,902 · end of year $6,404,711

  • 8 · Inventories for sale or use

    beginning of year $556,457 · end of year $851,927

  • 9 · Prepaid expenses and deferred charges

    beginning of year $312,692 · end of year $91,663

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

    $48,161,701

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

    $13,101,345

  • 10c · Land, buildings and equipment, net

    beginning of year $34,343,366 · end of year $35,060,356

  • 15 · Other assets

    beginning of year $800,016 · end of year $1,254,627

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,432,416 · end of year $4,196,019

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $23,213,861 · end of year $22,522,893

  • 25 · Other liabilities

    beginning of year $827,180 · end of year $2,183,882

  • 27 · Net assets without donor restrictions

    beginning of year $39,746,065 · end of year $46,285,781

  • 28 · Net assets with donor restrictions

    beginning of year $745,938 · end of year $689,817

Mission and programs · 2023

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 2,591 TOTAL INPATIENT DAYS DURING THE FISCAL YEAR. OF THOSE PATIENT DAYS 334 WERE RELATED TO ACUTE INPATIENT SERVICES AND 2,257 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 OFFER 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 $26,177,682 · Revenue $33,653,430

  • 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 18,507 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 $6,600,442 · Revenue $8,489,119

  • 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 $14,833

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mike McKee

    SECRETARY

    Total calculated
    $351,144
    From this org
    $0
    From related orgs
    $281,060
    Other
    $70,084
    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 + $28,556 related
    Filer's total
    $0 + $351,144 related

  • Stacie Christensen

    TREASURER

    Total calculated
    $163,720
    From this org
    $0
    From related orgs
    $122,441
    Other
    $41,279
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,726 related
    Bonus
    $0
    Other
    $0 + $715 related
    Deferred
    $0 + $18,273 related
    Nontaxable benefits
    $0 + $23,006 related
    Filer's total
    $0 + $163,720 related

  • Dana Meyers

    BOARD DIRECTOR

    Total calculated
    $226,760
    From this org
    $0
    From related orgs
    $177,561
    Other
    $49,199
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,965 related
    Bonus
    $0 + $5,330 related
    Other
    $0 + $6,266 related
    Deferred
    $0 + $26,146 related
    Nontaxable benefits
    $0 + $23,053 related
    Filer's total
    $0 + $226,760 related

  • Holly Boison

    BOARD DIRECTOR

    Total calculated
    $149,090
    From this org
    $0
    From related orgs
    $109,329
    Other
    $39,761
    Hours/week
    2 + 48 related

  • Jim Mlsna

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ann Bradnau Hynek

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Natalie Adams

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tina Lechner

    BOARD DIRECTOR

    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 + $225,629 related
    Bonus
    $0
    Other
    $0 + $10,263 related
    Deferred
    $0 + $33,441 related
    Nontaxable benefits
    $0 + $23,003 related
    Filer's total
    $0 + $292,336 related

  • Mike Roraff

    BOARD DIRECTOR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Woolever

    BOARD 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

  • Kristie McCoic

    ADMINISTRATOR

    Total calculated
    $234,783
    From this org
    $0
    From related orgs
    $186,253
    Other
    $48,530
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,365 related
    Bonus
    $0
    Other
    $0 + $3,888 related
    Deferred
    $0 + $27,457 related
    Nontaxable benefits
    $0 + $21,073 related
    Filer's total
    $0 + $234,783 related

  • Robin Nelson

    FINANCE ADMINISTRATOR

    Total calculated
    $202,134
    From this org
    $0
    From related orgs
    $154,815
    Other
    $47,319
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,018 related
    Bonus
    $0
    Other
    $0 + $1,797 related
    Deferred
    $0 + $23,459 related
    Nontaxable benefits
    $0 + $23,860 related
    Filer's total
    $0 + $202,134 related

  • Ashley Thayer

    DIRECTOR OF OP SERVICES

    Total calculated
    $140,301
    From this org
    $132,406
    From related orgs
    $0
    Other
    $7,895
    Hours/week
    50

  • Thea Fronk

    DIRECTOR OF IP SERVICES

    Total calculated
    $136,374
    From this org
    $97,077
    From related orgs
    $0
    Other
    $39,297
    Hours/week
    50

  • John Ceelen

    CFO-BGHS (BEG. 02/2024)

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • Steve Little

    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

  • Scott Larson

    PHARMACY MANAGER

    Total calculated
    $227,381
    From this org
    $204,946
    From related orgs
    $0
    Other
    $22,435
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $204,288
    Bonus
    $200
    Other
    $458
    Deferred
    $8,240
    Nontaxable benefits
    $14,195
    Filer's total
    $227,381

  • Michelle Gardner

    NURSE PRACTITIONER

    Total calculated
    $169,791
    From this org
    $130,567
    From related orgs
    $0
    Other
    $39,224
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,286
    Bonus
    $100
    Other
    $181
    Deferred
    $5,532
    Nontaxable benefits
    $33,692
    Filer's total
    $169,791

  • Andrea Anderson

    PHYSICIAN ASSISTANT

    Total calculated
    $169,037
    From this org
    $140,072
    From related orgs
    $0
    Other
    $28,965
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,605
    Bonus
    $320
    Other
    $147
    Deferred
    $25,722
    Nontaxable benefits
    $3,243
    Filer's total
    $169,037

  • Samantha Erid

    PHYSICIAN ASSISTANT

    Total calculated
    $163,593
    From this org
    $127,711
    From related orgs
    $0
    Other
    $35,882
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,569
    Bonus
    $0
    Other
    $142
    Deferred
    $5,286
    Nontaxable benefits
    $30,596
    Filer's total
    $163,593

  • Jodi Sunday

    REGISTERED NURSE

    Total calculated
    $149,895
    From this org
    $132,651
    From related orgs
    $0
    Other
    $17,244
    Hours/week
    40

  • 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

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

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
  • 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.

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 · DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS · WI

  • BG ASSURANCE COMPANY

    C · SELF INSURANCE · CJ

  • GUNDERSEN EDGE LLC

    C · INNOVATION · WI

  • GUNDERSEN LUTHERAN ENVISION LLC

    C · RENEWABLE ENERGY · WI

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202512279349300411

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