What the amendment changed
Compared with the return it replaced , filed 31 July 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
- $24,788,877 changed to $35,650,305
- Total expenses
- $21,638,590 changed to $31,377,629
- Contributions and grants received
- $57,386 changed to $256,555
- Grants paid
- $4,000 changed to $0
- Program services expenses
- $18,006,118 changed to $26,451,944
- Management and general expenses
- $3,632,472 changed to $4,925,685
- Program service expenses (Part III)
- $18,006,118 changed to $26,451,944
Listed only on the earlier return
- GERALD OETZEL
Listed only on the later return
- JENNY DAX
- JOHN CEELEN
- KELSEY LOMAS
- KERRY CAMPBELL
- LISA WITTER
- TARA WOOD
Listed under a different title
- ALAN EBER: BOARD MEMBER/DR OF BUS. (THRU 1/23) then BOARD MEMBER/DIR OF BUSINESS SERVICES
- ANDY NAHAS: VP/GHS OPTOMETRIST then VP/BGHS OPTOMETRIST
- CYNDE LARSEN: BOARD MEMBER then TREASURER/BOARD MEMBER
- DAWN THORSTEN: BOARD MEMBER/DR OF QUALITY then BOARD MEMBER/DIRECTOR OF QUALITY
- JAMES KLOCK: BOARD MEMBER/DR OF REG (THRU 1/23) then BOARD MEMBER/DIR OF REG IS
- MARILU BINTZ MD: BOARD MEMBER/MED VP GHS then BOARD MEMBER/MED VP BGHS (THRU 12/23)
- PETE ESSER: BOARD MEMBER/TREASURER then TREASURER/BOARD MEMBER (THRU 12/23)
- SCOTT RATHGABER: CEO-GHS then CEO-BGHS
- STEVE LITTLE: CFO-GHS (BEG 08/23) then INTERIM CFO-BGHS (THRU 02/24)
Totals
- Total revenue
- $35,650,305
- Total expenses
- $31,377,629
- Contributions and grants received
- $256,555
- Grants paid
- $0
- Program services expenses (Part IX)
- $26,451,944
- Management and general expenses
- $4,925,685
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $26,451,944
Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MARILU BINTZ MD
BOARD MEMBER/MED VP BGHS (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 + $501,037 related
- Bonus
- $0
- Other
- $0 + $38,108 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $8,668 related
- Filer's total
- $0 + $593,038 related
-
ANDY NAHAS
VP/BGHS OPTOMETRIST
- Total calculated
- $309,029
- From this org
- $0
- From related orgs
- $246,128
- Other
- $62,901
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $241,137 related
- Bonus
- $0 + $4,000 related
- Other
- $0 + $991 related
- Deferred
- $0 + $36,298 related
- Nontaxable benefits
- $0 + $26,603 related
- Filer's total
- $0 + $309,029 related
-
JAMES KLOCK
BOARD MEMBER/DIR OF REG IS
- Total calculated
- $240,561
- From this org
- $0
- From related orgs
- $189,142
- Other
- $51,419
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $184,909 related
- Bonus
- $0 + $1,800 related
- Other
- $0 + $2,433 related
- Deferred
- $0 + $27,916 related
- Nontaxable benefits
- $0 + $23,503 related
- Filer's total
- $0 + $240,561 related
-
ALAN EBER
BOARD MEMBER/DIR OF BUSINESS SERVICES
- Total calculated
- $205,700
- From this org
- $0
- From related orgs
- $160,171
- Other
- $45,529
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $155,096 related
- Bonus
- $0
- Other
- $0 + $5,075 related
- Deferred
- $0 + $23,539 related
- Nontaxable benefits
- $0 + $21,990 related
- Filer's total
- $0 + $205,700 related
-
KEITH FRYE
SECRETARY/ADMIN DR LAB
- Total calculated
- $203,956
- From this org
- $0
- From related orgs
- $158,638
- Other
- $45,318
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $156,862 related
- Bonus
- $0
- Other
- $0 + $1,776 related
- Deferred
- $0 + $23,324 related
- Nontaxable benefits
- $0 + $21,994 related
- Filer's total
- $0 + $203,956 related
-
DAWN THORSTEN
BOARD MEMBER/DIRECTOR OF QUALITY
- Total calculated
- $171,014
- From this org
- $0
- From related orgs
- $126,715
- Other
- $44,299
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $125,637 related
- Bonus
- $0
- Other
- $0 + $1,078 related
- Deferred
- $0 + $19,145 related
- Nontaxable benefits
- $0 + $25,154 related
- Filer's total
- $0 + $171,014 related
-
JERRY BERGE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
CYNDE LARSEN
TREASURER/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PETE ESSER
TREASURER/BOARD MEMBER (THRU 12/23)
- Total calculated
- $0
- Hours/week
- 2
-
GARY BOUGHTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
EMILY MCCORMICK
BOARD MEMBER
- 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 02/24)
- 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
-
THERESA BRAUDT
ADMINISTRATOR
- Total calculated
- $237,957
- From this org
- $0
- From related orgs
- $188,533
- Other
- $49,424
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $185,112 related
- Bonus
- $0 + $3,421 related
- Other
- $0
- Deferred
- $0 + $27,421 related
- Nontaxable benefits
- $0 + $22,003 related
- Filer's total
- $0 + $237,957 related
-
JENNIFER BOIGENZAHN
FINANCE ADMINISTRATOR
- Total calculated
- $185,061
- From this org
- $0
- From related orgs
- $161,528
- Other
- $23,533
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $149,318 related
- Bonus
- $0 + $11,000 related
- Other
- $0 + $1,210 related
- Deferred
- $0 + $23,246 related
- Nontaxable benefits
- $0 + $287 related
- Filer's total
- $0 + $185,061 related
-
JOHN CEELEN
CFO-BGHS (BEG 02/24)
- Total calculated
- $0
- Hours/week
- 2 + 48 related
-
LISA WITTER
PHARMACIST
- Total calculated
- $205,963
- From this org
- $171,889
- From related orgs
- $0
- Other
- $34,074
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,481
- Bonus
- $11,772
- Other
- $636
- Deferred
- $6,922
- Nontaxable benefits
- $27,152
- Filer's total
- $205,963
-
TARA WOOD
PHARMACIST
- Total calculated
- $162,569
- From this org
- $148,061
- From related orgs
- $0
- Other
- $14,508
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $141,907
- Bonus
- $5,850
- Other
- $304
- Deferred
- $0
- Nontaxable benefits
- $14,508
- Filer's total
- $162,569
-
KELSEY LOMAS
RN
- Total calculated
- $151,349
- From this org
- $126,784
- From related orgs
- $0
- Other
- $24,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $94,174
- Bonus
- $32,610
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $24,565
- Filer's total
- $151,349
-
KERRY CAMPBELL
RN
- Total calculated
- $151,144
- From this org
- $131,400
- From related orgs
- $0
- Other
- $19,744
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $93,827
- Bonus
- $37,143
- Other
- $430
- Deferred
- $0
- Nontaxable benefits
- $19,744
- Filer's total
- $151,144
-
JENNY DAX
DIRECTOR, BUSINESS OPERATIONS
- Total calculated
- $149,102
- From this org
- $127,475
- From related orgs
- $0
- Other
- $21,627
- Hours/week
- 50
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
- 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.
-
501(C)(3) · NURSING AND RADIOLOGIC SCIENCE COLLEGE · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
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) · HEALTH CARE · 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
-
COMMUNITY HOUSING OF LA CROSSE INC
501(C)(3) · INDEPENDENT LIVING · WI · controlled entity
Directly controlled by LUTHERAN REAL ESTATE HOLDING CORP
-
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 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
-
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
-
LAKE MICHIGAN HEALTH SERVICES INC
501(C)(3) · SUPPORT PURPOSES OF BELLIN MEMORIAL HOSPITAL · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
LUTHERAN HOUSING OF LA CROSSE INC
501(C)(3) · INDEPENDENT LIVING · WI · controlled entity
Directly controlled by LUTHERAN REAL ESTATE HOLDING CORP
-
LUTHERAN REAL ESTATE HOLDING CORP
501(C)(3) · HOUSING · 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
-
OCONTO HOSPITAL & MEDICAL CENTER INC
501(C)(3) · HEALTH CARE · WI · controlled entity
Directly controlled by BELLIN MEMORIAL HOSPITAL INC
-
501(C)(3) · HEALTH CARE · IA · 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
-
ST JOSEPH'S MEMORIAL FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by ST JOSEPH'S HEALTH SERVICES INC
-
THE BELLIN HEALTH FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by BELLIN HEALTH SYSTEMS INC
-
TRI-COUNTY MEMORIAL FOUNDATION INC
501(C)(3) · FOUNDATION · WI · controlled entity
Directly controlled by TRI-COUNTY MEMORIAL HOSPITAL INC
-
TRI-COUNTY MEMORIAL HOSPITAL INC
501(C)(3) · HEALTH CARE · WI · 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
-
TWEETEN LUTHERAN HEALTHCARE CENTER INC
501(C)(3) · HEALTH CARE · MN · controlled entity
Directly controlled by GUNDERSEN LUTHERAN HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202502259349300830
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