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Nonprofiteer
← GUNDERSEN LUTHERAN HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by GUNDERSEN LUTHERAN HEALTH SYSTEM INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 14 August 2025. 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
$75,099 changed to $5,436,536
Total expenses
$750 changed to $0
Contributions and grants received
$0 changed to $5,400,000
Other revenue
$75,099 changed to $36,536
Total assets, end of year
$45,450,723 changed to $55,653,557
Total liabilities, end of year
$20,399 changed to $0
Net assets or fund balances, end of year
$45,430,324 changed to $55,653,557
Program services expenses
$750 changed to $0
Program service expenses (Part III)
$750 changed to $0

Listed only on the later return

  • Andrea Werner
  • Douglas Hughes MD
  • Ellen Pedretti-Fendt
  • Eric Dehn
  • Janine Luz
  • Jeffrey M Lawrence MD
  • Jerry Davis MD
  • John Ceelen
  • Kari Adank
  • Krister Mattson
  • Leanne Andersen
  • Lisa Harton
  • Mark S Topolski MD
  • 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
  • Steven Whitford MD
  • William Farrell

Listed under a different title

  • 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 (BEGIN 1/23)
  • Jonathan Zlabek MD: MEDICAL VP, CROSS-FUNCTIONAL CARE THRU 10/23 then MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)
  • Marilu Bintz MD: MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS 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)
  • Steve Little: INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 then INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)

Totals

Total revenue
$75,099
Total expenses
$750
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$75,099
Total assets, end of year
$45,450,723
Total liabilities, end of year
$20,399
Net assets or fund balances, end of year
$45,430,324
Program services expenses (Part IX)
$750
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$750

Program services were 100.0% 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.

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: INCOME TAXES

    total $75,099 · excluded $75,099

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $75,099

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11g · Fees: other

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

  • 24a · Other expenses: Licenses/Permit/Fees-Org

    total $750 · program services $750

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $135,545 · end of year $372,301

  • 4 · Accounts receivable

    beginning of year $142,008

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $3,239,077 · end of year $4,179,325

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $41,578,330 · end of year $40,899,097

  • 17 · Accounts payable and accrued expenses

    end of year $20,399

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $45,094,960 · end of year $45,430,324

Mission and programs · 2023

Mission

SEE SCHEDULE O.

  • GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. PROVIDES SUPPORT TO AN INTEGRATED HEALTH SYSTEM WITH LOCAL ACCESS IN THE PRIMARILY RURAL REGION OF WEST CENTRAL WISCONSIN, SOUTHEAST MINNESOTA AND NORTHEAST IOWA. GUNDERSEN LUTHERAN HEALTH SYSTEM INC.'S AFFILIATES COMPREHENSIVE RANGE OF SERVICES INCLUDE INPATIENT, CLINICAL BEHAVIORAL HEALTH, DIAGNOSTIC, EMERGENCY AND OTHER SERVICES IN NUMEROUS MEDICAL SPECIALTIES.

    Expenses $750

As filed on the 2023 return.

Listed in Part VII

  • Andrea Hauser RN

    BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP

    Total calculated
    $0
    Hours/week
    2 + 45 related

  • Bryan Erdmann

    BOARD OF TRUSTEES - CHIEF OPERATING OFFICER

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • Heather Schimmers RN

    BOARD OF TRUSTEES - PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 49 related

  • Scott Rathgaber MD

    BOARD OF TRUSTEES, CEO, CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 46 related

  • Todd Kowalski MD

    BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER

    Total calculated
    $0
    Hours/week
    2 + 44 related

  • Jennifer Kleven MD

    BOARD OF TRUSTEES - CHIEF MEDICAL OFFICER

    Total calculated
    $0
    Hours/week
    2 + 46 related

  • Christine Waller MD

    MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • Daniel Lilly

    SECRETARY

    Total calculated
    $0
    Hours/week
    0 + 48 related

  • Gerald Oetzel

    CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23

    Total calculated
    $0
    Hours/week
    0 + 42 related

  • Jonathan Zlabek MD

    MEDICAL VP, CROSS-FUNCTIONAL CARE THRU 10/23

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • Kelley Bahr MD

    MEDICAL VICE PRESIDENT, AMBULATORY SERVICES

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • Kraig Schuster

    ADMIN VICE PRESIDENT, COMMUNITY

    Total calculated
    $0
    Hours/week
    0 + 43.5 related

  • Marilu Bintz MD

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS

    Total calculated
    $0
    Hours/week
    0 + 43.8 related

  • Mary Kuffel MD

    INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE BEGIN 9/23

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • Michael McKee

    ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES

    Total calculated
    $0
    Hours/week
    0 + 42.3 related

  • Rachel Albrecht

    ADMIN VP, AMBULATORY SERVICES

    Total calculated
    $0
    Hours/week
    0 + 40.5 related

  • Stephanie Neuman MD

    MEDICAL VICE PRESIDENT, AMBULATORY SERVICES

    Total calculated
    $0
    Hours/week
    0 + 40 related

  • Steve Little

    INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23

    Total calculated
    $0
    Hours/week
    0 + 42 related

  • Tina Lechnir

    ADMIN VP, CROSS-FUNCTIONAL CARE

    Total calculated
    $0
    Hours/week
    0 + 40.8 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.

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.

  • GUNDERSEN LUTHERAN ENVISION LLC

    C Corporation · RENEWABLE ENERGY · WI · 100% owned · share of income $0 · share of assets $5,622,800 · controlled entity

    Directly controlled by GLHS

  • BEL-REGIONAL HOME MEDICAL INC

    C Corporation · DURABLE MEDICAL EQUIPMENT, RETAIL · WI

    Directly controlled by NA

  • GUNDERSEN EDGE LLC

    C Corporation · HEALTHCARE INNOVATION · WI · 100% owned · share of income $0 · share of assets $100,218 · controlled entity

    Directly controlled by GLHS

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2024
IRS schema version
2023v5.1
Source object
202402289349302895

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