Form 990 for tax year 2023
Filed by GUNDERSEN LUTHERAN HEALTH SYSTEM 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
- $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 WernerANDREA WERNER
- Douglas Hughes MDDOUGLAS HUGHES MD
- Ellen Pedretti-FendtELLEN PEDRETTI-FENDT
- Eric DehnERIC DEHN
- Janine LuzJANINE LUZ
- Jeffrey M Lawrence MDJEFFREY M LAWRENCE MD
- Jerry Davis MDJERRY DAVIS MD
- John CeelenJOHN CEELEN
- Kari AdankKARI ADANK
- Krister MattsonKRISTER MATTSON
- Leanne AndersenLEANNE ANDERSEN
- Lisa HartonLISA HARTON
- Mark S Topolski MDMARK S TOPOLSKI MD
- Michael Dolan MDMICHAEL DOLAN MD
- Michelle MickaMICHELLE MICKA
- P Michael Jacobs MDP MICHAEL JACOBS MD
- Pamela MaasPAMELA MAAS
- Peter VandenhoutenPETER VANDENHOUTEN
- Praveen ChopraPRAVEEN CHOPRA
- Robert HolnessROBERT HOLNESS
- Robyn Borge MDROBYN BORGE MD
- Shannon MulliganSHANNON MULLIGAN
- Stephanie Carroll MDSTEPHANIE CARROLL MD
- Stephen Shapiro MDSTEPHEN SHAPIRO MD
- Steven Whitford MDSTEVEN WHITFORD MD
- William FarrellWILLIAM FARRELL
Listed under a different title
- Gerald OetzelGERALD OETZEL: CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23 then FORMER CHIEF FINANCIAL OFFICER
- Jennifer Kleven MDJENNIFER KLEVEN MD: BOARD OF TRUSTEES - CHIEF MEDICAL OFFICER then BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF (BEGIN 1/23)
- Jonathan Zlabek MDJONATHAN ZLABEK MD: MEDICAL VP, CROSS-FUNCTIONAL CARE THRU 10/23 then MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)
- Marilu Bintz MDMARILU BINTZ MD: MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS then MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)
- Mary Kuffel MDMARY KUFFEL MD: INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE BEGIN 9/23 then INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)
- Steve LittleSTEVE LITTLE: INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 then INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)
Totals
- Total revenue
- $5,436,536
- Total expenses
- $0
- Contributions and grants received
- $5,400,000
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $36,536
- Total assets, end of year
- $55,653,557
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $55,653,557
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
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
$5,400,000
-
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 $36,536 · excluded $36,536
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$36,536
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
-
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 $372,301 · end of year $379,158
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
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 $4,179,325 · end of year $4,180,214
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $40,899,097 · end of year $51,094,185
-
17 · Accounts payable and accrued expenses
beginning of year $20,399 · end 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 $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $45,430,324 · end of year $55,653,557
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.
As filed on the 2023 return.
Listed in Part VII
-
Andrea Hauser RNANDREA 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 ErdmannBRYAN 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 RNHEATHER 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 MDSCOTT 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 MDTODD 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 MDJENNIFER KLEVEN MD
BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF (BEGIN 1/23)
- 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 MDCHRISTINE 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 LillyDANIEL 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 CeelenJOHN CEELEN
CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)
- Total calculated
- $0
- Hours/week
- 2 + 48 related
-
Jonathan Zlabek MDJONATHAN 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 MDKELLEY BAHR MD
MEDICAL VICE PRESIDENT, 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 SchusterKRAIG 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 MDMARILU 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 MDMARY 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 McKeeMICHAEL MCKEE
ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES
- 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 MickaMICHELLE 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 VandenhoutenPETER 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 AlbrechtRACHEL 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 HolnessROBERT 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 MDROBYN 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 MDSTEPHANIE 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 LittleSTEVE 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 LechnirTINA 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 WernerANDREA 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 AndersenLEANNE 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 HartonLISA 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 MDMICHAEL 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 ChopraPRAVEEN 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 FarrellWILLIAM 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
-
Douglas Hughes MDDOUGLAS HUGHES MD
MEDICAL DOCTOR
- Total calculated
- $1,171,106
- From this org
- $0
- From related orgs
- $1,117,078
- Other
- $54,028
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,112,004 related
- Bonus
- $0
- Other
- $0 + $5,074 related
- Deferred
- $0 + $32,025 related
- Nontaxable benefits
- $0 + $22,003 related
- Filer's total
- $0 + $1,171,106 related
-
Jeffrey M Lawrence MDJEFFREY M LAWRENCE MD
MEDICAL DOCTOR
- Total calculated
- $1,303,208
- From this org
- $0
- From related orgs
- $1,235,980
- Other
- $67,228
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,229,704 related
- Bonus
- $0
- Other
- $0 + $6,276 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $22,003 related
- Filer's total
- $0 + $1,303,208 related
-
Jerry Davis MDJERRY DAVIS MD
MEDICAL DOCTOR
- Total calculated
- $1,209,836
- From this org
- $0
- From related orgs
- $1,155,808
- Other
- $54,028
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,048,863 related
- Bonus
- $0
- Other
- $0 + $106,945 related
- Deferred
- $0 + $32,025 related
- Nontaxable benefits
- $0 + $22,003 related
- Filer's total
- $0 + $1,209,836 related
-
Mark S Topolski MDMARK S TOPOLSKI MD
MEDICAL DOCTOR
- Total calculated
- $1,392,574
- From this org
- $0
- From related orgs
- $1,324,346
- Other
- $68,228
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,317,080 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $5,266 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $23,003 related
- Filer's total
- $0 + $1,392,574 related
-
Steven Whitford MDSTEVEN WHITFORD MD
MEDICAL DOCTOR
- Total calculated
- $1,126,729
- From this org
- $0
- From related orgs
- $1,056,501
- Other
- $70,228
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,049,337 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $5,164 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $25,003 related
- Filer's total
- $0 + $1,126,729 related
-
Ellen Pedretti-FendtELLEN 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 DehnERIC 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 OetzelGERALD 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 LuzJANINE 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 AdankKARI 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 MattsonKRISTER 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 MDP 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 MaasPAMELA 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 MulliganSHANNON 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 MDSTEPHANIE 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 MDSTEPHEN 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 HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF 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 HEALTH SYSTEM, 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
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.
-
GUNDERSEN LUTHERAN MEDICAL CENTER INC
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by GLHS
-
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by GLHS
-
GUNDERSEN LUTHERAN ADM SERVICES INC
501(c)(3) · SUPPORTING ORG · WI · controlled entity
Directly controlled by GLHS
-
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
501(c)(3) · FOUNDATION · WI · controlled entity
Directly controlled by GLHS
-
TRI-COUNTY MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by GLHS
-
HARMONY COMMUNITY HEALTHCARE INC
501(c)(3) · HEALTHCARE · MN · controlled entity
Directly controlled by GLHS
-
TWEETEN LUTHERAN HEALTHCARE CENTER INC
501(c)(3) · HEALTHCARE · MN · controlled entity
Directly controlled by GLHS
-
501(c)(3) · MEDICAL TRANSPORT · WI · controlled entity
Directly controlled by GLHS
-
TRI-STATE REGIONAL AMBULANCE INC
501(c)(3) · MEDICAL TRANSPORT · WI · controlled entity
Directly controlled by GLHS
-
LUTHERAN REAL ESTATE HOLDING CORPORATION
501(c)(3) · HOUSING · WI · controlled entity
Directly controlled by GLHS
-
COMMUNITY HOUSING OF LA CROSSE INC
501(c)(3) · INDEPENDENT LIVING · WI · controlled entity
Directly controlled by LREH CORP
-
LUTHERAN HOUSING OF LA CROSSE INC
501(c)(3) · INDEPENDENT LIVING · WI · controlled entity
Directly controlled by LREH CORP
-
ST JOSEPH'S HEALTH SERVICES INC
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by GLHS
-
ST JOSEPH'S MEMORIAL FOUNDATION INC
501(c)(3) · FOUNDATION · WI · controlled entity
Directly controlled by ST JO HTH SV
-
TRI-COUNTY MEMORIAL FOUNDATION INC
501(c)(3) · FOUNDATION · WI · controlled entity
Directly controlled by TRI CTY HSPT
-
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by GLHS
-
PALMER LUTHERAN HEALTH CENTER INC
501(c)(3) · HEALTHCARE · IA · controlled entity
Directly controlled by GLHS
-
MOUNDVIEW MEMORIAL HOSPITALS & CLINICS
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by GLHS
-
MEMORIAL HEALTHCARE FOUNDATION INC
501(c)(3) · FOUNDATION · WI · controlled entity
Directly controlled by MDVW MEM HOS
-
SAINT ELIZABETH'S HOSP OF WABASHA INC
501(c)(3) · HEALTHCARE · MN · controlled entity
Directly controlled by GLHS
-
BELLIN GUNDERSEN HEALTH SYSTEM INC
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by NA
-
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by BGHS
-
LAKE MICHIGAN HEALTH SERVICES INC
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by BHS
-
501(c)(3) · EDUCATION · WI
Directly controlled by BHS
-
501(c)(3) · HEALTHCARE · WI
Directly controlled by BHS
-
501(c)(3) · HEALTHCARE · WI
Directly controlled by BHS
-
THE BELLIN HEALTH FOUNDATION INC
501(c)(3) · FOUNDATION · WI
Directly controlled by BHS
-
OCONTO HOSPITAL & MEDICAL CENTER INC
501(c)(3) · HEALTHCARE · WI
Directly controlled by BMH
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 $416,522 · share of assets $5,490,600 · controlled entity
Directly controlled by GLHS
-
BEL-REGIONAL HOME MEDICAL INC
C Corporation · DURABLE MEDICAL EQUIPMENT, RETAIL · WI · share of income $0 · share of assets $0
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
-
BG ASSURANCE COMPANY
C Corporation · SELF INSURANCE · CJ · 50% owned · share of income $2,964,946 · share of assets $5,491,869 · controlled entity
Directly controlled by GLHS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202532269349303063
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