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Nonprofiteer
← GUNDERSEN LUTHERAN HEALTH SYSTEM INC

Form 990 for tax year 2024

Filed by GUNDERSEN LUTHERAN HEALTH SYSTEM INC.

Totals

Total revenue
$7,500,000
Total expenses
$0
Contributions and grants received
$7,500,000
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Listed in Part VII

  • ANDREA HAUSER RN

    BOARD OF TRUSTEES, VICE PRESIDENT, ACUTE CARE LA CROSSE & SYSTEM CNO

    Total calculated
    $353,150
    From this org
    $0
    From related orgs
    $289,058
    Other
    $64,092
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,754 related
    Bonus
    $0
    Other
    $0 + $4,304 related
    Deferred
    $0 + $40,425 related
    Nontaxable benefits
    $0 + $23,667 related
    Filer's total
    $0 + $353,150 related

  • BRYAN ERDMANN

    BOARD OF TRUSTEES, CHIEF OPERATING OFFICER

    Total calculated
    $519,860
    From this org
    $0
    From related orgs
    $443,670
    Other
    $76,190
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,062 related
    Bonus
    $0
    Other
    $0 + $608 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $27,890 related
    Filer's total
    $0 + $519,860 related

  • HEATHER SCHIMMERS RN

    BOARD OF TRUSTEES, PRESIDENT

    Total calculated
    $914,152
    From this org
    $0
    From related orgs
    $841,877
    Other
    $72,275
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,010 related
    Bonus
    $0 + $198,913 related
    Other
    $0 + $4,954 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $23,975 related
    Filer's total
    $0 + $914,152 related

  • SCOTT RATHGABER MD

    BOARD OF TRUSTEES, CHAIRMAN, CEO

    Total calculated
    $1,397,550
    From this org
    $0
    From related orgs
    $1,324,275
    Other
    $73,275
    Hours/week
    2 + 48 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

  • TODD KOWALSKI MD

    BOARD OF TRUSTEES, MEDICAL CHIEF OPERATING OFFICER

    Total calculated
    $635,175
    From this org
    $0
    From related orgs
    $557,485
    Other
    $77,690
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $556,671 related
    Bonus
    $0
    Other
    $0 + $814 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $29,390 related
    Filer's total
    $0 + $635,175 related

  • JENNIFER KLEVEN MD

    BOARD OF TRUSTEES

    Total calculated
    $457,834
    From this org
    $0
    From related orgs
    $405,613
    Other
    $52,221
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,840 related
    Bonus
    $0
    Other
    $0 + $773 related
    Deferred
    $0 + $47,659 related
    Nontaxable benefits
    $0 + $4,562 related
    Filer's total
    $0 + $457,834 related

  • CHRISTINE WALLER MD

    MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES

    Total calculated
    $643,888
    From this org
    $0
    From related orgs
    $560,569
    Other
    $83,319
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,596 related
    Bonus
    $0
    Other
    $0 + $4,973 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $35,019 related
    Filer's total
    $0 + $643,888 related

  • DANIEL LILLY

    SECRETARY, CHIEF LEGAL OFFICER

    Total calculated
    $692,102
    From this org
    $0
    From related orgs
    $617,635
    Other
    $74,467
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,649 related
    Bonus
    $0 + $97,000 related
    Other
    $0 + $5,986 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $26,167 related
    Filer's total
    $0 + $692,102 related

  • JOHN CEELEN

    TREASURER, CHIEF FINANCIAL OFFICER

    Total calculated
    $782,368
    From this org
    $0
    From related orgs
    $728,316
    Other
    $54,052
    Hours/week
    2 + 48 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

  • KELLEY BAHR MD

    MEDICAL VICE PRESIDENT, AMBULATORY SERVICES

    Total calculated
    $514,776
    From this org
    $0
    From related orgs
    $442,809
    Other
    $71,967
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,005 related
    Bonus
    $0
    Other
    $0 + $4,804 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $23,667 related
    Filer's total
    $0 + $514,776 related

  • KRAIG SCHUSTER

    VICE PRESIDENT

    Total calculated
    $374,554
    From this org
    $0
    From related orgs
    $316,352
    Other
    $58,202
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,504 related
    Bonus
    $0
    Other
    $0 + $6,848 related
    Deferred
    $0 + $43,680 related
    Nontaxable benefits
    $0 + $14,522 related
    Filer's total
    $0 + $374,554 related

  • MICHAEL MCKEE

    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

  • MICHELLE MICKA

    VICE PRESIDENT, FINANCE & ACCOUNTING

    Total calculated
    $451,686
    From this org
    $0
    From related orgs
    $379,411
    Other
    $72,275
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,568 related
    Bonus
    $0
    Other
    $0 + $4,843 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $23,975 related
    Filer's total
    $0 + $451,686 related

  • PETER VANDENHOUTEN

    SR VP LEGAL COUNSEL

    Total calculated
    $715,069
    From this org
    $0
    From related orgs
    $629,937
    Other
    $85,132
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,252 related
    Bonus
    $0 + $182,656 related
    Other
    $0 + $40,029 related
    Deferred
    $0 + $69,350 related
    Nontaxable benefits
    $0 + $15,782 related
    Filer's total
    $0 + $715,069 related

  • RACHEL ALBRECHT

    VICE PRESIDENT

    Total calculated
    $302,138
    From this org
    $0
    From related orgs
    $245,331
    Other
    $56,807
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,468 related
    Bonus
    $0
    Other
    $0 + $8,863 related
    Deferred
    $0 + $34,132 related
    Nontaxable benefits
    $0 + $22,675 related
    Filer's total
    $0 + $302,138 related

  • ROBERT HOLNESS MD

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS

    Total calculated
    $701,196
    From this org
    $0
    From related orgs
    $637,179
    Other
    $64,017
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,004 related
    Bonus
    $0
    Other
    $0 + $48,175 related
    Deferred
    $0 + $40,350 related
    Nontaxable benefits
    $0 + $23,667 related
    Filer's total
    $0 + $701,196 related

  • ROBYN BORGE MD

    MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE

    Total calculated
    $491,989
    From this org
    $0
    From related orgs
    $443,350
    Other
    $48,639
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,000 related
    Bonus
    $0
    Other
    $0 + $5,350 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $339 related
    Filer's total
    $0 + $491,989 related

  • STEPHANIE NEUMAN MD

    MEDICAL VICE PRESIDENT, AMBULATORY SERVICES

    Total calculated
    $655,610
    From this org
    $0
    From related orgs
    $578,420
    Other
    $77,190
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $575,671 related
    Bonus
    $0 + $2,500 related
    Other
    $0 + $249 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $28,890 related
    Filer's total
    $0 + $655,610 related

  • TINA LECHNIR

    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

  • ELLEN PEDRETTI-FENDT

    VICE PRESIDENT, BUSINESS PARTNERING AND SERVICE DELIVERY

    Total calculated
    $287,792
    From this org
    $0
    From related orgs
    $228,664
    Other
    $59,128
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $226,752 related
    Bonus
    $0
    Other
    $0 + $1,912 related
    Deferred
    $0 + $32,340 related
    Nontaxable benefits
    $0 + $26,788 related
    Filer's total
    $0 + $287,792 related

  • ERIC DEHN

    VICE PRESIDENT, DIGITAL SOLUTIONS AND ENTERPRISE ARCHITECTURE

    Total calculated
    $379,114
    From this org
    $0
    From related orgs
    $313,406
    Other
    $65,708
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,797 related
    Bonus
    $0
    Other
    $0 + $609 related
    Deferred
    $0 + $44,118 related
    Nontaxable benefits
    $0 + $21,590 related
    Filer's total
    $0 + $379,114 related

  • JANINE LUZ-JENSEN

    VICE PRESIDENT, TALENT ACQUISITION, TALENT DEVELOPMENT, & LEARNING

    Total calculated
    $298,826
    From this org
    $0
    From related orgs
    $246,063
    Other
    $52,763
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,385 related
    Bonus
    $0
    Other
    $0 + $4,678 related
    Deferred
    $0 + $34,216 related
    Nontaxable benefits
    $0 + $18,547 related
    Filer's total
    $0 + $298,826 related

  • KARI ADANK

    VICE PRESIDENT, COMPLIANCE

    Total calculated
    $329,782
    From this org
    $0
    From related orgs
    $269,642
    Other
    $60,140
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,610 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $37,844 related
    Nontaxable benefits
    $0 + $22,296 related
    Filer's total
    $0 + $329,782 related

  • KRISTER MATTSON

    VICE PRESIDENT, ENTERPRISE ANALYTICS AND DATA SCIENCE

    Total calculated
    $361,808
    From this org
    $0
    From related orgs
    $305,605
    Other
    $56,203
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,177 related
    Bonus
    $0
    Other
    $0 + $428 related
    Deferred
    $0 + $38,458 related
    Nontaxable benefits
    $0 + $17,745 related
    Filer's total
    $0 + $361,808 related

  • MARILU BINTZ MD

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS

    Total calculated
    $299,787
    From this org
    $0
    From related orgs
    $261,160
    Other
    $38,627
    Hours/week
    0 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,201 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $51,959 related
    Deferred
    $0 + $36,295 related
    Nontaxable benefits
    $0 + $2,332 related
    Filer's total
    $0 + $299,787 related

  • SHANNON MULLIGAN

    VICE PRESIDENT, HR & TOTAL REWARDS

    Total calculated
    $308,448
    From this org
    $0
    From related orgs
    $288,578
    Other
    $19,870
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $232,590 related
    Bonus
    $0
    Other
    $0 + $55,988 related
    Deferred
    $0 + $9,464 related
    Nontaxable benefits
    $0 + $10,406 related
    Filer's total
    $0 + $308,448 related

  • STEPHANIE CARROLL MD

    MEDICAL VICE PRESIDENT

    Total calculated
    $389,444
    From this org
    $0
    From related orgs
    $322,275
    Other
    $67,169
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,920 related
    Bonus
    $0 + $15,667 related
    Other
    $0 + $688 related
    Deferred
    $0 + $39,470 related
    Nontaxable benefits
    $0 + $27,699 related
    Filer's total
    $0 + $389,444 related

  • STEPHEN SHAPIRO MD

    CHIEF MEDICAL FOUNDATION OFFICER

    Total calculated
    $612,450
    From this org
    $0
    From related orgs
    $548,480
    Other
    $63,970
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $547,371 related
    Bonus
    $0
    Other
    $0 + $1,109 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $15,670 related
    Filer's total
    $0 + $612,450 related

  • 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 — 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 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
SHANNON MULLIGAN 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
CERTAIN INDIVIDUALS 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 FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN FOR CALENDAR YEAR 2024: PETER VANDENHOUTEN JOHN CEELEN 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 2024: PETER VANDENHOUTEN $39,255

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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202612269349301921

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