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
- $160,292,970 changed to $244,302,568
- Total expenses
- $227,793,357 changed to $327,479,756
- Contributions and grants received
- $779,738 changed to $1,187,295
- Grants paid
- $3,747,508 changed to $3,592,147
- Program service revenue
- $159,048,996 changed to $242,398,618
- Investment income
- $175,356 changed to $323,956
- Other revenue
- $288,880 changed to $392,699
- Total assets, end of year
- $218,304,419 changed to $220,088,578
- Total liabilities, end of year
- $958,116,645 changed to $1,042,632,494
- Net assets or fund balances, end of year
- -$739,812,226 changed to -$822,543,916
- Program services expenses
- $204,607,536 changed to $290,206,794
- Management and general expenses
- $23,185,821 changed to $37,272,962
- Program service expenses (Part III)
- $204,607,536 changed to $290,206,794
Listed only on the earlier return
- Azene Ezana MDAZENE EZANA MD
Listed only on the later return
- Andrea Hauser RNANDREA HAUSER RN
- Andrea WernerANDREA WERNER
- Bryan ErdmannBRYAN ERDMANN
- Daniel LillyDANIEL LILLY
- David GerhardDAVID GERHARD
- Douglas Hughes MDDOUGLAS HUGHES MD
- Ellen Pedretti-FendtELLEN PEDRETTI-FENDT
- Eric DehnERIC DEHN
- Ezana Azene MDEZANA AZENE MD
- Heather Schimmers RNHEATHER SCHIMMERS RN
- Janine LuzJANINE LUZ
- Jeffrey M Lawrence MDJEFFREY M LAWRENCE MD
- Jerry Davis MDJERRY DAVIS MD
- John CeelenJOHN CEELEN
- Jonathan Zlabek MDJONATHAN ZLABEK MD
- Kari AdankKARI ADANK
- Kraig SchusterKRAIG SCHUSTER
- Krister MattsonKRISTER MATTSON
- Leanne AndersenLEANNE ANDERSEN
- Lisa HartonLISA HARTON
- Marilu Bintz MDMARILU BINTZ MD
- Mark S Topolski MDMARK S TOPOLSKI MD
- Mary Kuffel MDMARY KUFFEL MD
- Michael Dolan MDMICHAEL DOLAN MD
- Michael McKeeMICHAEL MCKEE
- P Michael Jacobs MDP MICHAEL JACOBS MD
- Pamela MaasPAMELA MAAS
- Paul BerglPAUL BERGL
- Praveen ChopraPRAVEEN CHOPRA
- Shannon MulliganSHANNON MULLIGAN
- Stephen Shapiro MDSTEPHEN SHAPIRO MD
- Steven Whitford MDSTEVEN WHITFORD MD
- Todd Kowalski MDTODD KOWALSKI MD
- William FarrellWILLIAM FARRELL
Listed under a different title
- Elizabeth Cogbill MDELIZABETH COGBILL MD: MEDICAL GOVERNORS - MEMBER (BEGIN 1/23) then MEDICAL GOVERNORS - MEMBER
- Gerald OetzelGERALD OETZEL: CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23 then FORMER CHIEF FINANCIAL OFFICER
- Robyn Borge MDROBYN BORGE MD: MEDICAL GOVERNORS - MEMBER then MEDICAL GOVERNORS - MEMBER (THRU 1/24)
- Scott Rathgaber MDSCOTT RATHGABER MD: CEO, CHAIRMAN then CHIEF EXECUTIVE OFFICER
- Stephanie Carroll MDSTEPHANIE CARROLL MD: MEDICAL GOVERNORS - MEMBER (BEGIN 1/23) then MEDICAL GOVERNORS - MEMBER
- Steve LittleSTEVE LITTLE: INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 then INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)
- Trey Folkers MDTREY FOLKERS MD: MEDICAL GOVERNORS - MEMBER (BEGIN 1/23) then MEDICAL GOVERNORS - MEMBER (THRU 7/24)
Totals
- Total revenue
- $244,302,568
- Total expenses
- $327,479,756
- Contributions and grants received
- $1,187,295
- Grants paid
- $3,592,147
- Program service revenue
- $242,398,618
- Investment income
- $323,956
- Other revenue
- $392,699
- Total assets, end of year
- $220,088,578
- Total liabilities, end of year
- $1,042,632,494
- Net assets or fund balances, end of year
- -$822,543,916
- Program services expenses (Part IX)
- $290,206,794
- Management and general expenses
- $37,272,962
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $290,206,794
Program services were 88.6% 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
$483,936
-
1e · Government grants (contributions)
$677,109
-
1f · All other contributions, gifts and grants
$26,250
-
2a · Program service revenue: MEDICAL SERVICE PROVIDED
total $236,914,982 · related or exempt $236,642,028 · unrelated business $272,954
-
2b · Program service revenue: ONLINE SALES - DERM AND PLASTICS
total $296,922 · unrelated business $296,922
-
2c · Program service revenue: VISION
total $253,842 · unrelated business $253,842
-
2d · Program service revenue: PHARMACY
total $2,160,398 · unrelated business $2,160,398
-
2e · Program service revenue: DIAGNOSTIC TESTING INCOME
total $2,772,474 · unrelated business $2,772,474
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $323,956 · excluded $323,956
-
6a · Gross rents
real property $500,067
-
6b · Less rental expenses
real property $107,368
-
6c · Rental income or loss
real property $392,699 · personal property $0
-
6d · Net rental income or loss
total $392,699 · excluded $392,699
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,365,630 · program services $1,365,630
-
2 · Grants to domestic individuals
total $2,226,517 · program services $2,226,517
-
4 · Benefits paid to or for members
total $0 · program services $0
-
11a · Fees: management
total $95,651,546 · program services $84,749,413 · management and general $10,902,133
-
11b · Fees: legal
total $6,102 · program services $6,102
-
11d · Fees: lobbying
total $27,515 · program services $27,515
-
11f · Fees: investment management
total $6,600 · management and general $6,600
-
11g · Fees: other
total $13,611,304 · program services $13,202,493 · management and general $408,811 · fundraising $0
-
12 · Advertising and promotion
total $22,751 · program services $22,751
-
13 · Office expenses
total $1,912,567 · program services $1,845,580 · management and general $66,987
-
14 · Information technology
total $624,725 · program services $562,678 · management and general $62,047
-
16 · Occupancy
total $5,597,598 · program services $3,385,263 · management and general $2,212,335
-
17 · Travel
total $699,634 · program services $697,852 · management and general $1,782
-
19 · Conferences, conventions and meetings
total $40,780 · program services $40,780
-
22 · Depreciation, depletion and amortization
total $12,662,639 · program services $7,334,231 · management and general $5,328,408
-
23 · Insurance
total $2,176,164 · program services $71,610 · management and general $2,104,554
-
24a · Other expenses: Leased Employees
total $155,779,626 · program services $139,744,218 · management and general $16,035,408
-
24b · Other expenses: Supplies/Bad Debts
total $33,721,273 · program services $33,580,513 · management and general $140,760
-
24c · Other expenses: Dues/Memberships/Licenses
total $1,003,917 · program services $1,003,917
-
24d · Other expenses: Taxes
total $181,323 · program services $180,433 · management and general $890
-
24e · All other expenses
total $161,545 · program services $159,298 · management and general $2,247 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $101,757 · end of year $102,658
-
4 · Accounts receivable
beginning of year $12,675,090 · end of year $20,036,711
-
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
-
8 · Inventories for sale or use
beginning of year $9,675,280 · end of year $12,565,031
-
9 · Prepaid expenses and deferred charges
end of year $252,498
-
10a · Land, buildings and equipment: cost or other basis
$418,397,881
-
10b · Land, buildings and equipment: accumulated depreciation
$248,353,116
-
10c · Land, buildings and equipment, net
beginning of year $177,968,162 · end of year $170,044,765
-
11 · Investments: publicly traded securities
beginning of year $10,234,045 · end of year $8,964,680
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $2,031,994 · end of year $2,218,422
-
15 · Other assets
beginning of year $5,618,091 · end of year $5,903,813
-
17 · Accounts payable and accrued expenses
beginning of year $3,675,704 · end of year $3,249,971
-
19 · Deferred revenue
beginning of year $0 · 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 $954,440,941 · end of year $1,039,382,523
-
27 · Net assets without donor restrictions
beginning of year -$739,812,226 · end of year -$822,543,916
Mission and programs · 2023
Mission
TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH, AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY.
Activities or mission (Part I)
See Schedule O
-
See Schedule O
Expenses $290,206,794 · Grants $3,592,147 · Revenue $242,398,618
As filed on the 2023 return.
Listed in Part VII
-
Ezana Azene MDEZANA AZENE MD
MEDICAL GOVERNORS - SECRETARY & TREASURER
- Total calculated
- $993,585
- From this org
- $0
- From related orgs
- $923,307
- Other
- $70,278
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $918,159 related
- Bonus
- $0
- Other
- $0 + $5,148 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $25,053 related
- Filer's total
- $0 + $993,585 related
-
Jennifer Kleven MDJENNIFER KLEVEN MD
MEDICAL GOVERNORS - CHAIR
- 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
-
Benjamin Jarman MDBENJAMIN JARMAN MD
MEDICAL GOVERNORS - MEMBER
- Total calculated
- $540,797
- From this org
- $0
- From related orgs
- $472,425
- Other
- $68,372
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $466,819 related
- Bonus
- $0
- Other
- $0 + $5,606 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $23,147 related
- Filer's total
- $0 + $540,797 related
-
Benjamin Orozco MDBENJAMIN OROZCO MD
MEDICAL GOVERNORS - MEMBER
- Total calculated
- $480,721
- From this org
- $0
- From related orgs
- $414,401
- Other
- $66,320
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $412,928 related
- Bonus
- $0 + $1,000 related
- Other
- $0 + $473 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $21,095 related
- Filer's total
- $0 + $480,721 related
-
Christopher Eberlein MDCHRISTOPHER EBERLEIN MD
MEDICAL GOVERNORS - MEMBER
- Total calculated
- $468,781
- From this org
- $0
- From related orgs
- $398,553
- Other
- $70,228
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $391,338 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $5,215 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $25,003 related
- Filer's total
- $0 + $468,781 related
-
David GerhardDAVID GERHARD
MEDICAL GOVERNORS - MEMBER (BEGIN 10/24)
- Total calculated
- $366,830
- From this org
- $0
- From related orgs
- $301,230
- Other
- $65,600
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $294,670 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $4,560 related
- Deferred
- $0 + $43,597 related
- Nontaxable benefits
- $0 + $22,003 related
- Filer's total
- $0 + $366,830 related
-
Elizabeth Cogbill MDELIZABETH COGBILL MD
MEDICAL GOVERNORS - MEMBER
- Total calculated
- $273,402
- From this org
- $0
- From related orgs
- $232,396
- Other
- $41,006
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $228,885 related
- Bonus
- $0
- Other
- $0 + $3,511 related
- Deferred
- $0 + $30,873 related
- Nontaxable benefits
- $0 + $10,133 related
- Filer's total
- $0 + $273,402 related
-
Paul BerglPAUL BERGL
MEDICAL GOVERNORS - MEMBER (BEGIN 10/24)
- Total calculated
- $569,499
- From this org
- $0
- From related orgs
- $495,425
- Other
- $74,074
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $457,410 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $36,015 related
- Deferred
- $0 + $41,229 related
- Nontaxable benefits
- $0 + $32,845 related
- Filer's total
- $0 + $569,499 related
-
Robyn Borge MDROBYN BORGE MD
MEDICAL GOVERNORS - MEMBER (THRU 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 Carroll MDSTEPHANIE CARROLL MD
MEDICAL GOVERNORS - MEMBER
- Total calculated
- $377,749
- From this org
- $0
- From related orgs
- $312,603
- Other
- $65,146
- Hours/week
- 2 + 48 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
-
Trey Folkers MDTREY FOLKERS MD
MEDICAL GOVERNORS - MEMBER (THRU 7/24)
- Total calculated
- $841,542
- From this org
- $0
- From related orgs
- $771,264
- Other
- $70,278
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $763,954 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $5,310 related
- Deferred
- $0 + $45,225 related
- Nontaxable benefits
- $0 + $25,053 related
- Filer's total
- $0 + $841,542 related
-
Heather Schimmers RNHEATHER SCHIMMERS RN
SOUTHERN COUNTIES REGIONAL PRESIDENT, EX-OFFICIO
- 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
-
John CeelenJOHN CEELEN
CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)
- Total calculated
- $0
- Hours/week
- 2 + 48 related
-
Scott Rathgaber MDSCOTT RATHGABER MD
CHIEF EXECUTIVE OFFICER
- 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 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
-
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
-
Andrea Hauser RNANDREA HAUSER RN
CHIEF NURSING OFFICER AND ADMIN VP
- Total calculated
- $338,406
- From this org
- $0
- From related orgs
- $281,106
- Other
- $57,300
- Hours/week
- 0 + 50 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
CHIEF OPERATING OFFICER
- Total calculated
- $484,221
- From this org
- $0
- From related orgs
- $409,876
- Other
- $74,345
- Hours/week
- 0 + 50 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
-
Daniel LillyDANIEL LILLY
GENERAL COUNSEL
- Total calculated
- $637,294
- From this org
- $0
- From related orgs
- $567,316
- Other
- $69,978
- Hours/week
- 0 + 50 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
-
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
-
Jonathan Zlabek MDJONATHAN ZLABEK MD
MEDICAL VICE PRESIDENT
- Total calculated
- $471,782
- From this org
- $0
- From related orgs
- $408,248
- Other
- $63,534
- Hours/week
- 0 + 50 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
-
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
-
Kraig SchusterKRAIG SCHUSTER
ADMINISTRATIVE VICE PRESIDENT
- Total calculated
- $364,011
- From this org
- $0
- From related orgs
- $306,457
- Other
- $57,554
- Hours/week
- 0 + 50 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
-
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
-
Marilu Bintz MDMARILU BINTZ MD
CHIEF POPULATION HEALTH OFFICER
- Total calculated
- $593,038
- From this org
- $0
- From related orgs
- $539,145
- Other
- $53,893
- Hours/week
- 0 + 50 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
- Total calculated
- $293,779
- From this org
- $0
- From related orgs
- $281,919
- Other
- $11,860
- Hours/week
- 0 + 50 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
Administrative Vice President
- Total calculated
- $351,145
- From this org
- $0
- From related orgs
- $281,060
- Other
- $70,085
- Hours/week
- 0 + 50 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
-
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
-
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
-
Todd Kowalski MDTODD KOWALSKI MD
MEDICAL VICE PRESIDENT
- Total calculated
- $613,182
- From this org
- $0
- From related orgs
- $538,862
- Other
- $74,320
- Hours/week
- 0 + 50 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
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
Answered no
- 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. 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 II LEASED EMPLOYEES AND MANAGEMENT SERVICES
- GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN CLINIC, LTD. 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
-
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
$1,309,464
Operations Support
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 HEALTH SYSTEM INC (39-1866425)
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by BGHS
-
GUNDERSEN LUTHERAN MEDICAL CENTER INC (39-0813416)
501(c)(3) · HEALTHCARE · WI
Directly controlled by GLHS
-
GUNDERSEN LUTHERAN ADM SERVICES INC (39-1606449)
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by GLHS
-
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC (39-1249705)
501(c)(3) · FOUNDATION · WI
Directly controlled by GLHS
-
TRI-COUNTY MEMORIAL HOSPITAL INC (39-0704510)
501(c)(3) · HEALTHCARE · WI
Directly controlled by GLHS
-
HARMONY COMMUNITY HEALTHCARE INC (41-0711606)
501(c)(3) · HEALTHCARE · MN
Directly controlled by GLHS
-
TWEETEN LUTHERAN HEALTHCARE CENTER INC (41-1565003)
501(c)(3) · HEALTHCARE · MN
Directly controlled by GLHS
-
TRI-STATE AMBULANCE INC (39-1965415)
501(c)(3) · MEDICAL TRANSPORT · WI
Directly controlled by GLHS
-
TRI-STATE REGIONAL AMBULANCE INC (39-1962965)
501(c)(3) · MEDICAL TRANSPORT · WI
Directly controlled by GLHS
-
LUTHERAN REAL ESTATE HOLDING CORPORATION (39-1480826)
501(c)(3) · HOUSING · WI
Directly controlled by GLHS
-
COMMUNITY HOUSING OF LA CROSSE INC (39-1586700)
501(c)(3) · INDEPENDENT LIVING · WI
Directly controlled by LREH CORP
-
LUTHERAN HOUSING OF LA CROSSE INC (39-1751934)
501(c)(3) · INDEPENDENT LIVING · WI
Directly controlled by LREH CORP
-
ST JOSEPH'S HEALTH SERVICES INC (39-0929538)
501(c)(3) · HEALTHCARE · WI
Directly controlled by GLHS
-
ST JOSEPH'S MEMORIAL FOUNDATION INC (39-1455787)
501(c)(3) · FOUNDATION · WI
Directly controlled by ST JO HTH SV
-
TRI-COUNTY MEMORIAL FOUNDATION INC (30-0093022)
501(c)(3) · FOUNDATION · MN
Directly controlled by TRI CTY HSPT
-
MEMORIAL HOSPITAL OF BOSCOBEL (39-0845590)
501(c)(3) · HEALTHCARE · WI
Directly controlled by GLHS
-
PALMER LUTHERAN HEALTH CENTER INC (42-1320763)
501(c)(3) · HEALTHCARE · IA
Directly controlled by GLHS
-
MOUNDVIEW MEMORIAL HOSPITALS & CLINICS (39-0944012)
501(c)(3) · HEALTHCARE · WI
Directly controlled by GLHS
-
MEMORIAL HEALTHCARE FOUNDATION INC (39-1775074)
501(c)(3) · FOUNDATION · WI
Directly controlled by MDVW MEM HOS
-
SAINT ELIZABETH'S HOSP OF WABASHA INC (41-0693877)
501(c)(3) · HEALTHCARE · MN
Directly controlled by GLHS
-
BELLIN GUNDERSEN HEALTH SYSTEM INC (92-0504278)
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by NA
-
BELLIN HEALTH SYSTEMS INC (39-1512904)
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by BGHS
-
LAKE MICHIGAN HEALTH SERVICES INC (39-1512903)
501(c)(3) · SUPPORTING ORG · WI
Directly controlled by BHS
-
BELLIN COLLEGE INC (39-1620530)
501(c)(3) · EDUCATION · WI
Directly controlled by BHS
-
BELLIN PSYCHIATRIC CENTER INC (39-1657627)
501(c)(3) · HEALTHCARE · WI
Directly controlled by BHS
-
BELLIN MEMORIAL HOSPITAL INC (39-0884478)
501(c)(3) · HEALTHCARE · WI
Directly controlled by BHS
-
THE BELLIN HEALTH FOUNDATION INC (39-1809171)
501(c)(3) · FOUNDATION · WI
Directly controlled by BHS
-
OCONTO HOSPITAL & MEDICAL CENTER INC (06-1745397)
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Gundersen Regional Clinics LLC
Healthcare · WI · income $4,075,584 · assets $4,075,587
Directly controlled by GC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
GUNDERSEN LUTHERAN ENVISION LLC (26-4706546)
C Corporation · RENEWABLE ENERGY · WI
Directly controlled by NA
-
BEL-REGIONAL HOME MEDICAL INC (39-1504766)
C Corporation · DURABLE MEDICAL EQUIPMENT, RETAIL · WI
Directly controlled by NA
-
GUNDERSEN EDGE LLC (92-1783811)
C Corporation · INNOVATION · WI
Directly controlled by NA
-
BG ASSURANCE COMPANY
C Corporation · SELF INSURANCE · CJ
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512269349303156
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