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Nonprofiteer
← GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC

Form 990 for tax year 2023

Filed by GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 15 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$23,510,404 changed to $37,379,625
Total expenses
$25,343,177 changed to $35,626,013
Contributions and grants received
$13,625,150 changed to $19,414,762
Grants paid
$2,096,718 changed to $3,779,998
Program services expenses
$22,013,069 changed to $30,422,250
Management and general expenses
$1,957,161 changed to $3,330,384
Fundraising expenses
$1,372,947 changed to $1,873,379
Program service expenses (Part III)
$22,013,069 changed to $30,422,250

Listed only on the earlier return

  • CHIP SCHILLING
  • KURT OETTEL MD

Listed only on the later return

  • ALLAN SCHILLING
  • ANDY FERGUSON
  • BARBARA A MILLER
  • BENJAMIN JARMAN MD
  • BRIAN SIECK MD
  • DARBY G OLDENBURG
  • JENNIFER KLEVEN MD
  • JOHN CEELEN
  • JULIO BIRD MD
  • KAREN COWDEN DAHL
  • KELLEY BAHR MD
  • LINDSEY M PRESTON
  • P MICHAEL JACOBS MD
  • PARAIC KENNY
  • PRAVEEN CHOPRA
  • RANDI BERG MD
  • STEVEN LOVRICH
  • TODD MAHR MD

Listed under a different title

  • GERALD OETZEL: CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23 then FORMER CHIEF FINANCIAL OFFICER
  • GREGORY MARSO CPA MBT: BOARD OF DIRECTORS - MEMBER then BOARD OF DIRECTORS - MEMBER (THRU 6/24)
  • ROSANNE SCHULZ MPH: BOARD OF DIRECTORS - MEMBER then BOARD OF DIRECTORS - MEMBER (THRU 12/23)
  • SCOTT RATHGABER MD: CEO, CHAIRMAN then CHIEF EXECUTIVE OFFICER
  • STEVE LITTLE: INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 then INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)
  • TREY FOLKERS MD: BOARD OF DIRECTORS - MEMBER (BEGIN 3/23) then BOARD OF DIRECTORS - MEMBER (THRU 9/24)

Totals

Total revenue
$37,379,625
Total expenses
$35,626,013
Contributions and grants received
$19,414,762
Grants paid
$3,779,998
Program services expenses (Part IX)
$30,422,250
Management and general expenses
$3,330,384
Fundraising expenses
$1,873,379
Program service expenses (Part III)
$30,422,250

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KATHY WIESER

    BOARD OF DIRECTORS - SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • LYNNETTA KOPP

    BOARD OF DIRECTORS - VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MIKE BINSFELD

    BOARD OF DIRECTORS - TREASURER

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN SHAPIRO MD

    BOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER

    Total calculated
    $589,136
    From this org
    $0
    From related orgs
    $519,488
    Other
    $69,648
    Hours/week
    2 + 48 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

  • ALLAN SCHILLING

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANDY FERGUSON

    BOARD OF DIRECTORS - MEMBER (BEGIN 9/24)

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER BORN MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DARLA KRZOSKA

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DUSTIN CUNNINGHAM CFP

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GERALD ARNDT

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GREGORY MARSO CPA MBT

    BOARD OF DIRECTORS - MEMBER (THRU 6/24)

    Total calculated
    $0
    Hours/week
    2

  • KELLEY BAHR MD

    BOARD OF DIRECTORS - MEMBER

    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

  • LEAH REIMANN MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LORI ROSENSTEIN MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $628,804
    From this org
    $0
    From related orgs
    $560,576
    Other
    $68,228
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,319 related
    Bonus
    $0
    Other
    $0 + $5,257 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $23,003 related
    Filer's total
    $0 + $628,804 related

  • ROSANNE SCHULZ MPH

    BOARD OF DIRECTORS - MEMBER (THRU 12/23)

    Total calculated
    $0
    Hours/week
    2

  • SISTER MARY ANN GSCHWIND FSPA

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • THOMAS KOSTER

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TREY FOLKERS MD

    BOARD OF DIRECTORS - MEMBER (THRU 9/24)

    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

  • JOHN CEELEN

    CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • SCOTT 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 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

  • BENJAMIN JARMAN MD

    MEDICAL PARTNER OF MEDICAL EDUCATION

    Total calculated
    $540,797
    From this org
    $0
    From related orgs
    $472,425
    Other
    $68,372
    Hours/week
    0 + 50 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

  • JENNIFER KLEVEN MD

    MEDICAL PARTNER OF RESEARCH

    Total calculated
    $430,346
    From this org
    $0
    From related orgs
    $380,649
    Other
    $49,697
    Hours/week
    0 + 50 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

  • LINDSEY M PRESTON

    VICE PRESIDENT, GMF

    Total calculated
    $273,115
    From this org
    $0
    From related orgs
    $221,277
    Other
    $51,838
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,380 related
    Bonus
    $0
    Other
    $0 + $19,897 related
    Deferred
    $0 + $32,272 related
    Nontaxable benefits
    $0 + $19,566 related
    Filer's total
    $0 + $273,115 related

  • PRAVEEN CHOPRA

    EXECUTIVE LEADERSHIP TEAM MEMBER

    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

  • RANDI BERG MD

    MEDICAL PARTNER OF RTS

    Total calculated
    $301,425
    From this org
    $0
    From related orgs
    $241,690
    Other
    $59,735
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,271 related
    Bonus
    $0
    Other
    $0 + $4,419 related
    Deferred
    $0 + $35,332 related
    Nontaxable benefits
    $0 + $24,403 related
    Filer's total
    $0 + $301,425 related

  • TODD MAHR MD

    MEDICAL PARTNER OF PHILANTHROPY

    Total calculated
    $365,005
    From this org
    $0
    From related orgs
    $300,156
    Other
    $64,849
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,038 related
    Bonus
    $0
    Other
    $0 + $6,118 related
    Deferred
    $0 + $40,657 related
    Nontaxable benefits
    $0 + $24,192 related
    Filer's total
    $0 + $365,005 related

  • BARBARA A MILLER

    MEDICAL RESEARCH

    Total calculated
    $209,288
    From this org
    $0
    From related orgs
    $165,354
    Other
    $43,934
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,355 related
    Bonus
    $0
    Other
    $0 + $4,999 related
    Deferred
    $0 + $24,004 related
    Nontaxable benefits
    $0 + $19,930 related
    Filer's total
    $0 + $209,288 related

  • DARBY G OLDENBURG

    MEDICAL RESEARCH

    Total calculated
    $232,051
    From this org
    $0
    From related orgs
    $186,982
    Other
    $45,069
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,823 related
    Bonus
    $0
    Other
    $0 + $38,159 related
    Deferred
    $0 + $27,366 related
    Nontaxable benefits
    $0 + $17,703 related
    Filer's total
    $0 + $232,051 related

  • KAREN COWDEN DAHL

    MEDICAL RESEARCH

    Total calculated
    $225,818
    From this org
    $0
    From related orgs
    $183,234
    Other
    $42,584
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,696 related
    Bonus
    $0
    Other
    $0 + $5,538 related
    Deferred
    $0 + $26,799 related
    Nontaxable benefits
    $0 + $15,785 related
    Filer's total
    $0 + $225,818 related

  • PARAIC KENNY

    MEDICAL RESEARCH

    Total calculated
    $237,321
    From this org
    $0
    From related orgs
    $189,034
    Other
    $48,287
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,512 related
    Bonus
    $0
    Other
    $0 + $522 related
    Deferred
    $0 + $27,743 related
    Nontaxable benefits
    $0 + $20,544 related
    Filer's total
    $0 + $237,321 related

  • STEVEN LOVRICH

    MEDICAL RESEARCH

    Total calculated
    $215,179
    From this org
    $0
    From related orgs
    $171,679
    Other
    $43,500
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,557 related
    Bonus
    $0
    Other
    $0 + $1,122 related
    Deferred
    $0 + $20,662 related
    Nontaxable benefits
    $0 + $22,838 related
    Filer's total
    $0 + $215,179 related

  • BRIAN SIECK MD

    FORMER BOARD OF DIRECTORS - V CHAIRMAN, MEDICAL DOCTOR

    Total calculated
    $560,248
    From this org
    $0
    From related orgs
    $491,161
    Other
    $69,087
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,428 related
    Bonus
    $0
    Other
    $0 + $5,733 related
    Deferred
    $0 + $45,225 related
    Nontaxable benefits
    $0 + $23,862 related
    Filer's total
    $0 + $560,248 related

  • GERALD 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

  • JULIO BIRD MD

    FORMER MEDICAL PARTNER OF RESEARCH THRU 21

    Total calculated
    $165,000
    From this org
    $0
    From related orgs
    $165,000
    Other
    $0
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $165,000 related

  • P 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

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

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 MEDICAL FOUNDATION ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. COMPENSATION RECOMMENDATIONS ARE DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES.
Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION. 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

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
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202532269349302843

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