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Nonprofiteer
← BELLIN GUNDERSEN HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by BELLIN GUNDERSEN HEALTH SYSTEM INC.

Totals

Total revenue
$399,871
Total expenses
$15,758,873
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$399,871
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$15,758,873
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$15,758,873

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $399,871 · unrelated business $399,871

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 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.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11b · Fees: legal

    total $3,640 · program services $3,640

  • 11c · Fees: accounting

    total $25,000 · program services $25,000

  • 11g · Fees: other

    total $352,285 · program services $352,285 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $67,329 · program services $67,329

  • 14 · Information technology

    total $3,263,876 · program services $3,263,876

  • 24a · Other expenses: LEASED EMPLOYEES

    total $10,984,572 · program services $10,984,572

  • 24b · Other expenses: DUES MEMBERSHIPS

    total $532,884 · program services $532,884

  • 24c · Other expenses: SUPPLIES

    total $35,781 · program services $35,781

  • 24e · All other expenses

    total $493,506 · program services $493,506 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    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 $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    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 $0 · end of year $0

Mission and programs · 2023

Mission

TOGETHER WE WILL INSPIRE YOUR BEST LIFE BY RELENTLESSLY CARING, LEARNING, AND INNOVATING.

  • BELLIN GUNDERSEN HEALTH SYSTEM, INC. PROVIDED SUPPORT TO AN INTEGRATED HEALTH SYSTEM WITH LOCAL ACCESS IN THE RURAL REGION OF WEST CENTRAL AND NORTHEASTERN WISCONSIN, THE UPPER PENINSULA OF MICHIGAN, SOUTHEAST MINNESOTA AND NORTHEAST IOWA. BELLIN GUNDERSEN HEALTH SYSTEM INC.'S AFFILIATES COMPREHENSIVE RANGE OF SERVICES INCLUDES INPATIENT, CLINICAL BEHAVIORAL HEALTH, DIAGNOSTIC, EMERGENCY AND OTHER OUTPATIENT SERVICES IN NUMEROUS MEDICAL SPECIALTIES.

    Expenses $15,758,873

As filed on the 2023 return.

Listed in Part VII

  • Barbara Gilling

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Christopher Eberlein MD

    BOARD OF DIRECTORS - 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

  • Daniel Florness

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Cogbill MD

    BOARD OF DIRECTORS - MEMBER (BEGIN 1/24)

    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

  • Ezana Azene MD

    BOARD OF DIRECTORS - MEMBER

    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

  • Gerald Arndt

    BOARD OF DIRECTORS, VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • James Rider MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $890,019
    From this org
    $0
    From related orgs
    $843,571
    Other
    $46,448
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,276 related
    Bonus
    $0 + $120,025 related
    Other
    $0 + $270 related
    Deferred
    $0 + $16,367 related
    Nontaxable benefits
    $0 + $30,081 related
    Filer's total
    $0 + $890,019 related

  • John Dykema

    BOARD OF DIRECTORS - CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • John Lyche

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Karl Schmidt

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Richard Radcliffe

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robyn Borge MD

    BOARD OF DIRECTORS - MEMBER (THRU 12/23)

    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

  • Saied Assef MD

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sherri Hoyman Do

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $361,778
    From this org
    $0
    From related orgs
    $316,361
    Other
    $45,417
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,587 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $774 related
    Deferred
    $0 + $18,186 related
    Nontaxable benefits
    $0 + $27,231 related
    Filer's total
    $0 + $361,778 related

  • Susan Finco

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Teresita Yutuc

    BOARD OF DIRECTORS - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Terry Fulwiler

    BOARD OF DIRECTORS - MEMBER (THRU 12/23)

    Total calculated
    $0
    Hours/week
    2

  • William Bohn

    BOARD OF DIRECTORS - MEMBER (BEGIN 1/24)

    Total calculated
    $0
    Hours/week
    2

  • Andrea Werner

    CHIEF POPULATION OFFICER

    Total calculated
    $392,292
    From this org
    $0
    From related orgs
    $365,199
    Other
    $27,093
    Hours/week
    2 + 48 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

  • Chris Woleske

    EXECUTIVE VP, NORTHERN COUNTIES REGIONAL PRESIDENT, EX-OFFICIO

    Total calculated
    $2,013,672
    From this org
    $0
    From related orgs
    $1,775,440
    Other
    $238,232
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $957,901 related
    Bonus
    $0 + $634,883 related
    Other
    $0 + $182,656 related
    Deferred
    $0 + $226,899 related
    Nontaxable benefits
    $0 + $11,333 related
    Filer's total
    $0 + $2,013,672 related

  • Daniel 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

  • Heather 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 Ceelen

    CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • Julie Graceffa

    ASSISTANT TREASURER (THRU 3/24)

    Total calculated
    $284,024
    From this org
    $0
    From related orgs
    $243,186
    Other
    $40,838
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,869 related
    Bonus
    $0 + $90,050 related
    Other
    $0 + $267 related
    Deferred
    $0 + $13,854 related
    Nontaxable benefits
    $0 + $26,984 related
    Filer's total
    $0 + $284,024 related

  • Leanne Andersen

    CHIEF PEOPLE OFFICER

    Total calculated
    $627,900
    From this org
    $0
    From related orgs
    $564,301
    Other
    $63,599
    Hours/week
    2 + 48 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 Harton

    CHIEF QUALITY OFFICER

    Total calculated
    $427,108
    From this org
    $0
    From related orgs
    $397,926
    Other
    $29,182
    Hours/week
    2 + 48 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

  • Michelle 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 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

  • Praveen Chopra

    CHIEF DIGITAL AND INFORMATION OFFICER

    Total calculated
    $725,955
    From this org
    $0
    From related orgs
    $654,982
    Other
    $70,973
    Hours/week
    2 + 48 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

  • Scott Rathgaber MD

    CHIEF EXECUTIVE OFFICER, EX-OFFICIO

    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 (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

  • William Farrell

    CHIEF INNOVATION & STRATEGY OFFICER

    Total calculated
    $673,894
    From this org
    $0
    From related orgs
    $628,350
    Other
    $45,544
    Hours/week
    2 + 48 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

  • Cindy Lasecki MD

    NORTHERN CHIEF CLINICAL OFFICER

    Total calculated
    $404,428
    From this org
    $0
    From related orgs
    $383,276
    Other
    $21,152
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,502 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $774 related
    Deferred
    $0 + $17,421 related
    Nontaxable benefits
    $0 + $3,731 related
    Filer's total
    $0 + $404,428 related

  • Michael 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

  • 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

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 1a First-class or charter travel
Charter airfare was utilized by 19 directors and officers for business purposes and therefore not reportable as compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
All personnel services for those listed on Schedule J, Part II for Bellin Gundersen health System, Inc. are performed by employees of Gundersen Lutheran Administrative Services, Inc. and Bellin Memorial Hospital, Inc.
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 AND CHRISTINE WOLESKE PARTICIPATED IN THE 457(F) PLAN. THE FOLLOWING INDIVIDUALS, LISTED ON PART VII OF FORM 990, HAD THE FOLLOWING AMOUNTS DISTRIBUTED DURING CALENDAR YEAR 2023: CHRISTINE WOLESKE $175,207 PETER VANDENHOUTEN $37,336
Schedule J, Part II REIMBURSEMENTS
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. AND BELLIN MEMORIAL HOSPITAL, INC. PROVIDE LEASE EMPLOYEES AND MANAGEMENT SERVICES TO BELLIN GUNDERSEN HEALTH SYSTEM, INC. THEREFORE, THE AMOUNTS REPORTED REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. AND BELLIN MEMORIAL HOSPITAL, 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.

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 · controlled entity

    Directly controlled by NA

  • BEL-REGIONAL HOME MEDICAL INC

    C Corporation · DURABLE MEDICAL EQUIPMENT, RETAIL · WI · controlled entity

    Directly controlled by NA

  • GUNDERSEN EDGE LLC

    C Corporation · INNOVATION · WI · controlled entity

    Directly controlled by NA

  • BG ASSURANCE COMPANY

    C Corporation · SELF INSURANCE · CJ · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202502269349303155

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