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Nonprofiteer
← SAINT ELIZABETHS HOSPITAL OF WABASHA INC

Form 990 for tax year 2023

Filed by SAINT ELIZABETHS HOSPITAL OF WABASHA INC.

What the amendment changed

Compared with the return it replaced , filed 13 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
$36,006,666 changed to $54,601,590
Total expenses
$34,918,975 changed to $50,907,259
Contributions and grants received
$83,063 changed to $2,687,404
Grants paid
$0 changed to $5,925
Program service revenue
$35,797,910 changed to $51,529,485
Investment income
$23,154 changed to $309,606
Other revenue
$102,539 changed to $75,095
Total assets, end of year
$26,294,933 changed to $30,832,586
Total liabilities, end of year
$7,310,531 changed to $8,153,853
Net assets or fund balances, end of year
$18,984,402 changed to $22,678,733
Program services expenses
$29,825,812 changed to $43,587,521
Management and general expenses
$5,093,163 changed to $7,319,738
Program service expenses (Part III)
$29,825,812 changed to $43,587,521

Listed only on the later return

  • Aj Sterry
  • Daniel Coenen
  • Dave Laffrenzen
  • John Ceelen
  • Kimberly Wolter
  • Kurt Henn
  • Mark Swenson
  • Tracy Henn

Listed under a different title

  • Gerald Oetzel: CFO-GHS (THRU 08/23) then FORMER CHIEF FINANCIAL OFFICER
  • Scott Rathgaber: CEO-GHS then CEO-BGHS
  • Steve Little: CFO-GHS (BEG 08/23) then INTERIM CFO-BGHS (THRU 02/24)

Totals

Total revenue
$54,601,590
Total expenses
$50,907,259
Contributions and grants received
$2,687,404
Grants paid
$5,925
Program service revenue
$51,529,485
Investment income
$309,606
Other revenue
$75,095
Total assets, end of year
$30,832,586
Total liabilities, end of year
$8,153,853
Net assets or fund balances, end of year
$22,678,733
Program services expenses (Part IX)
$43,587,521
Management and general expenses
$7,319,738
Fundraising expenses
$0
Program service expenses (Part III)
$43,587,521

Program services were 85.6% 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

    $1,500,000

  • 1e · Government grants (contributions)

    $660,281

  • 1f · All other contributions, gifts and grants

    $527,123

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $41,964,840 · related or exempt $41,964,840

  • 2b · Program service revenue: PHARMACY REVENUE

    total $9,564,645 · related or exempt $7,484,246 · unrelated business $2,080,399

  • 3 · Investment income

    total $309,606 · excluded $309,606

  • 6a · Gross rents

    real property $22,748

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $22,748

  • 6d · Net rental income or loss

    total $22,748 · excluded $22,748

  • 11a · Other revenue: CAFETERIA REVENUE

    total $30,956 · excluded $30,956

  • 11d · All other revenue

    total $21,391 · excluded $21,391

  • 11e · Other revenue, total

    $52,347

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,925 · program services $5,925

  • 5 · Compensation of officers, directors and key employees

    total $466,208 · management and general $466,208

  • 7 · Other salaries and wages

    total $27,149,295 · program services $24,728,892 · management and general $2,420,403

  • 8 · Pension plan contributions

    total $2,177,233 · program services $2,003,451 · management and general $173,782

  • 9 · Other employee benefits

    total $3,178,428 · program services $2,821,366 · management and general $357,062

  • 10 · Payroll taxes

    total $1,634,170 · program services $1,476,745 · management and general $157,425

  • 11a · Fees: management

    total $1,922,928 · management and general $1,922,928

  • 11c · Fees: accounting

    total $94,460 · management and general $94,460

  • 11g · Fees: other

    total $1,933,024 · program services $1,462,500 · management and general $470,524

  • 12 · Advertising and promotion

    total $57,318 · program services $8,521 · management and general $48,797

  • 13 · Office expenses

    total $731,750 · program services $578,200 · management and general $153,550

  • 14 · Information technology

    total $47,015 · program services $46,705 · management and general $310

  • 16 · Occupancy

    total $589,286 · program services $575,530 · management and general $13,756

  • 17 · Travel

    total $119,570 · program services $113,780 · management and general $5,790

  • 19 · Conferences, conventions and meetings

    total $18,973 · program services $16,416 · management and general $2,557

  • 20 · Interest

    total $15,132 · management and general $15,132

  • 22 · Depreciation, depletion and amortization

    total $1,529,610 · program services $1,473,924 · management and general $55,686

  • 23 · Insurance

    total $111,490 · management and general $111,490

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $7,224,478 · program services $7,224,478

  • 24b · Other expenses: BAD DEBT

    total $652,588 · management and general $652,588

  • 24c · Other expenses: FOOD

    total $485,011 · program services $485,011

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $462,675 · program services $454,558 · management and general $8,117

  • 24e · All other expenses

    total $300,692 · program services $111,519 · management and general $189,173

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,222,385 · end of year $1,215,870

  • 2 · Savings and temporary cash investments

    beginning of year $6,018,304 · end of year $3,156,994

  • 4 · Accounts receivable

    beginning of year $8,392,935 · end of year $9,108,424

  • 7 · Other notes and loans receivable

    beginning of year $18,156 · end of year $14,625

  • 8 · Inventories for sale or use

    beginning of year $910,448 · end of year $1,042,577

  • 9 · Prepaid expenses and deferred charges

    beginning of year $79,474 · end of year $87,810

  • 10a · Land, buildings and equipment: cost or other basis

    $15,177,614

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,688,842

  • 10c · Land, buildings and equipment, net

    beginning of year $9,197,402 · end of year $8,488,772

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $7,252,419

  • 15 · Other assets

    beginning of year $455,829 · end of year $465,095

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,635,194 · end of year $3,050,359

  • 19 · Deferred revenue

    beginning of year $475,208 · end of year $717,362

  • 25 · Other liabilities

    beginning of year $4,200,129 · end of year $4,386,132

  • 27 · Net assets without donor restrictions

    beginning of year $18,984,402 · end of year $22,678,733

Mission and programs · 2023

Mission

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

  • SAINT ELIZABETH'S HOSPITAL OF WABASHA, INC. IS A 163-BED HOSPITAL CAMPUS (25 HOSPITAL BEDS, 100 NURSING HOME BEDS, 38 ASSISTED LIVING APARTMENT BEDS) PROVIDING SERVICES WITHOUT REGARD TO PATIENT RACE, CREED, NATIONAL ORIGIN, ECONOMIC STATUS, OR ABILITY TO PAY. DURING FISCAL YEAR 2024, SAINT ELIZABETH'S HOSPITAL OF WABASHA, INC. HAD PATIENT DAYS OF SERVICE COMPRISED OF 545 ACUTE INPATIENT DAYS, 2,483 SWING BED DAYS, 115 OBSERVATION DAYS, 24,778 NH DAYS, AND 12,186 APARTMENT DAYS. THE HOSPITAL ALSO PROVIDED SERVICES FOR 13,288 CLINIC VISITS, 2,949 EMERGENCY ROOM VISITS, 402 OUTPATIENT SURGERIES AND 5,958 HOME HEALTH VISITS. SEE SCHEDULE H FOR A NON-EXHAUSTIVE LIST OF COMMUNITY BENEFIT PROGRAMS AND DESCRIPTIONS.

    Expenses $43,587,521 · Grants $5,925 · Revenue $49,449,086

As filed on the 2023 return.

Listed in Part VII

  • Paul Fisch

    VICE CHAIR

    Total calculated
    $5,338
    From this org
    $0
    From related orgs
    $5,338
    Other
    $0
    Hours/week
    2

  • Kimberly A Beseler

    DIRECTOR

    Total calculated
    $148,228
    From this org
    $0
    From related orgs
    $113,837
    Other
    $34,391
    Hours/week
    2 + 48 related

  • Dr Michael Ebersold

    DIRECTOR

    Total calculated
    $157,800
    From this org
    $0
    From related orgs
    $157,800
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $157,800 related

  • Lloyd Haas

    DIRECTOR

    Total calculated
    $149,210
    From this org
    $0
    From related orgs
    $130,150
    Other
    $19,060
    Hours/week
    2 + 48 related

  • Andrea L Hauser

    ADMINISTRATOR DIRECTOR

    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

  • Darlene Theismann

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Cindy Denk

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Emily Durand

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Beverly Youngbauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Daniel Coenen

    DIRECTOR/ADMIN. GUNDERSEN TRI-COUNTY

    Total calculated
    $166,936
    From this org
    $0
    From related orgs
    $125,580
    Other
    $41,356
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $120,362 related
    Bonus
    $0
    Other
    $0 + $5,218 related
    Deferred
    $0 + $18,664 related
    Nontaxable benefits
    $0 + $22,692 related
    Filer's total
    $0 + $166,936 related

  • Jim Root

    ADMINISTRATOR

    Total calculated
    $232,630
    From this org
    $0
    From related orgs
    $199,194
    Other
    $33,436
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $197,941 related
    Bonus
    $0
    Other
    $0 + $1,253 related
    Deferred
    $0 + $28,814 related
    Nontaxable benefits
    $0 + $4,622 related
    Filer's total
    $0 + $232,630 related

  • John Wolfe

    FINANCE ADMINISTRATOR

    Total calculated
    $233,578
    From this org
    $0
    From related orgs
    $185,690
    Other
    $47,888
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $172,558 related
    Bonus
    $0 + $5,350 related
    Other
    $0 + $7,782 related
    Deferred
    $0 + $27,391 related
    Nontaxable benefits
    $0 + $20,497 related
    Filer's total
    $0 + $233,578 related

  • Scott Rathgaber

    CEO-BGHS

    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 CFO-BGHS (THRU 02/24)

    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

  • John Ceelen

    CFO-BGHS (BEG 02/24)

    Total calculated
    $0
    Hours/week
    2 + 48 related

  • Kurt Henn

    MANAGER, PHARM, AND PROV LIASION

    Total calculated
    $198,414
    From this org
    $189,864
    From related orgs
    $0
    Other
    $8,550
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,494
    Bonus
    $0
    Other
    $370
    Deferred
    $7,606
    Nontaxable benefits
    $944
    Filer's total
    $198,414

  • Kimberly Wolter

    DIRECTOR, NURSING

    Total calculated
    $186,505
    From this org
    $166,330
    From related orgs
    $0
    Other
    $20,175
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,078
    Bonus
    $0
    Other
    $1,252
    Deferred
    $6,697
    Nontaxable benefits
    $13,478
    Filer's total
    $186,505

  • Aj Sterry

    CRNA

    Total calculated
    $282,683
    From this org
    $271,668
    From related orgs
    $0
    Other
    $11,015
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $263,543
    Bonus
    $6,923
    Other
    $1,202
    Deferred
    $10,817
    Nontaxable benefits
    $198
    Filer's total
    $282,683

  • Mark Swenson

    CRNA

    Total calculated
    $253,919
    From this org
    $235,734
    From related orgs
    $0
    Other
    $18,185
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $234,522
    Bonus
    $0
    Other
    $1,212
    Deferred
    $8,380
    Nontaxable benefits
    $9,805
    Filer's total
    $253,919

  • Tracy Henn

    DIRECTOR OF BUS. OPERATIONS

    Total calculated
    $209,592
    From this org
    $169,230
    From related orgs
    $0
    Other
    $40,362
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,545
    Bonus
    $0
    Other
    $685
    Deferred
    $7,092
    Nontaxable benefits
    $33,270
    Filer's total
    $209,592

  • Dave Laffrenzen

    LEAD PHARMACIST, HOSP. INPAT.

    Total calculated
    $194,352
    From this org
    $163,073
    From related orgs
    $0
    Other
    $31,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,883
    Bonus
    $0
    Other
    $11,190
    Deferred
    $7,057
    Nontaxable benefits
    $24,222
    Filer's total
    $194,352

  • 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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

PART I, LINE 1A
GROSS-UP PAYMENTS RELATED TO EMPLOYEE RECOGNITION ARE INCLUDED IN TAXABLE COMPENSATION FOR ANDREA HAUSER, JOHN WOLFE, JIM ROOT, KIMBERLY BESELER, LLOYD HAAS, DR. MICHAEL EBERSOLD, PAUL FISCH.
PART I, LINE 3
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
PART I, LINE 4B
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990. SCHEDULE J, PART II, COLUMN B. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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.

  • BEL-REGIONAL HOME MEDICAL INC

    C · DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS · WI

  • BG ASSURANCE COMPANY

    C · SELF INSURANCE · CJ

  • GUNDERSEN EDGE LLC

    C · INNOVATION · WI

  • GUNDERSEN LUTHERAN ENVISION LLC

    C · RENEWABLE ENERGY · WI

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202532239349301013

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