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Nonprofiteer
← GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC

Form 990 for tax year 2023

Filed by GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC.

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
$866,304,960 changed to $1,171,831,507
Total expenses
$823,416,379 changed to $1,150,241,528
Contributions and grants received
$671,591 changed to $1,638,313
Grants paid
$835,449 changed to $1,058,753
Program service revenue
$840,315,631 changed to $1,138,641,422
Investment income
$25,048,489 changed to $31,476,411
Other revenue
$269,249 changed to $75,361
Total assets, end of year
$1,008,817,960 changed to $1,116,323,421
Total liabilities, end of year
$1,052,629,778 changed to $1,080,669,545
Net assets or fund balances, end of year
-$43,811,818 changed to $35,653,876
Program services expenses
$771,472,250 changed to $1,067,330,728
Management and general expenses
$51,944,129 changed to $82,910,800
Program service expenses (Part III)
$771,472,250 changed to $1,067,330,728

Listed only on the later return

  • Andrea Werner
  • Douglas Hughes MD
  • Ellen Pedretti-Fendt
  • Eric Dehn
  • Janine Luz
  • Jeffrey M Lawrence MD
  • Jerry Davis MD
  • John Ceelen
  • Kari Adank
  • Krister Mattson
  • Leanne Andersen
  • Lisa Harton
  • Mark S Topolski MD
  • Michael Dolan MD
  • Michelle Micka
  • P Michael Jacobs MD
  • Pamela Maas
  • Peter Vandenhouten
  • Praveen Chopra
  • Robert Holness
  • Robyn Borge MD
  • Shannon Mulligan
  • Stephanie Carroll MD
  • Stephen Shapiro MD
  • Steven Whitford MD
  • William Farrell

Listed under a different title

  • Andrea Hauser RN: Board of Trustees - Chief Nursing Officer and Admin Vice President then BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP
  • Christine Waller MD: Medical VP, Acute Care and Nursing & Systems Practices then MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE
  • Gerald Oetzel: CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23 then FORMER CHIEF FINANCIAL OFFICER
  • Jennifer Kleven MD: Board of Trustees - Chief Medical Officer then BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF
  • Jonathan Zlabek MD: MEDICAL VP, CROSS-FUNCTIONAL CARE THRU 10/23 then MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)
  • Kelley Bahr MD: MEDICAL VICE PRESIDENT, AMBULATORY SERVICES then MEDICAL VP, AMBULATORY SERVICES
  • Marilu Bintz MD: MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS then MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)
  • Mary Kuffel MD: INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE BEGIN 9/23 then INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)
  • Michael McKee: ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES then ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE
  • Scott Rathgaber MD: Board of Trustees - Chief Executive Officer, Chairman then BOARD OF TRUSTEES, CEO, CHAIRMAN
  • Steve Little: INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 then INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)

Totals

Total revenue
$1,171,831,507
Total expenses
$1,150,241,528
Contributions and grants received
$1,638,313
Grants paid
$1,058,753
Program service revenue
$1,138,641,422
Investment income
$31,476,411
Other revenue
$75,361
Total assets, end of year
$1,116,323,421
Total liabilities, end of year
$1,080,669,545
Net assets or fund balances, end of year
$35,653,876
Program services expenses (Part IX)
$1,067,330,728
Management and general expenses
$82,910,800
Fundraising expenses
$0
Program service expenses (Part III)
$1,067,330,728

Program services were 92.8% 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

    $1,124,964

  • 1e · Government grants (contributions)

    $513,349

  • 2a · Program service revenue: SERVICES PROVIDED TO GUNDERSEN

    total $1,136,968,007 · related or exempt $1,136,968,007

  • 2b · Program service revenue: ADMIN. AND TECHNICAL SUPPORT SERVICES

    total $1,673,415 · unrelated business $1,673,415

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $29,806,719 · unrelated business $113,391 · excluded $29,693,328

  • 6a · Gross rents

    real property $1,573,763

  • 6b · Less rental expenses

    real property $1,742,262

  • 6c · Rental income or loss

    real property -$168,499 · personal property $0

  • 6d · Net rental income or loss

    total -$168,499 · excluded -$168,499

  • 7a · Gross sales of assets other than inventory

    other assets $6,558,898

  • 7b · Less cost or other basis and sales expenses

    other assets $4,889,206

  • 7c · Gain or loss

    securities $0 · other assets $1,669,692

  • 7d · Net gain or loss

    total $1,669,692 · excluded $1,669,692

  • 11a · Other revenue: HEALTH SHOP SALES

    total $243,860 · unrelated business $243,860

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $243,860

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,058,753 · program services $1,058,753

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $763,454,673 · program services $711,755,893 · management and general $51,698,780

  • 8 · Pension plan contributions

    total $87,687,915 · program services $81,314,639 · management and general $6,373,276

  • 9 · Other employee benefits

    total $107,065,060 · program services $104,442,536 · management and general $2,622,524

  • 10 · Payroll taxes

    total $46,577,410 · program services $43,404,256 · management and general $3,173,154

  • 11b · Fees: legal

    total $1,369,639 · program services $11,172 · management and general $1,358,467

  • 11c · Fees: accounting

    total $455,874 · management and general $455,874

  • 11d · Fees: lobbying

    total $402,164 · program services $402,164

  • 11f · Fees: investment management

    total $1,631,382 · management and general $1,631,382

  • 11g · Fees: other

    total $25,883,758 · program services $20,069,990 · management and general $5,813,768 · fundraising $0

  • 12 · Advertising and promotion

    total $1,071,791 · management and general $1,071,791

  • 13 · Office expenses

    total $11,365,266 · program services $10,489,322 · management and general $875,944

  • 14 · Information technology

    total $45,703,430 · program services $43,864,941 · management and general $1,838,489

  • 16 · Occupancy

    total $11,498,163 · program services $9,815,090 · management and general $1,683,073

  • 17 · Travel

    total $436,070 · program services $252,045 · management and general $184,025

  • 19 · Conferences, conventions and meetings

    total $525,860 · program services $415,475 · management and general $110,385

  • 20 · Interest

    total $10,243,233 · program services $10,243,233

  • 22 · Depreciation, depletion and amortization

    total $21,071,459 · program services $20,182,657 · management and general $888,802

  • 23 · Insurance

    total $2,842,545 · program services $2,811,029 · management and general $31,516

  • 24a · Other expenses: RECRUITING/EMPLOYEE DEVELOPMENT

    total $3,069,871 · program services $2,218,017 · management and general $851,854

  • 24b · Other expenses: DUES/MEMBERSHIP/LICENSES

    total $1,473,382 · program services $453,242 · management and general $1,020,140

  • 24c · Other expenses: Supplies/Bad Debt

    total $477,355 · program services $477,355

  • 24d · Other expenses: TAXES

    total $88,603 · program services $88,603

  • 24e · All other expenses

    total $4,787,872 · program services $3,560,316 · management and general $1,227,556 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,303,984 · end of year $17,396,934

  • 2 · Savings and temporary cash investments

    beginning of year $66,872,626 · end of year $85,664,430

  • 5 · Loans and receivables from officers and key people

    beginning of year $30,585 · end of year $7,298

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $33,193,171 · end of year $22,537,599

  • 8 · Inventories for sale or use

    beginning of year $13,296,896 · end of year $14,762,676

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,025,696 · end of year $29,749,867

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

    $342,282,800

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

    $210,027,512

  • 10c · Land, buildings and equipment, net

    beginning of year $130,642,641 · end of year $132,255,288

  • 11 · Investments: publicly traded securities

    beginning of year $715,158,334 · end of year $799,095,251

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $11,294,027 · end of year $14,854,078

  • 17 · Accounts payable and accrued expenses

    beginning of year $161,368,473 · end of year $181,395,852

  • 20 · Tax-exempt bond liabilities

    beginning of year $335,685,000 · end of year $325,960,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $555,576,305 · end of year $573,313,693

  • 27 · Net assets without donor restrictions

    beginning of year -$43,811,818 · end of year $35,653,876

Mission and programs · 2023

Mission

SEE Schedule O

Activities or mission (Part I)

TO SUPPORT GUNDERSEN HEALTH SYSTEM'S HEALTH AND OTHER ORGS MISSIONS THROUGHOUT OUR SERVICES AREA, MANAGING THE LARGER PORTION OF BUSINESS SVCS, EDUCATION AND INVESTING.

  • GENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC. AND OTHER AFFILIATES: ADMINISTRATIVE, INFORMATION SYSTEMS, BILLING AND CODING, LAUNDRY, MEDICAL RECORDS, HUMAN RESOURCES, FINANCE, FACILITY OPERATIONS, CENTRAL SERVICES AND OTHER MISCELLANEOUS SERVICES.

    Expenses $1,067,330,728 · Grants $1,058,753 · Revenue $1,138,641,422

As filed on the 2023 return.

Listed in Part VII

  • Andrea Hauser RN

    BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP

    Total calculated
    $338,406
    From this org
    $281,106
    From related orgs
    $0
    Other
    $57,300
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $276,740
    Bonus
    $0
    Other
    $4,366
    Deferred
    $39,569
    Nontaxable benefits
    $17,731
    Filer's total
    $338,406

  • Bryan Erdmann

    BOARD OF TRUSTEES - CHIEF OPERATING OFFICER

    Total calculated
    $484,221
    From this org
    $409,876
    From related orgs
    $0
    Other
    $74,345
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $408,646
    Bonus
    $0
    Other
    $1,230
    Deferred
    $45,225
    Nontaxable benefits
    $29,120
    Filer's total
    $484,221

  • Heather Schimmers RN

    BOARD OF TRUSTEES - PRESIDENT

    Total calculated
    $814,550
    From this org
    $746,172
    From related orgs
    $0
    Other
    $68,378
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $579,789
    Bonus
    $160,770
    Other
    $5,613
    Deferred
    $45,225
    Nontaxable benefits
    $23,153
    Filer's total
    $814,550

  • Scott Rathgaber MD

    BOARD OF TRUSTEES, CEO, CHAIRMAN

    Total calculated
    $1,712,949
    From this org
    $1,644,221
    From related orgs
    $0
    Other
    $68,728
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,274,504
    Bonus
    $200,000
    Other
    $169,717
    Deferred
    $45,225
    Nontaxable benefits
    $23,503
    Filer's total
    $1,712,949

  • Todd Kowalski MD

    BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER

    Total calculated
    $613,182
    From this org
    $538,862
    From related orgs
    $0
    Other
    $74,320
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $536,271
    Bonus
    $2,000
    Other
    $591
    Deferred
    $45,225
    Nontaxable benefits
    $29,095
    Filer's total
    $613,182

  • Jennifer Kleven MD

    BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF

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

    Schedule J breakdown matched by us

    Base
    $379,467
    Bonus
    $0
    Other
    $1,182
    Deferred
    $44,720
    Nontaxable benefits
    $4,977
    Filer's total
    $430,346

  • Christine Waller MD

    MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE

    Total calculated
    $621,501
    From this org
    $542,453
    From related orgs
    $0
    Other
    $79,048
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $537,003
    Bonus
    $0
    Other
    $5,450
    Deferred
    $45,225
    Nontaxable benefits
    $33,823
    Filer's total
    $621,501

  • Daniel Lilly

    SECRETARY

    Total calculated
    $637,294
    From this org
    $567,316
    From related orgs
    $0
    Other
    $69,978
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $501,033
    Bonus
    $60,000
    Other
    $6,283
    Deferred
    $45,225
    Nontaxable benefits
    $24,753
    Filer's total
    $637,294

  • John Ceelen

    CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)

    Total calculated
    $0
    Hours/week
    50

  • Jonathan Zlabek MD

    MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)

    Total calculated
    $471,782
    From this org
    $408,248
    From related orgs
    $0
    Other
    $63,534
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $388,611
    Bonus
    $4,000
    Other
    $15,637
    Deferred
    $45,201
    Nontaxable benefits
    $18,333
    Filer's total
    $471,782

  • Kelley Bahr MD

    MEDICAL VP, AMBULATORY SERVICES

    Total calculated
    $473,538
    From this org
    $427,994
    From related orgs
    $0
    Other
    $45,544
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $422,667
    Bonus
    $0
    Other
    $5,327
    Deferred
    $45,225
    Nontaxable benefits
    $319
    Filer's total
    $473,538

  • Kraig Schuster

    ADMIN VICE PRESIDENT, COMMUNITY

    Total calculated
    $364,011
    From this org
    $306,457
    From related orgs
    $0
    Other
    $57,554
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $302,204
    Bonus
    $0
    Other
    $4,253
    Deferred
    $44,080
    Nontaxable benefits
    $13,474
    Filer's total
    $364,011

  • Marilu Bintz MD

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)

    Total calculated
    $593,038
    From this org
    $539,145
    From related orgs
    $0
    Other
    $53,893
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $501,038
    Bonus
    $0
    Other
    $38,107
    Deferred
    $45,225
    Nontaxable benefits
    $8,668
    Filer's total
    $593,038

  • Mary Kuffel MD

    INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)

    Total calculated
    $293,779
    From this org
    $281,919
    From related orgs
    $0
    Other
    $11,860
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $244,971
    Bonus
    $0
    Other
    $36,948
    Deferred
    $10,186
    Nontaxable benefits
    $1,674
    Filer's total
    $293,779

  • Michael McKee

    ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE

    Total calculated
    $351,145
    From this org
    $281,060
    From related orgs
    $0
    Other
    $70,085
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $279,802
    Bonus
    $0
    Other
    $1,258
    Deferred
    $41,528
    Nontaxable benefits
    $28,557
    Filer's total
    $351,145

  • Michelle Micka

    ASSISTANT TREASURER (BEGIN 3/24)

    Total calculated
    $236,774
    From this org
    $198,978
    From related orgs
    $0
    Other
    $37,796
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,454
    Bonus
    $25,000
    Other
    $2,524
    Deferred
    $24,369
    Nontaxable benefits
    $13,427
    Filer's total
    $236,774

  • 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
    0 + 50 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

  • Rachel Albrecht

    ADMIN VP, AMBULATORY SERVICES

    Total calculated
    $291,476
    From this org
    $235,056
    From related orgs
    $0
    Other
    $56,420
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $227,280
    Bonus
    $0
    Other
    $7,776
    Deferred
    $34,017
    Nontaxable benefits
    $22,403
    Filer's total
    $291,476

  • Robert Holness

    MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24)

    Total calculated
    $597,483
    From this org
    $530,255
    From related orgs
    $0
    Other
    $67,228
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $524,004
    Bonus
    $1,000
    Other
    $5,251
    Deferred
    $45,225
    Nontaxable benefits
    $22,003
    Filer's total
    $597,483

  • Robyn Borge MD

    MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24)

    Total calculated
    $367,783
    From this org
    $320,728
    From related orgs
    $0
    Other
    $47,055
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,833
    Bonus
    $0
    Other
    $5,895
    Deferred
    $44,736
    Nontaxable benefits
    $2,319
    Filer's total
    $367,783

  • Stephanie Neuman MD

    MEDICAL VICE PRESIDENT, AMBULATORY SERVICES

    Total calculated
    $626,088
    From this org
    $553,168
    From related orgs
    $0
    Other
    $72,920
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $552,920
    Bonus
    $0
    Other
    $248
    Deferred
    $45,225
    Nontaxable benefits
    $27,695
    Filer's total
    $626,088

  • Steve Little

    INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)

    Total calculated
    $333,317
    From this org
    $333,317
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $258,317
    Bonus
    $75,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $333,317

  • Tina Lechnir

    ADMIN VP, CROSS-FUNCTIONAL CARE

    Total calculated
    $292,336
    From this org
    $235,892
    From related orgs
    $0
    Other
    $56,444
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $225,630
    Bonus
    $0
    Other
    $10,262
    Deferred
    $33,441
    Nontaxable benefits
    $23,003
    Filer's total
    $292,336

  • Andrea 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 Andersen

    CHIEF PEOPLE OFFICER

    Total calculated
    $627,900
    From this org
    $564,301
    From related orgs
    $0
    Other
    $63,599
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $460,498
    Bonus
    $99,114
    Other
    $4,689
    Deferred
    $41,063
    Nontaxable benefits
    $22,536
    Filer's total
    $627,900

  • Lisa 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 MD

    SOUTHERN CHIEF CLINICAL OFFICER

    Total calculated
    $714,789
    From this org
    $641,369
    From related orgs
    $0
    Other
    $73,420
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $635,594
    Bonus
    $4,000
    Other
    $1,775
    Deferred
    $45,225
    Nontaxable benefits
    $28,195
    Filer's total
    $714,789

  • Praveen Chopra

    CHIEF DIGITAL AND INFORMATION OFFICER

    Total calculated
    $725,955
    From this org
    $654,982
    From related orgs
    $0
    Other
    $70,973
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $559,970
    Bonus
    $50,000
    Other
    $45,012
    Deferred
    $45,225
    Nontaxable benefits
    $25,748
    Filer's total
    $725,955

  • William Farrell

    CHIEF INNOVATION & STRATEGY OFFICER

    Total calculated
    $673,894
    From this org
    $628,350
    From related orgs
    $0
    Other
    $45,544
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $481,600
    Bonus
    $141,200
    Other
    $5,550
    Deferred
    $45,225
    Nontaxable benefits
    $319
    Filer's total
    $673,894

  • Douglas Hughes MD

    MEDICAL DOCTOR

    Total calculated
    $1,171,106
    From this org
    $1,117,078
    From related orgs
    $0
    Other
    $54,028
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,112,004
    Bonus
    $0
    Other
    $5,074
    Deferred
    $32,025
    Nontaxable benefits
    $22,003
    Filer's total
    $1,171,106

  • Jeffrey M Lawrence MD

    MEDICAL DOCTOR

    Total calculated
    $1,303,208
    From this org
    $1,235,980
    From related orgs
    $0
    Other
    $67,228
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,229,704
    Bonus
    $0
    Other
    $6,276
    Deferred
    $45,225
    Nontaxable benefits
    $22,003
    Filer's total
    $1,303,208

  • Jerry Davis MD

    MEDICAL DOCTOR

    Total calculated
    $1,209,836
    From this org
    $1,155,808
    From related orgs
    $0
    Other
    $54,028
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,048,863
    Bonus
    $0
    Other
    $106,945
    Deferred
    $32,025
    Nontaxable benefits
    $22,003
    Filer's total
    $1,209,836

  • Mark S Topolski MD

    MEDICAL DOCTOR

    Total calculated
    $1,392,574
    From this org
    $1,324,346
    From related orgs
    $0
    Other
    $68,228
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,317,080
    Bonus
    $2,000
    Other
    $5,266
    Deferred
    $45,225
    Nontaxable benefits
    $23,003
    Filer's total
    $1,392,574

  • Steven Whitford MD

    MEDICAL DOCTOR

    Total calculated
    $1,126,729
    From this org
    $1,056,501
    From related orgs
    $0
    Other
    $70,228
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,049,337
    Bonus
    $2,000
    Other
    $5,164
    Deferred
    $45,225
    Nontaxable benefits
    $25,003
    Filer's total
    $1,126,729

  • Ellen Pedretti-Fendt

    VP APPLICATION SERVICES

    Total calculated
    $278,530
    From this org
    $220,508
    From related orgs
    $0
    Other
    $58,022
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,171
    Bonus
    $0
    Other
    $1,337
    Deferred
    $32,432
    Nontaxable benefits
    $25,590
    Filer's total
    $278,530

  • Eric Dehn

    VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN

    Total calculated
    $448,672
    From this org
    $381,846
    From related orgs
    $0
    Other
    $66,826
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,856
    Bonus
    $79,250
    Other
    $740
    Deferred
    $45,225
    Nontaxable benefits
    $21,601
    Filer's total
    $448,672

  • Gerald Oetzel

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $573,176
    From this org
    $555,068
    From related orgs
    $0
    Other
    $18,108
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $480,094
    Bonus
    $70,000
    Other
    $4,974
    Deferred
    $12,220
    Nontaxable benefits
    $5,888
    Filer's total
    $573,176

  • Janine Luz

    VICE PRESIDENT LEARNING

    Total calculated
    $344,198
    From this org
    $285,213
    From related orgs
    $0
    Other
    $58,985
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $235,089
    Bonus
    $45,000
    Other
    $5,124
    Deferred
    $41,054
    Nontaxable benefits
    $17,931
    Filer's total
    $344,198

  • Kari Adank

    VICE PRESIDENT COMPLIANCE

    Total calculated
    $376,025
    From this org
    $306,012
    From related orgs
    $0
    Other
    $70,013
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $258,914
    Bonus
    $46,000
    Other
    $1,098
    Deferred
    $44,381
    Nontaxable benefits
    $25,632
    Filer's total
    $376,025

  • Krister Mattson

    VP ENTERPRISE ANALYTICS

    Total calculated
    $414,929
    From this org
    $357,728
    From related orgs
    $0
    Other
    $57,201
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $299,275
    Bonus
    $58,000
    Other
    $453
    Deferred
    $39,590
    Nontaxable benefits
    $17,611
    Filer's total
    $414,929

  • P Michael Jacobs MD

    MEDICAL VICE PRESIDENT

    Total calculated
    $247,883
    From this org
    $209,528
    From related orgs
    $0
    Other
    $38,355
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,868
    Bonus
    $0
    Other
    $49,660
    Deferred
    $30,266
    Nontaxable benefits
    $8,089
    Filer's total
    $247,883

  • Pamela Maas

    FORMER VICE PRESIDENT BUSINESS SERVICES

    Total calculated
    $119,446
    From this org
    $119,446
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $119,446
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $119,446

  • Shannon Mulligan

    VP HR & TOTAL REWARDS

    Total calculated
    $381,999
    From this org
    $330,284
    From related orgs
    $0
    Other
    $51,715
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $272,825
    Bonus
    $53,000
    Other
    $4,459
    Deferred
    $41,582
    Nontaxable benefits
    $10,133
    Filer's total
    $381,999

  • Stephanie Carroll MD

    MEDICAL VICE PRESIDENT

    Total calculated
    $377,749
    From this org
    $312,603
    From related orgs
    $0
    Other
    $65,146
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $312,018
    Bonus
    $0
    Other
    $585
    Deferred
    $38,790
    Nontaxable benefits
    $26,356
    Filer's total
    $377,749

  • Stephen Shapiro MD

    CHIEF MEDICAL FOUNDATION OFFICER

    Total calculated
    $589,136
    From this org
    $519,488
    From related orgs
    $0
    Other
    $69,648
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $518,186
    Bonus
    $0
    Other
    $1,302
    Deferred
    $45,225
    Nontaxable benefits
    $24,423
    Filer's total
    $589,136

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
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 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 1a Housing allowance or residence for personal use
A housing allowance for Scott Rathgaber was included in taxable compensation.
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 I, Line 4b Supplemental nonqualified retirement plan
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 2023: PETER VANDENHOUTEN $37,336

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 3 REALESTATE LLC

    RENTAL · WI · income $0 · assets $6,247,429

    Directly controlled by GLAS

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GUNDERSEN LUTHERAN ENVISION LLC

    C Corporation · RENEWABLE ENERGY · WI

    Directly controlled by NA

  • BEL-REGIONAL HOME MEDICAL INC

    C Corporation · DURABLE MEDICAL EQUIPMENT, RETAIL · WI

    Directly controlled by NA

  • GUNDERSEN EDGE LLC

    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
202512269349303061

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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