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Nonprofiteer
← BELLIN GUNDERSEN HEALTH SYSTEM INC

Form 990 for tax year 2024

Filed by BELLIN GUNDERSEN HEALTH SYSTEM INC.

Totals

Total revenue
$627,953
Total expenses
$5,101,112
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$627,953
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)
$5,101,112
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$5,101,112

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 $627,953 · unrelated business $627,953

  • 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.

  • 11c · Fees: accounting

    total $136,000 · program services $136,000

  • 11g · Fees: other

    total $209,502 · program services $209,502 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $4,366 · program services $4,366

  • 14 · Information technology

    total $1,671,065 · program services $1,671,065

  • 22 · Depreciation, depletion and amortization

    total $248,906 · program services $248,906

  • 24a · Other expenses: LEASED EMPLOYEES

    total $1,532,449 · program services $1,532,449

  • 24b · Other expenses: MISCELLANEOUS

    total $671,285 · program services $671,285

  • 24c · Other expenses: PURCHASED SERVICES

    total $541,832 · program services $541,832

  • 24d · Other expenses: TAXES

    total $85,707 · program services $85,707

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    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

    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

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

Mission and programs · 2024

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 $5,101,112

As filed on the 2024 return.

Listed in Part VII

  • Barbara Gilling

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Christopher Eberlein MD

    BOARD OF DIRECTORS, MD

    Total calculated
    $497,005
    From this org
    $0
    From related orgs
    $422,038
    Other
    $74,967
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,239 related
    Bonus
    $0
    Other
    $0 + $4,799 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $26,667 related
    Filer's total
    $0 + $497,005 related

  • Daniel Florness

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Cogbill MD

    BOARD OF DIRECTORS, MD

    Total calculated
    $305,857
    From this org
    $0
    From related orgs
    $262,093
    Other
    $43,764
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,804 related
    Bonus
    $0 + $14,667 related
    Other
    $0 + $3,622 related
    Deferred
    $0 + $33,515 related
    Nontaxable benefits
    $0 + $10,249 related
    Filer's total
    $0 + $305,857 related

  • Ezana Azene MD

    BOARD OF DIRECTORS, MD

    Total calculated
    $966,418
    From this org
    $0
    From related orgs
    $892,143
    Other
    $74,275
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,035 related
    Bonus
    $0 + $182,496 related
    Other
    $0 + $4,612 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $25,975 related
    Filer's total
    $0 + $966,418 related

  • Gerald Arndt

    BOARD OF DIRECTORS, VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • James Rider MD

    BOARD OF DIRECTORS, PHYSICIAN

    Total calculated
    $1,005,971
    From this org
    $0
    From related orgs
    $952,725
    Other
    $53,246
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,435 related
    Bonus
    $0 + $467,882 related
    Other
    $0 + $408 related
    Deferred
    $0 + $21,951 related
    Nontaxable benefits
    $0 + $31,295 related
    Filer's total
    $0 + $1,005,971 related

  • John Dykema

    BOARD OF DIRECTORS, CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • John Lyche

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Karl Schmidt

    BOARD OF DIRECTORS, (END 2.13.25)

    Total calculated
    $0
    Hours/week
    2

  • Michael Alexander

    BOARD OF DIRECTORS, (BEG 2.13.25)

    Total calculated
    $0
    Hours/week
    2

  • Richard Radcliffe

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Saied Assef MD

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Sherri Hoyman Do

    BOARD OF DIRECTORS, CHIEF MEDICAL INFORMATION OFFICER

    Total calculated
    $390,949
    From this org
    $0
    From related orgs
    $343,518
    Other
    $47,431
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,259 related
    Bonus
    $0 + $37,485 related
    Other
    $0 + $774 related
    Deferred
    $0 + $18,646 related
    Nontaxable benefits
    $0 + $28,785 related
    Filer's total
    $0 + $390,949 related

  • Susan Finco

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Teresita Yutuc

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • William Bohn

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Andrea Werner

    CHIEF POPULATION HEALTH OFFICER

    Total calculated
    $443,536
    From this org
    $0
    From related orgs
    $388,587
    Other
    $54,949
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,155 related
    Bonus
    $0 + $66,658 related
    Other
    $0 + $774 related
    Deferred
    $0 + $43,757 related
    Nontaxable benefits
    $0 + $11,192 related
    Filer's total
    $0 + $443,536 related

  • Christine Woleske

    EX-OFFICIO, PRESIDENT, (END 7.1.25)

    Total calculated
    $2,089,672
    From this org
    $0
    From related orgs
    $1,888,539
    Other
    $201,133
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $947,182 related
    Bonus
    $0 + $728,601 related
    Other
    $0 + $212,756 related
    Deferred
    $0 + $185,351 related
    Nontaxable benefits
    $0 + $15,782 related
    Filer's total
    $0 + $2,089,672 related

  • Cindy Lasecki MD

    CHIEF CLINIC OFFICER

    Total calculated
    $560,664
    From this org
    $0
    From related orgs
    $507,647
    Other
    $53,017
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,261 related
    Bonus
    $0 + $114,612 related
    Other
    $0 + $774 related
    Deferred
    $0 + $49,237 related
    Nontaxable benefits
    $0 + $3,780 related
    Filer's total
    $0 + $560,664 related

  • Daniel Lilly

    CHIEF LEGAL OFFICER

    Total calculated
    $692,102
    From this org
    $0
    From related orgs
    $617,635
    Other
    $74,467
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,649 related
    Bonus
    $0 + $97,000 related
    Other
    $0 + $5,986 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $26,167 related
    Filer's total
    $0 + $692,102 related

  • Heather Schimmers RN

    REGIONAL PRESIDENT, EX-OFFICIO

    Total calculated
    $914,152
    From this org
    $0
    From related orgs
    $841,877
    Other
    $72,275
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,010 related
    Bonus
    $0 + $198,913 related
    Other
    $0 + $4,954 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $23,975 related
    Filer's total
    $0 + $914,152 related

  • John Ceelen

    CHIEF FINANCIAL OFFICER

    Total calculated
    $782,368
    From this org
    $0
    From related orgs
    $728,316
    Other
    $54,052
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $598,104 related
    Bonus
    $0 + $129,468 related
    Other
    $0 + $744 related
    Deferred
    $0 + $29,147 related
    Nontaxable benefits
    $0 + $24,905 related
    Filer's total
    $0 + $782,368 related

  • Leanne Andersen

    CHIEF PEOPLE OFFICER

    Total calculated
    $752,236
    From this org
    $0
    From related orgs
    $680,422
    Other
    $71,814
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,734 related
    Bonus
    $0 + $116,418 related
    Other
    $0 + $5,270 related
    Deferred
    $0 + $43,827 related
    Nontaxable benefits
    $0 + $27,987 related
    Filer's total
    $0 + $752,236 related

  • Lisa Harton

    CHIEF QUALITY OFFICER

    Total calculated
    $469,453
    From this org
    $0
    From related orgs
    $407,895
    Other
    $61,558
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,819 related
    Bonus
    $0 + $70,662 related
    Other
    $0 + $414 related
    Deferred
    $0 + $47,759 related
    Nontaxable benefits
    $0 + $13,799 related
    Filer's total
    $0 + $469,453 related

  • Michael Dolan MD

    CHIEF CLINICAL OFFICER

    Total calculated
    $815,309
    From this org
    $0
    From related orgs
    $737,919
    Other
    $77,390
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $636,335 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $29,090 related
    Filer's total
    $0 + $815,309 related

  • Michelle Micka

    VICE PRESIDENT, FINANCE & ACCOUNTING

    Total calculated
    $451,686
    From this org
    $0
    From related orgs
    $379,411
    Other
    $72,275
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,568 related
    Bonus
    $0
    Other
    $0 + $4,843 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $23,975 related
    Filer's total
    $0 + $451,686 related

  • Peter Vandenhouten

    SR VP LEGAL COUNSEL

    Total calculated
    $715,069
    From this org
    $0
    From related orgs
    $629,937
    Other
    $85,132
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,252 related
    Bonus
    $0 + $182,656 related
    Other
    $0 + $40,029 related
    Deferred
    $0 + $69,350 related
    Nontaxable benefits
    $0 + $15,782 related
    Filer's total
    $0 + $715,069 related

  • Praveen Chopra

    CHIEF DIGITAL AND INFORMATION OFFICER

    Total calculated
    $795,647
    From this org
    $0
    From related orgs
    $717,801
    Other
    $77,846
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $602,977 related
    Bonus
    $0 + $106,400 related
    Other
    $0 + $8,424 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $29,546 related
    Filer's total
    $0 + $795,647 related

  • Scott Rathgaber MD

    CHIEF EXECUTIVE OFFICER, EX-OFFICIO

    Total calculated
    $1,397,550
    From this org
    $0
    From related orgs
    $1,324,275
    Other
    $73,275
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,278,368 related
    Bonus
    $0
    Other
    $0 + $45,907 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $24,975 related
    Filer's total
    $0 + $1,397,550 related

  • William Farrell

    CHIEF STRATEGY & INNOVATION OFFICER

    Total calculated
    $644,065
    From this org
    $0
    From related orgs
    $595,426
    Other
    $48,639
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,426 related
    Bonus
    $0 + $103,225 related
    Other
    $0 + $4,775 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $339 related
    Filer's total
    $0 + $644,065 related

  • Steve Little

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $209,856
    From this org
    $0
    From related orgs
    $209,856
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $209,856 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $209,856 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

  • 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 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN FOR CALENDAR YEAR 2024: JOHN CEELEN LISA HARTON CINDY LASECKI, MD CHRISTINE WOLESKE PETER VANDENHOUTEN ANDREA WERNER 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 2024: CHRISTINE WOLESKE $201,125 PETER VANDENHOUTEN $39,255
SCHEDULE J, PART I, LINE 3
ALL PERSONNEL SERVICES ARE PERFORMED BY EMPLOYEES OF 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

    Directly controlled by NA

  • BEL-REGIONAL HOME MEDICAL INC

    C CORPORATION · DURABLE MEDICAL EQUIPMENT, RETAIL · WI

    Directly controlled by NA

  • BG ASSURANCE COMPANY

    C CORPORATION · SELF INSURANCE · CJ

    Directly controlled by NA

  • GUNDERSEN EDGE LLC

    C CORPORATION · INNOVATION · WI

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
14 August 2026
IRS schema version
2024v5.1
Source object
202632269349301908

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