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GUNDERSEN CLINIC LTD

EIN 39-1028657 LA CROSSE, WI

Largest nonprofits in Wisconsin

Revenue 2024
$277,202,108
Expenses 2024
$384,539,340

Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E220
Classification
1000
Street
1836 SOUTH AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH, AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY.

Activities or mission (Part I)

SEE SCHEDULE O

  • GUNDERSEN CLINIC, LTD. (THE CLINIC) HAS 700 PHYSICIANS REPRESENTING NEARLY EVERY SPECIALTY SERVING A 21 COUNTY REGION IN WESTERN WISCONSIN, NORTHEASTERN IOWA AND SOUTHEASTERN MINNESOTA. THE CLINIC PROVIDES MEDICAL CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. CHARITY CARE AND/OR FINANCIAL ASSISTANCE IS DETERMINED BASED ON FINANCIAL INFORMATION PROVIDED BY THE PATIENT AND ANALYSIS OF OTHER RELEVANT INFORMATION. THERE WERE APPROXIMATELY 1,257,683 PATIENT ENCOUNTERS FOR FISCAL YEAR 2025 (OCT '24-SEP '25). THE CLINIC PROVIDED UNCOMPENSATED CARE RELATED TO CHARITY AT COST, $2,216,661; MEDICARE, $470,613,243; AND MEDICAID, $129,801,332 FOR THE TOTAL AMOUNT OF $602,631,227 AT COST BASED ON POLICIES AND CONTRACTS ARRANGED TO HELP SUPPORT THE COMMUNITY'S NEEDS. THE $602,631,227 IS THE SUM OF UNREIMBURSED MEDICARE & MEDICAID COST PLUS CHARITY AT COST. ALL OF THESE ARE CALCULATED USING THE SAME METHOD UTILIZED FOR THE HOSPITAL CALCULATION OF CHARITY COST AND UNREIMBURSED MEDICARE AND MEDICAID COSTS. THE COST OF CHARITY IS CALCULATED BY ALLOCATING THE COST TO PROVIDE SERVICES TO A PATIENT BETWEEN ANY PAYMENTS, BAD DEBT, AND CHARITY WRITEOFFS WHERE TOTAL PAYMENTS ARE LESS THAN THE COST OF SERVICES PROVIDED. THE UNREIMBURSED MEDICARE AND MEDICAID COSTS ARE CALCULATED BY COMPARING THE COST OF SERVICES TO MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. THE UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE FOR THOSE SAME PATIENTS. MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. THE UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE FOR THOSE SAME PATIENTS.

    Expenses $354,059,970 · Grants $3,698,019 · Revenue $275,360,595

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Ezana Azene MD

    MEDICAL GOVERNORS, SECRETARY/TREASURER, 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

  • Jennifer Kleven MD

    MEDICAL GOVERNORS, CHAIRMAN

    Total calculated
    $457,834
    From this org
    $0
    From related orgs
    $405,613
    Other
    $52,221
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,840 related
    Bonus
    $0
    Other
    $0 + $773 related
    Deferred
    $0 + $47,659 related
    Nontaxable benefits
    $0 + $4,562 related
    Filer's total
    $0 + $457,834 related

  • Benjamin Jarman MD

    MEDICAL GOVERNORS, MD, (END 9.30.25)

    Total calculated
    $553,946
    From this org
    $0
    From related orgs
    $481,771
    Other
    $72,175
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,801 related
    Bonus
    $0
    Other
    $0 + $4,970 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $23,875 related
    Filer's total
    $0 + $553,946 related

  • Benjamin Orozco MD

    MEDICAL GOVERNORS, MD

    Total calculated
    $494,698
    From this org
    $0
    From related orgs
    $425,500
    Other
    $69,198
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,785 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $715 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $20,898 related
    Filer's total
    $0 + $494,698 related

  • Christopher Eberlein MD

    MEDICAL GOVERNORS, 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

  • David Gerhard MD

    MEDICAL GOVERNORS, MD

    Total calculated
    $398,158
    From this org
    $0
    From related orgs
    $326,571
    Other
    $71,587
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,004 related
    Bonus
    $0
    Other
    $0 + $4,567 related
    Deferred
    $0 + $45,920 related
    Nontaxable benefits
    $0 + $25,667 related
    Filer's total
    $0 + $398,158 related

  • Elizabeth Cogbill MD

    MEDICAL GOVERNORS, 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

  • Paul Bergl

    MEDICAL GOVERNORS, MD, (END 4.30.25)

    Total calculated
    $652,605
    From this org
    $0
    From related orgs
    $577,310
    Other
    $75,295
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,702 related
    Bonus
    $0 + $76,280 related
    Other
    $0 + $36,328 related
    Deferred
    $0 + $47,097 related
    Nontaxable benefits
    $0 + $28,198 related
    Filer's total
    $0 + $652,605 related

  • Stephanie Carroll MD

    MEDICAL GOVERNORS, MD

    Total calculated
    $389,444
    From this org
    $0
    From related orgs
    $322,275
    Other
    $67,169
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,920 related
    Bonus
    $0 + $15,667 related
    Other
    $0 + $688 related
    Deferred
    $0 + $39,470 related
    Nontaxable benefits
    $0 + $27,699 related
    Filer's total
    $0 + $389,444 related

  • Heather Schimmers RN

    EX-OFFICIO, PRESIDENT

    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
    1 + 49 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

  • Scott Rathgaber MD

    CEO

    Total calculated
    $1,397,550
    From this org
    $0
    From related orgs
    $1,324,275
    Other
    $73,275
    Hours/week
    1 + 49 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

  • Ellen Pedretti-Fendt

    VICE PRESIDENT, BUSINESS PARTNERING AND SERVICE DELIVERY

    Total calculated
    $287,792
    From this org
    $0
    From related orgs
    $228,664
    Other
    $59,128
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $226,752 related
    Bonus
    $0
    Other
    $0 + $1,912 related
    Deferred
    $0 + $32,340 related
    Nontaxable benefits
    $0 + $26,788 related
    Filer's total
    $0 + $287,792 related

  • Eric Dehn

    VICE PRESIDENT, DIGITAL SOLUTIONS AND ENTERPRISE ARCHITECTURE

    Total calculated
    $379,114
    From this org
    $0
    From related orgs
    $313,406
    Other
    $65,708
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,797 related
    Bonus
    $0
    Other
    $0 + $609 related
    Deferred
    $0 + $44,118 related
    Nontaxable benefits
    $0 + $21,590 related
    Filer's total
    $0 + $379,114 related

  • Janine Luz-Jensen

    VICE PRESIDENT, TALENT ACQUISITION, TALENT DEVELOPMENT, & LEARNING

    Total calculated
    $298,826
    From this org
    $0
    From related orgs
    $246,063
    Other
    $52,763
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,385 related
    Bonus
    $0
    Other
    $0 + $4,678 related
    Deferred
    $0 + $34,216 related
    Nontaxable benefits
    $0 + $18,547 related
    Filer's total
    $0 + $298,826 related

  • Kari Adank

    VICE PRESIDENT, COMPLIANCE

    Total calculated
    $329,782
    From this org
    $0
    From related orgs
    $269,642
    Other
    $60,140
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,610 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $37,844 related
    Nontaxable benefits
    $0 + $22,296 related
    Filer's total
    $0 + $329,782 related

  • Krister Mattson

    VICE PRESIDENT, ENTERPRISE ANALYTICS AND DATA SCIENCE

    Total calculated
    $361,808
    From this org
    $0
    From related orgs
    $305,605
    Other
    $56,203
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,177 related
    Bonus
    $0
    Other
    $0 + $428 related
    Deferred
    $0 + $38,458 related
    Nontaxable benefits
    $0 + $17,745 related
    Filer's total
    $0 + $361,808 related

  • Marilu Bintz MD

    FORMER MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS

    Total calculated
    $299,787
    From this org
    $0
    From related orgs
    $261,160
    Other
    $38,627
    Hours/week
    0 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,201 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $51,959 related
    Deferred
    $0 + $36,295 related
    Nontaxable benefits
    $0 + $2,332 related
    Filer's total
    $0 + $299,787 related

  • Shannon Mulligan

    VICE PRESIDENT, HR & TOTAL REWARDS

    Total calculated
    $308,448
    From this org
    $0
    From related orgs
    $288,578
    Other
    $19,870
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $232,590 related
    Bonus
    $0
    Other
    $0 + $55,988 related
    Deferred
    $0 + $9,464 related
    Nontaxable benefits
    $0 + $10,406 related
    Filer's total
    $0 + $308,448 related

  • Stephen Shapiro MD

    FORMER CHIEF MEDICAL FOUNDATION OFFICER

    Total calculated
    $612,450
    From this org
    $0
    From related orgs
    $548,480
    Other
    $63,970
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $547,371 related
    Bonus
    $0
    Other
    $0 + $1,109 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $15,670 related
    Filer's total
    $0 + $612,450 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $277,202,108
    Expenses
    $384,539,340
    Contributions
    $1,191,713
    Grants paid
    $3,698,019
  • 2023
    Revenue
    $244,302,568
    Expenses
    $327,479,756
    Contributions
    $1,187,295
    Grants paid
    $3,592,147
  • 2023
    Revenue
    $160,292,970
    Expenses
    $227,793,357
    Contributions
    $779,738
    Grants paid
    $3,747,508
  • 2022
    Revenue
    $202,179,692
    Expenses
    $271,698,125
    Contributions
    $4,099,508
    Grants paid
    $2,491,377

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $170,123,058
    Expenses
    $229,129,867
    Assets (EOY)
    $196,742,108

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $159,193,400
    Expenses
    $269,927,525
    Assets (EOY)
    $210,830,345

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $164,171,225
    Expenses
    $252,921,512
    Assets (EOY)
    $222,201,328

  • 2018 · 990

    Revenue
    $159,351,688
    Expenses
    $243,203,980
    Assets (EOY)
    $195,462,356

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

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

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • GUNDERSEN REGIONAL CLINICS LLC

    HEALTHCARE · WI · income $7,265,565 · assets $11,341,149

Related corporations and trusts on its 2024 return

  • GUNDERSEN LUTHERAN ENVISION LLC

    C CORPORATION · RENEWABLE ENERGY · WI

  • BEL-REGIONAL HOME MEDICAL INC

    C CORPORATION · DURABLE MEDICAL EQUIPMENT, RETAIL · WI

  • GUNDERSEN EDGE LLC

    C CORPORATION · INNOVATION · WI

  • BG ASSURANCE COMPANY

    C CORPORATION · SELF INSURANCE

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.