2023-11-14T10:31:47+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2022-01-01 391866425 Gundersen Lutheran Health System Inc GUND 6087827300 1836 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 STEVE LITTLE INTERIM CFO 2023-11-14 true STEVE LITTLE 999009999 Emily Upstrom P01765498 4142748740 2023-11-06 2022 2023-04-26 12:10:37Z SCOTT RATHGABER MD 1836 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 8553793 false X WWW.GUNDERSENHEALTH.ORG X 1996 WI SEE SCHEDULE O. 6 0 0 0 0 0 1272000 8411785 0 0 2 0 0 142008 1272002 8553793 0 0 0 0 0 0 0 0 0 406710 0 406710 0 865292 8553793 41136564 45094960 0 0 41136564 45094960 SEE SCHEDULE O. false false 0 0 0 GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. PROVIDES SUPPORT TO AN INTEGRATED HEALTH SYSTEM WITH LOCAL ACCESS IN THE PRIMARILY RURAL REGION OF WEST CENTRAL WISCONSIN, SOUTHEAST MINNESOTA AND NORTHEAST IOWA. GUNDERSEN LUTHERAN HEALTH SYSTEM INC.'S AFFILIATES COMPREHENSIVE RANGE OF SERVICES INCLUDE INPATIENT, CLINICAL BEHAVIORAL HEALTH, DIAGNOSTIC, EMERGENCY AND OTHER SERVICES IN NUMEROUS MEDICAL SPECIALTIES. 0 true true false true false false false false false false true false true false true false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true X 0 0 0 true true false false false false false false false false false false false X 6 0 true false true false false false false true true false false true true true true true true true true false WI X STEVE LITTLE 6087827300 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 ANDREA HAUSER BOARD OF TRUSTEES-CNO, ADMIN VP NURSING & SYSTEM PRACTICES 2.0 45.0 X X 0 244113 51032 BRYAN ERDMANN BOARD OF TRUSTEES - CHIEF OPERATING OFFICER 2.0 46.5 X X 0 316306 72463 GERALD ARNDT BOARD OF TRUSTEES - VICE CHAIR 2.0 6.0 X X 0 0 0 GLENA TEMPLE PHD BOARD OF TRUSTEES - SECRETARY (THRU 11/22) 2.0 4.0 X X 0 0 0 HEATHER SCHIMMERS BOARD OF TRUSTEES - PRESIDENT 2.0 47.0 X X 0 514939 58135 ROBYN BORGE MD BOARD OF TRUSTEES-CHIEF MEDICAL OFFICER 2.0 46.0 X X 0 306023 46630 SCOTT RATHGABER MD BOARD OF TRUSTEES - CEO, CHAIRMAN 2.0 46.0 X X 0 1020916 67219 TODD KOWALSKI MD BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER 2.0 44.0 X X 0 473806 72811 BENJAMIN JARMAN MD BOARD OF TRUSTEES - MEMBER (THRU 11/22) 2.0 46.0 X 0 501955 58135 CHRIS EBERLEIN MD BOARD OF TRUSTEES - MEMBER 2.0 46.0 X 0 387958 67719 DAN FLORNESS BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 EZANA AZENE MD BOARD OF TRUSTEES - MEMBER 2.0 42.0 X 0 967909 73469 JENNIFER KLEVEN MD BOARD OF TRUSTEES - MEMBER (THRU 11/22) 2.0 46.0 X 0 361979 47577 JOHN LYCHE BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 MARK GLENDENNING BOARD OF TRUSTEES - MEMBER (THRU 11/22) 2.0 4.0 X 0 0 0 RICHARD RADCLIFFE BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 TITA YUTUC BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 CHRISTINE WALLER MD MED VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 2.0 46.0 X 0 520081 77227 DANIEL LILLY GENERAL COUNSEL, SECRETARY 2.0 44.0 X 0 491361 68219 GERALD OETZEL CFO, TREASURER 2.0 47.0 X 0 615642 52651 JONATHAN ZLABEK MD MEDICAL VP, CROSS-FUNCTIONAL CARE 2.0 44.0 X 0 461310 68469 KELLEY BAHR MD MEDICAL VP, AMBULATORY SERVICES 2.0 44.0 X 0 393507 44275 KRAIG SCHUSTER ADMIN VP, COMMUNITY 2.0 46.0 X 0 284169 53972 MARILU BINTZ MD MED VP, COMM AND CMO-CRITICAL ACCESS HOSP 2.0 48.0 X 0 620762 52634 MARY ELLEN MCCARTNEY CHIEF HUMAN RESOURCES OFFICER 2.0 46.0 X 0 384407 59267 MICHAEL DOLAN MD EXEC VP, MEDICAL COO 2.0 46.0 X 0 636281 71911 MICHAEL MCKEE ADMIN VP, ACUTE CARE AND NURSING AND SYSTEMS 2.0 46.0 X 0 270756 67960 PRAVEEN CHOPRA CHIEF INFORMATION OFFICER 2.0 46.0 X 0 509283 73161 RACHEL ALBRECHT ADMIN VP, AMBULATORY SERVICES 2.0 44.8 X 0 151435 46902 STEPHANIE NEUMAN MD MEDICAL VP, AMBULATORY SERVICES 2.0 46.0 X 0 472535 71411 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 2.0 50.0 X 0 498943 71269 TINA LECHNIR ADMIN VP, CROSS-FUNCTIONAL CARE 2.0 44.0 X 0 58446 10925 WILLIAM FARRELL CHIEF BUSINESS AND STRATEGY OFFICER 2.0 47.5 X 0 437724 44275 ELLEN PEDRETTI-FENDT VICE PRESIDENT APPLICATION SERVICES 0.0 40.0 X 0 203686 54866 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 0.0 40.0 X 0 260080 37379 JACK SCHWARTZ VICE PRESIDENT FOUNDATION 0.0 40.0 X 0 215332 38237 JANINE LUZ VICE PRESIDENT LEARNING 0.0 40.0 X 0 229446 51353 KARI ADANK VICE PRESIDENT COMPLIANCE 0.0 40.0 X 0 236819 59638 KRISTER MATTSON VICE PRESIDENT ENTERPRISE ANALYTICS 0.0 40.0 X 0 298053 51698 MARY KUFFEL MD MEDICAL VICE PRESIDENT 0.0 40.0 X 0 538187 45667 P MICHAEL JACOBS DPM MEDICAL VICE PRESIDENT 0.0 40.0 X 0 461210 67702 PAMELA MAAS VICE PRESIDENT BUSINESS SERVICES 0.0 40.0 X 0 274453 32393 SHANNON MULLIGAN VP HR & TOTAL REWARDS 0.0 40.0 X 0 264842 35571 DOUGLAS HUGHES MD MEDICAL DOCTOR 0.0 40.0 X 0 1080521 53519 JEFFREY LAWRENCE MD MEDICAL DOCTOR 0.0 40.0 X 0 1152244 65719 JERRY DAVIS MD MEDICAL DOCTOR 0.0 40.0 X 0 1103855 53519 KURT ZIEGELBEIN MD MEDICAL DOCTOR 0.0 40.0 X 0 998787 68569 MARK TOPOLSKI MD MEDICAL DOCTOR 0.0 40.0 X 0 1111397 58135 STEPHANIE CARROLL MD FORMER MEDICAL VP THRU 20 0.0 40.0 X 0 297599 63310 0 20629057 2386993 0 true true false 0 8411785 8411785 0 0 0 0 0 0 0 0 0 INCOME TAXES 142008 142008 0 0 0 0 142008 8553793 0 0 142008 0 0 0 0 0 0 0 0 0 0 0 0 0 0 135545 135545 142008 0 0 0 0 0 0 0 0 3145567 3239077 0 37855452 41578330 41136564 45094960 0 0 0 0 0 0 X 41136564 45094960 41136564 45094960 41136564 45094960 X 8553793 -4595397 X false true X true false X X 2 GUNDERSEN LUTHERAN MEDICAL CENTER INC 390813416 3 true 0 0 GUNDERSEN CLINIC LTD 391028657 3 true 0 0 2 0 0 true false false false false true false false false false false false false false false true Schedule A, Part I, Line 12g INFORMATION ON SUPPORTED ORGANIZATIONS GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. PROVIDES SUPPORT TO EACH OF THE ORGANIZATIONS LISTED; HOWEVER, SUCH SERVICES CANNOT BE EASILY QUANTIFIED IN DOLLAR-BASED TERMS. Schedule A, Part IV, Section A, Line 6 Support to other supported orgs SERVICES PROVIDED BY SUPPORTING, OPERATING FOR BENEFIT OF, PERFORMING THE FUNCTIONS OF, AND CARRYING OUT THE CHARITABLE PURPOSES OF GUNDERSEN LUTHERAN HEALTH SYSTEM AFFILIATES. THE ORGANIZATION SUPPORTS THE GUNDERSEN LUTHERAN HEALTH SYSTEM AFFILIATES' PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH, AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 242027 0 242027 0 2564277341 0 2564519368 0 1000000 0 250000 0 0 0 0 1000000 1000000 1000000 0 3000000 4500000 0 0 0 0 0 250000 250000 250000 0 750000 1125000 0 0 0 Schedule C, Part II-A AFFILIATED ORGANIZATIO ORGANIZATION NAME: GUNDERSEN LUTHERAN ADMINISTRATIVE SVS ADDRESS: 1910 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-1606449 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 235,832. TOTAL LOBBYING EXPENDITURES: 235,832. OTHER EXEMPT PURPOSE EXPENDITURES: 1,001,055,088. TOTAL EXEMPT PURPOSE EXPENDITURES: 1,001,290,920. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATIONS (CONT'D) ORGANIZATION NAME: GUNDERSEN CLINIC, LTD ADDRESS: 1836 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-1028657 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 6,195. TOTAL LOBBYING EXPENDITURES: 6,195. OTHER EXEMPT PURPOSE EXPENDITURES: 271,691,930. TOTAL EXEMPT PURPOSE EXPENDITURES: 271,698,125. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATIONS (CONT'D) ORGANIZATION NAME: GUNDERSEN LUTHERAN HEALTH SYSTEM, INC ADDRESS: 1836 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-1866425 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: NONE TOTAL LOBBYING EXPENDITURES: NONE OTHER EXEMPT PURPOSE EXPENDITURES: NONE. TOTAL EXEMPT PURPOSE EXPENDITURES: NONE. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATIONS (CONT'D) ORGANIZATION NAME: GUNDERSEN LUTHERAN MEDICAL CENTER, INC ADDRESS: 1910 SOUTH AVENUE LA CROSSE, WI 54601 EIN: 39-0813416 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: NONE TOTAL LOBBYING EXPENDITURES: NONE OTHER EXEMPT PURPOSE EXPENDITURES: 1,291,530,323. TOTAL EXEMPT PURPOSE EXPENDITURES: 1,291,530,323. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: GUNDERSEN LUTHERAN ENVISION 3237577 F GUNDERSEN CLINIC, LTD 1500 F 3239077 QUARTZ HEALTH PLAN CORPORATION 11045075 QUARTZ HOLDING COMPANY 29610986 WINONA AREA AMBULANCE SERVICE 873658 GUNDERSEN AT HOME 48611 LT INVESTMENT IN VHA/CAPTIS 41578330 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote INCOME TAX FOOTNOTE (DOLLARS IN THOUSANDS) THE SYSTEM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), WITH THE EXCEPTION OF GUNDERSEN LUTHERAN ENVISION, LLC, WHICH IS A FOR-PROFIT ENTITY. At November 30, 2022 and December 31, 2021, net deferred tax assets of $7,351 and $7,545, respectively, which primarily are related to net operating loss carryforwards, have valuation allowances of $7,351 and $7,545, respectively, recorded against them due to the uncertainty of realizing those benefits in the future. At November 30, 2022, the System's federal net operating loss carryforwards were approximately $27,800, and the state net operating loss carryforwards were approximately $25,700, which will expire between 2031 and 2040. THE SYSTEM HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS. THE SYSTEM'S INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR 2018 and prior years. false false false false false false false ROBYN BORGE MD BOARD OF TRUSTEES-CHIEF MEDICAL OFFICER 0 301500 0 100 0 4423 0 44080 0 2550 0 352653 0 0 BRYAN ERDMANN BOARD OF TRUSTEES - CHIEF OPERATING OFFICER 0 312047 0 0 0 4259 0 44225 0 28238 0 388769 0 0 ANDREA HAUSER BOARD OF TRUSTEES-CNO, ADMIN VP NURSING & SYSTEM PRACTICES 0 240231 0 0 0 3882 0 33786 0 17246 0 295145 0 0 TODD KOWALSKI MD BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER 0 468479 0 4500 0 827 0 44225 0 28586 0 546617 0 0 SCOTT RATHGABER MD BOARD OF TRUSTEES - CEO, CHAIRMAN 0 1015579 0 180 0 5157 0 44225 0 22994 0 1088135 0 0 HEATHER SCHIMMERS BOARD OF TRUSTEES - PRESIDENT 0 509659 0 0 0 5280 0 44225 0 13910 0 573074 0 0 CHRIS EBERLEIN MD BOARD OF TRUSTEES - MEMBER 0 379772 0 3000 0 5186 0 44225 0 23494 0 455677 0 0 BENJAMIN JARMAN MD BOARD OF TRUSTEES - MEMBER (THRU 11/22) 0 495141 0 0 0 6814 0 44225 0 13910 0 560090 0 0 JENNIFER KLEVEN MD BOARD OF TRUSTEES - MEMBER (THRU 11/22) 0 358763 0 3000 0 216 0 43395 0 4182 0 409556 0 0 EZANA AZENE MD BOARD OF TRUSTEES - MEMBER 0 960845 0 2000 0 5064 0 44225 0 29244 0 1041378 0 0 RACHEL ALBRECHT ADMIN VP, AMBULATORY SERVICES 0 141471 0 100 0 9864 0 22658 0 24244 0 198337 0 0 KELLEY BAHR MD MEDICAL VP, AMBULATORY SERVICES 0 386333 0 2110 0 5064 0 44225 0 50 0 437782 0 0 MARILU BINTZ MD MED VP, COMM AND CMO-CRITICAL ACCESS HOSP 0 614741 0 210 0 5811 0 44225 0 8409 0 673396 0 0 PRAVEEN CHOPRA CHIEF INFORMATION OFFICER 0 462246 0 0 0 47037 0 44225 0 28936 0 582444 0 0 MICHAEL DOLAN MD EXEC VP, MEDICAL COO 0 631023 0 4500 0 758 0 44225 0 27686 0 708192 0 0 WILLIAM FARRELL CHIEF BUSINESS AND STRATEGY OFFICER 0 432308 0 0 0 5416 0 44225 0 50 0 481999 0 0 DANIEL LILLY GENERAL COUNSEL, SECRETARY 0 485361 0 0 0 6000 0 44225 0 23994 0 559580 0 0 MARY ELLEN MCCARTNEY CHIEF HUMAN RESOURCES OFFICER 0 383356 0 0 0 1051 0 44225 0 15042 0 443674 0 0 MICHAEL MCKEE ADMIN VP, ACUTE CARE AND NURSING AND SYSTEMS 0 270131 0 0 0 625 0 40054 0 27906 0 338716 0 0 STEPHANIE NEUMAN MD MEDICAL VP, AMBULATORY SERVICES 0 472163 0 0 0 372 0 44225 0 27186 0 543946 0 0 GERALD OETZEL CFO, TREASURER 0 609991 0 0 0 5651 0 44225 0 8426 0 668293 0 0 KRAIG SCHUSTER ADMIN VP, COMMUNITY 0 281574 0 160 0 2435 0 40632 0 13340 0 338141 0 0 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 0 493829 0 4650 0 464 0 44225 0 27044 0 570212 0 0 CHRISTINE WALLER MD MED VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 0 511659 0 3000 0 5422 0 44225 0 33002 0 597308 0 0 JONATHAN ZLABEK MD MEDICAL VP, CROSS-FUNCTIONAL CARE 0 451746 0 4500 0 5064 0 44225 0 24244 0 529779 0 0 STEPHANIE CARROLL MD FORMER MEDICAL VP THRU 20 0 297576 0 0 0 23 0 37717 0 25593 0 360909 0 0 KARI ADANK VICE PRESIDENT COMPLIANCE 0 236696 0 0 0 123 0 34829 0 24809 0 296457 0 0 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 0 239619 0 0 0 20461 0 25231 0 12148 0 297459 0 0 P MICHAEL JACOBS DPM MEDICAL VICE PRESIDENT 0 456496 0 0 0 4714 0 44225 0 23477 0 528912 0 0 MARY KUFFEL MD MEDICAL VICE PRESIDENT 0 529412 0 2000 0 6775 0 44225 0 1442 0 583854 0 0 JANINE LUZ VICE PRESIDENT LEARNING 0 225078 0 110 0 4258 0 33108 0 18245 0 280799 0 0 PAMELA MAAS VICE PRESIDENT BUSINESS SERVICES 0 223112 0 110 0 51231 0 32351 0 42 0 306846 0 0 KRISTER MATTSON VICE PRESIDENT ENTERPRISE ANALYTICS 0 277987 0 0 0 20066 0 36521 0 15177 0 349751 0 0 SHANNON MULLIGAN VP HR & TOTAL REWARDS 0 241408 0 20000 0 3434 0 31502 0 4069 0 300413 0 0 ELLEN PEDRETTI-FENDT VICE PRESIDENT APPLICATION SERVICES 0 202996 0 160 0 530 0 30015 0 24851 0 258552 0 0 JACK SCHWARTZ VICE PRESIDENT FOUNDATION 0 212018 0 0 0 3314 0 29814 0 8423 0 253569 0 0 JERRY DAVIS MD MEDICAL DOCTOR 0 1099163 0 0 0 4692 0 32025 0 21494 0 1157374 0 0 DOUGLAS HUGHES MD MEDICAL DOCTOR 0 1075829 0 0 0 4692 0 32025 0 21494 0 1134040 0 0 JEFFREY LAWRENCE MD MEDICAL DOCTOR 0 1147530 0 0 0 4714 0 44225 0 21494 0 1217963 0 0 MARK TOPOLSKI MD MEDICAL DOCTOR 0 1106659 0 0 0 4738 0 44225 0 13910 0 1169532 0 0 KURT ZIEGELBEIN MD MEDICAL DOCTOR 0 993745 0 0 0 5042 0 44225 0 24344 0 1067356 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. THEREFORE THE AMOUNTS REPORTED ON SCHEDULE J REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Form 990, Part I, Line 1 ORGANIZATION'S MISSION PURPOSE OF PROMOTING HEALTH CARE BY SUPPORTING, OPERATING FOR THE BENEFIT OF, PERFORMING THE FUNCTIONS OF AND CARRYING OUT THE CHARITABLE PURPOSES OF GLHS, INC.'S AFFILIATES AS LONG AS SUCH ORGANIZATIONS ARE DESCRIBED IN SECTION 501(C)(3) AND SECTIONS 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. Form 990, Part III, Line 1 TO SUPPORT GUNDERSEN LUTHERAN MEDICAL CENTER, INC. AND GUNDERSEN CLINIC, LTD. AND/OR THEIR AFFILIATES' PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SEC 509(A)(3) OF THE IRC; TO ENGAGE IN ACTIVITIES RELATING TO THE AFOREMENTIONED PURPOSES, INCLUDING THE POWER TO ACQUIRE/RECEIVE FUNDS AND PROPERTY OF EVERY KIND AND TO INVEST IN, RECEIVE, HOLD, USE AND DISPOSE OF ALL PROPERTY, REAL OR PERSONAL, TO CARRY INTO EFFECT THE AFOREMENTIONED PURPOSES. Form 990, Part V, Line 1a AND 2 ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. AND ALL PAYMENTS TO VENDORS ARE MADE BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. HENCE LINES 1 & 2 INDICATE ZERO (0) FILINGS. Form 990, Part VI, Line 2 BUSINESS RELATIONSHIP MARK GLENDENNING AND GERALD ARNDT - BUSINESS RELATIONSHIP Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. THE COMPENSATION OF THE CEO IS DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THEIR DETERMINATION IS MADE AFTER A REVIEW OF MARKET DATA OBTAINED FROM SEVERAL ORGANIZATIONS AND CEO PERFORMANCE. MEETING MINUTES ARE TAKEN WHERE SUCH DISCUSSIONS TAKE PLACE. RECOMMENDATIONS FOR COMPENSATION FOR THE ORGANIZATION'S KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER REVIEW OF PERFORMANCE AND COMPARABLE MARKET DATA. THE PROPOSED SALARIES ARE INDEPENDENTLY REVIEWED BY AN OUTSIDE AUDITING FIRM. THE COMPENSATION RECOMMENDATIONS, AUDIT REPORTS, ALONG WITH THE MARKET DATA, ARE PRESENTED TO A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THE COMPENSATION AMOUNTS ARE NOT EFFECTIVE UNTIL THE BOARD COMMITTEE APPROVES THEM. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES. Form 990, Part VI, Line 4 Significant changes to organizational documents GUNDERSEN AND BELLIN HEALTH SYSTEMS, INC. (BELLIN), EACH A WISCONSIN NONPROFIT, NON-STOCK CORPORATION, ENTERED INTO A COMBINATION AGREEMENT DATED JULY 29, 2022 (THE AGREEMENT), TO ALIGN THEIR RESPECTIVE OPERATIONS AND TO FORM A SINGLE NONPROFIT HEALTH SYSTEM THROUGH THE CREATION OF BELLIN GUNDERSEN HEALTH SYSTEM, INC., A WISCONSIN NONPROFIT, NON-STOCK CORPORATION (BELLIN GUNDERSEN). ON DECEMBER 1, 2022, UPON CONSUMMATION OF THE ALIGNMENT OF THE TWO SYSTEMS (THE AFFILIATION), BELLIN GUNDERSEN BECAME THE SOLE CORPORATE MEMBER OF BOTH BELLIN AND GUNDERSEN. BELLIN AND GUNDERSEN AND THEIR RESPECTIVE AFFILIATES ARE EXPECTED TO MAINTAIN THEIR RESPECTIVE CORPORATE EXISTENCE. IN DECEMBER 2022, THE BYLAWS OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. WERE AMENDED AND RESTATED TO UPDATE THE SOLE CORPORATE MEMBER TO BELLIN GUNDERSEN HEALTH SYSTEM, INC. THE BYLAWS WERE ALSO UPDATED TO SPECIFY THE POWERS RETAINED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. THE CHIEF EXECUTIVE OFFICER OF BELLIN GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. RETAINS AUTHORITY TO APPROVE ANY SIGNIFICANT CHANGES TO THE CORPORATION. SUBJECT TO THE RESERVED POWERS SPECIFIED IN THE BYLAWS, THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY ITS BOARD OF TRUSTEES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WILL BE AVAILABLE FOR ALL BOARD MEMBERS AT A BOARD MEETING AND THE GUNDERSEN LUTHERAN HEALTH SYSTEM FINANCE COMMITTEE RECEIVES A COPY OF THE 990 BEFORE FILING AND UPON FURTHER REVIEW FROM THE CFO AND/OR THE EXECUTIVE DIRECTOR FINANCE, THE 990S ARE APPROVED AND FILED. Form 990, Part VI, Line 12c Conflict of interest policy EACH MEMBER OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S GOVERNING BOARD SIGNS A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. CONFLICTS ARE MONITORED BY REVIEWING ANY DISCLOSURES MADE ON THESE STATEMENTS. Form 990, Part VI, Line 19 Required documents available to the public REQUESTS FOR ALL DOCUMENTS ARE MADE THROUGH THE LEGAL DEPARTMENT, AND APPROPRIATE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION IN THE LEGAL DEPARTMENT. A COPY OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S FORM 990 CAN ALSO BE FOUND ELECTRONICALLY ON WWW.GUIDESTAR.ORG. Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY OF GUNDERSEN LUTHERAN ENVISION - 93510; EQUITY OF GUNDERSEN AT HOME - -77421; EQUITY IN WINONA AMBULANCE - -14774; EQUITY OF UNCONSOLIDATED AFFILIATES - -4596712; GUNDERSEN EDGE LLC 1836 SOUTH AVE LA CROSSE WI 54601 921783811 INNOVATION WI 0 0 GLHS GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 HEALTHCARE WI 501(c)(3) 3 GLHS false GUNDERSEN CLINIC LTD 1836 SOUTH AVENUE LA CROSSE WI 54601 391028657 HEALTHCARE WI 501(c)(3) 3 GLHS false GUNDERSEN LUTHERAN ADM SERVICES INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391606449 SUPPORTING ORG WI 501(c)(3) Type II GLHS false GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 FOUNDATION WI 501(c)(3) 7 GLHS false GUNDERSEN LUTHERAN CREDENTIALING SVS INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391856898 CREDENTIALING WI 501(c)(3) Type III-FI GLHS false TRI-COUNTY MEMORIAL HOSPITAL INC 18601 LINCOLN STREET WHITEHALL WI 54773 390704510 HEALTHCARE WI 501(c)(3) 3 GLHS false HARMONY COMMUNITY HEALTHCARE INC 815 MAIN AVENUE HARMONY MN 55939 410711606 HEALTHCARE MN 501(c)(3) 10 GLHS false TWEETEN LUTHERAN HEALTHCARE CENTER INC 125 FIFTH AVENUE SE SPRING GROVE MN 55974 411565003 HEALTHCARE MN 501(c)(3) 10 GLHS false TRI-STATE AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391965415 MEDICAL TRANSPORT WI 501(c)(3) 3 GLHS false TRI-STATE REGIONAL AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391962965 MEDICAL TRANSPORT WI 501(c)(3) 10 GLHS false LUTHERAN REAL ESTATE HOLDING CORPORATION 1910 SOUTH AVENUE LA CROSSE WI 54601 391480826 HOUSING WI 501(c)(3) Type III-FI GLHS false COMMUNITY HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391586700 INDEPENDENT LIVING WI 501(c)(3) 10 LREH CORP false LUTHERAN HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391751934 INDEPENDENT LIVING WI 501(c)(3) 10 LREH CORP false ST JOSEPH'S HEALTH SERVICES INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 HEALTHCARE WI 501(c)(3) 3 GLHS false ST JOSEPH'S MEMORIAL FOUNDATION INC 400 WATER AVENUE HILLSBORO WI 54634 391455787 FOUNDATION WI 501(c)(3) Type I ST JO HTH SV false TRI-COUNTY MEMORIAL FOUNDATION INC 18601 LINCOLN STREET WHITEHALL WI 54773 300093022 FOUNDATION WI 501(c)(3) Type I TRI CTY HSPT false MEMORIAL HOSPITAL OF BOSCOBEL 205 PARKER STREET BOSCOBEL WI 53805 390845590 HEALTHCARE WI 501(c)(3) 3 GLHS false PALMER LUTHERAN HEALTH CENTER INC 112 JEFFERSON STREET WEST UNION IA 52175 421320763 HEALTHCARE IA 501(c)(3) 3 GLHS false MOUNDVIEW MEMORIAL HOSPITALS & CLINICS 402 WEST LAKE STREET FRIENDSHIP WI 53934 390944012 HEALTHCARE WI 501(c)(3) 3 GLHS false MEMORIAL HC FDN OF ADAMS COUNTY INC 402 WEST LAKE STREET FRIENDSHIP WI 53934 391775074 FOUNDATION WI 501(c)(3) Type I MDVW MEM HOS false SAINT ELIZABETH'S HOSP OF WABASHA INC 1200 5TH GRANT BOULEVARD WEST WABASHA MN 55981 410693877 HEALTHCARE MN 501(c)(3) 3 GLHS false BELLIN GUNDERSEN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 920504278 SUPPORTING ORG WI 501(c)(3) Type II NA false BELLIN HEALTH SYSTEMS INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512904 SUPPORTING ORG WI 501(c)(3) Type II BGHS false LAKE MICHIGAN HEALTH SERVICES INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512903 SUPPORTING ORG WI 501(c)(3) Type II BHS false BELLIN COLLEGE INC 3201 EATON ROAD GREEN BAY WI 54311 391620530 EDUCATION WI 501(c)(3) 2 BHS false BELLIN PSYCHIATRIC CENTER INC PO BOX 23725 GREEN BAY WI 54301 391657627 HEALTHCARE WI 501(c)(3) 3 BHS false BELLIN MEMORIAL HOSPITAL INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 390884478 HEALTHCARE WI 501(c)(3) 3 BHS false THE BELLIN HEALTH FOUNDATION INC PO BOX 23400 GREEN BAY WI 54301 391809171 FOUNDATION WI 501(c)(3) 7 BHS false OCONTO HOSPITAL & MEDICAL CENTER INC 820 ARBUTUS AVENUE OCONTO WI 54153 061745397 HEALTHCARE WI 501(c)(3) 3 BMH false GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 RENEWABLE ENERGY WI GLHS C Corporation 407150 4723975 1 true BEL-REGIONAL HOME MEDICAL INC 617 S ROOSEVELT GREEN BAY WI 54301 391504766 DURABLE MEDICAL EQUIPMENT, RETAIL WI NA C Corporation false BELLIN INVESTMENTS INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391564939 OTHER WI NA C Corporation false false false true false false false false false false false false false false false false false false false false GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC C 8411785 FMV Schedule R, Part IV Lines 1 & 2 GUNDERSEN EDGE, LLC IS DIRECTLY OWNED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.