2024-08-12T09:12:16-05:00 2023-09-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 411565003 TWEETEN LUTHERAN HEALTH CARE CENTER INC TWEE 5074983211 125 FIFTH AVENUE SE SPRING GROVE MN 55974 BRENDA MOSER FINANCE ADMINISTRATOR 5074983211 2024-07-31 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-07-30 2023 2024-08-08 14:25:15Z GUNDERSEN TWEETEN CARE CENTER BRENDA MOSER 125 FIFTH AVENUE SE SPRING GROVE MN 55974 3476585 0 X HTTPS://WWW.GUNDERSENHEALTH.ORG/LOCATIONS/GUNDERS X 1964 MN TO PROVIDE HOUSING AND NURSING CARE TO THE ELDERLY. 7 3 0 8 0 0 328128 17970 3470310 3430736 8326 27879 0 0 3806764 3476585 0 0 0 0 2702189 2311883 0 0 0 1322657 1104930 4024846 3416813 -218082 59772 4181066 4529444 265935 554541 3915131 3974903 X TWEETEN LUTHERAN HEALTH CARE IS A FAMILY THAT INCLUDES RESIDENTS, CAREGIVERS, VOLUNTEERS, FAMILY MEMBERS & FRIENDS. EACH MEMBER OF THE FAMILY BRINGS THEIR KNOWLEDGE AND TALENTS TO THE HOUSEHOLD FOR THE BENEFIT OF ALL. WITH RESPECT FOR EACH INDIVIDUAL, WE SUPPORT OTHERS AND HELP RESIDENTS TO REACH THEIR HIGHEST POTENTIAL PHYSICALLY, EMOTIONALLY, AND SPIRITUALLY. WE DO THIS BY EMBRACING THE VALUES OF HONESTY, INTEGRITY, RESPECT, AND DIGNITY FOR OTHERS. 0 0 2832633 0 3430515 THE ORGANIZATION PROVIDES HOUSING AND NURSING CARE TO THE ELDERLY BY OPERATING A 50-BED NURSING FACILITY IN SPRING GROVE, MN. FROM JANUARY 1 - SEPTEMBER 30, 2023, THERE WERE 8,640 RESIDENT DAYS. 2832633 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X BRENDA MOSER 5074983211 125 FIFTH AVENUE SE SPRING GROVE MN 55974 X X SCOTT RATHGABER CEO-GHS 1.00 40.00 X 0 0 0 GERALD OETZEL CFO-GHS (THRU 08/23) 1.00 40.00 X 0 0 0 STEVE LITTLE CFO-GHS (BEG 08/23) 1.00 40.00 X 0 0 0 BRENDA MOSER FINANCE ADMINISTRATOR 4.00 36.00 X 0 0 0 MICHELLE BORRESON ADMINISTRATOR 20.00 20.00 X 0 0 0 VICKI BAKALARS PRESIDENT 0.50 39.50 X X 0 0 0 CHUCK JOHNSON VICE PRESIDENT 0.50 39.50 X X 0 0 0 MANDI PERICAK SECRETARY/TREASURER 0.50 39.50 X X 0 0 0 JEN BERENDES DIRECTOR 0.50 39.50 X 0 0 0 BRUCE HEGGE DIRECTOR 0.50 X 0 0 0 JAN KRAABEL DIRECTOR 0.50 X 0 0 0 JAN MORKEN DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 17081 889 17970 RESIDENT SERVICE REVEN 623000 3326717 3326717 RENTAL REVENUE 900099 80031 80031 23988 23767 221 3430736 27879 27879 3476585 3430515 0 28100 1956622 1755126 201496 37939 36437 1502 197408 170251 27157 119914 112482 7432 91314 91314 68 68 9650 9650 185751 182784 2967 3590 3590 41347 19605 21742 167961 154977 12984 12021 8240 3781 6685 4941 1744 133921 98110 35811 12367 12367 DHS SURCHARGE 105562 105562 BAD DEBT EXPENSE 105530 105530 FOOD EXPENSE 102804 102804 MEDICAL SUPPLIES 78869 78620 249 47490 2726 44764 3416813 2832633 584180 0 400 400 2275381 2693302 471457 529430 18492 10315 5351359 4063638 1403142 1287721 12194 8276 4181066 4529444 214625 245375 5270 212913 1425 1616 44615 94637 265935 554541 X 3915131 3974903 3915131 3974903 4181066 4529444 59772 0 X X 0 1 X 1 1 1 X 6553 337952 140534 328128 17970 831137 4151447 4324543 3291771 3470310 3430736 18668807 4158000 4662495 3432305 3798438 3448706 19499944 0 997146 1553155 1644599 1326873 1578882 7100655 997146 1553155 1644599 1326873 1578882 7100655 12399289 46762 40728 27532 8326 27879 151227 46762 40728 27532 8326 27879 151227 4204762 4703223 3459837 3806764 3476585 19651171 0.63100 0.65240 0.00770 0.00700 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION WAS INCLUDED IN A SHORT YEAR CONSOLIDATED AUDIT FOR THE 10-MONTH PERIOD DECEMBER 1, 2022 THROUGH SEPTEMBER 30, 2023. THE ANSWERS FOR PART IV, LINE 12B AND PART XII, LINES 2A-2C HAVE BEEN ANSWERED YES EVEN THOUGH THE FORM 990 COVERS THE 9-MONTH PERIOD JANUARY 1, 2023 THROUGH SEPTEMBER 30, 2023. THE REASON FOR THIS CHANGE IS DUE TO A MERGER WITH THE BELLIN GUNDERSEN HEALTH SYSTEM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 87000 87000 4640036 3483311 1156725 616158 573013 43145 8165 7314 851 1287721 DUE TO AFFILIATES 94637 94637 X PART X, LINE 2: THE SYSTEM HAS REVIEWED 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. X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 PURSUANT TO IRS FORM 990 INSTRUCTIONS, THIS SHORT PERIOD RETURN COVERS THE DATES 01/01/2023 THROUGH 09/30/2023 AND THERE IS NO CALENDAR YEAR ENDING WITHIN THE PERIOD AND THUS NO REPORTABLE COMPENSATION. A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE VOTING MEMBER OF TWEETEN LUTHERAN HEALTH CARE CENTER, INC. IS GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A FOUR OUT OF SEVEN DIRECTORS SHALL BE ELECTED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S BOARD OF GOVERNORS AND BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S FINANCE COMMITTEE APPROVES THE BUDGET AND CAPITAL BUDGET. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WILL FIRST BE REVIEWED BY THE PRESIDENT AND FINANCE ADMINISTRATOR. THE RETURN WILL THEN BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A STATEMENT OF CONFLICT OF INTEREST DISCLOSURE IS MADE ON AN ANNUAL BASIS BY OFFICERS AND DIRECTORS. BOARD MEMBERS, OFFICERS AND DIRECTORS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE. THE DISCLOSURE FORMS ARE REVIEWED BY THE GUNDERSEN LUTHERAN HEALTH SYSTEM COMPLIANCE OFFICER AND TEAM. IF THE BOARD OF DIRECTOR DETERMINES THERE IS A CONFLICT THE BOARD MEMBER WITH THE CONFLICT MUST REFRAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE ADMINISTRATOR IS COMPENSATED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., WHO USES THE AGING SERVICE OF MINNESOTA SALARY SURVEY. THERE IS A WRITTEN CONTRACT IN PLACE FOR THE ADMINISTRATOR. COMPENSATION IS REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A PURSUANT TO IRS FORM 990 INSTRUCTIONS, THIS SHORT PERIOD RETURN COVERS THE DATES 01/01/2023 THROUGH 09/30/2023 AND THERE IS NO CALENDAR YEAR ENDING WITHIN THE PERIOD AND THUS NO REPORTABLE COMPENSATION. FORM 990, PART IV, LINE 12B AND PART XII, LINE 2: THE ORGANIZATION WAS INCLUDED IN A SHORT YEAR CONSOLIDATED AUDIT FOR THE 10-MONTH PERIOD DECEMBER 1, 2022 THROUGH SEPTEMBER 30, 2023. THE ANSWERS FOR PART IV, LINE 12B AND PART XII, LINES 2A-2C HAVE BEEN ANSWERED YES EVEN THOUGH THE FORM 990 COVERS THE 9-MONTH PERIOD JANUARY 1, 2023 THROUGH SEPTEMBER 30, 2023. THE REASON FOR THIS CHANGE IS DUE TO A MERGER WITH THE BELLIN GUNDERSEN HEALTH SYSTEM. BELLIN GUNDERSEN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 920504278 PARENT WI 501(C)(3) LINE 12B, II N/A 0 BELLIN HEALTH SYSTEMS INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512904 SUPPORT OF HEALTHCARE ORGANIZATIONS WI 501(C)(3) LINE 12B, II BELLIN GUNDERSEN HEALTH SYSTEMS INC 1 BELLIN COLLEGE INC 3201 EATON ROAD GREEN BAY WI 54311 391620530 NURSING AND RADIOLOGIC SCIENCE COLLEGE WI 501(C)(3) LINE 2 BELLIN HEALTH SYSTEMS INC 1 LAKE MICHIGAN HEALTH SERVICES INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512903 SUPPORT PURPOSES OF BELLIN MEMORIAL HOSPITAL WI 501(C)(3) LINE 12B, II BELLIN HEALTH SYSTEMS INC 1 THE BELLIN HEALTH FOUNDATION INC PO BOX 23400 GREEN BAY WI 54301 391809171 FOUNDATION WI 501(C)(3) LINE 7 BELLIN HEALTH SYSTEMS INC 1 BELLIN PSYCHIATRIC CENTER INC PO BOX 23725 GREEN BAY WI 54305 391657627 PSYCHIATRIC HOSPITAL WI 501(C)(3) LINE 3 BELLIN HEALTH SYSTEMS INC 1 BELLIN MEMORIAL HOSPITAL INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 390884478 HEALTH CARE WI 501(C)(3) LINE 3 BELLIN HEALTH SYSTEMS INC 1 OCONTO HOSPITAL & MEDICAL CENTER INC 820 ARBUTUS AVENUE OCONTO WI 54153 061745397 HEALTH CARE WI 501(C)(3) LINE 3 BELLIN MEMORIAL HOSPITAL INC 1 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391866425 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12B, II BELLIN GUNDERSEN HEALTH SYSTEMS INC 1 GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN CLINIC LTD 1910 SOUTH AVENUE LA CROSSE WI 54601 391028657 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391606449 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12B, II GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 FOUNDATION WI 501(C)(3) LINE 7 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 HARMONY COMMUNITY HEALTHCARE INC 815 MAIN AVENUE S HARMONY MN 55939 410711606 HEALTH CARE MN 501(C)(3) LINE 10 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TRI-STATE AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54601 391965415 MEDICAL TRANSPORTATION WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TRI-STATE REGIONAL AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391962965 MEDICAL TRANSPORTATION WI 501(C)(3) LINE 11 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 LUTHERAN REAL ESTATE HOLDING CORP 1910 SOUTH AVENUE LA CROSSE WI 54601 391480826 HOUSING WI 501(C)(3) LINE 12C, III-FI GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 COMMUNITY HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391586700 INDEPENDENT LIVING WI 501(C)(3) LINE 10 LUTHERAN REAL ESTATE HOLDING CORP 1 LUTHERAN HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391751934 INDEPENDENT LIVING WI 501(C)(3) LINE 10 LUTHERAN REAL ESTATE HOLDING CORP 1 ST JOSEPH'S MEMORIAL FOUNDATION INC 400 WATER AVE HILLSBORO WI 54634 391455787 FOUNDATION WI 501(C)(3) LINE 12A, I ST JOSEPH'S HEALTH SERVICES INC 1 TRI-COUNTY MEMORIAL HOSPITAL INC 18601 LINCOLN STREET WHITEHALL WI 54773 390704510 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TRI-COUNTY MEMORIAL FOUNDATION INC 18601 LINCOLN STREET WHITEHALL WI 54773 300093022 FOUNDATION WI 501(C)(3) LINE 12A, I TRI-COUNTY MEMORIAL HOSPITAL INC 1 MEMORIAL HOSPITAL OF BOSCOBEL 205 PARKER STREET BOSCOBEL WI 53805 390845590 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 PALMER LUTHERAN HEALTH CENTER 112 JEFFERSON STREET WEST UNION IA 52175 421320763 HEALTH CARE IA 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 MEMORIAL HEALTHCARE FOUNDATION INC PO BOX 40 FRIENDSHIP WI 53934 391775074 FOUNDATION WI 501(C)(3) LINE 12A, I MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC 1 MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC 402 W LAKE STREET FRIENDSHIP WI 53934 390944012 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 SAINT ELIZABETH'S HOSPITAL OF WABASHA 1200 GRANT BLVD WEST WABASHA MN 55981 410693877 HEALTH CARE MN 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 ST JOSEPH'S HEALTH SERVICES PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 390929538 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 RENEWABLE ENERGY WI N/A C 0 BEL-REGIONAL HOME MEDICAL INC 617 S ROOSEVELT GREEN BAY WI 54301 391504766 DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS WI N/A C 0 GUNDERSEN EDGE LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 921783811 INNOVATION WI N/A C 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0