2024-08-14T16:01:43-05:00 2023-09-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 391455787 ST JOSEPH'S MEMORIAL FOUNDATION INC STJO 6084898259 PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 KRISTIE J MCCOIC ADMINISTRATOR 6084898259 2024-08-14 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2024-08-14 2023 2024-08-08 14:25:15Z KRISTIE J MCCOIC PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 63425 0 X WWW.GUNDERSENHEALTH.ORG/ST-JOSEPHS/FOUNDATION X 1983 WI ST. JOSEPH'S MEMORIAL FOUNDATION, INC. WAS FOUNDED IN 1983 AS A NOT-FOR-PROFIT ORGANIZATION TO ORIGINATE FUNDRAISING PROJECTS AND PROGRAMS WHOSE ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HEALTH SERVICES, INC. PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE. 16 16 0 16 0 0 49998 45503 0 0 7559 7311 7285 -2776 64842 50038 420600 58100 0 0 0 0 0 0 0 11191 4097 431791 62197 -366949 -12159 774307 800016 0 0 774307 800016 X ST. JOSEPH'S MEMORIAL FOUNDATION, INC. WAS FOUNDED IN 1983 AS A NOT-FOR-PROFIT ORGANIZATION TO ORIGINATE FUNDRAISING PROJECTS AND PROGRAMS WHOSE ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HEALTH SERVICES, INC. PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE. 0 0 58100 58100 0 ST. JOSEPH'S MEMORIAL FOUNDATION'S ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HOSPITAL AND CLINICS PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE. 58100 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X ROBIN NELSON 6084898259 PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 JOHN WEGER CHAIR 0.50 X X 0 0 0 KIRBY WONG VICE CHAIR 0.50 X X 0 0 0 DIANA MARSHALL TREASURER 0.50 X X 0 0 0 BARBARA BERES BOARD MEMBER 0.50 X 0 0 0 CONNIE DOROW BOARD MEMBER 0.50 X 0 0 0 ELLEN GARDNER BOARD MEMBER 0.50 X 0 0 0 JUNE HOOKER BOARD MEMBER 0.50 X 0 0 0 WENDY MANSER BOARD MEMBER 0.50 X 0 0 0 MARTA MCDONALD BOARD MEMBER 0.50 X 0 0 0 BARB POTTER BOARD MEMBER 0.50 X 0 0 0 SHIRLEY RICHARDSON BOARD MEMBER 0.50 X 0 0 0 DORY STAHLKOPF BOARD MEMBER 0.50 X 0 0 0 LORI STANEK BOARD MEMBER 0.50 X 0 0 0 CAROLE SULLIVAN BOARD MEMBER 0.50 X 0 0 0 KAREN THEIS BOARD MEMBER 0.50 X 0 0 0 ANN WONG BOARD MEMBER 0.50 X 0 0 0 KRISTIE J MCCOIC ADMINISTRATOR 0.50 49.50 X 0 0 0 0 0 0 0 0 0 0 0 28689 16814 45503 7311 7311 10611 28689 13387 -2776 -2776 50038 0 0 4535 57100 57100 1000 1000 2000 2000 2097 2097 62197 58100 4097 0 380192 430785 110844 64526 283271 304705 774307 800016 0 0 X 196008 244349 578299 555667 774307 800016 774307 800016 -12159 14529 23339 0 X 0 0 0 X X 1 ST JOSEPH'S HEALTH SERVICES INC 390929538 3 1 70600 0 1 70600 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PROGRAM RELATED INVESTMENTS 304705 F 304705 GOLF OUTING 39300 28689 10611 13387 39300 28689 10611 13387 13387 -2776 1 ST JOSEPH'S HEALTH SERVICES INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 501(C)(3) 57100 0 DISBURSEMENTS FOR BUILDING, LAKE WALK, AND DONOR WALL 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS TO THE HOSPITAL IN ALIGNMENT WITH THEIR MISSION AND PROGRAM SERVICE GOALS. FORM 990, PART VI, SECTION A, LINE 2 ANN WONG AND KIRBY WONG HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A UNDER THE GOVERNING DOCUMENTS OF THE FOUNDATION, ST. JOSEPH'S HEALTH SERVICES, INC. APPOINTS ITS CHIEF EXECUTIVE OFFICER AS A VOTING MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE APPROVAL OR ACTION OF THE BOARD MEMBERS OF ST. JOSEPH'S HEALTH SERVICES, INC. IS REQUIRED FOR THE FOLLOWING MATTERS: 1. THE MORTGAGE, PURCHASE, LEASE (AS LESSOR OR LESSEE), OR SALE OF CORPORATE REAL ESTATE; CONTRACTING FOR MAJOR CONSTRUCTION; INCURRING OF ANY INDEBTEDNESS ON BEHALF OF THE CORPORATION, EXCEPT FOR CURRENT OPERATING EXPENSE AND FOR PURCHASE OF CAPITAL EQUIPMENT REQUIRED IN THE ORDINARY COURSE OF OPERATIONS. 2. AUTHORIZING THE AMENDMENT OF OR AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS OF ST. JOSEPH'S MEMORIAL FOUNDATION, INC. 3. THE ELECTION OF DIRECTORS TO AND THE REMOVAL OF DIRECTORS FROM THE BOARD OF DIRECTORS OF ST. JOSEPH'S MEMORIAL FOUNDATION, INC. 4. THE APPOINTMENT AND REMOVAL OF OFFICERS OF ST. JOSEPH'S MEMORIAL FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AT ITS REGULARLY SCHEDULED BOARD MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ST. JOSEPH'S MEMORIAL FOUNDATION, INC.'S CONFLICT OF INTEREST POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO SIGN ITS ANNUAL DISCLOSURE STATEMENT. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE BOARD OF DIRECTORS OF THE FOUNDATION AS WELL AS THE BOARD OF DIRECTORS OF ST. JOSEPH'S HEALTH SERVICES, INC., NOTING ANY RELATIONSHIPS THAT COULD POTENTIALLY CREATE A CONFLICT OF INTEREST. ALL NOTED CONFLICTS ARE DISCLOSED ANNUALLY TO THE BOARD AND ANY MEMBERS OF THE BOARD WITH CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON THOSE ISSUES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. 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 TWEETEN LUTHERAN HEALTHCARE CENTER INC 125 FIFTH AVENUE SE SPRING GROVE MN 55974 411565003 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 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 INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 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 GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 RENEWABLE ENERGY WI N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ST JOSEPH'S HEALTH SERVICES INC B 57100 CASH