2025-08-14T15:38:37+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2023-10-01 391249705 Gundersen Lutheran Medical Foundation Inc GUND 6087756600 1836 SOUTH AVENUE LA CROSSE WI 54601 STEPHEN B SHAPIRO Chairman 2025-08-14 true Emily Beckerman P01765498 3128792000 2025-08-06 2023 2025-03-06 01:10:19Z STEPHEN B SHAPIRO 1836 SOUTH AVENUE LA CROSSE WI 54601 55694289 false X www.gundersenhealth.org/foundation X 1976 WI TO IMPROVE THE LIFE OF PATIENTS AND OUR LARGER COMMUNITY THROUGH MEDICAL EDUCATION, RESEARCH, OUTREACH AND THE PHILANTHROPIC SUPPORT OF GUNDERSEN HEALTH SYSTEM. 15 8 0 492 25036 0 13625150 19414762 8674785 15322597 467013 1760261 743456 882005 23510404 37379625 2096718 3779998 0 0 0 0 0 0 1873379 23246459 31846015 25343177 35626013 -1832773 1753612 80980166 97312057 4851765 5298194 76128401 92013863 X THE MISSION OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. 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THE PERIODS INCLUDED IN THE COMPUTATION ARE 2020, 2021, 2022, SHORT YEAR 2023, AND FISCAL YEAR 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27150316 411679 1039186 60670 28540511 26714342 461374 -5900 0 19500 0 27150316 26246839 1814685 -1337182 0 10000 0 26714342 24552014 1323778 377547 0 6500 0 26246839 23756744 675270 434777 0 314777 0 24552014 0.0 1.0 0.0 false false 1283020 985552 297468 2534127 1965457 568670 155386 110606 44780 910918 BENEFICIAL INTEREST TRUSTS 6743176 TRUST INTERESTS 285913 LIFE INSURANCE CSV 558409 7587498 INTERCOMPANY PAYABLE 3670023 ANNUITY PAYMENT LIABILITY 113815 LIABILITIES UNDER UNITRUST AGR 154908 3938746 X Schedule D, Part V, Line 4 Intended uses of endowment funds BEGINNING IN 2011, DUE TO A CHANGE IN POLICY BOARD DESIGNATED FUNDS ARE NO LONGER RESTRICTED BY THE BOARD. FUNDS ARE USED TO SUPPORT PROGRAMS, FUTURE CAPITAL IMPROVEMENTS AND OPERATIONS OF THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION AND ITS RELATED ENTITIES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote INCOME TAX MATTERS (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 AND GUNDERSEN EDGE, LLC, WHICH ARE FOR-PROFIT ENTITIES. AT SEPTEMBER 30, 2024 AND NOVEMBER 30, 2023, NET DEFERRED TAX ASSETS OF $11,395 AND $10,512, RESPECTIVELY, WICH PRIMARYLY ARE RELATED TO NET OPERATING LOSS CARRY FORWARDS, HAVE VALUATION ALLOWANCES OF $11,395 AND $10,512, RESPECTIVELY, RECORDED AGAINST THEM DUE TO THE UNCERTAINTY OF REALIZING THOSE BENEFITS IN THE FUTURE. AT SEPTEMBER 30, 2024, THE SYSTEM'S FEDERAL NET OPERATING LOSS CARRY FORWARDS WERE APPROXIMATELY $43,489, AND THE STATE NET OPERATING LOSS CARRY FORWARDS WERE APPROXIMATELY $41,989, WHICH WILL EXPIRE BETWEEN 2032 AND 2041. 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. true Central America and the Caribbean Investments INVESTMENTS 153616 0 0 0 0 0 0 153616 0 153616 true false false true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds GUNDERSEN LUTHERAN MEDICAL FOUNDATION PROVIDED A GRANT INDIRECTLY THROUGH AN EXEMPT ORGANIZATION RECOGNIZED BY THE IRS TO PROVIDE SERVICES TO FOREIGN ORGANIZATIONS. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual Steppin' Out in Pink 522469 440899 81570 85379 CMN 1316349 1269955 46394 29531 4 68662 44720 23942 182170 1907480 1755574 151906 297080 297080 -145174 33145 255 1602 true 0.65 33145 255 1602 WI true false true false 1.0 BRIAN HEMKER 1836 SOUTH AVENUE LA CROSSE WI 54601 false COURTNEY DANIELS BURKE 0 SUPERVISION AND MANAGEMENT OF GAMING ACTIVITIES X false 0 true Gundersen Lutheran Medical Center 1910 South Ave La Cross WI 54601 390813416 501(c)(3) 1172814 General Support Gundersen Lutheran Administrative Services Inc 1910 South Ave La Crosse WI 54601 391606449 501(c)(3) 1124964 General Support Gundersen Clinic LTD 1836 SOUTH AVENUE La Crosse WI 54601 391028657 501(c)(3) 483936 General Support 3 0 MEDICAL BILLS/SUPPLIES 238 598101 FMV FINANCIAL ASSISTANCE EQUIPMENT & MISC 29 13895 FMV PROVIDE MEDICAL EQUIPMENT TRANSPORTATION 76 90253 FMV TRAVEL ASSITANCE MEALS 9745 49251 FMV PROVIDE MEAL TOKENS AND MEALS IN ROOM ADAPTIVE CLOTHING/SENSORY ITEMS 70 18916 FMV PROVIDE ADAPTIVE CLOTHING AND SENSORY ITEMS ADATIVE EQUIPMENT/MODIFICATIONS 47 41518 FMV PROVIDE ADAPTIVE EQUIPMENT CAMPS 19 70400 FMV SUPPORT FOR CAMPS EMPLOYEES HELPING EMPLOYEES 83 102776 FMV EMPLOYEES HELPING EMPLOYEES THERAPY 16 7664 FMV THERAPY SUPPORT TUTORING 10 5510 FMV TUTORING SUPPORT Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOUNDATION MONITORS GRANT AWARDS FOR PROPER USAGE OF FUNDS BY REQUESTING THAT THE GRANT RECIPIENTS PROVIDE FEEDBACK ON THEIR PROGRAMS, A SUMMARIZATION OF GRANT RELATED EXPENDITURES, COPIES OF RECEIPTS AND/OR OTHER DOCUMENTATION TO SUPPORT THE EXPENDITURE OF THE GRANT AWARD. false false false false false false false false STEPHEN SHAPIRO MD BOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER 0 518186 0 0 0 1302 0 45225 0 24423 0 589136 0 0 TREY FOLKERS MD BOARD OF DIRECTORS - MEMBER (THRU 9/24) 0 763954 0 2000 0 5310 0 45225 0 25053 0 841542 0 0 KELLEY BAHR MD BOARD OF DIRECTORS - MEMBER 0 422667 0 0 0 5327 0 45225 0 319 0 473538 0 0 LORI ROSENSTEIN MD BOARD OF DIRECTORS - MEMBER 0 555319 0 0 0 5257 0 45225 0 23003 0 628804 0 0 GERALD OETZEL FORMER CHIEF FINANCIAL OFFICER 0 480094 0 70000 0 4974 0 12220 0 5888 0 573176 0 0 BRIAN SIECK MD FORMER BOARD OF DIRECTORS - V CHAIRMAN, MEDICAL DOCTOR 0 485428 0 0 0 5733 0 45225 0 23862 0 560248 0 0 STEVE LITTLE INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) 0 258317 0 75000 0 0 0 0 0 0 0 333317 0 0 SCOTT RATHGABER MD CHIEF EXECUTIVE OFFICER 0 1274504 0 200000 0 169717 0 45225 0 23503 0 1712949 0 0 JULIO BIRD MD FORMER MEDICAL PARTNER OF RESEARCH THRU 21 0 165000 0 0 0 0 0 0 0 0 0 165000 0 0 P MICHAEL JACOBS MD MEDICAL VICE PRESIDENT 0 159868 0 0 0 49660 0 30266 0 8089 0 247883 0 0 PRAVEEN CHOPRA EXECUTIVE LEADERSHIP TEAM MEMBER 0 559970 0 50000 0 45012 0 45225 0 25748 0 725955 0 0 BENJAMIN JARMAN MD MEDICAL PARTNER OF MEDICAL EDUCATION 0 466819 0 0 0 5606 0 45225 0 23147 0 540797 0 0 JENNIFER KLEVEN MD MEDICAL PARTNER OF RESEARCH 0 379467 0 0 0 1182 0 44720 0 4977 0 430346 0 0 RANDI BERG MD MEDICAL PARTNER OF RTS 0 237271 0 0 0 4419 0 35332 0 24403 0 301425 0 0 TODD MAHR MD MEDICAL PARTNER OF PHILANTHROPY 0 294038 0 0 0 6118 0 40657 0 24192 0 365005 0 0 LINDSEY M PRESTON VICE PRESIDENT, GMF 0 201380 0 0 0 19897 0 32272 0 19566 0 273115 0 0 KAREN COWDEN DAHL MEDICAL RESEARCH 0 177696 0 0 0 5538 0 26799 0 15785 0 225818 0 0 PARAIC KENNY MEDICAL RESEARCH 0 188512 0 0 0 522 0 27743 0 20544 0 237321 0 0 STEVEN LOVRICH MEDICAL RESEARCH 0 170557 0 0 0 1122 0 20662 0 22838 0 215179 0 0 BARBARA A MILLER MEDICAL RESEARCH 0 160355 0 0 0 4999 0 24004 0 19930 0 209288 0 0 DARBY G OLDENBURG MEDICAL RESEARCH 0 148823 0 0 0 38159 0 27366 0 17703 0 232051 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL FOUNDATION ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. COMPENSATION RECOMMENDATIONS ARE DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION. THEREFORE, THE AMOUNTS REPORTED ON SCHEDULE J REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. X 7 1121373 Market value X GIFTS IN KIND FOR AUCTION 8 3109 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Auction related items reported on Part I, line 25, are donated and later sold at various fundraising events with volunteer involvement. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Other - GIFTS IN KIND FOR AUCTION NUMBER OF CONTRIBUTIONS Form 990, Part III, Line 4a EDUCATIONAL PROGRAMS GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. SPONSORS A PREMIER COMMUNITY-BASED ACADEMIC HEALTH CENTER WHICH IS DEDICATED TO EXCEPTIONAL EDUCATION IN A COLLABORATIVE CULTURE THAT FOSTERS LIFE-LONG LEARNING, AND THE DEVELOPMENT OF COMPASSIONATE HEALTHCARE PROFESSIONALS DEVOTED TO THE COMMUNITIES THEY SERVE. THERE ARE 6 FULLY ACCREDITED RESIDENCY PROGRAMS (FAMILY MEDICINE, INTERNAL MEDICINE, GENERAL SURGERY, ORAL AND MAXILLOFACIAL SURGERY, PODIATRIC MEDICINE AND SURGERY AND TRANSITIONAL YEAR) AND 3 FULLY ACCREDITED FELLOWSHIPS (ADVANCED GI MINIMALLY INVASIVE/BARIATRIC SURGERY, HEMATOLOGY AND MEDICAL ONCOLOGY, AND HOPSICE AND PALLATIVE MEDICINE). THE CLINICAL EXPERIENCE PROVIDED AT GUNDERSEN INOLVES A BALANCE OF PRIMARY, TERTIARY, INPATIENT AND OUTPATIENT MEDICINE IN SERVING A LARGELY RURAL POPULATION IN A TRI-STATE AREA. GUNDERSEN LUTHERAN MEDICAL FOUNDATION SERVES AS THE WESTERN ACADEMIC CAMPUS FOR THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH (UW-SMPH) AND AS ONE OF THREE SITES FOR THE WISCONSIN ACADEMCY FOR RURAL MEDICINE (WARM). WE OFFER CLINICAL EXPERIENCES FOR MORE THAN 70 MEDICAL STUDENTS PER YEAR AND IS PRIMARILY RESPONSIBLE FOR THE MAJORITY OF CLINICAL ROTATIONS FOR 20 WARM MEDICAL STUDENTS PER YEAR. GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. IS ACCREDITED BY THE WISCONSIN MEDICAL SOCIETY FOR CONTINUING MEDICAL EDUCATION. IN 2024, 113 LIVE CME COURSES, 64 ENDURING MATERIAL, 48 REGULAR SCHEDULED SESSIONS, 12 PERFORMANCE/QUALITY IMPROVEMENT ACTIVITIES, AND 4 LEARNING FROM TEACHING SESSIONS WERE ACCOMPLISHED. CONTINUING MEDICAL EDUCATION REFLECTS OUR COMMITMENT TO LEARNING THROUGHOUT THE PROFESSIONAL CAREER OF HEALTHCARE EMPLOYEES. THE TOTAL PARTICIPATION FOR ALL CME PROGRAM ACTIVITIES OFFERED WAS 13,585 PARTICIPANTS. Form 990, Part III, Line 4b RESEARCH PROGRAMS THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. RESEARCH PROGRAM INCLUDES RESEARCH NAVIGATION, INCLUDING NURSING RESEARCH, CLINICAL TRIALS, AND TRANSLATIONAL RESEARCH THAT SEEK EVIDENCE-BASED, REPRODUCIBLE ANSWERS TO IMPORTANT QUESTIONS THAT PERTAIN TO THE HEALTH OF THE CITIZENS IN THE TRI-STATE REGION. RESEARCH HELPS DIRECT MEDICAL STAFF TO PROVIDE PATIENTS WITH THE MOST UP-TO-DATE ADVANCEMENTS IN MEDICAL CARE. THE DEPARTMENT SUPPORTS RESEARCH THROUGHOUT THE ORGANIZATION INCLUDING EFFORTS THAT HAVE LED TO BEING NAMED A NATIONAL CANCER INSTITUTE COMMUNITY ONCOLOGY RESEARCH PROGRAM (NCORP)- ONE OF THIRTY-TWO SUCH SITES IN THE NATION. OUR FOUNDATION IN CONSECUTIVE YEARS, 2014 THROUGH 2025, IN PARTNERSHIP WITH MARSHFIELD CLINIC RESEARCH FOUNDATION AND THEDA CARE HEALTH SYSTEM (THESE THREE ORGANIZATIONS COLLECTIVELY REFERRED TO AS WiNCORP) SHARED IN A $16.6 MILLION NATIONAL INSTITUTE GRANT. OF WHICH, IN 2024 WE RECEIVED $550,000 TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH CANCER RESEARCH. ADDITIONALLY, IN FISCAL YEAR 2024 THE CLINICAL RESEARCH TEAM ENROLLED 236 PATIENTS IN CLINICAL TRIALS ACROSS CANCER, CARDIOLOGY, OPHTHALMOLOGY, INTERVENTIONAL RADIOLOGY, AND OTHER SPECIALTIES. THE ALL OF US GRANT NOW IN YEAR 7 AT OUR INSTITUTION, CONTINUES ITS WORK TOWARD THE NATIONAL GOAL OF GATHERING HEALTH DATA FROM 1 MILLION PARTICIPANTS FOR THE PURPOSES OF, "EXCELERATING HEALTH RESEARCH AND MEDICAL BREAKTHROUGHS, AND ENABLING INDIVIDUALIZED PREVENTION, TREATMENT, AND CARE." FOR FISCAL YEAR 2024 OUR ORGANIZATION ENROLLED 1,060 PATIENTS IN THIS NATIONAL PROJECT. IN FISCAL YEAR 2024, THE RESEARCH DEPARTMENT HAD 50 PUBLICATIONS IN PEER-REVIEWED, PubMed-INDEXED PUBLICATIONS. Form 990, Part III, Line 4c COMMUNITY HEALTH PROGRAMS THE COMMUNITY HEALTH PROGRAMS SPONSORED BY GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. PROMOTE COMMUNITY HEALTH, EMPHASIZE DISEASE PREVENTION, WELLNESS, IMPROVE ACCESS TO CARE AND QUALITY OF CARE, AND OTHER PATIENT EDUCATION PROGRAMS. A TOTAL OF $3.8 MILLION WAS DISTRIBUTED IN SUPPORT OF OUR MISSION: 25% FOR PEDIATRIC NEEDS, 20% FOR MEDICAL RESEARCH, 16% FOR MEDICAL EDUCATION, 14% FOR ONCOLOGY NEEDS, 10% FOR PATIENT SERVICES AND COMMUNITY HEALTH PROGRAMS, 6% FOR STAFF EDUCATION, 4% FOR BEHAVIORAL HEALTH PROGRAMS, 2% FOR CARDIOLOGY AND EMERGENCY SERVICES, 2% FOR EMPLOYEE HEALTH AND WELLNESS, AND 1% FOR PHYSICAL AND OCCUPATIONAL THERAPY PROGRAMS. SUPPORT FOR PROGRAMS THAT BENEFIT THE COMMUNITY, SUCH AS A CANCER PREVENTION SCREENING HEALTH EVENT FOR HMONG WOMEN OVER 50 YEARS OLD, OUTFITTING NEW AMBULANCE TRUCKS WITH AUTOMATED CPR DEVICES, CUSTOMIZING CANCER TREATMENTS TO THE UNIQUE DNA OF PATIENTS, AND BUILDING A CLINIC STAFFED BY MEDICAL RESIDENTS IN A LOCAL ELEMENTARY SCHOOL ARE A FEW EXAMPLES AMONG MANY EFFORTS MADE POSSIBLE WITH PHILANTHROPIC DISTRIBUTIONS OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. Form 990, Part III, Line 4d DESCRIPTION OF OTHER PROGRAM SERVICES BEREAVEMENT PROGRAM GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. SPONSORS EDUCATIONAL PROGRAMS IN BEREAVEMENT CARE STANDARDS AND HAS DEVELOPED COURSES AND RESOURCES TO SUPPORT HEALTHCARE PROFESSIONAL BEREAVEMENT CARE AND EDUCATION. WE CONTINUE TO DEVELOP AND ENHANCE OUR APPROACH TO EDUCATION THROUGH ONLINE LEARNING AND LIVE, VIRTUAL TRAINING. RESOLVE THROUGH SHARING (RTS), A DEPARTMENT OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. IS AN INTERNATIONALLY RECOGNIZED PROPRIETARY BEREAVEMENT TRAINING PROGRAM. RTS IS KNOWN AS THE GOLD STANDARD IN PERINATAL BEREAVEMENT EDUCATION, TRAINING, AND PATIENT SUPPORT MATERIALS. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 877,592 including grants of $ 109,041)(Revenue $ 663,858) SEE SCHEDULE O. Form 990, Part V, Line 2a PERSONAL SERVICES ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. HENCE LINE 2 INDICATES ZERO (0) FILINGS. Form 990, Part VI, Line 15 A AND B ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL FOUNDATION, 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 AND KEPT AT THE MEETINGS WHERE SUCH DISCUSSIONS TAKE PLACE. RECOMMENDATIONS FOR COMPENSATION FOR THE ORGANIZATIONS' KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER A 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 THEM AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES. Form 990, Part VI, Line 3 Delegation of management duties ALL MANAGEMENT AND PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADIMINSTRATIVE SERVICE, INC. Form 990, Part VI, Line 6 Classes of members or stockholders GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CORPORATE MEMBER, GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. MAY ELECT THE GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. SHALL HAVE THE RIGHT TO APPROVE THE ELECTION OF ALL DIRECTORS OF THE CORPORATION, CHANGES MADE BY THE CORPORATION OR TO THE MISSION OF THE CORPORATION, TO VETO OR APPROVE ANY DISAFFILIATION WITH GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.; TO VOTE UPON ANY PLAN OF LIQUIDATION OR DISSOLUTION ADOPTED BY THE BOARD OF DIRECTORS OF THE CORPORATION AND TO APPROVE ANY MORTGAGE OR PLEDGE OF THE CORPORATION'S ASSETS, OR ANY LEASE, SALE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WILL BE AVAILABLE FOR ALL BOARD MEMBERS BEFORE FILING AND UPON FURTHER REVIEW BY THE CFO, VICE-PRESIDENT OF FINANCE OR DIRECTOR OF FINANCE, THE 990S ARE APPROVED AND FILED. Form 990, Part VI, Line 12c Conflict of interest policy EACH MEMBER OF THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. GOVERNING BOARD SIGNS A CONFLICT-OF-INTEREST STATEMENT ON AN ANNUAL BASIS. MEMBERS ARE ASKED TO DISCLOSE CONFLICTS AS APPROPRIATE AND ABSTAIN FROM VOTING WHEN APPLICABLE. Form 990, Part VI, Line 19 Required documents available to the public REQUESTS FOR FORMS 990 AND CERTAIN OTHER TAX INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION AND COPYING THROUGH THE GUNDERSEN LUTHERAN LEGAL DEPARTMENT. A COPY OF THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. FORM 990 CAN ALSO BE FOUND ELECTRONICALLY ON GUIDESTAR.ORG. Form 990, Part VII, Section A, Line 1a AND PART VI, SECTION A, LINE 3 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION. THEREFORE, THE AMOUNTS REPORTED ON PART VII REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Form 990, Part VII, Section A, Line 1a, Column (C) FORMER REPORTING THE FOLLOWING INDIVIDUAL IS NO LONGER CONSIDERED A KEY EMPLOYEE FOR PURPOSES OF FORM 990 REPORTING: P. MICHAEL JACOBS, MD Form 990, Part XII, Line 3a REQUIRED AUDIT THE INFORMATION IN THE SCHEDULE IS PRESENTED IN ACCORDANCE WITH THE REQUIREMENTS OF TITLE 2 U.S. CODE OF FEDERAL REGULATIONS PART 200, UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS. GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391866425 SUPPORTING ORG WI 501(c)(3) Type II BGHS false 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 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 HEALTHCARE FOUNDATION 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 III-FI 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 NA C Corporation false BEL-REGIONAL HOME MEDICAL INC 617 S ROOSEVELT GREEN BAY WI 54301 391504766 DURABLE MEDICAL EQUIPMENT, RETAIL WI NA C Corporation false GUNDERSEN EDGE LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 921783811 INNOVATION WI NA C Corporation false BG ASSURANCE COMPANY 20 GENESIS CLOSE PO BOX 30600 GEORGE TOWN GRAND CAYMAN CJ KY11203 SELF INSURANCE CJ NA C Corporation false false true true false false false false false false false true true true false false true false false false