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THE PERIODS INCLUDED IN THE COMPUTATION ARE 2021, 2022, SHORT YEAR 2023, FISCAL YEAR 2023, AND 2024. SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - GROSS FUNDRAISING, COLUMN A - 54692.0, COLUMN B - 102897.0, COLUMN C - 210677.0, COLUMN D - 291404.0, COLUMN E - 153367.0, COLUMN F - 813037.0; DESCRIPTION - GROSS GAMING, COLUMN A - 7869.0, COLUMN B - 19374.0, COLUMN C - 18170.0, COLUMN D - 41530.0, COLUMN E - 55875.0, COLUMN F - 142818.0; DESCRIPTION - GROSS SALES OF INVENTORY, COLUMN A - 581768.0, COLUMN B - 598672.0, COLUMN C - 531095.0, COLUMN D - 1056173.0, COLUMN E - 610885.0, COLUMN F - 3378593.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28540511 1088369 246918 235939 29639859 27150316 411679 1039186 60670 28540511 26714342 461374 -5900 19500 27150316 26246839 1814685 -1337182 10000 26714342 24552014 1323778 377547 6500 26246839 0.0 1.0 0.0 false false 1283020 1031884 251136 2497294 2034066 463228 167817 114083 53734 768098 BENEFICIAL INTEREST 7165074 TRUST INTERESTS 304903 LIFE INSURANCE CSV 582032 GRANT 191481 8243490 FEDERAL INCOME TAXES INTERCOMPANY PAYABLE 6337022 ANNUITY PAYMENT LIABILITY 228449 LIABILITIES UNDER UNITRUST AGR 173898 6739369 X 0 0 0 0 0 0 0 0 0 0 0 0 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 THE SYSTEM AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, AND HAVE BEEN FULLY RESERVED. true CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 128709 0 0 0 0 0 0 128709 0 128709 true false true true true false SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN-ACCRUAL SOIP 613172 525534 87638 74270 CMN 1198011 1158629 39382 24779 4 68953 42606 26347 255972 1880136 1726769 153367 355021 355021 -201654 0 0 55875 480 100 true 0.91 55875 480 100 WI true false true false 1.0 0.0 BRIAN HEMKER 1836 SOUTH AVENUE LA CROSSE WI 54601 false COURTNEY DANIELS BURKE 0 SUPERVISION AND MANAGEMENT OF GAMING ACTIVITIES X false true GUNDERSEN CLINIC LTD 1836 SOUTH AVENUE LA CROSSE WI 54601 391028657 501(C)(3) 695229 GENERAL SUPPORT GUNDERSEN LUTHERAN MEDICAL CENTER 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 501(C)(3) 1512214 GENERAL SUPPORT GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391606449 501(C)(3) 119448 GENERAL SUPPORT GUNDERSEN LUTHERAN MEDICAL CENTER 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 501(C)(3) 3011254 NON OPERATIONS SUPPORT 4 0 ADAPTIVE CLOTHING, EQUIPMENT OR PROGRAM 138 86784 FMV ADAPTIVE CLOTHING OR SENSORY ITEMS CAMPS 19 56100 FMV CAMPS DISASTER RELIEF 3 2000 FMV DISASTER RELIEF EDUCATIONAL PROGRAMS 4 5775 FMV EDUCATIONAL PROGRAMS EMPLOYEES HELPING EMPLOYEES 50 28836 FMV EMPLOYEES HELPING EMPLOYEES MEAL VOUCHERS PATIENTS 7246 54343 FMV MEAL VOUCHERS PATIENTS MEDICAL EQUIPMENT 14 26205 FMV MEDICAL EQUIPMENT MEDICAL SUPPLIES OR EXPENSES 307 109333 FMV MEDICAL SUPPLIES OR EXPENSES SCHOLORSHIPS 3 6126 FMV SCHOLORSHIPS TECHNOLOGY PURCHASE ASSISTANCE 13 9282 FMV TECHNOLOGY PURCHASE ASSISTANCE THERAPY ASSISTANCE 55 20665 FMV THERAPY ASSISTANCE TRAVEL ASSISTANCE 71 26054 FMV TRAVEL ASSISTANCE TUTORING PROGRAMS 15 6200 FMV TUTORING PROGRAMS false true false false false false false false false STEPHEN SHAPIRO MD BOARD OF DIRECTORS, CHAIRMAN, MD 0 547371 0 0 0 1109 0 48300 0 15670 0 612450 0 0 KELLEY BAHR MD BOARD OF DIRECTORS 0 438005 0 0 0 4804 0 48300 0 23667 0 514776 0 0 TINA LECHNIR BOARD OF DIRECTORS, VICE PRESIDENT, (BEG 9.9.25) 0 236727 0 0 0 9229 0 33863 0 24819 0 304638 0 0 FRANCISCO PEREZ-GUERRA BOARD OF DIRECTORS, ADMINISTRATOR, (BEG 6.3.25) 0 196856 0 0 0 4264 0 28988 0 37819 0 267927 0 0 LORI ROSENSTEIN MD BOARD OF DIRECTORS, MD 0 526037 0 53736 0 4805 0 48300 0 25667 0 658545 0 0 STEVE LITTLE FORMER CHIEF FINANCIAL OFFICER 0 209856 0 0 0 0 0 0 0 0 0 209856 0 0 JOHN CEELEN CHIEF FINANCIAL OFFICER 0 598104 0 129468 0 744 0 29147 0 24905 0 782368 0 0 PRAVEEN CHOPRA BOARD OF DIRECTORS, CHIEF DIGITAL AND INFORMATION OFFICER 0 602977 0 106400 0 8424 0 48300 0 29546 0 795647 0 0 SCOTT RATHGABER MD CEO 0 1278368 0 0 0 45907 0 48300 0 24975 0 1397550 0 0 JULIO BIRD MD FORMER MEDICAL PARTNER OF RESEARCH 0 165000 0 0 0 0 0 0 0 0 0 165000 0 0 BRIAN SIECK MD FORMER BOARD OF DIRECTORS - VICE CHAIRMAN 0 477035 0 26000 0 6178 0 48300 0 24975 0 582488 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION ALL PERSONNEL SERVICES ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II, PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN FOR CALENDAR YEAR 2024: JOHN CEELEN 4 1495247 MARKET VALUE 0 false true false SCHEDULE M, PART I SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS: 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 HOSPICE 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 2025, 104 LIVE CME COURSES, 65 ENDURING MATERIAL, 51 REGULAR SCHEDULED SESSIONS, 12 PERFORMANCE/QUALITY IMPROVEMENT ACTIVITIES, AND 3 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 16,281 PARTICIPANTS. FORM 990, PART III, LINE 4B PROGRAM SERVICE ACCOMPLISHMENTS: 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 $17.2 MILLION IN NATIONAL INSTITUTE OF HEALTH GRANT AWARDS TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH CANCER RESEARCH. AT ANY GIVEN TIME, OVER 100 CLINICAL TRIALS TARGETING MORE THAN 11 DISEASE SITES ARE AVAILABLE TO OUR PATIENTS, WITH 376 INDIVIDUALS ENROLLED IN CANCER, CARDIOLOGY, OPHTHALMOLOGY, INTERVENTIONAL RADIOLOGY, AND OTHER SPECIALTY STUDIES IN 2025. THE ALL OF US GRANT NOW IN YEAR 8 AT OUR INSTITUTION, CONTINUES ITS WORK TOWARD THE NATIONAL GOAL OF GATHERING HEALTH DATA FROM 1 MILLION PARTICIPANTS FOR THE PURPOSES OF, "ACCELERATING HEALTH RESEARCH AND MEDICAL BREAKTHROUGHS, AND ENABLING INDIVIDUALIZED PREVENTION, TREATMENT, AND CARE." IN FISCAL YEAR 2025, THE RESEARCH DEPARTMENT HAD 57 PUBLICATIONS IN PEER-REVIEWED, PUBMED-INDEXED PUBLICATIONS. FORM 990, PART III, LINE 4C PROGRAM SERVICE ACCOMPLISHMENTS 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 $7.28 MILLION WAS DISTRIBUTED IN SUPPORT OF OUR MISSION: 45% FOR BEHAVIORAL HEALTH, 13% FOR PEDIATRIC NEEDS, 13% FOR MEDICAL RESEARCH, 9% FOR MEDICAL EDUCATION, 8% FOR ONCOLOGY NEEDS, 5% FOR PATIENT SERVICES AND COMMUNITY HEALTH PROGRAMS, AND 1-2% EACH FOR CARDIOLOGY & EMERGENCY SERVICES, SOCIAL SERVICES, HOSPICE, PT/OT AND EMPLOYEE HEALTH & WELLNESS. SUPPORT FOR PROGRAMS THAT BENEFIT THE COMMUNITY, SUCH AS AN EMERGENCY RESPONSE TOOLKIT FOR THE CARDIOPULMONARY UNIT, MEALS FOR PATIENT FAMILIES, HOSPICE VOLUNTEER TRAINING, SAFTEY ITEMS FOR SURVIVORS OF DOMESTIC VIOLENCE OR SEXUAL ASSAULT, NEWBORN CAR SEATS FOR FAMILIES IN NEED AND PERSONAL ITEMS FOR PATIENTS IN SUBSTANCE USE RECOVERY PROGRAMS, ARE A FEW EXAMPLES AMONG MANY EFFORTS MADE POSSIBLE WITH PHILANTHROPIC DISTRIBUTIONS OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. FORM 990, PART III, LINE 4D 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. FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES (EXPENSES $ 943,744 INCLUDING GRANTS OF $ 158,466)(REVENUE $ 219,613) OTHER FORM 990, PART IV, LINE 24A TAX EXEMPT BOND ISSUE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. IS A PART OF GUNDERSEN LUTHERAN'S OBLIGATED GROUP (GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC., GUNDERSEN CLINIC, LTD., AND GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC.) AND TAX-EXEMPT DEBT RESIDES ON GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, FEIN 39-1606449. FORM 990, PART V, LINE 2A 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 15A COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION. COMPENSATION FOR THE CEO AND KEY EXECUTIVES ARE SET BY THE EXECUTIVE COMMITTEE OF THE BOARD SUPPORTED BY MARKET DATA FROM SURVEYS AND AN INDEPENDENT CONSULTANTS REPORT. THE COMPENSATION IS DETERMINED BY MEMBERS OF THE EXECUTIVE COMMITTEE WITHOUT CONFLICT AND IS DOCUMENTED. FORM 990, PART VI, LINE 15B SENIOR LEADERS: COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION. COMPENSATION FOR THOSE WHO REPORT TO THE CEO IS TAKEN TO THE EXECUTIVE COMMITTEE FOR DISCUSSION/APPROVAL. 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 ADMINISTRATIVE SERVICE, INC. FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS DURING THE TAX YEAR, THE ORGANIZATION AMENDED AND RESTATED ITS ARTICLES OF INCORPORATION AND BYLAWS. THE CHANGES REFLECT UPDATES TO GOVERNANCE STRUCTURE, BOARD COMPOSITION, AND COMMITTEE ORGANIZATION, INCLUDING ALIGNMENT WITH THE ORGANIZATION'S REGIONAL ROLE WITHIN EMPLIFY HEALTH. THE REVISIONS ALSO CLARIFY AUTHORITY, OVERSIGHT RESPONSIBILITIES, AND OPERATIONAL PROVISIONS, AND WERE ADOPTED BY THE ENTERPRISE BOARD OF DIRECTORS ON MARCH 25, 2025. 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 THE ORGANIZATION SHALL NOT, WITHOUT THE PRIOR APPROVAL OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.: (A) AMEND OR MODIFY ITS ARTICLES OF INCORPORATION OR THESE BYLAWS, TO THE EXTENT SUCH AMENDMENTS OR MODIFICATIONS RELATE TO ANY RIGHT OR POWER RESERVED TO THE MEMBER; (B) ACQUIRE, MERGE, OR CONSOLIDATE WITH ANY ENTITY OR ENTER INTO ANY MATERIAL JOINT VENTURE OR AFFILIATION WITH ANOTHER ENTITY; (C) DISSOLVE, RESTRUCTURE, OR SELL OR DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF, THE CORPORATION; (D) ENGAGE IN ANY OTHER TRANSACTION INVOLVING CONSIDERATION ABOVE A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF TRUSTEES, FROM TIME TO TIME; (E) APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (F) INCUR INDEBTEDNESS IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF TRUSTEES, FROM TIME TO TIME; (G) INCUR UNBUDGETED CAPITAL EXPENDITURES IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF TRUSTEES, FROM TIME TO TIME; (H) INITIATE ANY VOLUNTARY FILING FOR BANKRUPTCY COURT PROTECTION; OR (I) APPROVE THE STRATEGIC PLAN OF THE CORPORATION. THE ORGANIZATION SHALL NOT, WITHOUT THE PRIOR APPROVAL OF THE CHIEF EXECUTIVE OFFICER OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.: (A) MAKE ANY MATERIAL CHANGES IN THE CLINICAL SERVICES OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, MEDICAL EDUCATION AND RESEARCH; (B) AMEND OR MODIFY THE ARTICLES OF INCORPORATION OF THE CORPORATION, THESE BYLAWS, OR OTHER GOVERNING DOCUMENTS OF THE CORPORATION (SUBJECT TO THE REQUIREMENTS OF SECTION 2(A) OF THIS ARTICLE II); (C) INCUR INDEBTEDNESS OR UNBUDGETED CAPITAL EXPENSES IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF TRUSTEES, FROM TIME TO TIME; (D) ENTER INTO ANY CONTRACTS OR AGREEMENTS OUTSIDE THE ORDINARY COURSE OF BUSINESS; (E) ACQUIRE, LEASE, OR SELL ANY REAL PROPERTY INVOLVING CONSIDERATION IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF TRUSTEES, FROM TIME TO TIME; (F) ESTABLISH OR IMPLEMENT FINANCIAL GOALS AND STANDARDS FOR THE CORPORATION; (G) ESTABLISH QUALITY, COMPLIANCE, AND CORPORATE RESPONSIBILITY PROGRAMS FOR THE CORPORATION; OR (H) ESTABLISH GUIDELINES AND AUTHORITIES FOR THE MANAGEMENT OF THE CORPORATION. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FORM 990 IS REVIEWED BY THE ACCOUNTING MANAGER AND PRINCIPAL OFFICER. IT WILL BE MADE AVAILABLE FOR ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. (GLAS) ANNUALLY REQUIRES EXECUTIVE LEADERSHIP (VICE PRESIDENTS AND ABOVE), BOARD MEMBERS, MEDICAL GOVERNORS AND FOUNDATION BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY A CONFLICT OF INTEREST REVIEW PANEL WHICH INCLUDES REPRESENTATIVES FROM LEGAL, COMPLIANCE, MEDICAL LEADERSHIP, HUMAN RESOURCES AND SUPPLY CHAIN. INDIVIDUALS REPORTING A POTENTIAL CONFLICT OF INTEREST ARE SENT A RESOLUTION THANKING THEM FOR THEIR SERVICE TO THE ORGANIZATION, ADVISING THEM OF ANY RESTRICTIONS RELATED TO THEIR CONFLICT (I.E. INDIVIDUALS WITH A RELATIONSHIP TO ANOTHER ORGANIZATION ARE ADVISED THAT THEY MUST ABSTAIN FROM DECISION MAKING THAT WOULD DIRECTLY AND SOLELY IMPACT GLAS) AND REMINDING THEM OF THEIR CONFIDENTIALITY OBLIGATIONS WITH RESPECT TO GLAS' HEALTHCARE, EMPLOYMENT AND PROPRIETARY INFORMATION. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC REQUESTS FOR ALL DOCUMENTS ARE MADE THROUGH THE LEGAL DEPARTMENT, AND THE APPROPRIATE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION IN THE LEGAL DEPARTMENT. 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