2022-11-12T09:36:05-06:00 2021-12-31 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2021-01-01 391028657 GUNDERSEN CLINIC LTD % GERALD OETZEL GUND 6087827300 1836 SOUTH AVENUE LA CROSSE WI 54601 GERALD OETZEL CFO 6087827300 2022-10-07 true GERALD OETZEL 999009999 JESS WAGENER P01622613 3128792000 2 2021 2022-09-23 18:48:47Z SCOTT RATHGABER MD 1836 SOUTH AVENUE LA CROSSE WI 54601 171216020 false X WWW.GUNDERSENHEALTH.ORG X 1963 WI SEE SCHEDULE O 10 0 0 0 4437678 0 4112255 827944 155299982 167749382 -573418 1198818 354581 346914 159193400 170123058 2185053 1930871 0 0 0 0 0 0 0 267742472 227198996 269927525 229129867 -110734125 -59006809 210830345 196742108 753676217 798844453 -542845872 -602102345 X TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH, AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. false false 203606013 1908771 167749382 PROGRAM SERVICE ACCOMPLISHMENTS: GUNDERSEN CLINIC, LTD. (THE CLINIC) HAS 642 PHYSICIANS REPRESENTING NEARLY EVERY SPECIALTY SERVING A 22 COUNTY REGION IN WESTERN WISCONSIN, NORTHEASTERN IOWA AND SOUTHEASTERN MINNESOTA. THE CLINIC PROVIDES MEDICAL CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. CHARITY CARE AND/OR FINANCIAL ASSISTANCE IS DETERMINED BASED ON FINANCIAL INFORMATION PROVIDED BY THE PATIENT AND ANALYSIS OF OTHER RELEVANT INFORMATION. THERE WERE APPROXIMATELY 1,034,706 PATIENT ENCOUNTERS FOR 2021. THE CLINIC PROVIDED ,UNCOMPENSATED CARE RELATED TO CHARITY AT COST, $378,989; MEDICARE, $21,706,234; AND MEDICAID, $10,354,853 FOR THE TOTAL AMOUNT OF $32,440,076 AT COST BASED ON POLICIES AND CONTRACTS ARRANGED TO HELP SUPPORT THE COMMUNITY'S NEEDS. THE $32,440,076 IS THE SUM OF UNREIMBURSED MEDICARE & MEDICAID COST PLUS CHARITY AT COST. ALL OF THESE ARE CALCULATED USING THE SAME METHOD UTILIZED FOR THE HOSPITAL CALCULATION OF CHARITY COST AND UNREIMBURSED MEDICARE AND MEDICAID COSTS. THE COST OF CHARITY IS CALCULATED BY ALLOCATING THE COST TO PROVIDE SERVICES TO A PATIENT BETWEEN ANY PAYMENTS, BAD DEBT, AND CHARITY WRITE-OFFS WHERE TOTAL PAYMENTS ARE LESS THAN THE COST OF SERVICES PROVIDED. THE UNREIMBURSED MEDICARE AND MEDICAID COSTS ARE CALCULATED BY COMPARING THE COST OF SERVICES TO MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. THE UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE FOR THOSE SAME PATIENTS. MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. THE UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE FOR THOSE SAME PATIENTS. 203606013 true true false true false false false false false false true false false false true true false true false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true X 0 0 0 true true false false false false false false false false false false false X 10 0 false true false false true true true true true false false true true true true true true true true false WI X GERALD OETZEL 6087757914 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 X Jerry Davis MD Medical Doctor 0.0 40.0 X 0 1152695 52134 Jeffrey Lawrence MD Medical Doctor 0.0 40.0 X 0 1112688 63734 Douglas Hughes MD Medical Doctor 0.0 40.0 X 0 1074210 52134 Kurt Ziegelbein MD Medical Doctor 0.0 40.0 X 0 1006582 66484 Scott Rathgaber MD CEO/BOARD OF GOVERNORS - MEMBR 2.0 46.0 X X 0 999343 64734 MARK TOPOLSKI MD MEDICAL DOCTOR 0.0 40.0 X 0 1003329 59978 EZANA AZENE MD BD OF GOVNRS -MEMBR (BEG 1/21) 2.0 40.0 X 0 961682 66484 Michael Dolan MD Exec VP, Med Chief Operation 2.0 46.0 X 0 634459 64934 Marilu Bintz MD Chief Population Health Offcr 2.0 48.0 X 0 622664 50390 Gerald Oetzel Chief Financial Officer 2.0 47.0 X 0 583185 53726 Kurt Oettel MD BOARD OF GOVERNORS - MEMBER 2.0 40.0 X 0 522384 63734 Mary Kuffel MD Medical Vice President 0.0 40.0 X 0 536104 43442 CHRISTINE WALLER MD BD OF GOVNRS -MEMBR (BEG 1/21) 2.0 40.0 X 0 501924 74870 Todd Kowalski MD MEDICAL VICE PRESIDENT 0.0 40.0 X 0 498112 66134 Praveen Chopra Chief Information Officer 2.0 46.0 X 0 501493 62520 Stephen Shapiro MD CHIEF MEDICAL FOUNDATION OFFCR 2.0 49.0 X 0 487953 66134 Gregory Thompson MD Chief Medical Officer 2.0 46.0 X 0 477988 64934 Stephanie Neuman MD BOARD OF GOVERNORS - MEMBER 2.0 46.0 X 0 464519 64734 BENJAMIN JARMAN MD BOARD OF GOVERNORS - MEMBER 2.0 46.0 X 0 467184 59978 Jonathan Zlabek MD Medical Vice President 0.0 40.0 X 0 458165 66484 P Michael Jacobs DPM MEDICAL VICE PRESIDENT 0.0 42.0 X 0 450688 66234 Brian Sieck MD FORMER SECRETARY/TREAS THRU 17 0.0 40.0 X 0 456722 59978 Elizabeth Smith-Houskamp PhD RN ADMIN COO, CNO (THRU 10/21) 2.0 48.0 X 0 457394 44915 William Farrell Chief Business & Strategy Offr 2.0 47.5 X 0 423330 42050 Chris Eberlein MD BOARD OF GOVERNORS - MEMBER 2.0 40.0 X 0 387472 63734 Kelley Bahr MD BOARD OF GOVERNORS - MEMBER 2.0 46.0 X 0 388859 41915 Mary Ellen McCartney Chief Human Resources Officer 2.0 46.0 X 0 371104 51314 Bryan Erdmann Administrative Vice President 0.0 42.5 X 0 296814 65944 Julio Bird MD FORMER OFFICER THRU 16 0.0 40.0 X 0 311469 49425 Stephanie Carroll MD FORMER MEDICAL VP THRU 20 0.0 41.0 X 0 298096 57986 Robyn Borge MD BD OF GOV-MEMBR/CHF OF MED STF 2.0 46.0 X X 0 297040 43442 Lisa Wied Administrative Vice President 0.0 40.5 X 0 261892 62443 Michael McKee Administrative Vice President 0.0 42.3 X 0 258496 62247 Kraig Schuster Administrative Vice President 0.0 42.0 X 0 265615 52912 Jennifer Kleven MD BOARD OF GOVERNORS - MEMBER 2.0 48.0 X 0 265647 37707 Pamela Maas Vice President Business SVCS 0.0 40.0 X 0 263293 37362 Kari Adank Vice President Compliance 0.0 40.0 X 0 224875 54502 Janine Luz Vice President Learning 0.0 40.0 X 0 207536 49876 Andrea Hauser VP PATIENT EXP & DEPT NURSING 0.0 41.0 X 0 202741 46218 Ellen Pedretti-Fendt VP APPLICATION SERVICES 0.0 40.0 X 0 192556 52259 Jack Schwartz Vice President Foundation 0.0 40.0 X 0 203992 36244 Daniel P Breazeale VP FINANCE (THRU 10/21) 0.0 40.0 X 0 200020 37695 Todd Bille VP GRWTH, STRATGY (THRU 10/21) 0.0 40.0 X 0 198583 31726 Heather Schimmers ADMIN OPERATING OFFCR/CNO 2.0 46.0 X 0 145857 13926 Garith Steiner Former Vice President thru 19 0.0 40.0 X 0 131713 18896 0 16242269 1504607 0 true true false GUNDERSEN LUTHERAN ADMIN SERVICES 1910 SOUTH AVENUE LA CROSSE WI 54601 services / supplies 169119418 1 X 23557 765217 39170 827944 MEDICAL SERVICE PROVIDED 621498 163482600 163311704 170896 ONLINE SALES - DERM AND PLASTICS 446199 307134 307134 VISION 446130 195133 195133 PHARMACY 446110 1949280 1949280 DIAGNOSTIC TESTING INCOME 621511 1815235 1815235 167749382 137438 137438 0 0 466017 119103 346914 0 346914 346914 2035239 973859 1061380 1061380 1061380 0 0 0 0 0 0 0 0 0 0 170123058 163311704 4437678 1545732 1327976 1327976 602895 602895 0 0 0 0 0 0 0 0 50610145 44984679 5625466 0 26050 26050 0 0 0 22411 22411 0 0 6600 6600 0 10686061 10278735 407326 14108 8442 5666 0 1870135 1728267 141868 0 123332 120129 3203 0 0 5520193 3623837 1896356 0 533119 529878 3241 0 0 74628 65453 9175 0 0 0 9616802 4204098 5412704 0 525762 78750 447012 0 LEASED EMPLOYEES 118509273 107007344 11501929 0 SUPPLIES/BAD DEBTS 28113378 28072401 40977 0 MISCELLANEOUS 946999 924668 22331 0 229129867 203606013 25523854 0 167630 91365 0 0 0 0 9225320 6148247 0 0 0 0 0 0 5596276 7056596 173 0 369042939 205093775 174282830 163949164 11165679 10361757 0 0 0 0 2093187 1843537 8299250 7291442 210830345 196742108 5834279 5938415 0 0 5685905 2796848 0 0 0 0 0 0 0 0 0 0 742156033 790109190 753676217 798844453 X -542845872 -602102345 0 0 -542845872 -602102345 210830345 196742108 -59006809 -249664 X X false true X true true true X SUPPLEMENTAL INFORMATION THE CLINIC HAS OBTAINED TAX-EXEMPT STATUS AS AN ORGANIZATION WHOSE MAIN PURPOSE IS TO PROVIDE MEDICAL CARE. HOWEVER, THE CLINIC IS NOT REQUIRED TO BE LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY THE STATE OF WISCONSIN AS A HOSPITAL AND IS NOT REQUIRED TO FILE SCHEDULE H. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 22411 380642 22411 380642 229107456 2355041374 229129867 2355422016 1000000 1000000 250000 250000 1000000 1000000 1000000 1000000 4000000 6000000 231180 242328 259182 380642 1113332 250000 250000 250000 250000 1000000 1500000 0 0 8241753 8241753 256063892 125888388 130175504 104737294 79205387 25531907 0 163949164 0 INTERCOMPANY PAYABLE 776115942 MALPRACTICE CLAIM RESERVE 7751048 ASSET RETIREMENT OBLIGATIONS 1189688 OPERATING LEASE OBLIGATIONS 5043051 LEASE CONTRACT PAYABLE 9461 790109190 X FORM 990, SCH D, PART X LINE 2 INCOME TAX MATTERS (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 DECEMBER 31, 2021 AND 2020, NET DEFERRED TAX ASSETS OF $7,545 AND $7,948, RESPECTIVELY, WHICH PRIMARILY ARE RELATED TO NET OPERATING LOSS CARRYFORWARDS, HAVE VALUATION ALLOWANCES OF $7,545 AND $7,948, RESPECTIVELY, RECORDED AGAINST THEM DUE TO THE UNCERTAINTY OF REALIZING THOSE BENEFITS IN THE FUTURE. AT DECEMBER 31, 2021, THE SYSTEM'S FEDERAL NET OPERATING LOSS CARRYFORWARDS WERE APPROXIMATELY $28,300, AND THE STATE NET OPERATING LOSS CARRYFORWARDS WERE APPROXIMATELY $26,300, WHICH WILL EXPIRE BETWEEN 2030 AND 2039. 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 2016 and prior years. true GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 501(C)(3) 1305876 OPERATIONS support 1 0 CHARITY CARE 3588 602895 BOOK CHARITY CARE FORM 990, SCHEDULE I, LINE 2 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS ASSISTANCE WAS TO A RELATED ORGANIZATION, FUNDS ARE MONITORED BY MANAGEMENT AND THE BOARD OF GOVERNORS. false false false false false false false BENJAMIN JARMAN MD BOARD OF GOVERNORS - MEMBER 0 460492 0 2000 0 4692 0 42050 0 17982 0 527216 0 0 Brian Sieck MD FORMER SECRETARY/TREAS THRU 17 0 445992 0 2000 0 8730 0 42050 0 17982 0 516754 0 0 Bryan Erdmann Administrative Vice President 0 289952 0 2000 0 4862 0 42050 0 28028 0 366892 0 0 Douglas Hughes MD Medical Doctor 0 1067496 0 2000 0 4714 0 30450 0 21738 0 1126398 0 0 Elizabeth Smith-Houskamp PhD RN ADMIN COO, CNO (THRU 10/21) 0 422485 0 28700 0 6209 0 42050 0 2912 0 502356 0 0 Ellen Pedretti-Fendt VP APPLICATION SERVICES 0 190246 0 2000 0 310 0 27825 0 27200 0 247581 0 0 Garith Steiner Former Vice President thru 19 0 130313 0 1400 0 0 0 18896 0 1832 0 152441 0 0 Gerald Oetzel Chief Financial Officer 0 575972 0 2000 0 5213 0 42050 0 11730 0 636965 0 0 Gregory Thompson MD Chief Medical Officer 0 471296 0 2000 0 4692 0 42050 0 22938 0 542976 0 0 Janine Luz Vice President Learning 0 201577 0 2000 0 3959 0 29954 0 19976 0 257466 0 0 Jeffrey Lawrence MD Medical Doctor 0 1106196 0 1800 0 4692 0 42050 0 21738 0 1176476 0 0 Jennifer Kleven MD BOARD OF GOVERNORS - MEMBER 0 259625 0 6000 0 22 0 37707 0 3301 0 306655 0 0 Jerry Davis MD Medical Doctor 0 1124313 0 2000 0 26382 0 30450 0 21738 0 1204883 0 0 Jonathan Zlabek MD Medical Vice President 0 430413 0 6500 0 21252 0 42050 0 24488 0 524703 0 0 Julio Bird MD FORMER OFFICER THRU 16 0 256523 0 2000 0 52946 0 38583 0 10856 0 360908 0 0 Kari Adank Vice President Compliance 0 222829 0 2000 0 46 0 32818 0 24861 0 282554 0 0 Kelley Bahr MD BOARD OF GOVERNORS - MEMBER 0 379667 0 4500 0 4692 0 41915 0 54 0 430828 0 0 Kraig Schuster Administrative Vice President 0 259902 0 2000 0 3713 0 36055 0 20561 0 322231 0 0 Lisa Wied Administrative Vice President 0 256246 0 2000 0 3646 0 38009 0 24488 0 324389 0 0 Marilu Bintz MD Chief Population Health Offcr 0 615241 0 2000 0 5423 0 42050 0 8393 0 673107 0 0 Mary Ellen McCartney Chief Human Resources Officer 0 368536 0 2000 0 568 0 42050 0 14010 0 427164 0 0 Mary Kuffel MD Medical Vice President 0 529412 0 2000 0 4692 0 42050 0 1446 0 579600 0 0 Michael Dolan MD Exec VP, Med Chief Operation 0 615987 0 6500 0 11972 0 42050 0 27630 0 704139 0 0 Michael McKee Administrative Vice President 0 256496 0 2000 0 0 0 38063 0 27861 0 324420 0 0 P Michael Jacobs DPM MEDICAL VICE PRESIDENT 0 443996 0 2000 0 4692 0 42050 0 24220 0 516958 0 0 Pamela Maas Vice President Business SVCS 0 257667 0 2000 0 3626 0 37362 0 54 0 300709 0 0 Daniel P Breazeale VP FINANCE (THRU 10/21) 0 183989 0 2037 0 13994 0 19625 0 18113 0 237758 0 0 Robyn Borge MD BD OF GOV-MEMBR/CHF OF MED STF 0 290917 0 2000 0 4123 0 40692 0 2804 0 340536 0 0 Scott Rathgaber MD CEO/BOARD OF GOVERNORS - MEMBR 0 992496 0 2000 0 4847 0 42050 0 22738 0 1064131 0 0 Stephanie Carroll MD FORMER MEDICAL VP THRU 20 0 293496 0 4600 0 0 0 36302 0 25837 0 360235 0 0 Todd Kowalski MD MEDICAL VICE PRESIDENT 0 448096 0 6500 0 43516 0 42050 0 28830 0 568992 0 0 William Farrell Chief Business & Strategy Offr 0 416166 0 2000 0 5164 0 42050 0 54 0 465434 0 0 Chris Eberlein MD BOARD OF GOVERNORS - MEMBER 0 376096 0 6500 0 4876 0 42050 0 21738 0 451260 0 0 Stephanie Neuman MD BOARD OF GOVERNORS - MEMBER 0 462497 0 2000 0 22 0 42050 0 30430 0 536999 0 0 Kurt Oettel MD BOARD OF GOVERNORS - MEMBER 0 466829 0 4500 0 51055 0 42050 0 21738 0 586172 0 0 Todd Bille VP GRWTH, STRATGY (THRU 10/21) 0 179921 0 2000 0 16662 0 25166 0 8167 0 231916 0 0 Kurt Ziegelbein MD Medical Doctor 0 999890 0 2000 0 4692 0 42050 0 24488 0 1073120 0 0 EZANA AZENE MD BD OF GOVNRS -MEMBR (BEG 1/21) 0 952490 0 4500 0 4692 0 42050 0 29488 0 1033220 0 0 CHRISTINE WALLER MD BD OF GOVNRS -MEMBR (BEG 1/21) 0 490526 0 6500 0 4898 0 42050 0 32874 0 576848 0 0 Heather Schimmers ADMIN OPERATING OFFCR/CNO 0 124831 0 0 0 21026 0 10938 0 2997 0 159792 0 0 Praveen Chopra Chief Information Officer 0 285975 0 0 0 215518 0 42050 0 24816 0 568359 0 0 Stephen Shapiro MD CHIEF MEDICAL FOUNDATION OFFCR 0 481429 0 6500 0 24 0 42050 0 28830 0 558833 0 0 Andrea Hauser VP PATIENT EXP & DEPT NURSING 0 183421 0 10870 0 8450 0 29046 0 17226 0 249013 0 0 Jack Schwartz Vice President Foundation 0 198241 0 2000 0 3751 0 27904 0 8394 0 240290 0 0 MARK TOPOLSKI MD MEDICAL DOCTOR 0 994658 0 2000 0 6671 0 42050 0 17982 0 1063361 0 0 FORM 990, SCH J, PART I LINES 2 & 3 ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FORM 990, SCH J, PART II GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN CLINIC. THEREFORE, THE AMOUNTS REPORTED ON SCHEDULE J REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FORM 990, PART I LINE 1 TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH, AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. FORM 990, PART IV LINE 24A TAX EXEMPT BONDS GUNDERSEN CLINIC, LTD. IS PART OF THE 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 THE BALANCE SHEET OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FEIN 39-1606449. FORM 990, PART V LINES 1 & 2 ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. 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 3 ALL MANAGEMENT AND PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL CENTER ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICE, INC. FORM 990, PART VI LINE 6 GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. FORM 990, PART VI LINE 7A THE CORPORATE MEMBER, GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., HAS THE POWER TO APPOINT BOARD MEMBERS FORM 990, PART VI LINE 7B THE CORPORATION'S SOLE SHAREHOLDER IS GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. THE BYLAWS MAY BE AMENDED BY THE BOARD WITH APPROVAL OF THE PARENT CORPORATION, OR BY THE VOTE OF THE SOLE SHAREHOLDER. ALSO, THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE DIRECTION OF THE CORPORATION'S BOARD OF GOVERNORS, SUBJECT TO CERTAIN APPROVAL POWERS OF THE BOARD OF GOVERNORS AND BOARD OF TRUSTEES OF THE PARENT CORPORATION. FORM 990, PART VI LINE 11B 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. UPON FURTHER REVIEW FROM THE CFO AND/OR THE EXECUTIVE DIRECTOR FINANCE, THE 990S ARE APPROVED AND FILED. FORM 990, PART VI LINE 12C GUNDERSEN CLINIC, LTD. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI LINE 15 ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. 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 AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES. FORM 990, PART VI LINE 19 REQUESTS FOR ALL DOCUMENTS ARE MADE THROUGH THE LEGAL DEPARTMENT AND THE APPROPRIATE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION IN THE LEGAL DEPARTMENT. FORM 990, PART VII, SECTION A, LINE 1 & PART VI SECTION A LINE 3 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN CLINIC. THEREFORE, THE AMOUNTS REPORTED ON PART VII REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FORM 990, PART VIII LINE 2A THE PROVISION OF MEDICAL SERVICES IN A MANNER BENEFICIAL TO THE COMMUNITY FURTHERS GUNDERSEN CLINIC, LTD.'S CHARITABLE PURPOSE OF PROMOTION OF HEALTH. 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