2025-08-14T15:34:32+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2023-10-01 391028657 Gundersen Clinic Ltd GUND 6087827300 1836 SOUTH AVENUE LA CROSSE WI 54601 John Ceelen CFO 2025-08-14 true true Emily Beckerman P01765498 3128792000 2025-08-06 2023 2025-03-06 01:10:19Z SCOTT RATHGABER MD 1836 SOUTH AVENUE LA CROSSE WI 54601 244409936 false X WWW.GUNDERSENHEALTH.ORG X 1963 WI See Schedule O 9 0 0 0 5756590 0 779738 1187295 159048996 242398618 175356 323956 288880 392699 160292970 244302568 3747508 3592147 0 0 0 0 0 0 0 224045849 323887609 227793357 327479756 -67500387 -83177188 218304419 220088578 958116645 1042632494 -739812226 -822543916 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 290206794 3592147 242398618 See Schedule O 290206794 true true false true 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 true true false false false true X 0 0 0 true true false false false false false false false false false false false X 9 0 false true false false true true true true true false false true true true true true true true true false WI X JOHN CEELEN 6087827300 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 EZANA AZENE MD MEDICAL GOVERNORS - 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DERM AND PLASTICS 446199 296922 296922 VISION 446130 253842 253842 PHARMACY 446110 2160398 2160398 DIAGNOSTIC TESTING INCOME 621511 2772474 2772474 0 0 0 0 242398618 323956 323956 500067 107368 392699 0 392699 392699 0 0 0 0 0 0 0 244302568 236642028 5756590 716655 1365630 1365630 2226517 2226517 0 0 95651546 84749413 10902133 6102 6102 27515 27515 6600 6600 13611304 13202493 408811 0 22751 22751 1912567 1845580 66987 624725 562678 62047 5597598 3385263 2212335 699634 697852 1782 40780 40780 12662639 7334231 5328408 2176164 71610 2104554 Leased Employees 155779626 139744218 16035408 Supplies/Bad Debts 33721273 33580513 140760 Dues/Memberships/Licenses 1003917 1003917 Taxes 181323 180433 890 161545 159298 2247 0 327479756 290206794 37272962 0 101757 102658 12675090 20036711 0 0 0 0 9675280 12565031 252498 418397881 248353116 177968162 170044765 10234045 8964680 0 0 2031994 2218422 5618091 5903813 218304419 220088578 3675704 3249971 0 0 0 0 954440941 1039382523 958116645 1042632494 X -739812226 -822543916 -739812226 -822543916 218304419 220088578 -83177188 445498 0 X false true X true true true X 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 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 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 X 0 0 0 0 0 0 Schedule A, Part I, Line 12g INFORMATION ON SUPPORTED ORGANIZATIONS 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 0 27515 429679 27515 429679 327452241 3008234408 327479756 3008664087 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 380642 242027 276873 429679 1329221 250000 250000 250000 250000 1000000 1500000 0 0 0 Schedule C, Part II-A, Line 2a, Column (e) The 4-year average period includes the current and 4 prior tax periods, which includes a short year period from January 1, 2023, through September 30, 2023. The 4 periods included in the average are 2021, 2022, Short Year 2023, and Fiscal Year 2023. 8284604 8284604 286197859 149924356 136273503 120079491 96437467 23642024 3835927 1991293 1844634 170044765 INTERCOMPANY PAYABLE 1026194798 MALPRACTICE CLAIM RESERVE 7799628 ASSET RETIREMENT OBLIGATIONS 1319028 OPERATING LEASE OBLIGATIONS 4069069 1039382523 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote INCOME TAX MATTERS (DOLLARS IN THOUSANDS) THE SYSTEM QUALIFIES AS A TAX-EXEMPT ORGANIZATIO 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 2023, net deferred tax assets of $11,395 and $10,512, respectively, which primarily are related to net operating loss carryforwards, 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 carryforwards were approximately $43,489, and the state net operating loss carryforwards 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 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 501(c)(3) 1309464 Operations Support 1 0 Charity Care 3218 2226517 Book Charity Care Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. true false false false false false false false false EZANA AZENE MD MEDICAL GOVERNORS - SECRETARY & TREASURER 0 918159 0 0 0 5148 0 45225 0 25053 0 993585 0 0 JENNIFER KLEVEN MD MEDICAL GOVERNORS - CHAIR 0 379467 0 0 0 1182 0 44720 0 4977 0 430346 0 0 ROBYN BORGE MD MEDICAL GOVERNORS - MEMBER (THRU 1/24) 0 314833 0 0 0 5895 0 44736 0 2319 0 367783 0 0 ELIZABETH COGBILL MD MEDICAL GOVERNORS - MEMBER 0 228885 0 0 0 3511 0 30873 0 10133 0 273402 0 0 CHRISTOPHER EBERLEIN MD MEDICAL GOVERNORS - MEMBER 0 391338 0 2000 0 5215 0 45225 0 25003 0 468781 0 0 PAUL BERGL MEDICAL GOVERNORS - MEMBER (BEGIN 10/24) 0 457410 0 2000 0 36015 0 41229 0 32845 0 569499 0 0 STEPHANIE CARROLL MD MEDICAL GOVERNORS - MEMBER 0 312018 0 0 0 585 0 38790 0 26356 0 377749 0 0 TREY FOLKERS MD MEDICAL GOVERNORS - MEMBER (THRU 7/24) 0 763954 0 2000 0 5310 0 45225 0 25053 0 841542 0 0 DAVID GERHARD MEDICAL GOVERNORS - MEMBER (BEGIN 10/24) 0 294670 0 2000 0 4560 0 43597 0 22003 0 366830 0 0 BENJAMIN JARMAN MD MEDICAL GOVERNORS - MEMBER 0 466819 0 0 0 5606 0 45225 0 23147 0 540797 0 0 BENJAMIN OROZCO MD MEDICAL GOVERNORS - MEMBER 0 412928 0 1000 0 473 0 45225 0 21095 0 480721 0 0 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 0 518186 0 0 0 1302 0 45225 0 24423 0 589136 0 0 MARILU BINTZ MD CHIEF POPULATION HEALTH OFFICER 0 501038 0 0 0 38107 0 45225 0 8668 0 593038 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 HEATHER SCHIMMERS RN SOUTHERN COUNTIES REGIONAL PRESIDENT, EX-OFFICIO 0 579789 0 160770 0 5613 0 45225 0 23153 0 814550 0 0 DANIEL LILLY GENERAL COUNSEL 0 501033 0 60000 0 6283 0 45225 0 24753 0 637294 0 0 GERALD OETZEL FORMER CHIEF FINANCIAL OFFICER 0 480094 0 70000 0 4974 0 12220 0 5888 0 573176 0 0 KARI ADANK VICE PRESIDENT COMPLIANCE 0 258914 0 46000 0 1098 0 44381 0 25632 0 376025 0 0 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 0 301856 0 79250 0 740 0 45225 0 21601 0 448672 0 0 BRYAN ERDMANN CHIEF OPERATING OFFICER 0 408646 0 0 0 1230 0 45225 0 29120 0 484221 0 0 ANDREA HAUSER RN CHIEF NURSING OFFICER AND ADMIN VP 0 276740 0 0 0 4366 0 39569 0 17731 0 338406 0 0 TODD KOWALSKI MD MEDICAL VICE PRESIDENT 0 536271 0 2000 0 591 0 45225 0 29095 0 613182 0 0 MARY KUFFEL MD INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE 0 244971 0 0 0 36948 0 10186 0 1674 0 293779 0 0 JANINE LUZ VICE PRESIDENT LEARNING 0 235089 0 45000 0 5124 0 41054 0 17931 0 344198 0 0 KRISTER MATTSON VP ENTERPRISE ANALYTICS 0 299275 0 58000 0 453 0 39590 0 17611 0 414929 0 0 MICHAEL MCKEE Administrative Vice President 0 279802 0 0 0 1258 0 41528 0 28557 0 351145 0 0 SHANNON MULLIGAN VP HR & TOTAL REWARDS 0 272825 0 53000 0 4459 0 41582 0 10133 0 381999 0 0 ELLEN PEDRETTI-FENDT VP APPLICATION SERVICES 0 219171 0 0 0 1337 0 32432 0 25590 0 278530 0 0 KRAIG SCHUSTER ADMINISTRATIVE VICE PRESIDENT 0 302204 0 0 0 4253 0 44080 0 13474 0 364011 0 0 JONATHAN ZLABEK MD MEDICAL VICE PRESIDENT 0 388611 0 4000 0 15637 0 45201 0 18333 0 471782 0 0 P MICHAEL JACOBS MD MEDICAL VICE PRESIDENT 0 159868 0 0 0 49660 0 30266 0 8089 0 247883 0 0 PAMELA MAAS FORMER VICE PRESIDENT BUSINESS SERVICES 0 0 0 0 0 119446 0 0 0 0 0 119446 0 0 LEANNE ANDERSEN CHIEF PEOPLE OFFICER 0 460498 0 99114 0 4689 0 41063 0 22536 0 627900 0 0 PRAVEEN CHOPRA CHIEF DIGITAL AND INFORMATION OFFICER 0 559970 0 50000 0 45012 0 45225 0 25748 0 725955 0 0 MICHAEL DOLAN MD SOUTHERN CHIEF CLINICAL OFFICER 0 635594 0 4000 0 1775 0 45225 0 28195 0 714789 0 0 WILLIAM FARRELL CHIEF INNOVATION & STRATEGY OFFICER 0 481600 0 141200 0 5550 0 45225 0 319 0 673894 0 0 LISA HARTON CHIEF QUALITY OFFICER 0 333861 0 63651 0 414 0 18933 0 10249 0 427108 0 0 ANDREA WERNER CHIEF POPULATION OFFICER 0 306068 0 58357 0 774 0 16382 0 10711 0 392292 0 0 JERRY DAVIS MD MEDICAL DOCTOR 0 1048863 0 0 0 106945 0 32025 0 22003 0 1209836 0 0 DOUGLAS HUGHES MD MEDICAL DOCTOR 0 1112004 0 0 0 5074 0 32025 0 22003 0 1171106 0 0 JEFFREY M LAWRENCE MD MEDICAL DOCTOR 0 1229704 0 0 0 6276 0 45225 0 22003 0 1303208 0 0 MARK S TOPOLSKI MD MEDICAL DOCTOR 0 1317080 0 2000 0 5266 0 45225 0 23003 0 1392574 0 0 STEVEN WHITFORD MD MEDICAL DOCTOR 0 1049337 0 2000 0 5164 0 45225 0 25003 0 1126729 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Schedule J, Part I, Line 4a Severance or change-of-control payment PAMELA MAAS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR PURSUANT TO A CONFIDENTIAL SEVERANCE AGREEMENT. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN CLINIC, LTD. THEREFORE, THE AMOUNTS REPORTED ON SCHEDULE J REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Form 990, Part III, Line 4a Program Service Accomplishments GUNDERSEN CLINIC, LTD. (THE CLINIC) HAS 738 PHYSICIANS REPRESENTING NEARLY EVERY SPECIALTY SERVING A 21 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 1,144,681 PATIENT ENCOUNTERS FOR FY2024 (OCT-SEP). THE CLINIC PROVIDED UNCOMPENSATED CARE RELATED TO CHARITY AT COST, $1,822,561; MEDICARE, $142,043,878; AND MEDICAID, $48,952,997 FOR THE TOTAL AMOUNT OF $192,819,436 AT COST BASED ON POLICIES AND CONTRACTS ARRANGED TO HELP SUPPORT THE COMMUNITY'S NEEDS. THE $192,819,436 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 WRITEOFFS 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. Form 990, Part V, Line 1a AND Line 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 15 A AND B - PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL 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 3 Delegation of management duties ALL MANAGEMENT AND PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICE, INC. Form 990, Part VI, Line 6 Classes of members or stockholders GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE 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., HAS THE POWER TO APPOINT BOARD MEMBERS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders 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 MEDICAL GOVERNORS, SUBJECT TO CERTAIN APPROVAL POWERS OF THE BOARD OF TRUSTEES OF THE PARENT 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 GUNDERSEN CLINIC, LTD. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS. 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. Form 990, Part VII, Section A, Line 1a, Column (C) FORMER REPORTING THE FOLLOWING INDIVIDUALS ARE NO LONGER CONSIDERED OFFICERS FOR PURPOSES OF FORM 990 REPORTING: STEPHEN SHAPIRO, MD THE FOLLOWING INDIVIDUALS ARE NO LONGER CONSIDERED KEY EMPLOYEES FOR PURPOSES OF FORM 990 REPORTING: DANIEL LILLY TODD KOWALSKI, MD JOHNATHAN ZLABEK, MD MARILU BINTZ, MD ERIC DEHN KRISTER MATTSON SHANNON MULLIGAN KARI ADANK JANINE LUZ ELLEN PEDRETTI-FENDT P MICHAEL JACOBS, MD BRYAN ERDMANN MARY KUFFELL, MD KRAIG SCHUSTER MICHAEL MCKEE ANDREA HAUSER, RN FORM 990, PART I, LINE 1 - ORGANIZATION'S MISSION 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 VIII, LINE 2A - PROGRAM SERVICE REVENUE 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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