2018-11-14T14:49:31-06:00 2017-12-31 KPMG LLP 4200 WELLS FARGO CTR 90 S 7TH ST MINNEAPOLIS MN 55402 990 2017-01-01 391866425 Gundersen Lutheran Health System Inc % Perry Breazeale GUND 6087827300 1836 South Ave Suite NCA1-01 La Crosse WI 54601 PERRY BREAZEALE Exec. Dir. Finance 6087754443 2018-11-08 true Monroe J Gierl P01413237 6123055000 2018-11-08 167.68.102.5 47006120183185000001 2018-11-14 P 80A177424C680C2DAD2A222932BC57697C814DAD 1AC817DA654FAC82C3A77F7D3F33864379930489 2017 2019-02-21 02:37:17Z Gundersen Health System Scott Rathgaber MD 1836 South Avenue La Crosse WI 54601 1504900 false X www.gundersenhealth.org X 1996 WI SEE SCHEDULE O. 13 4 0 0 140710 128384 15949000 1494750 0 0 1584 1736 -48420 8414 15902164 1504900 15949000 1494750 0 0 0 0 0 0 0 0 82942 15949000 1577692 -46836 -72792 41946668 40013880 347567 220574 41599101 39793306 X To support Gundersen Lutheran Medical Center, Inc. and Gundersen Clinic, Ltd. and/or their affiliates' programs of health care, medical education, medical research and community health promotion activities within the meaning of Sec 509(a)(3) of the IRC; to engage in activities relating to the aforementioned purposes, including the power to acquire/receive funds and property of every kind and to invest in, receive, hold, use and dispose of all property, real or personal, to carry into effect the aforementioned purposes. true false 1494750 1494750 0 Gundersen Lutheran Health System, Inc. provides support to an integrated health system with local access in the primarily rural region of West Central Wisconsin, Southeast Minnesota and Northeast Iowa. Gundersen Lutheran Health System Inc.'s affiliates comprehensive range of services include inpatient, clinical, behavioral health, diagnostic, emergency and other services in numerous medical specialties. 1494750 true true false true false false false false false false false true false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 0 0 0 true true false false false false false false false false false X 13 4 true false false false false false false true true false false true true true true true true true true false WI X Perry Breazeale 6087754443 1836 South Avenue La Crosse WI 54601 Scott Rathgaber MD Chief Executive Officer 2.0 46.0 X X 0 887280 63882 Wendy Lommen Board of Trustees - Chair 2.0 4.0 X X 0 0 0 John Lyche Board of Trustees - Secretary 2.0 4.0 X X 0 0 0 Gerald Arndt Board of Trustees - Member 2.0 6.0 X 0 0 0 Gerald Kember Board of Trustees - Member 2.0 6.0 X 0 0 0 Mark Glendenning Board of Trustees - Vice Chair 2.0 4.0 X X 0 0 0 Brad Sturm Board of Trustees - Treasurer 2.0 4.0 X X 0 0 0 Dan Florness Board of Trustees - Member 2.0 4.0 X 0 0 0 Rick Radcliffe Board of Trustees - Member 2.0 4.0 X 0 0 0 Stephen Shapiro MD Board of Trustees- Member 2.0 47.0 X 0 457596 64982 Brian Sieck MD Board of Trustees - Member 2.0 48.0 X 0 403930 64932 Kelley Bahr MD Board of Trustees - Member 2.0 46.0 X 0 362802 35510 Jonathan Zlabek MD Board of Trustees - Member 2.0 46.0 X 0 315951 64882 Greg Thompson MD BOT - Member, CMO 2.0 46.0 X X 0 443048 63132 Elizabeth Smith-Houskamp Vice President, Admin COO 2.0 48.0 X 0 410284 39150 Michael Dolan MD Exec VP, Medical COO 2.0 46.0 X 0 572038 62382 Marilu Bintz MD Senior Vice President, Med VP 2.0 48.0 X 0 561138 49546 Rose Ann-Laureto Chief Information Officer 2.0 47.0 X 0 424937 48546 Dara Bartels Chief Financial Officer 2.0 46.0 X 0 366280 64382 P Michael Jacobs DPM Medical Vice President 0.0 42.0 X 0 363780 64882 Mary Kuffel MD Medical Vice President 0.0 41.0 X 0 491214 40542 Stephanie Carroll MD Medical Vice President 0.0 40.0 X 0 306262 54618 Todd Kowalski MD Medical Vice President 0.0 40.0 X 0 363014 63132 Lisa Wied Vice President 0.0 40.0 X 0 207042 55188 Mike McKee Vice President 0.0 43.0 X 0 204496 56182 Kraig Schuster Vice President 0.0 42.0 X 0 213834 54378 Bryan Erdmann Vice President 0.0 42.0 X 0 250355 62331 Garith Steiner Vice President 0.0 40.0 X 0 250881 33125 Kathleen Klock Senior Vice President 0.0 41.0 X 0 446372 59174 Mary Ellen McCartney Senior Vice President 0.0 40.0 X 0 211514 41827 Jean Krause Senior Vice President 0.0 43.0 X 0 242400 45614 Jeffrey Lawrence MD Medical Doctor 0.0 40.0 X 0 1094798 62382 Edward Riley II MD Medical Doctor 0.0 40.0 X 0 1250584 64982 Jerry Davis MD Medical Doctor 0.0 40.0 X 0 1153798 51582 Mark Topolski MD Medical Doctor 0.0 40.0 X 0 992748 68082 Douglas Hughes MD Medical Doctor 0.0 40.0 X 0 1112008 51582 Jeffrey Thompson MD Former CEO 0.0 40.0 X 0 251343 62626 Debra Rislow Former SVP, Admin COO 0.0 0.0 X 0 165445 3915 0 14777172 1617470 0 true true false NA 0 1494750 1494750 0 1736 140710 -138974 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Operating Revenue 900099 8414 8414 8414 1504900 140710 -130560 1494750 1494750 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 Income Tax 82942 82942 1577692 1494750 82942 0 0 0 148635 198648 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 249797 0 18964478 16463021 0 0 0 0 22583758 23352211 41946668 40013880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 347567 220574 347567 220574 X 41599101 39793306 0 0 0 0 41599101 39793306 41946668 40013880 X -72792 -1733003 X false true X true false X X 2 Gundersen Lutheran Medical Center Inc 390813416 3 true 0 0 Gundersen Clinic Ltd 391028657 3 true 0 0 2 0 0 true false false false false true false false false false false false false false false true Sch A Part I Line 12g Gundersen Lutheran Health System, Inc. provides support to each of the organizations listed; however, such services cannot easily be quantified in dollar-based terms. Sch A Part IV Section A Line 6 Services provided by supporting, operating for benefit of, performing the functions of, and carrying out the charitable purposes of Gundersen Lutheran Health System affiliates. The organization supports the Gundersen Lutheran Health System affiliates' programs of health care, medical education, medical research, and community health promotion activities within the meaning of Section 509(a)(3) of the Internal Revenue Code. X 243711 243711 1577692 1907563731 1577692 1907807442 228885 1000000 57221 250000 1000000 1000000 1000000 1000000 4000000 6000000 281562 271755 219895 243711 1016923 250000 250000 250000 250000 1000000 1500000 DEGEN BERGLUND, INC. 2531478 F GUNDERSEN LUTHERAN ENVISION 13930043 F GUNDERSEN CLINIC, LTD 1500 F 16463021 GUNDERSEN HEALTH PLAN 4697183 SPWI TPA (QUARTZ) 17926670 WINONA AREA AMBULANCE SERVICE 728358 23352211 0 LA CROSSE MEDICAL HEALTH SCIENCE CO 220574 220574 X Sch D Part X Line 2 Income Tax Footnote (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 Degen Berglund, Inc. and Gundersen Lutheran Envision, LLC, which are for-profit entities. At December 31, 2017 and 2016, net deferred tax assets of $5,036 and $3,493, respectively, which primarily are related to net operating loss carryforwards, have valuation allowances of $4,000 and $2,766, respectively, recorded against them due to the uncertainty of realizing those benefits in the future. At December 31, 2017, the System's federal net operating loss carryforwards were approximately $28,600, and the state net operating loss carryforwards were approximately $25,200, which will expire between 2026 and 2035. 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 2013 AND PRIOR YEARS. The Tax Cuts and Jobs Act (Act) was enacted on December 22, 2017. The Act reduces the U.S. federal corporate tax rate from 35% to 21%, requires companies to pay a one-time transition tax on earnings of certain foreign subsidiaries that was previously tax deferred, and creates new taxes on certain foreign sourced earnings. For tax-exempt entities, the Act also requires organizations to categorize certain fringe benefit expenses as a source of unrelated business income, pay an excise tax on remuneration above certain thresholds that is paid to executives by the organization, and report income or loss from unrelated business activities on an activity-by-activity basis, among other provisions. At December 31, 2017, the System has made a reasonable estimate of the tax effects of the enactment of the Act. Certain regulatory guidance provides for a measurement period of up to one year during which the accounting for the tax effects of the Act may be completed. The System may record further adjustments in future periods upon obtaining, preparing, or analyzing additional information about facts and circumstances that existed as of the date of enactment that would have affected the income tax effects initially reported. The System will continue to revise and refine the calculations as additional Internal Revenue Service guidance is issued. true Gundersen Health Plan Inc 1836 South Avenue La Crosse WI 54601 391807071 501(c)(4) 373750 Equity Transfer - GHP/Unity Merger United Health Corporation 7974 UW Health Court Middleton WI 53562 472553196 501(C)(4) 1121000 Equity Transfer - GHP/Unity Merger 0 2 Sch I Part I Line 2 Assistance was made to previous related organizations that we still have an investment in. The funds are monitored by management and the Board of Trustees. true false false false false false false false false Scott Rathgaber MD Chief Executive Officer 0 832496 0 50000 0 4784 0 39150 0 24786 0 951216 0 0 Stephen Shapiro MD Board of Trustees- Member 0 452096 0 5000 0 500 0 39150 0 30170 0 526916 0 0 Brian Sieck MD Board of Trustees - Member 0 396446 0 3000 0 4484 0 39150 0 25836 0 468916 0 0 Kelley Bahr MD Board of Trustees - Member 0 355000 0 3000 0 4802 0 35510 0 54 0 398366 0 0 Jonathan Zlabek MD Board of Trustees - Member 0 306495 0 5000 0 4456 0 39150 0 25786 0 380887 0 0 Greg Thompson MD BOT - Member, CMO 0 438246 0 0 0 4802 0 39150 0 24036 0 506234 0 0 P Michael Jacobs DPM Medical Vice President 0 359496 0 0 0 4284 0 39150 0 25786 0 428716 0 0 Mary Kuffel MD Medical Vice President 0 478912 0 8000 0 4302 0 39150 0 1446 0 531810 0 0 Stephanie Carroll MD Medical Vice President 0 303244 0 3000 0 18 0 39150 0 19371 0 364783 0 0 Todd Kowalski MD Medical Vice President 0 357496 0 5000 0 518 0 39150 0 28320 0 430484 0 0 Lisa Wied Vice President 0 203896 0 0 0 3146 0 29356 0 25886 0 262284 0 0 Mike McKee Vice President 0 203996 0 0 0 500 0 30450 0 28432 0 263378 0 0 Kraig Schuster Vice President 0 213334 0 0 0 500 0 30538 0 26644 0 271016 0 0 Elizabeth Smith-Houskamp Vice President, Admin COO 0 406000 0 0 0 4284 0 39150 0 54 0 449488 0 0 Bryan Erdmann Vice President 0 247941 0 0 0 2414 0 36794 0 28788 0 315937 0 0 Garith Steiner Vice President 0 250000 0 0 0 881 0 33125 0 3204 0 287210 0 0 Michael Dolan MD Exec VP, Medical COO 0 566538 0 5000 0 500 0 39150 0 27570 0 638758 0 0 Marilu Bintz MD Senior Vice President, Med VP 0 556336 0 0 0 4802 0 39150 0 10450 0 610738 0 0 Kathleen Klock Senior Vice President 0 441372 0 5000 0 0 0 39150 0 24344 0 509866 0 0 Mary Ellen McCartney Senior Vice President 0 211014 0 0 0 500 0 30907 0 13660 0 256081 0 0 Jean Krause Senior Vice President 0 209214 0 30000 0 3186 0 32894 0 12766 0 288060 0 0 Rose Ann-Laureto Chief Information Officer 0 389837 0 0 0 35100 0 39150 0 13734 0 477821 0 0 Dara Bartels Chief Financial Officer 0 361996 0 0 0 4284 0 39150 0 25286 0 430716 0 0 Jeffrey Lawrence MD Medical Doctor 0 1090496 0 0 0 4302 0 39150 0 23286 0 1157234 0 0 Edward Riley II MD Medical Doctor 0 1250396 0 0 0 188 0 39150 0 30170 0 1319904 0 0 Jerry Davis MD Medical Doctor 0 1149496 0 0 0 4302 0 28350 0 23286 0 1205434 0 0 Mark Topolski MD Medical Doctor 0 988296 0 0 0 4452 0 39150 0 28986 0 1060884 0 0 Douglas Hughes MD Medical Doctor 0 1071996 0 0 0 40012 0 28350 0 23286 0 1163644 0 0 Jeffrey Thompson MD Former CEO 0 247646 0 0 0 3697 0 36794 0 25875 0 314012 0 0 Debra Rislow Former SVP, Admin COO 0 -485 0 0 0 165930 0 0 0 3915 0 169360 0 0 Sch J Part I Line 1a and 3 All personnel services for Gundersen Lutheran Health System, Inc. are performed by employees of Gundersen Lutheran Administrative Services, Inc. and all payments to vendors are made by Gundersen Lutheran Administrative Services, Inc. Sch J Part I Line 4a 2017 Severance Payments: Debra Rislow - $162,500 Form 990 Part I Line Purpose of promoting health care by supporting, operating for the benefit of, performing the functions of and carrying out the charitable purposes of GLHS, Inc.'s affiliates as long as such organizations are described in Section 501(c)(3) and Sections 509)(a)(1) or (2) of the Internal Revenue Code. Form 990 Part III Line 2 MOUNDVIEW MEMORIAL HOSPITAL AND CLINICS BECAME A WHOLLY CONTROLLED AFFILIATE OF GUNDERSEN HEALTH SYSTEM ON OCTOBER 1, 2017. Form 990 Part VI Line 2 Mark Glendenning and Gerald Arndt - Business Relationship 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 and upon further review from the CFO and/or the Executive Director Finance, the 990s are approved and filed. Form 990 Part VI Line 12c Each member of Gundersen Lutheran Health System, Inc.'s Governing Board signs a conflict of interest statement on an annual basis. Conflicts are monitored by reviewing any disclosures made on these statements. Form 990 Part VI Line 15a All personnel services for Gundersen Lutheran Health System, 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 where such discussions take place. Recommendations for compensation for the organization's key management employees are developed annually by the CEO, after 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. A copy of the Gundersen Lutheran Health System, Inc.'s Form 990 can also be found electronically on www.guidestar.org. Form 990 Part XI Line 9 OTHER CHANGES IN NET ASSETS: CAPITAL CONTRIBUTION - HEALTH PLAN 373,750 EQUITY OF CONSOLIDATED AFFILIATES (2,501,457) EQUITY OF UNCONSOLIDATED AFFILIATES (333,654) Equity in Winona Ambulance 728,358 ------------------ TOTAL OTHER CHANGES IN NET ASSETS (1,733,003) Gundersen Lutheran Medical Center Inc 1910 South Avenue La Crosse WI 54601 390813416 Health Care WI 501(c)(3) Line 3 GLHS true Gundersen Clinic Ltd 1836 South Avenue La Crosse WI 54601 391028657 Health Care WI 501(c)(3) Line 3 GLHS true Gundersen Lutheran Administrative Svc 1910 South Avenue La Crosse WI 54601 391606449 Support Org. WI 501(c)(3) Line 12B,II GLHS true Gundersen Lutheran Medical Foundation 1836 South Avenue La Crosse WI 54601 391249705 Foundation WI 501(c)(3) Line 7 GLHS true Gundersen Lutheran Credentialing Svc 1910 South Avenue La Crosse WI 54601 391856898 Credentialing WI 501(c)(3) Ln 12C,III GLHS true Tri-County Memorial Hospital Inc 18601 Lincoln Street Whitehall WI 54773 390704510 Health Care WI 501(c)(3) Line 3 GLHS true Tri-County Memorial Foundation Inc 18601 Lincoln Street Whitehall WI 54773 300093022 Foundation WI 501(c)(3) Line 12A, I TRI-COUNTY false Harmony Community Healthcare Inc 815 Main Avenue South Harmony MN 55939 410711606 Health Care MN 501(c)(3) Line 10 GLHS true Tweeten Lutheran Healthcare Center Inc 125 Fifth Avenue SE Spring Grove MN 55974 411565003 Health Care MN 501(c)(3) Line 10 GLHS true Tri-State Ambulance Inc 235 Causeway Blvd La Crosse WI 54603 391965415 MDCL TRANSPO. WI 501(c)(3) Line 3 GLHS true Tri-State Regional Ambulance Inc 235 Causeway Blvd La Crosse WI 54603 391962965 MDCL TRANSPO. WI 501(c)(3) Line 10 GLHS true Lutheran Real Estate Holding Corporation 1910 South Avenue La Crosse WI 54601 391480826 Housing WI 501(c)(3) Ln 12C,III GLHS true Lutheran Housing of La Crosse Inc 1900 South Avenue La Crosse WI 54601 391751934 Ind. Living WI 501(c)(3) Line 10 LRHC false Community Housing of La Crosse Inc 1900 South Avenue La Crosse WI 54601 391586700 Ind. Living WI 501(c)(3) Line 10 LRHC false St Joseph's Health Services Inc 400 Water Avenue Hillsboro WI 54634 390929538 Health Care WI 501(c)(3) Line 3 GLHS true St Joseph's Memorial Foundation 400 Water Avenue Hillsboro WI 54634 391455787 Foundation WI 501(c)(3) Line 12A, I S JOSEPH HS false Memorial Hospital of Boscobel 205 Parker Street Boscobel WI 53805 390845590 Health Care WI 501(c)(3) Line 3 GLHS true Memorial Hospital of Boscobel Fndt Inc 205 Parker Street Boscobel WI 53805 391688793 Fundraising WI 501(c)(3) Line 7 NA false Boscobel Area Healthcare Partners 205 Parker Street Boscobel WI 53805 450498844 Fundraising WI 501(c)(3) Line 7 NA false Palmer Lutheran Health Center Inc 112 Jefferson Street West Union IA 52175 421320763 Health Care IA 501(c)(3) Line 3 GLHS true Palmer Memorial Foundation 112 Jefferson Street West Union IA 52175 421032878 Foundation IA 501(c)(3) Line 7 PLHC false Moundview Memorial Hospitals & Clinics 402 West Lake Street Friendship WI 53934 390944012 Healthcare WI 501(c)(3) Line 3 GLHS true Memorial HC Fdtn of Adams County Inc 402 West Lake Street Friendship WI 53934 391775074 Foundation WI 501(c)(3) Line 12A, I MMHC false Degen Berglund Inc 1709 Losey Blvd South La Crosse WI 54601 390971110 Retail Pharmacy WI GLHS C Corp -575472 2531483 1.00000 true Gundersen Lutheran Envision LLC 1836 South Avenue La Crosse WI 54601 274706546 Renewable Energy WI GLHS C Corp -1925980 13930045 1.00000 true false false true false false false false false false false false false false false false false false false false Gundersen Lutheran Admin Services Inc c 1494750 FMV Gundersen Lutheran Administr 1910 South Avenue La Crosse WI 54601 391606449 0 220565 220565 754390610 754611175 1000000 250000 0 0 0 Gundersen Clinic 1836 South Avenue La Crosse WI 54601 391028657 0 23146 23146 196420463 196443609 1000000 250000 0 0 0 Gundersen Lutheran Health Sy 1836 South Avenue La Crosse WI 54601 391866425 0 0 0 1577692 1577692 228885 57221 0 0 0 Gundersen Lutheran Medical C 1910 South Avenue La Crosse WI 54601 390813416 0 0 0 955174966 955174966 1000000 250000 0 0 0