GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC (EIN 39-1606449)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349304519
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T10:21:49-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 WELLS FARGO CTR 90 S 7TH STAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391606449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GUNDERSEN LUTHERAN ADMINISTRATIVEBusinessNameLine1Txt
Business Name Line2SERVICES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DARA BARTELSInCareOfNm
Business Name ControlGUNDBusinessNameControlTxt
Phone6087827300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11910 SOUTH AVEAddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARA BARTELSPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Phone6087827300PhoneNum
Signature2015-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKPMG LLPPreparerPersonNm
PTINP00223617PTIN
Phone4023481450PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1GUNDERSEN ADMIN SERVICES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerScott Rathgaber MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11910 SOUTH AVEAddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$683,356,385GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GUNDERSENHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO SUPPORT GUNDERSEN HEALTH SYSTEM'S HEALTH CARE AND OTHER ORGS MISSIONS THROUGHOUT OUR SERVICE AREA, MANAGING THE LARGER PORTION OF BUSINESS SVCS, EDUCATION AND INVESTING.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee7322TotalEmployeeCnt
Total Volunteers944TotalVolunteersCnt
Total Gross UBI$270,888TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$269,888NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$662,295PYContributionsGrantsAmt
CY Contributions Grants$636,767CYContributionsGrantsAmt
PY Program Service Revenue$588,302,303PYProgramServiceRevenueAmt
CY Program Service Revenue$665,994,349CYProgramServiceRevenueAmt
PY Investment Income$63,201,958PYInvestmentIncomeAmt
CY Investment Income$15,600,970CYInvestmentIncomeAmt
PY Other Revenue$268,590PYOtherRevenueAmt
CY Other Revenue$297,582CYOtherRevenueAmt
PY Total Revenue$652,435,146PYTotalRevenueAmt
CY Total Revenue$682,529,668CYTotalRevenueAmt
PY Grants And Similar Paid$12,934,315PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,591,480CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$543,075,556PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$580,560,346CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$94,356,021PYOtherExpensesAmt
CY Other Expenses$99,591,942CYOtherExpensesAmt
PY Total Expenses$650,365,892PYTotalExpensesAmt
CY Total Expenses$682,743,768CYTotalExpensesAmt
PY Revenues Less Expenses$2,069,254PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$214,100CYRevenuesLessExpensesAmt
Total Assets BOY$684,537,376TotalAssetsBOYAmt
Total Assets EOY$744,287,546TotalAssetsEOYAmt
Total Liabilities BOY$690,717,939TotalLiabilitiesBOYAmt
Total Liabilities EOY$750,682,209TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$6,180,563NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$6,394,663NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$672,296,484ExpenseAmt
Grant$2,591,480GrantAmt
Revenue$665,994,349RevenueAmt
DescGENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC. AND OTHER AFFILIATES: ADMINISTRATIVE, INFORMATION SYSTEMS, BILLING AND CODING, LAUNDRY, MEDICAL RECORDS, HUMAN RESOURCES, FINANCE, FACILITY OPERATIONS, CENTRAL SERVICES AND OTHER MISCELLANEOUS SERVICES.Desc
Total Program Service Expenses$672,296,484TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document588IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7322EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDARA BARTELSPersonNm
Phone6087759487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 SOUTH AVENUE NCA1-01AddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Jeffrey Thompson MD
CHIEF EXECUTIVE OFFICER42.06.0Yes (X)Yes (X)$849,481$0$60,262
Greg Prairie
BOARD OF TRUSTEES - VP2.04.0Yes (X)Yes (X)$0$0$0
Wendy Lommen
BOARD OF TRUSTEES - TREASURER2.04.0Yes (X)Yes (X)$0$0$0
Brian Rude
BOARD OF TRUSTEES - SECRETARY2.04.0Yes (X)Yes (X)$0$0$0
Gerald Kember
BOARD OF TRUSTEES - MEMBER2.06.0Yes (X)$0$0$0
John Lyche
BOARD OF TRUSTEES - MEMBER2.06.0Yes (X)$0$0$0
Mark Glendenning
BOARD OF TRUSTEES - MEMBER2.04.0Yes (X)$0$0$0
Brad Sturm
BOARD OF TRUSTEES -BOARD CHAIR2.04.0Yes (X)Yes (X)$0$0$0
Stephen Shapiro MD
BOARD OF TRUSTEES/GOVERNORS42.09.0Yes (X)$439,620$0$60,262
Brian Sieck MD
BD OF GOV. - SEC/TREAS/TRUSTEE42.06.0Yes (X)Yes (X)$407,686$0$57,762
Greg Thompson MD
BD OF GOV. - MBR/CMO/TRUSTEE42.08.0Yes (X)Yes (X)$420,722$0$58,512
Jonathan Zlabek MD
BOARD OF TRUSTEES/GOVERNORS42.06.0Yes (X)$287,578$0$60,262
Julio Bird MD
BOARD OF GOVERNORS - EXEC. VP42.06.0Yes (X)Yes (X)$668,794$0$57,762
Sigurd Gundersen III MD
BOARD OF GOVERNORS - MEMBER42.08.8Yes (X)$368,654$0$57,762
P Michael Jacobs DPM
BOARD OF GOVERNORS - MEMBER42.06.0Yes (X)$279,152$0$60,262
Kelley Bahr MD
BOARD OF GOVERNORS - MEMBER42.06.25Yes (X)$298,485$0$34,510
Brian Mulrennan MD
BOARD OF GOVERNORS - MEMBER42.06.0Yes (X)$302,767$0$58,541
Michael Allen
CHIEF FINANCIAL OFFICER40.02.0Yes (X)$358,081$0$60,262
Mary Kuffel MD
MEDICAL VICE PRESIDENT40.00.0$447,846$0$40,470Yes (X)
Michael Dolan MD
MEDICAL VICE PRESIDENT40.02.0$474,275$0$58,685Yes (X)
Marilu Bintz MD
MEDICAL VICE PRESIDENT40.01.0$525,798$0$48,042Yes (X)
Scott Rathgaber MD
MEDICAL VICE PRESIDENT40.00.0$500,654$0$59,262Yes (X)
Mary Lu Gerke
VICE PRESIDENT40.00.0$204,004$0$39,792Yes (X)
Janice DeHaan
VICE PRESIDENT40.00.0$138,238$0$14,897Yes (X)
Kraig Schuster
VICE PRESIDENT40.00.0$174,216$0$45,403Yes (X)
Beth Smith-Houskamp
VICE PRESIDENT40.01.5$302,983$0$39,124Yes (X)
Bryan Erdmann
VICE PRESIDENT40.02.0$201,449$0$50,738Yes (X)
Kelly Barton
VICE PRESIDENT40.01.5$201,065$0$50,337Yes (X)
Kathleen Klock
SENIOR VICE PRESIDENT40.00.8$401,500$0$41,500Yes (X)
Gerald Arndt
SENIOR VICE PRESIDENT40.01.0$393,412$0$40,470Yes (X)
Robert Trine
SENIOR VICE PRESIDENT40.00.0$151,766$0$8,635Yes (X)
Mark Platt
SENIOR VICE PRESIDENT40.02.5$350,794$0$57,762Yes (X)
Debra Rislow
SENIOR VICE PRESIDENT40.02.0$331,416$0$53,142Yes (X)
Patrick Conway MD
Medical Doctor40.00.0$849,860$0$57,762Yes (X)
Daniel Lilly JD
General Counsel40.01.0$349,187$0$60,262Yes (X)
Michael Redman MD
Medical Doctor40.00.0$341,144$0$57,762Yes (X)
Daniel Ecklund MD
Medical Doctor40.00.0$284,220$0$58,262Yes (X)
Jill McMullen MD
Medical Doctor40.00.0$261,960$0$52,602Yes (X)
Frank Aberger MD
BOARD OF GOVERNORS - MEMBER40.00.0$491,477$0$60,262Yes (X)
William Agger MD
BOARD OF GOVERNORS - MEMBER40.00.0$221,713$0$53,210Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,279,997TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,674,540TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K727IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Gundersen Lutheran Medical Center
1910 South AvenueLa CrosseWI54601Services/Supplies$244,652,777
Kraus Anderson Construction Co
PO Box 158Circle PinesMN55014Building Contractor$17,139,471
EPIC System Corporation
Box 88314MilwaukeeWI532880314Software Consultants$5,801,000
The Claro Group LLC
313 Monitor StreetLa CrosseWI54603Financial Consulting$3,932,082
Fowler and Hammer Inc
313 Monitor StreetLa CrosseWI54603Building Contractor$3,655,798
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K380CntrctRcvdGreaterThan100KCnt
Related Organizations$293,740RelatedOrganizationsAmt
Government Grants$333,027GovernmentGrantsAmt
All Other Contributions$10,000AllOtherContributionsAmt
Total Contributions$636,767TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE PROVIDED TO GUNDERSENDesc
Business561000BusinessCd
Total Revenue Column$665,994,349TotalRevenueColumnAmt
Related Or Exempt Func Income$665,994,349RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$665,994,349TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,628,062TotalRevenueColumnAmt
Unrelated Business Revenue$270,888UnrelatedBusinessRevenueAmt
Exclusion$15,357,174ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$833,314RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$535,732RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$297,582RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$297,582TotalRevenueColumnAmt
Exclusion$297,582ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$263,893OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$290,985OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$27,092OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$27,092TotalRevenueColumnAmt
Exclusion-$27,092ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$682,529,668TotalRevenueColumnAmt
Related Or Exempt Func Income$665,994,349RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$270,888UnrelatedBusinessRevenueAmt
Exclusion$15,627,664ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,588,000TotalAmt
Program Services$2,588,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,480TotalAmt
Program Services$3,480ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,102,167TotalAmt
Program Services$1,445,302ProgramServicesAmt
Management And General$3,656,865ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$426,587,146TotalAmt
Program Services$423,424,523ProgramServicesAmt
Management And General$3,162,623ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,307,736TotalAmt
Program Services$51,582,855ProgramServicesAmt
Management And General$724,881ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$70,019,186TotalAmt
Program Services$69,340,215ProgramServicesAmt
Management And General$678,971ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,544,111TotalAmt
Program Services$26,205,545ProgramServicesAmt
Management And General$338,566ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$719,146TotalAmt
Program Services$113,532ProgramServicesAmt
Management And General$605,614ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$447,767TotalAmt
Program Services$447,767ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$256,582TotalAmt
Program Services$256,582ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$907,503TotalAmt
Program Services$907,503ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,673,666TotalAmt
Program Services$14,638,390ProgramServicesAmt
Management And General$35,276ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$948,656TotalAmt
Program Services$948,656ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,202,543TotalAmt
Program Services$10,166,503ProgramServicesAmt
Management And General$36,040ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,526,720TotalAmt
Program Services$14,526,720ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,774,177TotalAmt
Program Services$7,760,138ProgramServicesAmt
Management And General$14,039ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$621,578TotalAmt
Program Services$518,143ProgramServicesAmt
Management And General$103,435ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,383,617TotalAmt
Program Services$17,383,617ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,975,046TotalAmt
Program Services$21,969,249ProgramServicesAmt
Management And General$5,797ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$365,822TotalAmt
Program Services$365,822ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Bad debts/collections$2,601,295$2,601,295
Employee Development$2,094,392$2,042,455$51,937
Dues/Memberships/license$1,492,111$861,955$630,156
PRINTING/PUBLICATIONS$1,023,921$1,022,869$1,052

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,577,400TotalAmt
Program Services$1,175,368ProgramServicesAmt
Management And General$402,032ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$682,743,768TotalAmt
Program Services$672,296,484ProgramServicesAmt
Management And General$10,447,284ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,635,341BOYAmt
EOY$19,748,377EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$75,361,298BOYAmt
EOY$123,411,408EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$23,931BOYAmt
EOY$119,493EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$18,341,442BOYAmt
EOY$15,814,699EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,720,443BOYAmt
EOY$5,392,191EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,512,659BOYAmt
EOY$10,983,686EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$180,248,199LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$94,539,157LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$81,583,461BOYAmt
EOY$85,709,042EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$471,536,846BOYAmt
EOY$466,445,475EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,821,955BOYAmt
EOY$16,663,175EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$684,537,376BOYAmt
EOY$744,287,546EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$122,509,373BOYAmt
EOY$127,677,477EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$400,260,000BOYAmt
EOY$393,680,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$167,948,566BOYAmt
EOY$229,324,732EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$690,717,939BOYAmt
EOY$750,682,209EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$6,180,563BOYAmt
EOY-$6,394,663EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$6,180,563BOYAmt
EOY-$6,394,663EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$684,537,376BOYAmt
EOY$744,287,546EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$214,100ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations17SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (16 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
GUNDERSEN CLINIC LTD
39102865703Yes (true)$0$0
GUNDERSEN LUTHERAN MEDICAL CENTER
39081341603Yes (true)$0$0
GUNDERSEN LUTHERAN HEALTH SYSTEM
39186642507Yes (true)$2,280,000$0
GUNDERSEN LUTHERAN MEDICAL FOUNDATION
39124970507false$0$0
TRI-STATE AMBULANCE INC
39196541503false$0$0
HARMONY COMMUNITY HEALTH CARE
41071160609false$0$0
TWEETEN LUTHERAN HEALTHCARE CENTER INC
41156500309false$0$0
LUTHERAN HOUSING OF LA CROSSE INC
39175193409false$0$0
COMMUNITY HOUSING OF LA CROSSE INC
39158670009false$0$0
OPTIONS IN REPRODUCTIVE CARE INC
39116663403false$0$0
BOSCOBEL AREA HEALTHCARE PARTNERS
45049884407false$0$0
MEMORIAL HOSPITAL OF BOSCOBEL
39084559003false$0$0
MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION INC
39168879307false$0$0
TRI-COUNTY MEMORIAL HOSPITAL INC
39070451003false$0$0
TRI-STATE REGIONAL AMBULANCE INC
39196296509false$228,000$0
ST JOSEPH HEALTH SERVICES INC
39092953803false$0$0
FieldValueIRS element (for citing)
Supported Organizations Total16SupportedOrganizationsTotalCnt
Support Sum$2,508,000SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 11GGundersen Lutheran Administrative Services is an integral part of the
Part IV, Section A, Line 6GENERAL SERVICES PROVIDED TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$256,582FilingOrganizationsTotalAmt
Affiliated Group Total$281,562AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$256,582FilingOrganizationsTotalAmt
Affiliated Group Total$281,562AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$682,487,186FilingOrganizationsTotalAmt
Affiliated Group Total$1,701,976,927AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$682,743,768FilingOrganizationsTotalAmt
Affiliated Group Total$1,702,258,489AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$216,456CurrentYearMinus3Amt
Current Year Minus2$232,875CurrentYearMinus2Amt
Current Year Minus1$243,735CurrentYearMinus1Amt
Current Year$281,562CurrentYearAmt
Total$974,628TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-A LINE 1A-D:FormAndLineReferenceDesc
ExplanationGUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., 1910 S. AVE, LA CROSSE, WI 54601, 39-1606449 LOBBYING EXPENSE - $256,582 OTHER EXEMPT PURPOSE EXPENSE - $682,487,186 GUNDERSEN CLINIC, LTD. 1836 S. AVE, LA CROSSE, WI 54601, 39-1028657 LOBBYING EXPENSE - $24,980 OTHER EXEMPT PURPOSE EXPENSE - $220,116,857 GUNDERSEN LUTHERAN MEDICAL CENTER, INC., 1910 S.AVE, LA CROSSE, WI 54601, 39-0813416 LOBBYING EXPENSE - $0 OTHER EXEMPT PURPOSE EXPENSE - $799,372,884 GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. 1836 SOUTH AVE., LA CROSSE, WI 54601, 39-1866425 LOBBYING EXPENSE - $0 OTHER EXEMPT PURPOSE EXPENSE - $0ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,261,761OtherCostOrOtherBasisAmt
Book Value$1,261,761BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,925,261OtherCostOrOtherBasisAmt
Depreciation$8,178,750DepreciationAmt
Book Value$26,746,511BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,232,417OtherCostOrOtherBasisAmt
Depreciation$717,761DepreciationAmt
Book Value$2,514,656BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,828,760OtherCostOrOtherBasisAmt
Depreciation$85,642,646DepreciationAmt
Book Value$55,186,114BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$85,709,042TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLE$189,117,900
LOSS ON SWAP CONTRACTS$34,262,498
DEFERRED COMPENSATION$411,815
LT CIMP LIABILITY$3,020,511
LEASE CONTRACT PAYABLE$2,512,008
FieldValueIRS element (for citing)
Total Liability$229,324,732TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceINCOME TAX MATTERSFormAndLineReferenceDesc
ExplanationPART X, LINE 2: THE OBLIGATED GROUP HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2014 AND 2013. THE OBLIGATED GROUP'S INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR 2008, AND PRIOR.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesMEDICAL SERVICES$93,820
Sub-Saharan AfricaProgram ServicesMEDICAL SERVICES$26,435
FieldValueIRS element (for citing)
Subtotal Spent$120,255SubtotalSpentAmt
Total Spent$120,255TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceCentral AmericaTypeOfAssistanceTxt
RegionCentral America and the CaribbeanRegionTxt
Cash Grant$3,480CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1Gundersen Lutheran Administrative Services provided a grant indirectly through an exempt organization recognized by the IRS to provide services to Foreign organizations.
PART I, LINE 1, COLUMN (E):REGION: CENTRAL AMERICA / CARIBBEAN (E) SPECIFIC TYPES OF SERVICES IN REGION: PEDIATRIC SURGERY, PODIATRY, HELPING BABIES BREATHE PROGRAM, VISION SCREENING, CERVICAL CANCER SCREENING AND EDUCATION, EARLY DETECTION OF BREAST CANCER, MEDICAL EDUCATION, LENDING LIBRARY, EDUCATION WORKSHOPS, COMMUNITY HEALTH & LITERACY ASSESSMENTS, ASSET MAPPING AND HOUSING PROJECT. REGION: SUB-SAHARAN AFRICA (E) SPECIFIC TYPES OF SERVICES IN REGION: SURGERY, VISION SCREENING AND SEWING.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Gundersen Lutheran Health System Inc
1836 South AvenueLa CrosseWI54601391866425501(C)(3)$2,280,000GENERAL SUPPORT
Tri-State Regional Ambulance
235 Causeway BlvdLa CrosseWI54603391962965501(C)(3)$228,000GENERAL SUPPORT
Lutheran Real Estate Holding Corporation
1910 South AveLa CrosseWI54601391480826501(C)(3)$80,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART 1, LINE 2FormAndLineReferenceDesc
ExplanationThe funds are monitored by management, board of governors and the board of trustees.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Jeffrey Thompson MD
CHIEF EXECUTIVE OFFICER$768,860$0$0$80,621$0$39,000$0$21,316$0$909,797$0$0$0
Stephen Shapiro MD
BOARD OF TRUSTEES/GOVERNORS$435,260$0$0$360$0$39,000$0$24,750$0$503,370$0$0$0$4,000
Brian Sieck MD
BD OF GOV. - SEC/TREAS/TRUSTEE$382,480$0$0$25,206$0$39,000$0$22,250$0$468,936$0$0$0
Greg Thompson MD
BD OF GOV. - MBR/CMO/TRUSTEE$406,928$0$0$3,794$0$39,000$0$19,566$0$479,288$0$0$0$10,000
Jonathan Zlabek MD
BOARD OF TRUSTEES/GOVERNORS$277,860$0$0$3,218$0$39,000$0$21,316$0$347,894$0$0$0$6,500
Julio Bird MD
BOARD OF GOVERNORS - EXEC. VP$665,360$0$0$3,434$0$39,000$0$18,816$0$726,610$0$0$0
Sigurd Gundersen III MD
BOARD OF GOVERNORS - MEMBER$362,360$0$0$3,794$0$39,000$0$18,816$0$426,470$0$0$0$2,500
P Michael Jacobs DPM
BOARD OF GOVERNORS - MEMBER$276,324$0$0$2,828$0$39,000$0$21,316$0$339,468$0$0$0
Kelley Bahr MD
BOARD OF GOVERNORS - MEMBER$295,500$0$0$2,985$0$34,510$0$54$0$333,049$0$0$0
Brian Mulrennan MD
BOARD OF GOVERNORS - MEMBER$296,860$0$0$3,407$0$37,279$0$21,316$0$361,362$0$0$0$2,500
Mary Kuffel MD
MEDICAL VICE PRESIDENT$444,412$0$0$3,434$0$39,000$0$1,524$0$488,370$0$0$0
Michael Dolan MD
MEDICAL VICE PRESIDENT$471,775$0$0$0$38,173$0$24,000$0$536,448$0$0$0$2,500
Marilu Bintz MD
MEDICAL VICE PRESIDENT$522,004$0$0$3,794$0$39,000$0$9,096$0$573,894$0$0$0
Scott Rathgaber MD
MEDICAL VICE PRESIDENT$496,860$0$0$3,794$0$39,000$0$20,316$0$559,970$0$0$0
Mary Lu Gerke
VICE PRESIDENT$204,004$0$0$0$30,750$0$11,116$0$245,870$0$0$0
Janice DeHaan
VICE PRESIDENT$46,258$0$0$91,980$0$6,143$0$9,217$0$153,598$0$0$0
Kraig Schuster
VICE PRESIDENT$137,383$0$0$36,833$0$26,611$0$19,496$0$220,323$0$0$0
Beth Smith-Houskamp
VICE PRESIDENT$249,761$0$0$49,822$0$38,124$0$1,054$0$342,161$0$0$0$3,400
Bryan Erdmann
VICE PRESIDENT$198,255$0$0$3,194$0$30,371$0$22,466$0$254,286$0$0$0
Kelly Barton
VICE PRESIDENT$198,660$0$0$2,405$0$30,375$0$20,016$0$251,456$0$0$0
Kathleen Klock
SENIOR VICE PRESIDENT$401,500$0$0$0$39,000$0$2,554$0$443,054$0$0$0
Gerald Arndt
SENIOR VICE PRESIDENT$393,412$0$0$0$39,000$0$4,940$0$437,352$0$0$0
Robert Trine
SENIOR VICE PRESIDENT$124,453$0$0$27,313$0$2,381$0$6,272$0$160,419$0$0$0
Mark Platt
SENIOR VICE PRESIDENT$347,360$0$0$3,434$0$39,000$0$18,816$0$408,610$0$0$0
Debra Rislow
SENIOR VICE PRESIDENT$331,056$0$0$360$0$39,000$0$14,196$0$384,612$0$0$0
Michael Allen
CHIEF FINANCIAL OFFICER$352,152$0$0$5,929$0$39,000$0$24,750$0$421,831$0$0$0
Patrick Conway MD
Medical Doctor$849,860$0$0$0$39,000$0$22,250$0$911,110$0$0$0
Daniel Lilly JD
General Counsel$348,827$0$0$360$0$39,000$0$24,750$0$412,937$0$0$0
Michael Redman MD
Medical Doctor$337,360$0$0$3,784$0$39,000$0$18,816$0$398,960$0$0$0
Daniel Ecklund MD
Medical Doctor$283,860$0$0$360$0$39,000$0$22,215$0$345,435$0$0$0
Jill McMullen MD
Medical Doctor$254,364$0$0$2,596$0$33,840$0$18,816$0$314,616$0$0$0$5,000
Frank Aberger MD
BOARD OF GOVERNORS - MEMBER$444,360$0$0$47,117$0$39,000$0$21,316$0$551,793$0$0$0
William Agger MD
BOARD OF GOVERNORS - MEMBER$221,353$0$0$360$0$33,823$0$19,423$0$274,959$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4A:FormAndLineReferenceDesc
ExplanationSEVERANCE PAYMENT Janice DeHaan - $90,333ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WHEFA SERIES 2011A ISSUANCE
A39133785597710BJ782011-09-29$162,468,632SEE PART VIfalsefalsefalse
WHEFA SERIES 2011B ISSUANCE
B39133785597710BK502011-09-29$40,000,000SEE PART VIfalsefalsefalse
WHEFA SERIES 2009 ISSUANCE
C39133785597710BE652011-03-17$78,715,000SEE PART VIfalsefalsefalse
WHEFA SERIES 2008B ISSUANCE
D39133785597710BBG62010-09-01$61,400,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$18,550,000$0$162,563,462$0$0$0$1,938,652$0$0$70,140,245$90,473,803$02014Yes (true)falseYes (true)Yes (true)
B$0$0$40,010,713$0$0$0$304,885$0$0$39,705,764$0$02014falsefalseYes (true)Yes (true)
C$0$0$78,715,000$0$0$0$0$0$0$0$78,715,000$02005Yes (true)falseYes (true)Yes (true)
D$0$0$61,400,000$0$0$0$0$0$0$0$61,400,000$02008Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndTotal Private Business UseTotalPrivateBusinessUsePct
Afalsefalsefalsefalse0Yes (true)falsefalseYes (true)
Bfalsefalsefalsefalse0Yes (true)falsefalseYes (true)
CfalseYes (true)falsefalse0.01600Yes (true)falsefalseYes (true)0.01600
Dfalsefalsefalsefalse0Yes (true)falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePct
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)Yes (true)falsefalse0falseYes (true)
PIPERMERRILL
CYes (true)Yes (true)Yes (true)false0falseYes (true)29.5
MERRILL
DYes (true)Yes (true)Yes (true)false0falseYes (true)27.

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Bond Issues: Line A(a) Issuer Name: Wisconsin Health and Educational Facilities Authority Series 2011A (f) Description of Purpose: Currently refunded the 2000 series A and B issued 10.10.2000. 2008 series A issued 5.29.2008 and new money for construction and equipping of Hospital facilities and costs of issuance.
Part I Bond Issues: Line B(a) Issuer Name: Wisconsin Health and Educational Facilities Authority Series 2011B (f) Description of Purpose: New money for construction and equipping of hospital and costs of issuance
Part I Bond Issues: Line C(a) Issuer Name: Wisconsin Health and Educational Facilities Authority Series 2009 (c) Cusip ID: 97710BE65/9910BE73 (f) DESCRIPTION OF PURPOSE: Conversion and reissuance of 2009 Bonds, originally issued 5/22/2009 to finance construction and equipping of hospital facilities and currently refund the series 2003B/C bonds
Part I Bond Issues: Line D(a) Issuer Name: Wisconsin Health and Educational Facilities Authority Series 2008B (f) Description of Purpose: Conversion and reissuance of 2008 bonds, originally issued 5/29/2008 to finance the repayment of a line of credit used to repay the series 2006 bonds, which financed the construction and equipping of health care facilities and costs of issuance.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1WHEFA SERIES 2012 ISSUANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN391337855BondIssuerEIN
CUSIP97710B4B5CUSIPNum
Bond Issued2012-09-27BondIssuedDt
Issue Price$71,789,897IssuePriceAmt
PurposeSEE PART VIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$315,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$71,875,660TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$961,054IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$70,929,112CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2014SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestYes (true)BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Exception To RebateYes (true)ExceptionToRebateInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Bond Issues: LIne AFormAndLineReferenceDesc
Explanation(a) Issuer Name: Wisconsin Health and Educational Facilities Authority Series 2012 (f) Description of Purpose: New money for construction and equipping of hospital and costs of issuanceExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
MICHAEL ALLEN
CFOSIGNING BONUSYes (X)$25,000$19,532falseYes (true)Yes (true)
MICHAEL ALLEN
CFOEDUCATIONYes (X)$34,926$36,010falseYes (true)Yes (true)
Beth Smith-houskamp
V.P.EDUCATIONYes (X)$106,968$63,951falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$119,493TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (19 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Sean Agger
SEE SUPPLEMENTAL INFO$178,220Employmentfalse
James Klock
SEE SUPPLEMENTAL INFO$112,747Employmentfalse
Belinda Klock
SEE SUPPLEMENTAL INFO$63,678Employmentfalse
James Klock
SEE SUPPLEMENTAL INFO$99,924Employmentfalse
Brenda White
SEE SUPPLEMENTAL INFO$25,933Employmentfalse
Samuel Thompson
SEE SUPPLEMENTAL INFO$47,185Employmentfalse
Jonathan Klock
SEE SUPPLEMENTAL INFO$95,040Employmentfalse
Tom Thompson
SEE SUPPLEMENTAL INFO$50,512Employmentfalse
Lynn Sturm
SEE SUPPLEMENTAL INFO$73,978Employmentfalse
Amy Strupp
SEE SUPPLEMENTAL INFO$21,220Employmentfalse
Margaret Webster MD
SEE SUPPLEMENTAL INFO$140,930Employmentfalse
Karen Rude
SEE SUPPLEMENTAL INFO$62,792Employmentfalse
Ricardo Rivera
SEE SUPPLEMENTAL INFO$61,969Employmentfalse
Megan Klock
SEE SUPPLEMENTAL INFO$65,846Employmentfalse
Shannan Stephens MD
SEE SUPPLEMENTAL INFO$297,720Employmentfalse
Susan Owen-Thompson
SEE SUPPLEMENTAL INFO$28,621Employmentfalse
Ingri Gundersen Lombardi
SEE SUPPLEMENTAL INFO$39,405Employmentfalse
John Houskamp MD
SEE SUPPLEMENTAL INFO$225,467Employmentfalse
Kiley Barton
SEE SUPPLEMENTAL INFO$14,571Employmentfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:FormAndLineReferenceDesc
Explanation(A) NAME OF PERSON: SEAN AGGER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF WILLIAM AGGER, M.D., FORMER DIRECTOR (A) NAME OF PERSON: JAMES KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: BELINDA KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: JAMES KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: JONATHAN KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: BRENDA WHITE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF GERALD ARNDT, KEY EMPLOYEE (A) NAME OF PERSON: SAMUEL THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: TOM THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: LYNN STURM (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BRAD STURM, DIRECTOR (A) NAME OF PERSON: AMY STRUPP (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLY BARTON, KEY EMPLOYEE (A) NAME OF PERSON: MARGARET WEBSTER, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF MARK GLENDENNING, DIRECTOR (A) NAME OF PERSON: KAREN RUDE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BRIAN RUDE, DIRECTOR (A) NAME OF PERSON: RICARDO RIVERA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JULIO BIRD, M.D., DIRECTOR (A) NAME OF PERSON: MEGAN KLOCK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE (A) NAME OF PERSON: SHANNON STEPHENS, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLEY BAHR, M.D., DIRECTOR (A) NAME OF PERSON: SUSAN OWEN-THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: INGRI GUNDERSEN LOMBARDI (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF SIGURD GUNDERSEN III, M.D., DIRECTOR (A) NAME OF PERSON: JOHN HOUSKAMP, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BETH SMITH-HOUSKAMP, KEY EMPLOYEE (A) NAME OF PERSON: KILEY BARTON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLY BARTON, KEY EMPLOYEEExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:TO SUPPORT GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SECTION 509(A)(3) OF THE IRC; BORROWING AND LENDING OF FUNDS AND PROPERTY, ENGAGING IN FINANCIAL TRANSACTIONS WITH AND/OR ON BEHALF OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., ALONG WITH GENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD. AND GUNDERSEN LUTHERAN MEDICAL CENTER, INC.
FORM 990, PART VI, SECTION A, LINE 6:GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A:GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.
FORM 990, PART VI, SECTION A, LINE 7B:GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., THE PARENT CORPORATION AND SOLE MEMBER OF THE CORPORATION, SHALL HAVE THE POWER, TO RECOMMEND AND REVIEW, AS APPROPRIATE, AND APPROVE CERTAIN MATTERS. ARTICLES OF INCORPORATION MAY BE AMENDED BY VOTE OF THE SOLE MEMBER OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WILL BE AVAILABLE FOR ALL BOARD MEMBERS THROUGH THE DIRECTOR'S DESK WEBSITE and THE GUNDERSEN LUTHERAN HEALTH SYSTEM FINANCE COMMITTEE RECEIVES A COPY OF THE 990 BEFORE FILING AND UPON FURTHER REVIEW FROM THE INTERIM CFO THE 990S ARE APPROVED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12C:GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS.
FORM 990, PART VI, SECTION B, LINE 15: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, SECTION C, 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 XII, LINE 2C:THE PROCESS ALLOWS THE AUDIT COMMITTEE OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. TO INDEPENDENTLY COMMUNICATE WITH THE EXTERNAL AUDIT FIRM THROUGHOUT THE YEAR, BUT FORMAL COMMUNICATION OCCURS BEFORE THE ENGAGEMENT AND UPON CONCLUSION. THE AUDIT COMMITTEE MEETS WITH THE AUDIT FIRM FOR PRESENTATION OF THE STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART XII, LINE 3A:GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. OPERATES IN CONJUNCTION WITH A GROUP OF OTHER AFFILIATED CORPORATIONS GOVERNED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. AS SUCH, ANY FEDERAL AWARDS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. UNDERGO AN AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
GUNDERSEN LUTHERAN HEALTH SYSTEM INC
1836 SOUTH AVENUELA CROSSEWI54601391866425SUPTNG. ORGWI501(C)(3)LINE 11B,IINAfalse
GUNDERSEN LUTHERAN MEDICAL CENTER INC
1910 SOUTH AVENUELA CROSSEWI54601390813416HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
GUNDERSEN CLINIC LTD
1836 SOUTH AVENUELA CROSSEWI54601391028657HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
GUNDERSEN LUTHERAN MEDICAL FNDTN INC
1836 SOUTH AVENUELA CROSSEWI54601391249705FOUNDATIONWI501(C)(3)LINE 7GLHSfalse
GUNDERSEN HEALTH PLAN INC
1836 SOUTH AVENUELA CROSSEWI54601391807071HEALTH INS.WI501(C)(4)GLHSfalse
GUNDERSEN LUTHERAN CREDENTIALING SVS INC
1910 SOUTH AVENUELA CROSSEWI54601391856898CREDENTIALINGWI501(C)(3)LN 11C,IIIGLHSfalse
TRI-COUNTY MEMORIAL HOSPITAL INC
18601 LINCOLN STREETWHITEHALLWI54773390704510HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
HARMONY COMMUNITY HEALTHCARE INC
815 MAIN AVENUE SHARMONYMN55939410711606HEALTH CAREMN501(C)(3)LINE 9GLHSfalse
TWEETEN LUTHERAN HEALTHCARE CENTER INC
125 FIFTH AVENUE SESPRING GROVEMN55974411565003HEALTH CAREMN501(C)(3)LINE 9GLHSfalse
TRI-STATE AMBULANCE INC
235 CAUSEWAY BLVDLA CROSSEWI54603391965415MDCL TRANSPO.WI501(C)(3)LINE 3GLHSfalse
LUTHERAN REAL ESTATE HOLDING CORPORATION
1910 SOUTH AVENUELA CROSSEWI54601391480826HOUSINGWI501(C)(3)LINE11C,IIIGLHSfalse
LUTHERAN HOUSING of LA CROSSE INC
1900 SOUTH AVENUELA CROSSEWI54601391751934INDP LIVINGWI501(C)(3)LINE 9LRHCfalse
COMMUNITY HOUSING OF LA CROSSE INC
1900 SOUTH AVELA CROSSEWI54601391586700INDP LIVINGWI501(C)(3)LINE 9LRHCfalse
OPTIONS IN REPRODUCTIVE CARE INC
1201 CALEDONIA STREETLA CROSSEWI54603391166634HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
TRI-STATE REGIONAL AMBULANCE INC
235 CAUSEWAY BLVDLA CROSSEWI54603391962965MDCL TRANSPO.WI501(C)(3)LINE 9GLHSfalse
ST JOSEPH's HEALTH SERVICES INC
400 WATER AVENUEHILLSBOROWI54634390929538HEALTH CAREWI501(C)(3)LINE 3GLHSfalse
ST JOSEPH MEMORIAL FOUNDATION INC
400 WATER STREETHILLSBOROWI54634391455787FOUNDATIONWI501(C)(3)LINE 11A, IS JOSEPH HSfalse
TRI-COUNTY MEMORIAL FOUNDATION INC
18601 LINCOLN STREETWHITEHALLWI54773300093022FOUNDATIONWI501(C)(3)LINE 11A, ITRI-COUNTYfalse
GUNDERSEN LUTHERAN EXPRESS CARE INC
1836 SOUTH AVELA CROSSEWI54601900102388HEALTHCAREWI501(C)(3)LINE 11GLHSfalse
GUNDERSEN HEALTH PLAN MN INC
1900 SOUTH AVELA CROSSEWI54601452633920HEALTH INSMN501(C)(4)GLHPfalse
MEMORIAL HOSPITAL OF BOSCOBEL
205 PARKER STBOSCOBELWI53805390845590HEALTHCAREWI501(C)(3)LINE 3GLHSfalse
MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION
205 PARKER STBOSCOBELWI53805391688793FUNDRAISINGWI501(C)(3)LINE 7NAfalse
BOSCOBEL AREA HEALTH CARE PARTNERS
205 PARKER STBOSCOBELWI53805450498844FundraisingWI501(C)(3)LINE 7NAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtControlled OrganizationControlledOrganizationInd
DEGEN BERGLUND INC
1709 LOSEY BLVD SLA CROSSEWI54601390971110RTL PharmacyWIGLHSC CORP$0$0Yes (true)
GUNDERSEN LUTHERAN ENVISION LLC
1836 SOUTH AVENUELA CROSSEWI54601264706546renew. energyWIGLHSC CORP$0$0Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Gundersen Health Plan Inc
m$79,099,701FAIR VALUE
Gundersen Health Plan Inc
q$12,081,032FAIR VALUE
Gundersen Health Plan MN Inc
q$655,695FAIR VALUE
Gundersen Lutheran Envision LLC
A$270,888FAIR VALUE

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1 AND 2DEGEN BERGLUND, INC. AND GUNDERSEN LUTHERAN ENVISION, LLC ARE DIRECTLY OWNED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. AND INDIRECTLY OWNED BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
Part IV, Section A, Ln 6

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.