2015-11-16T10:21:49-06:00 2014-12-31 KPMG LLP 4200 WELLS FARGO CTR 90 S 7TH ST MINNEAPOLIS MN 55402 990 2014-01-01 391606449 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC % DARA BARTELS GUND 6087827300 1910 SOUTH AVE LA CROSSE WI 54601 DARA BARTELS INTERIM CFO 6087827300 2015-09-15 true KPMG LLP P00223617 4023481450 2014 2016-04-25 22:37:26Z GUNDERSEN ADMIN SERVICES INC Scott Rathgaber MD 1910 SOUTH AVE LA CROSSE WI 54601 683356385 false X WWW.GUNDERSENHEALTH.ORG X 1987 WI TO 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. 17 4 7322 944 270888 269888 662295 636767 588302303 665994349 63201958 15600970 268590 297582 652435146 682529668 12934315 2591480 0 0 543075556 580560346 0 0 0 94356021 99591942 650365892 682743768 2069254 -214100 684537376 744287546 690717939 750682209 -6180563 -6394663 X See Schedule O false false 672296484 2591480 665994349 GENERAL 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. 672296484 true true false true false false false false false false true false false false true true false true false false true false false false false false false true false true true false false false false false true false false true false false false false false false true true true true false true 588 0 true 7322 true true true false false false false false false false false false false X 17 4 false false false false true true true true true false false true true true true true true true true false WI X DARA BARTELS 6087759487 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 X Jeffrey Thompson MD CHIEF EXECUTIVE OFFICER 42.0 6.0 X X 849481 0 60262 Greg Prairie BOARD OF TRUSTEES - VP 2.0 4.0 X X 0 0 0 Wendy Lommen BOARD OF TRUSTEES - TREASURER 2.0 4.0 X X 0 0 0 Brian Rude BOARD OF TRUSTEES - SECRETARY 2.0 4.0 X X 0 0 0 Gerald Kember BOARD OF TRUSTEES - MEMBER 2.0 6.0 X 0 0 0 John Lyche BOARD OF TRUSTEES - MEMBER 2.0 6.0 X 0 0 0 Mark Glendenning BOARD OF TRUSTEES - MEMBER 2.0 4.0 X 0 0 0 Brad Sturm BOARD OF TRUSTEES -BOARD CHAIR 2.0 4.0 X X 0 0 0 Stephen Shapiro MD BOARD OF TRUSTEES/GOVERNORS 42.0 9.0 X 439620 0 60262 Brian Sieck MD BD OF GOV. - SEC/TREAS/TRUSTEE 42.0 6.0 X X 407686 0 57762 Greg Thompson MD BD OF GOV. - MBR/CMO/TRUSTEE 42.0 8.0 X X 420722 0 58512 Jonathan Zlabek MD BOARD OF TRUSTEES/GOVERNORS 42.0 6.0 X 287578 0 60262 Julio Bird MD BOARD OF GOVERNORS - EXEC. VP 42.0 6.0 X X 668794 0 57762 Sigurd Gundersen III MD BOARD OF GOVERNORS - MEMBER 42.0 8.8 X 368654 0 57762 P Michael Jacobs DPM BOARD OF GOVERNORS - MEMBER 42.0 6.0 X 279152 0 60262 Kelley Bahr MD BOARD OF GOVERNORS - MEMBER 42.0 6.25 X 298485 0 34510 Brian Mulrennan MD BOARD OF GOVERNORS - MEMBER 42.0 6.0 X 302767 0 58541 Michael Allen CHIEF FINANCIAL OFFICER 40.0 2.0 X 358081 0 60262 Mary Kuffel MD MEDICAL VICE PRESIDENT 40.0 0.0 X 447846 0 40470 Michael Dolan MD MEDICAL VICE PRESIDENT 40.0 2.0 X 474275 0 58685 Marilu Bintz MD MEDICAL VICE PRESIDENT 40.0 1.0 X 525798 0 48042 Scott Rathgaber MD MEDICAL VICE PRESIDENT 40.0 0.0 X 500654 0 59262 Mary Lu Gerke VICE PRESIDENT 40.0 0.0 X 204004 0 39792 Janice DeHaan VICE PRESIDENT 40.0 0.0 X 138238 0 14897 Kraig Schuster VICE PRESIDENT 40.0 0.0 X 174216 0 45403 Beth Smith-Houskamp VICE PRESIDENT 40.0 1.5 X 302983 0 39124 Bryan Erdmann VICE PRESIDENT 40.0 2.0 X 201449 0 50738 Kelly Barton VICE PRESIDENT 40.0 1.5 X 201065 0 50337 Kathleen Klock SENIOR VICE PRESIDENT 40.0 0.8 X 401500 0 41500 Gerald Arndt SENIOR VICE PRESIDENT 40.0 1.0 X 393412 0 40470 Robert Trine SENIOR VICE PRESIDENT 40.0 0.0 X 151766 0 8635 Mark Platt SENIOR VICE PRESIDENT 40.0 2.5 X 350794 0 57762 Debra Rislow SENIOR VICE PRESIDENT 40.0 2.0 X 331416 0 53142 Patrick Conway MD Medical Doctor 40.0 0.0 X 849860 0 57762 Daniel Lilly JD General Counsel 40.0 1.0 X 349187 0 60262 Michael Redman MD Medical Doctor 40.0 0.0 X 341144 0 57762 Daniel Ecklund MD Medical Doctor 40.0 0.0 X 284220 0 58262 Jill McMullen MD Medical Doctor 40.0 0.0 X 261960 0 52602 Frank Aberger MD BOARD OF GOVERNORS - MEMBER 40.0 0.0 X 491477 0 60262 William Agger MD BOARD OF GOVERNORS - MEMBER 40.0 0.0 X 221713 0 53210 12279997 0 1674540 727 true true false Gundersen Lutheran Medical Center 1910 South Avenue La Crosse WI 54601 Services/Supplies 244652777 Kraus Anderson Construction Co PO Box 158 Circle Pines MN 55014 Building Contractor 17139471 EPIC System Corporation Box 88314 Milwaukee WI 532880314 Software Consultants 5801000 The Claro Group LLC 313 Monitor Street La Crosse WI 54603 Financial Consulting 3932082 Fowler and Hammer Inc 313 Monitor Street La Crosse WI 54603 Building Contractor 3655798 380 293740 333027 10000 636767 SERVICE PROVIDED TO GUNDERSEN 561000 665994349 665994349 665994349 15628062 270888 15357174 0 0 833314 535732 297582 0 297582 297582 263893 290985 -27092 -27092 -27092 0 0 0 0 682529668 665994349 270888 15627664 2588000 2588000 0 3480 3480 5102167 1445302 3656865 0 426587146 423424523 3162623 52307736 51582855 724881 70019186 69340215 678971 26544111 26205545 338566 0 719146 113532 605614 447767 447767 256582 256582 0 907503 907503 14673666 14638390 35276 948656 948656 10202543 10166503 36040 14526720 14526720 0 7774177 7760138 14039 621578 518143 103435 0 0 17383617 17383617 0 21975046 21969249 5797 365822 365822 Bad debts/collections 2601295 2601295 Employee Development 2094392 2042455 51937 Dues/Memberships/license 1492111 861955 630156 PRINTING/PUBLICATIONS 1023921 1022869 1052 1577400 1175368 402032 682743768 672296484 10447284 0 9635341 19748377 75361298 123411408 0 0 0 0 23931 119493 0 0 18341442 15814699 4720443 5392191 6512659 10983686 180248199 94539157 81583461 85709042 471536846 466445475 0 0 0 0 0 0 16821955 16663175 684537376 744287546 122509373 127677477 0 0 0 0 400260000 393680000 0 0 0 0 0 0 0 0 167948566 229324732 690717939 750682209 X -6180563 -6394663 0 0 0 0 -6180563 -6394663 684537376 744287546 -214100 X X false true X true true true X X 17 GUNDERSEN CLINIC LTD 391028657 03 true 0 0 GUNDERSEN LUTHERAN MEDICAL CENTER 390813416 03 true 0 0 GUNDERSEN LUTHERAN HEALTH SYSTEM 391866425 07 true 2280000 0 GUNDERSEN LUTHERAN MEDICAL FOUNDATION 391249705 07 false 0 0 TRI-STATE AMBULANCE INC 391965415 03 false 0 0 HARMONY COMMUNITY HEALTH CARE 410711606 09 false 0 0 TWEETEN LUTHERAN HEALTHCARE CENTER INC 411565003 09 false 0 0 LUTHERAN HOUSING OF LA CROSSE INC 391751934 09 false 0 0 COMMUNITY HOUSING OF LA CROSSE INC 391586700 09 false 0 0 OPTIONS IN REPRODUCTIVE CARE INC 391166634 03 false 0 0 BOSCOBEL AREA HEALTHCARE PARTNERS 450498844 07 false 0 0 MEMORIAL HOSPITAL OF BOSCOBEL 390845590 03 false 0 0 MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION INC 391688793 07 false 0 0 TRI-COUNTY MEMORIAL HOSPITAL INC 390704510 03 false 0 0 TRI-STATE REGIONAL AMBULANCE INC 391962965 09 false 228000 0 ST JOSEPH HEALTH SERVICES INC 390929538 03 false 0 0 16 2508000 false false false false false true false false false false false false false false false true PART I, LINE 11G Gundersen Lutheran Administrative Services is an integral part of the Part IV, Section A, Line 6 GENERAL SERVICES PROVIDED TO GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 256582 281562 256582 281562 682487186 1701976927 682743768 1702258489 1000000 1000000 250000 250000 1000000 1000000 1000000 1000000 4000000 6000000 216456 232875 243735 281562 974628 250000 250000 250000 250000 1000000 1500000 PART II-A LINE 1A-D: GUNDERSEN 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 - $0 1261761 1261761 34925261 8178750 26746511 3232417 717761 2514656 140828760 85642646 55186114 85709042 0 INTERCOMPANY PAYABLE 189117900 LOSS ON SWAP CONTRACTS 34262498 DEFERRED COMPENSATION 411815 LT CIMP LIABILITY 3020511 LEASE CONTRACT PAYABLE 2512008 229324732 X INCOME TAX MATTERS PART 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. true Central America and the Caribbean Program Services MEDICAL SERVICES 93820 Sub-Saharan Africa Program Services MEDICAL SERVICES 26435 120255 120255 Central America Central America and the Caribbean 3480 CHECK false false false false false false PART I, LINE 1 Gundersen 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. true Gundersen Lutheran Health System Inc 1836 South Avenue La Crosse WI 54601 391866425 501(C)(3) 2280000 GENERAL SUPPORT Tri-State Regional Ambulance 235 Causeway Blvd La Crosse WI 54603 391962965 501(C)(3) 228000 GENERAL SUPPORT Lutheran Real Estate Holding Corporation 1910 South Ave La Crosse WI 54601 391480826 501(C)(3) 80000 GENERAL SUPPORT 3 PART 1, LINE 2 The funds are monitored by management, board of governors and the board of trustees. X X X true false false false false false false false false Jeffrey Thompson MD CHIEF EXECUTIVE OFFICER 768860 0 0 80621 0 39000 0 21316 0 909797 0 0 0 Stephen Shapiro MD BOARD OF TRUSTEES/GOVERNORS 435260 0 4000 0 360 0 39000 0 24750 0 503370 0 0 0 Brian Sieck MD BD OF GOV. - SEC/TREAS/TRUSTEE 382480 0 0 25206 0 39000 0 22250 0 468936 0 0 0 Greg Thompson MD BD OF GOV. - MBR/CMO/TRUSTEE 406928 0 10000 0 3794 0 39000 0 19566 0 479288 0 0 0 Jonathan Zlabek MD BOARD OF TRUSTEES/GOVERNORS 277860 0 6500 0 3218 0 39000 0 21316 0 347894 0 0 0 Julio Bird MD BOARD OF GOVERNORS - EXEC. VP 665360 0 0 3434 0 39000 0 18816 0 726610 0 0 0 Sigurd Gundersen III MD BOARD OF GOVERNORS - MEMBER 362360 0 2500 0 3794 0 39000 0 18816 0 426470 0 0 0 P Michael Jacobs DPM BOARD OF GOVERNORS - MEMBER 276324 0 0 2828 0 39000 0 21316 0 339468 0 0 0 Kelley Bahr MD BOARD OF GOVERNORS - MEMBER 295500 0 0 2985 0 34510 0 54 0 333049 0 0 0 Brian Mulrennan MD BOARD OF GOVERNORS - MEMBER 296860 0 2500 0 3407 0 37279 0 21316 0 361362 0 0 0 Mary Kuffel MD MEDICAL VICE PRESIDENT 444412 0 0 3434 0 39000 0 1524 0 488370 0 0 0 Michael Dolan MD MEDICAL VICE PRESIDENT 471775 0 2500 0 0 38173 0 24000 0 536448 0 0 0 Marilu Bintz MD MEDICAL VICE PRESIDENT 522004 0 0 3794 0 39000 0 9096 0 573894 0 0 0 Scott Rathgaber MD MEDICAL VICE PRESIDENT 496860 0 0 3794 0 39000 0 20316 0 559970 0 0 0 Mary Lu Gerke VICE PRESIDENT 204004 0 0 0 30750 0 11116 0 245870 0 0 0 Janice DeHaan VICE PRESIDENT 46258 0 0 91980 0 6143 0 9217 0 153598 0 0 0 Kraig Schuster VICE PRESIDENT 137383 0 0 36833 0 26611 0 19496 0 220323 0 0 0 Beth Smith-Houskamp VICE PRESIDENT 249761 0 3400 0 49822 0 38124 0 1054 0 342161 0 0 0 Bryan Erdmann VICE PRESIDENT 198255 0 0 3194 0 30371 0 22466 0 254286 0 0 0 Kelly Barton VICE PRESIDENT 198660 0 0 2405 0 30375 0 20016 0 251456 0 0 0 Kathleen Klock SENIOR VICE PRESIDENT 401500 0 0 0 39000 0 2554 0 443054 0 0 0 Gerald Arndt SENIOR VICE PRESIDENT 393412 0 0 0 39000 0 4940 0 437352 0 0 0 Robert Trine SENIOR VICE PRESIDENT 124453 0 0 27313 0 2381 0 6272 0 160419 0 0 0 Mark Platt SENIOR VICE PRESIDENT 347360 0 0 3434 0 39000 0 18816 0 408610 0 0 0 Debra Rislow SENIOR VICE PRESIDENT 331056 0 0 360 0 39000 0 14196 0 384612 0 0 0 Michael Allen CHIEF FINANCIAL OFFICER 352152 0 0 5929 0 39000 0 24750 0 421831 0 0 0 Patrick Conway MD Medical Doctor 849860 0 0 0 39000 0 22250 0 911110 0 0 0 Daniel Lilly JD General Counsel 348827 0 0 360 0 39000 0 24750 0 412937 0 0 0 Michael Redman MD Medical Doctor 337360 0 0 3784 0 39000 0 18816 0 398960 0 0 0 Daniel Ecklund MD Medical Doctor 283860 0 0 360 0 39000 0 22215 0 345435 0 0 0 Jill McMullen MD Medical Doctor 254364 0 5000 0 2596 0 33840 0 18816 0 314616 0 0 0 Frank Aberger MD BOARD OF GOVERNORS - MEMBER 444360 0 0 47117 0 39000 0 21316 0 551793 0 0 0 William Agger MD BOARD OF GOVERNORS - MEMBER 221353 0 0 360 0 33823 0 19423 0 274959 0 0 0 PART I, LINE 4A: SEVERANCE PAYMENT Janice DeHaan - $90,333 A WHEFA SERIES 2011A ISSUANCE 391337855 97710BJ78 2011-09-29 162468632 SEE PART VI false false false B WHEFA SERIES 2011B ISSUANCE 391337855 97710BK50 2011-09-29 40000000 SEE PART VI false false false C WHEFA SERIES 2009 ISSUANCE 391337855 97710BE65 2011-03-17 78715000 SEE PART VI false false false D WHEFA SERIES 2008B ISSUANCE 391337855 97710BBG6 2010-09-01 61400000 SEE PART VI false false false A 18550000 0 162563462 0 0 0 1938652 0 0 70140245 90473803 0 2014 true false true true B 0 0 40010713 0 0 0 304885 0 0 39705764 0 0 2014 false false true true C 0 0 78715000 0 0 0 0 0 0 0 78715000 0 2005 true false true true D 0 0 61400000 0 0 0 0 0 0 0 61400000 0 2008 true false true true A false false false false 0 true false false true B false false false false 0 true false false true C false true false false 0.01600 0.01600 true false false true D false false false false 0 true false false true A false true false false 0 false 0 false true B false true true false 0 false 0 false true C true true true PIPERMERRILL 29.5 false 0 false true D true true true MERRILL 27. false 0 false true A true B true C true D true 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. 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EDUCATION X 106968 63951 false true true 119493 Sean Agger SEE SUPPLEMENTAL INFO 178220 Employment false James Klock SEE SUPPLEMENTAL INFO 112747 Employment false Belinda Klock SEE SUPPLEMENTAL INFO 63678 Employment false James Klock SEE SUPPLEMENTAL INFO 99924 Employment false Brenda White SEE SUPPLEMENTAL INFO 25933 Employment false Samuel Thompson SEE SUPPLEMENTAL INFO 47185 Employment false Jonathan Klock SEE SUPPLEMENTAL INFO 95040 Employment false Tom Thompson SEE SUPPLEMENTAL INFO 50512 Employment false Lynn Sturm SEE SUPPLEMENTAL INFO 73978 Employment false Amy Strupp SEE SUPPLEMENTAL INFO 21220 Employment false Margaret Webster MD SEE SUPPLEMENTAL INFO 140930 Employment false Karen Rude SEE SUPPLEMENTAL INFO 62792 Employment false Ricardo Rivera SEE SUPPLEMENTAL INFO 61969 Employment false Megan Klock SEE SUPPLEMENTAL INFO 65846 Employment false Shannan Stephens MD SEE SUPPLEMENTAL INFO 297720 Employment false Susan Owen-Thompson SEE SUPPLEMENTAL INFO 28621 Employment false Ingri Gundersen Lombardi SEE SUPPLEMENTAL INFO 39405 Employment false John Houskamp MD SEE SUPPLEMENTAL INFO 225467 Employment false Kiley Barton SEE SUPPLEMENTAL INFO 14571 Employment false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (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 EMPLOYEE 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 11B THE 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. GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391866425 SUPTNG. ORG WI 501(C)(3) LINE 11B,II NA false GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 HEALTH CARE WI 501(C)(3) LINE 3 GLHS false GUNDERSEN CLINIC LTD 1836 SOUTH AVENUE LA CROSSE WI 54601 391028657 HEALTH CARE WI 501(C)(3) LINE 3 GLHS false GUNDERSEN LUTHERAN MEDICAL FNDTN INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 FOUNDATION WI 501(C)(3) LINE 7 GLHS false GUNDERSEN HEALTH PLAN INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391807071 HEALTH INS. 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WI 501(C)(3) LINE 3 GLHS false LUTHERAN REAL ESTATE HOLDING CORPORATION 1910 SOUTH AVENUE LA CROSSE WI 54601 391480826 HOUSING WI 501(C)(3) LINE11C,III GLHS false LUTHERAN HOUSING of LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391751934 INDP LIVING WI 501(C)(3) LINE 9 LRHC false COMMUNITY HOUSING OF LA CROSSE INC 1900 SOUTH AVE LA CROSSE WI 54601 391586700 INDP LIVING WI 501(C)(3) LINE 9 LRHC false OPTIONS IN REPRODUCTIVE CARE INC 1201 CALEDONIA STREET LA CROSSE WI 54603 391166634 HEALTH CARE WI 501(C)(3) LINE 3 GLHS false TRI-STATE REGIONAL AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391962965 MDCL TRANSPO. WI 501(C)(3) LINE 9 GLHS false ST JOSEPH's HEALTH SERVICES INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 HEALTH CARE WI 501(C)(3) LINE 3 GLHS false ST JOSEPH MEMORIAL FOUNDATION INC 400 WATER STREET HILLSBORO WI 54634 391455787 FOUNDATION WI 501(C)(3) LINE 11A, I S JOSEPH HS false TRI-COUNTY MEMORIAL FOUNDATION INC 18601 LINCOLN STREET WHITEHALL WI 54773 300093022 FOUNDATION WI 501(C)(3) LINE 11A, I TRI-COUNTY false GUNDERSEN LUTHERAN EXPRESS CARE INC 1836 SOUTH AVE LA CROSSE WI 54601 900102388 HEALTHCARE WI 501(C)(3) LINE 11 GLHS false GUNDERSEN HEALTH PLAN MN INC 1900 SOUTH AVE LA CROSSE WI 54601 452633920 HEALTH INS MN 501(C)(4) GLHP false MEMORIAL HOSPITAL OF BOSCOBEL 205 PARKER ST BOSCOBEL WI 53805 390845590 HEALTHCARE WI 501(C)(3) LINE 3 GLHS false MEMORIAL HOSPITAL OF BOSCOBEL FOUNDATION 205 PARKER ST BOSCOBEL WI 53805 391688793 FUNDRAISING WI 501(C)(3) LINE 7 NA false BOSCOBEL AREA HEALTH CARE PARTNERS 205 PARKER ST BOSCOBEL WI 53805 450498844 Fundraising WI 501(C)(3) LINE 7 NA false DEGEN BERGLUND INC 1709 LOSEY BLVD S LA CROSSE WI 54601 390971110 RTL Pharmacy WI GLHS C CORP 0 0 true GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 renew. energy WI GLHS C CORP 0 0 true true true true true false false false false false true false true true false false true true true false Gundersen Health Plan Inc m 79099701 FAIR VALUE Gundersen Health Plan Inc q 12081032 FAIR VALUE Gundersen Health Plan MN Inc q 655695 FAIR VALUE Gundersen Lutheran Envision LLC A 270888 FAIR VALUE PART IV, LINE 1 AND 2 DEGEN 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