GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC (EIN 39-1606449)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349306060
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:50:00-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 North 96th Street Suite 300 | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391606449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUNDERSEN LUTHERAN ADMINISTRATIVE | BusinessNameLine1 |
| Business Name Line2 | SERVICES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DARA BARTELS | InCareOfNm |
| Business Name Control | GUND | BusinessNameControlTxt |
| Phone | 6087827300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 SOUTH AVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN KLOCK | PersonNm |
| Person Title | SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 6087756600 | PhoneNum |
| Signature | 2014-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donald Neal Jr | PreparerPersonNm |
| PTIN | P00798244 | PTIN |
| Phone | 6087756600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gundersen Admin Services Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | jeffrey thompson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 south ave | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $652,966,246 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GUNDERSENHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 8664 | TotalEmployeeCnt |
| Total Volunteers | 837 | TotalVolunteersCnt |
| Total Gross UBI | $89,466 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $19,967 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $741,474 | PYContributionsGrantsAmt |
| CY Contributions Grants | $662,295 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $605,423,434 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $588,302,303 | CYProgramServiceRevenueAmt |
| PY Investment Income | $691,358 | PYInvestmentIncomeAmt |
| CY Investment Income | $63,201,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | $265,221 | PYOtherRevenueAmt |
| CY Other Revenue | $268,590 | CYOtherRevenueAmt |
| PY Total Revenue | $607,121,487 | PYTotalRevenueAmt |
| CY Total Revenue | $652,435,146 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,996,205 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,934,315 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $528,708,316 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $543,075,556 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,983,501 | PYOtherExpensesAmt |
| CY Other Expenses | $94,356,021 | CYOtherExpensesAmt |
| PY Total Expenses | $619,688,022 | PYTotalExpensesAmt |
| CY Total Expenses | $650,365,892 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,566,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,069,254 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,059,183,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $684,537,376 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,067,433,042 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $690,717,939 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$8,249,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$6,180,563 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $638,944,741 | ExpenseAmt |
| Grant | $12,934,315 | GrantAmt |
| Revenue | $588,302,303 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $638,944,741 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 565 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8664 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARA BARTELS | PersonNm |
| Phone | 6087759487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SOUTH AVENUE NCA1-01 | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey Thompson MD | ||||||||||
| Chief Executive Officer | 40.0 | 6.0 | Yes (X) | Yes (X) | $737,331 | $0 | $56,128 | |||
| Greg Prairie | ||||||||||
| Board of Trustees - VP | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | ||||
| Wendy Lommen | ||||||||||
| Board of Trustees - Treasurer | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | ||||
| Brian Rude | ||||||||||
| BOARD OF TRUSTEES - Secretary | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | ||||
| Gerald Kember | ||||||||||
| Board of Trustees - Member | 2.0 | 6.0 | Yes (X) | $0 | $0 | |||||
| Mark Platt | ||||||||||
| Board of Trustes / MBR /Sr. VP | 40.0 | 4.0 | Yes (X) | $57,784 | $5,721 | |||||
| Mark Glendenning | ||||||||||
| Board of Trustees - Member | 2.0 | 4.0 | Yes (X) | $0 | $0 | |||||
| Brad Sturm | ||||||||||
| Board of Trustees - Member | 2.0 | 4.0 | Yes (X) | $0 | $0 | |||||
| Stephen Shapiro MD | ||||||||||
| BOARD OF TRUSTEES/GOVERNORS | 40.0 | 9.0 | Yes (X) | $437,797 | $56,128 | |||||
| Brian Sieck MD | ||||||||||
| BD OF GOV. - SEC/TREAS/TRUSTEE | 40.0 | 6.0 | Yes (X) | Yes (X) | $370,447 | $56,128 | ||||
| GREGORY THOMPSON MD | ||||||||||
| Bd of Gov. - Mbr/CMO/Trustee | 40.0 | 8.0 | Yes (X) | Yes (X) | $355,777 | $56,128 | ||||
| Jonathan Zlabek MD | ||||||||||
| BOARD OF TRUSTEES/GOVERNORS | 40.0 | 6.0 | Yes (X) | $275,155 | $54,540 | |||||
| Julio Bird MD | ||||||||||
| Board of Governors - Exec VP | 40.0 | 6.0 | Yes (X) | Yes (X) | $662,971 | $53,628 | ||||
| Frank Aberger MD | ||||||||||
| Board of Governors - Member | 40.0 | 6.0 | Yes (X) | $384,901 | $54,228 | |||||
| William Agger MD | ||||||||||
| Board of Governors - Member | 40.0 | 6.0 | Yes (X) | $244,185 | $52,926 | |||||
| Kelley Bahr MD | ||||||||||
| Board of Governors - Member | 40.0 | 6.25 | Yes (X) | $247,026 | $34,940 | |||||
| Brian Mulrennan MD | ||||||||||
| BOARD OF GOVERNORS - MEMBER | 40.0 | 6.0 | Yes (X) | $304,377 | $54,607 | |||||
| Gordon Edwards | ||||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $96,761 | $6,925 | |||||
| Michael Allen | ||||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $106,479 | $14,196 | |||||
| Mary Kuffel MD | ||||||||||
| Medical Vice President | 40.0 | 0.0 | $442,987 | $37,152 | Yes (X) | |||||
| Michael J Dolan MD | ||||||||||
| Medical Vice President | 40.0 | 2.0 | $460,015 | $54,463 | Yes (X) | |||||
| Marilu Bintz MD | ||||||||||
| Medical Vice President | 40.0 | 0.0 | $555,076 | $44,688 | Yes (X) | |||||
| Scott Rathgaber MD | ||||||||||
| Medical Vice President | 40.0 | 0.0 | $499,881 | $56,128 | Yes (X) | |||||
| Mary Lu Gerke | ||||||||||
| Vice President | 40.0 | 0.0 | $204,064 | $37,688 | Yes (X) | |||||
| Janice DeHaan | ||||||||||
| Vice President | 40.0 | 1.5 | $275,782 | $50,490 | Yes (X) | |||||
| Debra Rislow | ||||||||||
| Vice President | 40.0 | 2.0 | $302,596 | $50,652 | Yes (X) | |||||
| Bryan Erdmann | ||||||||||
| Vice President | 40.0 | 2.8 | $176,759 | $44,373 | Yes (X) | |||||
| Kelly Barton | ||||||||||
| Vice President | 40.0 | 1.5 | $177,643 | $38,659 | Yes (X) | |||||
| Kathleen Klock | ||||||||||
| Senior Vice President | 40.0 | 0.0 | $423,360 | $35,700 | Yes (X) | |||||
| Gerald Arndt | ||||||||||
| Senior Vice President | 40.0 | 1.0 | $387,412 | $37,152 | Yes (X) | |||||
| Robert Trine | ||||||||||
| Senior Vice President | 40.0 | 0.0 | $372,950 | $51,515 | Yes (X) | |||||
| Patrick Conway MD | ||||||||||
| Medical Doctor | 40.0 | 0.0 | $793,162 | $53,628 | Yes (X) | |||||
| Michael Redman MD | ||||||||||
| Medical Doctor | 40.0 | 0.0 | $338,826 | $53,628 | Yes (X) | |||||
| Dan Lilly JD | ||||||||||
| General Counsel | 40.0 | 1.0 | $320,176 | $55,672 | Yes (X) | |||||
| Jill McMullen MD | ||||||||||
| Medical Doctor | 40.0 | 0.0 | $224,803 | $47,728 | Yes (X) | |||||
| Pamela Maas | ||||||||||
| Cheif Bus. Dvlpmnt & Mk OFFCR. | 40.0 | 0.0 | $199,431 | $30,840 | Yes (X) | |||||
| Daryl Applebury | ||||||||||
| Former Chief of Corp. Ventures | 40.0 | 0.0 | $224,522 | $27,458 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,660,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,363,837 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 680 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Gundersen Lutheran Medical Center | |||||
| 1910 South Avenue | LA CROSSE | WI | 54601 | Purchased Services | $152,561,075 |
| Kraus Anderson Construction Co | |||||
| PO Box 158 | CIRCLE PINES | MN | 55014 | Building Contractor | $66,242,111 |
| EPIC System Corporation | |||||
| Box 88314 | MILWAUKEE | WI | 532880314 | MEDICAL RCD SW SUPL | $5,060,520 |
| Fowler and Hammer Inc | |||||
| 313 Monitor Street | LA CROSSE | WI | 54603 | Building Contractor | $3,010,612 |
| Microsoft Licensing GP | |||||
| 1950 N stemmons Fwy | DALLAS | TX | 75202 | Computer Software | $2,805,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 389 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $336,906 | RelatedOrganizationsAmt |
| Government Grants | $317,889 | GovernmentGrantsAmt |
| All Other Contributions | $7,500 | AllOtherContributionsAmt |
| Total Contributions | $662,295 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE PROVIDED TO GUNDERSEN | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $588,302,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588,302,303 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $588,302,303 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,199,009 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $89,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,109,543 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $783,083 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $514,493 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $268,590 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,590 | TotalRevenueColumnAmt |
| Exclusion | $268,590 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $19,556 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,607 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,949 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,949 | TotalRevenueColumnAmt |
| Exclusion | $2,949 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $652,435,146 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588,302,303 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $89,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,381,082 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,803,629 | TotalAmt |
| Program Services | $12,803,629 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,686 | TotalAmt |
| Program Services | $130,686 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,373,094 | TotalAmt |
| Program Services | $1,282,819 | ProgramServicesAmt |
| Management And General | $3,090,275 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,322,482 | TotalAmt |
| Program Services | $403,075,897 | ProgramServicesAmt |
| Management And General | $3,246,585 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,164,829 | TotalAmt |
| Program Services | $44,546,337 | ProgramServicesAmt |
| Management And General | $618,492 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,942,194 | TotalAmt |
| Program Services | $60,298,939 | ProgramServicesAmt |
| Management And General | $1,643,255 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,272,957 | TotalAmt |
| Program Services | $24,950,141 | ProgramServicesAmt |
| Management And General | $322,816 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,321 | TotalAmt |
| Program Services | $120,595 | ProgramServicesAmt |
| Management And General | $733,726 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,380 | TotalAmt |
| Program Services | $306,380 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,970 | TotalAmt |
| Program Services | $215,970 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,979 | TotalAmt |
| Program Services | $937,979 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,260,103 | TotalAmt |
| Program Services | $10,989,574 | ProgramServicesAmt |
| Management And General | $270,529 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,453 | TotalAmt |
| Program Services | $1,099,453 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,106,244 | TotalAmt |
| Program Services | $10,064,533 | ProgramServicesAmt |
| Management And General | $41,711 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,714,593 | TotalAmt |
| Program Services | $12,714,593 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,644,161 | TotalAmt |
| Program Services | $6,631,310 | ProgramServicesAmt |
| Management And General | $12,851 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,540 | TotalAmt |
| Program Services | $467,637 | ProgramServicesAmt |
| Management And General | $103,903 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,840,933 | TotalAmt |
| Program Services | $9,840,933 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,201,824 | TotalAmt |
| Program Services | $21,191,730 | ProgramServicesAmt |
| Management And General | $10,094 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,649 | TotalAmt |
| Program Services | $89,708 | ProgramServicesAmt |
| Management And General | $1,941 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBTS/COLLECTIONS | $2,511,928 | $2,511,928 | |
| DUES, MEMBERSHIPS, LICENSES | $2,021,253 | $1,076,482 | $944,771 |
| EMPLOYEE DEVELOPMENT | $2,030,489 | $2,000,644 | $29,845 |
| ASSESSMENTS | $9,802,927 | $9,802,927 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,144,274 | TotalAmt |
| Program Services | $1,793,917 | ProgramServicesAmt |
| Management And General | $350,357 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,365,892 | TotalAmt |
| Program Services | $638,944,741 | ProgramServicesAmt |
| Management And General | $11,421,151 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,213 | BOYAmt |
| EOY | $9,635,341 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,237,794 | BOYAmt |
| EOY | $75,361,298 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,641 | BOYAmt |
| EOY | $23,931 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,521,477 | BOYAmt |
| EOY | $18,341,442 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,692,562 | BOYAmt |
| EOY | $4,720,443 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,384,044 | BOYAmt |
| EOY | $6,512,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $169,654,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,071,448 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,828,057 | BOYAmt |
| EOY | $81,583,461 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,951,819 | BOYAmt |
| EOY | $471,536,846 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,518,618 | BOYAmt |
| EOY | $16,821,955 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,183,225 | BOYAmt |
| EOY | $684,537,376 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,561,918 | BOYAmt |
| EOY | $122,509,373 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,680,000 | BOYAmt |
| EOY | $400,260,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,191,124 | BOYAmt |
| EOY | $167,948,566 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,433,042 | BOYAmt |
| EOY | $690,717,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,249,817 | BOYAmt |
| EOY | -$6,180,563 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,249,817 | BOYAmt |
| EOY | -$6,180,563 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,183,225 | BOYAmt |
| EOY | $684,537,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,069,254 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt |
|---|---|---|---|
| GUNDERSEN CLINIC LTD | |||
| 391028657 | 03 | Yes (true) | $0 |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | |||
| 390813416 | 03 | Yes (true) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 11H | FormAndLineReferenceDesc |
| Explanation | Gundersen Lutheran Administrative Services is an integral part of the Gundersen Lutheran Health System and provides support to each of the organizations listed; however, such services cannot easily be quantified in dollar-based terms. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $215,970 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $243,735 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $215,970 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $243,735 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $650,149,922 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,625,668,196 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $650,365,892 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,625,911,931 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $258,826 | CurrentYearMinus3Amt |
| Current Year Minus2 | $216,456 | CurrentYearMinus2Amt |
| Current Year Minus1 | $232,875 | CurrentYearMinus1Amt |
| Current Year | $243,735 | CurrentYearAmt |
| Total | $951,892 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A LINE 1A-D: | FormAndLineReferenceDesc |
| Explanation | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., 1910 S. AVE, LA CROSSE, WI 54601, 39-1606449 LOBBYING EXPENSE - $215,970 OTHER EXEMPT PURPOSE EXPENSE - $650,149,922 GUNDERSEN CLINIC, LTD. 1836 S. AVE, LA CROSSE, WI 54601, 39-1028657 LOBBYING EXPENSE - $27,765 OTHER EXEMPT PURPOSE EXPENSE - $413,782,789 GUNDERSEN LUTHERAN MEDICAL CENTER, INC., 1910 S.AVE, LA CROSSE, WI 54601, 39-0813416 LOBBYING EXPENSE - $0 OTHER EXEMPT PURPOSE EXPENSE - $561,735,485 GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. 1836 SOUTH AVE., LA CROSSE, WI 54601, 39-1866425 LOBBYING EXPENSE - $0 OTHER EXEMPT PURPOSE EXPENSE - $0 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,242,124 | OtherCostOrOtherBasisAmt |
| Book Value | $1,242,124 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,352,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,651,171 | DepreciationAmt |
| Book Value | $23,701,635 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,232,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $501,953 | DepreciationAmt |
| Book Value | $2,730,464 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,827,562 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,918,324 | DepreciationAmt |
| Book Value | $53,909,238 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $81,583,461 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $136,084,325 |
| LOSS ON SWAP CONTRACTS | $23,469,010 |
| DEFERRED COMPENSATION | $953,679 |
| LT CIMP LIABILITY | $2,662,308 |
| TEB PREM (DISC) | $2,992,107 |
| LEASE CONTRACT PAYABLE | $1,787,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $167,948,566 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | INCOME TAX MATTERS | FormAndLineReferenceDesc |
| Explanation | PART X, LINE 2: THE OBLIGATED GROUP HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST AS OF DECEMBER 31, 2013 AND 2012. THE OBLIGATED GROUP'S INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR 2007, AND PRIOR. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | MEDICAL SERVICES | $65,801 |
| Sub-Saharan Africa | 0 | 0 | Program Services | MEDICAL SERVICES | $710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $66,511 | SubtotalSpentAmt |
| Total Spent | $66,511 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Cash Grant | $130,686 | CashGrantAmt |
| Manner Of Cash Disbursement | check | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| REGION: CENTRAL AMERICA AND THE CARIBBEAN | REGION: CENTRAL AMERICA / CARIBBEAN (E) SPECIFIC TYPES OF SERVICES IN REGION: MEDICAL SERVICES (SURGICAL), PODIATRY, PEDIATRIC SURGERY, OPHTHALMOLOGY AND VASCULAR. REGION: SUB-SAHARAN AFRICA (E) SPECIFIC TYPES OF SERVICES IN REGION: MEDICAL SERVICES AND DEVELOPED NEW PARTNERSHIPS. |
| REGION: CENTRAL AMERICA AND THE CARIBBEAN | (E) TYPES OF SERVICES: MEDICAL TRAINING, EDUCATION AND HOUSING PROJECTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Tri-State Regional Ambulance | |||||||
| 235 Causeway Blvd | La Crosse | WI | 54603 | 391962965 | 501(C)(3) | $1,115,000 | GENERAL SUPPORT |
| GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |||||||
| 1836 SOUTH AVENUE | LA CROSSSE | WI | 54601 | 391866425 | 501(C)(3) | $11,688,629 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | The funds are monitored by management, board of governors and the board of trustees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey Thompson MD | ||||||||||||||
| Chief Executive Officer | $733,516 | $0 | $0 | $0 | $3,815 | $0 | $35,700 | $0 | $20,482 | $0 | $793,513 | $0 | $0 | $0 |
| Mary Kuffel MD | ||||||||||||||
| Medical Vice President | $439,412 | $0 | $3,575 | $35,700 | $1,506 | $480,193 | $0 | $0 | ||||||
| Stephen Shapiro MD | ||||||||||||||
| BOARD OF TRUSTEES/GOVERNORS | $433,416 | $4,000 | $381 | $35,700 | $23,916 | $497,413 | $0 | $0 | ||||||
| Brian Sieck MD | ||||||||||||||
| BD OF GOV. - SEC/TREAS/TRUSTEE | $370,016 | $0 | $431 | $35,700 | $23,916 | $430,063 | $0 | $0 | ||||||
| GREGORY THOMPSON MD | ||||||||||||||
| Bd of Gov. - Mbr/CMO/Trustee | $344,016 | $2,500 | $9,261 | $35,700 | $20,482 | $411,959 | $0 | $0 | ||||||
| Jonathan Zlabek MD | ||||||||||||||
| BOARD OF TRUSTEES/GOVERNORS | $269,017 | $3,000 | $3,138 | $35,700 | $18,894 | $329,749 | $0 | $0 | ||||||
| Julio Bird MD | ||||||||||||||
| Board of Governors - Exec VP | $659,516 | $0 | $3,455 | $35,700 | $17,982 | $716,653 | $0 | $0 | ||||||
| Frank Aberger MD | ||||||||||||||
| Board of Governors - Member | $380,916 | $0 | $3,985 | $35,700 | $18,582 | $439,183 | $0 | $0 | ||||||
| William Agger MD | ||||||||||||||
| Board of Governors - Member | $240,804 | $3,000 | $381 | $34,650 | $20,781 | $299,616 | $0 | $0 | ||||||
| Kelley Bahr MD | ||||||||||||||
| Board of Governors - Member | $243,000 | $1,500 | $2,526 | $29,940 | $5,054 | $282,020 | $0 | $0 | ||||||
| Brian Mulrennan MD | ||||||||||||||
| BOARD OF GOVERNORS - MEMBER | $290,017 | $11,000 | $3,360 | $34,179 | $20,482 | $359,038 | $0 | $0 | ||||||
| Michael J Dolan MD | ||||||||||||||
| Medical Vice President | $459,994 | $0 | $21 | $34,785 | $23,166 | $517,966 | $0 | $0 | ||||||
| Marilu Bintz MD | ||||||||||||||
| Medical Vice President | $517,065 | $0 | $38,011 | $35,700 | $9,042 | $599,818 | $0 | $0 | ||||||
| Scott Rathgaber MD | ||||||||||||||
| Medical Vice President | $496,016 | $0 | $3,865 | $35,700 | $20,482 | $556,063 | $0 | $0 | ||||||
| Mary Lu Gerke | ||||||||||||||
| Vice President | $199,064 | $5,000 | $28,700 | $11,062 | $243,826 | $0 | $0 | |||||||
| Janice DeHaan | ||||||||||||||
| Vice President | $266,388 | $5,000 | $4,394 | $31,022 | $22,256 | $329,060 | $0 | $0 | ||||||
| Debra Rislow | ||||||||||||||
| Vice President | $302,236 | $0 | $360 | $35,700 | $18,076 | $356,372 | $0 | $0 | ||||||
| Bryan Erdmann | ||||||||||||||
| Vice President | $173,420 | $0 | $3,339 | $24,850 | $21,370 | $222,979 | $0 | $0 | ||||||
| Kelly Barton | ||||||||||||||
| Vice President | $175,490 | $0 | $2,153 | $24,850 | $13,863 | $216,356 | $0 | $0 | ||||||
| Kathleen Klock | ||||||||||||||
| Senior Vice President | $398,000 | $25,000 | $360 | $35,700 | $3,488 | $462,548 | $0 | $0 | ||||||
| Gerald Arndt | ||||||||||||||
| Senior Vice President | $387,412 | $0 | $0 | $35,700 | $4,932 | $428,044 | $0 | $0 | ||||||
| Robert Trine | ||||||||||||||
| Senior Vice President | $369,516 | $0 | $3,434 | $32,587 | $18,982 | $424,519 | $0 | $0 | ||||||
| Patrick Conway MD | ||||||||||||||
| Medical Doctor | $720,016 | $0 | $73,146 | $35,700 | $21,416 | $850,278 | $0 | $0 | ||||||
| Michael Redman MD | ||||||||||||||
| Medical Doctor | $335,016 | $0 | $3,810 | $35,700 | $17,982 | $392,508 | $0 | $0 | ||||||
| Dan Lilly JD | ||||||||||||||
| General Counsel | $319,816 | $0 | $360 | $35,244 | $23,713 | $379,133 | $0 | $0 | ||||||
| Jill McMullen MD | ||||||||||||||
| Medical Doctor | $222,518 | $0 | $2,285 | $27,300 | $20,482 | $272,585 | $0 | $0 | ||||||
| Pamela Maas | ||||||||||||||
| Cheif Bus. Dvlpmnt & Mk OFFCR. | $192,272 | $5,200 | $1,959 | $27,888 | $3,006 | $230,325 | $0 | $0 | ||||||
| Daryl Applebury | ||||||||||||||
| Former Chief of Corp. Ventures | $79,514 | $0 | $145,008 | $11,082 | $17,145 | $252,749 | $0 | $0 | ||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A: | FormAndLineReferenceDesc |
| Explanation | SEVERANCE PAYMENT Daryl Applebury - $145,008 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WHEFA SERIES 2011A ISSUANCE | ||||||||
| A | 391337855 | 97710BJ78 | 2011-09-29 | $162,468,632 | SEE PART VI | false | false | false |
| WHEFA SERIES 2011B ISSUANCE | ||||||||
| B | 391337855 | 97710BK50 | 2011-09-29 | $40,000,000 | SEE PART VI | false | false | false |
| WHEFA SERIES 2009 ISSUANCE | ||||||||
| C | 391337855 | 97710BE65 | 2011-03-17 | $78,715,000 | SEE PART VI | false | false | false |
| WHEFA SERIES 2008B ISSUANCE | ||||||||
| D | 391337855 | 97710BBG6 | 2010-09-01 | $61,400,000 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,130,000 | $0 | $162,563,462 | $0 | $0 | $90,473,803 | $1,938,652 | $0 | $0 | $70,140,245 | $0 | $0 | Yes (true) | false | false | Yes (true) | |
| B | $0 | $0 | $40,010,713 | $0 | $0 | $0 | $304,885 | $0 | $0 | $39,705,764 | $0 | $0 | false | false | false | Yes (true) | |
| C | $0 | $0 | $78,715,000 | $0 | $0 | $78,715,000 | $0 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2005 |
| D | $0 | $0 | $61,400,000 | $0 | $0 | $61,400,000 | $0 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2008 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) | |
| B | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) | |
| C | false | Yes (true) | false | false | 0.01600 | Yes (true) | false | false | Yes (true) | 0.01600 |
| D | false | false | false | false | 0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| B | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | |
| PIPERMERRILL | |||||||||
| C | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 29.5 |
| MERRILL | |||||||||
| D | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 27. |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEFA SERIES 2012 ISSUANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | 97710B4B5 | CUSIPNum |
| Bond Issued | 2012-09-27 | BondIssuedDt |
| Issue Price | $71,789,897 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $155,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $71,875,660 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $961,054 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $28,645,159 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $42,247,081 | UnspentAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Bond Issues: LIne A | FormAndLineReferenceDesc |
| 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 issuance | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ALLEN | PersonNm |
| Relationship With Org | CFO | RelationshipWithOrgTxt |
| Loan Purpose | SIGNING BONUS | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $25,000 | OriginalPrincipalAmt |
| Balance Due | $23,931 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $23,931 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (16 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SEAN AGGER | |||
| SEE SUPPLEMENTAL INFO | $151,921 | EMPLOYMENT | false |
| JAMES KLOCK | |||
| SEE SUPPLEMENTAL INFO | $109,336 | EMPLOYMENT | false |
| BELINDA KLOCK | |||
| SEE SUPPLEMENTAL INFO | $57,367 | EMPLOYMENT | false |
| JAMES KLOCK | |||
| SEE SUPPLEMENTAL INFO | $96,876 | EMPLOYMENT | false |
| BRENDA WHITE | |||
| SEE SUPPLMENETAL INFO | $19,110 | EMPLOYMENT | false |
| SAMUEL THOMPSON | |||
| SEE SUPPLEMENTAL INFO | $16,809 | EMPLOYMENT | false |
| JONATHAN KLOCK | |||
| SEE SUPPLEMENTAL INFO | $91,744 | EMPLOYMENT | false |
| TOM THOMPSON | |||
| SEE SUPPLEMENTAL INFO | $49,180 | EMPLOYMENT | false |
| Lynn Sturm | |||
| SEE SUPPLEMENTAL INFO | $78,247 | EMPLOYMENT | false |
| Amy Strupp | |||
| SEE SUPPLEMENTAL INFO | $19,388 | EMPLOYMENT | false |
| MARGARET WEBSTER MD | |||
| SEE SUPPLEMENTAL INFO | $126,897 | EMPLOYMENT | false |
| KAREN RUDE | |||
| SEE SUPPLEMENTAL INFO | $58,814 | EMPLOYMENT | false |
| RICARDO RIVERA | |||
| SEE SUPPLEMENTAL INFO | $62,296 | EMPLOYMENT | false |
| MEGAN KLOCK | |||
| SEE SUPPLEMENTAL INFO | $20,896 | EMPLOYMENT | false |
| SHANNaN STEPHENS MD | |||
| SEE SUPPLEMENTAL INFO | $290,397 | EMPLOYMENT | false |
| SUSAN OWEN-THOMPSON | |||
| SEE SUPPLEMENTAL INFO | $28,819 | EMPLOYMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH 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., 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 JEFF THOMPSON, M.D., DIRECTOR (A) NAME OF PERSON: TOM THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFF 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, MD (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KELLEY BAHR, MD, DIRECTOR (A) NAME OF PERSON: SUSAN OWEN-THOMPSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF JEFFREY THOMPSON, MD, DIRECTOR | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 EXECUTIVE DIRECTOR OF FINANCIAL OPERATIONS 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||||
| 1910 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. | WI | 501(C)(4) | GLHS | false | |
| GUNDERSEN LUTHERAN CREDENTIALING SVS INC | ||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391856898 | CREDENTIALING | WI | 501(C)(3) | ln 11c, iii | GLHS | false |
| TRI-COUNTY MEMORIAL HOSPITAL INC | ||||||||||
| 18601 LINCOLN STREET | WHITEHALL | WI | 54773 | 390704510 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | GLHS | false |
| HARMONY COMMUNITY HEALTHCARE INC | ||||||||||
| 815 MAIN AVENUE S | HARMONY | MN | 55939 | 410711606 | HEALTH CARE | MN | 501(C)(3) | LINE 9 | GLHS | false |
| TWEETEN LUTHERAN HEALTHCARE CENTER INC | ||||||||||
| 125 FIFTH AVENUE SE | SPRING GROVE | MN | 55974 | 411565003 | HEALTH CARE | MN | 501(C)(3) | LINE 9 | GLHS | false |
| TRI-STATE AMBULANCE INC | ||||||||||
| 235 CAUSEWAY BLVD | LA CROSSE | WI | 54601 | 391965415 | MDCL TRANSPO. | 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) | ln 11c, 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 AVENUE | 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 |
| STJOSEPH'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) | ln 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 STREET | BOSCOBEL | WI | 53805 | 390845590 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | GLHS | false |
| Memorial Hospital of Boscobel Foundation | ||||||||||
| 205 PARKER STREET | BOSCOBEL | WI | 53805 | 391688793 | FUNDRAISING | WI | 501(C)(3) | LINE 7 | NA | false |
| Boscobel Area Health Care Partners | ||||||||||
| 205 PARKER STREET | BOSCOBEL | WI | 53805 | 450498844 | FUNDRAISING | WI | 501(C)(3) | LINE 7 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEGEN BERGLUND INC | ||||||||||||
| 1709 LOSEY BLVD S | LA CROSSE | WI | 54601 | 390971110 | RTL Pharmacy | WI | GLHS | C CORP | $0 | $0 | 0.00000 | Yes (true) |
| GUNDERSEN LUTHERAN ENVISION LLC | ||||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 264706546 | renew. energy | WI | GLHS | C CORP | $0 | $0 | 0.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GUNDERSEN HEALTH PLAN INC | ||
| M | $73,613,922 | FAIR VALUE |
| GUNDERSEN HEALTH PLAN INC | ||
| Q | $12,162,039 | FAIR VALUE |
| Gundersen Health Plan MN Inc | ||
| q | $245,972 | FAIR VALUE |
| GUNDERSEN LUTHERAN ENVISION LLC | ||
| A | $22,984 | FAIR VALUE |
| DEGEN BERGLUND INC | ||
| A | $66,482 | FAIR VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 AND 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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