GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC (EIN 39-1249705)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201343169349300144
- Schema version
- 2012v2.1
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T16:56:31-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391249705 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DARA BARTELS CONTROLLER | InCareOfName |
| Name Control | GUND | NameControl |
| Phone | 6087756600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1836 SOUTH AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK V CONNELLY MD | Name |
| Title | CHAIRMAN OF THE BOARD | Title |
| Phone | 6087756600 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORRAINE A EGGER | Name |
| Phone | 4023481450 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK V CONNELLY MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1836 SOUTH AVENUE | AddressLine1 |
| City | LA Crosse | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43449180 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.gundersenhealth.org/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE AND SUPPORT QUALITY HEALTHCARE BY EMPHASIZING MEDICAL EDUCATION, HEALTH AND WELLNESS EDUCATION, AS WELL AS CLINICALLY BASED RESEARCH AND COMMUNITY HEALTH OUTREACH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 760 | TotalNbrVolunteers |
| Total Gross UBI | 9947 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13904510 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19519376 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13994598 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4637735 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1775841 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3391655 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1033545 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1033827 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30708494 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28582593 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4340273 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7983326 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15059645 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15822218 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 202173 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 128674 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2599636 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3378759 | OtherExpensePriorYear |
| Other Expenses Current Year | 3703005 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22980850 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27637223 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7727644 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 945370 | RevenuesLessExpensesCY |
| Total Assets BOY | 58583706 | TotalAssetsBOY |
| Total Assets EOY | 60970285 | TotalAssetsEOY |
| Total Liabilities BOY | 5386792 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5154360 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 53196914 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 55815925 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. IS TO ENHANCE AND SUPPORT QUALITY HEALTH CARE WITH AN EMPHASIS ON MEDICAL EDUCATION AND HEALTH/WELLNESS EDUCATION, AS WELL AS CLINICALLY-BASED RESEARCH AND COMMUNITY OUTREACH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9757734 | Expense |
| Grants | 3238063 | Grants |
| Revenue | 1566022 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7983325 | Expense |
| Grants | 2649233 | Grants |
| Revenue | 1109050 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4950013 | Expense |
| Grants | 1642641 | Grants |
| Revenue | 2306527 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1366265 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 453389 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 605372 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 24057337 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 85 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DARA BARTELS CONTROLLER | NamePerson |
| Telephone Number | 6087759487 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| MARK V CONNELLY MD | |||||||||
| CHAIRMAN OF THE BOARD | 2.0 | 40.0 | X | X | 0 | 329011 | 48584 | ||
| A ERIK GUNDERSEN MD | |||||||||
| VICE CHAIRMAN OF THE BOARD | 2.0 | 40.0 | X | X | 0 | 182856 | 48804 | ||
| COLETTE LASACK | |||||||||
| SECRETARY OF THE BOARD | 2.0 | 40.0 | X | X | 0 | 113468 | 20780 | ||
| HERBERT M HEILI | |||||||||
| TREASURER OF THE BOARD | 2.0 | 0.0 | X | X | 0 | 0 | |||
| SIGURD B GUNDERSEN III MD | |||||||||
| SECRETARY OF THE BOARD | 2.0 | 40.8 | X | X | 0 | 442760 | 58584 | ||
| HARRY DAHL | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| DYANNE BRUDOS | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| ROBERT N GOLDEN MD | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| GEORGE KERCKHOVE | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| DIRK GASTERLAND | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| JOHN LYCHE | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| STEPHEN SHAPIRO MD | |||||||||
| BOARD MEMBER | 2.0 | 46.0 | X | 0 | 432458 | 61084 | |||
| LEE ANN MATHY | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| ANDREW TEMTE CFA | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| THOMAS THOMPSON DVM | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| MARY WESTLUND | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| C DANIEL GELATT PHD | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| JOE GOW PHD | |||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | ||||
| DONALD F FRANK | |||||||||
| BOARD MEMBER | 2.0 | 6.0 | X | 0 | 0 | ||||
| Lynn Sturm RN | |||||||||
| Board Member | 2.0 | 40.0 | X | 0 | 81385 | 35213 | |||
| Todd Mahr MD | |||||||||
| Board Member | 2.0 | 40.0 | X | 0 | 212988 | 55834 | |||
| Patricia Heim | |||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | ||||
| Brian Koopman CFP CPA CTFA | |||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | ||||
| Rebecca Naugler | |||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | ||||
| Mary Jo Werner JD CPA CFF | |||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | ||||
| DAVID CHESTNUT MD | |||||||||
| DIRECTOR OF MEDICAL EDUCATION | 0.0 | 40.0 | 0 | 408296 | 60864 | X | |||
| STEVE B PEARSON MD | |||||||||
| INTERNAL MEDICINE PROGRAM | 0.0 | 40.0 | 0 | 225576 | 59809 | X | |||
| BENJAMIN JARMAN MD | |||||||||
| GENERAL SURGERY PROGRAM DI | 0.0 | 40.0 | 0 | 398510 | 61584 | X | |||
| PHILIP SCHUMACHER | |||||||||
| EXECUTIVE DIRECTOR | 0.0 | 40.0 | 0 | 162104 | 47172 | X | |||
| William Agger MD | |||||||||
| Research Director | 0.0 | 46.0 | 0 | 243914 | 58444 | X | |||
| STEVEN CALLISTER PHD | |||||||||
| SENIOR RESEARCH SCIENTIST | 0.0 | 40.0 | 0 | 138816 | 22290 | X | |||
| CARL SHELLEY PHD | |||||||||
| SENIOR RESEARCH SCIENTIST | 0.0 | 40.0 | 0 | 120198 | 39459 | X | |||
| Ayman Al Harakeh MD | |||||||||
| Medical DOCTOR | 0.0 | 40.0 | 0 | 215056 | 46388 | X | |||
| Bradley Abicht DPM | |||||||||
| Doctor of POdiatric Medicine | 0.0 | 40.0 | 0 | 120670 | 19616 | X | |||
| Bernard Hammes Phd | |||||||||
| Bereavement/Adv Care Planning | 0.0 | 40.0 | 0 | 107576 | 40959 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3935642 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 785468 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUNDERSEN LUTHERAN ADMIN SERVICES | |||||
| 1900 SOUTH AVENUE | LA CROSSE | WI | 54601 | PURCHASED SERVICES | 15822218 |
| Ruffalo Cody Associates Inc | |||||
| 65 kirkwood north road sw | CEDAR RAPIDS | IA | 52404 | Fundraising CSTA | 172827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 367614 | FundraisingEvents |
| Related Organizations | 9104650 | RelatedOrganizations |
| Government Grants | 873502 | GovernmentGrants |
| All Other Contributions | 9173610 | AllOtherContributions |
| Noncash Contributions | 1471002 | NoncashContributions |
| Total Contributions | 19519376 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATION PROGRAMS | 611600 | 1566022 | 1566022 |
| RESEARCH PROGRAMS | 541900 | 1962663 | 1962663 |
| COMMUNITY HEALTH PROGRAMS | 900099 | 1109050 | 1109050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4637735 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1264407 | TotalRevenueColumn |
| Exclusion | $1,264,407 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 343864 | RelatedOrExemptFunctionIncome |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14995913 | Securities |
| Other | 1767686 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12930865 | Securities |
| Other | 1705486 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2065048 | Securities |
| Other | 62200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2127248 | TotalRevenueColumn |
| Exclusion | $2,127,248 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 177614 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 367614 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 133527 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44087 | TotalRevenueColumn |
| Exclusion | $44,087 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 33594 | GrossIncomeGaming |
| Gaming Direct Expenses | 3036 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30558 | TotalRevenueColumn |
| Exclusion | $30,558 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 699044 | GrossSalesOfInventory |
| Cost Of Goods Sold | 93673 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 605371 | TotalRevenueColumn |
| Related Or Exempt Function Income | 605371 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE SERVICES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9947 | TotalRevenueColumn |
| Unrelated Business Revenue | 9947 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9947 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28582593 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5586970 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 9947 | UnrelatedBusinessRevenue |
| Exclusion | $3,466,300 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7700234 | Total |
| Program Services | 7700234 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283092 | Total |
| Program Services | 283092 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1416917 | Total |
| Program Services | 920000 | ProgramServices |
| Management And General | 173000 | ManagementAndGeneral |
| Fundraising | 323917 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10982417 | Total |
| Program Services | 10000569 | ProgramServices |
| Management And General | 195944 | ManagementAndGeneral |
| Fundraising | 785904 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657833 | Total |
| Program Services | 482884 | ProgramServices |
| Management And General | 27304 | ManagementAndGeneral |
| Fundraising | 147645 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2114021 | Total |
| Program Services | 1828081 | ProgramServices |
| Management And General | 57064 | ManagementAndGeneral |
| Fundraising | 228876 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651030 | Total |
| Program Services | 560790 | ProgramServices |
| Management And General | 14376 | ManagementAndGeneral |
| Fundraising | 75864 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39608 | Total |
| Program Services | 39608 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13665 | Total |
| Management And General | 13665 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128674 | Total |
| Fundraising | 128674 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242814 | Total |
| Program Services | 242814 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449971 | Total |
| Program Services | 212443 | ProgramServices |
| Management And General | 7059 | ManagementAndGeneral |
| Fundraising | 230469 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217588 | Total |
| Program Services | 63919 | ProgramServices |
| Management And General | 4020 | ManagementAndGeneral |
| Fundraising | 149649 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 666088 | Total |
| Program Services | 523809 | ProgramServices |
| Management And General | 64339 | ManagementAndGeneral |
| Fundraising | 77940 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82231 | Total |
| Program Services | 57832 | ProgramServices |
| Management And General | 4034 | ManagementAndGeneral |
| Fundraising | 20365 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129961 | Total |
| Program Services | 129961 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122896 | Total |
| Program Services | 115491 | ProgramServices |
| Management And General | 3276 | ManagementAndGeneral |
| Fundraising | 4129 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239627 | Total |
| Program Services | 209807 | ProgramServices |
| Management And General | 1132 | ManagementAndGeneral |
| Fundraising | 28688 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178647 | Total |
| Program Services | 115881 | ProgramServices |
| Management And General | 19069 | ManagementAndGeneral |
| Fundraising | 43697 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129827 | Total |
| Program Services | 114419 | ProgramServices |
| Management And General | 5738 | ManagementAndGeneral |
| Fundraising | 9670 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112074 | Total |
| Program Services | 98482 | ProgramServices |
| Management And General | 3789 | ManagementAndGeneral |
| Fundraising | 9803 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GUNDERSEN LUTHERAN ADM SERV | 520711 | 132107 | 385069 | 3535 |
| MEMBERSHIPS, DUES & LICENSES | 134343 | 100387 | 33956 | |
| EMPLOYEE AND RELATED EDU | 40235 | 40235 | ||
| RECRUITING | 36432 | 36432 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346287 | Total |
| Program Services | 48060 | ProgramServices |
| Management And General | 1372 | ManagementAndGeneral |
| Fundraising | 296855 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27637223 | Total |
| Program Services | 24057337 | ProgramServices |
| Management And General | 980250 | ManagementAndGeneral |
| Fundraising | 2599636 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4687352 | BOY |
| EOY | 4984354 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8860941 | BOY |
| EOY | 8243156 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1244559 | BOY |
| EOY | 946397 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106737 | BOY |
| EOY | 88687 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114141 | BOY |
| EOY | 82319 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2694937 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1658739 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1006243 | BOY |
| EOY | 1036198 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34835790 | BOY |
| EOY | 37819332 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427200 | BOY |
| EOY | 548808 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7300743 | BOY |
| EOY | 7221034 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58583706 | BOY |
| EOY | 60970285 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2373929 | BOY |
| EOY | 2021895 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2177990 | BOY |
| EOY | 2294595 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344109 | BOY |
| EOY | 425970 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490764 | BOY |
| EOY | 411900 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5386792 | BOY |
| EOY | 5154360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25361822 | BOY |
| EOY | 27408637 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13157844 | BOY |
| EOY | 13097873 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14677248 | BOY |
| EOY | 15309415 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53196914 | BOY |
| EOY | 55815925 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58583706 | BOY |
| EOY | 60970285 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 945370 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1673641 | ReconciliationUnrealizedInvest |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5451840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4124049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7742052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13904510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19519376 | CurrentTaxYear |
| Total | 50741827 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5451840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4124049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7742052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13904510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19519376 | CurrentTaxYear |
| Total | 50741827 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1684276 | AmountsSubstContributorsTotal |
| Public Support Total170 | 49057551 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1272578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1006563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1090598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1258402 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1264407 | CurrentTaxYear |
| Total | 5892548 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13386 | CurrentTaxYearMinus2Years |
| Total | 28719 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 56663094 | TotalSupport |
| Public Support Pertcentage170 | 0.86578 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73760 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14677248 | BeginningOfYearBalance |
| Contributions | 257882 | Contributions |
| Investment Earnings Or Losses | 374335 | InvestmentEarningsOrLosses |
| Other Expenditures | 50 | OtherExpenditures |
| End Of Year Balance | 15309415 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14388661 | BeginningOfYearBalance |
| Contributions | 629743 | Contributions |
| Investment Earnings Or Losses | -335317 | InvestmentEarningsOrLosses |
| Other Expenditures | 5839 | OtherExpenditures |
| End Of Year Balance | 14677248 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33475760 | BeginningOfYearBalance |
| Contributions | 1997884 | Contributions |
| Investment Earnings Or Losses | 3534634 | InvestmentEarningsOrLosses |
| Other Expenditures | 1301332 | OtherExpenditures |
| End Of Year Balance | 37706946 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29526470 | BeginningOfYearBalance |
| Contributions | 2480367 | Contributions |
| Investment Earnings Or Losses | 3360863 | InvestmentEarningsOrLosses |
| Other Expenditures | 1891940 | OtherExpenditures |
| End Of Year Balance | 33475760 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36065812 | BeginningOfYearBalance |
| Contributions | 2673145 | Contributions |
| Investment Earnings Or Losses | -7900476 | InvestmentEarningsOrLosses |
| Other Expenditures | 1312011 | OtherExpenditures |
| End Of Year Balance | 29526470 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10000 | OtherCostOrOtherBasis |
| Book Value | 10000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 980055 | OtherCostOrOtherBasis |
| Depreciation | 496393 | Depreciation |
| Book Value | 483662 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1642313 | OtherCostOrOtherBasis |
| Depreciation | 1126590 | Depreciation |
| Book Value | 515723 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62569 | OtherCostOrOtherBasis |
| Depreciation | 35756 | Depreciation |
| Book Value | 26813 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1036198 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CHARITABLE GIFT ANNUITY RESERV | 1147937 |
| BENEFICIAL INTEREST TRUSTS | 5505086 |
| SPLIT INTEREST AGREEMENTS | 254459 |
| INVESTMENT- SH. HLTH SERV CORP | 13400 |
| LIFE INSURANCE CSV | 300152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7221034 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES UNDER UNITRUST AGRMNT. | $153,454 |
| ANNUITY PAYMENT LIABILITY | $258,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 411900 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PART X, LINE 2 | THE OBLIGATED GROUP (GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC. GUNDERSEN CLINIC, LTD., AND GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC.) ADOPTED THE PROVISIONS RELATING TO UNCERTAIN TAX POSITIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION ON JANUARY 1, 2007. THE CODIFICATION CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE OBLIGATED GROUP HAS REVIEWED ITS TAX POSITIONs FOR ALL OPEN YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST AS OF DECEMBER 31, 2012 AND 2011. THE OBLIGATED GROUP'S INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED DECEMBER 31, 2006, PRIOR. | |
| PART V | BEGINNING IN 2011, DUE TO A CHANGE IN POLICY BOARD DESIGNATED FUNDS ARE NO LONGER RESTRICTED BY THE BOARD. | ENDOWMENT FUNDS |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| EDDIE THOMPSON ASSOCIATES | 229 WARD CIRCLE STE A-23 | BRENTWOOD | TN | 37027 | FUNDRAISING CONSULTANT | false | 0 | 66000 | -66000 |
| RUFFALO CODY ASSOCIATES | 65 kirkwood north road sw | CEDAR RAPIDS | IA | 52404 | FUNDRAISING CONSULTANT | false | 0 | 157827 | -157827 |
| THE ANGELETTI GROUP LLC | 17 VILLAGE ROAD BOX 188 | NEW VERNON | NJ | 07976 | FUNDRAISING CONSULTANT | false | 0 | 29845 | -29845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 253672 | TotalRetainedByContractors |
| Total Net To Organization | -253672 | TotalNetToOrganization |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STEPPIN OUT IN | NameOfEvent1 |
| Gross Receipts Event1 | 447462 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 357614 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 89848 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 69398 | OtherDirectExpensesEvent1 |
| Name Of Event2 | EMERALD BALL | NameOfEvent2 |
| Gross Receipts Event2 | 15175 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 15175 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 14 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 82591 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 10000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 72591 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 64129 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 545228 | GrossReceiptsTotal |
| Charitable Contributions Total | 367614 | CharitableContributionsTotal |
| Gross Revenue Total Events | 177614 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 133527 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 133527 | DirectExpenseSummaryEvents |
| Net Income Summary | 44087 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 33594 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 3036 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 33594 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 3036 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 3036 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 30558 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Name Of Gaming Rec Keeper Person | BONNIE FEDIE | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1836 SOUTH AVENUE | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | DAVID AMBORN | GamingManagerNamePerson |
| Gaming Manager Services Provided | SUPERVISION AND MANAGEMENT OF GAMING ACTIVITIES | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | false | CharitableDistribRequired |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2B | Identifier |
| Explanation | IN ADDTION TO PAYMENT FOR PROFESSIONAL FEES, THE ANGELETTI GROUP WAS PAID AN ADDITIONAL $7,345 FOR REIMBURSEMENT OF TRAVEL RELATED EXPENSES. IN ADDTION TO PAYMENT FOR PROFESSIONAL FEES, CHAD C. LEITCH WAS PAID AN ADDITIONAL $848 FOR REIMBURSEMENT OF TRAVEL RELATED EXPENSES. EACH OF THE ABOVE CONTRACTS REQUIRE THAT INVOICES TO THE FILING ORGANIZATION SHOW THE PROFESSIONAL FEE AND TRAVEL RELATED REIMBURSED BE LISTED SEPERATELY. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC | |||||||
| 1900 S AVE | LA CROSSE | WI | 54601 | 391606449 | 501(C)(3) | 355285 | GENERAL SUPPORT |
| FAMILY & CHILDREN CENTER | |||||||
| 1707 MAIN STREET | LA CROSSE | WI | 54601 | 390821863 | 501(C)(3) | 12000 | EQP AND STAFF EDU |
| LA CROSSE AREA FAMILY YMCA INC | |||||||
| 1140 MAIN STREET | LA CROSSE | WI | 54601 | 390806172 | 501(C)(3) | 38594 | EQP AND STAFF EDU |
| LA CROSSE PERFORMING ARTS CENTER INC | |||||||
| 201 MAIN STREET | LA CROSSE | WI | 54601 | 453799708 | 501(C)(3) | 6000 | EQP AND STAFF EDU |
| GUNDERSEN CLINIC LTD | |||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391028657 | 501(C)(3) | 351602 | GENERAL SUPPORT |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | |||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 390813416 | 501(C)(3) | 6936752 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| TRANSPORTATION AND LODGING | 286 | 79127 |
| RESPITE SERVICES | 128 | 58326 |
| ADAPTIVE EQUIPMENT | 7480 | 139369 |
| COULEE READING CENTER SCHOLARSHIPS | 47 | 6270 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2: | Identifier |
| Explanation | THE FOUNDATION MONITORS GRANT AWARDS FOR PROPER USAGE OF FUNDS BY REQUESTING THAT THE GRANT RECIPIENTS PROVIDE FEEDBACK ON THEIR PROGRAMS, A SUMMARIZATION OF GRANT RELATED EXPENDITURES, COPIES OF RECEIPTS AND/OR OTHER DOCUMENTATION TO SUPPORT THE EXPENDITURE OF THE GRANT AWARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Bonus Related OrgsBonusRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK V CONNELLY MD | ||||||||||||||
| CHAIRMAN OF THE BOARD | 0 | 325672 | 0 | 0 | 3339 | 0 | 27500 | 0 | 21119 | 0 | 377630 | 0 | ||
| A ERIK GUNDERSEN MD | ||||||||||||||
| VICE CHAIRMAN OF THE BOARD | 0 | 167672 | 0 | 0 | 15184 | 0 | 27720 | 0 | 22855 | 0 | 233431 | 0 | ||
| SIGURD B GUNDERSEN III MD | ||||||||||||||
| SECRETARY OF THE BOARD | 0 | 438922 | 0 | 0 | 3838 | 0 | 37500 | 0 | 21138 | 0 | 501398 | 0 | ||
| STEPHEN SHAPIRO MD | ||||||||||||||
| BOARD MEMBER | 0 | 428072 | 0 | 0 | 386 | 0 | 37500 | 0 | 27072 | 0 | 497030 | 0 | 4000 | 0 |
| DAVID CHESTNUT MD | ||||||||||||||
| DIRECTOR OF MEDICAL EDUCATION | 0 | 407892 | 0 | 0 | 404 | 0 | 37500 | 0 | 26852 | 0 | 472648 | 0 | ||
| STEVE B PEARSON MD | ||||||||||||||
| INTERNAL MEDICINE PROGRAM | 0 | 225172 | 0 | 0 | 404 | 0 | 34725 | 0 | 27476 | 0 | 287777 | 0 | ||
| BENJAMIN JARMAN MD | ||||||||||||||
| GENERAL SURGERY PROGRAM DI | 0 | 393672 | 0 | 0 | 4838 | 0 | 37500 | 0 | 24138 | 0 | 460148 | 0 | ||
| PHILIP SCHUMACHER | ||||||||||||||
| EXECUTIVE DIRECTOR | 0 | 160088 | 0 | 0 | 2016 | 0 | 24588 | 0 | 22638 | 0 | 209330 | 0 | ||
| STEVEN CALLISTER PHD | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | 0 | 138412 | 0 | 0 | 404 | 0 | 20850 | 0 | 2898 | 0 | 162564 | 0 | ||
| CARL SHELLEY PHD | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | 0 | 120172 | 0 | 0 | 26 | 0 | 18375 | 0 | 22375 | 0 | 160948 | 0 | ||
| William Agger MD | ||||||||||||||
| Research Director | 0 | 239510 | 0 | 0 | 404 | 0 | 37050 | 0 | 23884 | 0 | 304848 | 0 | 4000 | |
| Ayman Al Harakeh MD | ||||||||||||||
| Medical DOCTOR | 0 | 214696 | 0 | 0 | 360 | 0 | 20304 | 0 | 28141 | 0 | 263501 | 0 | ||
| Todd Mahr MD | ||||||||||||||
| Board Member | 0 | 210172 | 0 | 0 | 2816 | 0 | 32250 | 0 | 23638 | 0 | 268876 | 0 | ||
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1452013 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 171 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18989 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, LINE 32B: | Identifier |
| Explanation | AUCTION RELATED ITEMS ARE DONATED AND LATER SOLD AT VARIOUS FUNDRAISING EVENTS. THE EVENTS ARE COORDINATED BY VOLUNTEERS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS: | EDUCATIONAL PROGRAMS: GUNDERSEN LUTHERAN IS ONE OF THE PREMIER COMMUNITY-BASED ACADEMIC HEALTH CENTERS. FULLY ACCREDITED MEDICAL RESIDENCY PROGRAMS ARE OFFERED IN INTERNAL MEDICINE, GENERAL SURGERY, ORAL AND MAXILLOFACIAL SURGERY, PODIATRIC MEDICINE AND SURGERY AND TRANSITIONAL YEAR. THE MEDICAL RESIDENCY PROGRAMS OFFER A BALANCE OF PRIMARY, TERTIARY, INPATIENT AND OUTPATIENT MEDICINE. GUNDERSEN LUTHERAN SERVES AS THE WESTERN ACADEMIC CAMPUS FOR THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH (UW-SMPH). NOT ONLY DO WE TEACH MEDICAL STUDENTS ENROLLED IN THE TRADITIONAL MEDICAL EDUCATION PROGRAM BUT WE SERVE AS A TRAINING SITE FOR MEDICAL STUDENTS ENROLLED IN THE WISCONSIN ACADEMY FOR RURAL MEDICINE (WARM), AN EXCITING NEW PROGRAM SPONSORED BY THE UW-SMPH. AS BOTH A TEACHING AND RESEARCH FACILITY, WE PROVIDE ACCESS TO CUTTING-EDGE MEDICAL KNOWLEDGE AND STATE-OF-THE ART CLINICAL CARE FOR THE TRI-STATE REGION. IN 2012, WE OFFERED 360 PLUS HOURS OF CONTINUING MEDICAL EDUCATION (CME) CREDIT, WHICH INCLUDED 13 REGULARLY SCHEDULED WEEKDAY CONFERENCES AND 15 SEMINARS. THE NUMBER OF PHYSICIAN PARTICIPANTS WAS APPROXIMATELY 5,700 AND THE NUMBER OF NON-PHYSICIAN PARTICIPANTS WAS APPROXIMATELY 2,900. |
| FORM 990, PART III, LINE 4B | PROGRAM SERVICE ACCOMPLISHMENTS: | COMMUNITY HEALTH PROGRAMS: THE COMMUNITY HEALTH PROGRAMS SPONSORED BY GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. PROMOTE COMMUNITY HEALTH, EMPHASIZE DISEASE PREVENTION, WELLNESS AND OTHER PATIENT EDUCATION PROGRAMS. A TOTAL OF 32 GRANTS WERE AWARDED FOR EDUCATION PURPOSES, 41 FOR EQUIPMENT PURCHASES, 141 FOR VARIOUS GUNDERSEN LUTHERAN PROGRAM SERVICES, AND 43 GRANTS WERE AWARDED TO ENHANCE PATIENT AND COMMUNITY HEALTH. IN ADDITION, 7,941 GRANTS WERE AWARDED TO INDIVIDUALS FOR TRANSPORTATION, RESPITE SERVICES, SCHOLARSHIPS, ADAPTIVE EQUIPMENT, MEALS AND OTHER LIVING EXPENSES. |
| FORM 990, PART III, LINE 4C | PROGRAM SERVICE ACCOMPLISHMENTS: | RESEARCH PROGRAMS: THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION RESEARCH PROGRAM IS CLINICALLY ORIENTED SCIENCE THAT SEEKS EVIDENCE-BASED, REPRODUCIBLE ANSWERS TO IMPORTANT QUESTIONS THAT PERTAIN TO THE HEALTH OF THE CITIZENS OF THE TRI-STATE REGION. THE RESEARCH HELPS DIRECT MEDICAL STAFF TO PROVIDE PATIENTS WITH THE MOST UP-TO-DATE ADVANCEMENTS IN MEDICAL CARE. THE DEPARTMENT SUPPORTS RESEARCH THROUGHOUT THE ORGANIZATION HIGHLIGHTED BY THE NAMING OF A NATIONAL CANCER INSTITUTE COMMUNITY CANCER CENTER WHICH IS ONE OF THIRTY SUCH SITES IN THE NATION. THE DEPARTMENT OF RESEARCH NOW SUPPORTS THREE FULLY EQUIPPED AND STAFFED RESEARCH LABORATORIES, ONE OF WHICH HAS ALREADY EARNED A SOLID REPUTATION AS A LEADER IN LYME DISEASE RESEARCH. IN 2012, THE RESEARCH DEPARTMENT PUBLISHED 41 JOURNALS AND ARTICLES, 12 BOOK CHAPTERS, AND CONDUCTED 59 PRESENTATIONS. |
| FORM 990, PART III, LINE 4D | OTHER PROGRAM SERVICES: | BEREAVEMENT & ADVANCE CARE PLANNING PROGRAMS: GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. SPONSORS EDUCATIONAL PROGRAMS IN BEREAVEMENT AND ADVANCE CARE PLANNING AND HAS DEVELOPED COURSES AND RESOURCES TO SUPPORT CONTINUED BEREAVEMENT CARE AND EDUCATION. OUR EDUCATION PROGRAMS TRAIN HEALTH CARE PROFESSIONALS ON HOW TO FACILITATE ADVANCE CARE PLANNING (ACP) DISCUSSIONS AND TEACH ORGANIZATIONS ON HOW TO IMPLEMENT EFFECTIVE ACP SYSTEMS. WE CONTINUE TO DEVELOP AND ENHANCE OUR INNOVATIVE APPROACH TO EDUCATION THROUGH ONLINE LEARNING AND BLENDED TRAINING. IN 2012, THE DEPARTMENT PRESENTED 63 DAYS OF NATIONAL EDUCATION AND 20 DAYS OF CONSULTATION. RESPECTING CHOICES IS A DEPARTMENT OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION AND IS AN INTERNATIONALLY RECOGNIZED, EVIDENCE-BASED ADVANCE CARE PLANNING PROGRAM THAT HAS PROVIDED TRAINING, CONSULTATION, AND MATERIALS TO ORGANIZATIONS AND COMMUNITIES AROUND THE WORLD. RESPECTING CHOICES ASSISTS OTHER ORGANIZATIONS IN REPLICATING THE MODELS ESTABLISHED. |
| FORM 990, PART VI, SECTION A, LINE 2 | C. DANIEL GELATT, BRIAN KOOPMAN, HARRY DAHL, JOHN LYCHE & MARY JO WERNER - BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE CORPORATE MEMBER, GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. MAY ELECT THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. SHALL HAVE THE RIGHT TO APPROVE THE ELECTION OF ALL DIRECTORS OF THE CORPORATION, CHANGES MADE BY THE CORPORATION OR TO THE MISSION OF THE CORPORATION TO VETO OR APPROVE ANY DISAFFILIATION WITH GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.; TO VOTE UPON ANY PLAN OF LIQUIDATION OR DISSOLUTION ADOPTED BY THE BOARD OF DIRECTORS OF THE CORPORATION AND TO APPROVE ANY MORTGAGE OR PLEDGE OF THE CORPORATION'S ASSETS, OR ANY LEASE, SALE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION BOARD RECEIVES A COpy OF THE FORM 990 AND IT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. ALSO, IT IS REVIEWED FOR COMPLETENESS BY THE CONTROLLER OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. GOVERNING BOARD SIGNS A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. MEMBERS ARE ASKED TO DISCLOSE CONFLICTS AS APPROPRIATE AND ABSTAIN FROM VOTING WHEN APPLICABLE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. THE COMPENSATION OF THE CEO IS DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THEIR DETERMINATION IS MADE AFTER A REVIEW OF MARKET DATA OBTAINED FROM SEVERAL ORGANIZATIONS AND CEO PERFORMANCE. MEETING MINUTES ARE TAKEN 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 COMPENSATION RECOMMENDATIONS, 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 APPROVED THEM. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE THE BOARD REVIEWS THEM AND APPROVES THE COMPENSATION OF THE KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS FOR FORMS 990 AND CERTAIN OTHER TAX INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION AND COPYING THROUGH THE GUNDERSEN LUTHERAN LEGAL DEPARTMENT. A COPY OF THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. FORM 990 CAN ALSO BE FOUND ELECTRONICALLY ON GUIDESTAR.ORG. | |
| FORM 990, PART XII, LINE 2C | AUDIT PROCESS | 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 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 MEDICAL FOUNDATION, 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 MEDICAL FOUNDATION, INC. UNDERGO AN AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. | |
| FORM 990, PART IV, LINE 24A | TAX EXEMPT BOND ISSUE | GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. IS A PART OF GUNDERSEN LUTHERAN'S OBLIGATED GROUP (GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC., GUNDERSEN CLINIC, LTD., AND GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC.) AND TAX-EXEMPT DEBT RESIDES ON GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, FEIN 39-1606449. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | SUPTNG. ORG. | WI | 501(C)(3) | LINE 3 | GLHS | false |
| GUNDERSEN LUTHERAN ADM SERVICES INC | ||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391606449 | SUPTNG. ORG. | WI | 501(C)(3) | LINE 11B,II | GLHS | false |
| GUNDERSEN LUTHERAN HEALTH PLAN INC | ||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391807071 | HEALTH INS. | WI | 501(C)(4) | GLHS | false | |
| GUNDERSEN LUTHERAN CREDENTIALING SRVS IN | ||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391856898 | CREDENTIALS | WI | 501(C)(3) | LINE 11A, I | 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 | 54603 | 391965415 | MDCL TRNSPORA | WI | 501(C)(3) | LINE 3 | GLHS | false |
| TRI-STATE REGIONAL AMBULANCE INC | ||||||||||
| 235 CAUSEWAY BLVD | LA CROSSE | WI | 54603 | 391962965 | MDCL TRNSPORA | WI | 501(C)(3) | LINE 9 | GLHS | false |
| LUTHERAN REAL ESTATE HOLDING CORPORATION | ||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391480826 | HOUSING | WI | 501(C)(3) | LINE 9 | GLHS | false |
| LUTHERAN HOUSING OF LA CROSSE INC | ||||||||||
| 1900 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391751934 | INDP. LIVING | WI | 501(C)(3) | LINE 9 | LREHC | false |
| COMMUNITY HOUSING OF LA CROSSE INC | ||||||||||
| 1900 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391586700 | INDP. LIVING | WI | 501(C)(3) | LINE 7 | LREHC | false |
| OPTIONS IN REPRODUCTIVE CARE INC | ||||||||||
| 1201 CALEDONIA STREET | LA CROSSE | WI | 54603 | 391166634 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | 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 |
| GUNDERSEN LUTHERAN HEALTH PLAN MINNESOTA | ||||||||||
| 1900 SOUTH AVE | LA CROSSE | WI | 54601 | 452633920 | HEALTH INSUR | MN | 501(C)(4) | SEE STMT | GLHP | false |
| ST JOSEPH'S 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 3 | TRI-COUNTY | false |
| GUNDERSEN LUTHERAN EXPRESS CARE INC | ||||||||||
| 1836 SOUTH AVE | LA CROSSE | WI | 54061 | 900102388 | HEALTH CARE | WI | 501(C)(3) | LINE 11 | GLHS | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEGEN BERGLUND INC | ||||||||||||
| 1709 LOSEY BLVD S | LA CROSSE | WI | 54601 | 390971110 | RETAIL PHARMACY | WI | GLHS | C CORP | 0 | 0 | 0.00000 | false |
| GUNDERSEN LUTHERAN ENVISION LLC | ||||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 264706546 | RENEWABLE ENERGY | WI | GLHS | C CORP | 0 | 0 | 0.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II, PAGE 3, LINE 3 | Identifier |
| Explanation | THE APPLICATION FOR 501(C)(4) IS PENDING. | Explanation |
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