2012-11-14T10:18:04-06:00 2011-12-31 390758449 WIPFLI LLP 2 COPELAND AVENUE SUITE 301 LA CROSSE WI 54603 990 2011-01-01 391028657 GUNDERSEN CLINIC LTD GUND 6087827300 1836 SOUTH AVENUE LA CROSSE WI 54601 GORDON T EDWARDS 6087827300 2012-11-13 1 MARY JO WERNER CPA P00365167 6087847300 2012-11-13 2011 2016-02-24 21:20:13Z JEFFREY THOMPSON 1836 SOUTH AVENUE LA CROSSE WI 54601 528278114 0 X WWW.GUNDLUTH.ORG X 1963 WI TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. 9 0 0 0 795 -51399 345239 255358 500160057 524998801 3206571 2857445 20859 26794 503732726 528138398 1290195 1448878 0 0 278168413 277817880 0 0 0 238792547 256470863 518251155 535737621 -14518429 -7599223 378967775 403938911 345915921 378486280 33051854 25452631 X TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. 0 0 447195435 1448878 524998006 GUNDERSEN CLINIC, LTD. (THE CLINIC) HAS MORE THAN 450 PHYSICIANS REPRESENTING NEARLY EVERY SPECIALTY SERVING A 19 COUNTY REGION IN WESTERN WISCONSIN, NORTHEASTERN IOWA AND SOUTHEASTERN MINNESOTA. THE CLINIC PROVIDES MEDICAL CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. CHARITY CARE AND/OR FINANCIAL ASSISTANCE IS DETERMINED BASED ON FINANCIAL INFORMATION PROVIDED BY THE PATIENT AND ANALYSIS OF OTHER RELEVANT INFORMATION. THERE WERE APPROXIMATELY 1,023,000 PATIENT ENCOUNTERS FOR 2011. THE CLINIC PROVIDED UNCOMPENSATED CARE RELATED TO CHARITY, $2,078,687; MEDICARE, $88,696,480 AND MEDICAID, $26,522,795 FOR THE TOTAL AMOUNT OF $117,297,962 AT COST BASED ON POLICIES AND CONTRACTS ARRANGED TO HELP SUPPORT THE COMMUNITY'S NEEDS.THE $117,297,962 IS THE SUM OF UNREIMBURSED MEDICARE & MEDICAID COST PLUS CHARITY AT COST. ALL OF THESE ARE CALCULATED USING THE SAME METHOD UTILIZED FOR THE HOSPITAL CALCULATION OF CHARITY COST AND UNREIMBURSED MEDICARE AND MEDICAID COSTS. THE COST OF CHARITY IS CALCULATED BY ALLOCATING THE COST TO PROVIDE SERVICES TO A PATIENT BETWEEN ANY PAYMENTS, BAD DEBT, AND CHARITY WRITE-OFFS WHERE TOTAL PAYMENTS ARE LESS THAN THE COST OF SERVICES PROVIDED. THE UNREIMBURSED MEDICARE AND MEDICAID COSTS ARE CALCULATED BY COMPARING THE COST OF SERVICES TO MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE. 447195435 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 9 0 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X DARA BARTELS 6087759487 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 X JULIO BIRD MD 2.00 X X X 0 713438 55475 FRANK ABERGER MD 2.00 X X 0 445732 60475 BRIAN SIECK MD 2.00 X 0 350392 60705 STEPHEN SHAPIRO MD 2.00 X 0 424917 58705 BRIAN MULRENNAN MD 2.00 X 0 264365 57975 JONATHAN ZLABEK MD 2.00 X 0 251553 60475 SCOTT RATHGABER MD 2.00 X 0 516732 55475 WILLIAM AGGER MD 2.00 X 0 238060 53588 MARY KUFFEL MD 2.00 X 0 427762 37235 JEFFREY THOMPSON MD 0.00 X 0 684572 55475 SIGURD GUNDERSEN III MD 0.00 X 0 437822 55475 MICHAEL J DOLAN MD 0.00 X 0 453773 58705 MARILU BINTZ MD 0.00 X 0 490633 44423 MARY JO KLOS 0.00 X 0 199972 51026 DEBRA RISLOW 0.00 X 0 278882 51691 KATHLEEN KLOCK 0.00 X 0 371982 40465 GERALD ARNDT 0.00 X 0 361311 39781 JANICE DEHAAN 0.00 X 0 258903 61521 MARY LU GERKE 0.00 X 0 192898 38752 ROBERT TRINE 0.00 X 0 358304 52186 GORDON EDWARDS 0.00 X 0 294128 50542 DANIEL LANGE MD 0.00 X 0 792042 57475 JEFFREY LAWRENCE MD 0.00 X 0 1070702 55475 EDWARD RILEY MD 0.00 X 0 854982 62705 KURT MUELLER MD 0.00 X 0 810562 55475 RONALD SCHNEIDER DDS 0.00 X 0 861942 56020 DARYL APPLEBURY 40.00 X 0 222972 54672 0 12629333 1441972 0 1 1 0 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVIC 1910 SOUTH AVENUE LA CROSSE WI 54601 PURCHASED SERVICES 433159643 GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 PURCHASED SERVICES 112071043 2 153072 102286 255358 MEDICAL SERV. PROVIDED 624100 524998801 524998006 795 524998801 2808201 2808201 63570 36776 26794 26794 26794 152184 102940 49244 49244 49244 528138398 524998006 795 2884239 1448878 1448878 4796532 4796532 210552936 209396016 1156920 23998895 23847646 151249 27381604 26306859 1074745 11087913 10992356 95557 13309 3825 9484 6000 6000 53673575 53619207 54368 371798 331565 40233 50645371 49755130 890241 1190339 1185991 4348 8051340 3705857 4345483 1671337 1646071 25266 847174 847223 -49 3306 3306 104907011 34181576 70725435 13757719 8556293 5201426 5764925 1253837 4511088 BAD DEBT/COLLECTIONS 13312683 13312683 RECRUITING 896911 896169 742 DUES/MEMBERSHIPS/LICENS 860326 858835 1491 MISCELLANEOUS 497739 246886 250853 535737621 447195435 88542186 0 6100008 7739471 57492493 69956508 51091 1991115 2080420 770671 695618 310839390 147115992 167853806 163723398 10057636 10678827 60000 60000 134590955 149004669 378967775 403938911 22832657 22381246 323083264 356105034 345915921 378486280 X 33051854 25452631 33051854 25452631 378967775 403938911 -7599223 0 X X 0 1 1 X 1 1 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE CLINIC HAS OBTAINED TAX-EXEMPT STATUS AS AN ORGANIZATION WHOSE MAIN PURPOSE IS TO PROVIDE MEDICAL CARE. HOWEVER, THE CLINIC IS NOT REQUIRED TO BE LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY THE STATE OF WISCONSIN AS A HOSPITAL AND IS NOT REQUIRED TO FILE SCHEDULE H. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16803 216456 16803 216456 447178632 1336911480 447195435 1337127936 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 222185 201660 258826 216456 899127 250000 250000 250000 250000 1000000 1500000 PART IV, SUPPLEMENTAL INFORMATION: PART II-A LINE 1A-D: GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC., 1910 S. AVE, LA CROSSE, WI 54601, 39-1606449, LOBBYING EXPENSE - $199,653 OTHER EXEMPT PURPOSE EXPENSE - $583,725,083, GUNDERSEN CLINIC, LTD. 1836 S. AVE, LA CROSSE, WI 54601, 39-1028657 - LOBBYING EXPENSE - $216,456, OTHER EXEMPT PURPOSE EXPENSE - $447,178,632, GUNDERSEN LUTHERAN MEDICAL CENTER, INC., 1910 S. AVE, LA CROSSE, WI 54601 - 39-0813416 - LOBBYING EXPENSE - $0, OTHER EXEMPT PURPOSE EXPENSE - $306,007,765. GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. 1836 SOUTH AVE., LA CROSSE, WI 54601, 39-1866425- LOBBYING EXPENSE- $0, OTHER EXEMPT PURPOSE EXPENSE - $0. 8772834 8772834 189694481 59748541 129945940 2596880 1643083 953797 109775195 85724368 24050827 163723398 ACCRUED INTEREST RECEIVABLE 22207 OTHER RECEIVABLES 2484527 OTHER RECEIVABLE NON-PATIENT 114714 OTHER RECEIVABLE AFFILIATES 646948 ACCOUNTS RECEIVABLE TIF - CITY OF LA CROSSE 1093921 RECEIVABLE FROM GUNDERSEN MEDICAL FOUNDATION 50524 INTERCOMPANY RECEIVABLE - GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES 37098102 INTERCOMPANY RECEIVABLE - GUNDERSEN LUTHERAN MEDICAL CENTER 107493726 149004669 INTERCOMPANY PAYABLE - GUNDERSEN MEDICAL FOUNDATION 9317 INTERCOMPANY PAYABLE - GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES 295012957 INTERCOMPANY PAYABLE - GUNDERSEN LUTHERAN MEDICAL CENTER 48663339 RESERVE MALPRACTICE CLAIMS 9218319 LONG-TERM MALPRACTICE CLAIM RESERVE 1716570 ASSET RETIREMENT OBLIGATION-FIN47 1484532 356105034 528138398 535737621 -7599223 -7599223 514014419 223390 223390 513791029 14347369 14347369 528138398 524415842 36776 36776 524379066 11358555 11358555 535737621 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011 AND 2010. THE OBLIGATED GROUP'S INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED DECEMBER 31, 2007, AND PRIOR. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL REVENUE 63,570. GRANT REVENUE 102,286. GAIN ON ASSET DISPOSAL 49,244. CONTRIBUTIONS 8,290. PART XII, LINE 4B - OTHER ADJUSTMENTS: GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. GRANTS 153,072. INTEREST INCOME 2,808,201. GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. INVESTMENT ALLOCATION 11,207,772. GAIN ON ASSET DISPOSAL 49,244. OTHER GRANTS AND CONTRIBUTIONS 102,286. NET RENTAL INCOME 26,794. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 36,776. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 6,000. GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. GRANTS 144,783. GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. INVESTMENT ALLOCATION 11,207,772. 1 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 501(C)(3) 1448877 SUPPORT OF THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ASSISTANCE WAS TO A RELATED ORGANIZATION. THE FUNDS ARE MONITORED BY MANAGEMENT AND THE BOARD OF GOVERNORS. X X X 0 0 0 0 0 0 0 0 0 JULIO BIRD MD 0 653517 0 0 0 59921 0 35741 0 19734 0 768913 0 0 FRANK ABERGER MD 0 441972 0 0 0 3760 0 35741 0 24734 0 506207 0 0 BRIAN SIECK MD 0 349972 0 0 0 420 0 35741 0 24964 0 411097 0 0 STEPHEN SHAPIRO MD 0 424547 0 0 0 370 0 35741 0 22964 0 483622 0 0 BRIAN MULRENNAN MD 0 245472 0 0 0 18893 0 35741 0 22234 0 322340 0 0 JONATHAN ZLABEK MD 0 243972 0 0 0 7581 0 35741 0 24734 0 312028 0 0 SCOTT RATHGABER MD 0 512972 0 0 0 3760 0 35741 0 19734 0 572207 0 0 WILLIAM AGGER MD 0 236800 0 0 0 1260 0 35043 0 18545 0 291648 0 0 MARY KUFFEL MD 0 424412 0 0 0 3350 0 35741 0 1494 0 464997 0 0 JEFFREY THOMPSON MD 0 680972 0 0 0 3600 0 35741 0 19734 0 740047 0 0 SIGURD GUNDERSEN III MD 0 415472 0 0 0 22350 0 35741 0 19734 0 493297 0 0 MICHAEL J DOLAN MD 0 413472 0 0 0 40301 0 35741 0 22964 0 512478 0 0 MARILU BINTZ MD 0 487033 0 0 0 3600 0 35741 0 8682 0 535056 0 0 MARY JO KLOS 0 194972 0 5000 0 0 0 29420 0 21606 0 250998 0 0 DEBRA RISLOW 0 278512 0 0 0 370 0 35741 0 15950 0 330573 0 0 KATHLEEN KLOCK 0 371912 0 0 0 70 0 35741 0 4724 0 412447 0 0 GERALD ARNDT 0 361191 0 0 0 120 0 35741 0 4040 0 401092 0 0 JANICE DEHAAN 0 257261 0 0 0 1642 0 35741 0 25780 0 320424 0 0 MARY LU GERKE 0 192898 0 0 0 0 0 28194 0 10558 0 231650 0 0 ROBERT TRINE 0 323476 0 20000 0 14828 0 35741 0 16445 0 410490 0 0 GORDON EDWARDS 0 273864 0 0 0 20264 0 35741 0 14801 0 344670 0 0 DANIEL LANGE MD 0 787972 0 0 0 4070 0 35741 0 21734 0 849517 0 0 JEFFREY LAWRENCE MD 0 1067472 0 0 0 3230 0 35741 0 19734 0 1126177 0 0 EDWARD RILEY MD 0 854972 0 0 0 10 0 35741 0 26964 0 917687 0 0 KURT MUELLER MD 0 806972 0 0 0 3590 0 35741 0 19734 0 866037 0 0 RONALD SCHNEIDER DDS 0 821197 0 0 0 40745 0 35741 0 20279 0 917962 0 0 DARYL APPLEBURY 0 222972 0 0 0 0 0 32801 0 21871 0 277644 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 1A, 2, AND 3. ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. AND ALL PAYMENTS TO VENDORS ARE MADE BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. TAX EXEMPT BONDS FORM 990, PART IV, LINE 24A GUNDERSEN CLINIC, LTD. IS PART OF THE 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 THE BALANCE SHEET OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FEIN 39-1606449. FORM 990, PART VI, SECTION A, LINE 4 AMENDED AND RESTATED BYLAWS EFFECTIVE AS OF NOVEMBER 2011. CHANGED SOME TYPOGRAPHICAL AND SECTION REFERENCE, REMOVED PROXY VOTING BY DIRECTORS, ADDITION OF THE "EXECUTIVE VICE PRESIDENT" ROLE. 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 SYSTEMS, INC. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION'S SOLE SHAREHOLDER IS GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. THE BYLAWS MAY BE AMENDED BY THE BOARD WITH APPROVAL OF THE PARENT CORPORATION, OR BY THE VOTE OF THE SOLE SHAREHOLDER. ALSO, THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE DIRECTION OF THE CORPORATION'S BOARD OF GOVERNORS, SUBJECT TO CERTAIN APPROVAL POWERS OF THE BOARD OF GOVERNORS AND BOARD OF TRUSTEES OF THE PARENT CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE GUNDERSEN LUTHERAN HEALTH SYSTEM FINANCE COMMITTEE RECEIVES A COPY OF THE 990 BEFORE FILING AND UPON FURTHER REVIEW FROM THE ACCOUNTING MANAGER, CONTROLLER AND CFO THE 990 IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C GUNDERSEN CLINIC, LTD. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. 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 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 VII, SECTION A ALL PERSONNEL SERVICES FOR GUNDERSEN CLINIC, LTD. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FORM 990, PART VII, SECTION B ALL PAYMENTS TO VENDORS ARE MADE BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. FORM 990, PART VII, SECTION A HOURS WORKED BY OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES BY ENTITY: JEFFREY THOMPSON - WORKS 40 HOURS FOR RELATED ORGANIZATIONS JULIO BIRD - WORKS 40 HOURS FOR RELATED ORGANIZATIONS MARILU BINTZ - WORKS 40 HOURS FOR RELATED ORGANIZATIONS MICHAEL DOLAN - WORKS 40 HOURS FOR RELATED ORGANIZATIONS SIGURD GUNDERSEN III - WORKS 40 HOURS FOR RELATED ORGANIZATIONS MARY LU GERKE - WORKS 40 HOURS FOR RELATED ORGANIZATIONS JOHN ZLABEK - WORKS 40 HOURS FOR RELATED ORGANIZATIONS MARY JO KLOS - WORKS 40 HOURS FOR RELATED ORGANIZATIONS DEBRA RISLOW - WORKS 40 HOURS FOR RELATED ORGANIZATIONS KATHLEEN KLOCK - WORKS 40 HOURS FOR RELATED ORGANIZATIONS GERALD ARNDT - WORKS 40 HOURS FOR RELATED ORGANIZATIONS JANICE DEHAAN - WORKS 40 HOURS FOR RELATED ORGANIZATIONS ROBERT TRINE - WORKS 40 HOURS FOR RELATED ORGANIZATIONS GORDON EDWARDS - WORKS 40 HOURS FOR RELATED ORGANIZATIONS FRANK ABERGER - WORKS 40 HOURS FOR RELATED ORGANIZATIONS BRIAN SIECK - WORKS 40 HOURS FOR RELATED ORGANIZATIONS STEPHEN SHAPIRO - WORKS 40 HOURS FOR RELATED ORGANIZATIONS BRIAN MULRENNAN - WORKS 40 HOURS FOR RELATED ORGANIZATIONS SCOTT RATHGABER - WORKS 40 HOURS FOR RELATED ORGANIZATIONS WILLIAM AGGER - WORKS 40 HOURS FOR RELATED ORGANIZATIONS DANIEL LANGE - WORKS 40 HOURS FOR RELATED ORGANIZATIONS JEFFREY LAWRENCE - WORKS 40 HOURS FOR RELATED ORGANIZATIONS EDWARD RILEY - WORKS 40 HOURS FOR RELATED ORGANIZATIONS KURT MUELLER - WORKS 40 HOURS FOR RELATED ORGANIZATIONS RONALD SCHNEIDER - WORKS 40 HOURS FOR RELATED ORGANIZATIONS MARY KUFFEL - WORKS 40 HOURS FOR RELATED ORGANIZATIONS FORM 990, PART XI, 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 VIII, LINE 2A THE PROVISION OF MEDICAL SERVICES IN A MANNER BENEFICIAL TO THE COMMUNITY FURTHERS GUNDERSEN CLINIC, LTD.'S CHARITABLE PURPOSE OF PROMOTION OF HEALTH. GUNDERSEN LUTHERAN HEALTH SYSTEM INC - 39-1866425 1836 SOUTH AVENUE LA CROSSE WI 54601 SUPPORTING ORG WI 501(C)(3) LINE 11B, II N/A 0 GUNDERSEN LUTHERAN MEDICAL CENTER INC-39-0813416 1910 SOUTH AVENUE LA CROSSE WI 54601 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC -39-1249705 1836 SOUTH AVENUE LA CROSSE WI 54601 FOUNDATION WI 501(C)(3) LINE 7 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC -39-1606449 1910 SOUTH AVENUE LA CROSSE WI 54601 SUPPORTING ORG WI 501(C)(3) LINE 11B, II GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 GUNDERSEN LUTHERAN HEALTH PLAN INC -39-1807071 1836 SOUTH AVENUE LA CROSSE WI 54601 HEALTH INSURANCE WI 501(C)(4) GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 GUNDERSEN LUTHERAN CREDENTIALING SERVICES INC -39-1856898 1910 SOUTH AVENUE LA CROSSE WI 54601 CREDENTIALING SERVICES WI 501(C)(3) LINE 11A, I GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 TRI-COUNTY MEMORIAL HOSPITAL INC -39-0704510 18601 LINCOLN STREET WHITEHALL WI 54773 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 HARMONY COMMUNITY HEALTHCARE INC -41-0711606 815 MAIN AVENUE S HARMONY MN 55939 HEALTH CARE MN 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 TWEETEN LUTHERAN HEALTHCARE CENTER INC -41-1565003 125 FIFTH AVENUE SE SPRING GROVE MN 55974 HEALTH CARE MN 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 TRI-STATE AMBULANCE INC - 39-1965415 235 CAUSEWAY BLVD LA CROSSE WI 54603 MEDICAL TRANSPORTATION WI 501(C)(3) LINE 9 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 TRI-STATE REGIONAL AMBULANCE INC - 39-1962965 235 CAUSEWAY BLVD LA CROSSE WI 54603 MEDICAL TRANSPORTATION WI 501(C)(3) LINE 9 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 LUTHERAN REAL ESTATE HOLDING CORPORATION -39-1480826 1910 SOUTH AVENUE LA CROSSE WI 54601 HOUSING WI 501(C)(3) LINE 9 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 LUTHERAN HOUSING OF LA CROSSE INC -39-1751934 1900 SOUTH AVENUE LA CROSSE WI 54601 INDEPENDENT LIVING WI 501(C)(3) LINE 9 LUTHERAN REAL ESTATE HOLDING CORPORATION 0 COMMUNITY HOUSING OF LA CROSSE INC -39-1586700 1900 SOUTH AVENUE LA CROSSE WI 54601 INDEPENDENT LIVING WI 501(C)(3) LINE 7 LUTHERAN REAL ESTATE HOLDING CORPORATION 0 OPTIONS IN REPRODUCTIVE CARE INC -39-1166634 1201 CALEDONIA STREET LA CROSSE WI 54603 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 ST JOSEPH'S HEALTH SERVICES INC 39-0929538 400 WATER AVENUE HILLSBORO WI 54634 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 0 DEGEN BERGLUND INC 1709 LOSEY BLVD S LA CROSSE WI 54601 390971110 RETAIL PHARMACY WI N/A C GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 RENEWABLE ENERGY WI N/A C 0 1 1 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 GUNDERSEN LUTHERAN HEALTH PLAN INC Q 76252612 FAIR VALUE D