GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC (EIN 39-1606449)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201243199349302424
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T10:19:05-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 COPELAND AVENUE SUITE 301 | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391606449 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GUND | NameControl |
| Phone | 6087827300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 SOUTH AVE | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GORDON T EDWARDS | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 6087827300 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY JO WERNER CPA | Name |
| PTIN | P00365167 | PTIN |
| Phone | 6087847300 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY THOMPSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 SOUTH AVE | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 594133168 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GUNDLUTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT GUNDERSEN LUTHERAN'S HEALTH CARE AND OTHER ORGANIZATIONS MISSIONS THROUGHOUT OUR SERVICE AREA MANAGING THE LARGER PORTION OF BUSINESS SERVICES, EDUCATION, AND INVESTING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7268 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -585129 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 753122 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1103430 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 646555684 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 590212520 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7008 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1776471 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -38285 | OtherRevenuePriorYear |
| Other Revenue Current Year | -51978 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 647277529 | TotalRevenuePriorYear |
| Total Revenue Current Year | 593040443 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 692280 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 516107671 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 518676407 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 63606571 | OtherExpensePriorYear |
| Other Expenses Current Year | 76079968 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 580406522 | TotalExpensesPriorYear |
| Total Expenses Current Year | 594756375 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 66871007 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1715932 | RevenuesLessExpensesCY |
| Total Assets BOY | 841776108 | TotalAssetsBOY |
| Total Assets EOY | 996513087 | TotalAssetsEOY |
| Total Liabilities BOY | 834726487 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 992116884 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7049621 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4396203 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUPPORT GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SECTION 509(A)(3) OF THE IRC; BORROWING AND LENDING OF FUNDS AND PROPERTY, ENGAGING IN FINANCIAL TRANSACTIONS WITH AND/OR ON BEHALF OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., ALONG WITH GENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD. AND GUNDERSEN LUTHERAN MEDICAL CENTER, INC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 583924736 | Expense |
| Revenue | 590212520 | Revenue |
| Description | GENERAL SERVICES PROVIDED TO GUNDERSEN CLINIC, LTD., GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC.AND OTHER AFFILIATES: ADMINISTRATIVE, INFORMATION SYSTEMS, BILLING AND CODING, LAUNDRY, MEDICAL RECORDS, HUMAN RESOURCES, FINANCE, FACILITY OPERATIONS, CENTRAL SERVICES AND OTHER MISCELLANEOUS SERVICES. | Description |
| Total Program Service Expense | 583924736 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 295 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7268 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARA BARTELS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY THOMPSON MD | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | X | 684572 | 0 | 55475 | |||
| GREG PRAIRIE | |||||||||
| BOARD OF TRUSTEES - VICE P | 2.00 | X | X | 0 | 0 | 0 | |||
| DONALD FRANK | |||||||||
| BOARD OF TRUSTEES - SECRET | 2.00 | X | X | 0 | 0 | 0 | |||
| STEVEN BURGESS | |||||||||
| BOARD OF TRUSTEES - TREASU | 2.00 | X | X | 0 | 0 | 0 | |||
| WILLIAM AGGER MD | |||||||||
| BOARD OF TRUSTEES /BOARD O | 40.00 | X | 238060 | 0 | 53588 | ||||
| BRIAN RUDE | |||||||||
| BOARD OF TRUSTEES - MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| MARK PLATT | |||||||||
| BOARD OF TRUSTEES - MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| BRIAN MULRENNAN MD | |||||||||
| BOARD OF TRUSTEES/BOARD OF | 40.00 | X | 264365 | 0 | 57975 | ||||
| JONATHAN ZLABEK MD | |||||||||
| BOARD OF TRUSTEES/BOARD OF | 40.00 | X | 251553 | 0 | 60475 | ||||
| JULIO BIRD MD | |||||||||
| CHIEF MEDICAL OFFICER/BOAR | 40.00 | X | X | 713438 | 0 | 55475 | |||
| SCOTT RATHGABER MD | |||||||||
| BOARD OF TRUSTEES/BOARD OF GOVERNORS | 40.00 | X | 516732 | 0 | 55475 | ||||
| WENDY LOMMEN | |||||||||
| BOARD OF TRUSTEES - MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| FRANK ABERGER MD | |||||||||
| BOARD OF GOVERNORS- SECRETARY | 40.00 | X | X | 445732 | 0 | 60475 | |||
| MARY KUFFEL MD | |||||||||
| BOARD OF GOVERNORS- MEMBER | 40.00 | X | 427762 | 0 | 37235 | ||||
| STEPHEN SHAPIRO MD | |||||||||
| BOARD OF GOVERNORS- MEMBER | 40.00 | X | 424917 | 0 | 58705 | ||||
| BRIAN SIECK MD | |||||||||
| BOARD OF GOVERNORS- MEMBER | 40.00 | X | 350392 | 0 | 60705 | ||||
| SIGURD GUNDERSEN III MD | |||||||||
| MEDICAL VICE PRESIDENT | 40.00 | 437822 | 0 | 55475 | X | ||||
| MICHAEL J DOLAN MD | |||||||||
| MEDICAL VICE PRESIDENT | 40.00 | 453773 | 0 | 58705 | X | ||||
| MARILU BINTZ MD | |||||||||
| MEDICAL VICE PRESIDENT | 40.00 | 490633 | 0 | 44423 | X | ||||
| MARY JO KLOS | |||||||||
| VICE PRESIDENT | 40.00 | 199972 | 0 | 51026 | X | ||||
| JANICE DEHAAN | |||||||||
| VICE PRESIDENT | 40.00 | 258903 | 0 | 61521 | X | ||||
| DEBRA RISLOW | |||||||||
| VICE PRESIDENT | 40.00 | 278882 | 0 | 51691 | X | ||||
| KATHLEEN KLOCK | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 371982 | 0 | 40465 | X | ||||
| GERALD ARNDT | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 361311 | 0 | 39781 | X | ||||
| MARY LOU GERKE | |||||||||
| VICE PRESIDENT | 40.00 | 192898 | 0 | 38752 | X | ||||
| ROBERT TRINE | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 358304 | 0 | 52186 | X | ||||
| GORDON EDWARDS | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 294128 | 0 | 50542 | X | ||||
| PATRICK CONWAY MD | |||||||||
| MEDICAL DOCTOR | 40.00 | 597972 | 0 | 58705 | X | ||||
| MICHAEL REDMAN MD | |||||||||
| MEDICAL DOCTOR | 40.00 | 331507 | 0 | 55475 | X | ||||
| DAN LILLY | |||||||||
| GENERAL COUNSEL | 40.00 | 270632 | 0 | 63109 | X | ||||
| TODD KOWALSKI MD | |||||||||
| MEDICAL DOCTOR | 40.00 | 237465 | 0 | 55825 | X | ||||
| KELLEY BAHR MD | |||||||||
| MEDICAL DOCTOR | 40.00 | 233242 | 0 | 39472 | X | ||||
| DARYL APPLEBURY | |||||||||
| CHIEF OF CORPORATE VENTURES,PARTNERSHIPS | 40.00 | 222972 | 0 | 54672 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9909921 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1427408 | TotalOtherCompensation |
| Number Individuals GT100 K | 629 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUNDERSEN CLINIC LTD | |||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | PURCHASED SERVICES/SUPPLIES | 545306664 |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | |||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | PURCHASED SERVICES/SUPPLIES | 485004044 |
| KRAUS ANDERSON CONSTRUCTION | |||||
| PO BOX 158 | CIRCLE PINES | MN | 55014 | BUILDING CONTRACTOR | 33377160 |
| EPIC SYSTEM CORPORATION | |||||
| PO BOX 88314 | MILWAUKEE | WI | 532880314 | MEDICAL RECORD SOFTWARE CONSULTANTS/SUPP | 6822095 |
| MICROSOFT LICENSING GROUP | |||||
| 1950 N STEMMONS FWY STE 5010 | DALLAS | TX | 75201 | SOFTWARE | 5075366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 142 | NumberOfContractorsGT100K |
| Related Organizations | 68789 | RelatedOrganizations |
| Government Grants | 1034641 | GovernmentGrants |
| Total Contributions | 1103430 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICES PROVIDED TO G | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 590212520 | TotalRevenueColumn |
| Related Or Exempt Function Income | 590212520 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 590212520 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2343763 | TotalRevenueColumn |
| Exclusion | $2,343,763 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 461482 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 513460 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -51978 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -51978 | TotalRevenueColumn |
| Exclusion | -$51,978 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11973 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 579265 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -567292 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -567292 | TotalRevenueColumn |
| Exclusion | -$567,292 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 593040443 | TotalRevenueColumn |
| Related Or Exempt Function Income | 590212520 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,724,493 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4263603 | Total |
| Program Services | 1192668 | ProgramServices |
| Management And General | 3070935 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380611608 | Total |
| Program Services | 377842263 | ProgramServices |
| Management And General | 2769345 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46241970 | Total |
| Program Services | 45874702 | ProgramServices |
| Management And General | 367268 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64858280 | Total |
| Program Services | 62068141 | ProgramServices |
| Management And General | 2790139 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22700946 | Total |
| Program Services | 22948079 | ProgramServices |
| Management And General | -247133 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368832 | Total |
| Program Services | 204985 | ProgramServices |
| Management And General | 1163847 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426582 | Total |
| Program Services | 426582 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645006 | Total |
| Program Services | 645006 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9177896 | Total |
| Program Services | 9026660 | ProgramServices |
| Management And General | 151236 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1225838 | Total |
| Program Services | 1225838 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10333667 | Total |
| Program Services | 10278292 | ProgramServices |
| Management And General | 55375 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10439244 | Total |
| Program Services | 10436253 | ProgramServices |
| Management And General | 2991 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9848316 | Total |
| Program Services | 9837163 | ProgramServices |
| Management And General | 11153 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517554 | Total |
| Program Services | 457852 | ProgramServices |
| Management And General | 59702 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1778955 | Total |
| Program Services | 1763814 | ProgramServices |
| Management And General | 15141 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9310404 | Total |
| Program Services | 9310404 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16302633 | Total |
| Program Services | 16282105 | ProgramServices |
| Management And General | 20528 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304528 | Total |
| Program Services | 304528 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBTS/COLLECTIONS | 2352694 | 2352694 | |
| MISCELLANEOUS | 1165003 | 855975 | 309028 |
| DUES, MEMBERSHIPS, LICE | 555920 | 271004 | 284916 |
| RECRUITING | 326896 | 319728 | 7168 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594756375 | Total |
| Program Services | 583924736 | ProgramServices |
| Management And General | 10831639 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20742 | BOY |
| EOY | 20867 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20925349 | BOY |
| EOY | 58666734 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 34009 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12524271 | BOY |
| EOY | 21886823 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4651173 | BOY |
| EOY | 5105095 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3327522 | BOY |
| EOY | 5806756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 189538005 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 108384788 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78309583 | BOY |
| EOY | 81153217 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325937109 | BOY |
| EOY | 460666927 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90089788 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305990571 | BOY |
| EOY | 363172659 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841776108 | BOY |
| EOY | 996513087 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94855908 | BOY |
| EOY | 114446581 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245435959 | BOY |
| EOY | 342545000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494434620 | BOY |
| EOY | 535125303 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834726487 | BOY |
| EOY | 992116884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7049621 | BOY |
| EOY | 4396203 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7049621 | BOY |
| EOY | 4396203 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841776108 | BOY |
| EOY | 996513087 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1715932 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -937486 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| GUNDERSEN CLINIC LTD | |||||
| 391028657 | 3 | 1 | 1 | 1 | $0 |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | |||||
| 390813416 | 3 | 1 | 1 | 1 | $0 |
| GUNDERSEN LUTHERAN HEALTH PLAN INC | |||||
| 391866425 | 7 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 199653 | FilingOrganizationsTotals |
| Affiliated Group Totals | 216456 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 199653 | FilingOrganizationsTotals |
| Affiliated Group Totals | 216456 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 583725083 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1336911480 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 583924736 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1337127936 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 222185 | CurrentYearMinus3 |
| Current Year Minus2 | 201660 | CurrentYearMinus2 |
| Current Year Minus1 | 258826 | CurrentYearMinus1 |
| Current Year | 216456 | CurrentYear |
| Total | 899127 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | 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. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1242123 | OtherCostOrOtherBasis |
| Book Value | 1242123 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22267094 | OtherCostOrOtherBasis |
| Depreciation | 4210904 | Depreciation |
| Book Value | 18056190 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1514726 | OtherCostOrOtherBasis |
| Depreciation | 284830 | Depreciation |
| Book Value | 1229896 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 164514062 | OtherCostOrOtherBasis |
| Depreciation | 103889054 | Depreciation |
| Book Value | 60625008 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 81153217 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| GUNDERSEN CLINIC, LTD. AND GUNDERSEN LUTHERAN MEDICAL CENTER, INC. | 337491537 |
| UNAMORTIZED BOND ISSUE COSTS | 2747061 |
| ACCRUED INTEREST RECEIVABLE | 1939800 |
| OTHER RECEIVABLES | 14158891 |
| GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. | 1711362 |
| GUNDERSEN LUTHERAN HEALTH PLAN, INC. | 4924008 |
| UPPER MIDWEST CONSOLIDATED SERVICES CENTER | 200000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 363172659 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GUNDERSEN LUTHERAN MEDICAL CENTER, INC. & GUNDERSEN CLINIC, LTD. | $493,932,558 |
| LOSS ON SWAP CONTRACTS | $40,156,654 |
| DEFERRED COMPENSATION | $874,928 |
| GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. | $158,534 |
| GUNDERSEN LUTHERAN HEALTH PLAN, INC. | $2,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 535125303 | TotalOfAmounts |
| Total Revenue | 593040443 | TotalRevenue |
| Total Expenses | 594756375 | TotalExpenses |
| Excess Or Deficit For Year | -1715932 | ExcessOrDeficitForYear |
| Other | -$937,486 | OtherAmount |
| Total Adjustments | -937486 | TotalAdjustments |
| Excess Or Deficit Per FS | -2653418 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12228346 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 12228346 | RevenueSubtotal |
| Other Revenues Not Included | 580812097 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 580812097 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 593040443 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13944280 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 513460 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 513460 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13430820 | ExpensesSubtotal |
| Other Expenses Not Included | 581325555 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 581325555 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 594756375 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2006, AND PRIOR. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | MARKET ADJUSTMENT FOR SWAP CONTRACT -77,486. NET ASSETS RELEASED FROM RESTRICTIONS 70,000. TRANSFERS TO AFFILIATES -930,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -937,486. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. INVESTMENT ALLOCATION 412,815,006. RENTAL EXPENSES -513,460. INTERCOMPANY TRANSACTIONS WITH RELATED PARTIES 168,510,551. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 513,460. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. INVESTMENT ALLOCATION 412,815,006. INTERCOMPANY TRANACTIONS WITH RELATED PARTIES 168,510,549. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | MEDICAL TEAM TRAVEL EXPENSES, PURCHASED MEDICATION AND SUPPLIES, DONATED ULTRASOUND AND EKG MACHINES | TO CONDUCT COMMUNITY HEALTH ASSESSMENTS AND SUPPORT NICRAGUAN HEALTHCARE PROVIDERS AND PROVIDE ULTRASOUND TRAINING | 29628 |
| SUB-SAHARAN AFRICA | 0 | 0 | TRAVEL EXPENSES, PURCHASED MEDICATION AND SUPPLIES, DONATED ULTRASOUND AND ANESTHESIA MACHINES | SURGICAL TWO WEEK TRIP TO NYAKATO HEALTH CENTER IN TANZANIA | 20646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 50274 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 50274 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (5 entries)
| RegionRegion | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 20000 | CHECK | |||
| CENTRAL AMERICA AND THE CARIBBEAN | 9000 | CHECK | |||
| CENTRAL AMERICA AND THE CARIBBEAN | 1950 | PURCHASED DESKS AND SCHOOL SUPPLIES | FMV | ||
| CENTRAL AMERICA AND THE CARIBBEAN | 4102 | TRAINED PHYSICIANS, PURCHASED SUPPLIES, MEDICATIONS AND MEDICAL TEXTBOOKS | FMV | ||
| SUB-SAHARAN AFRICA | 6433 | PURCHASED ANESTHESIA MEDICATIONS, SURGICAL SUPPLIES AND MEDICAL TEXTBOOKS FOR NYAKATO HEALTH CENTER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
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 | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (27 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | 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 | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY THOMPSON MD | |||||||||||||
| 680972 | 0 | 0 | 0 | 3600 | 0 | 35741 | 0 | 19734 | 0 | 740047 | 0 | 0 | 0 |
| WILLIAM AGGER MD | |||||||||||||
| 236800 | 0 | 0 | 0 | 1260 | 0 | 35043 | 0 | 18545 | 0 | 291648 | 0 | 0 | 0 |
| BRIAN MULRENNAN MD | |||||||||||||
| 245472 | 0 | 0 | 0 | 18893 | 0 | 35741 | 0 | 22234 | 0 | 322340 | 0 | 0 | 0 |
| JONATHAN ZLABEK MD | |||||||||||||
| 243972 | 0 | 0 | 0 | 7581 | 0 | 35741 | 0 | 24734 | 0 | 312028 | 0 | 0 | 0 |
| JULIO BIRD MD | |||||||||||||
| 653517 | 0 | 0 | 0 | 59921 | 0 | 35741 | 0 | 19734 | 0 | 768913 | 0 | 0 | 0 |
| SCOTT RATHGABER MD | |||||||||||||
| 512972 | 0 | 0 | 0 | 3760 | 0 | 35741 | 0 | 19734 | 0 | 572207 | 0 | 0 | 0 |
| FRANK ABERGER MD | |||||||||||||
| 441972 | 0 | 0 | 0 | 3760 | 0 | 35741 | 0 | 24734 | 0 | 506207 | 0 | 0 | 0 |
| MARY KUFFEL MD | |||||||||||||
| 424412 | 0 | 0 | 0 | 3350 | 0 | 35741 | 0 | 1494 | 0 | 464997 | 0 | 0 | 0 |
| STEPHEN SHAPIRO MD | |||||||||||||
| 424547 | 0 | 0 | 0 | 370 | 0 | 35741 | 0 | 22964 | 0 | 483622 | 0 | 0 | 0 |
| BRIAN SIECK MD | |||||||||||||
| 349972 | 0 | 0 | 0 | 420 | 0 | 35741 | 0 | 24964 | 0 | 411097 | 0 | 0 | 0 |
| SIGURD GUNDERSEN III MD | |||||||||||||
| 415472 | 0 | 0 | 0 | 22350 | 0 | 35741 | 0 | 19734 | 0 | 493297 | 0 | 0 | 0 |
| MICHAEL J DOLAN MD | |||||||||||||
| 413472 | 0 | 0 | 0 | 40301 | 0 | 35741 | 0 | 22964 | 0 | 512478 | 0 | 0 | 0 |
| MARILU BINTZ MD | |||||||||||||
| 487033 | 0 | 0 | 0 | 3600 | 0 | 35741 | 0 | 8682 | 0 | 535056 | 0 | 0 | 0 |
| MARY JO KLOS | |||||||||||||
| 194972 | 0 | 5000 | 0 | 0 | 0 | 29420 | 0 | 21606 | 0 | 250998 | 0 | 0 | 0 |
| JANICE DEHAAN | |||||||||||||
| 257261 | 0 | 0 | 0 | 1642 | 0 | 35741 | 0 | 25780 | 0 | 320424 | 0 | 0 | 0 |
| DEBRA RISLOW | |||||||||||||
| 278512 | 0 | 0 | 0 | 370 | 0 | 35741 | 0 | 15950 | 0 | 330573 | 0 | 0 | 0 |
| KATHLEEN KLOCK | |||||||||||||
| 371912 | 0 | 0 | 0 | 70 | 0 | 35741 | 0 | 4724 | 0 | 412447 | 0 | 0 | 0 |
| GERALD ARNDT | |||||||||||||
| 361191 | 0 | 0 | 0 | 120 | 0 | 35741 | 0 | 4040 | 0 | 401092 | 0 | 0 | 0 |
| MARY LOU GERKE | |||||||||||||
| 192898 | 0 | 0 | 0 | 0 | 0 | 28194 | 0 | 10558 | 0 | 231650 | 0 | 0 | 0 |
| ROBERT TRINE | |||||||||||||
| 323476 | 0 | 20000 | 0 | 14828 | 0 | 35741 | 0 | 16445 | 0 | 410490 | 0 | 0 | 0 |
| GORDON EDWARDS | |||||||||||||
| 273864 | 0 | 0 | 0 | 20264 | 0 | 35741 | 0 | 14801 | 0 | 344670 | 0 | 0 | 0 |
| PATRICK CONWAY MD | |||||||||||||
| 597972 | 0 | 0 | 0 | 0 | 0 | 35741 | 0 | 22964 | 0 | 656677 | 0 | 0 | 0 |
| MICHAEL REDMAN MD | |||||||||||||
| 327972 | 0 | 0 | 0 | 3535 | 0 | 35741 | 0 | 19734 | 0 | 386982 | 0 | 0 | 0 |
| DAN LILLY | |||||||||||||
| 270272 | 0 | 0 | 0 | 360 | 0 | 35741 | 0 | 27368 | 0 | 333741 | 0 | 0 | 0 |
| TODD KOWALSKI MD | |||||||||||||
| 228972 | 0 | 0 | 0 | 8493 | 0 | 33867 | 0 | 21958 | 0 | 293290 | 0 | 0 | 0 |
| KELLEY BAHR MD | |||||||||||||
| 231000 | 0 | 0 | 0 | 2242 | 0 | 34418 | 0 | 5054 | 0 | 272714 | 0 | 0 | 0 |
| DARYL APPLEBURY | |||||||||||||
| 222972 | 0 | 0 | 0 | 0 | 0 | 32801 | 0 | 21871 | 0 | 277644 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2011A | |||||||
| 391337855 | 97710BJ78 | 2011-09-29 | 162468632 | REFUNDED THE 2000 SERIES A AND B ISSUED 10/10/2000, SERIES A ISSUED 5/29/08 | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2008B | |||||||
| 391337855 | 97710BBG6 | 2008-05-29 | 61400000 | REFUNDED THE 2006 SERIES B ISSUED 5/16/2006 | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2011B | |||||||
| 391337855 | 97710BK50 | 2011-09-29 | 40000000 | NEW MONEY FOR CONSTRUCTION AND EQUIPPING OF HOSPITAL | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2009 | |||||||
| 391337855 | 97710BE65 | 2011-03-17 | 78715000 | CONVERSION AND REISSUANCE OF 2009 BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|
| 162468632 | 90473803 | 1938652 | 28934231 | 41098992 | 1 | 0 | 0 | 1 | |
| 61400000 | 60832689 | 565428 | 1 | 0 | 1 | 1 | 2008 | ||
| 40000000 | 304885 | 29015210 | 10673466 | 0 | 0 | 0 | 1 | ||
| 78715000 | 78715000 | 1 | 0 | 1 | 1 | 2005 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | ||
| 0 | 0 | 0 | 0 | 1 | ||
| 0 | 0 | 0 | 0 | 1 | ||
| 0 | 1 | 0 | 0 | 1 | 0.01600 | 0.01600 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|---|---|
| NA | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | |
| MERRILL | ||||||||
| 1 | 1 | 1 | 0 | 0 | 0 | 0 | 1 | 27.000000000000 |
| MERRILL | ||||||||
| 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | 24.000000000000 |
| PIPERMERRILL | ||||||||
| 1 | 1 | 1 | 0 | 0 | 0 | 0 | 1 | 29.500000000000 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, SCHEDULE K LINE D CUSIP NUMBERS: | 97710BE65 AND 9910BE73 |
| FORM 990, SCHEDULE K, LINE A, ENTITY 2 CUSIP NUMBERS: | 97710VLT3 AND 97710VLUD |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY SERIES 2003 A B C | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| CUSIP Number | 97710VLT3 | CUSIPNumber |
| Date Issued | 2003-07-23 | DateIssued |
| Issue Price | 114412216 | IssuePrice |
| Description Of Purpose | REFUNDED THE 1993 SERIES A AND B | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 103555000 | AmountRetired |
| Amount Bond Defeased | 9070000 | AmountBondDefeased |
| Total Proceeds | 113677573 | TotalProceeds |
| Refunding Escrow | 35629081 | RefundingEscrow |
| Issuance Costs From Proceeds | 1151179 | IssuanceCostsFromProceeds |
| Credit Enhancement | 3218649 | CreditEnhancement |
| Capital Expenditures | 74413307 | CapitalExpenditures |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.01600 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.01600 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIPERMERRILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 29.500000000000 | TermOfHedge |
| Superintegrated Hedge | 1 | SuperintegratedHedge |
| Hedge Terminated | 1 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GORDON EDWARDS | NamePerson |
| Purpose Of Loan | RELOCATION EXPENSES - FORGIVEN OVER 5 YEARS | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $40,000 | OriginalPrincipalAmount |
| Balance Due | 34009 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 34009 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SEAN AGGER | |||
| FAMILY MEMBER OF WILLIAM AGGER,M.D., DIRECTOR | 97412 | EMPLOYMENT | 0 |
| INGRI GUNDERSEN LOMBARDI | |||
| FAMILY MEMBER OF SIGURD GUNDERSEN III, M.D., KEY EMPLOYEE | 57083 | EMPLOYMENT | 0 |
| JAMES KLOCK | |||
| FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE | 143909 | EMPLOYMENT | 0 |
| BELINDA KLOCK | |||
| FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE | 77986 | EMPLOYMENT | 0 |
| JAMES KLOCK | |||
| FAMILY MEMBER OF KATHLEEN KLOCK, KEY EMPLOYEE | 128547 | EMPLOYMENT | 0 |
| JULIO BIRD | |||
| FAMILY MEMBER OF JULIO BIRD, M.D., DIRECTOR | 38773 | EMPLOYMENT | 0 |
| BRENDA WHITE | |||
| FAMILY MEMBER OF GERALD ARNDT, KEY EMPLOYEE | 43323 | EMPLOYMENT | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7B | GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., THE PARENT CORPORATION AND SOLE MEMBER OF THE CORPORATION, SHALL HAVE THE POWER, TO RECOMMEND AND REVIEW, AS APPROPRIATE, AND APPROVE CERTAIN MATTERS. ARTICLES OF INCORPORATION MAY BE AMENDED BY VOTE OF THE SOLE MEMBER OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 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 990S ARE APPROVED AND FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. MONITORS CONFLICTS ON AN ANNUAL BASIS BY REVIEWING DISCLOSURES ON COMPLETED CONFLICT OF INTEREST STATEMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO IS DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THEIR DETERMINATION IS MADE AFTER A REVIEW OF MARKET DATA OBTAINED FROM SEVERAL ORGANIZATIONS AND CEO PERFORMANCE. MEETING MINUTES ARE TAKEN AND KEPT AT THE MEETINGS WHERE SUCH DISCUSSIONS TAKE PLACE. RECOMMENDATIONS FOR COMPENSATION FOR THE ORGANIZATIONS' KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER A REVIEW OF PERFORMANCE AND COMPARABLE MARKET DATA. THE 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 XI, LINE 5: | MARKET ADJUSTMENT FOR SWAP CONTRACT -77,486. NET ASSETS RELEASED FROM RESTRICTIONS 70,000. TRANSFERS TO AFFILIATES -930,000. TOTAL TO FORM 990, PART XI, LINE 5: -937,486. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391866425 | SUPPORTING ORG | WI | 501(C)(3) | LINE 7 | N/A | 0 | |
| GUNDERSEN LUTHERAN MEDICAL CENTER INC | |||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 390813416 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| GUNDERSEN CLINIC LTD | |||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391028657 | SUPPORTING ORG | WI | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INCA | |
| GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC | |||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391249705 | FOUNDATION | WI | 501(C)(3) | LINE 7 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| GUNDERSEN LUTHERAN HEALTH PLAN INC | |||||||||||
| 1836 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391807071 | HEALTH INSURANCE | WI | 501(C)(4) | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | ||
| GUNDERSEN LUTHERAN CREDENTIALING SERVICES INC | |||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391856898 | CREDENTIALING SERVICES | WI | 501(C)(3) | LINE 11A, I | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| TRI-COUNTY MEMORIAL HOSPITAL INC | |||||||||||
| 18601 LINCOLN STREET | WHITEHALL | WI | 54773 | 390704510 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| HARMONY COMMUNITY HEALTHCARE INC | |||||||||||
| 815 MAIN AVENUE S | HARMONY | MN | 55939 | 410711606 | HEALTH CARE | MN | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| TWEETEN LUTHERAN HEALTHCARE CENTER INC | |||||||||||
| 125 FIFTH AVENUE SE | SPRING GROVE | MN | 55974 | 411565003 | HEALTH CARE | MN | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| TRI-STATE AMBULANCE INC | |||||||||||
| 221 BUCHNER PLACE | LA CROSSE | WI | 54601 | 391965415 | MEDICAL TRANSPORATION | WI | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| LUTHERAN REAL ESTATE HOLDING CORPORATION | |||||||||||
| 1910 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391480826 | HOUSING | WI | 501(C)(3) | LINE 9 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| LUTHERAN HOUSING OF LA CROSSE INC | |||||||||||
| 1900 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391751934 | INDEPENDENT LIVING | WI | 501(C)(3) | LINE 9 | 0 | LUTHERAN REAL ESTATE HOLDING CORPORATION | |
| COMMUNITY HOUSING OF LA CROSSE INC | |||||||||||
| 1900 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391586700 | INDEPENDENT LIVING | WI | 501(C)(3) | LINE 7 | 0 | LUTHERAN REAL ESTATE HOLDING CORPORATION | |
| OPTIONS IN REPRODUCTIVE CARE INC | |||||||||||
| 1201 CALEDONIA STREET | LA CROSSE | WI | 54603 | 391166634 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| TRI-STATE REGIONAL AMBULANCE INC | |||||||||||
| 235 CAUSEWAY BLVD | LA CROSSE | WI | 54603 | 391962965 | MEDICAL TRANSPORATION | WI | 501(C)(3) | LINE 9 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
| STJOSEPH'S HEALTH SERVICES INC | |||||||||||
| 400 WATER AVENUE | HILLSBORO | WI | 54634 | 390929538 | HEALTH CARE | WI | 501(C)(3) | LINE 3 | 0 | GUNDERSEN LUTHERAN HEALTH SYSTEM INC | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GUNDERSEN LUTHERAN HEALTH PLAN INC | ||
| L | 74485499 | FAIR VALUE |
| GUNDERSEN LUTHERAN HEALTH PLAN INC | ||
| P | 10986941 | FAIR VALUE |
| GUNDERSEN LUTHERAN ENVISION LLC | ||
| D | 5397000 | FAIR VALUE |
| GUNDERSEN LUTHERAN ENVISION LLC | ||
| K | 751982 | FAIR VALUE |
| DEGEN BERGLUND INC | ||
| D | 1150000 | FAIR VALUE |
| DEGEN BERGLUND INC | ||
| A | 51051 | FAIR VALUE |
| GUNDERSEN LUTHERAN ENVISION LLC | ||
| A | 214921 | FAIR VALUE |
Comments