HARMONY COMMUNITY HEALTHCARE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HARMONY COMMUNITY HEALTHCARE INC (EIN 41-0711606)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-08-13
IRS object ID: 202602259349301135
Schema version: 2024v5.1
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 J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-08-13T16:52:51+00:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 EAST RANDOLPH DRIVE SUITE 5500	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606016436	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	410711606	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARMONY COMMUNITY HEALTHCARE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARM	BusinessNameControlTxt
Phone	5078866544	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	815 MAIN AVENUE S	AddressLine1Txt
City	HARMONY	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55939	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRENDA MOSER	PersonNm
Person Title	FINANCE ADMINISTRATOR	PersonTitleTxt
Signature	2026-08-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ZELJKO POPOVIC	PreparerPersonNm
PTIN	P01795951	PTIN
Phone	3126651000	PhoneNum
Preparation	2026-08-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	GUNDERSEN HARMONY CARE CENTER	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRENDA MOSER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	815 MAIN AVENUE S	AddressLine1Txt
City	HARMONY	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55939	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,736,724	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	https://www.gundersenhealth.org/locations/gundersen-harmony-care-center	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1948	FormationYr
Legal Domicile State	MN	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE CARE TO THE ELDERLY.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	2	VotingMembersIndependentCnt
Total Employee	69	TotalEmployeeCnt
Total Volunteers	4	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$498,439	PYContributionsGrantsAmt
CY Contributions Grants	$342,698	CYContributionsGrantsAmt
PY Program Service Revenue	$4,460,353	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,385,819	CYProgramServiceRevenueAmt
PY Investment Income	$20,339	PYInvestmentIncomeAmt
CY Investment Income	$7,882	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$325	CYOtherRevenueAmt
PY Total Revenue	$4,979,131	PYTotalRevenueAmt
CY Total Revenue	$4,736,724	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,527,561	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,656,864	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,285,711	PYOtherExpensesAmt
CY Other Expenses	$1,201,093	CYOtherExpensesAmt
PY Total Expenses	$4,813,272	PYTotalExpensesAmt
CY Total Expenses	$4,857,957	CYTotalExpensesAmt
PY Revenues Less Expenses	$165,859	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$121,233	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,133,287	TotalAssetsBOYAmt
Total Assets EOY	$2,032,040	TotalAssetsEOYAmt
Total Liabilities BOY	$885,191	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$899,843	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,248,096	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,132,197	NetAssetsOrFundBalancesEOYAmt
Mission	HARMONY COMMUNITY HEALTHCARE IS COMMITTED TO ENHANCING THE QUALITY OF LIFE OF THOSE WE SERVICE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$3,429,254	ExpenseAmt
Revenue	$4,385,819	RevenueAmt
Desc	THE ORAGNIZATION PROVIDES HOUSING AND NURSING CARE TO THE ELDERLY BY OPERATING A 42-BED NURSING FACILITY IN HARMONY, MN. DURING FY25, THERE WERE 10,999 RESIDENT DAYS.	Desc
Total Program Service Expenses	$3,429,254	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	19	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	69	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	2	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRENDA MOSER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5078866544	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	815 MAIN AVENUE S	AddressLine1Txt
City	HARMONY	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55939	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
AMANDA PERICAK
BOARD OF DIRECTORS, SECRETARY/TREASURER, CLINICAL OPERATIONS DIRECTOR, POST ACUTE CARE	2.0	48.0	Yes (X)	Yes (X)	$0	$124,002	$42,123
CHARLES JOHNSON
BOD, VICE PRESIDENT, DIRECTOR, BUSINESS HEALTH GROWTH	2.0	48.0	Yes (X)	Yes (X)	$0	$155,611	$48,894
VICKIE BAKALARS
BOD, PRESIDENT, CLINICAL OPERATIONS DIRECTOR	2.0	48.0	Yes (X)	Yes (X)	$0	$157,306	$49,437
CHRIS SKAALEN
BOARD OF DIRECTORS	2.0	0	Yes (X)		$0	$0	$0
DONNA SCHEEVEL
BOARD OF DIRECTORS (UNTIL 1/25)	2.0	0	Yes (X)		$0	$0	$0
KAREN JOHNSON
BOARD OF DIRECTORS (UNTIL 3/25)	2.0	0	Yes (X)		$0	$0	$0
PENNY SOLBERG
BOARD OF DIRECTORS (START 7/25)	2.0	0	Yes (X)		$0	$0	$0
SARAH MELDE
BOARD OF DIRECTORS, DIRECTOR, CONTINUOUS READINESS	2.0	48.0	Yes (X)		$0	$102,281	$41,018
BRENDA MOSER
FINANCE ADMINISTRATOR	16.0	34.0		Yes (X)	$0	$179,065	$52,717
JOHN CEELEN
CHIEF FINANCIAL OFFICER	1.0	49.0		Yes (X)	$0	$728,316	$54,052
SCOTT RATHGABER MD
CEO	1.0	49.0		Yes (X)	$0	$1,324,275	$73,275
ROCHELLE WILLFORD
DIRECTOR, NURSING, LTC - TWEETEN	50.0	0			$106,275	$0	$40,396	Yes (X)
SUSAN LENZ
DIRECTOR, NURSING, LTC - HARMONY	50.0	0			$126,361	$0	$33,331	Yes (X)
TINA BROWN
RN, CASE MANAGER - HARMONY	50.0	0			$103,953	$0	$33,818	Yes (X)
MICHELLE BORRESON
CLINICAL OPERATIONS DIRECTOR, PRIMARY CARE & REGIONAL CLINICS	0.0	50.0			$0	$123,006	$55,771		Yes (X)
STEVE LITTLE
FORMER CHIEF FINANCIAL OFFICER	0.0	0.0			$0	$209,856	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$336,589	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,103,718	TotReportableCompRltdOrgAmt
Total Other Compensation	$524,832	TotalOtherCompensationAmt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
STAFFENCY
221 W COLLEGE AVE FLOOR 2	APPLETON	WI	54911	STAFFING	$341,416
AEGIS THERAPIES INC
PO BOX 936653	ATLANTA	GA	311936653	CONTRACTED PT, OT & ST SERVICES	$239,118
GRAPE TREE MEDICAL STAFFING LLC
PO BOX 5340	SIOUX FALLS	SD	571175340	CONTRACT STAFFING	$153,835
MARTIN BROTHERS DISTRIBUTING COMPANY
406 VIKING ROAD	CEDAR FALLS	IA	50613	FOOD DISTRIBUTOR	$123,360
DTN STAFFING INC
1200 COLLINS AVE	MANDAN	ND	58554	CONTRACT STAFFING	$119,694

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$337,978	GovernmentGrantsAmt
All Other Contributions	$4,720	AllOtherContributionsAmt
Total Contributions	$342,698	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENT SERVICE REVENUE	623000	$4,294,559	$4,294,559
RENTAL REVENUE	900099	$83,088	$83,088

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,172	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,172	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,385,819	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,882	TotalRevenueColumnAmt
Exclusion	$7,882	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	CAFETERIA REVENUE	Desc
Business	722514	BusinessCd
Total Revenue Column	$325	TotalRevenueColumnAmt
Exclusion	$325	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$325	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,736,724	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,385,819	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$8,207	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,950,630	TotalAmt
Program Services	$2,260,073	ProgramServicesAmt
Management And General	$690,557	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$211,469	TotalAmt
Program Services	$172,830	ProgramServicesAmt
Management And General	$38,639	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$335,880	TotalAmt
Program Services	$225,664	ProgramServicesAmt
Management And General	$110,216	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$158,885	TotalAmt
Program Services	$118,125	ProgramServicesAmt
Management And General	$40,760	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$99,540	TotalAmt
Management And General	$99,540	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$156	TotalAmt
Management And General	$156	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$13,075	TotalAmt
Management And General	$13,075	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$303,152	TotalAmt
Program Services	$265,708	ProgramServicesAmt
Management And General	$37,444	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,874	TotalAmt
Program Services	$571	ProgramServicesAmt
Management And General	$1,303	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,007	TotalAmt
Program Services	$364	ProgramServicesAmt
Management And General	$50,643	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$15,360	TotalAmt
Management And General	$15,360	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$148,171	TotalAmt
Program Services	$74,233	ProgramServicesAmt
Management And General	$73,938	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,108	TotalAmt
Program Services	$1,598	ProgramServicesAmt
Management And General	$510	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$10,003	TotalAmt
Program Services	$9,053	ProgramServicesAmt
Management And General	$950	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$116,941	TotalAmt
Program Services	$58,587	ProgramServicesAmt
Management And General	$58,354	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,069	TotalAmt
Management And General	$14,069	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
FOOD EXPENSE	$136,217	$135,950	$267
DHS SURCHARGE	$121,045		$121,045
MEDICAL SUPPLIES/EQUIPMENT	$94,949	$93,625	$1,324
BAD DEBT EXPENSE	$4,774	$4,774

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$68,652	TotalAmt
Program Services	$8,099	ProgramServicesAmt
Management And General	$60,553	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,857,957	TotalAmt
Program Services	$3,429,254	ProgramServicesAmt
Management And General	$1,428,703	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$100	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$642,441	BOYAmt
EOY	$362,265	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$443,457	BOYAmt
EOY	$411,198	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$21,653	BOYAmt
EOY	$21,286	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,298,843	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,107,066	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$977,680	BOYAmt
EOY	$1,191,777	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$48,056	BOYAmt
EOY	$45,414	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,133,287	BOYAmt
EOY	$2,032,040	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$499,367	BOYAmt
EOY	$676,717	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$342,993	BOYAmt
EOY	$8,051	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$2,611	BOYAmt
EOY	$3,103	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$40,220	BOYAmt
EOY	$211,972	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$885,191	BOYAmt
EOY	$899,843	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,209,272	BOYAmt
EOY	$1,088,039	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$38,824	BOYAmt
EOY	$44,158	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,248,096	BOYAmt
EOY	$1,132,197	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,133,287	BOYAmt
EOY	$2,032,040	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$121,233	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$5,334	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$110,302	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$359,256	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,263	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$498,439	CurrentTaxYearMinus1YearAmt
Current Tax Year	$342,698	CurrentTaxYearAmt
Total	$1,347,958	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,170,925	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,341,514	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,222,703	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,460,353	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,385,819	CurrentTaxYearAmt
Total	$18,581,314	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,281,227	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,700,770	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,259,966	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,958,792	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,728,517	CurrentTaxYearAmt
Total	$19,929,272	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,332,641	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,005,792	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,480,689	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,571,703	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,009,027	CurrentTaxYearAmt
Total	$7,399,852	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,332,641	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,005,792	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,480,689	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,571,703	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,009,027	CurrentTaxYearAmt
Total	$7,399,852	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$12,529,420	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,564	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,886	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,347	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,339	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,882	CurrentTaxYearAmt
Total	$39,018	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,564	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,886	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,347	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,339	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,882	CurrentTaxYearAmt
Total	$39,018	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$325	CurrentTaxYearAmt
Total	$325	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,283,791	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,704,656	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,264,313	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,979,131	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,736,724	CurrentTaxYearAmt
Total	$19,968,615	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.62746	PublicSupportCY509Pct
Public Support PY509	0.6233	PublicSupportPY509Pct
Investment Income CY	0	InvestmentIncomeCYPct
Investment Income PY	0	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE A, PART I, LINE 3 PART III, SHORT YEAR EXPLANATION:	THE 2022 COLUMN OF PART III REPRESENTS A SHORT-YEAR PERIOD FROM JANUARY 1, 2023 THROUGH SEPTEMBER 30, 2023 DUE TO A CHANGE IN YEAR END. THE REASON FOR THIS CHANGE IS DUE TO A MERGER WITH THE BELLIN GUNDERSEN HEALTH SYSTEM.
SCHEDULE A, PART III, LINE 12 OTHER INCOME	DESCRIPTION - CAFETERIA REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 325.0, COLUMN F - 325.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,650	OtherCostOrOtherBasisAmt
Book Value	$24,650	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,870,086	OtherCostOrOtherBasisAmt
Depreciation	$1,799,816	DepreciationAmt
Book Value	$1,070,270	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$400,542	OtherCostOrOtherBasisAmt
Depreciation	$307,250	DepreciationAmt
Book Value	$93,292	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,565	OtherCostOrOtherBasisAmt
Book Value	$3,565	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,191,777	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
FEDERAL INCOME TAXES
DUE TO AFFILIATES	$200,928
ADVANCE COVID PAYMENTS	$11,044

Field	Value	IRS element (for citing)
Total Liability	$211,972	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$0	RevenueSubtotalAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$0	TotalRevenuePerForm990Amt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$0	ExpensesSubtotalAmt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$0	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART IV, LINE 2B EXPLANATION OF ESCROW AGREEMENT

PERSONAL RESIDENT FUNDS ARE KEPT IN A SEPARATE BANK ACCOUNT AND MANAGED ACCORDING TO THE MN ADMINISTRATIVE RULE FOR RESIDENT TRUST FUNDS.

SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE

THE SYSTEM AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, AND HAVE BEEN FULLY RESERVED.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
VICKIE BAKALARS
BOD, PRESIDENT, CLINICAL OPERATIONS DIRECTOR	$0	$155,710	$0	$0	$0	$1,596	$0	$22,779	$0	$26,658	$0	$206,743	$0	$0
CHARLES JOHNSON
BOD, VICE PRESIDENT, DIRECTOR, BUSINESS HEALTH GROWTH	$0	$151,879	$0	$0	$0	$3,732	$0	$22,242	$0	$26,652	$0	$204,505	$0	$0
AMANDA PERICAK
BOARD OF DIRECTORS, SECRETARY/TREASURER, CLINICAL OPERATIONS DIRECTOR, POST ACUTE CARE	$0	$123,337	$0	$0	$0	$665	$0	$17,827	$0	$24,296	$0	$166,125	$0	$0
STEVE LITTLE
FORMER CHIEF FINANCIAL OFFICER	$0	$209,856	$0	$0	$0	$0	$0	$0	$0	$0	$0	$209,856	$0	$0
MICHELLE BORRESON
CLINICAL OPERATIONS DIRECTOR, PRIMARY CARE & REGIONAL CLINICS	$0	$119,107	$0	$3,158	$0	$741	$0	$18,364	$0	$37,407	$0	$178,777	$0	$0
JOHN CEELEN
CHIEF FINANCIAL OFFICER	$0	$598,104	$0	$129,468	$0	$744	$0	$29,147	$0	$24,905	$0	$782,368	$0	$0
SCOTT RATHGABER MD
CEO	$0	$1,278,368	$0	$0	$0	$45,907	$0	$48,300	$0	$24,975	$0	$1,397,550	$0	$0
BRENDA MOSER
FINANCE ADMINISTRATOR	$0	$172,995	$0	$4,449	$0	$1,621	$0	$25,850	$0	$26,867	$0	$231,782	$0	$0
SUSAN LENZ
DIRECTOR, NURSING, LTC - HARMONY	$120,908	$0	$0	$0	$5,453	$0	$17,930	$0	$15,401	$0	$159,692	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION

A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.

SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN

CERTAIN INDIDVIDUALS LISTED IN SCHEDULE J, PART II, PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTUTE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN FOR CALENDAR YEAR 2024: JOHN CEELEN

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS	THE SOLE VOTING MEMBER OF HARMONY COMMUNITY HEALTHCARE, INC. IS GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.
FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY	FOUR OUT OF THE SEVEN DIRECTORS SHALL BE ELECTED BY GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S BOARD OF GOVERNORS AND BOARD OF TRUSTEES.
FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS	GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S FINANCE COMMITTEE APPROVES THE BUDGET AND CAPITAL BUDGET.
FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY	THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY	THE FORM 990 IS REVIEWED BY THE ACCOUNTING MANAGER AND PRINCIPAL OFFICER. IT WILL BE MADE AVAILABLE FOR ALL BOARD MEMBERS BEFORE FILING.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY	GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. (GLAS) ANNUALLY REQUIRES EXECUTIVE LEADERSHIP (VICE PRESIDENTS AND ABOVE), BOARD MEMBERS, MEDICAL GOVERNORS AND FOUNDATION BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY A CONFLICT OF INTEREST REVIEW PANEL WHICH INCLUDES REPRESENTATIVES FROM LEGAL, COMPLIANCE, MEDICAL LEADERSHIP, HUMAN RESOURCES AND SUPPLY CHAIN. INDIVIDUALS REPORTING A POTENTIAL CONFLICT OF INTEREST ARE SENT A RESOLUTION THANKING THEM FOR THEIR SERVICE TO THE ORGANIZATION, ADVISING THEM OF ANY RESTRICTIONS RELATED TO THEIR CONFLICT (I.E. INDIVIDUALS WITH A RELATIONSHIP TO ANOTHER ORGANIZATION ARE ADVISED THAT THEY MUST ABSTAIN FROM DECISION MAKING THAT WOULD DIRECTLY AND SOLELY IMPACT GLAS) AND REMINDING THEM OF THEIR CONFIDENTIALITY OBLIGATIONS WITH RESPECT TO GLAS' HEALTHCARE, EMPLOYMENT AND PROPRIETARY INFORMATION.
FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE	OTHER OPERATING REVENUE - TOTAL REVENUE: 8172, RELATED OR EXEMPT FUNCTION REVENUE: 8172, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ;
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES	CHANGE IN INTEREST IN RESTRICTED NET ASSETS OF FOUNDATION - 5334; TOTAL - 5334;
FORM 990, PART XII, LINE 2C CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS	NA

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
BELLIN GUNDERSEN HEALTH SYSTEM INC
1836 SOUTH AVENUE	LA CROSSE	WI	54601	920504278	SUPPORT ORG	WI	501(C)(3)	TYPE III-FI	NA	false
GUNDERSEN LUTHERAN HEALTH SYSTEM INC
1836 SOUTH AVE	LA CROSSE	WI	54601	391866425	SUPPORT ORG	WI	501(C)(3)	TYPE II	BGHS	false
GUNDERSEN LUTHERAN MEDICAL CENTER INC
1910 SOUTH AVE	LA CROSSE	WI	54601	390813416	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
GUNDERSEN CLINIC LTD
1836 SOUTH AVENUE	LA CROSSE	WI	54601	391028657	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC
1910 SOUTH AVE	LA CROSSE	WI	54601	391606449	SUPPORT ORG	WI	501(C)(3)	TYPE II	GLHS	false
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
1836 SOUTH AVENUE	LA CROSSE	WI	54601	391249705	FOUNDATION	WI	501(C)(3)	7	GLHS	false
TRI-COUNTY MEMORIAL HOSPITAL INC
18601 LINCOLN STREET	WHITEHALL	WI	54773	390704510	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
TWEETEN LUTHERAN HEALTHCARE CENTER INC
125 FIFTH AVE SE	SPRING GROVE	MN	55974	411565003	HEALTHCARE	WI	501(C)(3)	10	GLHS	false
TRI STATE AMBULANCE INC
235 CAUSEWAY BOULEVARD	LA CROSSE	WI	54603	391965415	MEDICAL TRANSPORT	WI	501(C)(3)	3	GLHS	false
TRI-STATE REGIONAL AMBULANCE INC
235 CAUSEWAY BOULEVARD	LA CROSSE	WI	54603	391962965	MEDICAL TRANSPORT	WI	501(C)(3)	10	GLHS	false
LUTHERAN REAL ESTATE HOLDING CORPORATION
1910 SOUTH AVENUE	LA CROSSE	WI	54601	391480826	HOUSING	WI	501(C)(3)	TYPE III-FI	GLHS	false
COMMUNITY HOUSING OF LA CROSSE INC
1900 SOUTH AVENUE	LA CROSSE	WI	54601	391586700	INDEPENDENT LIVING	WI	501(C)(3)	10	LREH CORP	false
LUTHERAN HOUSING OF LA CROSSE INC
1900 SOUTH AVENUE	LA CROSSE	WI	54601	391751934	INDEPENDENT LIVING	WI	501(C)(3)	10	LREH CORP	false
ST JOSEPH'S HEALTH SERVICES INC
400 WATER AVE	HILLSBORO	WI	54634	390929538	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
ST JOSEPH MEMORIAL FOUNDATION INC
400 WATER AVE	HILLSBORO	WI	54634	391455787	FOUNDATION	WI	501(C)(3)	TYPE I	STJ HLTH SVC	false
TRI-COUNTY MEMORIAL FOUNDATION INC
18601 LINCOLN STREET	WHITEHALL	WI	54773	300093022	FOUNDATION	WI	501(C)(3)	TYPE I	TCH	false
MEMORIAL HOSPITAL OF BOSCOBEL
205 PARKER STREET	BOSCOBEL	WI	53805	390845590	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
PALMER LUTHERAN HEALTH CENTER INC
112 JEFFERSON STREET	WEST UNION	IA	52175	421320763	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
MOUNDVIEW MEMORIAL HOSPITALS AND CLINICS
402 WEST LAKE STREET	FRIENDSHIP	WI	53934	390944012	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
MEMORIAL HEALTHCARE FOUNDATION INC (MOUNDVIEW)
402 WEST LAKE STREET	FRIENDSHIP	WI	53934	391775074	FOUNDATION	WI	501(C)(3)	TYPE I	MDV HOSP	false
SAINT ELIZABETH'S HOSPITAL OF WABASHA INC WABASHA
1200 FIFTH GRANT BLVD WEST	WABASHA	MN	55981	410693877	HEALTHCARE	WI	501(C)(3)	3	GLHS	false
BELLIN HEALTH SYSTEMS INC
744 SOUTH WEBSTER AVE	GREEN BAY	WI	54301	391512904	SUPPORT ORG	WI	501(C)(3)	TYPE II	BGHS	false
LAKE MICHIGAN HEALTH SERVICES INC
744 SOUTH WEBSTER AVE	GREEN BAY	WI	54301	391512903	SUPPORT ORG	WI	501(C)(3)	TYPE II	BHS	false
BELLIN COLLEGE INC
3201 EATON ROAD	GREEN BAY	WI	54311	391620530	EDUCATION	WI	501(C)(3)	2	BHS	false
BELLIN PSYCHIATRIC CENTER INC
PO BOX 23725	GREEN BAY	WI	54301	391657627	HEALTHCARE	WI	501(C)(3)	3	BHS	false
BELLIN MEMORIAL HOSPITAL INC
744 SOUTH WEBSTER AVE	GREEN BAY	WI	54301	390884478	HEALTHCARE	WI	501(C)(3)	3	BHS	false
THE BELLIN HEALTH FOUNDATION INC
PO BOX 23400	GREEN BAY	WI	54301	391809171	FOUNDATION	WI	501(C)(3)	7	BHS	false
OCONTO HOSPITAL & MEDICAL CENTER INC
820 ARBUTUS AVENUE	OCONTO	WI	54153	061745397	HEALTHCARE	WI	501(C)(3)	3	BMH	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	Address Line2ForeignAddress/AddressLine2Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
BEL-REGIONAL HOME MEDICAL INC
BEL-REGIONAL HOME MEDICAL INC	GREEN BAY	WI	54301	391504766	DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS	WI	NA	C CORPORATION	false
BG ASSURANCE COMPANY
					SELF INSURANCE		NA	C CORPORATION	false	20 GENESIS CLOSE	PO BOX 30600	GEORGE TOWN	GRAND CAYMAN	CJ	KY11203	CJ
GUNDERSEN EDGE LLC
1836 SOUTH AVENUE	LA CROSSE	WI	54601	921783811	INNOVATION	WI	GUNDERSON LUTHERAN HEALTH SYSTEM INC	C CORPORATION	false
GUNDERSEN LUTHERAN ENVISION LLC -
1836 SOUTH AVENUE	LA CROSSE	WI	54601	264706546	RENEWABLE ENERGY	WI	GUNDERSON LUTHERAN HEALTH SYSTEM INC	C CORPORATION	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd