2026-08-13T16:52:51+00:00 2025-09-30 135565207 KPMG LLP 200 EAST RANDOLPH DRIVE SUITE 5500 CHICAGO IL 606016436 990 2024-10-01 410711606 HARMONY COMMUNITY HEALTHCARE HARM 5078866544 815 MAIN AVENUE S HARMONY MN 55939 BRENDA MOSER FINANCE ADMINISTRATOR 2026-08-13 true ZELJKO POPOVIC P01795951 3126651000 2026-08-13 2024 2025-03-06 01:10:19Z GUNDERSEN HARMONY CARE CENTER BRENDA MOSER 815 MAIN AVENUE S HARMONY MN 55939 4736724 false X https://www.gundersenhealth.org/locations/gundersen-harmony-care-center X 1948 MN TO PROVIDE CARE TO THE ELDERLY. 6 2 69 4 0 498439 342698 4460353 4385819 20339 7882 0 325 4979131 4736724 0 0 0 0 3527561 3656864 0 0 0 1285711 1201093 4813272 4857957 165859 -121233 2133287 2032040 885191 899843 1248096 1132197 HARMONY COMMUNITY HEALTHCARE IS COMMITTED TO ENHANCING THE QUALITY OF LIFE OF THOSE WE SERVICE. false false 3429254 4385819 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. 3429254 true true false false false false false false true false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 19 0 true 69 true false false false false false false false false false false false false X 6 2 false false false false true true true true false false false false false true true true true true false false false false MN X BRENDA MOSER 5078866544 815 MAIN AVENUE S HARMONY MN 55939 AMANDA PERICAK BOARD OF DIRECTORS, SECRETARY/TREASURER, CLINICAL OPERATIONS DIRECTOR, POST ACUTE CARE 2.0 48.0 X X 0 124002 42123 CHARLES JOHNSON BOD, VICE PRESIDENT, DIRECTOR, BUSINESS HEALTH GROWTH 2.0 48.0 X X 0 155611 48894 VICKIE BAKALARS BOD, PRESIDENT, CLINICAL OPERATIONS DIRECTOR 2.0 48.0 X X 0 157306 49437 CHRIS SKAALEN BOARD OF DIRECTORS 2.0 0 X 0 0 0 DONNA SCHEEVEL BOARD OF DIRECTORS (UNTIL 1/25) 2.0 0 X 0 0 0 KAREN JOHNSON BOARD OF DIRECTORS (UNTIL 3/25) 2.0 0 X 0 0 0 PENNY SOLBERG BOARD OF DIRECTORS (START 7/25) 2.0 0 X 0 0 0 SARAH MELDE BOARD OF DIRECTORS, DIRECTOR, CONTINUOUS READINESS 2.0 48.0 X 0 102281 41018 BRENDA MOSER FINANCE ADMINISTRATOR 16.0 34.0 X 0 179065 52717 JOHN CEELEN CHIEF FINANCIAL OFFICER 1.0 49.0 X 0 728316 54052 SCOTT RATHGABER MD CEO 1.0 49.0 X 0 1324275 73275 ROCHELLE WILLFORD DIRECTOR, NURSING, LTC - TWEETEN 50.0 0 X 106275 0 40396 SUSAN LENZ DIRECTOR, NURSING, LTC - HARMONY 50.0 0 X 126361 0 33331 TINA BROWN RN, CASE MANAGER - HARMONY 50.0 0 X 103953 0 33818 MICHELLE BORRESON CLINICAL OPERATIONS DIRECTOR, PRIMARY CARE & REGIONAL CLINICS 0.0 50.0 X 0 123006 55771 STEVE LITTLE FORMER CHIEF FINANCIAL OFFICER 0.0 0.0 X 0 209856 0 336589 3103718 524832 true true false STAFFENCY 221 W COLLEGE AVE FLOOR 2 APPLETON WI 54911 STAFFING 341416 AEGIS THERAPIES INC PO BOX 936653 ATLANTA GA 311936653 CONTRACTED PT, OT & ST SERVICES 239118 GRAPE TREE MEDICAL STAFFING LLC PO BOX 5340 SIOUX FALLS SD 571175340 CONTRACT STAFFING 153835 MARTIN BROTHERS DISTRIBUTING COMPANY 406 VIKING ROAD CEDAR FALLS IA 50613 FOOD DISTRIBUTOR 123360 DTN STAFFING INC 1200 COLLINS AVE MANDAN ND 58554 CONTRACT STAFFING 119694 5 337978 4720 342698 RESIDENT SERVICE REVENUE 623000 4294559 4294559 RENTAL REVENUE 900099 83088 83088 8172 8172 0 0 4385819 7882 7882 0 0 0 0 CAFETERIA REVENUE 722514 325 325 0 0 0 0 325 4736724 4385819 0 8207 2950630 2260073 690557 211469 172830 38639 335880 225664 110216 158885 118125 40760 99540 99540 156 156 13075 13075 303152 265708 37444 0 1874 571 1303 51007 364 50643 15360 15360 148171 74233 73938 2108 1598 510 10003 9053 950 116941 58587 58354 14069 14069 FOOD EXPENSE 136217 135950 267 DHS SURCHARGE 121045 121045 MEDICAL SUPPLIES/EQUIPMENT 94949 93625 1324 BAD DEBT EXPENSE 4774 4774 68652 8099 60553 0 4857957 3429254 1428703 0 0 100 642441 362265 443457 411198 0 0 21653 21286 3298843 2107066 977680 1191777 0 0 48056 45414 2133287 2032040 499367 676717 342993 8051 2611 3103 0 40220 211972 885191 899843 X 1209272 1088039 38824 44158 1248096 1132197 2133287 2032040 X -121233 5334 X X false true true true true X 110302 359256 37263 498439 342698 1347958 3170925 3341514 3222703 4460353 4385819 18581314 0 0 0 3281227 3700770 3259966 4958792 4728517 19929272 0 0 0 0 0 0 1332641 1005792 1480689 1571703 2009027 7399852 1332641 1005792 1480689 1571703 2009027 7399852 12529420 2564 3886 4347 20339 7882 39018 0 2564 3886 4347 20339 7882 39018 0 0 0 0 0 325 325 3283791 3704656 3264313 4979131 4736724 19968615 0.62746 0.6233 0 0 X 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 24650 24650 2870086 1799816 1070270 400542 307250 93292 3565 3565 1191777 FEDERAL INCOME TAXES DUE TO AFFILIATES 200928 ADVANCE COVID PAYMENTS 11044 211972 X 0 0 0 0 0 0 0 0 0 0 0 0 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. false true false false false false false false false VICKIE BAKALARS BOD, PRESIDENT, CLINICAL OPERATIONS DIRECTOR 0 155710 0 0 0 1596 0 22779 0 26658 0 206743 0 0 CHARLES JOHNSON BOD, VICE PRESIDENT, DIRECTOR, BUSINESS HEALTH GROWTH 0 151879 0 0 0 3732 0 22242 0 26652 0 204505 0 0 AMANDA PERICAK BOARD OF DIRECTORS, SECRETARY/TREASURER, CLINICAL OPERATIONS DIRECTOR, POST ACUTE CARE 0 123337 0 0 0 665 0 17827 0 24296 0 166125 0 0 STEVE LITTLE FORMER CHIEF FINANCIAL OFFICER 0 209856 0 0 0 0 0 0 0 0 0 209856 0 0 MICHELLE BORRESON CLINICAL OPERATIONS DIRECTOR, PRIMARY CARE & REGIONAL CLINICS 0 119107 0 3158 0 741 0 18364 0 37407 0 178777 0 0 JOHN CEELEN CHIEF FINANCIAL OFFICER 0 598104 0 129468 0 744 0 29147 0 24905 0 782368 0 0 SCOTT RATHGABER MD CEO 0 1278368 0 0 0 45907 0 48300 0 24975 0 1397550 0 0 BRENDA MOSER FINANCE ADMINISTRATOR 0 172995 0 4449 0 1621 0 25850 0 26867 0 231782 0 0 SUSAN LENZ DIRECTOR, NURSING, LTC - HARMONY 120908 0 0 0 5453 0 17930 0 15401 0 159692 0 0 0 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 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 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 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 20 GENESIS CLOSE PO BOX 30600 GEORGE TOWN GRAND CAYMAN CJ KY11203 SELF INSURANCE CJ NA C CORPORATION false 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 false false false false false false false false false true true true true true true true true false false