2025-08-14T08:37:02-05:00 2024-09-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-10-01 391455787 ST JOSEPH'S MEMORIAL FOUNDATION INC STJO 6084898259 PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 KRISTIE J MCCOIC ADMINISTRATOR 6084898259 2025-08-13 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-08-13 2023 2025-03-06 01:10:19Z KRISTIE J MCCOIC PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 127823 0 X WWW.GUNDERSENHEALTH.ORG/ST-JOSEPHS/FOUNDATION X 1983 WI ST. JOSEPH'S MEMORIAL FOUNDATION, INC. WAS FOUNDED IN 1983 AS A NOT-FOR-PROFIT ORGANIZATION TO ORIGINATE FUNDRAISING PROJECTS AND PROGRAMS WHOSE ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HEALTH SERVICES, INC. PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE. 14 14 0 15 0 0 45503 106491 0 0 7311 6044 -2776 -6343 50038 106192 58100 111242 0 0 0 0 0 0 0 4097 6621 62197 117863 -12159 -11671 800016 822008 0 0 800016 822008 X ST. JOSEPH'S MEMORIAL FOUNDATION, INC. WAS FOUNDED IN 1983 AS A NOT-FOR-PROFIT ORGANIZATION TO ORIGINATE FUNDRAISING PROJECTS AND PROGRAMS WHOSE ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HEALTH SERVICES, INC. PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE. 0 0 111242 111242 0 ST. JOSEPH'S MEMORIAL FOUNDATION'S ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HOSPITAL AND CLINICS PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE. 111242 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X JEN BOIGENZAHN 6084898259 PO BOX 527 400 WATER AVENUE HILLSBORO WI 54634 KIRBY WONG CHAIR 2.00 X X 0 0 0 JOHN WEGER CHAIR (THRU 10/2023) 2.00 X X 0 0 0 WENDY MANSER VICE-CHAIR 2.00 X X 0 0 0 DIANA MARSHALL TREASURER 2.00 X X 0 0 0 BARBARA BERES BOARD MEMBER (THRU 02/2024) 2.00 X 0 0 0 CONNIE DOROW BOARD MEMBER 2.00 X 0 0 0 ELLEN GARDNER BOARD MEMBER 2.00 X 0 0 0 JOE HAVLIK BOARD MEMBER 2.00 X 0 0 0 JUNE HOOKER BOARD MEMBER 2.00 X 0 0 0 MARTA MCDONALD BOARD MEMBER 2.00 X 0 0 0 BARB POTTER BOARD MEMBER 2.00 X 0 0 0 SHIRLEY RICHARDSON BOARD MEMBER 2.00 X 0 0 0 DORY STAHLKOPF BOARD MEMBER 2.00 X 0 0 0 LORI STANEK BOARD MEMBER 2.00 X 0 0 0 KAREN THEIS BOARD MEMBER 2.00 X 0 0 0 ANN WONG BOARD MEMBER 2.00 X 0 0 0 KRISTIE J MCCOIC ADMINISTRATOR 2.00 48.00 X 0 186253 48530 0 186253 48530 0 0 1 0 0 41333 65158 106491 6044 6044 15288 41333 21631 -6343 -6343 106192 0 0 -299 111242 111242 4000 4000 2621 2621 117863 111242 6621 0 430785 404424 64526 17643 304705 399941 800016 822008 0 0 X 244349 449570 555667 372438 800016 822008 800016 822008 -11671 89784 -56121 0 X 0 0 0 X X 1 ST JOSEPH'S HEALTH SERVICES INC 390929538 3 1 83620 0 1 83620 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PROGRAM RELATED INVESTMENTS 399941 F 399941 GOLF OUTING 52993 41333 11660 800 2105 7380 8400 608 SOUP/SALAD LUNCH 3628 3628 1900 438 56621 41333 15288 800 2105 7380 10300 1046 21631 -6343 1 ST JOSEPH'S HEALTH SERVICES INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 501(C)(3) 83620 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS TO THE HOSPITAL IN ALIGNMENT WITH THEIR MISSION AND PROGRAM SERVICE GOALS. 0 0 0 0 0 0 0 0 0 KRISTIE J MCCOIC ADMINISTRATOR 0 182365 0 0 0 3888 0 27457 0 21073 0 234783 0 0 PART I, LINE 3 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. FORM 990, PART VI, SECTION A, LINE 2 ANN WONG AND KIRBY WONG HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A UNDER THE GOVERNING DOCUMENTS OF THE FOUNDATION, ST. JOSEPH'S HEALTH SERVICES, INC. APPOINTS ITS CHIEF EXECUTIVE OFFICER AS A VOTING MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE APPROVAL OR ACTION OF THE BOARD MEMBERS OF ST. JOSEPH'S HEALTH SERVICES, INC. IS REQUIRED FOR THE FOLLOWING MATTERS: 1. THE MORTGAGE, PURCHASE, LEASE (AS LESSOR OR LESSEE), OR SALE OF CORPORATE REAL ESTATE; CONTRACTING FOR MAJOR CONSTRUCTION; INCURRING OF ANY INDEBTEDNESS ON BEHALF OF THE CORPORATION, EXCEPT FOR CURRENT OPERATING EXPENSE AND FOR PURCHASE OF CAPITAL EQUIPMENT REQUIRED IN THE ORDINARY COURSE OF OPERATIONS. 2. AUTHORIZING THE AMENDMENT OF OR AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS OF ST. JOSEPH'S MEMORIAL FOUNDATION, INC. 3. THE ELECTION OF DIRECTORS TO AND THE REMOVAL OF DIRECTORS FROM THE BOARD OF DIRECTORS OF ST. JOSEPH'S MEMORIAL FOUNDATION, INC. 4. THE APPOINTMENT AND REMOVAL OF OFFICERS OF ST. JOSEPH'S MEMORIAL FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AT ITS REGULARLY SCHEDULED BOARD MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ST. JOSEPH'S MEMORIAL FOUNDATION, INC.'S CONFLICT OF INTEREST POLICY REQUIRES ALL OFFICERS AND DIRECTORS TO SIGN ITS ANNUAL DISCLOSURE STATEMENT. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE BOARD OF DIRECTORS OF THE FOUNDATION AS WELL AS THE BOARD OF DIRECTORS OF ST. JOSEPH'S HEALTH SERVICES, INC., NOTING ANY RELATIONSHIPS THAT COULD POTENTIALLY CREATE A CONFLICT OF INTEREST. ALL NOTED CONFLICTS ARE DISCLOSED ANNUALLY TO THE BOARD AND ANY MEMBERS OF THE BOARD WITH CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON THOSE ISSUES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. BELLIN GUNDERSEN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 920504278 PARENT WI 501(C)(3) LINE 12B, II N/A 0 BELLIN HEALTH SYSTEMS INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512904 SUPPORT OF HEALTHCARE ORGANIZATIONS WI 501(C)(3) LINE 12B, II BELLIN GUNDERSEN HEALTH SYSTEMS INC 1 BELLIN COLLEGE INC 3201 EATON ROAD GREEN BAY WI 54311 391620530 NURSING AND RADIOLOGIC SCIENCE COLLEGE WI 501(C)(3) LINE 2 BELLIN HEALTH SYSTEMS INC 1 LAKE MICHIGAN HEALTH SERVICES INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 391512903 SUPPORT PURPOSES OF BELLIN MEMORIAL HOSPITAL WI 501(C)(3) LINE 12B, II BELLIN HEALTH SYSTEMS INC 1 THE BELLIN HEALTH FOUNDATION INC PO BOX 23400 GREEN BAY WI 54301 391809171 FOUNDATION WI 501(C)(3) LINE 7 BELLIN HEALTH SYSTEMS INC 1 BELLIN PSYCHIATRIC CENTER INC PO BOX 23725 GREEN BAY WI 54305 391657627 PSYCHIATRIC HOSPITAL WI 501(C)(3) LINE 3 BELLIN HEALTH SYSTEMS INC 1 BELLIN MEMORIAL HOSPITAL INC 744 SOUTH WEBSTER AVE GREEN BAY WI 54301 390884478 HEALTH CARE WI 501(C)(3) LINE 3 BELLIN HEALTH SYSTEMS INC 1 OCONTO HOSPITAL & MEDICAL CENTER INC 820 ARBUTUS AVENUE OCONTO WI 54153 061745397 HEALTH CARE WI 501(C)(3) LINE 3 BELLIN MEMORIAL HOSPITAL INC 1 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391866425 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12B, II BELLIN GUNDERSEN HEALTH SYSTEMS INC 1 GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN CLINIC LTD 1910 SOUTH AVENUE LA CROSSE WI 54601 391028657 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391606449 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12B, II GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 FOUNDATION WI 501(C)(3) LINE 7 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 HARMONY COMMUNITY HEALTHCARE INC 815 MAIN AVENUE S HARMONY MN 55939 410711606 HEALTH CARE MN 501(C)(3) LINE 10 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TWEETEN LUTHERAN HEALTHCARE CENTER INC 125 FIFTH AVENUE SE SPRING GROVE MN 55974 411565003 HEALTH CARE MN 501(C)(3) LINE 10 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TRI-STATE AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54601 391965415 MEDICAL TRANSPORTATION WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TRI-STATE REGIONAL AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391962965 MEDICAL TRANSPORTATION WI 501(C)(3) LINE 11 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 LUTHERAN REAL ESTATE HOLDING CORP 1910 SOUTH AVENUE LA CROSSE WI 54601 391480826 HOUSING WI 501(C)(3) LINE 12C, III-FI GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 COMMUNITY HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391586700 INDEPENDENT LIVING WI 501(C)(3) LINE 10 LUTHERAN REAL ESTATE HOLDING CORP 1 LUTHERAN HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391751934 INDEPENDENT LIVING WI 501(C)(3) LINE 10 LUTHERAN REAL ESTATE HOLDING CORP 1 TRI-COUNTY MEMORIAL HOSPITAL INC 18601 LINCOLN STREET WHITEHALL WI 54773 390704510 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 TRI-COUNTY MEMORIAL FOUNDATION INC 18601 LINCOLN STREET WHITEHALL WI 54773 300093022 FOUNDATION WI 501(C)(3) LINE 12A, I TRI-COUNTY MEMORIAL HOSPITAL INC 1 MEMORIAL HOSPITAL OF BOSCOBEL 205 PARKER STREET BOSCOBEL WI 53805 390845590 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 PALMER LUTHERAN HEALTH CENTER 112 JEFFERSON STREET WEST UNION IA 52175 421320763 HEALTH CARE IA 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 MEMORIAL HEALTHCARE FOUNDATION INC PO BOX 40 FRIENDSHIP WI 53934 391775074 FOUNDATION WI 501(C)(3) LINE 12A, I MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC 1 MOUNDVIEW MEMORIAL HOSPITAL & CLINICS INC 402 W LAKE STREET FRIENDSHIP WI 53934 390944012 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 SAINT ELIZABETH'S HOSPITAL OF WABASHA 1200 GRANT BLVD WEST WABASHA MN 55981 410693877 HEALTH CARE MN 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 ST JOSEPH'S HEALTH SERVICES INC 400 WATER AVENUE HILLSBORO WI 54634 390929538 HEALTH CARE WI 501(C)(3) LINE 3 GUNDERSEN LUTHERAN HEALTH SYSTEM INC 1 BEL-REGIONAL HOME MEDICAL INC 617 S ROOSEVELT GREEN BAY WI 54301 391504766 DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY, FITNESS WI N/A C 0 BG ASSURANCE COMPANY 20 GENESIS CLOSE PO BOX 30600 GEORGE TOWN GRAND CAYMAN, KY1 CJ SELF INSURANCE CJ N/A C 0 GUNDERSEN EDGE LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 921783811 INNOVATION WI N/A C 0 GUNDERSEN LUTHERAN ENVISION LLC 1836 SOUTH AVENUE LA CROSSE WI 54601 264706546 RENEWABLE ENERGY WI N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ST JOSEPH'S HEALTH SERVICES INC B 83620 CASH THE TAXPAYER HAS ROUTINELY MET FILING REQUIREMENTS FOR FORM 990 AND INFORMATION REPORTING ON A TIMELY BASIS. THE LATE FILING OF FORM 990 FOR THE YEAR ENDED SEPTEMBER 30, 2024 WAS AN IRREGULARITY. THE ORGANIZATION RELIED UPON THEIR PAID PREPARER TO FILE THE EXTENSION BY THE ORIGINAL DUE DATE (FEBRUARY 15, 2025). THE PAID PREPARER USES A COMBINATION OF TAX SOFTWARE AND A FILE TRACKING SOFTWARE TO RECORD COMPLETION OF RETURNS. THERE WAS AN INTERNAL ERROR AND THE PAID PREPARER MISTAKENLY RECORDED THE EXTENSION AS COMPLETED; HOWEVER, IT WAS NOT AND THE RETURN AS A RESULT IS BEING FILED LATE. BASED ON THE HISTORY OF ROUTINE COMPLIANCE, WE RESPECTFULLY REQUEST THAT ANY PROPOSED INTEREST AND PENALTIES ABATED AND THE IRS RECOGNIZE REASONABLE CAUSE IN DOING SO.