2025-08-14T15:36:53+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2023-10-01 391866425 Gundersen Lutheran Health System Inc GUND 6087827300 1836 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 SCOTT RATHGABER MD CEO 2025-08-14 true Emily Beckerman P01765498 3128792000 2025-08-06 2023 2025-03-06 01:10:19Z SCOTT RATHGABER MD 1836 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 5436536 false X WWW.GUNDERSENHEALTH.ORG X 1996 SEE SCHEDULE O 6 0 0 0 0 0 0 5400000 0 0 0 0 75099 36536 75099 5436536 0 0 0 0 0 0 0 0 0 750 0 750 0 74349 5436536 45450723 55653557 20399 0 45430324 55653557 SEE SCHEDULE O false false 0 0 0 GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. PROVIDES SUPPORT TO AN INTEGRATED HEALTH SYSTEM WITH LOCAL ACCESS IN THE PRIMARILY RURAL REGION OF WEST CENTRAL WISCONSIN, SOUTHEAST MINNESOTA AND NORTHEAST IOWA. GUNDERSEN LUTHERAN HEALTH SYSTEM INC.'S AFFILIATES COMPREHENSIVE RANGE OF SERVICES INCLUDE INPATIENT, CLINICAL BEHAVIORAL HEALTH, DIAGNOSTIC, EMERGENCY AND OTHER SERVICES IN NUMEROUS MEDICAL SPECIALTIES. 0 true true false true false false false false false false true false true false 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 true true true false false true X 0 0 0 false false false false false false false false false false false false X 6 0 false false false false true false false true true false false true true true true true true true true false WI X JOHN CEELEN 6087827300 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 ANDREA HAUSER RN BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP 2.0 48.0 X X 0 281106 57300 BRYAN ERDMANN BOARD OF TRUSTEES - CHIEF OPERATING OFFICER 2.0 48.0 X X 0 409876 74345 HEATHER SCHIMMERS RN BOARD OF TRUSTEES - PRESIDENT 2.0 48.0 X X 0 746172 68378 SCOTT RATHGABER MD BOARD OF TRUSTEES, CEO, CHAIRMAN 2.0 48.0 X X 0 1644221 68728 TODD KOWALSKI MD BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER 2.0 48.0 X X 0 538862 74320 JENNIFER KLEVEN MD BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF (BEGIN 1/23) 2.0 48.0 X 0 380649 49697 CHRISTINE WALLER MD MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE 2.0 48.0 X 0 542453 79048 DANIEL LILLY SECRETARY 2.0 48.0 X 0 567316 69978 JOHN CEELEN CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24) 2.0 48.0 X 0 0 0 JONATHAN ZLABEK MD MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23) 2.0 48.0 X 0 408248 63534 KELLEY BAHR MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 2.0 48.0 X 0 427994 45544 KRAIG SCHUSTER ADMIN VICE PRESIDENT, COMMUNITY 2.0 48.0 X 0 306457 57554 MARILU BINTZ MD MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23) 2.0 48.0 X 0 539145 53893 MARY KUFFEL MD INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23) 2.0 48.0 X 0 281919 11860 MICHAEL MCKEE ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 2.0 48.0 X 0 281060 70085 MICHELLE MICKA ASSISTANT TREASURER (BEGIN 3/24) 2.0 48.0 X 0 198978 37796 PETER VANDENHOUTEN ASSISTANT SECRETARY (BEGIN 3/24) 2.0 48.0 X 0 612071 75482 RACHEL ALBRECHT ADMIN VP, AMBULATORY SERVICES 2.0 48.0 X 0 235056 56420 ROBERT HOLNESS MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24) 2.0 48.0 X 0 530255 67228 ROBYN BORGE MD MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24) 2.0 48.0 X 0 320728 47055 STEPHANIE NEUMAN MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 2.0 48.0 X 0 553168 72920 STEVE LITTLE INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) 2.0 48.0 X 0 333317 0 TINA LECHNIR ADMIN VP, CROSS-FUNCTIONAL CARE 2.0 48.0 X 0 235892 56444 ANDREA WERNER CHIEF POPULATION OFFICER 0.0 50.0 X 0 365199 27093 LEANNE ANDERSEN CHIEF PEOPLE OFFICER 0.0 50.0 X 0 564301 63599 LISA HARTON CHIEF QUALITY OFFICER 0.0 50.0 X 0 397926 29182 MICHAEL DOLAN MD SOUTHERN CHIEF CLINICAL OFFICER 0.0 50.0 X 0 641369 73420 PRAVEEN CHOPRA CHIEF DIGITAL AND INFORMATION OFFICER 0.0 50.0 X 0 654982 70973 WILLIAM FARRELL CHIEF INNOVATION & STRATEGY OFFICER 0.0 50.0 X 0 628350 45544 DOUGLAS HUGHES MD MEDICAL DOCTOR 0.0 50.0 X 0 1117078 54028 JEFFREY M LAWRENCE MD MEDICAL DOCTOR 0.0 50.0 X 0 1235980 67228 JERRY DAVIS MD MEDICAL DOCTOR 0.0 50.0 X 0 1155808 54028 MARK S TOPOLSKI MD MEDICAL DOCTOR 0.0 50.0 X 0 1324346 68228 STEVEN WHITFORD MD MEDICAL DOCTOR 0.0 50.0 X 0 1056501 70228 ELLEN PEDRETTI-FENDT VP APPLICATION SERVICES 0.0 50.0 X 0 220508 58022 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 0.0 50.0 X 0 381846 66826 GERALD OETZEL FORMER CHIEF FINANCIAL OFFICER 0.0 0.0 X 0 555068 18108 JANINE LUZ VICE PRESIDENT LEARNING 0.0 50.0 X 0 285213 58985 KARI ADANK VICE PRESIDENT COMPLIANCE 0.0 50.0 X 0 306012 70013 KRISTER MATTSON VP ENTERPRISE ANALYTICS 0.0 50.0 X 0 357728 57201 P MICHAEL JACOBS MD MEDICAL VICE PRESIDENT 0.0 50.0 X 0 209528 38355 PAMELA MAAS FORMER VICE PRESIDENT BUSINESS SERVICES 0.0 0.0 X 0 119446 0 SHANNON MULLIGAN VP HR & TOTAL REWARDS 0.0 50.0 X 0 330284 51715 STEPHANIE CARROLL MD MEDICAL VICE PRESIDENT 0.0 50.0 X 0 312603 65146 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 0.0 50.0 X 0 519488 69648 0 23114507 2435179 0 true true false 0 5400000 5400000 0 0 0 0 0 0 0 0 0 INCOME TAXES 541213 36536 36536 0 0 0 0 36536 5436536 0 0 36536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 372301 379158 0 0 0 0 0 0 0 0 0 0 4179325 4180214 0 40899097 51094185 45450723 55653557 20399 0 0 0 0 0 20399 0 X 45430324 55653557 45430324 55653557 45450723 55653557 X 5436536 4786697 X false true X true false X X 20 COMMUNITY HOUSING OF LA CROSSE INC 391586700 9 true 0 0 GUNDERSEN CLINIC LTD 391028657 3 true 0 0 GUNDERSEN LUTHERAN MEDICAL CENTER INC 390813416 3 true 0 0 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 391249705 7 true 0 0 HARMONY COMMUNITY HEALTH CARE INC 410711606 9 true 0 0 LUTHERAN HOUSING OF LA CROSSE INC 391751934 9 true 0 0 MEMORIAL HOSPITAL OF BOSCOBEL 390845590 3 true 0 0 PALMER LUTHERAN HEALTH CENTER INC 421320763 3 true 0 0 ST JOSEPH HEALTH SERVICES INC 390929538 3 true 0 0 TRI-COUNTY MEMORIAL HOSPITAL INC 390704510 3 true 0 0 TRI-STATE AMBULANCE INC 391965415 3 true 0 0 TRI-STATE REGIONAL AMBULANCE INC 391962965 9 true 0 0 TWEETEN LUTHERAN HEALTHCARE CENTER INC 411565003 9 true 0 0 MOUNDVIEW MEMORIAL HOSPITALS & CLINICS 390944012 3 true 0 0 SAINT ELIZABETH'S HOSPITAL OF WABASHA INC 410693877 3 true 0 0 BELLIN MEMORIAL HOSPITAL INC 390884478 3 true 0 0 BELLIN PSYCHIATRIC CENTER INC 391657627 3 true 0 0 OCONTO HOSPITAL & MEDICAL CENTER INC 061745397 3 true 0 0 BELLIN COLLEGE INC 391620530 2 true 0 0 THE BELLIN HEALTH FOUNDATION INC 391809171 7 true 0 0 20 0 0 true false false false false true false false false false false false false false false true Schedule A, Part I, Line 12g supported organization(s) GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. PROVIDES SUPPORT TO EACH OF THE ORGANIZATIONS LISTED; HOWEVER, SUCH SERVICES CANNOT BE EASILY QUANTIFIED IN DOLLAR-BASED TERMS. Schedule A, Part IV, Section A, Line 6 Support to other supported orgs SERVICES PROVIDED BY SUPPORTING, OPERATING FOR BENEFIT OF, PERFORMING THE FUNCTIONS OF, AND CARRYING OUT THE CHARITABLE PURPOSES OF GUNDERSEN LUTHERAN HEALTH SYSTEM AFFILIATES. THE ORGANIZATION SUPPORTS THE GUNDERSEN LUTHERAN HEALTH SYSTEM AFFILIATES' PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH, AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 429679 0 429679 0 3008234408 0 3008664087 0 1000000 0 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 380642 242027 276873 429679 1329221 250000 250000 250000 250000 1000000 1500000 0 0 0 0 Schedule C, Part II-A Line 2a The 4-year average period includes the current and 4 prior tax periods, which includes a short year period from January 1, 2023, through September 30, 2023. The 4 periods included in the average are 2021, 2022, Short Year 2023, and Fiscal Year 2023. GUNDERSEN LUTHERAN ENVISION 4178679 F GUNDERSEN CLINIC, LTD 1535 F 4180214 QUARTZ HEALTH PLAN CORPORATION 16254482 QUARTZ HOLDING COMPANY 33986142 WINONA AREA AMBULANCE SERVICE GUNDERSEN AT HOME 86878 LCM Health Science Center 167988 Due from GLAS 598695 51094185 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote INCOME TAX FOOTNOTE (DOLLARS IN THOUSANDS) THE SYSTEM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), WITH THE EXCEPTION OF GUNDERSEN LUTHERAN ENVISION, LLC, AND GUNDERSEN EDGE, LLC, WHICH ARE FOR-PROFIT ENTITIES. At September 30, 2024 and 2023, net deferred tax assets of $11,395 and $10,512, respectively, which primarily are related to net operating loss carryforwards, have valuation allowances of $11,395 and $10,512, respectively, recorded against them due to the uncertainty of realizing those benefits in the future. At September 30, 2024, the System's federal net operating loss carryforwards were approximately $43,489, and the state net operating loss carryforwards were approximately $41,989, which will expire between 2032 and 2041. The System has reviewed its tax positions for all open years and has concluded that no liabilities exist for uncertain tax positions. The System's income tax returns are no longer subject to examination for 2018 and prior years. true true false false false false false false false SCOTT RATHGABER MD BOARD OF TRUSTEES, CEO, CHAIRMAN 0 1274504 0 200000 0 169717 0 45225 0 23503 0 1712949 0 0 HEATHER SCHIMMERS RN BOARD OF TRUSTEES - PRESIDENT 0 579789 0 160770 0 5613 0 45225 0 23153 0 814550 0 0 BRYAN ERDMANN BOARD OF TRUSTEES - CHIEF OPERATING OFFICER 0 408646 0 0 0 1230 0 45225 0 29120 0 484221 0 0 ANDREA HAUSER RN BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP 0 276740 0 0 0 4366 0 39569 0 17731 0 338406 0 0 TODD KOWALSKI MD BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER 0 536271 0 2000 0 591 0 45225 0 29095 0 613182 0 0 JENNIFER KLEVEN MD BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF (BEGIN 1/23) 0 379467 0 0 0 1182 0 44720 0 4977 0 430346 0 0 GERALD OETZEL FORMER CHIEF FINANCIAL OFFICER 0 480094 0 70000 0 4974 0 12220 0 5888 0 573176 0 0 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 0 518186 0 0 0 1302 0 45225 0 24423 0 589136 0 0 ROBYN BORGE MD MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24) 0 314833 0 0 0 5895 0 44736 0 2319 0 367783 0 0 DANIEL LILLY SECRETARY 0 501033 0 60000 0 6283 0 45225 0 24753 0 637294 0 0 STEVE LITTLE INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) 0 258317 0 75000 0 0 0 0 0 0 0 333317 0 0 MICHELLE MICKA ASSISTANT TREASURER (BEGIN 3/24) 0 171454 0 25000 0 2524 0 24369 0 13427 0 236774 0 0 PETER VANDENHOUTEN ASSISTANT SECRETARY (BEGIN 3/24) 0 384456 0 189505 0 38110 0 63919 0 11563 0 687553 0 37336 MARY KUFFEL MD INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23) 0 244971 0 0 0 36948 0 10186 0 1674 0 293779 0 0 MICHAEL MCKEE ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 0 279802 0 0 0 1258 0 41528 0 28557 0 351145 0 0 KRAIG SCHUSTER ADMIN VICE PRESIDENT, COMMUNITY 0 302204 0 0 0 4253 0 44080 0 13474 0 364011 0 0 RACHEL ALBRECHT ADMIN VP, AMBULATORY SERVICES 0 227280 0 0 0 7776 0 34017 0 22403 0 291476 0 0 KELLEY BAHR MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 0 422667 0 0 0 5327 0 45225 0 319 0 473538 0 0 MARILU BINTZ MD MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23) 0 501038 0 0 0 38107 0 45225 0 8668 0 593038 0 0 ROBERT HOLNESS MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24) 0 524004 0 1000 0 5251 0 45225 0 22003 0 597483 0 0 TINA LECHNIR ADMIN VP, CROSS-FUNCTIONAL CARE 0 225630 0 0 0 10262 0 33441 0 23003 0 292336 0 0 STEPHANIE NEUMAN MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 0 552920 0 0 0 248 0 45225 0 27695 0 626088 0 0 CHRISTINE WALLER MD MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE 0 537003 0 0 0 5450 0 45225 0 33823 0 621501 0 0 JONATHAN ZLABEK MD MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23) 0 388611 0 4000 0 15637 0 45201 0 18333 0 471782 0 0 KARI ADANK VICE PRESIDENT COMPLIANCE 0 258914 0 46000 0 1098 0 44381 0 25632 0 376025 0 0 STEPHANIE CARROLL MD MEDICAL VICE PRESIDENT 0 312018 0 0 0 585 0 38790 0 26356 0 377749 0 0 ERIC DEHN VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN 0 301856 0 79250 0 740 0 45225 0 21601 0 448672 0 0 JANINE LUZ VICE PRESIDENT LEARNING 0 235089 0 45000 0 5124 0 41054 0 17931 0 344198 0 0 KRISTER MATTSON VP ENTERPRISE ANALYTICS 0 299275 0 58000 0 453 0 39590 0 17611 0 414929 0 0 SHANNON MULLIGAN VP HR & TOTAL REWARDS 0 272825 0 53000 0 4459 0 41582 0 10133 0 381999 0 0 ELLEN PEDRETTI-FENDT VP APPLICATION SERVICES 0 219171 0 0 0 1337 0 32432 0 25590 0 278530 0 0 P MICHAEL JACOBS MD MEDICAL VICE PRESIDENT 0 159868 0 0 0 49660 0 30266 0 8089 0 247883 0 0 PAMELA MAAS FORMER VICE PRESIDENT BUSINESS SERVICES 0 0 0 0 0 119446 0 0 0 0 0 119446 0 0 LEANNE ANDERSEN CHIEF PEOPLE OFFICER 0 460498 0 99114 0 4689 0 41063 0 22536 0 627900 0 0 PRAVEEN CHOPRA CHIEF DIGITAL AND INFORMATION OFFICER 0 559970 0 50000 0 45012 0 45225 0 25748 0 725955 0 0 MICHAEL DOLAN MD SOUTHERN CHIEF CLINICAL OFFICER 0 635594 0 4000 0 1775 0 45225 0 28195 0 714789 0 0 WILLIAM FARRELL CHIEF INNOVATION & STRATEGY OFFICER 0 481600 0 141200 0 5550 0 45225 0 319 0 673894 0 0 LISA HARTON CHIEF QUALITY OFFICER 0 333861 0 63651 0 414 0 18933 0 10249 0 427108 0 0 ANDREA WERNER CHIEF POPULATION OFFICER 0 306068 0 58357 0 774 0 16382 0 10711 0 392292 0 0 JERRY DAVIS MD MEDICAL DOCTOR 0 1048863 0 0 0 106945 0 32025 0 22003 0 1209836 0 0 DOUGLAS HUGHES MD MEDICAL DOCTOR 0 1112004 0 0 0 5074 0 32025 0 22003 0 1171106 0 0 JEFFREY M LAWRENCE MD MEDICAL DOCTOR 0 1229704 0 0 0 6276 0 45225 0 22003 0 1303208 0 0 MARK S TOPOLSKI MD MEDICAL DOCTOR 0 1317080 0 2000 0 5266 0 45225 0 23003 0 1392574 0 0 STEVEN WHITFORD MD MEDICAL DOCTOR 0 1049337 0 2000 0 5164 0 45225 0 25003 0 1126729 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Schedule J, Part I, Line 4a Severance or change-of-control payment PAMELA MAAS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR PURSUANT TO A CONFIDENTIAL SEVERANCE AGREEMENT. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BELLIN MEMORIAL HOSPITAL, A RELATED PARTY, HAS A DEFERRED COMPENSATION PLAN FOR SELECTED EXECUTIVES. PETER VANDENHOUTEN PARTICIPATED IN THE 457(F) PLAN. THE FOLLOWING INDIVIDUAL, LISTED ON PART VII OF FORM 990, HAD THE FOLLOWING AMOUNTS DISTRIBUTED DURING CALENDAR YEAR 2023: PETER VANDENHOUTEN $37,336 Schedule J, Part II LEASED EMPLOYEES AND MANAGEMENT SERVICES GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. PROVIDES LEASED EMPLOYEES AND MANAGEMENT SERVICES TO GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. THEREFORE, THE AMOUNTS REPORTED ON SCHEDULE J REPRESENT REIMBURSEMENTS TO GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. Form 990, Part I, Line 1 BRIEF MISSION PURPOSE OF PROMOTING HEALTH CARE BY SUPPORTING, OPERATING FOR THE BENEFIT OF, PERFORMING THE FUNCTIONS OF AND CARRYING OUT THE CHARITABLE PURPOSES OF GLHS, INC.'S AFFILIATES AS LONG AS SUCH ORGANIZATIONS ARE DESCRIBED IN SECTION 501(C)(3) AND SECTIONS 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. Form 990, Part III, Line 1 ORGANIZATION'S MISSION TO SUPPORT GUNDERSEN LUTHERAN MEDICAL CENTER, INC. AND GUNDERSEN CLINIC, LTD. AND/OR THEIR AFFILIATES' PROGRAMS OF HEALTH CARE, MEDICAL EDUCATION, MEDICAL RESEARCH AND COMMUNITY HEALTH PROMOTION ACTIVITIES WITHIN THE MEANING OF SEC 509(A)(3) OF THE IRC; TO ENGAGE IN ACTIVITIES RELATING TO THE AFOREMENTIONED PURPOSES, INCLUDING THE POWER TO ACQUIRE/RECEIVE FUNDS AND PROPERTY OF EVERY KIND AND TO INVEST IN, RECEIVE, HOLD, USE AND DISPOSE OF ALL PROPERTY, REAL OR PERSONAL, TO CARRY INTO EFFECT THE AFOREMENTIONED PURPOSES. Form 990, Part V, Line 1a AND 2 ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. AND ALL PAYMENTS TO VENDORS ARE MADE BY GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. HENCE LINES 1 & 2 INDICATE ZERO (0) FILINGS. Form 990, Part VI, Line 15 A AND B - PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL ALL PERSONNEL SERVICES FOR GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. ARE PERFORMED BY EMPLOYEES OF GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. THE COMPENSATION OF THE CEO IS DETERMINED ANNUALLY BY A COMMITTEE MADE UP OF THE COMMUNITY MEMBERS OF THE BOARD OF TRUSTEES. THEIR DETERMINATION IS MADE AFTER A REVIEW OF MARKET DATA OBTAINED FROM SEVERAL ORGANIZATIONS AND CEO PERFORMANCE. MEETING MINUTES ARE TAKEN WHERE SUCH DISCUSSIONS TAKE PLACE. RECOMMENDATIONS FOR COMPENSATION FOR THE ORGANIZATION'S KEY MANAGEMENT EMPLOYEES ARE DEVELOPED ANNUALLY BY THE CEO, AFTER REVIEW OF PERFORMANCE AND COMPARABLE MARKET DATA. THE PROPOSED SALARIES ARE INDEPENDENTLY REVIEWED BY AN OUTSIDE AUDITING FIRM. THE COMPENSATION RECOMMENDATIONS, AUDIT REPORTS, 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, Line 6 Classes of members or stockholders BELLIN GUNDERSEN HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WILL BE AVAILABLE FOR ALL BOARD MEMBERS BEFORE FILING AND UPON FURTHER REVIEW BY THE CFO, VICE-PRESIDENT OF FINANCE OR DIRECTOR OF FINANCE, THE 990S ARE APPROVED AND FILED. Form 990, Part VI, Line 12c Conflict of interest policy EACH MEMBER OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S GOVERNING BOARD SIGNS A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. CONFLICTS ARE MONITORED BY REVIEWING ANY DISCLOSURES MADE ON THESE STATEMENTS. Form 990, Part VI, Line 19 Required documents available to the public REQUESTS FOR ALL DOCUMENTS ARE MADE THROUGH THE LEGAL DEPARTMENT, AND APPROPRIATE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION IN THE LEGAL DEPARTMENT. A COPY OF THE GUNDERSEN LUTHERAN HEALTH SYSTEM, INC.'S FORM 990 CAN ALSO BE FOUND ELECTRONICALLY ON WWW.GUIDESTAR.ORG. Form 990, Part VII, Section A, Line 1a, Column (C) FORMER REPORTING THE FOLLOWING INDIVIDUALS ARE NO LONGER CONSIDERED OFFICERS FOR PURPOSES OF FORM 990 REPORTING: STEPHEN SHAPIRO, MD THE FOLLOWING INDIVIDUALS ARE NO LONGER CONSIDERED KEY EMPLOYEES FOR PURPOSES OF FORM 990 REPORTING: ERIC DEHN KRISTER MATTSON SHANNON MULLIGAN STEPHANIE CARROLL, MD KARI ADANK JANINE LUZ ELLEN PEDRETTI-FENDT P MICHAEL JACOBS, MD Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY OF GUNDERSEN LUTHERAN ENVISION - -124295; EQUITY OF GUNDERSEN AT HOME - -20427; EQUITY IN WINONA AMBULANCE - -42033; EQUITY OF UNCONSOLIDATED AFFILIATES - 4973452; GUNDERSEN LUTHERAN MEDICAL CENTER INC 1910 SOUTH AVENUE LA CROSSE WI 54601 390813416 HEALTHCARE WI 501(c)(3) 3 GLHS true GUNDERSEN CLINIC LTD 1836 SOUTH AVENUE LA CROSSE WI 54601 391028657 HEALTHCARE WI 501(c)(3) 3 GLHS true GUNDERSEN LUTHERAN ADM SERVICES INC 1910 SOUTH AVENUE LA CROSSE WI 54601 391606449 SUPPORTING ORG WI 501(c)(3) Type II GLHS true GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1836 SOUTH AVENUE LA CROSSE WI 54601 391249705 FOUNDATION WI 501(c)(3) 7 GLHS true TRI-COUNTY MEMORIAL HOSPITAL INC 18601 LINCOLN STREET WHITEHALL WI 54773 390704510 HEALTHCARE WI 501(c)(3) 3 GLHS true HARMONY COMMUNITY HEALTHCARE INC 815 MAIN AVENUE HARMONY MN 55939 410711606 HEALTHCARE MN 501(c)(3) 10 GLHS true TWEETEN LUTHERAN HEALTHCARE CENTER INC 125 FIFTH AVENUE SE SPRING GROVE MN 55974 411565003 HEALTHCARE MN 501(c)(3) 10 GLHS true TRI-STATE AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391965415 MEDICAL TRANSPORT WI 501(c)(3) 3 GLHS true TRI-STATE REGIONAL AMBULANCE INC 235 CAUSEWAY BLVD LA CROSSE WI 54603 391962965 MEDICAL TRANSPORT WI 501(c)(3) 10 GLHS true LUTHERAN REAL ESTATE HOLDING CORPORATION 1910 SOUTH AVENUE LA CROSSE WI 54601 391480826 HOUSING WI 501(c)(3) Type III-FI GLHS true COMMUNITY HOUSING OF LA CROSSE INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391586700 INDEPENDENT LIVING WI 501(c)(3) 10 LREH CORP true 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