2026-08-14T10:11:21+00:00 2025-09-30 135565207 KPMG LLP 200 EAST RANDOLPH DRIVE SUITE 5500 CHICAGO IL 606016436 990 2024-10-01 391866425 GUNDERSEN LUTHERAN HEALTH SYSTEM INC GUND 6087827300 1836 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 JOHN CEELEN CFO 2026-08-14 true ZELJKO POPOVIC P01795951 3126651000 2026-08-14 2024 2025-03-06 01:10:19Z SCOTT RATHGABER MD 1836 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 7500000 false X WWW.GUNDERSENHEALTH.ORG X 1996 WI 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. 6 0 0 0 0 0 5400000 7500000 0 0 0 0 36536 0 5436536 7500000 0 0 0 0 0 0 0 5436536 7500000 55653557 60334937 0 7372901 55653557 52962036 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. 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 false true false true true true false true false false true 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 true true false false true 0 0 0 false false false false false false false false false false false false X 6 0 false false false false true false true true true false false false true true true true true true false false false false WI X JOHN CEELEN 6087827300 1900 SOUTH AVENUE NCA1-01 LA CROSSE WI 54601 ANDREA HAUSER RN BOARD OF TRUSTEES, VICE PRESIDENT, ACUTE CARE LA CROSSE & SYSTEM CNO 2.0 48.0 X X 0 289058 64092 BRYAN ERDMANN BOARD OF TRUSTEES, CHIEF OPERATING OFFICER 2.0 48.0 X X 0 443670 76190 HEATHER SCHIMMERS RN BOARD OF TRUSTEES, PRESIDENT 2.0 48.0 X X 0 841877 72275 SCOTT RATHGABER MD BOARD OF TRUSTEES, CHAIRMAN, CEO 2.0 48.0 X X 0 1324275 73275 TODD KOWALSKI MD BOARD OF TRUSTEES, MEDICAL CHIEF OPERATING OFFICER 2.0 48.0 X X 0 557485 77690 JENNIFER KLEVEN MD BOARD OF TRUSTEES 2.0 48.0 X 0 405613 52221 CHRISTINE WALLER MD MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 2.0 48.0 X 0 560569 83319 DANIEL LILLY SECRETARY, CHIEF LEGAL OFFICER 2.0 48.0 X 0 617635 74467 JOHN CEELEN TREASURER, CHIEF FINANCIAL OFFICER 2.0 48.0 X 0 728316 54052 KELLEY BAHR MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 2.0 48.0 X 0 442809 71967 KRAIG SCHUSTER VICE PRESIDENT 2.0 48.0 X 0 316352 58202 MICHAEL MCKEE VICE PRESIDENT 2.0 48.0 X 0 290401 71251 MICHELLE MICKA VICE PRESIDENT, FINANCE & ACCOUNTING 2.0 48.0 X 0 379411 72275 PETER VANDENHOUTEN SR VP LEGAL COUNSEL 2.0 48.0 X 0 629937 85132 RACHEL ALBRECHT VICE PRESIDENT 2.0 48.0 X 0 245331 56807 ROBERT HOLNESS MD MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS 2.0 48.0 X 0 637179 64017 ROBYN BORGE MD MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE 2.0 48.0 X 0 443350 48639 STEPHANIE NEUMAN MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 2.0 48.0 X 0 578420 77190 TINA LECHNIR VICE PRESIDENT 2.0 48.0 X 0 245956 58682 ELLEN PEDRETTI-FENDT VICE PRESIDENT, BUSINESS PARTNERING AND SERVICE DELIVERY 0.0 0.0 X 0 228664 59128 ERIC DEHN VICE PRESIDENT, DIGITAL SOLUTIONS AND ENTERPRISE ARCHITECTURE 0.0 50.0 X 0 313406 65708 JANINE LUZ-JENSEN VICE PRESIDENT, TALENT ACQUISITION, TALENT DEVELOPMENT, & LEARNING 0.0 50.0 X 0 246063 52763 KARI ADANK VICE PRESIDENT, COMPLIANCE 0.0 50.0 X 0 269642 60140 KRISTER MATTSON VICE PRESIDENT, ENTERPRISE ANALYTICS AND DATA SCIENCE 0.0 50.0 X 0 305605 56203 MARILU BINTZ MD MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS 0.0 2.0 X 0 261160 38627 SHANNON MULLIGAN VICE PRESIDENT, HR & TOTAL REWARDS 0.0 0.0 X 0 288578 19870 STEPHANIE CARROLL MD MEDICAL VICE PRESIDENT 0.0 50.0 X 0 322275 67169 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 0.0 50.0 X 0 548480 63970 STEVE LITTLE FORMER CHIEF FINANCIAL OFFICER 0.0 0.0 X 0 209856 0 0 12971373 1775321 0 true true false 0 7500000 7500000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7500000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 379158 908771 0 0 0 0 0 0 0 0 0 0 4180214 3812430 0 51094185 55613736 55653557 60334937 0 0 0 7372901 0 7372901 X 55653557 52962036 55653557 52962036 55653557 60334937 X 7500000 -10191521 X false true true false X X 20 COMMUNITY HOUSING OF LA CROSSE INC 391586700 9 false 0 0 GUNDERSEN CLINIC LTD 391028657 3 true 0 0 GUNDERSEN LUTHERAN MEDICAL CENTER INC 390813416 7 true 0 0 GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 391249705 7 false 0 0 HARMONY COMMUNITY HEALTH CARE INC 410711606 9 false 0 0 LUTHERAN HOUSING OF LA CROSSE INC 391751934 9 false 0 0 MEMORIAL HOSPITAL OF BOSCOBEL 390845590 3 false 0 0 PALMER LUTHERAN HEALTH CENTER INC 421320763 3 false 0 0 ST JOSEPH HEALTH SERVICES INC 390929538 3 false 0 0 TRI-COUNTY MEMORIAL HOSPITAL INC 390704510 3 false 0 0 TRI-STATE AMBULANCE INC 391965415 3 false 0 0 TRI-STATE REGIONAL AMBULANCE INC 391962965 9 false 0 0 TWEETEN LUTHERAN HEALTHCARE CENTER INC 411565003 9 false 0 0 MOUNDVIEW MEMORIAL HOSPITALS & CLINICS 390944012 3 false 0 0 SAINT ELIZABETH'S HOSPITAL OF WABASHA INC 410693877 3 false 0 0 BELLIN MEMORIAL HOSPITAL INC 390884478 3 false 0 0 BELLIN PSYCHIATRIC CENTER INC 391657627 3 false 0 0 OCONTO HOSPITAL & MEDICAL CENTER INC 061745397 3 false 0 0 BELLIN COLLEGE INC 391620530 2 false 0 0 THE BELLIN HEALTH FOUNDATION INC 391809171 7 false 0 0 20 0 0 false false false false false true false false false false false false false false false false SCHEDULE A, PART I, LINE 12G 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. SCHEDULE A, PART IV, SECTION A, LINE 1 SUPPORTED ORGS LISTED BY NAME THE CORPORATION OVERSEES AND SUPPORTS OTHER HEALTH CARE DELIVERY ORGANIZATIONS THAT ARE CLOSELY RELATED TO THE SUPPORTED ORGANIZATIONS, THROUGH COMMON CONTROL, OWNERSHIP, OR MANAGEMENT (EACH A "QUALIFIED AFFILIATE CORPORATION, COLLECTIVELY, THE "QUALIFIED AFFILIATE CORPORATIONS"), WHOSE ACTIVITIES ALSO SUPPORT THE EXEMPT PURPOSES OF ONE OR MORE OF THE SUPPORTED ORGANIZATION. EACH QUALIFIED AFFILIATE CORPORATION SHALL BE A PUBLIC CHARITY AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND FURTHER DESCRIBED IN EITHER SECTIONS 509(A)(1) OR 509(A)(2) OF THE CODE, AND ARE OPERATED, SUPERVISED, AND/OR CONTROLLED DIRECTLY BY OR IN CONNECTION WITH ONE OR MORE OF THE SUPPORTED ORGANIZATIONS BY AND THROUGH THE CORPORATION ACTING AS A PARENT TO THE INTEGRATED HEALTHCARE SYSTEM, WHICH IS COMPRISED OF THE SUPPORTED ORGANIZATIONS AND THEIR QUALIFIED AFFILIATE CORPORATIONS. SCHEDULE A, PART IV, SECTION C, LINE 1 MAJORITY DIRECTOR DETAIL PURSUANT TO THE BYLAWS OF THE SUPPORTED ORGANIZATIONS, THE CORPORATION EITHER HAS A MAJORITY OF THE SAME DIRECTORS OR TRUSTEES AS THE SUPPORTED ORGANIZATION OR HAS THE POWER TO APPOINT A MAJORITY OF THE DIRECTORS OR TRUSTEES OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEDICAL VICE PRESIDENTS OF ONE OR MORE OF THE SUPPORTED ORGANIZATIONS ARE THE SAME PERSONS WHO ARE THEN SERVING AS THE CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEDICAL VICE PRESIDENTS OF THE CORPORATION AS A RESULT, THE OFFICERS AND DIRECTORS OF THE CORPORATION AND THE OFFICERS AND DIRECTORS OF EACH OF THE SUPPORTED ORGANIZATIONS OVERLAP CONSIDERABLY. ACCORDINGLY, THE OFFICERS AND DIRECTORS OF THE CORPORATION AND THE OFFICERS AND DIRECTORS OF EACH SUPPORTED ORGANIZATION MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. IN THIS WAY, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE CORPORATION'S OPERATIONS, INCLUDING THE DEVELOPMENT OF ITS POLICIES, PROGRAMS, AND ACTIVITIES, INCLUDING ITS INVESTMENT POLICIES, AND OTHERWISE DIRECTING THE USE OF THE CORPORATION'S INCOME AND ASSETS OF THE CORPORATION. IN SUMMARY, THE CORPORATION EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF THE SUPPORTED ORGANIZATION AND A MAJORITY OF THE OFFICERS, DIRECTORS, OR TRUSTEES OF THE SUPPORTED ORGANIZATION IS APPOINTED OR ELECTED, DIRECTLY OR INDIRECTLY, BY THE GOVERNING BODY, MEMBERS OF THE GOVERNING BODY, OR OFFICERS (ACTING IN THEIR OFFICIAL CAPACITY) OF THE CORPORATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 470625 0 470625 0 3192999412 0 3193470037 0 1000000 0 250000 0 0 0 0 1000 1000 1000 1000000 1003000 1504500 242027 276873 429679 470625 1419204 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 SCHEDULE C, PART II-A, LINE 2A, COLUMN (A) 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 2022, SHORT YEAR 2023, FISCAL YEAR 2023, AND FISCAL YEAR 2024. CLOSELY-HELD EQUITY INTERESTS FINANCIAL DERIVATIVES GUNDERSEN LUTHERAN ENVISION 3685747 F GUNDERSEN CLINIC. LTD 1500 F BG ASSURANCE 125183 F 3812430 QUARTZ HEALTH PLAN CORPORATION 19336652 QUARTZ HOLDING COMPANY 36109096 GUNDERSEN AT HOME 0 LCM HEALTH SCIENCE CENTER 167988 DUE FROM GLAS 0 55613736 FEDERAL INCOME TAXES DUE TO GLAS 7372901 7372901 X 0 0 0 0 0 0 0 0 0 0 0 0 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 545809 0 0 0 0 0 0 545809 0 545809 false false true false false false true true false false false false false false false BRYAN ERDMANN BOARD OF TRUSTEES, CHIEF OPERATING OFFICER 0 443062 0 0 0 608 0 48300 0 27890 0 519860 0 0 ANDREA HAUSER RN BOARD OF TRUSTEES, VICE PRESIDENT, ACUTE CARE LA CROSSE & SYSTEM CNO 0 284754 0 0 0 4304 0 40425 0 23667 0 353150 0 0 TODD KOWALSKI MD BOARD OF TRUSTEES, MEDICAL CHIEF OPERATING OFFICER 0 556671 0 0 0 814 0 48300 0 29390 0 635175 0 0 SCOTT RATHGABER MD BOARD OF TRUSTEES, CHAIRMAN, CEO 0 1278368 0 0 0 45907 0 48300 0 24975 0 1397550 0 0 HEATHER SCHIMMERS RN BOARD OF TRUSTEES, PRESIDENT 0 638010 0 198913 0 4954 0 48300 0 23975 0 914152 0 0 JENNIFER KLEVEN MD BOARD OF TRUSTEES 0 404840 0 0 0 773 0 47659 0 4562 0 457834 0 0 STEVE LITTLE FORMER CHIEF FINANCIAL OFFICER 0 209856 0 0 0 0 0 0 0 0 0 209856 0 0 RACHEL ALBRECHT VICE PRESIDENT 0 236468 0 0 0 8863 0 34132 0 22675 0 302138 0 0 KELLEY BAHR MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 0 438005 0 0 0 4804 0 48300 0 23667 0 514776 0 0 ROBYN BORGE MD MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE 0 438000 0 0 0 5350 0 48300 0 339 0 491989 0 0 JOHN CEELEN TREASURER, CHIEF FINANCIAL OFFICER 0 598104 0 129468 0 744 0 29147 0 24905 0 782368 0 0 ROBERT HOLNESS MD MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS 0 589004 0 0 0 48175 0 40350 0 23667 0 701196 0 0 TINA LECHNIR VICE PRESIDENT 0 236727 0 0 0 9229 0 33863 0 24819 0 304638 0 0 DANIEL LILLY SECRETARY, CHIEF LEGAL OFFICER 0 514649 0 97000 0 5986 0 48300 0 26167 0 692102 0 0 MICHAEL MCKEE VICE PRESIDENT 0 289289 0 0 0 1112 0 41410 0 29841 0 361652 0 0 MICHELLE MICKA VICE PRESIDENT, FINANCE & ACCOUNTING 0 374568 0 0 0 4843 0 48300 0 23975 0 451686 0 0 STEPHANIE NEUMAN MD MEDICAL VICE PRESIDENT, AMBULATORY SERVICES 0 575671 0 2500 0 249 0 48300 0 28890 0 655610 0 0 KRAIG SCHUSTER VICE PRESIDENT 0 309504 0 0 0 6848 0 43680 0 14522 0 374554 0 0 PETER VANDENHOUTEN SR VP LEGAL COUNSEL 0 407252 0 182656 0 40029 0 69350 0 15782 0 715069 0 39255 CHRISTINE WALLER MD MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES 0 555596 0 0 0 4973 0 48300 0 35019 0 643888 0 0 KARI ADANK VICE PRESIDENT, COMPLIANCE 0 268610 0 0 0 1032 0 37844 0 22296 0 329782 0 0 MARILU BINTZ MD MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS 0 109201 0 100000 0 51959 0 36295 0 2332 0 299787 0 0 STEPHANIE CARROLL MD MEDICAL VICE PRESIDENT 0 305920 0 15667 0 688 0 39470 0 27699 0 389444 0 0 ERIC DEHN VICE PRESIDENT, DIGITAL SOLUTIONS AND ENTERPRISE ARCHITECTURE 0 312797 0 0 0 609 0 44118 0 21590 0 379114 0 0 JANINE LUZ-JENSEN VICE PRESIDENT, TALENT ACQUISITION, TALENT DEVELOPMENT, & LEARNING 0 241385 0 0 0 4678 0 34216 0 18547 0 298826 0 0 KRISTER MATTSON VICE PRESIDENT, ENTERPRISE ANALYTICS AND DATA SCIENCE 0 305177 0 0 0 428 0 38458 0 17745 0 361808 0 0 SHANNON MULLIGAN VICE PRESIDENT, HR & TOTAL REWARDS 0 232590 0 0 0 55988 0 9464 0 10406 0 308448 0 0 ELLEN PEDRETTI-FENDT VICE PRESIDENT, BUSINESS PARTNERING AND SERVICE DELIVERY 0 226752 0 0 0 1912 0 32340 0 26788 0 287792 0 0 STEPHEN SHAPIRO MD CHIEF MEDICAL FOUNDATION OFFICER 0 547371 0 0 0 1109 0 48300 0 15670 0 612450 0 0 SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT SHANNON MULLIGAN 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 CERTAIN INDIVIDUALS 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 FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN FOR CALENDAR YEAR 2024: PETER VANDENHOUTEN JOHN CEELEN 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 2024: PETER VANDENHOUTEN $39,255 FORM 990, PART VI, LINE 15A COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION. COMPENSATION FOR THE CEO AND KEY EXECUTIVES ARE SET BY THE EXECUTIVE COMMITTEE OF THE BOARD SUPPORTED BY MARKET DATA FROM SURVEYS AND AN INDEPENDENT CONSULTANTS REPORT. THE COMPENSATION IS DETERMINED BY MEMBERS OF THE EXECUTIVE COMMITTEE WITHOUT CONFLICT AND IS DOCUMENTED. FORM 990, PART VI, LINE 15B SENIOR LEADERS: COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION. COMPENSATION FOR THOSE WHO REPORT TO THE CEO IS TAKEN TO THE EXECUTIVE COMMITTEE FOR DISCUSSION/APPROVAL. 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 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS THE ORGANIZATION SHALL NOT, WITHOUT THE PRIOR APPROVAL OF BELLIN GUNDERSEN HEALTH SYSTEM, ACTING BY ITS BOARD OF DIRECTORS: (A) AMEND OR MODIFY ITS ARTICLES OF INCORPORATION OR THESE BYLAWS, TO THE EXTENT SUCH AMENDMENTS OR MODIFICATIONS RELATE TO ANY RIGHT OR POWER RESERVED TO THE MEMBER; (B) ACQUIRE, MERGE, OR CONSOLIDATE WITH ANY ENTITY OR ENTER INTO ANY MATERIAL JOINT VENTURE OR AFFILIATION WITH ANOTHER ENTITY; (C) DISSOLVE, RESTRUCTURE, OR SELL OR DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF, THE CORPORATION; (D) ENGAGE IN ANY OTHER TRANSACTION INVOLVING CONSIDERATION ABOVE A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF DIRECTORS, FROM TIME TO TIME; (E) APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (F) INCUR INDEBTEDNESS IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF DIRECTORS, FROM TIME TO TIME; (G) INCUR UNBUDGETED CAPITAL EXPENDITURES IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF DIRECTORS, FROM TIME TO TIME; (H) TAKE ANY VOLUNTARY ACTION TO CLOSE ANY HOSPITAL FACILITY THAT IS A PART OF THE INTEGRATED HEALTH SYSTEM OF WHICH THE CORPORATION IS THE PARENT ENTITY; (I) INITIATE ANY VOLUNTARY FILING FOR BANKRUPTCY COURT PROTECTION; OR (J) APPROVE THE STRATEGIC PLAN OF THE CORPORATION. THE ORGANIZATION SHALL NOT, WITHOUT THE PRIOR APPROVAL OF THE CHIEF EXECUTIVE OFFICER OF BELLIN GUNDERSEN HEALTH SYSTEM: (A) MAKE ANY MATERIAL CHANGES IN CLINICAL SERVICES OF THE CORPORATION; (B) AMEND OR MODIFY THE ARTICLES OF INCORPORATION OF THE CORPORATION, THESE BYLAWS, OR OTHER GOVERNING DOCUMENTS OF THE CORPORATION (SUBJECT TO THE REQUIREMENTS OF SECTION 2(A) OF THIS ARTICLE II); (C) INCUR INDEBTEDNESS OR UNBUDGETED CAPITAL EXPENSES IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF DIRECTORS, FROM TIME TO TIME; (D) ENTER INTO ANY CONTRACTS OR AGREEMENTS OUTSIDE THE ORDINARY COURSE OF BUSINESS; (E) ACQUIRE, LEASE, OR SELL ANY REAL PROPERTY INVOLVING CONSIDERATION IN EXCESS OF A THRESHOLD DETERMINED BY THE MEMBER, ACTING BY ITS BOARD OF DIRECTORS, FROM TIME TO TIME; (F) ESTABLISH OR IMPLEMENT FINANCIAL GOALS AND STANDARDS FOR THE CORPORATION; (G) ESTABLISH QUALITY, COMPLIANCE, AND CORPORATE RESPONSIBILITY PROGRAMS FOR THE CORPORATION; OR (H) ESTABLISH GUIDELINES AND AUTHORITIES FOR THE MANAGEMENT OF THE CORPORATION. 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 REQUESTS FOR ALL DOCUMENTS ARE MADE THROUGH THE LEGAL DEPARTMENT, AND APPROPRIATE DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION IN THE LEGAL DEPARTMENT. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY OF UNCONSOLIDATED ENTITIES - -9794876; EQUITY OF GUNDERSEN LUTHERAN ENVISION - -367749; EQUITY OF GUNDERSEN AT HOME - -28896; TOTAL - -10191521; 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. 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