Nonprofit · EIN 39-1028657
GUNDERSEN CLINIC LTD
Tax-exempt · LA CROSSE, WI 54601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $277,202,108 | $384,539,340 | -$107,337,232 | $337,663,034 | $1,259,915,182 | -$922,252,148 |
| September 30, 2024 | 990 | $244,302,568 | $327,479,756 | -$83,177,188 | $220,088,578 | $1,042,632,494 | -$822,543,916 |
| September 30, 2023 | 990 | $160,292,970 | $227,793,357 | -$67,500,387 | $218,304,419 | $958,116,645 | -$739,812,226 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,191,713
- of which government grants
- $402,162
- Program service revenue
- $275,360,595
- Investment income
- $256,668
- Net rental income
- $393,132
- Net gain from sales of assets
- -$12
- Other revenue
- $393,132
Expenses
- Grants and similar amounts paid
- $3,698,019
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $22,350
- Occupancy
- $5,506,382
- Travel
- $756,927
- Depreciation
- $11,185,973
- Program services (functional)
- $354,059,970
- Management and general (functional)
- $30,479,370
Balance sheet and other
- Total assets, start of year
- $220,088,578
- Total assets, end of year
- $337,663,034
- Total liabilities, end of year
- $1,259,915,182
- Net assets, end of year
- -$922,252,148
- Land, buildings and equipment
- $166,177,840
- Publicly traded securities
- $7,260,985
- Net assets without donor restrictions
- -$922,252,148
- Gross unrelated business income
- $6,025,791
- Gross receipts
- $277,309,310
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1963
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT RATHGABER MD | CEO Officer | 1 | $0 | $1,324,275 | $73,275 |
| EZANA AZENE MD | MEDICAL GOVERNORS, SECRETARY/TREASURER, MD Trustee or director, Officer | 2 | $0 | $892,143 | $74,275 |
| HEATHER SCHIMMERS RN | EX-OFFICIO, PRESIDENT Officer | 2 | $0 | $841,877 | $72,275 |
| JOHN CEELEN | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $728,316 | $54,052 |
| PAUL BERGL | MEDICAL GOVERNORS, MD, (END 4.30.25) Trustee or director | 2 | $0 | $577,310 | $75,295 |
| STEPHEN SHAPIRO MD | FORMER CHIEF MEDICAL FOUNDATION OFFICER Former | 0 | $0 | $548,480 | $63,970 |
| BENJAMIN JARMAN MD | MEDICAL GOVERNORS, MD, (END 9.30.25) Trustee or director | 2 | $0 | $481,771 | $72,175 |
| CHRISTOPHER EBERLEIN MD | MEDICAL GOVERNORS, MD Trustee or director | 2 | $0 | $422,038 | $74,967 |
| BENJAMIN OROZCO MD | MEDICAL GOVERNORS, MD Trustee or director | 2 | $0 | $425,500 | $69,198 |
| JENNIFER KLEVEN MD | MEDICAL GOVERNORS, CHAIRMAN Trustee or director, Officer | 2 | $0 | $405,613 | $52,221 |
| DAVID GERHARD MD | MEDICAL GOVERNORS, MD Trustee or director | 2 | $0 | $326,571 | $71,587 |
| STEPHANIE CARROLL MD | MEDICAL GOVERNORS, MD Trustee or director | 2 | $0 | $322,275 | $67,169 |
| ERIC DEHN | VICE PRESIDENT, DIGITAL SOLUTIONS AND ENTERPRISE ARCHITECTURE Former | 0 | $0 | $313,406 | $65,708 |
| KRISTER MATTSON | VICE PRESIDENT, ENTERPRISE ANALYTICS AND DATA SCIENCE Former | 0 | $0 | $305,605 | $56,203 |
| KARI ADANK | VICE PRESIDENT, COMPLIANCE Former | 0 | $0 | $269,642 | $60,140 |
6 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANNON MULLIGAN | VICE PRESIDENT, HR & TOTAL REWARDS Former | 0 | $0 | $288,578 | $19,870 |
| ELIZABETH COGBILL MD | MEDICAL GOVERNORS, MD Trustee or director | 2 | $0 | $262,093 | $43,764 |
| MARILU BINTZ MD | FORMER MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS Former | 0 | $0 | $261,160 | $38,627 |
| JANINE LUZ-JENSEN | VICE PRESIDENT, TALENT ACQUISITION, TALENT DEVELOPMENT, & LEARNING Former | 0 | $0 | $246,063 | $52,763 |
| ELLEN PEDRETTI-FENDT | VICE PRESIDENT, BUSINESS PARTNERING AND SERVICE DELIVERY Former | 0 | $0 | $228,664 | $59,128 |
| STEVE LITTLE | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $0 | $209,856 | $0 |
990 for the year ended September 30, 2024: 45 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT RATHGABER MD | CHIEF EXECUTIVE OFFICER Officer | 2 | $0 | $1,644,221 | $68,728 |
| MARK S TOPOLSKI MD | MEDICAL DOCTOR Highest-paid employee | 0 | $0 | $1,324,346 | $68,228 |
| JEFFREY M LAWRENCE MD | MEDICAL DOCTOR Highest-paid employee | 0 | $0 | $1,235,980 | $67,228 |
| JERRY DAVIS MD | MEDICAL DOCTOR Highest-paid employee | 0 | $0 | $1,155,808 | $54,028 |
| DOUGLAS HUGHES MD | MEDICAL DOCTOR Highest-paid employee | 0 | $0 | $1,117,078 | $54,028 |
| STEVEN WHITFORD MD | MEDICAL DOCTOR Highest-paid employee | 0 | $0 | $1,056,501 | $70,228 |
| EZANA AZENE MD | MEDICAL GOVERNORS - SECRETARY & TREASURER Trustee or director, Officer | 2 | $0 | $923,307 | $70,278 |
| TREY FOLKERS MD | MEDICAL GOVERNORS - MEMBER (THRU 7/24) Trustee or director | 2 | $0 | $771,264 | $70,278 |
| HEATHER SCHIMMERS RN | SOUTHERN COUNTIES REGIONAL PRESIDENT, EX-OFFICIO Officer | 2 | $0 | $746,172 | $68,378 |
| PRAVEEN CHOPRA | CHIEF DIGITAL AND INFORMATION OFFICER Key employee | 0 | $0 | $654,982 | $70,973 |
| MICHAEL DOLAN MD | SOUTHERN CHIEF CLINICAL OFFICER Key employee | 0 | $0 | $641,369 | $73,420 |
| WILLIAM FARRELL | CHIEF INNOVATION & STRATEGY OFFICER Key employee | 0 | $0 | $628,350 | $45,544 |
| DANIEL LILLY | GENERAL COUNSEL Former | 0 | $0 | $567,316 | $69,978 |
| LEANNE ANDERSEN | CHIEF PEOPLE OFFICER Key employee | 0 | $0 | $564,301 | $63,599 |
| TODD KOWALSKI MD | MEDICAL VICE PRESIDENT Former | 0 | $0 | $538,862 | $74,320 |
| MARILU BINTZ MD | CHIEF POPULATION HEALTH OFFICER Former | 0 | $0 | $539,145 | $53,893 |
| STEPHEN SHAPIRO MD | CHIEF MEDICAL FOUNDATION OFFICER Former | 0 | $0 | $519,488 | $69,648 |
| GERALD OETZEL | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $0 | $555,068 | $18,108 |
| PAUL BERGL | MEDICAL GOVERNORS - MEMBER (BEGIN 10/24) Trustee or director | 2 | $0 | $495,425 | $74,074 |
| BENJAMIN JARMAN MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 | $472,425 | $68,372 |
| BRYAN ERDMANN | CHIEF OPERATING OFFICER Former | 0 | $0 | $409,876 | $74,345 |
| BENJAMIN OROZCO MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 | $414,401 | $66,320 |
| JONATHAN ZLABEK MD | MEDICAL VICE PRESIDENT Former | 0 | $0 | $408,248 | $63,534 |
| CHRISTOPHER EBERLEIN MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 | $398,553 | $70,228 |
| ERIC DEHN | VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN Former | 0 | $0 | $381,846 | $66,826 |
| JENNIFER KLEVEN MD | MEDICAL GOVERNORS - CHAIR Trustee or director, Officer | 2 | $0 | $380,649 | $49,697 |
| LISA HARTON | CHIEF QUALITY OFFICER Key employee | 0 | $0 | $397,926 | $29,182 |
| KRISTER MATTSON | VP ENTERPRISE ANALYTICS Former | 0 | $0 | $357,728 | $57,201 |
| ANDREA WERNER | CHIEF POPULATION OFFICER Key employee | 0 | $0 | $365,199 | $27,093 |
| SHANNON MULLIGAN | VP HR & TOTAL REWARDS Former | 0 | $0 | $330,284 | $51,715 |
| STEPHANIE CARROLL MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 | $312,603 | $65,146 |
| KARI ADANK | VICE PRESIDENT COMPLIANCE Former | 0 | $0 | $306,012 | $70,013 |
| ROBYN BORGE MD | MEDICAL GOVERNORS - MEMBER (THRU 1/24) Trustee or director | 2 | $0 | $320,728 | $47,055 |
| DAVID GERHARD | MEDICAL GOVERNORS - MEMBER (BEGIN 10/24) Trustee or director | 2 | $0 | $301,230 | $65,600 |
| KRAIG SCHUSTER | ADMINISTRATIVE VICE PRESIDENT Former | 0 | $0 | $306,457 | $57,554 |
| MICHAEL MCKEE | Administrative Vice President Former | 0 | $0 | $281,060 | $70,085 |
| JANINE LUZ | VICE PRESIDENT LEARNING Former | 0 | $0 | $285,213 | $58,985 |
| ANDREA HAUSER RN | CHIEF NURSING OFFICER AND ADMIN VP Former | 0 | $0 | $281,106 | $57,300 |
| STEVE LITTLE | INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) Officer | 2 | $0 | $333,317 | $0 |
| MARY KUFFEL MD | INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE Former | 0 | $0 | $281,919 | $11,860 |
| ELLEN PEDRETTI-FENDT | VP APPLICATION SERVICES Former | 0 | $0 | $220,508 | $58,022 |
| ELIZABETH COGBILL MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 | $232,396 | $41,006 |
| P MICHAEL JACOBS MD | MEDICAL VICE PRESIDENT Former | 0 | $0 | $209,528 | $38,355 |
| PAMELA MAAS | FORMER VICE PRESIDENT BUSINESS SERVICES Former | 0 | $0 | $119,446 | $0 |
| JOHN CEELEN | CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24) Officer | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AZENE EZANA MD | MEDICAL GOVERNORS - SECRETARY & TREASURER Trustee or director, Officer | 2 | $0 |
| JENNIFER KLEVEN MD | MEDICAL GOVERNORS - CHAIR Trustee or director, Officer | 2 | $0 |
| BENJAMIN JARMAN MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 |
| BENJAMIN OROZCO MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 |
| CHRISTOPHER EBERLEIN MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 |
| ELIZABETH COGBILL MD | MEDICAL GOVERNORS - MEMBER (BEGIN 1/23) Trustee or director | 2 | $0 |
| ROBYN BORGE MD | MEDICAL GOVERNORS - MEMBER Trustee or director | 2 | $0 |
| STEPHANIE CARROLL MD | MEDICAL GOVERNORS - MEMBER (BEGIN 1/23) Trustee or director | 2 | $0 |
| TREY FOLKERS MD | MEDICAL GOVERNORS - MEMBER (BEGIN 1/23) Trustee or director | 2 | $0 |
| GERALD OETZEL | CHIEF FINANCIAL OFFICER AND TREASURER THRU 8/23 Officer | 0 | $0 |
| SCOTT RATHGABER MD | CEO, CHAIRMAN Officer | 0 | $0 |
| STEVE LITTLE | INTERIM CHIEF FINANCIAL OFFICER AND TREASURER BEGIN 8/23 Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1836 SOUTH AVE, LA CROSSE, WI 54601-5429
- In care of
- % GERALD OETZEL
- Principal officer (990 for 2024)
- SCOTT RATHGABER MD, 1836 SOUTH AVENUE, LA CROSSE, WI 54601
- Signed the 990
- SCOTT RATHGABER, CEO
- Phone
- (608) 782-7300
- Website
- WWW.GUNDERSENHEALTH.ORG
- Return prepared by
- KPMG LLP
Mission
TO PROVIDE MEDICAL AND SURGICAL SERVICES, ENGAGE IN MEDICAL EDUCATION AND RESEARCH, AND PROMOTE COMMUNITY HEALTH TO DELIVER THE HIGHEST QUALITY COMPREHENSIVE HEALTH CARE TO ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY.
Program accomplishments
- GUNDERSEN CLINIC, LTD. (THE CLINIC) HAS 700 PHYSICIANS REPRESENTING NEARLY EVERY SPECIALTY SERVING A 21 COUNTY REGION IN WESTERN WISCONSIN, NORTHEASTERN IOWA AND SOUTHEASTERN MINNESOTA. THE CLINIC PROVIDES MEDICAL CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. CHARITY CARE AND/OR FINANCIAL ASSISTANCE IS DETERMINED BASED ON FINANCIAL INFORMATION PROVIDED BY THE PATIENT AND ANALYSIS OF OTHER RELEVANT INFORMATION. THERE WERE APPROXIMATELY 1,257,683 PATIENT ENCOUNTERS FOR FISCAL YEAR 2025 (OCT '24-SEP '25). THE CLINIC PROVIDED UNCOMPENSATED CARE RELATED TO CHARITY AT COST, $2,216,661; MEDICARE, $470,613,243; AND MEDICAID, $129,801,332 FOR THE TOTAL AMOUNT OF $602,631,227 AT COST BASED ON POLICIES AND CONTRACTS ARRANGED TO HELP SUPPORT THE COMMUNITY'S NEEDS. THE $602,631,227 IS THE SUM OF UNREIMBURSED MEDICARE & MEDICAID COST PLUS CHARITY AT COST. ALL OF THESE ARE CALCULATED USING THE SAME METHOD UTILIZED FOR THE HOSPITAL CALCULATION OF CHARITY COST AND UNREIMBURSED MEDICARE AND MEDICAID COSTS. THE COST OF CHARITY IS CALCULATED BY ALLOCATING THE COST TO PROVIDE SERVICES TO A PATIENT BETWEEN ANY PAYMENTS, BAD DEBT, AND CHARITY WRITEOFFS WHERE TOTAL PAYMENTS ARE LESS THAN THE COST OF SERVICES PROVIDED. THE UNREIMBURSED MEDICARE AND MEDICAID COSTS ARE CALCULATED BY COMPARING THE COST OF SERVICES TO MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. THE UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE FOR THOSE SAME PATIENTS. MEDICARE AND MEDICAID PATIENTS TO THE NET REVENUE FOR THOSE SAME PATIENTS. THE UNREIMBURSED COST IS THE AMOUNT THE COST EXCEEDS THE NET REVENUE FOR THOSE SAME PATIENTS.Expenses $354,059,970 · grants $3,698,019 · revenue $275,360,595
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 39-1028657
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $337,663,034
- Income (IRS master file)
- $277,309,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $277,202,108 | $384,539,340 | $337,663,034 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $244,302,568 | $327,479,756 | $220,088,578 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $160,292,970 | $227,793,357 | $218,304,419 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | December 2022 | $202,179,692 | $271,698,125 | $198,877,511 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1028657).
Questions about GUNDERSEN CLINIC LTD
- What is the EIN of GUNDERSEN CLINIC LTD?
- The employer identification number (EIN) of GUNDERSEN CLINIC LTD is 39-1028657.
- Is GUNDERSEN CLINIC LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to GUNDERSEN CLINIC LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GUNDERSEN CLINIC LTD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GUNDERSEN CLINIC LTD due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GUNDERSEN CLINIC LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of GUNDERSEN CLINIC LTD?
- The 990 for the year ended September 30, 2025 names SCOTT RATHGABER MD.
- Who are the officers and directors of GUNDERSEN CLINIC LTD?
- The 990 for the year ended September 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does GUNDERSEN CLINIC LTD have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $277,202,108, expenses of $384,539,340 and total assets of $337,663,034 at year end.
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