Nonprofit · EIN 39-1249705
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
Tax-exempt · LA CROSSE, WI 54601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $41,658,151 | $40,347,464 | $1,310,687 | $105,227,592 | $7,121,599 | $98,105,993 |
| September 30, 2024 | 990 | $37,379,625 | $35,626,013 | $1,753,612 | $97,312,057 | $5,298,194 | $92,013,863 |
| September 30, 2023 | 990 | $23,510,404 | $25,343,177 | -$1,832,773 | $80,980,166 | $4,851,765 | $76,128,401 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $22,167,232
- of which government grants
- $1,554,643
- Program service revenue
- $14,000,446
- Investment income
- $4,548,836
- Royalties
- $664,123
- Net gain from sales of assets
- $2,256,742
- Net income from fundraising events
- -$201,654
- Net income from gaming
- $55,295
- Net income from sales of inventory
- $414,647
- Other revenue
- $941,637
Expenses
- Grants and similar amounts paid
- $5,775,848
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,694
- Accounting fees
- $1,750
- Occupancy
- $160,618
- Travel
- $291,481
- Depreciation
- $208,390
- Program services (functional)
- $34,397,946
- Management and general (functional)
- $3,468,003
- Fundraising (functional)
- $2,481,515
Balance sheet and other
- Total assets, start of year
- $97,312,057
- Total assets, end of year
- $105,227,592
- Total liabilities, end of year
- $7,121,599
- Net assets, end of year
- $98,105,993
- Land, buildings and equipment
- $768,098
- Publicly traded securities
- $91,048,416
- Net assets without donor restrictions
- $49,085,571
- Net assets with donor restrictions
- $49,020,422
- Gross unrelated business income
- $9,226
- Gross receipts
- $76,370,474
- Employees
- 0
- Volunteers
- 292
- Year formed
- 1976
- 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 |
| PRAVEEN CHOPRA | BOARD OF DIRECTORS, CHIEF DIGITAL AND INFORMATION OFFICER Officer | 2 | $0 | $717,801 | $77,846 |
| JOHN CEELEN | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $728,316 | $54,052 |
| LORI ROSENSTEIN MD | BOARD OF DIRECTORS, MD Trustee or director | 2 | $0 | $584,578 | $73,967 |
| STEPHEN SHAPIRO MD | BOARD OF DIRECTORS, CHAIRMAN, MD Trustee or director, Officer | 2 | $0 | $548,480 | $63,970 |
| BRIAN SIECK MD | FORMER BOARD OF DIRECTORS - VICE CHAIRMAN Former | 0 | $0 | $509,213 | $73,275 |
| KELLEY BAHR MD | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $442,809 | $71,967 |
| TINA LECHNIR | BOARD OF DIRECTORS, VICE PRESIDENT, (BEG 9.9.25) Trustee or director | 2 | $0 | $245,956 | $58,682 |
| FRANCISCO PEREZ-GUERRA | BOARD OF DIRECTORS, ADMINISTRATOR, (BEG 6.3.25) Trustee or director | 2 | $0 | $201,120 | $66,807 |
| STEVE LITTLE | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $0 | $209,856 | $0 |
| JULIO BIRD MD | FORMER MEDICAL PARTNER OF RESEARCH Former | 0 | $0 | $165,000 | $0 |
| KATHY WIESER | BOARD OF DIRECTORS, SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNNETTA KOPP | BOARD OF DIRECTORS, VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MIKE BINSFELD | BOARD OF DIRECTORS, TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALLAN CHIP SCHILLING | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY FERGUSON | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
| CHRISTOPHER BORN MD | BOARD OF DIRECTORS, (END 12.31.24) Trustee or director | 2 | $0 |
| DARLA KRZOSKA JD | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
| DUSTIN CUNNINGHAM CFP | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
| GERALD ARNDT | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
| JOE THESING | BOARD OF DIRECTORS, (BEG 6.3.25) Trustee or director | 2 | $0 |
| LEAH REIMANN MD | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
| MARGARET WEBSTER MD | BOARD OF DIRECTORS, (BEG 6.3.25) Trustee or director | 2 | $0 |
| SISTER MARY ANN GSCHWIND FSPA | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
| TERESA WESTRICH | BOARD OF DIRECTORS, (BEG 6.3.25) Trustee or director | 2 | $0 |
| THOMAS KOSTER | BOARD OF DIRECTORS Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 36 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 |
| TREY FOLKERS MD | BOARD OF DIRECTORS - MEMBER (THRU 9/24) Trustee or director | 2 | $0 | $771,264 | $70,278 |
| PRAVEEN CHOPRA | EXECUTIVE LEADERSHIP TEAM MEMBER Key employee | 0 | $0 | $654,982 | $70,973 |
| LORI ROSENSTEIN MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $560,576 | $68,228 |
| STEPHEN SHAPIRO MD | BOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER Trustee or director, Officer | 2 | $0 | $519,488 | $69,648 |
| GERALD OETZEL | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $0 | $555,068 | $18,108 |
| BRIAN SIECK MD | FORMER BOARD OF DIRECTORS - V CHAIRMAN, MEDICAL DOCTOR Former | 0 | $0 | $491,161 | $69,087 |
| BENJAMIN JARMAN MD | MEDICAL PARTNER OF MEDICAL EDUCATION Key employee | 0 | $0 | $472,425 | $68,372 |
| KELLEY BAHR MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $427,994 | $45,544 |
| JENNIFER KLEVEN MD | MEDICAL PARTNER OF RESEARCH Key employee | 0 | $0 | $380,649 | $49,697 |
| TODD MAHR MD | MEDICAL PARTNER OF PHILANTHROPY Key employee | 0 | $0 | $300,156 | $64,849 |
| STEVE LITTLE | INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24) Officer | 2 | $0 | $333,317 | $0 |
| RANDI BERG MD | MEDICAL PARTNER OF RTS Key employee | 0 | $0 | $241,690 | $59,735 |
| LINDSEY M PRESTON | VICE PRESIDENT, GMF Key employee | 0 | $0 | $221,277 | $51,838 |
| P MICHAEL JACOBS MD | MEDICAL VICE PRESIDENT Former | 0 | $0 | $209,528 | $38,355 |
| PARAIC KENNY | MEDICAL RESEARCH Highest-paid employee | 0 | $0 | $189,034 | $48,287 |
| DARBY G OLDENBURG | MEDICAL RESEARCH Highest-paid employee | 0 | $0 | $186,982 | $45,069 |
| KAREN COWDEN DAHL | MEDICAL RESEARCH Highest-paid employee | 0 | $0 | $183,234 | $42,584 |
| STEVEN LOVRICH | MEDICAL RESEARCH Highest-paid employee | 0 | $0 | $171,679 | $43,500 |
| BARBARA A MILLER | MEDICAL RESEARCH Highest-paid employee | 0 | $0 | $165,354 | $43,934 |
| JULIO BIRD MD | FORMER MEDICAL PARTNER OF RESEARCH THRU 21 Former | 0 | $0 | $165,000 | $0 |
| KATHY WIESER | BOARD OF DIRECTORS - SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNNETTA KOPP | BOARD OF DIRECTORS - VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MIKE BINSFELD | BOARD OF DIRECTORS - TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALLAN SCHILLING | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ANDY FERGUSON | BOARD OF DIRECTORS - MEMBER (BEGIN 9/24) Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTOPHER BORN MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DARLA KRZOSKA | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DUSTIN CUNNINGHAM CFP | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GERALD ARNDT | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GREGORY MARSO CPA MBT | BOARD OF DIRECTORS - MEMBER (THRU 6/24) Trustee or director | 2 | $0 | $0 | $0 |
| LEAH REIMANN MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ROSANNE SCHULZ MPH | BOARD OF DIRECTORS - MEMBER (THRU 12/23) Trustee or director | 2 | $0 | $0 | $0 |
| SISTER MARY ANN GSCHWIND FSPA | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS KOSTER | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JOHN CEELEN | CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24) Officer | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY WIESER | BOARD OF DIRECTORS - SECRETARY Trustee or director, Officer | 2 | $0 |
| LYNNETTA KOPP | BOARD OF DIRECTORS - VICE CHAIR Trustee or director, Officer | 2 | $0 |
| MIKE BINSFELD | BOARD OF DIRECTORS - TREASURER Trustee or director, Officer | 2 | $0 |
| STEPHEN SHAPIRO MD | BOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER Trustee or director, Officer | 2 | $0 |
| CHIP SCHILLING | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| CHRISTOPHER BORN MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| DARLA KRZOSKA | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| DUSTIN CUNNINGHAM CFP | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| GERALD ARNDT | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| GREGORY MARSO CPA MBT | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| KURT OETTEL MD | BOARD OF DIRECTORS - MEMBER (THRU 3/23) Trustee or director | 2 | $0 |
| LEAH REIMANN MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| LORI ROSENSTEIN MD | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| ROSANNE SCHULZ MPH | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| SISTER MARY ANN GSCHWIND FSPA | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| THOMAS KOSTER | BOARD OF DIRECTORS - MEMBER Trustee or director | 2 | $0 |
| TREY FOLKERS MD | BOARD OF DIRECTORS - MEMBER (BEGIN 3/23) 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)
- STEPHEN B SHAPIRO, 1836 SOUTH AVENUE, LA CROSSE, WI 54601
- Signed the 990
- JOHN CEELEN, CFO
- Phone
- (608) 775-6600
- Return prepared by
- KPMG LLP
Mission
THE MISSION OF GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. IS TO IMPROVE THE LIVES OF PATIENTS AND OUR LARGER COMMUNITY THROUGH MEDICAL EDUCATION, RESEARCH, OUTREACH, AND THE PHILANTHROPIC SUPPORT OF GUNDERSEN HEALTH SYSTEM.
Program accomplishments
- SEE SCHEDULE OExpenses $19,116,558 · grants $3,209,911 · revenue $11,969,917
- SEE SCHEDULE OExpenses $8,561,796 · grants $1,437,633 · revenue $2,025,547
- SEE SCHEDULE OExpenses $5,775,848 · grants $969,838 · revenue $200,016
- OTHERExpenses $943,744 · grants $158,466 · revenue $219,613
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 39-1249705
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E120)
- Assets (IRS master file)
- $105,227,592
- Income (IRS master file)
- $76,370,474
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $41,658,151 | $40,347,464 | $105,227,592 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $37,379,625 | $35,626,013 | $97,312,057 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $23,510,404 | $25,343,177 | $80,980,166 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | December 2022 | $32,133,183 | $30,210,899 | $76,898,967 | 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 39-1249705).
Questions about GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
- What is the EIN of GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC?
- The employer identification number (EIN) of GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC is 39-1249705.
- Is GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 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 LUTHERAN MEDICAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 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 LUTHERAN MEDICAL FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names STEPHEN B SHAPIRO.
- Who are the officers and directors of GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 26 people; 0 received compensation from the organization.
- How much revenue does GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $41,658,151, expenses of $40,347,464 and total assets of $105,227,592 at year end.
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