Gundersen Lutheran Administrative Services Inc (EIN 391606449) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Phone

6087827300

Tax Period

2023-10-01 to 2024-09-30

Gundersen Lutheran Administrative Services Inc, founded in 1987, is a large national nonprofit in the Health Care sector that reported $1.2B in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT GUNDERSEN HEALTH SYSTEM'S HEALTH AND OTHER ORGS MISSIONS THROUGHOUT OUR SERVICES AREA, MANAGING THE LARGER PORTION OF BUSINESS SVCS, EDUCATION AND INVESTING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,638,313

Program Service Revenue $1,138,641,422

Investment Income $31,476,411

Other Revenue $75,361

TOTAL REVENUE $1,171,831,507

Expense Breakdown

Grants Paid $1,058,753

Salaries & Benefits $1,004,785,058

Fundraising Expenses $0

Program Expenses $1,067,330,728

Other Expenses $144,397,717

TOTAL EXPENSES $1,150,241,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,171,831,507	$866,304,960	+0.4%
Expenses	$1,150,241,528	$823,416,379	+0.4%
Net Income	$21,589,979	$42,888,581	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

9771

Volunteers

354

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$11,202,206

Total Directors

$4,393,654

Key Employees

$3,561,938

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA HAUSER RN	BOARD OF TRUSTEES - CHIEF NURSING OFFICER AND ADMIN VP	50.0	Officer Director	$281,106	$57,300	$338,406
BRYAN ERDMANN	BOARD OF TRUSTEES - CHIEF OPERATING OFFICER	50.0	Officer Director	$409,876	$74,345	$484,221
HEATHER SCHIMMERS RN	BOARD OF TRUSTEES - PRESIDENT	50.0	Officer Director	$746,172	$68,378	$814,550
SCOTT RATHGABER MD	BOARD OF TRUSTEES, CEO, CHAIRMAN	50.0	Officer Director	$1,644,221	$68,728	$1,712,949
TODD KOWALSKI MD	BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER	50.0	Officer Director	$538,862	$74,320	$613,182
JENNIFER KLEVEN MD	BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF	50.0	Director	$380,649	$49,697	$430,346
CHRISTINE WALLER MD	MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE	50.0	Officer	$542,453	$79,048	$621,501
DANIEL LILLY	SECRETARY	50.0	Officer	$567,316	$69,978	$637,294
JOHN CEELEN	CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)	50.0	Officer	$0	$0	$0
JONATHAN ZLABEK MD	MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)	50.0	Officer	$408,248	$63,534	$471,782
KELLEY BAHR MD	MEDICAL VP, AMBULATORY SERVICES	50.0	Officer	$427,994	$45,544	$473,538
KRAIG SCHUSTER	ADMIN VICE PRESIDENT, COMMUNITY	50.0	Officer	$306,457	$57,554	$364,011
MARILU BINTZ MD	MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)	50.0	Officer	$539,145	$53,893	$593,038
MARY KUFFEL MD	INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)	50.0	Officer	$281,919	$11,860	$293,779
MICHAEL MCKEE	ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE	50.0	Officer	$281,060	$70,085	$351,145
MICHELLE MICKA	ASSISTANT TREASURER (BEGIN 3/24)	50.0	Officer	$198,978	$37,796	$236,774
PETER VANDENHOUTEN	ASSISTANT SECRETARY (BEGIN 3/24)	0.0	Officer	$0	$75,482	$687,553
RACHEL ALBRECHT	ADMIN VP, AMBULATORY SERVICES	50.0	Officer	$235,056	$56,420	$291,476
ROBERT HOLNESS	MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24)	50.0	Officer	$530,255	$67,228	$597,483
ROBYN BORGE MD	MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24)	50.0	Officer	$320,728	$47,055	$367,783
STEPHANIE NEUMAN MD	MEDICAL VICE PRESIDENT, AMBULATORY SERVICES	50.0	Officer	$553,168	$72,920	$626,088
STEVE LITTLE	INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)	50.0	Officer	$333,317	$0	$333,317
TINA LECHNIR	ADMIN VP, CROSS-FUNCTIONAL CARE	50.0	Officer	$235,892	$56,444	$292,336
ANDREA WERNER	CHIEF POPULATION OFFICER	0.0	Key Emp	$0	$27,093	$392,292
LEANNE ANDERSEN	CHIEF PEOPLE OFFICER	50.0	Key Emp	$564,301	$63,599	$627,900
LISA HARTON	CHIEF QUALITY OFFICER	0.0	Key Emp	$0	$29,182	$427,108
MICHAEL DOLAN MD	SOUTHERN CHIEF CLINICAL OFFICER	50.0	Key Emp	$641,369	$73,420	$714,789
PRAVEEN CHOPRA	CHIEF DIGITAL AND INFORMATION OFFICER	50.0	Key Emp	$654,982	$70,973	$725,955
WILLIAM FARRELL	CHIEF INNOVATION & STRATEGY OFFICER	50.0	Key Emp	$628,350	$45,544	$673,894
DOUGLAS HUGHES MD	MEDICAL DOCTOR	50.0	Highest	$1,117,078	$54,028	$1,171,106
JEFFREY M LAWRENCE MD	MEDICAL DOCTOR	50.0	Highest	$1,235,980	$67,228	$1,303,208
JERRY DAVIS MD	MEDICAL DOCTOR	50.0	Highest	$1,155,808	$54,028	$1,209,836
MARK S TOPOLSKI MD	MEDICAL DOCTOR	50.0	Highest	$1,324,346	$68,228	$1,392,574
STEVEN WHITFORD MD	MEDICAL DOCTOR	50.0	Highest	$1,056,501	$70,228	$1,126,729
ELLEN PEDRETTI-FENDT	VP APPLICATION SERVICES	50.0		$220,508	$58,022	$278,530
ERIC DEHN	VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN	50.0		$381,846	$66,826	$448,672
GERALD OETZEL	FORMER CHIEF FINANCIAL OFFICER	0.0		$555,068	$18,108	$573,176
JANINE LUZ	VICE PRESIDENT LEARNING	50.0		$285,213	$58,985	$344,198
KARI ADANK	VICE PRESIDENT COMPLIANCE	50.0		$306,012	$70,013	$376,025
KRISTER MATTSON	VP ENTERPRISE ANALYTICS	50.0		$357,728	$57,201	$414,929
P MICHAEL JACOBS MD	MEDICAL VICE PRESIDENT	50.0		$209,528	$38,355	$247,883
PAMELA MAAS	FORMER VICE PRESIDENT BUSINESS SERVICES	0.0		$119,446	$0	$119,446
SHANNON MULLIGAN	VP HR & TOTAL REWARDS	50.0		$330,284	$51,715	$381,999
STEPHANIE CARROLL MD	MEDICAL VICE PRESIDENT	50.0		$312,603	$65,146	$377,749
STEPHEN SHAPIRO MD	CHIEF MEDICAL FOUNDATION OFFICER	50.0		$519,488	$69,648	$589,136

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,171,831,507	$1,150,241,528	$1,116,323,421	$21,589,979
2023	$866,304,960	$823,416,379	$1,008,817,960	$42,888,581
2022	$993,740,336	$1,001,290,920	$1,007,573,596	$-7,550,584
2021	$953,342,080	$912,392,752	$1,235,621,372	$40,949,328
2020	$809,694,082	$858,970,030	$1,186,143,808	$-49,275,948
2019	$771,144,528	$830,430,899	$1,013,495,709	$-59,286,371
2018	$841,805,664	$801,543,247	$915,514,367	$40,262,417

Gundersen Lutheran Administrative Services Inc