Gundersen Lutheran Health System I… - Form 990 Financial Data

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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

1996

Phone

6087827300

Tax Period

2023-10-01 to 2024-09-30

Gundersen Lutheran Health System Inc, founded in 1996, is a community nonprofit in the Health Care sector that reported $5.4M in total revenue in fiscal year 2023. Revenue surged 7139% from the prior year, signaling strong growth momentum.

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.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $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...

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.

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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 $5,400,000

Program Service Revenue $0

Investment Income $0

Other Revenue $36,536

TOTAL REVENUE $5,436,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,436,536	$75,099	+71.4%
Expenses	N/A	$750	-1.0%
Net Income	N/A	$74,349	N/A

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

N/A

Volunteers

N/A

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	2.0	Officer Director	$0	$57,300	$338,406
BRYAN ERDMANN	BOARD OF TRUSTEES - CHIEF OPERATING OFFICER	2.0	Officer Director	$0	$74,345	$484,221
HEATHER SCHIMMERS RN	BOARD OF TRUSTEES - PRESIDENT	2.0	Officer Director	$0	$68,378	$814,550
SCOTT RATHGABER MD	BOARD OF TRUSTEES, CEO, CHAIRMAN	2.0	Officer Director	$0	$68,728	$1,712,949
TODD KOWALSKI MD	BOARD OF TRUSTEES - MEDICAL CHIEF OPERATING OFFICER	2.0	Officer Director	$0	$74,320	$613,182
JENNIFER KLEVEN MD	BOARD OF TRUSTEES - CHIEF OF MEDICAL/CLINICAL STAFF (BEGIN 1/23)	2.0	Director	$0	$49,697	$430,346
CHRISTINE WALLER MD	MEDICAL VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICE	2.0	Officer	$0	$79,048	$621,501
DANIEL LILLY	SECRETARY	2.0	Officer	$0	$69,978	$637,294
JOHN CEELEN	CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)	2.0	Officer	$0	$0	$0
JONATHAN ZLABEK MD	MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 10/23)	2.0	Officer	$0	$63,534	$471,782
KELLEY BAHR MD	MEDICAL VICE PRESIDENT, AMBULATORY SERVICES	2.0	Officer	$0	$45,544	$473,538
KRAIG SCHUSTER	ADMIN VICE PRESIDENT, COMMUNITY	2.0	Officer	$0	$57,554	$364,011
MARILU BINTZ MD	MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (THRU 12/23)	2.0	Officer	$0	$53,893	$593,038
MARY KUFFEL MD	INTERIM MEDICAL VP, CROSS-FUNCTIONAL CARE (THRU 12/23)	2.0	Officer	$0	$11,860	$293,779
MICHAEL MCKEE	ADMIN VP, ACUTE CARE AND NURSING & SYSTEMS PRACTICES	2.0	Officer	$0	$70,085	$351,145
MICHELLE MICKA	ASSISTANT TREASURER (BEGIN 3/24)	2.0	Officer	$0	$37,796	$236,774
PETER VANDENHOUTEN	ASSISTANT SECRETARY (BEGIN 3/24)	2.0	Officer	$0	$75,482	$687,553
RACHEL ALBRECHT	ADMIN VP, AMBULATORY SERVICES	2.0	Officer	$0	$56,420	$291,476
ROBERT HOLNESS	MEDICAL VP, COMMUNITY AND CMO-CRITICAL ACCESS HOSPITALS (BEGIN 1/24)	2.0	Officer	$0	$67,228	$597,483
ROBYN BORGE MD	MEDICAL VICE PRESIDENT, CROSS-FUNCTIONAL CARE (BEGIN 1/24)	2.0	Officer	$0	$47,055	$367,783
STEPHANIE NEUMAN MD	MEDICAL VICE PRESIDENT, AMBULATORY SERVICES	2.0	Officer	$0	$72,920	$626,088
STEVE LITTLE	INTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2/24)	2.0	Officer	$0	$0	$333,317
TINA LECHNIR	ADMIN VP, CROSS-FUNCTIONAL CARE	2.0	Officer	$0	$56,444	$292,336
ANDREA WERNER	CHIEF POPULATION OFFICER	0.0	Key Emp	$0	$27,093	$392,292
LEANNE ANDERSEN	CHIEF PEOPLE OFFICER	0.0	Key Emp	$0	$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	0.0	Key Emp	$0	$73,420	$714,789
PRAVEEN CHOPRA	CHIEF DIGITAL AND INFORMATION OFFICER	0.0	Key Emp	$0	$70,973	$725,955
WILLIAM FARRELL	CHIEF INNOVATION & STRATEGY OFFICER	0.0	Key Emp	$0	$45,544	$673,894
DOUGLAS HUGHES MD	MEDICAL DOCTOR	0.0	Highest	$0	$54,028	$1,171,106
JEFFREY M LAWRENCE MD	MEDICAL DOCTOR	0.0	Highest	$0	$67,228	$1,303,208
JERRY DAVIS MD	MEDICAL DOCTOR	0.0	Highest	$0	$54,028	$1,209,836
MARK S TOPOLSKI MD	MEDICAL DOCTOR	0.0	Highest	$0	$68,228	$1,392,574
STEVEN WHITFORD MD	MEDICAL DOCTOR	0.0	Highest	$0	$70,228	$1,126,729
ELLEN PEDRETTI-FENDT	VP APPLICATION SERVICES	0.0		$0	$58,022	$278,530
ERIC DEHN	VP ENTERPRISE ARCHITECTURE AND SOLUTION DESIGN	0.0		$0	$66,826	$448,672
GERALD OETZEL	FORMER CHIEF FINANCIAL OFFICER	0.0		$0	$18,108	$573,176
JANINE LUZ	VICE PRESIDENT LEARNING	0.0		$0	$58,985	$344,198
KARI ADANK	VICE PRESIDENT COMPLIANCE	0.0		$0	$70,013	$376,025
KRISTER MATTSON	VP ENTERPRISE ANALYTICS	0.0		$0	$57,201	$414,929
P MICHAEL JACOBS MD	MEDICAL VICE PRESIDENT	0.0		$0	$38,355	$247,883
PAMELA MAAS	FORMER VICE PRESIDENT BUSINESS SERVICES	0.0		$0	$0	$119,446
SHANNON MULLIGAN	VP HR & TOTAL REWARDS	0.0		$0	$51,715	$381,999
STEPHANIE CARROLL MD	MEDICAL VICE PRESIDENT	0.0		$0	$65,146	$377,749
STEPHEN SHAPIRO MD	CHIEF MEDICAL FOUNDATION OFFICER	0.0		$0	$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	$5,436,536	No data	$55,653,557	No data
2023	$75,099	$750	$45,450,723	$74,349
2022	$8,553,793	No data	$45,094,960	No data
2021	$1,272,002	$406,710	$41,136,564	$865,292
2020	$803,448	$345,861	$35,975,535	$457,587
2019	$1,075,972	$685,304	$35,664,298	$390,668
2018	$2,531,002	$2,546,617	$34,182,777	$-15,615

Gundersen Lutheran Health System Inc