Bellin Gundersen Health System Inc (EIN 920504278) - 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

2022

Legal Domicile

Phone

6087827300

Tax Period

2023-10-01 to 2024-09-30

Bellin Gundersen Health System Inc, founded in 2022, is a small nonprofit in the Health Care sector that reported $400K in total revenue in fiscal year 2023. Expenses of $15.8M exceeded revenue, resulting in a 3841% operating deficit.

Mission

TOGETHER WE WILL INSPIRE YOUR BEST LIFE BY RELENTLESSLY CARING, LEARNING, AND INNOVATING.

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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 $0

Program Service Revenue $0

Investment Income $399,871

Other Revenue $0

TOTAL REVENUE $399,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,758,873

Other Expenses $15,758,873

TOTAL EXPENSES $15,758,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$399,871	N/A	N/A
Expenses	$15,758,873	$9,559,674	+0.6%
Net Income	$-15,359,002	$-9,559,674	+0.6%

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

Employees

N/A

Volunteers

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

$9,567,282

Total Directors

$3,355,348

Key Employees

$1,119,217

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA GILLING	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
CHRISTOPHER EBERLEIN MD	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$70,228	$468,781
DANIEL FLORNESS	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
ELIZABETH COGBILL MD	BOARD OF DIRECTORS - MEMBER (BEGIN 1/24)	2.0	Director	$0	$41,006	$273,402
EZANA AZENE MD	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$70,278	$993,585
GERALD ARNDT	BOARD OF DIRECTORS, VICE CHAIRMAN	2.0	Director	$0	$0	$0
JAMES RIDER MD	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$46,448	$890,019
JOHN DYKEMA	BOARD OF DIRECTORS - CHAIRMAN	2.0	Director	$0	$0	$0
JOHN LYCHE	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
KARL SCHMIDT	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
RICHARD RADCLIFFE	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
ROBYN BORGE MD	BOARD OF DIRECTORS - MEMBER (THRU 12/23)	2.0	Director	$0	$47,055	$367,783
SAIED ASSEF MD	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
SHERRI HOYMAN DO	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$45,417	$361,778
SUSAN FINCO	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
TERESITA YUTUC	BOARD OF DIRECTORS - MEMBER	2.0	Director	$0	$0	$0
TERRY FULWILER	BOARD OF DIRECTORS - MEMBER (THRU 12/23)	2.0	Director	$0	$0	$0
WILLIAM BOHN	BOARD OF DIRECTORS - MEMBER (BEGIN 1/24)	2.0	Director	$0	$0	$0
ANDREA WERNER	CHIEF POPULATION OFFICER	2.0	Officer	$0	$27,093	$392,292
CHRIS WOLESKE	EXECUTIVE VP, NORTHERN COUNTIES REGIONAL PRESIDENT, EX-OFFICIO	2.0	Officer	$0	$238,232	$2,013,672
DANIEL LILLY	SECRETARY	2.0	Officer	$0	$69,978	$637,294
HEATHER SCHIMMERS RN	SOUTHERN COUNTIES REGIONAL PRESIDENT, EX-OFFICIO	2.0	Officer	$0	$68,378	$814,550
JOHN CEELEN	CHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)	2.0	Officer	$0	$0	$0
JULIE GRACEFFA	ASSISTANT TREASURER (THRU 3/24)	2.0	Officer	$0	$40,838	$284,024
LEANNE ANDERSEN	CHIEF PEOPLE OFFICER	2.0	Officer	$0	$63,599	$627,900
LISA HARTON	CHIEF QUALITY OFFICER	2.0	Officer	$0	$29,182	$427,108
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
PRAVEEN CHOPRA	CHIEF DIGITAL AND INFORMATION OFFICER	2.0	Officer	$0	$70,973	$725,955
SCOTT RATHGABER MD	CHIEF EXECUTIVE OFFICER, EX-OFFICIO	2.0	Officer	$0	$68,728	$1,712,949
STEVE LITTLE	INTERIM CHIEF FINANCIAL OFFICER (THRU 2/24)	2.0	Officer	$0	$0	$333,317
WILLIAM FARRELL	CHIEF INNOVATION & STRATEGY OFFICER	2.0	Officer	$0	$45,544	$673,894
CINDY LASECKI MD	NORTHERN CHIEF CLINICAL OFFICER	0.0	Key Emp	$0	$21,152	$404,428
MICHAEL DOLAN MD	SOUTHERN CHIEF CLINICAL OFFICER	0.0	Key Emp	$0	$73,420	$714,789
GERALD OETZEL	FORMER CHIEF FINANCIAL OFFICER	0.0		$0	$18,108	$573,176

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	$399,871	$15,758,873	No data	$-15,359,002
2023	No data	$9,559,674	No data	No data

Bellin Gundersen Health System Inc