Civic Intelligence

Gundersen Lutheran Medical Foundation Inc

EIN 39-1249705 • 501(c)3 • LA Crosse, WI

Profile

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.

1836 South AvenueLA Crosse, WI 54601

www.gundersenhealth.org/foundation

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.14x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

50th percentile

4.7%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$1,712,949

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$97,312,057

Up $16,331,891 (+20%) from 2023

Liabilities

Up

$5,298,194

Up $446,429 (+9.2%) from 2023

Net Assets

Up

$92,013,863

Up $15,885,462 (+21%) from 2023

Revenue

Up

$37,379,625

Up $13,869,221 (+59%) from 2023

Expenses

Up

$35,626,013

Up $10,282,836 (+41%) from 2023

Net Income

Up

$1,753,612

Up $3,586,385 (+196%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $54,050,002Liabilities 2010: $6,865,402Net Assets 2010: $47,184,6002010Assets 2011: $58,583,706Liabilities 2011: $5,386,792Net Assets 2011: $53,196,9142011Assets 2012: $60,970,285Liabilities 2012: $5,154,360Net Assets 2012: $55,815,9252012Assets 2013: $68,527,427Liabilities 2013: $4,476,143Net Assets 2013: $64,051,2842013Assets 2014: $66,954,642Liabilities 2014: $4,334,219Net Assets 2014: $62,620,4232014Assets 2015: $61,116,367Liabilities 2015: $5,538,294Net Assets 2015: $55,578,0732015Assets 2016: $62,063,473Liabilities 2016: $6,242,468Net Assets 2016: $55,821,0052016Assets 2017: $67,839,147Liabilities 2017: $4,038,099Net Assets 2017: $63,801,0482017Assets 2018: $60,941,458Liabilities 2018: $985,927Net Assets 2018: $59,955,5312018Assets 2019: $73,643,708Liabilities 2019: $2,063,022Net Assets 2019: $71,580,6862019Assets 2020: $80,355,345Liabilities 2020: $969,690Net Assets 2020: $79,385,6552020Assets 2021: $92,389,553Liabilities 2021: $2,062,072Net Assets 2021: $90,327,4812021Assets 2022: $76,898,967Liabilities 2022: $1,944,362Net Assets 2022: $74,954,6052022Assets 2023: $80,980,166Liabilities 2023: $4,851,765Net Assets 2023: $76,128,4012023Assets 2024: $97,312,057Liabilities 2024: $5,298,194Net Assets 2024: $92,013,8632024

Highlighted filing

2024

Assets$97,312,057
Liabilities$5,298,194
Net Assets$92,013,863

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $20,519,0362010Expenses 2011: $22,980,8502011Expenses 2012: $27,637,2232012Revenue 2013: $26,634,896Expenses 2013: $25,354,880Net Income 2013: $1,280,0162013Revenue 2014: $24,077,085Expenses 2014: $25,284,689Net Income 2014: -$1,207,6042014Revenue 2015: $25,226,475Expenses 2015: $28,334,125Net Income 2015: -$3,107,6502015Revenue 2016: $29,686,421Expenses 2016: $27,976,576Net Income 2016: $1,709,8452016Revenue 2017: $29,296,520Expenses 2017: $26,441,202Net Income 2017: $2,855,3182017Revenue 2018: $28,080,045Expenses 2018: $27,879,268Net Income 2018: $200,7772018Revenue 2019: $31,593,864Expenses 2019: $28,776,699Net Income 2019: $2,817,1652019Revenue 2020: $29,882,128Expenses 2020: $29,070,251Net Income 2020: $811,8772020Revenue 2021: $52,203,030Expenses 2021: $29,381,371Net Income 2021: $22,821,6592021Revenue 2022: $32,133,183Expenses 2022: $30,210,899Net Income 2022: $1,922,2842022Revenue 2023: $23,510,404Expenses 2023: $25,343,177Net Income 2023: -$1,832,7732023Revenue 2024: $37,379,625Expenses 2024: $35,626,013Net Income 2024: $1,753,6122024

Highlighted filing

2024

Revenue$37,379,625
Expenses$35,626,013
Net Income$1,753,612

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.3$5.30$92.0$37.4$35.6$1.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.0$4.85$76.1$23.5$25.3$1.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.9$1.94$75.0$32.1$30.2$1.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.4$2.06$90.3$52.2$29.4$22.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.4$0.97$79.4$29.9$29.1$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.6$2.06$71.6$31.6$28.8$2.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.9$0.99$60.0$28.1$27.9$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$4.04$63.8$29.3$26.4$2.86
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$62.1$6.24$55.8$29.7$28.0$1.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$5.54$55.6$25.2$28.3$3.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.0$4.33$62.6$24.1$25.3$1.21
2013Detailed filing. Detailed filing data is available for this year.$68.5$4.48$64.1$26.6$25.4$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$5.15$55.8$27.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.6$5.39$53.2$23.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.1$6.87$47.2$20.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$55,694,289
Mission and Program Overview

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.

To improve the life of patients and our larger community through medical education, research, outreach and the philanthropic support of gundersen health system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$68,014,122$82,395,871▲ $14,381,749
Savings and Temporary Cash Investments$3,445,494$3,728,049▲ $282,555
Pledges and Grants Receivable$1,088,295$1,931,137▲ $842,842
Land, Buildings, and Equipment, Net$1,134,567$910,918▼ $223,649
Accounts Receivable$544,768$573,711▲ $28,943
Prepaid Expenses and Deferred Charges$159,562$184,873▲ $25,311
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0--
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0--
Rtn Earn Endowment Incm Other Fnds$0--
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Total Assets$80,980,166$97,312,057▲ $16,331,891
Other Assets Total$6,593,358$7,587,498▲ $994,140
Liabilities
Other Liabilities$2,874,563$3,938,746▲ $1,064,183
Deferred Revenue$1,639,667$773,654▼ $866,013
Grants Payable$152,552$413,480▲ $260,928
Accounts Payable and Accrued Expenses$184,983$172,314▼ $12,669
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$4,851,765$5,298,194▲ $446,429
Net Assets / Fund Balance
Net Assets With Donor Restrictions$42,941,879$48,844,923▲ $5,903,044
Net Assets Without Donor Restrictions$33,186,522$43,168,940▲ $9,982,418
Total Net Assets Fund Balance$76,128,401$92,013,863▲ $15,885,462
Total Liabilities and Net Assets / Fund Balance$80,980,166$97,312,057▲ $16,331,891

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$568,670$1,965,457$2,534,127
Buildings$297,468$985,552$1,283,020
Other Land Buildings$44,780$110,606$155,386
Other Assets Org$558,409--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$27,150,316$411,679▲ $1,039,186$60,670$28,540,511
2023$26,714,342$461,374▼ $5,900$19,500$27,150,316
2022$26,246,839$1,814,685▼ $1,337,182$10,000$26,714,342
2021$24,552,014$1,323,778▲ $377,547$6,500$26,246,839
2020$23,756,744$675,270▲ $434,777$314,777$24,552,014
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen Shapiro MdBoard of Directors - Chairman, Medical Partner
Brian Sieck MdFormer Board of Directors - V Chairman, Medical Doctor
Lynnetta KoppBoard of Directors - Vice Chair
P Michael Jacobs MdMedical Vice President
Lindsey M PrestonVice President, Gmf
Allan SchillingBoard of Directors - Member
Christopher Born MdBoard of Directors - Member
Darla KrzoskaBoard of Directors - Member
Dustin Cunningham CfpBoard of Directors - Member
Gerald ArndtBoard of Directors - Member
Kelley Bahr MdBoard of Directors - Member
Leah Reimann MdBoard of Directors - Member
Lori Rosenstein MdBoard of Directors - Member
Sister Mary Ann Gschwind FspaBoard of Directors - Member
Thomas KosterBoard of Directors - Member
Andy FergusonBoard of Directors - Member (begin 9/24)
Rosanne Schulz MphBoard of Directors - Member (thru 12/23)
Gregory Marso CPA MbtBoard of Directors - Member (thru 6/24)
Trey Folkers MdBoard of Directors - Member (thru 9/24)
Kathy WieserBoard of Directors - Secretary
Mike BinsfeldBoard of Directors - Treasurer
Scott Rathgaber MdChief Executive Officer
John CeelenChief Financial Officer, Treasurer (begin 2/24)
Praveen ChopraExecutive Leadership Team Member
Gerald OetzelFormer Chief Financial Officer
Julio Bird MdFormer Medical Partner of Research Thru 21
Steve LittleInterim Chief Financial Officer, Treasurer (thru 2/24)
Benjamin Jarman MdMedical Partner of Medical Education
Todd Mahr MdMedical Partner of Philanthropy
Jennifer Kleven MdMedical Partner of Research
Randi Berg MdMedical Partner of Rts
Barbara a MillerMedical Research
Darby G OldenburgMedical Research
Karen Cowden DahlMedical Research
Paraic KennyMedical Research
Steven LovrichMedical Research

Highest Paid Contractors

ContractorServicesLocationCompensation
Digicopy INCPrinting/Mail Services1052 MAIN STREET SUITE 207, Stevens Point, WI 54481$295,412
Vendi Advertising LLCAdvertising125 4TH STREET N SUITE 200, La Crosse, WI 54601$225,590
Coulee Connections LLCCmn Grants99 MILWAUKEE ST, La Crosse, WI 54603$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$19,414,762
Program Service Revenue
$15,322,597
Investment Income
$1,760,261
Other Revenue
$882,005
All Other Contributions
$5,658,333
Change in Net Assets
$1,753,612

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$1,121,373Market value
Other Non Cash Contri Table8$3,109Market value
Total Noncash Contributions15$1,124,482-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,846,015
Grants and Similar Amounts Paid$3,779,998
Total Fundraising Expense$1,873,379
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,781,714--$2,781,714
Grants to Domestic Individuals$998,284--$998,284
Office Expenses$278,447$120,031$74,677$473,155
Fees for Services Other$78,519$0$293,225$371,744
Travel$237,381$22,533$4,520$264,434
Depreciation Depletion$150,597$106,040-$256,637
Fees for Service Investment Mgmnt Fees-$230,812-$230,812
Information Technology$114,897$3,996$62,633$181,526
Other Expenses$172,901$10,899$399$173,300
Conferences and Meetings$113,445$395$37,722$151,562
Royalties$143,562--$143,562
Advertising$16,591$61,121$50,091$127,803
Occupancy$88,372$15,440-$103,812
All Other Expenses$84,230$11,652$1,840$97,722
Insurance$35,071$17,000$10,429$62,500
Fees for Services Legal$10,537$7,559-$18,096
Fees for Services Management$5,590$1,003$1,131$7,724
Fees for Services Accounting-$1,600-$1,600
Total Functional Expenses$30,422,250$3,330,384$1,873,379$35,626,013
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gundersen Lutheran Medical CenterLa Cross, WI501(c)(3)General Support$1,172,814
Gundersen Lutheran Administrative Services IncLa Crosse, WI501(c)(3)General Support$1,124,964
Gundersen Clinic LTDLa Crosse, WI501(c)(3)General Support$483,936

International Summary

Offices
0
Employees
0
Spending
$153,616

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsInvestments--$153,616
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$297,080
Fundraising Gross Income$151,906
Gaming Gross Income$33,145
Gaming Direct Expenses$1,857
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Steppin' Out in Pink$522,469$81,570$85,379$-3,809
Cmn$1,316,349$46,394$29,531$16,863
Total Events$1,907,480$151,906$297,080$-145,174
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$3,670,023
Liabilities Under Unitrust Agr$154,908
Annuity Payment Liability$113,815
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 15 A AND B

All personnel services for gundersen lutheran medical foundation, inc. Are performed by employees of gundersen lutheran administrative services, inc. The compensation of the ceo is determined annually by a committee made up of the community members of the board of trustees. Their determination is made after a review of market data obtained from several organizations and ceo performance. Meeting minutes are taken and kept at the meetings where such discussions take place. Recommendations for compensation for the organizations' key management employees are developed annually by the ceo, after a review of performance and comparable market data. The proposed salaries are independently reviewed by an outside auditing firm. The compensation recommendations, audit reports, along with the market data, are presented to a committee made up of the community members of the board of trustees. The compensation amounts are not effective until the board committee approves them. Meeting minutes are taken and kept at the meetings where the board reviews them and approves the compensation of the key employees.

Form 990, Part VI, Line 3 Delegation of management duties

All management and personnel services for gundersen lutheran medical foundation, inc are performed by employees of gundersen lutheran adiminstrative service, inc.

Form 990, Part VI, Line 6 Classes of members or stockholders

Gundersen lutheran health system, inc. Is the sole corporate member of this organization.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

The corporate member, gundersen lutheran health system, inc. May elect the governing body.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

Gundersen lutheran health system, inc. Shall have the right to approve the election of all directors of the corporation, changes made by the corporation or to the mission of the corporation, to veto or approve any disaffiliation with gundersen lutheran health system, inc.; to vote upon any plan of liquidation or dissolution adopted by the board of directors of the corporation and to approve any mortgage or pledge of the corporation's assets, or any lease, sale or other disposition of substantially all of the assets of the corporation.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 will be available for all board members before filing and upon further review by the cfo, vice-president of finance or director of finance, the 990s are approved and filed.

Form 990, Part VI, Line 12C Conflict of interest policy

Each member of the gundersen lutheran medical foundation, inc. Governing board signs a conflict-of-interest statement on an annual basis. Members are asked to disclose conflicts as appropriate and abstain from voting when applicable.

Form 990, Part VI, Line 19 Required documents available to the public

Requests for forms 990 and certain other tax information is available for public inspection and copying through the gundersen lutheran legal department. A copy of the gundersen lutheran medical foundation, inc. Form 990 can also be found electronically on guidestar.org.

Form 990, Part VII, Section A, Line 1A AND PART VI, SECTION A, LINE 3

Gundersen lutheran administrative services, inc. Provides leased employees and management services to gundersen lutheran medical foundation. Therefore, the amounts reported on part vii represent reimbursements to gundersen lutheran administrative services, inc.

Form 990, Part VII, Section A, Line 1A, Column (C) FORMER REPORTING

The following individual is no longer considered a key employee for purposes of form 990 reporting: p. Michael jacobs, md

Filing and Contact Details

Filer

Filer Name
Gundersen Lutheran Medical Foundation Inc
EIN
39-1249705
Phone
6087756600
Address
1836 SOUTH AVENUE, LA CROSSE, WI 54601

Signing Officer

Name
Stephen B Shapiro
Title
Chairman
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
8
Employees
0
Volunteers
492

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Emily Beckerman
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A EDUCATIONAL PROGRAMS

Gundersen lutheran medical foundation, inc. Sponsors a premier community-based academic health center which is dedicated to exceptional education in a collaborative culture that fosters life-long learning, and the development of compassionate healthcare professionals devoted to the communities they serve. There are 6 fully accredited residency programs (family medicine, internal medicine, general surgery, oral and maxillofacial surgery, podiatric medicine and surgery and transitional year) and 3 fully accredited fellowships (advanced gi minimally invasive/bariatric surgery, hematology and medical oncology, and hopsice and pallative medicine). The clinical experience provided at gundersen inolves a balance of primary, tertiary, inpatient and outpatient medicine in serving a largely rural population in a tri-state area. Gundersen lutheran medical foundation serves as the western academic campus for the university of wisconsin school of medicine and public health (uw-smph) and as one of three sites for the wisconsin academcy for rural medicine (warm). We offer clinical experiences for more than 70 medical students per year and is primarily responsible for the majority of clinical rotations for 20 warm medical students per year. Gundersen lutheran medical foundation, inc. Is accredited by the wisconsin medical society for continuing medical education. In 2024, 113 live cme courses, 64 enduring material, 48 regular scheduled sessions, 12 performance/quality improvement activities, and 4 learning from teaching sessions were accomplished. Continuing medical education reflects our commitment to learning throughout the professional career of healthcare employees. The total participation for all cme program activities offered was 13,585 participants.

Form 990, Part III, Line 4B RESEARCH PROGRAMS

THE GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC. RESEARCH PROGRAM INCLUDES RESEARCH NAVIGATION, INCLUDING NURSING RESEARCH, CLINICAL TRIALS, AND TRANSLATIONAL RESEARCH THAT SEEK EVIDENCE-BASED, REPRODUCIBLE ANSWERS TO IMPORTANT QUESTIONS THAT PERTAIN TO THE HEALTH OF THE CITIZENS IN THE TRI-STATE REGION. RESEARCH HELPS DIRECT MEDICAL STAFF TO PROVIDE PATIENTS WITH THE MOST UP-TO-DATE ADVANCEMENTS IN MEDICAL CARE. THE DEPARTMENT SUPPORTS RESEARCH THROUGHOUT THE ORGANIZATION INCLUDING EFFORTS THAT HAVE LED TO BEING NAMED A NATIONAL CANCER INSTITUTE COMMUNITY ONCOLOGY RESEARCH PROGRAM (NCORP)- ONE OF THIRTY-TWO SUCH SITES IN THE NATION. OUR FOUNDATION IN CONSECUTIVE YEARS, 2014 THROUGH 2025, IN PARTNERSHIP WITH MARSHFIELD CLINIC RESEARCH FOUNDATION AND THEDA CARE HEALTH SYSTEM (THESE THREE ORGANIZATIONS COLLECTIVELY REFERRED TO AS WiNCORP) SHARED IN A $16.6 MILLION NATIONAL INSTITUTE GRANT. OF WHICH, IN 2024 WE RECEIVED $550,000 TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH CANCER RESEARCH. ADDITIONALLY, IN FISCAL YEAR 2024 THE CLINICAL RESEARCH TEAM ENROLLED 236 PATIENTS IN CLINICAL TRIALS ACROSS CANCER, CARDIOLOGY, OPHTHALMOLOGY, INTERVENTIONAL RADIOLOGY, AND OTHER SPECIALTIES. THE ALL OF US GRANT NOW IN YEAR 7 AT OUR INSTITUTION, CONTINUES ITS WORK TOWARD THE NATIONAL GOAL OF GATHERING HEALTH DATA FROM 1 MILLION PARTICIPANTS FOR THE PURPOSES OF, "EXCELERATING HEALTH RESEARCH AND MEDICAL BREAKTHROUGHS, AND ENABLING INDIVIDUALIZED PREVENTION, TREATMENT, AND CARE." FOR FISCAL YEAR 2024 OUR ORGANIZATION ENROLLED 1,060 PATIENTS IN THIS NATIONAL PROJECT. IN FISCAL YEAR 2024, THE RESEARCH DEPARTMENT HAD 50 PUBLICATIONS IN PEER-REVIEWED, PubMed-INDEXED PUBLICATIONS.

Form 990, Part III, Line 4C COMMUNITY HEALTH PROGRAMS

The community health programs sponsored by gundersen lutheran medical foundation, inc. Promote community health, emphasize disease prevention, wellness, improve access to care and quality of care, and other patient education programs. A total of $3.8 million was distributed in support of our mission: 25% for pediatric needs, 20% for medical research, 16% for medical education, 14% for oncology needs, 10% for patient services and community health programs, 6% for staff education, 4% for behavioral health programs, 2% for cardiology and emergency services, 2% for employee health and wellness, and 1% for physical and occupational therapy programs. Support for programs that benefit the community, such as a cancer prevention screening health event for hmong women over 50 years old, outfitting new ambulance trucks with automated cpr devices, customizing cancer treatments to the unique dna of patients, and building a clinic staffed by medical residents in a local elementary school are a few examples among many efforts made possible with philanthropic distributions of gundersen lutheran medical foundation, inc.

Form 990, Part III, Line 4D DESCRIPTION OF OTHER PROGRAM SERVICES

Bereavement program gundersen lutheran medical foundation, inc. Sponsors educational programs in bereavement care standards and has developed courses and resources to support healthcare professional bereavement care and education. We continue to develop and enhance our approach to education through online learning and live, virtual training. Resolve through sharing (rts), a department of gundersen lutheran medical foundation, inc. Is an internationally recognized proprietary bereavement training program. Rts is known as the gold standard in perinatal bereavement education, training, and patient support materials.

Form 990, Part III, Line 4A-4C Description of program services

(Expenses $ 877,592 including grants of $ 109,041)(Revenue $ 663,858) SEE SCHEDULE O.

Form 990, Part V, Line 2A PERSONAL SERVICES

All personnel services for gundersen lutheran medical foundation, inc. Are performed by employees of gundersen lutheran administrative services, inc. Hence line 2 indicates zero (0) filings.

Form 990, Part XII, Line 3A REQUIRED AUDIT

The information in the schedule is presented in accordance with the requirements of title 2 u.s. Code of federal regulations part 200, uniform administrative requirements, cost principles, and audit requirements for federal awards.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

Beginning in 2011, due to a change in policy board designated funds are no longer restricted by the board. Funds are used to support programs, future capital improvements and operations of the gundersen lutheran medical foundation and its related entities.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Income tax matters (in thousands) the system qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code (the code), with the exception of gundersen lutheran envision, llc and gundersen edge, llc, which are for-profit entities. At september 30, 2024 and november 30, 2023, net deferred tax assets of $11,395 and $10,512, respectively, wich primaryly are related to net operating loss carry forwards, have valuation allowances of $11,395 and $10,512, respectively, recorded against them due to the uncertainty of realizing those benefits in the future. At september 30, 2024, the system's federal net operating loss carry forwards were approximately $43,489, and the state net operating loss carry forwards were approximately $41,989, which will expire between 2032 and 2041. The system has reviewed its tax positions for all open years and has concluded that no liabilities exist for uncertain tax positions. The system's income tax returns are no longer subject to examination for 2018 and prior years.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11427994
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13560576
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17771264
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt191644221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20333317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21472425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22380649
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23221277
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24654982
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25241690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26300156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27165354
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt28186982
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt29183234
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30189034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31171679
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt32491161
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt33555068
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt34165000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt35209528
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD OF DIRECTORS - SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF DIRECTORS - VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTORS - TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS - MEMBER (BEGIN 9/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS - MEMBER (THRU 6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS - MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTORS - MEMBER (THRU 12/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS - MEMBER

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