GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC

EIN 39-1249705 · Health Care (E120)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders38 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.39%of revenue went to mission work85.4% of expenses · Program services

5.01%of revenue went to fundraising5.3% of expenses

$85.52spent for every $100 of revenueRevenue covered expenses this year.

8.91%of revenue went to management and office costs9.3% of expenses

$2.95in assets for every $1 spent this yearSome assets cannot be spent right away.

46.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $70,973 for PRAVEEN CHOPRA (EXECUTIVE LEADERSHIP TEAM MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$37,379,625

Mission workProgram services$30,422,25081.39% of revenue85.4% of expenses

ManagementOffice and general costs$3,330,3848.91% of revenue9.3% of expenses

FundraisingAsking for donations$1,873,3795.01% of revenue5.3% of expenses

Revenue left after expensesReported annual surplus$1,753,6124.69% of revenueShown in gray on the chart

Total expenses$35,626,01395.31% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 85.4% mission · 9.3% management · 5.3% fundraisingTotal expenses: 95.31% of revenue

2022Expense mix: 85.2% mission · 9.2% management · 5.7% fundraisingTotal expenses: 94.02% of revenue

2021Expense mix: 87.7% mission · 7.3% management · 5.1% fundraisingTotal expenses: 56.28% of revenue

2020Expense mix: 86.3% mission · 7.7% management · 6.0% fundraisingTotal expenses: 97.28% of revenue

2019Expense mix: 86.4% mission · 7.6% management · 5.9% fundraisingTotal expenses: 91.08% of revenue

2018Expense mix: 86.1% mission · 7.2% management · 6.7% fundraisingTotal expenses: 99.28% of revenue

2017Expense mix: 85.4% mission · 7.6% management · 7.0% fundraisingTotal expenses: 90.25% of revenue

2016Expense mix: 86.9% mission · 7.2% management · 5.9% fundraisingTotal expenses: 94.24% of revenue

Money in and money out

Revenue$41,658,151

Expenses$35,626,013

Annual surplus $6,032,138 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$30,422,250 · 85.4% of expenses

Management and office costs$3,330,384 · 9.3% of expenses

Fundraising$1,873,379 · 5.3% of expenses

See all reported dollar amounts

Revenue$41,658,151

Expenses$35,626,013

Assets$105,227,592

Income$76,370,474

Contributions$19,414,762

Mission work (program services)$30,422,250

Fundraising$1,873,379

Grants given$14,164,327

Average grant$363,188

Management and general$3,330,384

Stocks and bonds$82,395,871

Accounting fees$1,600

Investing fees$230,812

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PRAVEEN CHOPRAEXECUTIVE LEADERSHIP TEAM MEMBER $70,973Base · Other $70,973

TREY FOLKERS MDBOARD OF DIRECTORS - MEMBER (THRU 9/24) · 2 hrs/week $70,278Base · Other $70,278

STEPHEN SHAPIRO MDBOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER · 2 hrs/week $69,648Base · Other $69,648

BRIAN SIECK MDFORMER BOARD OF DIRECTORS - V CHAIRMAN, MEDICAL DO $69,087Base · Other $69,087

SCOTT RATHGABER MDCHIEF EXECUTIVE OFFICER · 2 hrs/week $68,728Base · Other $68,728

BENJAMIN JARMAN MDMEDICAL PARTNER OF MEDICAL EDUCATION $68,372Base · Other $68,372

LORI ROSENSTEIN MDBOARD OF DIRECTORS - MEMBER · 2 hrs/week $68,228Base · Other $68,228

TODD MAHR MDMEDICAL PARTNER OF PHILANTHROPY $64,849Base · Other $64,849

RANDI BERG MDMEDICAL PARTNER OF RTS $59,735Base · Other $59,735

LINDSEY M PRESTONVICE PRESIDENT, GMF $51,838Base · Other $51,838

JENNIFER KLEVEN MDMEDICAL PARTNER OF RESEARCH $49,697Base · Other $49,697

PARAIC KENNYMEDICAL RESEARCH $48,287Base · Other $48,287

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (38)

PRAVEEN CHOPRAEXECUTIVE LEADERSHIP TEAM MEMBER

TREY FOLKERS MDBOARD OF DIRECTORS - MEMBER (THRU 9/24)

STEPHEN SHAPIRO MDBOARD OF DIRECTORS - CHAIRMAN, MEDICAL PARTNER

BRIAN SIECK MDFORMER BOARD OF DIRECTORS - V CHAIRMAN, MEDICAL DO

SCOTT RATHGABER MDCHIEF EXECUTIVE OFFICER

BENJAMIN JARMAN MDMEDICAL PARTNER OF MEDICAL EDUCATION

LORI ROSENSTEIN MDBOARD OF DIRECTORS - MEMBER

TODD MAHR MDMEDICAL PARTNER OF PHILANTHROPY

RANDI BERG MDMEDICAL PARTNER OF RTS

LINDSEY M PRESTONVICE PRESIDENT, GMF

JENNIFER KLEVEN MDMEDICAL PARTNER OF RESEARCH

PARAIC KENNYMEDICAL RESEARCH

KELLEY BAHR MDBOARD OF DIRECTORS - MEMBER

DARBY G OLDENBURGMEDICAL RESEARCH

BARBARA A MILLERMEDICAL RESEARCH

STEVEN LOVRICHMEDICAL RESEARCH

KAREN COWDEN DAHLMEDICAL RESEARCH

P MICHAEL JACOBS MDMEDICAL VICE PRESIDENT

GERALD OETZELFORMER CHIEF FINANCIAL OFFICER

ROSANNE SCHULZ MPHBOARD OF DIRECTORS - MEMBER (THRU 12/23)

SISTER MARY ANN GSCHWIND FSPABOARD OF DIRECTORS - MEMBER

STEVE LITTLEINTERIM CHIEF FINANCIAL OFFICER, TREASURER (THRU 2

THOMAS KOSTERBOARD OF DIRECTORS - MEMBER

KURT OETTEL MDBOARD OF DIRECTORS - MEMBER (THRU 3/23)

MIKE BINSFELDBOARD OF DIRECTORS - TREASURER

LYNNETTA KOPPBOARD OF DIRECTORS - VICE CHAIR

LEAH REIMANN MDBOARD OF DIRECTORS - MEMBER

ALLAN SCHILLINGBOARD OF DIRECTORS - MEMBER

KATHY WIESERBOARD OF DIRECTORS - SECRETARY

JULIO BIRD MDFORMER MEDICAL PARTNER OF RESEARCH THRU 21

JOHN CEELENCHIEF FINANCIAL OFFICER, TREASURER (BEGIN 2/24)

GREGORY MARSO CPA MBTBOARD OF DIRECTORS - MEMBER (THRU 6/24)

GERALD ARNDTBOARD OF DIRECTORS - MEMBER

DUSTIN CUNNINGHAM CFPBOARD OF DIRECTORS - MEMBER

DARLA KRZOSKABOARD OF DIRECTORS - MEMBER

CHRISTOPHER BORN MDBOARD OF DIRECTORS - MEMBER

CHIP SCHILLINGBOARD OF DIRECTORS - MEMBER

ANDY FERGUSONBOARD OF DIRECTORS - MEMBER (BEGIN 9/24)

About this charity

Recognized since: January 1977
Location: 1836 SOUTH AVE, LA CROSSE, WI 54601-5429
County: La Crosse
In care of: % GERALD OETZEL
Primary officer: STEPHEN B SHAPIRO, Chairman

How to reach them

WebsiteVisit the charity’s website Emailgmf@gundersenhealth.org Phone(608) 775-6600

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Health Care (E120)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes