Gundersen Clinic Ltd
Donations deductibleRevenue
$277.2m
year to 30 September 2025
Expenses
$384.5m
year to 30 September 2025
Total assets
$337.7m
$1.26bn liabilities
Net assets
Minus $922.3m
assets less liabilities
Directors and trustees
11
4.3y av
Staff
0
employees, year to 30 September 2025
Chair observed
≥6 yrs
Jennifer Kleven MD
Left since last filing
0
no seats appear to have opened
Gundersen Clinic Ltd's network
11 people8 organisationsi11 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (11) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jennifer Kleven MD Chair | Medical Governors - Chair | 2018 | 8 yrs |
| Benjamin Jarman MD | Medical Governors - Member | 2019 | 7 yrs |
| Benjamin Orozco MD | Medical Governors - Member | 2024 | 2 yrs |
| Christopher Eberlein MD (also filed as Chris Eberlein MD) | Medical Governors - Member | 2020 | 6 yrs |
| David Gerhard | Medical Governors - Member (Begin 10/24) | 2024 | 2 yrs |
| Elizabeth Cogbill MD | Medical Governors - Member | 2024 | 2 yrs |
| Ezana Azene MD | Medical Governors - Secretary & Treasurer | 2024 | 2 yrs |
| Paul Bergl | Medical Governors - Member (Begin 10/24) | 2024 | 2 yrs |
| Robyn Borge MD | Medical Governors - Member (Thru 1/24) | 2018 | 8 yrs |
| Stephanie Carroll MD | Medical Governors - Member | 2024 | 2 yrs |
| Trey Folkers MD | Medical Governors - Member (Thru 7/24) | 2024 | 2 yrs |
Officers and senior leadership
43 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andrea Werner | Chief Population Officer | 2024 |
| Bryan Erdmann | Vice President | since 2018 |
| Douglas Hughes MD | Medical Doctor | since 2018 |
| Daniel P Breazeale | Vice President Finance | since 2019 |
| Dara Bartels | CFO until June 2018 | 2018 |
| Ellen Pedretti-Fendt | Vice President Application Ser | since 2019 |
| Edward Riley II MD | Medical Doctor | since 2018 |
| Elizabeth Smith-Houska | Administrative Chief Operating | 2019 |
| Elizabeth Smith-Houskamp PhD RN | Administrative Chief Operating | since 2018 |
| Gerald Oetzel | Chief Financial Officer | since 2019 |
| Garith Steiner | Vice President | since 2018 |
| Heather Schimmers RN | Southern Counties Regional President, Ex-Officio | 2024 |
| Janine LUZ | Vice President Learning | since 2018 |
| Jeffrey M Lawrence MD | Medical Doctor | since 2018 |
| Jerry Davis MD | Medical Doctor | since 2018 |
| John Ceelen | Chief Financial Officer, Treasurer (Begin 2/24) | 2024 |
| Kari Adank | Vice President Compliance | since 2018 |
| Kraig Schuster | Vice President | since 2018 |
| Kurt Ziegelbein MD | Medical Doctor | 2020 |
| Leanne Andersen | Chief People Officer | 2024 |
| Lisa Harton | Chief Quality Officer | 2024 |
| Lisa Wied | Vice President | since 2018 |
| Marilu Bintz MD | Senior Vice President, CMO | since 2018 |
| Mark S Topolski MD | Medical Doctor | since 2019 |
| Mary Kuffel MD | Medical Vice President | since 2018 |
| Michael Dolan MD | Southern Chief Clinical Officer | since 2018 |
| Michael McKee | Vice President | since 2018 |
| Mark Teresi | Interim CFO Thru 03/19 | since 2018 |
| Mary Ellen McCartney | Senior Vice President | since 2018 |
| Michael O'Neill | Vice President Strategy Execut | 2019 |
| P Michael Jacobs DP | Medical Vice President | 2019 |
| P Michael Jacobs DPM | Medical Vice President | since 2018 |
| Pamela Maas | Vice President Business SVCS | since 2018 |
| Praveen Chopra | Chief Digital and Information Officer | 2024 |
| Patrick Conway MD | Medical Doctor | 2018 |
| Rose Ann-Laureto | Chief Information Officer | since 2018 |
| Scott Rathgaber MD | Chief Executive Officer | 2024 |
| Stephanie Carroll MD | Medical Vice President | since 2018 |
| Steve Little | Interim Chief Financial Officer, Treasurer (Thru 2/24) | 2024 |
| Steven Whitford MD | Medical Doctor | 2024 |
| Todd Kowalski MD | Medical Vice President | since 2018 |
| Todd Bille | Vice President Growth, Strateg | 2020 |
| William Farrell | Senior Vice President | since 2018 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Ezana Azene MD | Medical Governors, Secretary/Treasurer, MD | 2 | $0 | $892k | $74k |
| Jennifer Kleven MD | Medical Governors, Chairman | 2 | $0 | $406k | $52k |
| Benjamin Jarman MD | Medical Governors, MD, (End 9.30.25) | 2 | $0 | $482k | $72k |
| Benjamin Orozco MD | Medical Governors, MD | 2 | $0 | $426k | $69k |
| Christopher Eberlein MD | Medical Governors, MD | 2 | $0 | $422k | $75k |
| David Gerhard MD | Medical Governors, MD | 2 | $0 | $327k | $72k |
| Elizabeth Cogbill MD | Medical Governors, MD | 2 | $0 | $262k | $44k |
| Paul Bergl | Medical Governors, MD, (End 4.30.25) | 2 | $0 | $577k | $75k |
| Stephanie Carroll MD | Medical Governors, MD | 2 | $0 | $322k | $67k |
| Heather Schimmers RN | Ex-Officio, President | 2 | $0 | $842k | $72k |
| John Ceelen | Chief Financial Officer | 1 | $0 | $728k | $54k |
| Scott Rathgaber MD | CEO | 1 | $0 | $1.3m | $73k |
| Ellen Pedretti-Fendt | Vice President, Business Partnering and Service Delivery | 0 | $0 | $229k | $59k |
| Eric Dehn | Vice President, Digital Solutions and Enterprise Architecture | 0 | $0 | $313k | $66k |
| Janine Luz-Jensen | Vice President, Talent Acquisition, Talent Development, & Learning | 0 | $0 | $246k | $53k |
| Kari Adank | Vice President, Compliance | 0 | $0 | $270k | $60k |
| Krister Mattson | Vice President, Enterprise Analytics and Data Science | 0 | $0 | $306k | $56k |
| Marilu Bintz MD | Former Medical VP, Community and CMO-Critical Access Hospitals | 0 | $0 | $261k | $39k |
| Shannon Mulligan | Vice President, HR & Total Rewards | 0 | $0 | $289k | $20k |
| Stephen Shapiro MD | Former Chief Medical Foundation Officer | 0 | $0 | $548k | $64k |
| Steve Little | Former Chief Financial Officer | 0 | $0 | $210k |
About
- Legal name
- Gundersen Clinic Ltd
- EIN
- 391028657
- Address
- 1836 South Ave, La Crosse, WI, 54601-5429
- State
- Wisconsin
- Mission
- To provide medical and surgical services, engage in medical education and research, and promote community health to deliver the highest quality comprehensive health care to all patients without regard to their ability to pay. (as filed on the Form 990)
- Activity (NTEE)
- E220 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 9 (IRS master file code)
- Formed
- 1963
- IRS ruling date
- 1 February 1989
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUPPORT ORGBellin Gundersen Health System IncRelatedSUPPORT ORGGundersen Lutheran Health System IncRelatedHEALTHCAREGundersen Lutheran Medical Center IncRelatedSUPPORT ORGGundersen Lutheran Administrative Services Inc
Longest observed on the filings
≥8years on the filingsJennifer Kleven MD
≥8years on the filingsRobyn Borge MD
≥7years on the filingsBenjamin Jarman MD
≥6years on the filingsChristopher Eberlein MD
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $337.7m
- Total liabilities
- $1.26bn
- Net assets or fund balances
- Minus $922.3m
- Contributions and grants received
- $1.2m
- Program service revenue
- $275.4m
- Grants and similar paid out
- $3.7m
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $244.3m | $327.5m | Deficit $83.2m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Gundersen Lutheran Medical Foundation Inc | Operations support | $1.3m |