Gundersen Lutheran Credentialing Services FY2020 filing

La Crosse, WIUnknown exempt organization EIN 39-1856898Revenue $388K in FY2020

On file with the IRSgundersenhealth.org1910 South Avenue Suite Nca1-01 · La Crosse, WI

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78¢ of each $1 spent went to programs.
Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $430K a year · 88% of revenue · last 2 filings
Concern: a surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$52K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$388K
Spent
$624K
To programs
78%
Net assets
$216K
By yearFY2020–FY2021
Revenue
$388K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$388K
FY2021$587K
Expenses
$624K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$624K
FY2021$1.2M
Net assets
$216K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$216K
FY2021−$408K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2021) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $487K Management & general 22% · $137K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Gundersen Lutheran Credentialing Services executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Verifies healthcare providers' credentials and qualifications for the Gundersen Lutheran Health System.

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Provided by the organization

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2 programs · $487K · in their own filed words · FY2020
01

Providing credentialing and verification services in a coordinated manner to various healthcare providers in the gundersen lutheran health system. Processed over 457 initial applications and assisted in coordinating emergency priviileges during covid.

$487Kprogram expense
02

D

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$388K
Ln 12
Fees for servicesLn 2g$388K
Money outPt IX
$624K
Ln 25
Programscol B$487K
Managementcol C$137K
Owns and owesPt X
$216K
net assets · Ln 32
Cash and savingsLn 1–2$154K
Total assetsLn 16$268K
LiabilitiesLn 26$52K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$388K
Gains on assetsLn 7$0
Total revenueLn 12$388K
Assets in detailPt X, end of year
CashLn 1$154K
SavingsLn 2$0
Cash and savings togetherLn 1–2$154K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$268K
LiabilitiesLn 26$52K
Net assetsLn 32$216K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$364K$154K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$504K$268K
LiabilitiesLn 26$53K$52K
Net assetsLn 32$451K$216K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$12K$12K
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$610K$487K$124K$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$1K$0$1K$0
Total functional expensesLn 25$624K$487K$137K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $587K$1.2M−$624K−$408K 990 PDF
FY2020 Viewing $388K$624K−$235K$216K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $388,440 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $495,927$388,440
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $495,927$388,440
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $629,767$623,892
I-18 Total expensesPrior year $629,767$623,892
I-19 Revenue less expensesPrior year −$133,840−$235,452
Part VI · Governance 0 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $388,440 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $388,440 · Unrelated business $0 · Excluded from tax $0$388,440
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $388,440 · Unrelated business $0 · Excluded from tax $0$388,440
Part IX · Statement of functional expenses $623,892 across 29 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management feesManagement $12,372$12,372
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technologyPrograms $486,643 · Management $123,677 · Fundraising $0$610,320
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $0 · Management $1,200 · Fundraising $0$1,200
IX-25 Total functional expensesPrograms $486,643 · Management $137,249 · Fundraising $0$623,892
Part X · Balance sheet $267,808 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $363,710$153,808
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $140,750$114,000
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $504,460$267,808
X-17 Accounts payable and accrued expensesStart of year $53,091$51,891
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $53,091$51,891
X-27 Net assets without donor restrictionsStart of year $451,369$215,917
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $451,369$215,917
X-33 Total liabilities and net assetsStart of year $504,460$267,808
Part XI · Reconciliation of net assets $215,917 net assets at year end
XI-1 Total revenue$388,440
XI-2 Total expenses$623,892
XI-3 Revenue less expenses−$235,452
XI-4 Net assets at start of year$451,369
XI-10 Net assets at end of year$215,917

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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