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ASPIRUS HEALTH FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ASPIRUS HEALTH FOUNDATION INC (EIN 39-1256656)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202341329349303199
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T12:13:12-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391256656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASPIRUS HEALTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASPIBusinessNameControlTxt
Phone7158472250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 PINE RIDGE BLVDAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIDNEY C SCZYGELSKIPersonNm
Person TitleSENIOR VP OF FINANCE & CFOPersonTitleTxt
Phone7158472250PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSIDNEYPersonFirstNm
Person LastSCZYGELSKIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2023-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATTHEW HEYWOODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 WESTWOOD DRAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,718,231GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASPIRUS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1976FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionWE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,106,109PYContributionsGrantsAmt
CY Contributions Grants$1,703,717CYContributionsGrantsAmt
PY Program Service Revenue$107,696PYProgramServiceRevenueAmt
CY Program Service Revenue$119,426CYProgramServiceRevenueAmt
PY Investment Income$1,045,685PYInvestmentIncomeAmt
CY Investment Income$2,789,839CYInvestmentIncomeAmt
PY Other Revenue$17,058PYOtherRevenueAmt
CY Other Revenue-$14,453CYOtherRevenueAmt
PY Total Revenue$2,276,548PYTotalRevenueAmt
CY Total Revenue$4,598,529CYTotalRevenueAmt
PY Grants And Similar Paid$991,736PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,607,435CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$145,516PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$184,374CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$71,895CYTotalFundraisingExpenseAmt
PY Other Expenses$259,984PYOtherExpensesAmt
CY Other Expenses$260,722CYOtherExpensesAmt
PY Total Expenses$1,397,236PYTotalExpensesAmt
CY Total Expenses$2,052,531CYTotalExpensesAmt
PY Revenues Less Expenses$879,312PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,545,998CYRevenuesLessExpensesAmt
Total Assets BOY$42,241,795TotalAssetsBOYAmt
Total Assets EOY$36,765,149TotalAssetsEOYAmt
Total Liabilities BOY$9,584,841TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,175,531TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,656,954NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,589,618NetAssetsOrFundBalancesEOYAmt
MissionWE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,249,764ExpenseAmt
Grant$1,249,764GrantAmt
Revenue$0RevenueAmt
DescDONOR DESIGNATED CONTRIBUTIONS ACTIVITY:THROUGH ITS PHILANTHROPIC ACTIVITIES THE FOUNDATION ADVANCES EXTRAORDINARY HEALTH CARE BY PROVIDING FUNDS FOR RESEARCH, EDUCATION, INFORMATION, CLINICAL PROGRAMS AND CARE DELIVERY, HEALTH SERVICES, AND SCREENING. DONOR DESIGNATED CONTRIBUTIONS PROVIDE SUPPORT FOR THE DESIGNATED FUNDS OF ASPIRUS WAUSAU HOSPITAL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$532,144ExpenseAmt
Grant$357,671GrantAmt
Revenue$119,426RevenueAmt
DescUNRESTRICTED CONTRIBUTIONS ACTIVITY: THROUGH ITS PHILANTHROPIC ACTIVITIES THE FOUNDATION ADVANCES EXTRAORDINARY HEALTH CARE BY PROVIDING FUNDS FOR RESEARCH, EDUCATION, INFORMATION, PROGRAMS, SERVICES AND SCREENINGS, COMMUNITY HEALTH INITIATIVES, AND WORKFORCE DEVELOPMENT SCHOLARSHIPS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,781,908TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIDNEY C SCZYGELSKIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158472250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 WESTWOOD DRIVEAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CHRISTOPHER PETERSON MD
BOARD MEMBER/PHYSICIAN1.0040.00Yes (X)$0$1,226,312$52,224
NOEL SONNEK MD
BOARD MEMBER/PHYSICIAN1.0040.00Yes (X)$0$340,162$33,115
ANN WICKLUND
BOARD MEMBER (THRU 09/21)1.00Yes (X)$0$0$0
BEN REIF
CHAIR1.00Yes (X)$0$0$0Yes (X)
STEWART ETTEN
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
ELLIE ROCK REINECK
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
KAY GRULING MD
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID KALLSTROM
BOARD MEMBER1.00Yes (X)$0$0$0
DEBORAH KANE
BOARD MEMBER1.00Yes (X)$0$0$0
BONNIE KOELSCH
BOARD MEMBER1.00Yes (X)$0$0$0
BRAD PECK
BOARD MEMBER1.00Yes (X)$0$0$0
CHARLIE PETH
BOARD MEMBER (THRU 09/21)1.00Yes (X)$0$0$0
CHAD RADKE DO
BOARD MEMBER1.00Yes (X)$0$0$0
MATTHEW HEYWOOD
PRESIDENT & CEO ASPIRUS2.0050.00$0$2,684,221$266,094Yes (X)
SIDNEY SCZYGELSKI
SR. VP OF FINANCE/CFO2.0050.00$0$915,379$141,626Yes (X)
TARA DRAEGER
INTERIM EXECUTIVE DIRECTOR30.0010.00$0$116,683$37,023Yes (X)
JOHN HEISLER
SVP & CHIEF HUMAN RESOURCES OFFICER2.0050.00$0$751,984$56,650Yes (X)
JESSE TISCHER
SVP & PRESIDENT-REGIONAL MARKETS2.0050.00$0$644,385$101,649Yes (X)
JENNIFER REDMAN-SCHELL
SVP & PRESIDENT - AMG2.0050.00$0$572,454$92,664Yes (X)
TODD RICHARDSON
SVP & CHIEF INFORMATION OFFICER2.0050.00$0$516,494$97,286Yes (X)
ERIC ANDERSON
SVP-SERVICE LINE & PATIENT EXP.2.0050.00$0$495,034$104,300Yes (X)
JAMES MATHESON
SVP-CHIEF STRATEGY OFFICER2.0050.00$0$452,729$89,948Yes (X)
MICHAEL HOLZHUETER
SVP-GENERAL COUNSEL2.0050.00$0$449,756$89,333Yes (X)
RUTH RISLEY-GRAY
SVP & SYSTEM CNO2.0050.00$0$329,902$52,673Yes (X)
MICHAEL MCGRAIL MD
FORMER KE/SVP & SYSTEM CMO0.000.00$0$449,085$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,944,580TotReportableCompRltdOrgAmt
Total Other Compensation$1,214,585TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$53,920FundraisingAmt
Related Organizations$7,000RelatedOrganizationsAmt
All Other Contributions$1,642,797AllOtherContributionsAmt
Total Contributions$1,703,717TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEEDesc
Business561000BusinessCd
Total Revenue Column$119,426TotalRevenueColumnAmt
Related Or Exempt Func Income$119,426RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$119,426TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,431,494TotalRevenueColumnAmt
Exclusion$1,431,494ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,456,620SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,098,275SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,358,345SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,358,345TotalRevenueColumnAmt
Exclusion$1,358,345ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$4,428FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$53,920ContriRptFundraisingEventAmt
Fundraising Direct Expenses$21,254FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$16,826TotalRevenueColumnAmt
Exclusion-$16,826ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$2,546GamingGrossIncomeAmt
Gaming Direct Expenses$173GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,373TotalRevenueColumnAmt
Exclusion$2,373ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,598,529TotalRevenueColumnAmt
Related Or Exempt Func Income$119,426RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,775,386ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,607,435TotalAmt
Program Services$1,607,435ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$143,447TotalAmt
Program Services$58,768ProgramServicesAmt
Management And General$27,991ManagementAndGeneralAmt
Fundraising$56,688FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$40,927TotalAmt
Program Services$17,422ProgramServicesAmt
Management And General$8,298ManagementAndGeneralAmt
Fundraising$15,207FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,632TotalAmt
Management And General$9,632ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$125TotalAmt
Program Services$100ProgramServicesAmt
Management And General$25ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,845TotalAmt
Program Services$29,784ProgramServicesAmt
Management And General$61ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,310TotalAmt
Program Services$3,866ProgramServicesAmt
Management And General$1,444ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,933TotalAmt
Program Services$13,773ProgramServicesAmt
Management And General$6,160ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,178TotalAmt
Management And General$2,178ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
CORPORATE ALLOCATIONS$142,939$142,939
SCHOLARS PROG. BAD DEBT$50,745$50,745

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15TotalAmt
Program Services$15ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,052,531TotalAmt
Program Services$1,781,908ProgramServicesAmt
Management And General$198,728ManagementAndGeneralAmt
Fundraising$71,895FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$378,057BOYAmt
EOY$1,073,991EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$247,823BOYAmt
EOY$85,406EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,100BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,545LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,545LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,597,242BOYAmt
EOY$34,410,578EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$987,545BOYAmt
EOY$1,190,524EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,028BOYAmt
EOY$4,650EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,241,795BOYAmt
EOY$36,765,149EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$120,567BOYAmt
EOY$122,146EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,464,274BOYAmt
EOY$8,053,385EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,584,841BOYAmt
EOY$8,175,531EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,837,910BOYAmt
EOY$20,429,850EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,819,044BOYAmt
EOY$8,159,768EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,656,954BOYAmt
EOY$28,589,618EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,241,795BOYAmt
EOY$36,765,149EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,545,998ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,613,334NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,310,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,890,566CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,108,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,106,109CurrentTaxYearMinus1YearAmt
Current Tax Year$1,703,717CurrentTaxYearAmt
Total$9,119,615TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,310,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,890,566CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,108,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,106,109CurrentTaxYearMinus1YearAmt
Current Tax Year$1,703,717CurrentTaxYearAmt
Total$9,119,615TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$381,914SubstantialContributorsTotAmt
Public Support Total170$8,737,701PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$893,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,310,391CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$971,969CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$869,420CurrentTaxYearMinus1YearAmt
Current Tax Year$1,431,494CurrentTaxYearAmt
Total$5,477,089TotalAmt
FieldValueIRS element (for citing)
Total Support$14,596,704TotalSupportAmt
Gross Receipts Rltd Activities$952,446GrossReceiptsRltdActivitiesAmt
Public Support CY1700.59860PublicSupportCY170Pct
Public Support PY1700.59390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,116,875BeginningYearBalanceAmt
Investment Earnings Or Losses-$3,157,413InvestmentEarningsOrLossesAmt
Grants Or Scholarships$186,000GrantsOrScholarshipsAmt
Other Expenditures$61,021OtherExpendituresAmt
Administrative Expenses$25,411AdministrativeExpensesAmt
End Year Balance$19,687,030EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,888,970BeginningYearBalanceAmt
Investment Earnings Or Losses$5,501,292InvestmentEarningsOrLossesAmt
Grants Or Scholarships$185,000GrantsOrScholarshipsAmt
Other Expenditures$65,021OtherExpendituresAmt
Administrative Expenses$23,366AdministrativeExpensesAmt
End Year Balance$23,116,875EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,918,248BeginningYearBalanceAmt
Investment Earnings Or Losses$293,957InvestmentEarningsOrLossesAmt
Grants Or Scholarships$220,000GrantsOrScholarshipsAmt
Other Expenditures$82,687OtherExpendituresAmt
Administrative Expenses$20,548AdministrativeExpensesAmt
End Year Balance$17,888,970EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,935,369BeginningYearBalanceAmt
Contributions$300,000ContributionsAmt
Investment Earnings Or Losses$994,543InvestmentEarningsOrLossesAmt
Grants Or Scholarships$220,000GrantsOrScholarshipsAmt
Other Expenditures$71,832OtherExpendituresAmt
Administrative Expenses$19,832AdministrativeExpensesAmt
End Year Balance$17,918,248EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,742,001BeginningYearBalanceAmt
Contributions$302,011ContributionsAmt
Investment Earnings Or Losses$1,247,047InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$336,267GrantsOrScholarshipsAmt
Administrative Expenses-$19,423AdministrativeExpensesAmt
End Year Balance$16,935,369EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.59800BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.32640PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07560TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,545OtherCostOrOtherBasisAmt
Depreciation$13,545DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DONOR IMPOSED LIABILITIES$7,994,187
DUE TO RELATED PARTIES$59,198
FieldValueIRS element (for citing)
Total Liability$8,053,385TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$3,243,142TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,613,334NetUnrealizedGainsInvstAmt
Revenue Not Reported-$6,613,334RevenueNotReportedAmt
Revenue Subtotal$3,370,192RevenueSubtotalAmt
Other Revenues Not Included$1,228,337OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,228,337RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,598,529TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$824,194TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$21,427OtherExpensesIncludedAmt
Expenses Not Reported$21,427ExpensesNotReportedAmt
Expenses Subtotal$802,767ExpensesSubtotalAmt
Other Expenses Not Included$1,249,764OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,249,764ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,052,531TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENTS ARE MAINTAINED TO SUPPORT QUALITY OF LIFE PROGRAMS FOR HOSPICE AND PALLIATIVE CARE PATIENTS AND FAMILIES, CANCER PATIENTS, HEART PATIENTS, AND THE SCHOLARSHIP PROGRAM.
PART X, LINE 2:FROM CONSOLIDATED AUDIT WHICH COVERS ASPIRUS HEALTH FOUNDATION, INC.: ASPIRUS HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND CONCLUDED THAT NO MATERIAL LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2022.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DESIGNATED CONTRIBUTIONS RAISED FOR OTHERS 1,249,764. FUNDRAISING EXPENSES -21,254. GAMING EXPENSES -173.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 21,254. GAMING EXPENSES 173.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DESIGNATED CONTRIBUTIONS RAISED FOR OTHERS 1,249,764.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF CLASSICEvent1Nm
Gross Receipts Event1$53,953GrossReceiptsEvent1Amt
Charitable Contri Event1$49,660CharitableContriEvent1Amt
Gross Revenue Event1$4,293GrossRevenueEvent1Amt
Other Direct Expenses Event1$13,864OtherDirectExpensesEvent1Amt
Event2FESTIVAL OF TREESEvent2Nm
Gross Receipts Event2$4,395GrossReceiptsEvent2Amt
Charitable Contri Event2$4,260CharitableContriEvent2Amt
Gross Revenue Event2$135GrossRevenueEvent2Amt
Food And Beverage Event2$230FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$7,160OtherDirectExpensesEvent2Amt
Gross Receipts Total$58,348GrossReceiptsTotalAmt
Charitable Contributions Tot$53,920CharitableContributionsTotAmt
Gross Revenue Total Events$4,428GrossRevenueTotalEventsAmt
Food And Beverage Total Events$230FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$21,024OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,254DirectExpenseSummaryEventsAmt
Net Income Summary-$16,826NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ASPIRUS WAUSAU HOSPITAL
333 PINE RIDGE BLVDWAUSAUWI54401391138241501(C)(3)$1,211,271$0TO FUND HOSPITAL PROGRAMS
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROADMILWAUKEEWI53226390806261501(C)(3)$180,000$0SCHOLARSHIPS FOR HEALTH CARE PROFESSIONALS
AIDS RESOURCE CENTER DBA VIVENT HEALTH
648 N PLANKTON AVE SUITE 200MILWAUKEEWI53203391534049501(C)(3)$25,000$0TO FUND OVERDOSE PREVENTION PROGRAMS IN THE COMMUNITY
THREE BRIDGES RECOVERY WISCONSIN INC
441 GARFIELD STWISCONSIN RAPIDSWI54494825015616501(C)(3)$22,500$0TO SUPPORT RECOVERY COACHING PROGRAMS
NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION INC
1000 W CAMPUS DRIVEWAUSAUWI54401391266481501(C)(3)$6,000$0SCHOLARSHIPS FOR HEALTH CARE PROFESSIONALS
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL PAYMENTS ARE MONITORED BY THE GRANT ADMINISTRATOR TO ENSURE ADHERENCE TO THE STATED GRANT PURPOSE. ANY UNUSED OR UNSPENT FUNDS ARE RETURNED TO THE GRANTOR.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MATTHEW HEYWOOD
PRESIDENT & CEO ASPIRUS$0$1,051,076$0$1,629,342$0$3,803$0$17,346$0$248,748$0$2,950,315$0$0
CHRISTOPHER PETERSON MD
BOARD MEMBER/PHYSICIAN$0$1,219,504$0$600$0$6,208$0$17,346$0$34,878$0$1,278,536$0$0
SIDNEY SCZYGELSKI
SR. VP OF FINANCE/CFO$0$610,115$0$177,495$0$127,769$0$20,196$0$121,430$0$1,057,005$0$112,143
JOHN HEISLER
SVP & CHIEF HUMAN RESOURCES OFFICER$0$289,961$0$426,149$0$35,874$0$13,626$0$43,024$0$808,634$0$25,179
JESSE TISCHER
SVP & PRESIDENT-REGIONAL MARKETS$0$501,025$0$142,821$0$539$0$11,714$0$89,935$0$746,034$0$0
JENNIFER REDMAN-SCHELL
SVP & PRESIDENT - AMG$0$405,520$0$113,119$0$53,815$0$17,346$0$75,318$0$665,118$0$51,368
TODD RICHARDSON
SVP & CHIEF INFORMATION OFFICER$0$357,568$0$105,424$0$53,502$0$17,346$0$79,940$0$613,780$0$50,634
ERIC ANDERSON
SVP-SERVICE LINE & PATIENT EXP.$0$382,299$0$111,001$0$1,734$0$17,346$0$86,954$0$599,334$0$0
JAMES MATHESON
SVP-CHIEF STRATEGY OFFICER$0$322,706$0$94,649$0$35,374$0$16,347$0$73,601$0$542,677$0$26,065
MICHAEL HOLZHUETER
SVP-GENERAL COUNSEL$0$399,152$0$25,600$0$25,004$0$8,700$0$80,633$0$539,089$0$0
MICHAEL MCGRAIL MD
FORMER KE/SVP & SYSTEM CMO$0$0$0$0$0$449,085$0$0$0$0$0$449,085$0$449,085
RUTH RISLEY-GRAY
SVP & SYSTEM CNO$0$213,913$0$91,534$0$24,455$0$17,417$0$35,256$0$382,575$0$19,718
NOEL SONNEK MD
BOARD MEMBER/PHYSICIAN$0$333,775$0$600$0$5,787$0$17,255$0$15,860$0$373,277$0$0
TARA DRAEGER
INTERIM EXECUTIVE DIRECTOR$0$106,029$0$10,493$0$161$0$4,785$0$32,238$0$153,706$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3FOR THE PURPOSES OF DETERMINING COMPENSATION FOR THE FILING ORGANIZATION, ASPIRUS HEALTH FOUNDATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4BSCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIRMENT 457 (F) DISTRIBUTION: S. SCZYGELSKI $112,143 J. MATHESON $26,065 J. HEISLER $25,179 M. MCGRAIL $449,085 R. RISLEY-GRAY $19,718 T. RICHARDSON $50,634 J. REDMAN-SCHELL $51,368 KEY EMPLOYEES OF THE ORGANIZATION OR A PARTICIPATING AFFILIATE ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN YEAR IS JANUARY 1 TO DECEMBER 31ST. EMPLOYER CONTRIBUTIONS: THE CONTRIBUTION MADE BY THE EMPLOYER IS A THREE-TIERED STRUCTURE DEPENDING UPON THE EXECUTIVE'S POSITION, WHICH ARE AS FOLLOWS: 13% FOR SENIOR VICE PRESIDENT OR PRESIDENT, 15% FOR SVP & CHIEF FINANCIAL OFFICER, AND 20% FOR THE PRESIDENT & CHIEF EXECUTIVE OFFICER. IF A PARTICIPANT TERMINATES DURING THE YEAR, THE PARTICIPANT'S EXECUTIVE ALLOWANCE IS PRORATED BASED ON THE NUMBER OF FULL CALENDAR MONTHS FROM THE BEGINNING OF THE PLAN YEAR TO THE BEGINNING OF THE CALENDAR YEAR MONTH CLOSEST TO THE CHANGE OR TERMINATION OF EMPLOYMENT. DISTRIBUTIONS: CONTINUATION OF EMPLOYMENT THROUGH THE DEFERRED VESTING DATE; THE DATE ON WHICH THE PARTICIPANT'S EMPLOYMENT IS TERMINATED AS A RESULT OF DEATH OR DISABILITY; 24 MONTHS FROM THE DATE ON WHICH THE PARTICIPANT INCURS AN INVOLUNTARY SEPARATION FROM SERVICE WITHOUT REASONABLE CAUSE OR THE DATE THAT IS 24 MONTHS FOLLOWING THE PARTICIPANT'S SEPARATION FROM SERVICE, BUT ONLY IF THE PARTICIPANT'S INTEREST HAS NOT BEEN FORFEITED FOR COMPETITION DURING SUCH 24 MONTH PERIOD AND THE PARTICIPANT HAS NOT ENGAGED IN COMPETITION AFTER HIS OR HER SEPARATION FROM SERVICE AND PRIOR TO HIS OR HER DEATH, THE PARTICIPANT SHALL BE VESTED AT HIS OR HER DATE OF DEATH.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE PARENT ORGANIZATION, ASPIRUS, INC. IS THE SOLE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHERE SHALL BE A MINIMUM OF 8 AND NO MORE THAN 13 MEMBERS ON THE BOARD OF DIRECTORS. THE MEMBERS SHOULD CONSIST OF THE PRESIDENT/CEO, THE EXECUTIVE DIRECTOR, THE PRESIDENT OF ASPIRUS VOLUNTEERS, AND OTHER DIRECTORS. THE ADDITIONAL DIRECTORS SHALL BE ELECTED BY THE CORPORATION'S BOARD. THE SOLE MEMBER HAS THE ABILITY TO ADJUST THE NUMBER OF DIRECTORS ALONG WITH THE OTHER POWERS DESCRIBED BELOW.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION, ASPIRUS INC.: 1) CHANGE OR AMEND THE ARTICLES OF INCORPORATION OR BYLAWS, 2) CHANGE THE MISSION, PURPOSE, OR SCOPE OF THE CORPORATION, 3) RATIFICATION OR REMOVAL OF DIRECTORS OR OFFICERS, 4) CHANGE THE FORMULA OR METHODOLOGY FOR DETERMINING PHYSICIAN COMPENSATION, AND 5) APPROVAL OF ANNUAL OPERATING AND CAPITAL EXPENDITURE BUDGETS, STRATEGIC AND LONG-RANGE PLANS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ACCOUNTING DEPARTMENT ACCUMULATES ALL 990 INFORMATION. THESE DOCUMENTS ARE REVIEWED BY THE CFO. THE 990 IS REVIEWED BY OTHER SENIOR MANAGEMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE AND ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS THROUGH DIRECTOR'S DESK OR OTHER MEANS OF ELECTRONIC RETRIEVAL.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ALL MANAGERS ARE REQUIRED TO SIGN BIANNUAL CONFLICT OF INTEREST STATEMENTS. THE ORGANIZATION'S CEO AND BOARD CHAIR REVIEW THE STATEMENTS AND HIGHLIGHT POTENTIAL CONFLICTS. THE BOARD DETERMINES ON A CASE BY CASE BASIS ANY ACTIONS REQUIRED. INDIVIDUALS ARE NOT PERMITTED TO VOTE ON ANY TRANSACTION WHERE A CONFLICT HAS BEEN DETERMINED TO EXIST. ALL CONFLICTS AND PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15FOR PURPOSES OF DETERMINING COMPENSATION, ASPIRUS HEALTH FOUNDATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH THE COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR IS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, EXPLANATION FOR HOURS WORKED:SOME OFFICERS AND DIRECTORS ALSO PROVIDED SERVICE TO OTHER RELATED ORGANIZATIONS OTHER THAN ASPIRUS HEALTH FOUNDATION, INC. THESE HOURS ARE REFLECTED IN LINE 2 OF COLUMN B.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ASPIRUS INC
333 PINE RIDGE BLVDWAUSAUWI54401391328331HEALTHCAREWI501 (C) 3LINE 12B, IIN/A0
ASPIRUS WAUSAU HOSPITAL INC
333 PINE RIDGE BLVDWAUSAUWI54401391138241HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS BUILDINGS INC
333 PINE RIDGE BLVDWAUSAUWI54401391406537PROPERTY LEASINGWI501 (C) 3LINE 10Yes (1)ASPIRUS INC
ASPIRUS EXTENDED SERVICES INC
333 PINE RIDGE BLVDWAUSAUWI54401390782130NURSING HOME SERVICESWI501 (C) 3LINE 10Yes (1)ASPIRUS INC
ASPIRUS MEDICAL GROUP INC
333 PINE RIDGE BLVDWAUSAUWI54401391670223MEDICAL SERVICESWI501 (C) 3LINE 10Yes (1)ASPIRUS INC
ASPIRUS ONTONAGON HOSPITAL INC
601 SEVENTH STREETONTONAGONMI49953260806477HOSPITALMI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS VNA HOME HEALTH INC
520 N 32ND AVENUEWAUSAUWI54401390808511HOME HEALTH CARE SERVICESWI501 (C) 3LINE 10Yes (1)ASPIRUS INC
ASPIRUS VNA EXTENDED CARE INC
520 N 32ND AVENUEWAUSAUWI54401391597350PERSONAL CARE SERVICESWI501 (C) 3LINE 10Yes (1)ASPIRUS VNA HOME HEALTH INC
ASPIRUS IRON RIVER HOSPITAL & CLINICS INC
1400 W ICE LAKE ROADIRON RIVERMI49935383236977HOSPITALMI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS IRONWOOD HOSPITAL & CLINICS INC
N 10561 GRAND VIEW LANEIRONWOODMI49938382908586HOSPITALMI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC
410 DEWEY STREETWISCONSIN RAPIDSWI54494390868982HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS KEWEENAW HOSPITAL
205 OSCEOLA STREETLAURIUMMI49913381443361HOSPITALMI501 (C) 3LINE 3Yes (1)ASPIRUS INC
DIVINE SAVIOR HEALTHCARE INC
2817 NEW PINERY ROADPORTGAGEWI53901390806250HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS MEDFORD HOSPITAL & CLINICS INC
135 S GIBSON STREETMEDFORDWI54451390964813HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS MEDFORD FOUNDATION INC
135 S GIBSON STREETMEDFORDWI54451391777081CHARITABLE FOUNDATIONWI501 (C) 3LINE 7Yes (1)ASPIRUS INC
ASPIRUS STEVENS POINT HOSPITAL & CLINICS INC
900 ILLINOIS AVENUESTEVENS POINTWI54481390808443HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS STEVENS POINT HOSPITAL FOUNDATION INC
900 ILLINOIS AVENUESTEVENS POINTWI54481391657410CHARITABLE FOUNDATIONWI501 (C) 3LINE 12A, IYes (1)ASPIRUS INC
ASPIRUS STANLEY HOSPITAL & CLINICS INC
1120 PINE STREETSTANLEYWI54768390807065HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS MERRILL HOSPITAL & CLINICS INC
601 S CENTER AVENUEMERRILLWI54452390808503HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS MERRILL HOSPITAL FOUNDATION INC
601 S CENTER AVENUEMERRILLWI54452391627755CHARITABLE FOUNDATIONWI501 (C) 3LINE 12A, IYes (1)ASPIRUS INC
ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC
2251 NORTH SHORE DRIVERHINELANDERWI54501391390638HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
ASPIRUS EAGLE RIVER HOSPITAL & CLINICS INC
201 HOSPITAL ROADEAGLE RIVERWI54521390985690HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
THE HOWARD YOUNG MEDICAL CENTER INC
240 MAPLE STREETWOODRUFFWI54568390873606HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC
HOWARD YOUNG HEALTH CARE INC
240 MAPLE STREETWOODRUFFWI54568391499115HEALTHCAREWI501 (C) 3LINE 12B, IIYes (1)ASPIRUS INC
ASPIRUS MEDICAL GROUP - NORTHERN WISCONSIN
2251 NORTH SHORE DRIVERHINELANDERWI54501391965593HOSPITALWI501 (C) 3LINE 3Yes (1)ASPIRUS INC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
WESTERN UPPER MICHIGAN EYE CARE LLC
131 W GENESEE STREETIRON RIVERMI49935272324957EYE CARE SERVICESMIN/A00
THE WESTWOOD CONFERENCE CENTER LLC
333 PINE RIDGE BLVDWAUSAUWI54401571184256REAL ESTATE INVESTMENTWIN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ASPIRUS NETWORK INC
3000 WESTHILL DRIVE 202WAUSAUWI54401391931678HEALTH CARE SERVICESWIN/ACYes (1)
ASPIRUS KEWEENAW ENTERPRISES INC
205 OSCEOLA STREETLAURIUMMI49913383390273PHARMACYMIN/ACYes (1)
ASPIRUS HEALTH VENTURES
3000 WESTHILL DR SUITE 303WAUSAUWI54401474925640HEALTH INSURANCE PLANWIN/ACYes (1)
ASPIRUS ARISE HEALTH PLAN OF WI INC
3000 WESTHILL DR SUITE 303WAUSAUWI54401364832569HEALTH INSURANCE PLANWIN/ACYes (1)
ASPIRUS ARISE HEALTH PLAN OF MI INC
3000 WESTHILL DR SUITE 303WAUSAUWI54401475448266HEALTH INSURANCE PLANMIN/ACYes (1)
ASPIRUS CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC
2200 WESTWOOD DRIVEWAUSAUWI54401842513742ASSOCIATIONWIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASPIRUS WAUSAU HOSPITAL INC
B$1,211,271COST
ASPIRUS INC
M$142,939COST
ASPIRUS INC
O$135,878COST
ASPIRUS STEVENS POINT HOSPITAL FOUNDATION INC
P$73,270COST