ASPIRUS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASPIRUS INC (EIN 39-1328331)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202211329349303541
- Schema version
- 2020v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T12:21:27-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391328331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRUS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASPI | BusinessNameControlTxt |
| Phone | 7158472250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 PINE RIDGE BLVD | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY C SCZYGELSKI | PersonNm |
| Person Title | SENIOR VP OF FINANCE & CFO | PersonTitleTxt |
| Phone | 7158472250 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIDNEY | PersonFirstNm |
| Person Last | SCZYGELSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW HEYWOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WESTWOOD DRIVE | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,141,835 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASPIRUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1379 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $817,349 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $125,759 | PYContributionsGrantsAmt |
| CY Contributions Grants | $82,706 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,466,792 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,704,300 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,726,971 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,030,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $60,425 | CYOtherRevenueAmt |
| PY Total Revenue | $8,319,522 | PYTotalRevenueAmt |
| CY Total Revenue | $16,878,106 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,333 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $141,402 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | -$2,538,694 | PYOtherExpensesAmt |
| CY Other Expenses | -$1,643,272 | CYOtherExpensesAmt |
| PY Total Expenses | -$2,490,361 | PYTotalExpensesAmt |
| CY Total Expenses | -$1,501,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,809,883 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,379,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $617,844,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $800,608,275 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $144,098,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $161,366,847 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $473,746,589 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $639,241,428 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $141,402 | ExpenseAmt |
| Grant | $141,402 | GrantAmt |
| Revenue | $947,376 | RevenueAmt |
| Desc | TO PROVIDE HEALTH CARE SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ASPIRUS, INC. PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS COMMUNITY CARE POLICY WITHOUT CHARGE. THE ESTIMATED COST OF PROVIDING CARE UNDER THIS POLICY AGGREGATED TO APPROXIMATELY $7,257,000 IN FY2021. (THIS COST INCLUDES ASPIRUS, INC. AND ITS CONSOLIDATED AFFILIATES.) THE COST WAS CALCULATED BY MULTIPLYING THE RATIO OF COST TO GROSS CHARGES FOR ASPIRUS, INC. BY THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING THE COMMUNITY CARE.AS PART OF ITS PATIENT SERVICES, ASPIRUS, INC. ALSO PROVIDES SERVICES TO BENEFICIARIES OF THE MEDICARE AND MEDICAID PROGRAMS WHICH OFTEN REIMBURSE THE ORGANIZATION BASED ON PREDETERMINED FEE SCHEDULES WHICH ARE OFTEN BELOW THE COST OF PROVIDING CARE TO THESE INDIVIDUALS. THESE PROGRAMS PROVIDE HEALTH CARE SERVICES TO A LARGE PORTION OF THE ELDERLY, LOW INCOME, AND DISABLED MEMBERS OF THE COMMUNITY WHO NEED ACCESS TO HIGH QUALITY CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASPIRUS, INC. PROVIDES CORPORATE FUNCTIONAL SUPPORT SERVICES TO THE AFFILIATED ENTITIES IN ORDER TO ALLOW THOSE ENTITIES TO FOCUS ON THEIR MISSIONS OF PROVIDING HEALTH CARE SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $141,402 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 130 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1379 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY C SCZYGELSKI | PersonNm |
| Phone | 7158472250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WESTWOOD DRIVE | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW F HEYWOOD | ||||||||||
| BOARD MEMBER & PRESIDENT/CEO | 50.00 | 3.00 | Yes (X) | Yes (X) | $1,316,596 | $0 | $71,205 | |||
| NOEL K SONNEK MD | ||||||||||
| BOARD MEMBER | 1.00 | 50.00 | Yes (X) | $0 | $372,704 | $32,019 | ||||
| MATTHEW D ROWE | ||||||||||
| CHAIR (THRU SEPTEMBER) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD V POIRIER | ||||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SHERRI L LEMMER | ||||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM CHIP COURTNEY | ||||||||||
| CHAIR (BEG OCTOBER) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| KATHY KELSEY FOLEY | ||||||||||
| SECRETARY (BEG OCTOBER) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH V FONTI | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID M HECK | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| KATHY J STRASSER | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLIE ZANAYAD | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SIDNEY C SCZYGELSKI | ||||||||||
| SENIOR VP OF FINANCE & CFO | 50.00 | 6.00 | Yes (X) | $861,658 | $0 | $62,993 | ||||
| JOHN HEISLER | ||||||||||
| SVP & CHIEF HUMAN RESOURCES OFFICER | 50.00 | 1.00 | $571,823 | $0 | $43,247 | Yes (X) | ||||
| JESSE TISCHER | ||||||||||
| SVP & PRESIDENT- REGIONAL MARKETS | 50.00 | $551,417 | $0 | $54,431 | Yes (X) | |||||
| ERIC ANDERSON | ||||||||||
| SVP-SERVICE LINE & PATIENT EXP. | 50.00 | 2.00 | $475,604 | $0 | $56,304 | Yes (X) | ||||
| TODD RICHARDSON | ||||||||||
| SVP & CHIEF INFORMATION OFFICER | 50.00 | 1.00 | $455,671 | $0 | $52,263 | Yes (X) | ||||
| RUTH RISLEY-GRAY | ||||||||||
| SVP & SYSTEM CHIEF NURSING OFFICER | 50.00 | 1.00 | $419,745 | $0 | $45,966 | Yes (X) | ||||
| MICHAEL MCGRAIL MD | ||||||||||
| SVP & SYSTEM CHIEF MEDICAL OFFICER | 50.00 | $426,022 | $0 | $0 | Yes (X) | |||||
| BENJAMIN BARSOTTI | ||||||||||
| CHIEF MEDICAL INFORMATION OFFICER | 50.00 | $362,922 | $0 | $48,416 | Yes (X) | |||||
| RICK NEVERS | ||||||||||
| SVP-REG. OPS. SYSTEM INT. OFFICER | 50.00 | $371,883 | $0 | $30,050 | Yes (X) | |||||
| JAMES MATHESON | ||||||||||
| SVP & CHIEF STRATEGY OFFICER | 50.00 | 2.00 | $314,187 | $0 | $51,164 | Yes (X) | ||||
| PATRICK TINCHER JR | ||||||||||
| VP-FINANCE REGIONAL OPERATIONS | 50.00 | 2.00 | $294,390 | $0 | $54,241 | Yes (X) | ||||
| JON HARDESTY | ||||||||||
| VP-CORPORATE HUMAN RESOURCES | 50.00 | 1.00 | $298,294 | $0 | $42,249 | Yes (X) | ||||
| LISA ROWE-PEPLINSKI | ||||||||||
| VP-CARE QUALITY & PAT. SAFETY | 50.00 | 20.00 | $322,497 | $0 | $17,989 | Yes (X) | ||||
| JENNIFER REDMAN-SCHELL | ||||||||||
| SVP & PRESIDENT- ASPIRUS CLINICS | 1.00 | 50.00 | $481,240 | $0 | $39,357 | Yes (X) | ||||
| CHRISTINE HARFF | ||||||||||
| PRESIDENT-REGIONAL UP | 1.00 | 50.00 | $370,858 | $0 | $49,686 | Yes (X) | ||||
| BRETT DAVIS | ||||||||||
| PRESIDENT-AHP | 1.00 | 50.00 | $303,898 | $0 | $26,541 | Yes (X) | ||||
| MATTHEW BREWER | ||||||||||
| VP-OPERATIONS | 1.00 | 50.00 | $281,639 | $0 | $41,174 | Yes (X) | ||||
| CYNTHIA RIDER | ||||||||||
| VP-POST ACUTE CARE | 1.00 | 50.00 | $277,154 | $0 | $45,877 | Yes (X) | ||||
| CARI LOGEMANN | ||||||||||
| SVP & GEN. COUNSEL (THRU 06/20) | 50.00 | $437,354 | $0 | $22,668 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,194,852 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $372,704 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $887,840 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 102 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDW GOVERNMENT LLC | |||||
| 75 REMITTANCE DRIVE SUITE 1515 | CHICAGO | IL | 606751515 | IT SERVICES | $10,451,074 |
| EPIC SYSTEMS CORPORATION | |||||
| PO BOX 88314 | MILWAUKEE | WI | 532880314 | EMR SYSTEM | $5,938,541 |
| MICROSOFT CORPORATION | |||||
| PO BOX 841639 | DALLAS | TX | 752841639 | IT SERVICES | $3,111,446 |
| KARMA GROUP INC | |||||
| PO BOX 7 | GREEN BAY | WI | 543050007 | MARKETING | $2,744,553 |
| ALLIANCE COLLECTION AGENCY | |||||
| 3916 S BUSINESS PARK AVENUE | MARSHFIELD | WI | 544497267 | COLLECITON SERVICES | $2,081,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 151 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $34,483 | MembershipDuesAmt |
| Government Grants | $48,223 | GovernmentGrantsAmt |
| Total Contributions | $82,706 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT SERVICE REVENUE | 621110 | $1,516,342 | $698,993 | $817,349 |
| MEDICAL TRANSCRIPT REVENUE | 621110 | $198,453 | $198,453 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$10,495 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,704,300 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,318,957 | TotalRevenueColumnAmt |
| Exclusion | $5,318,957 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,975,447 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,263,530 | SecuritiesAmt |
| Other | $199 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,711,917 | SecuritiesAmt |
| Other | -$199 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,711,718 | TotalRevenueColumnAmt |
| Exclusion | $9,711,718 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERIES | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $60,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,425 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,425 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,878,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $947,376 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $817,349 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,030,675 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,191 | TotalAmt |
| Program Services | $72,191 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,211 | TotalAmt |
| Program Services | $69,211 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE ALLOCATIONS | Desc |
| Total | -$1,643,272 | TotalAmt |
| Management And General | -$1,643,272 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,501,870 | TotalAmt |
| Program Services | $141,402 | ProgramServicesAmt |
| Management And General | -$1,643,272 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,064,394 | BOYAmt |
| EOY | $209,881,732 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,403,883 | BOYAmt |
| EOY | $903,297 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,327 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,203 | BOYAmt |
| EOY | $5,203 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,688,705 | BOYAmt |
| EOY | $8,891,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,704,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,046,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,975,619 | BOYAmt |
| EOY | $36,657,834 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,324,500 | BOYAmt |
| EOY | $334,073,865 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,752,137 | BOYAmt |
| EOY | $193,255,078 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,000 | BOYAmt |
| EOY | $650,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,674,623 | BOYAmt |
| EOY | $16,290,070 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,844,625 | BOYAmt |
| EOY | $800,608,275 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,313,171 | BOYAmt |
| EOY | $44,235,864 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,784,865 | BOYAmt |
| EOY | $117,130,983 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,098,036 | BOYAmt |
| EOY | $161,366,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,746,589 | BOYAmt |
| EOY | $639,241,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,746,589 | BOYAmt |
| EOY | $639,241,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,844,625 | BOYAmt |
| EOY | $800,608,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,379,976 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,594,524 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $119,520,339 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | 0 | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 15 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ASPIRUS WAUSAU HOSPITAL INC | ||||
| 391138241 | 3 | Yes (1) | $0 | $0 |
| ASPIRUS BUILDINGS INC | ||||
| 391406537 | 10 | Yes (1) | $0 | $0 |
| ASPIRUS MEDICAL GROUP INC | ||||
| 391670223 | 10 | Yes (1) | $0 | $0 |
| ASPIRUS VNA HOME HEALTH INC | ||||
| 390808511 | 10 | Yes (1) | $0 | $0 |
| ASPIRUS VNA EXTENDED CARE INC | ||||
| 391597350 | 10 | Yes (1) | $0 | $0 |
| ASPIRUS EXTENDED SERVICES INC | ||||
| 390782130 | 10 | Yes (1) | $0 | $0 |
| ASPIRUS HEALTH FOUNDATION INC | ||||
| 391256656 | 7 | Yes (1) | $0 | $0 |
| ASPIRUS ONTONAGON HOSPITAL INC | ||||
| 260806477 | 3 | Yes (1) | $0 | $0 |
| ASPIRUS IRONWOOD HOSPITAL & CLINICS | ||||
| 382908586 | 3 | Yes (1) | $0 | $0 |
| ASPIRUS IRON RIVER HOSPITAL & CLINICS INC | ||||
| 383236977 | 3 | Yes (1) | $0 | $0 |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | ||||
| 390868982 | 3 | Yes (1) | $0 | $0 |
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | ||||
| 390964813 | 3 | Yes (1) | $0 | $0 |
| LANGLADE HOSPITAL - HOTEL DIEU OF ST JOSEPH OF ANTIGO WISCONSIN | ||||
| 390806429 | 3 | Yes (1) | $0 | $0 |
| ASPIRUS KEWEENAW HOSPITAL | ||||
| 381443361 | 3 | Yes (1) | $0 | $0 |
| DIVINE SAVIOR HEALTHCARE INC | ||||
| 390806250 | 3 | Yes (1) | $5,153,143 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,153,143 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | ASPIRUS, INC.'S GOVERNING DOCUMENTS DO NOT LIST EACH INDIVIDUAL ENTITY AS A SUPPORTING ORGANIZATION. HOWEVER THE GOVERNING DOCUMENTS INDICATE ASPIRUS, INC. MAY SUPPORT ORGANIZATIONS FROM TIME TO TIME AS LONG AS AT LEAST ONE OFFICER OR DIRECTOR ARE IN COMMON AT ALL TIMES, AND THE OFFICERS AND DIRECTORS OF ASPIRUS, INC. SHALL ENDEAVOR TO HAVE A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND DIRECTORS OF ASPIRUS, INC.'S VARIOUS NONPROFIT SUPPORTED ORGANIZATIONS. IN ADDITION, ASPIRUS, INC. IS THE SOLE CORPORATE MEMBER FOR MAJORITY OF THE SUPPORTED ORGANIZATIONS. |
| PART I, LINE 12G(VI): | ASPIRUS, INC. IS A NON-PROFIT, COMMUNITY-DIRECTED HEALTH SYSTEM BASED IN WAUSAU, WISCONSIN. WITH MORE THAN 8,700 EMPLOYEES, ASPIRUS SERVES COMMUNITIES THROUGHOUT 23 COUNTIES IN NORTHERN AND CENTRAL WISCONSIN, AS WELL AS THE WESTERN UPPER PENINSULA OF MICHIGAN. ASPIRUS, INC.'S INTEGRATED HEALTH SYSTEM INCLUDES FOUR HOSPITALS IN MICHIGAN AND SIX HOSPITALS IN WISCONSIN, 50 CLINICS, HOME HEALTH AND HOSPICE CARE, PHARMACIES, CRITICAL CARE AND HELICOPTER TRANSPORT, MEDICAL GOODS, NURSING HOMES, AND HIGH-QUALITY AFFILIATED PHYSICIANS. ASPIRUS IS AN INTEGRATED, COMMUNITY GOVERNED HEALTHCARE SYSTEM. THE ASPIRUS MISSION - WE HEAL PEOPLE, PROMOTE HEALTH AND STRENGTHEN COMMUNITIES. THE ASPIRUS VISION - ASPIRUS IS A CATALYST FOR CREATING HEALTHY, THRIVING COMMUNITIES, TRUSTED AND ENGAGED ABOVE ALL OTHERS. ASPIRUS, INC. PROVIDES SUPPORT TO THE SUPPORTED ORGANIZATIONS IN MORE WAYS THAN JUST MONETARY SUPPORT INCLUDING BUT NOT LIMITED TO HUMAN RESOURCES, REVENUE CYCLE MANAGEMENT, INFORMATION TECHNOLOGY SERVICES, AND OTHER MANAGEMENT SERVICES. |
| PART IV, SECTION C, LINE 1: | EACH SUPPORTED ORGANIZATION HAS ITS OWN DIRECTORS/TRUSTEES. HOWEVER, LEADERSHIP OF ASPIRUS, INC. HAVE SEATS ON EACH OF THE SUPPORTED ORGANIZATION'S BOARDS. IN ADDITION, ASPIRUS, INC. IS THE SOLE CORPORATE MEMBER FOR THE MAJORITY OF THE SUPPORTED ORGANIZATIONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $688,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $534,513 | DepreciationAmt |
| Book Value | $154,037 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,802,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,196,425 | DepreciationAmt |
| Book Value | $21,605,986 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,213,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $315,927 | DepreciationAmt |
| Book Value | $14,897,811 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,657,834 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY IN EARNINGS OF LANGLADE HOSPITAL, INC. | $113,492,785 | C |
| EQUITY IN EARNINGS OF MEDFORD HOSPITAL & CLINICS, INC. | $78,535,420 | C |
| EQUITY IN EARNINGS OF ASPIRUS EXTENDED SERVICES, INC. | $1,226,873 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $193,255,078 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $6,535,000 |
| DUE TO AFFILIATES | $104,958,467 |
| RETIREE HEALTHCARE BENEFITS | $1,430,442 |
| FINANCE LEASE LIABILITY | $855,667 |
| OPERATING LEASE LIABILITY | $1,638,005 |
| LONG TERM FICA | $1,202,762 |
| LONG TERM CONTRACT OBLIGATION | $512,496 |
| MEDICARE REFUNDABLE ADVANCES | -$1,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $117,130,983 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASPIRUS HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND CONCLUDED THAT NO MATERIAL LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2021. ASPIRUS' FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEAR ENDED JUNE 30, 2017, AND PRIOR YEARS. ASPIRUS' WISCONSIN AND MICHIGAN STATE INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEAR ENDED JUNE 30, 2016, AND PRIOR YEARS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH STREET SUITE 400B | WAUSAU | WI | 54401 | 390935496 | 501(C)(3) | $56,666 | SPONSORSHIP |
| CENTERGY INC | |||||||
| 100 N 72ND AVE SUITE 215 | WAUSAU | WI | 54401 | 391643470 | 501(C)(4) | $5,000 | SPONSORSHIP |
| ASPIRUS MEDICAL GROUP INC | |||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391670223 | 501(C)(3) | $10,000 | PHARMACEUTICAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TRANSPORTATION ASSISTANCE | GrantTypeTxt |
| Recipient | 1750 | RecipientCnt |
| Cash Grant | $69,211 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN AN EFFORT TO STREAMLINE THE PROCESS FOR EXPLORING EXTERNAL GRANT FUNDING AT ASPIRUS AND TO ENSURE LEADERSHIP SUPPORT PRIOR TO PURSUIT OF GRANT PROJECTS AND SUBMISSION APPLICATIONS, THE FOLLOWING APPROVAL PROCESS IS UTILIZED: ALL GRANTS REQUIRE THE INVOLVEMENT OF THE FOUNDATION AND APPROVAL BY FISCAL. THE FOLLOWING TYPES OF GRANT PROPOSALS REQUIRE APPROVAL FROM THE RESPECTIVE PRESIDENT AND VICE PRESIDENT, PLUS PRESENTATION TO CEC BY AHF AND THE APPROPRIATE DEPARTMENT/ENTITY REPRESENTATIVE: 1. NEW GRANTS OVER $50,000. 2. NEW GRANTS REQUIRING OR INCLUDING FINANCIAL MATCH OF ANY AMOUNT OR ADDITIONAL FTES. 3. REAPPLICATION FOR GRANTS ACHIEVED IN THE PAST FOR OVER $100,000 REGARDLESS OF MATCHING FUND REQUIREMENT. THE FOLLOWING TYPES OF GRANT PROPOSALS REQUIRE APPROVAL FROM THE RESPECTIVE PRESIDENT AND VICE PRESIDENT ONLY. AN INFORMATIONAL REPORT OR MEMO WOULD BE PROVIDED TO CEC: 1. REAPPLICATION FOR GRANTS ACHIEVED IN THE PAST THAT ARE LESS THAN $100,000 AND DO NOT HAVE MAJOR CHANGES TO SCOPE OF WORK. 2. NEW GRANTS UNDER $50,000 THAT DO NOT REQUIRE MATCHING FUNDS OR ADDITIONAL FTES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW F HEYWOOD | ||||||||||||||
| BOARD MEMBER & PRESIDENT/CEO | $992,466 | $0 | $321,290 | $0 | $2,840 | $0 | $17,196 | $0 | $54,009 | $0 | $1,387,801 | $0 | $0 | $0 |
| SIDNEY C SCZYGELSKI | ||||||||||||||
| SENIOR VP OF FINANCE & CFO | $571,336 | $0 | $102,719 | $0 | $187,603 | $0 | $20,046 | $0 | $42,947 | $0 | $924,651 | $0 | $174,000 | $0 |
| JOHN HEISLER | ||||||||||||||
| SVP & CHIEF HUMAN RESOURCES OFFICER | $339,009 | $0 | $66,240 | $0 | $166,574 | $0 | $17,196 | $0 | $26,051 | $0 | $615,070 | $0 | $152,214 | $0 |
| JESSE TISCHER | ||||||||||||||
| SVP & PRESIDENT- REGIONAL MARKETS | $458,373 | $0 | $92,613 | $0 | $431 | $0 | $11,473 | $0 | $42,958 | $0 | $605,848 | $0 | $0 | $0 |
| ERIC ANDERSON | ||||||||||||||
| SVP-SERVICE LINE & PATIENT EXP. | $399,509 | $0 | $67,809 | $0 | $8,286 | $0 | $17,196 | $0 | $39,108 | $0 | $531,908 | $0 | $0 | $0 |
| JENNIFER REDMAN-SCHELL | ||||||||||||||
| SVP & PRESIDENT- ASPIRUS CLINICS | $411,201 | $0 | $69,616 | $0 | $423 | $0 | $17,196 | $0 | $22,161 | $0 | $520,597 | $0 | $0 | $0 |
| TODD RICHARDSON | ||||||||||||||
| SVP & CHIEF INFORMATION OFFICER | $341,475 | $0 | $67,414 | $0 | $46,782 | $0 | $17,196 | $0 | $35,067 | $0 | $507,934 | $0 | $43,823 | $0 |
| RUTH RISLEY-GRAY | ||||||||||||||
| SVP & SYSTEM CHIEF NURSING OFFICER | $309,508 | $0 | $60,518 | $0 | $49,719 | $0 | $20,046 | $0 | $25,920 | $0 | $465,711 | $0 | $41,695 | $0 |
| CARI LOGEMANN | ||||||||||||||
| SVP & GEN. COUNSEL (THRU 06/20) | $228,246 | $0 | $78,456 | $0 | $130,652 | $0 | $15,527 | $0 | $7,141 | $0 | $460,022 | $0 | $129,488 | $0 |
| MICHAEL MCGRAIL MD | ||||||||||||||
| SVP & SYSTEM CHIEF MEDICAL OFFICER | $0 | $0 | $0 | $0 | $426,022 | $0 | $0 | $0 | $0 | $0 | $426,022 | $0 | $425,671 | $0 |
| CHRISTINE HARFF | ||||||||||||||
| PRESIDENT-REGIONAL UP | $309,269 | $0 | $59,238 | $0 | $2,351 | $0 | $15,293 | $0 | $34,393 | $0 | $420,544 | $0 | $0 | $0 |
| BENJAMIN BARSOTTI | ||||||||||||||
| CHIEF MEDICAL INFORMATION OFFICER | $320,112 | $0 | $41,988 | $0 | $822 | $0 | $16,031 | $0 | $32,385 | $0 | $411,338 | $0 | $0 | $0 |
| NOEL K SONNEK MD | ||||||||||||||
| BOARD MEMBER | $0 | $367,578 | $0 | $5,126 | $0 | $0 | $0 | $16,986 | $0 | $15,033 | $0 | $404,723 | $0 | $0 |
| RICK NEVERS | ||||||||||||||
| SVP-REG. OPS. SYSTEM INT. OFFICER | $263,896 | $0 | $64,103 | $0 | $43,884 | $0 | $17,172 | $0 | $12,878 | $0 | $401,933 | $0 | $39,905 | $0 |
| JAMES MATHESON | ||||||||||||||
| SVP & CHIEF STRATEGY OFFICER | $267,259 | $0 | $33,127 | $0 | $13,801 | $0 | $16,127 | $0 | $35,037 | $0 | $365,351 | $0 | $7,532 | $0 |
| PATRICK TINCHER JR | ||||||||||||||
| VP-FINANCE REGIONAL OPERATIONS | $253,982 | $0 | $33,626 | $0 | $6,782 | $0 | $16,372 | $0 | $37,869 | $0 | $348,631 | $0 | $0 | $0 |
| JON HARDESTY | ||||||||||||||
| VP-CORPORATE HUMAN RESOURCES | $240,017 | $0 | $31,703 | $0 | $26,574 | $0 | $9,980 | $0 | $32,269 | $0 | $340,543 | $0 | $21,227 | $0 |
| LISA ROWE-PEPLINSKI | ||||||||||||||
| VP-CARE QUALITY & PAT. SAFETY | $266,222 | $0 | $34,165 | $0 | $22,110 | $0 | $16,562 | $0 | $1,427 | $0 | $340,486 | $0 | $20,537 | $0 |
| BRETT DAVIS | ||||||||||||||
| PRESIDENT-AHP | $244,032 | $0 | $59,522 | $0 | $344 | $0 | $13,276 | $0 | $13,265 | $0 | $330,439 | $0 | $0 | $0 |
| CYNTHIA RIDER | ||||||||||||||
| VP-POST ACUTE CARE | $239,427 | $0 | $25,296 | $0 | $12,431 | $0 | $16,890 | $0 | $28,987 | $0 | $323,031 | $0 | $0 | $0 |
| MATTHEW BREWER | ||||||||||||||
| VP-OPERATIONS | $232,274 | $0 | $26,561 | $0 | $22,804 | $0 | $9,125 | $0 | $32,049 | $0 | $322,813 | $0 | $22,452 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE, WHEN APPLICABLE, WAS ADDED TO THE INDIVIDUAL'S COMPENSATION AT FAIR MARKET VALUE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - INCLUDED IN INCOME: W. FLETT - $6,690 |
| PART I, LINES 4A-B | SCHEDULE J, PART I, LINE 4A - SEVERANCE PAY MICHAEL MCGRAIL RECEIVED SEVERANCE PAY TOTALING $426,022 FOR CALENDAR YEAR 2020. SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: S. SCZYGELSKI $174,000 J. MONKS $19,048 M. BREWER $22,452 J. HARDESTY $21,227 J. HEISLER $152,214 C. LOGEMANN $129,488 J. MATHESON $7,532 M. MCGRAIL $425,671 R. NEVERS $39,905 T. RICHARDSON $43,823 R. RISLEY-GRAY $41,695 L. ROWE-PEPLINSKI $20,537 R. SMITH $55,911 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: 9% FOR VICE PRESIDENT, 13% FOR SENIOR LEADERSHIP COUNCIL, AND 15% FOR THE CEO. 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; THE DATE THAT IS 24 MONTHS FOLLOWING 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 24A | ASPIRUS, INC. IS A MEMBER OF THE ASPIRUS, INC. OBLIGATED GROUP. THE ORGANIZATION HAS ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM. THE ORGANIZATION'S POLICY STATES IT WILL SEEK BOND COUNSEL'S OPINION FOR ALL REMEDIAL ACTIONS. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 1998 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY ASPIRUS WAUSAU HOSPITAL, INC. (EIN 39-1138241). THESE WERE REFINANCED INTO THE 2009 BONDS. INFORMATION REGARDING THE SERIES 2009 BONDS IS REPORTED IN THE SCHEDULE K FOR THAT ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART I, PART II AND PART III OF SCHEDULE K RELATES ONLY TO THE PORTION OF THE SERIES 2009 BONDS LOANED TO THE ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART IV OF SCHEDULE K RELATES TO THE ENTIRE ISSUE OF THE SERIES 2009 BONDS. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2001 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY ASPIRUS CLINICS INC. (EIN 39-1670223). INFORMATION REGARDING THE SERIES 2001 BONDS IS NOT REQUIRED TO BE REPORTED IN THE SCHEDULE K FOR THAT ORGANIZATION. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2004 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY ASPIRUS WAUSAU HOSPITAL, INC. (EIN 39-1138241). THESE BONDS WERE REFINANCED INTO THE 2009 BONDS. INFORMATION REGARDING THE SERIES 2009 BONDS IS REPORTED IN THE SCHEDULE K FOR THAT ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART I, PART II AND PART III OF SCHEDULE K RELATES ONLY TO THE PORTION OF THE SERIES 2009 BONDS LOANED TO THE ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART IV OF SCHEDULE K RELATES TO THE ENTIRE ISSUE OF THE SERIES 2009 BONDS. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2012A (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY ASPIRUS WAUSAU HOSPITAL, INC. (EIN 39-1138241). THE BONDS WERE RETIRED IN AUGUST OF 2020. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2013 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY THE FOLLOWING ORGANIZATIONS: ASPIRUS WAUSAU HOSPITAL, INC. (EIN 39-1138241); ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. (EIN 39-0964813); ASPIRUS GRAND VIEW (EIN 38-2908586); AND LANGLADE HOSPITAL - HOTEL DIEU OF ST. JOSEPH OF ANTIGO WISCONSIN (EIN 39-0806429). INFORMATION REGARDING THE SERIES 2013 BONDS IS REPORTED IN THE SCHEDULE K FOR EACH ORGANIZATION, RESPECTIVELY. FOR EACH ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART I, PART II AND PART III OF SCHEDULE K RELATES ONLY TO THE PORTION OF THE SERIES 2013 BONDS LOANED TO THE ORGANIZATION, RESPECTIVELY. FOR EACH ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART IV OF SCHEDULE K RELATES TO THE ENTIRE ISSUE OF THE SERIES 2013 BONDS. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2015 AND SERIES 2015A (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY THE FOLLOWING ORGANIZATIONS: ASPIRUS RIVERVIEW HOSPITAL & CLINICS, INC. (EIN 39-0868982); ASPIRUS IRON RIVER HOSPITAL & CLINICS, INC. (EIN 38-3236977); AND ASPIRUS KEWEENAW HOSPITAL (EIN 38-1443361). THE PROCEEDS OF THE SERIES 2015 BONDS WERE USED TO REFINANCE THE ASPIRUS IRON RIVER HOSPITAL & CLINICS, INC SERIES 2008 BONDS AND THE ASPIRUS RIVERVIEW & CLINICS, INC SERIES 2010 BONDS. THE PROCEEDS OF THE SERIES 2015A BONDS WERE USED TO REFINANCE THE ASPIRUS RIVERVIEW HOSPITAL & CLINICS, INC. SERIES 2008 BONDS AND FUND NEW CONSTRUCTION AT ASPIRUS KEWEENAW HOSPITAL. INFORMATION REGARDING THE SERIES 2015 BONDS IS REPORTED IN THE SCHEDULE K FOR EACH ORGANIZATION. FOR EACH ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART I, PART II AND PART III RELATES ONLY TO THE PORTION OF THE SERIES 2015 BONDS LOANED TO THE ORGANIZATION, RESPECTIVELY. FOR EACH ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART IV RELATES TO THE ENTIRE ISSUE OF THE SERIES 2015 BONDS. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, SERIES 2017 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY ASPIRUS WAUSAU HOSPITAL, INC. (EIN 39-1138241), ASPIRUS RIVERVIEW HOSPITAL & CLINICS, INC. (EIN 39-0868982), ASPIRUS IRONWOOD HOSPITAL & CLINICS, INC. (EIN 38-2908586), AND ASPIRUS ONTONAGON HOSPITAL, INC. (EIN 26-0806477). INFORMATION REGARDING THE SERIES 2017 BONDS IS REPORTED IN SCHEDULE K FOR THAT ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART I, PART II, AND PART III OF SCHEDULE K RELATES ONLY TO THE PORTION OF THE SERIES 2017 BONDS LOANED TO THAT ORGANIZATION. FOR THE ENTITY THAT BORROWED THE FUNDS, THE INFORMATION REPORTED IN PART IV OF SCHEDULE K RELATES TO THE ENTIRE ISSUE OF THE SERIES 2017 BOND. THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, SERIES 2020 BONDS (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY DIVINE SAVIOR HEALTHCARE, INC. (EIN 39-0806250). THE PROCEEDS OF THE SERIES 2020 BONDS WERE USED TO REFINANCE THE DIVINE SAVIOR HEALTHCARE, INC., SERIES 2016 BONDS (REFINANCING OF SERIES 2006 BONDS) AND SERIES 2019 BONDS (REFINANCING OF SERIES 2009, 2012, 2014 BONDS). INFORMATION REGARDING THE SERIES 2020 BONDS IS REPORTED IN SCHEDULE K FOR THAT ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART I, PART II AND PART III OF SCHEDULE K RELATES ONLY TO THE PORTION OF THE SERIES 2020 BONDS LOANED TO THE ORGANIZATION. FOR THE ENTITY THAT BORROWED FUNDS, THE INFORMATION REPORTED IN PART IV OF SCHEDULE K RELATES TO THE ENTIRE ISSUE OF THE SERIES 2020 BONDS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING DEPARTMENT ACCUMULATES ALL 990 AND 990-T INFORMATION, INCLUDING THE UBI CALCULATIONS. THESE DOCUMENTS ARE REVIEWED BY THE CFO. THE 990 AND THE 990-T ARE 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 12C | BOARD MEMBERS 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 IF ANY ACTIONS ARE 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 15 | FOR PURPOSES OF DETERMINING COMPENSATION, ASPIRUS, 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 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR IS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, SECTION A PART VII, LINE 1A - EXPLANATION FOR HOURS WORKED: | SOME OFFICERS, DIRECTORS, AND KEY EMPLOYEES ALSO PROVIDED SERVICE TO OTHER RELATED ORGANIZATIONS OTHER THAN ASPIRUS, INC. THESE HOURS ARE REFLECTED IN LINE 2 OF COLUMN B. |
| FORM 990, PART XI, LINE 9: | EQUITY CHANGE IN INVESTMENT - AMH 15,092,144. EQUITY CHANGE IN INVESTMENT - ALH 22,524,389. UNRESTRICTED NET ASSET TRANSFER - AWH 60,875,276. UNRESTRICTED NET ASSET TRANSFER - ABI -2,631,462. UNRESTRICTED NET ASSET TRANSFER - AMG -15,606,538. UNRESTRICTED NET ASSET TRANSFER - AOH 1,329,911. UNRESTRICTED NET ASSET TRANSFER - AVNA -727,093. UNRESTRICTED NET ASSET TRANSFER - AIW 7,205,684. UNRESTRICTED NET ASSET TRANSFER - AIR -321,209. UNRESTRICTED NET ASSET TRANSFER - ARH 36,967,447. UNRESTRICTED NET ASSET TRANSFER - ADS 3,481,531. UNRESTRICTED NET ASSET TRANSFER - AKH -7,537,808. UNRESTRICTED NET ASSET TRANSFER - AHV -1,175,000. UNRESTRICTED NET ASSET TRANSFER - AES 21,856. UNRESTRICTED NET ASSET TRANSFER - ANI 47,000. POSTRETIREMENT BENEFIT ADJUSTMENT 146,209. UNCONSOLIDATED AFFILIATES ADJUSTMENT -171,998. |
| FORM 990, PART XII, LINE 3B | THE ORGANIZATION IS REQUIRED TO BE INCLUDED IN A SINGLE AUDIT FOR THE YEAR ENDED 06/30/2021. THE DEADLINE FOR THIS FILING FALLS AFTER THE DEADLINE FOR THE 990 FOR THE SAME FISCAL YEAR END. THE SINGLE AUDIT WILL NOT BE FINALIZED AT THE TIME OF THIS SUBMISSION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS WAUSAU HOSPITAL INC | |||||||||||
| 333 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391138241 | HOSPITAL | WI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
| ASPIRUS BUILDINGS INC | |||||||||||
| 333 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391406537 | PROPERTY LEASING | WI | 501(C)(3) | LINE 10 | ASPIRUS INC | Yes (1) | |
| ASPIRUS EXTENDED SERVICES INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 390782130 | NURSING HOME SERVICES | WI | 501(C)(3) | LINE 10 | ASPIRUS INC | 0 | |
| ASPIRUS MEDICAL GROUP INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391670223 | MEDICAL SERVICES | WI | 501(C)(3) | LINE 10 | ASPIRUS INC | Yes (1) | |
| ASPIRUS ONTONAGON HOSPITAL INC | |||||||||||
| 601 SEVENTH STREET | ONTONAGON | MI | 49953 | 260806477 | HOSPITAL | MI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
| ASPIRUS VNA HOME HEALTH INC | |||||||||||
| 520 N 32ND AVENUE | WAUSAU | WI | 54401 | 390808511 | HOME HEALTHCARE SERVICES | WI | 501(C)(3) | LINE 10 | ASPIRUS INC | Yes (1) | |
| ASPIRUS VNA EXTENDED CARE INC | |||||||||||
| 520 N 32ND AVENUE | WAUSAU | WI | 54401 | 391597350 | PERSONAL CARE SERVICES | WI | 501(C)(3) | LINE 10 | ASPIRUS VNA HOME HEALTH INC | Yes (1) | |
| ASPIRUS HEALTH FOUNDATION INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391256656 | CHARITABLE FOUNDATION | WI | 501(C)(3) | LINE 7 | ASPIRUS INC | Yes (1) | |
| ASPIRUS IRONWOOD HOSPITAL AND CLINICS INC | |||||||||||
| N 10561 GRAND VIEW LANE | IRONWOOD | MI | 49938 | 382908586 | HOSPITAL | MI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
| ASPIRUS IRON RIVER HOSPITAL & CLINICS INC | |||||||||||
| 1400 W ICE LAKE ROAD | IRON RIVER | MI | 49935 | 383236977 | HOSPITAL | MI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | |||||||||||
| 410 DEWEY STREET | WISCONSIN RAPIDS | WI | 54494 | 390868982 | HOSPITAL | WI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | |||||||||||
| 135 SOUTH GIBSON | MEDFORD | WI | 54451 | 390964813 | HOSPITAL | WI | 501(C)(3) | LINE 3 | 0 | N/A | |
| LANGLADE HOSPITAL - HOTEL DIEU OF ST JOSEPH OF ANTIGO WISCONSIN | |||||||||||
| 112 EAST FIFTH AVENUE | ANTIGO | WI | 54409 | 390806429 | HOSPITAL | WI | 501(C)(3) | LINE 3 | RELIGIOUS HOSPITALLERS OF ST JOSEPH HEALTH CORPORATION | 0 | |
| ASPIRUS KEWEENAW HOSPITAL | |||||||||||
| 205 OSCEOLA STREET | LAURIUM | MI | 49913 | 381443361 | HOSPITAL | MI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
| DIVINE SAVIOR HEALTHCARE INC | |||||||||||
| 2817 NEW PINERY ROAD | PORTAGE | WI | 53901 | 390806250 | HOSPITAL | WI | 501(C)(3) | LINE 3 | ASPIRUS INC | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN UPPER MICHIGAN EYE CARE LLC | |||||||||
| 131 W GENESEE STREET | IRON RIVER | WI | 49935 | 272324957 | EYE CARE SERVICES | MI | N/A | 0 | 0 |
| THE WESTWOOD CONFERENCE CENTER LLC | |||||||||
| PINE RIDGE BLVD | WAUSAU | WI | 54401 | 571184256 | REAL ESTATE INVESTMENT | WI | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS NETWORK INC | |||||||||||||
| 3000 WESTHILL DRIVE 202 | WAUSAU | WI | 54401 | 391931678 | HEALTH CARE SERVICES | WI | ASPIRUS INC | C | -$223,214 | $7,844,312 | 1.00000 | Yes (1) | |
| ASPIRUS KEWEENAW ENTERPRISES INC | |||||||||||||
| 205 OSCEOLA STREET | LAURIUM | MI | 49913 | 383390273 | PHARMACY | MI | C | Yes (1) | N/A | ||||
| ASPIRUS HEALTH VENTURES | |||||||||||||
| 3000 WESTHILL DR SUITE 303 | WAUSAU | WI | 54401 | 474925640 | HEALTH INSURANCE PLAN | WI | ASPIRUS INC | C | $99,765,332 | $59,638,777 | 1.00000 | Yes (1) | |
| ASPIRUS ARISE HEALTH PLAN OF WI INC | |||||||||||||
| 3000 WESTHILL DR SUITE 303 | WAUSAU | WI | 54401 | 364832569 | HEALTH INSURANCE PLAN | WI | ASPIRUS HEALTH VENTURES | C | $99,765,332 | $57,430,436 | 1.00000 | Yes (1) | |
| ASPIRUS ARISE HEALTH PLAN OF MI INC | |||||||||||||
| 3000 WESTHILL DR SUITE 303 | WAUSAU | WI | 54401 | 475448266 | HEALTH INSURANCE PLAN | MI | ASPIRUS HEALTH VENTURES | C | 1.00000 | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (53 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASPIRUS WAUSAU HOSPITAL INC | ||
| C | $2,391,410 | COST |
| ASPIRUS WAUSAU HOSPITAL INC | ||
| K | $524,093 | COST |
| ASPIRUS WAUSAU HOSPITAL INC | ||
| L | $82,363,873 | COST |
| ASPIRUS WAUSAU HOSPITAL INC | ||
| M | $178,965 | COST |
| ASPIRUS WAUSAU HOSPITAL INC | ||
| O | $293,899,185 | COST |
| ASPIRUS WAUSAU HOSPITAL INC | ||
| P | $1,715,360 | COST |
| ASPIRUS WAUSAU HOSPITAL INC | ||
| Q | $30,314,822 | COST |
| ASPIRUS MEDICAL GROUP INC | ||
| D | $5,500,000 | COST |
| ASPIRUS MEDICAL GROUP INC | ||
| L | $15,328,267 | COST |
| ASPIRUS MEDICAL GROUP INC | ||
| O | $76,361,997 | COST |
| ASPIRUS MEDICAL GROUP INC | ||
| Q | $1,453,876 | COST |
| ASPIRUS EXTENDED SERVICES INC | ||
| C | $80,000 | COST |
| ASPIRUS EXTENDED SERVICES INC | ||
| L | $574,570 | COST |
| ASPIRUS EXTENDED SERVICES INC | ||
| O | $4,055,345 | COST |
| ASPIRUS EXTENDED SERVICES INC | ||
| Q | $121,805 | COST |
| ASPIRUS ONTONAGON HOSPITAL INC | ||
| D | $146,236 | COST |
| ASPIRUS ONTONAGON HOSPITAL INC | ||
| L | $1,778,686 | COST |
| ASPIRUS ONTONAGON HOSPITAL INC | ||
| O | $6,839,076 | COST |
| ASPIRUS ONTONAGON HOSPITAL INC | ||
| Q | $206,438 | COST |
| ASPIRUS VNA HOME HEALTH INC | ||
| L | $2,474,944 | COST |
| ASPIRUS VNA HOME HEALTH INC | ||
| O | $12,659,001 | COST |
| ASPIRUS VNA HOME HEALTH INC | ||
| Q | $789,387 | COST |
| ASPIRUS IRONWOOD HOSPITAL & CLINICS INC | ||
| L | $8,421,534 | COST |
| ASPIRUS IRONWOOD HOSPITAL & CLINICS INC | ||
| O | $28,204,021 | COST |
| ASPIRUS IRONWOOD HOSPITAL & CLINICS INC | ||
| Q | $858,736 | COST |
| ASPIRUS IRON RIVER HOSPITAL & CLINICS INC | ||
| L | $5,497,123 | COST |
| ASPIRUS IRON RIVER HOSPITAL & CLINICS INC | ||
| O | $15,772,658 | COST |
| ASPIRUS IRON RIVER HOSPITAL & CLINICS INC | ||
| Q | $643,574 | COST |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | ||
| C | $630,000 | COST |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | ||
| L | $18,568,619 | COST |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | ||
| O | $57,433,123 | COST |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | ||
| P | $68,498 | COST |
| ASPIRUS RIVERVIEW HOSPITAL & CLINICS | ||
| Q | $621,735 | COST |
| ASPIRUS BUILDINGS INC | ||
| K | $449,481 | COST |
| ASPIRUS BUILDINGS INC | ||
| L | $354,346 | COST |
| ASPIRUS BUILDINGS INC | ||
| P | $76,924 | COST |
| ASPIRUS NETWORK INC | ||
| L | $257,435 | COST |
| ASPIRUS NETWORK INC | ||
| O | $1,646,280 | COST |
| ASPIRUS HEALTH FOUNDATION | ||
| L | $137,558 | COST |
| ASPIRUS HEALTH FOUNDATION | ||
| O | $124,389 | COST |
| ASPIRUS KEWEENAW HOSPITAL | ||
| L | $8,397,660 | COST |
| ASPIRUS KEWEENAW HOSPITAL | ||
| O | $28,824,518 | COST |
| ASPIRUS KEWEENAW HOSPITAL | ||
| Q | $861,126 | COST |
| LANGLADE HOSPITAL - HOTEL DIEU OF ST JOSEPH OF ANTIGO WISCONSIN | ||
| L | $16,204,048 | COST |
| LANGLADE HOSPITAL - HOTEL DIEU OF ST JOSEPH OF ANTIGO WISCONSIN | ||
| O | $43,400,472 | COST |
| LANGLADE HOSPITAL - HOTEL DIEU OF ST JOSEPH OF ANTIGO WISCONSIN | ||
| P | $409,563 | COST |
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | ||
| L | $13,084,202 | COST |
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | ||
| O | $39,891,221 | COST |
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | ||
| Q | $194,421 | COST |
| DIVINE SAVIOR HEALTHCARE INC | ||
| L | $5,486,849 | COST |
| DIVINE SAVIOR HEALTHCARE INC | ||
| O | $24,542,351 | COST |
| DIVINE SAVIOR HEALTHCARE INC | ||
| P | $569,677 | COST |
| DIVINE SAVIOR HEALTHCARE INC | ||
| Q | $4,264,512 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1D: | FormAndLineReferenceDesc |
| Explanation | ALL OUTSTANDING OBLIGATED GROUP DEBT IS GUARANTEED BY ALL MEMBERS OF THE OBLIGATED GROUP. | ExplanationTxt |