FULCRUM FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FULCRUM FOUNDATION INC (EIN 39-2016506)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202111349349304276
- Schema version
- 2019v5.2
- 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 | 2021-05-14T13:56:42-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392016506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL MEMBER ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEMO | BusinessNameControlTxt |
| Phone | 7157488100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON ST | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG SHAW | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7157488100 | PhoneNum |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2021-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DALE HUSTEDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON ST | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $912,248 | 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 | 1999 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MEMORIAL MEMBER ASSOCIATION'S PURPOSE IS PROMOTING LOCAL HEALTH CARE AND SUPPORTING OUR LOCAL ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60 | PYContributionsGrantsAmt |
| CY Contributions Grants | $100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $527,050 | PYInvestmentIncomeAmt |
| CY Investment Income | $291,581 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $527,110 | PYTotalRevenueAmt |
| CY Total Revenue | $291,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $371,665 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $313,751 | 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 | $14,435 | PYOtherExpensesAmt |
| CY Other Expenses | $14,238 | CYOtherExpensesAmt |
| PY Total Expenses | $386,100 | PYTotalExpensesAmt |
| CY Total Expenses | $327,989 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $141,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$36,308 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,305,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,727,628 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,285 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,301,758 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,725,343 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROMOTE LOCAL HEALTH CARE AND PROVIDE REPRESENTATION AND OVERSIGHT TO ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. AND THE ASSOCIATION REPRESENTS THE HEALTH CARE INTERESTS OF OUR COMMUNITIES AND MANAGES THE FINANCIAL ASSETS ENTRUSTED TO US. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $313,751 | ExpenseAmt |
| Grant | $313,751 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MEMORIAL MEMBER ASSOCIATION'S PURPOSE IS PROMOTING LOCAL HEALTH CARE AND SUPPORTING OUR LOCAL ORGANIZATIONS. DURING THE FISCAL YEAR, THE ORGANIZATION PROVIDED FINANCIAL DONATIONS TOWARDS THE GILMAN SCHOOL DISTRICT HEALTH & WELLNESS FITNESS CENTER, TO ASPIRUS MEDFORD HOSPITAL & CLINICS TOWARDS A BUILDING PURCHASE FOR AMBULANCE/MEDEVAC SERVICES AND TO THE SCHOOL DISTRICT OF MEDFORD FOR A MENTAL HEALTH PROVIDER. THEY ALSO DONATED TO ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. FOR SUPPORT OF THEIR COMMUNITY NEEDS PROGRAM THAT INCLUDED HEALTH PROFESSION EDUCATION SCHOLARSHIPS/TUITION SUPPORT, MENTAL HEALTH PROGRAMS AND OTHER WELLNESS ACTIVITIES. | Desc |
| Total Program Service Expenses | $313,751 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG SHAW CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7157488100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON STREET | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DALE HUSTEDT | |||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG SHAW | |||||||
| CFO | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE A WOODS | |||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JONATHON LANGE | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CANDICE GRUNSETH | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RANDY JUEDES | |||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PERRY A ARNDT OD | |||||||
| DIRECTOR (THRU JULY) | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN FRAZIER MD | |||||||
| DIRECTOR/PHYSICIAN | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| COURTNEY GRAFF | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LEONARD W HAMMAN | |||||||
| DIRECTOR | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| SARAH HEDTKE | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID E KOESTER | |||||||
| DIRECTOR (THRU JULY) | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL E PLOOY | |||||||
| DIRECTOR | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL J RIGGLE DVM | |||||||
| DIRECTOR | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARY K SARVER | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JASON STELIGA | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $100 | MembershipDuesAmt |
| Total Contributions | $100 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $263,429 | TotalRevenueColumnAmt |
| Exclusion | $263,429 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $648,719 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $620,567 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,152 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,152 | TotalRevenueColumnAmt |
| Exclusion | $28,152 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $291,581 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,751 | TotalAmt |
| Program Services | $313,751 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,800 | TotalAmt |
| Management And General | $6,800 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
| Management And General | $1,150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,601 | TotalAmt |
| Management And General | $3,601 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187 | TotalAmt |
| Management And General | $187 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,989 | TotalAmt |
| Program Services | $313,751 | ProgramServicesAmt |
| Management And General | $14,238 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,011 | BOYAmt |
| EOY | $6,146 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,215 | BOYAmt |
| EOY | $763,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,464,957 | BOYAmt |
| EOY | $6,059,141 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,059,370 | BOYAmt |
| EOY | $67,893,479 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,882 | BOYAmt |
| EOY | $5,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,305,435 | BOYAmt |
| EOY | $74,727,628 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,677 | BOYAmt |
| EOY | $2,285 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,677 | BOYAmt |
| EOY | $2,285 | 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 | $67,260,889 | BOYAmt |
| EOY | $74,092,024 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,869 | BOYAmt |
| EOY | $633,319 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,301,758 | BOYAmt |
| EOY | $74,725,343 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,305,435 | BOYAmt |
| EOY | $74,727,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$36,308 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$237,616 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,697,509 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRUS MEDFORD HOSPITAL & CLINICS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390964813 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $125,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $125,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | 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 | Yes (1) | 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 |
|---|---|
| SECTION A, LINE 1 | MEMORIAL MEMBER ASSOCIATION'S GOVERNING DOCUMENTS DO NOT LIST ASPIRUS MEDFORD FOUNDATION, INC; HOWEVER, THE GOVERNING DOCUMENTS INDICATE MEMORIAL MEMBER ASSOCIATION MAY SUPPORT OTHER ORGANIZATIONS EXEMPT FROM TAXATION AND QUALIFIED AS NON-PRIVATE FOUNDATIONS AS MAY BE AFFILIATED WITH MEMORIAL MEMBER ASSOCIATION. THE PURPOSES OF MEMORIAL MEMBER ASSOCIATION INCLUDES BUT IS NOT LIMITED TO: - ORGANIZED AND OPERATED FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND CARRY OUT THE PURPOSES OF ASPIRUS MEDFORD HOSPITAL & CLINICS, INC., A TAX EXEMPT ORGANIZATION. - SOLICIT, RECEIVE, OR OTHERWISE ACQUIRE, HOLD, MANAGE, INVEST, AND EXPEND ENDOWMENT FUNDS AND OTHER GIFTS, GRANTS AND BEQUESTS, WHETHER CONSISTING OF REAL ESTATE OR PERSONAL PROPERTY, AND WHETHER SUBJECT TO DIRECTIONS OR CONDITIONS IMPOSED BY THE DONOR, EXCLUSIVELY FOR THE BENEFIT AND ADVANCEMENT OF THE SUPPORTED ORGANIZATIONS, AND SUCH OF ITS RESEARCH, EDUCATION, CHARITABLE PROGRAMS, OR ACTIVITIES AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE. |
| PART IV, SECTION C, LINE 1 | ALTHOUGH THE ORGANIZATION'S DIRECTORS DURING THE TAX YEAR WERE NOT ALSO A MAJORITY OF THE DIRECTORS OF THE FOUNDATION, AS THE SOLE MEMBER OF ASPIRUS MEDFORD FOUNDATION, INC., MEMORIAL MEMBER ASSOCIATION RETAINS THE POWER TO DO THE FOLLOWING: TO REVIEW AND APPROVE AUDITED FINANCIAL REPORTS OF THE FOUNDATION; TO APPROVE THE TRANSFER, MERGER OR DISSOLUTION OF THE FOUNDATION OR SALE, LEASE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION; TO SELECT THE INDEPENDENT AUDITING FIRM; TO APPROVE ANY ACTION WHICH WOULD CHANGE THE CHARACTER OF THE FOUNDATION; TO APPROVE ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FOUNDATION; TO APPROVE THE APPOINTMENT OR TERMINATION OF THE EXECUTIVE DIRECTOR OF THE FOUNDATION; TO APPROVE LONG-TERM BORROWING OF MONEY AND OTHER FORMS OF LONG-TERM INDEBTEDNESS; TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION. |
| SECTION A, LINE 6 | COMMUNITY INVESTMENT FUNDING REQUESTS CAN APPLY TO EITHER MEMORIAL MEMBER ASSOCIATION, INC. (MMA) OR THE ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. (AMHC) COMMUNITY BENEFIT PROGRAM. THE COMMUNITY BENEFIT PROGRAM TYPICALLY ADDRESSES ANY REQUESTS UNDER $25,000 AND IS CONSISTENT WITH THE TOP THREE HEALTH NEEDS IDENTIFIED BY AMHC'S COMMUNITY HEALTH NEEDS ASSESSMENT. MMA ADDRESSES THE REQUESTS OVER $25,000 AND EXCEPTIONS TO APPROVE FUNDING ABOVE THE SPENDING POLICY CAN BE MADE WITH APPROVAL OF THE MMA BOARD. THE REVIEW COMMITTEE CONSISTS OF MMA BOARD REPRESENTATIVE(S) AND THE COMMUNITY BENEFIT PROGRAM DIRECTOR (AMHC). |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $67,893,479 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $67,893,479 | TotalBookValueSecuritiesAmt |
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 |
|---|---|---|---|---|---|---|---|
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | |||||||
| 135 S GIBSON STREET | MEDFORD | WI | 54451 | 390964813 | 501(C)(3) | $125,000 | BUILDING PURCHASE FOR AMBULANCE/MEDEVAC SERVICES |
| SCHOOL DISTRICT OF GILMAN | |||||||
| 325 N 5TH AVENUE | GILMAN | WI | 54433 | 396002230 | GOV | $125,000 | COMMUNITY HEALTH & WELLNESS CENTER |
| MEDFORD AREA PUBLIC SCHOOL DISTRICT | |||||||
| 124 W STATE STREET | MEDFORD | WI | 54451 | 390992246 | GOV | $40,000 | SCHOOL BASED MENTAL HEALTH PROVIDER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MEMORIAL MEMBER ASSOCIATION, INC.'S BOARD OF DIRECTORS APPROVES GRANTS TO ORGANIZATIONS BASED ON BOTH THE NEED OF THE ORGANIZATION AND THAT THE GRANT FULFILLS THE MISSION OF MEMORIAL MEMBER ASSOCIATION, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MEMORIAL MEMBER ASSOCIATION DELEGATES CONTROL OF MANAGEMENT DUTIES TO ASPIRUS MEDFORD HOSPITAL & CLINICS, INC., A 501(C)(3) ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THREE CLASSES OF MEMBERSHIP (1) MEMBERS ADMITTED BY APPLICATION (NO DUES REQUIRED) - INCLUDING BONA FIDE CIVIC, CHARITABLE, FRATERNAL, VETERANS, TRADE, AND PROFESSIONAL ORGANIZATIONS, (2) MEMBERS ADMITTED BY PAYMENT OF MEMBERSHIP FEE - THOSE WHO CONTRIBUTE $500 OR MORE TO THE ORGANIZATION OR TO ASPIRUS MEDFORD HOSPITAL & CLINICS, INC., ARE CONSIDERED LIFE MEMBERS WITH LIFETIME VOTING RIGHTS, YEAR-LONG MEMBERSHIP IS GRANTED FOR $5 DONATED TO THE ORGANIZATION, AND (3) SPECIAL MEMBERSHIP - ALL MEMBERS OF THE AMHC VOLUNTEERS MEMBERSHIP CRITERIA IS FURTHER DEFINED BY THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS MUST APPROVE ALL AMENDMENTS TO, OR RESTATEMENTS OF, THE ARTICLES OF INCORPORATION AND THE BYLAWS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | THE BOARD OR COMMITTEE TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, OR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION TO OR RESPOND TO QUESTIONS) IN THE DISCUSSIONS AND DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTIONS. SUCH PERSON MAY BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSIONS OR IS BEING VOTED UPON. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR PURPOSES OF DETERMINING COMPENSATION, MEMORIAL MEMBER ASSOCIATION, 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 MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION A, LINE 3: | AT THE OPTION OF THE BOARD OF DIRECTORS, AN EXECUTIVE COMMITTEE MAY BE CREATED, TO CONSIST OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, AND TREASURER OF THE CORPORATION IF ESTABLISHED, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE PERIOD BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD OF DIRECTORS. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL RECOMMEND TO THE FULL BOARD OF DIRECTORS THE APPOINTMENT OF A PERSON OR PERSONS TO FILL ANY VACANCY AMONG THE DIRECTORS OF ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. THAT ARE APPOINTED BY THE CORPORATION. |
| FORM 990, PART VII, SECTION A | ALL MEMBERS OF MEMORIAL MEMBER ASSOCIATION, INC.'S BOARD OF DIRECTORS SERVE ON THE BOARD OF CEDAR COURT APARTMENTS, INC. MATTERS INVOLVING CEDAR COURT APARTMENTS, INC. ARE RESOLVED DURING REGULARLY SCHEDULED MEETINGS OF MEMORIAL MEMBER ASSOCIATION, INC.'S BOARD, AS SUCH, NO ADDITIONAL TIME HAS BEEN ALLOCATED TO THE RELATED ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | EQUITY ADJUSTMENT - AMH 6,997,070. EQUITY ADJUSTMENT - AES -194,348. EQUITY ADJUSTMENT - AMF -105,213. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS MEDFORD FOUNDATION INC | ||||||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | 391777081 | CHARITABLE FUNDRAISING | WI | 501(C)(3) | LINE 7 | MEMORIAL MEMBER ASSOCIATION INC | Yes (1) |
| CEDAR COURT APARTMENTS INC | ||||||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | 391412339 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | MEMORIAL MEMBER ASSOCIATION INC | Yes (1) |
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | ||||||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | 390964813 | HOSPITAL | WI | 501(C)(3) | LINE 3 | MEMORIAL MEMBER ASSOCIATION INCASPIRUS INC | 0 |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |