FULCRUM FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FULCRUM FOUNDATION INC (EIN 39-2016506)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-05
- IRS object ID
- 201530369349300918
- Schema version
- 2013v4.0
- 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 | 2015-02-05T10:48:27-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SCOTT STREET | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MEDFORD | City |
| State | WI | State |
| ZIP Code | 54451 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK TINCHER | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 7157488100 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN J LABRAKE CPA | PreparerPersonNm |
| PTIN | P00164006 | PTIN |
| Phone | 7158453111 | PhoneNum |
| Preparation | 2015-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL RIGGLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON ST | AddressLine1 |
| City | MEDFORD | City |
| State | WI | State |
| ZIP Code | 54451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,790,204 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MEMORIAL MEMBER ASSOCIATION'S PURPOSE IS PROMOTING LOCAL HEALTH CARE AND SUPPORTING OUR LOCAL ORGANIZATIONS. DURING THE FISCAL YEAR, THE ORGANIZATION PROVIDED FINANCIAL DONATIONS FOR IMPACT CONCUSSION TESTING FOR A LOCAL SCHOOL DISTRICT TO PROMOTE ATHLETIC SAFETY, SUPPORT FOR THE CITY OF MEDFORD POOL UPGRADES, AND SUPPORT FOR THE TAYLOR COUNTY COMMISSION ON AGING "MEALS THAT HEAL" PROGRAM WHICH PROVIDES TWO NUTRIENT-DENSE MEALS A DAY TO THOSE IN NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $90 | PYContributionsGrantsAmt |
| CY Contributions Grants | $115 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $310,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $276,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,150,742 | PYOtherRevenueAmt |
| CY Other Revenue | $6,389,125 | CYOtherRevenueAmt |
| PY Total Revenue | $4,461,492 | PYTotalRevenueAmt |
| CY Total Revenue | $6,665,788 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,350 | 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 | $24,930 | PYOtherExpensesAmt |
| CY Other Expenses | $21,540 | CYOtherExpensesAmt |
| PY Total Expenses | $48,130 | PYTotalExpensesAmt |
| CY Total Expenses | $31,890 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,413,362 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,633,898 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,205,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,321,741 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $422 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,205,546 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,321,319 | 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 | $10,350 | ExpenseAmt |
| Grant | $10,350 | GrantAmt |
| Revenue | $6,389,125 | 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 FOR IMPACT CONCUSSION TESTING FOR A LOCAL SCHOOL DISTRICT TO PROMOTE ATHLETIC SAFETY, SUPPORT FOR THE CITY OF MEDFORD POOL UPGRADES, AND SUPPORT FOR THE TAYLOR COUNTY COMMISSION ON AGING "MEALS THAT HEAL" PROGRAM WHICH PROVIDES TWO NUTRIENT-DENSE MEALS A DAY TO THOSE IN NEED. | Desc |
| Total Program Service Expenses | $10,350 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 1 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | 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 | 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 | PATRICK TINCHER INTERIM CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7157488100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON STREET | AddressLine1 |
| City | MEDFORD | City |
| State | WI | State |
| ZIP Code | 54451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| BRUCE P CZECH | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE A WOODS | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PERRY A ARNDT OD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM COURTNEY | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E KOESTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A SCHAEFER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY K SARVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J RIGGLE DVM | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL E PLOOY | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LEONARD W HAMMAN | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT F CARPENTER | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREGORY A OLSON | |||||||
| PRESIDENT | 1.00 | 40.00 | $0 | $340,185 | $27,331 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $340,185 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,331 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $115 | MembershipDuesAmt |
| Total Contributions | $115 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,252 | TotalRevenueColumnAmt |
| Exclusion | $175,252 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,225,712 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,124,416 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,296 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,296 | TotalRevenueColumnAmt |
| Exclusion | $101,296 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME - AMH | 621110 | $6,117,553 | $6,117,553 |
| INVESTMENT INCOME - AMF | 621110 | $373,391 | $373,391 |
| INVESTMENT INCOME - AES | 621110 | -$101,819 | -$101,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,389,125 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,665,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,389,125 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $276,548 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,350 | TotalAmt |
| Program Services | $10,350 | 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 | $1,700 | TotalAmt |
| Management And General | $1,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,552 | TotalAmt |
| Management And General | $12,552 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488 | TotalAmt |
| Management And General | $488 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,890 | TotalAmt |
| Program Services | $10,350 | ProgramServicesAmt |
| Management And General | $21,540 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,816 | BOYAmt |
| EOY | $5,750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,074 | BOYAmt |
| EOY | $761,223 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,194,153 | BOYAmt |
| EOY | $5,863,267 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,242,160 | BOYAmt |
| EOY | $36,690,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,739 | BOYAmt |
| EOY | $1,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,205,942 | BOYAmt |
| EOY | $43,321,741 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396 | BOYAmt |
| EOY | $422 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396 | BOYAmt |
| EOY | $422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,022,926 | BOYAmt |
| EOY | $42,909,267 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,620 | BOYAmt |
| EOY | $292,052 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,000 | BOYAmt |
| EOY | $120,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,205,546 | BOYAmt |
| EOY | $43,321,319 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,205,942 | BOYAmt |
| EOY | $43,321,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,633,898 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $423,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $58,771 | 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 Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRUS MEDFORD HOSPITAL & CLINICS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390964813 | EIN |
| Organization Type | 3 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | 0 | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
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 | $36,690,055 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,690,055 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TAYLOR COUNTY COMMISSION ON AGING | ||||||||||
| 845B EAST BROADWAY AVENUE | MEDFORD | WI | 54451 | 396005746 | GOV'T ORG. | $5,000 | $0 | N/A | N/A | MEALS THAT HEAL PROGRAM |
| CITY OF MEDFORD | ||||||||||
| 639 S 2ND STREET | MEDFORD | WI | 54451 | 396005523 | GOV'T ORG. | $5,000 | $0 | N/A | N/A | MEDFORD CITY POOL UPGRADES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY A OLSON | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $270,925 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $57,186 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $12,074 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $12,571 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $14,760 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $367,516 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | FOR THE PURPOSES OF DETERMINING COMPENSATION, MEMORIAL MEMBER ASSOCIATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH COMPENSATION OF OFFICERS AND TOP MANAGEMENT OFFICIALS. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JEAN LUDWIG | |||
| FAMILY MEMBER OF BOARD DIRECTOR, M. SCHAEFER | $54,365 | EMPLOYMENT COMPENSATION - FISCAL YEAR 2014 COMPENSATION PAID BY ASPIRUS MEDFORD HOSPITAL & CLINCS, INC., A RELATED ORGANIZATION. | 0 |
| SUSAN COURTNEY | |||
| FAMILY MEMBER OF BOARD DIRECTOR, G. COURTNEY | $94,463 | EMPLOYMENT COMPENSATION - FISCAL YEAR 2014 COMPENSATION PAID BY ASPIRUS MEDFORD HOSPITAL & CLINCS, INC., A RELATED ORGANIZATION. | 0 |
| SARA NIEMI | |||
| FAMILY MEMBER OF BOARD SECRETARY, R. CARPENTER | $37,421 | EMPLOYMENT COMPENSATION - FISCAL YEAR 2014 COMPENSATION PAID BY ASPIRUS MEDFORD HOSPITAL & CLINCS, INC., A RELATED ORGANIZATION. | 0 |
| REBECCA NICHOLS | |||
| FAMILY MEMBER OF BOARD SECRETARY, R. CARPENTER | $63,315 | EMPLOYMENT COMPENSATION - FISCAL YEAR 2014 COMPENSATION PAID BY ASPIRUS MEDFORD HOSPITAL & CLINCS, INC., A RELATED ORGANIZATION. | 0 |
| SUSAN STREBIG | |||
| FAMILY MEMBER OF BOARD SECRETARY, R. CARPENTER | $58,830 | EMPLOYMENT COMPENSATION - FISCAL YEAR 2014 COMPENSATION PAID BY ASPIRUS MEDFORD HOSPITAL & CLINCS, INC., A RELATED ORGANIZATION. | 0 |
| AMANDA LANGE | |||
| FAMILY MEMBER OF BOARD DIRECTOR, G. COURTNEY | $61,122 | EMPLOYMENT COMPENSATION - FISCAL YEAR 2014 COMPENSATION PAID BY ASPIRUS MEDFORD HOSPITAL & CLINCS, INC., A RELATED ORGANIZATION. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 MHC 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 11 | THE CFO OF ASPIRUS MEDFORD HOSPITAL & CLINICS, INC, A RELATED ORGANIZATION, WILL CONDUCT A DETAIL REVIEW OF THE FORM 990. THE CFO OF ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. WILL PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS AT THE NEXT AVAILABLE MEETING FOR REVIEW AND APPROVAL PRIOR TO THE FILING OF THE RETURN WITH THE IRS. |
| 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 THE PURPOSES OF DETERMINING COMPENSATION, MEMORIAL MEMBER ASSOCIATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH COMPENSATION OF OFFICERS AND TOP MANAGEMENT OFFICIALS. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, 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. IN ADDITION, SOME OFFICERS AND DIRECTORS ALSO PROVIDED SERVICE TO OTHER RELATED ORGANIZATIONS OTHER THAN MEMORIAL MEMBER ASSOCIATION, INC. AND CEDAR COURT APARTMENTS, INC. THESE HOURS ARE REFLECTED IN LINE 2 OF COLUMN B. |
| FORM 990, PART XI, LINE 9: | EQUITY ADJUSTMENT - AMH 58,771. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | |||||||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | 390964813 | MEDICAL FACILITY | WI | 501(C)(3) | LINE 3 | N/A | 0 | |
| ASPIRUS MEDFORD FOUNDATION INC | |||||||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | 391777081 | CHARITABLE FUNDRAISING | WI | 501(C)(3) | LINE 11C, III-FI | Yes (1) | MEMORIAL MEMBER ASSOCIATION INC | |
| CEDAR COURT APARTMENTS INC | |||||||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | 391412339 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 7 | Yes (1) | MEMORIAL MEMBER ASSOCIATION INC | |
| 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 |