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ASPIRUS WAUSAU HOSPITAL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ASPIRUS WAUSAU HOSPITAL INC (EIN 39-1138241)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-13
IRS object ID
201141339349305609
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T16:57:53-04:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 2380AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391138241EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ASPIRUS WAUSAU HOSPITAL INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlASPINameControl
Phone7158472250Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 Pine Ridge BlvdAddressLine1
CityWausauCity
StateWIState
ZIP Code54401ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSidney SczygelskiName
TitleAssistant TreasurerTitle
Date Signed2011-05-13DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDIANE POSTLER-SLATTERYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1333 Pine Ridge BlvdAddressLine1
CityWausauCity
StateWIState
ZIP Code54401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts336250759GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.aspirus.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1970YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionSee Attachment 2ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees2645TotalNbrEmployees
Total Nbr Volunteers663TotalNbrVolunteers
Total Gross UBI1402645TotalGrossUBI
Net Unrelated Business Txbl Income133418NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year954389ContributionsGrantsPriorYear
Contributions Grants Current Year613805ContributionsGrantsCurrentYear
Program Service Revenue Prior Year292115618ProgramServiceRevenuePriorYear
Program Service Revenue CY318563395ProgramServiceRevenueCY
Investment Income Prior Year-445981InvestmentIncomePriorYear
Investment Income Current Year3020147InvestmentIncomeCurrentYear
Other Revenue Prior Year3153831OtherRevenuePriorYear
Other Revenue Current Year1246680OtherRevenueCurrentYear
Total Revenue Prior Year295777857TotalRevenuePriorYear
Total Revenue Current Year323444027TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year788666GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY169467GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year118668921SalariesEtcPriorYear
Salaries Etc Current Year127567119SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year154240325OtherExpensePriorYear
Other Expenses Current Year167892712OtherExpensesCurrentYear
Total Expenses Prior Year273697912TotalExpensesPriorYear
Total Expenses Current Year295629298TotalExpensesCurrentYear
Revenues Less Expenses Prior Year22079945RevenuesLessExpensesPriorYear
Revenues Less Expenses CY27814729RevenuesLessExpensesCY
Total Assets BOY327652802TotalAssetsBOY
Total Assets EOY351052128TotalAssetsEOY
Total Liabilities BOY147477194TotalLiabilitiesBOY
Total Liabilities EOY149916016TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY180175608NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY201136112NetAssetsOrFundBalancesEOY
Mission DescriptionASPIRUS IS AN INTEGRATED, COMMUNITY-GOVERNED HEALTHCARE SYSTEM WHICH LEADS BY ADVANCING INITIATIVES DEDICATED TO IMPROVING THE HEALTH OF ALL WE SERVE. WE WORK COLLABORATIVELY WITH OTHERS WHO SHARE OUR PASSION FOR EXCELLENCE AND COMPASSION FOR PEOPLE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense191783228Expense
Grants169467Grants
Revenue318407430Revenue
DescriptionASPIRUS WAUSAU HOSPITAL, INC. PROVIDES HOSPITAL SERVICES FOR RESIDENTS OF WAUSAU AND THE SURROUNDING COMMUNITIES REGARDLESS OF ABILITY TO PAY.Description
Total Program Service Expense191783228TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096306NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2645NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiestrueDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSIDNEY C SCZYGELSKINamePerson
Telephone Number7158472250TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1333 PINE RIDGE BLVDAddressLine1
CityWausauCity
StateWIState
ZIP Code54401ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (45 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Robert J Bernklau
Board Member1.0X000
Ronald Klimisch
Board Member1.0X000
Sally S Mattingly
Board Member1.0X000
Stephen B Stine
Board Member1.0X000
Timothy N Logemann
Board Member1.0X000
Thomas A Voelker
Physician/Board Member1.0X026620035769
Todd R Nicklaus
Board Member1.0X000
Wendy Hanneman
Physician/Board Member1.0X047277033565
Alan Verploegh
Board Member1.0X000
Fernando A Riveron
Board Member1.0X000
James E Wanserski
Board Member1.0X000
Jon G Krueger
Board Member1.0X000
R Mark Campbell
Board Member1.0X000
Kathy Kelsey Foley
Board Member1.0X000
Paul M Lapree
Board Member1.0X000
Kevin J O'Connell
Board Member1.0X000
Brian J Prunty
Board Member1.0X000
Matthew D Rowe
Board Member1.0X000
Brian D Smith
Physician/Board Member1.0X032188133565
Kathy J Strasser
Board Member1.0X000
Mark A Voss
Board Member1.0X000
Duane Erwin
CEO40.04856510120082X
Diane Postler-Slattery
President/COO40.0260639053089X
Sidney Sczygelski
sr. v.p. of finance/CFO40.0274811058787X
Peter Hessert
sr. V.P. & general counsel40.0270892050296X
Robert Erickson
Regional COO40.0225244047765X
Rick Nevers
V.P. Marketing40.0178108044737X
Gerald Mourey
V.P./CIO40.0178914038054X
Roger Lucas
V.P. Human Resources40.0212434036997X
Jeanne Scinto
v.p. corp. quality/pat. safety40.0153830038968X
Timothy Gengler
Cheif Nursing Officer40.0162682039179X
Kathryn Drengler
v.p. clinical services40.0147033024425X
Jean Burgener
V.P. Extended Services40.0506229611121956X
Jeanne Rowe
sr. v.p. medical affairs40.0284002043892X
Marita Hattem
v.p. physician support serv.40.0158403030946X
Thomas Rengel
Physician40.0387268013135X
Jeffrey Limmer
Chief Medical Physicist40.0174160028194X
Cari Logemann
Assistant General Counsel40.0146852019582X
Raymond Wery
Medical Physicist Consultant40.0134800024431X
Dan Rogalla
Pharmacist Specialist40.0132633021438X
Rick R Reding
Former Board Member0.0029910433565X
David Tange
Former Board Member0.0025078933565X
Michael Gutsch
Former ceo ontonagon hospital0.0011522818790X
Lee Olkowski
Former Sr V.P. corp services20.014190600X
Robert J Millican
Former Board Member0.0022285033243X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4160884TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2044933TotalReportableCompFrmRltdOrgs
Total Other Compensation978015TotalOtherCompensation
Number Individuals GT100 K53NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
WISCONSIN EMERGENCY MEDICAL SERVICE
333 pine ridge blvdWAUSAUWI54401ER Physicians5588605
GE Medical Systems
PO Box 96483CHICAGOIL60693Equip. Maintenance2559295
The Board of Regents of UW Madison
Dawer 538MILWAUKEEWI53278Family Physician1862000
Judges Inc
2150 Maple DrivePLOVERWI54467Laundry1855878
Fitzgerald Clayton James and Kasten
10335 N Port Washington RdMEGUONWI53092Insurance1843532
FieldValueIRS element (for citing)
Number Of Contractors GT100 K197NumberOfContractorsGT100K
Related Organizations613056RelatedOrganizations
All Other Contributions749AllOtherContributions
Total Contributions613805TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
PATIENT SERVICE REVENUE621400275367537275367537
LAB REVENUE6214003425978334106956152827
RENTAL REVENUE53200034937753493775
CONTRACT SERVICE REVENUE62140026153982615398
MOBILE UNIT REVENUE621400517684517684

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column2309218TotalRevenueColumn
Related Or Exempt Function Income2306080RelatedOrExemptFunctionIncome
Unrelated Business Revenue3138UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue318563395TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3255056TotalRevenueColumn
Exclusion$3,255,056ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1967587Securities
Other10604236Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2287565Securities
Other10519167Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-319978Securities
Other85069Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-234909TotalRevenueColumn
Exclusion-$234,909ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenue
INVESTMENT IN NORTHWOODS WESTWOOD523000588263588263
CAFETERIA AND VENDING7222108722987229
PHONE RENTAL561439251388251388

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column319800TotalRevenueColumn
Unrelated Business Revenue319800UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue1246680TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column323444027TotalRevenueColumn
Related Or Exempt Function Income318407430RelatedOrExemptFunctionIncome
Unrelated Business Revenue1402645UnrelatedBusinessRevenue
Exclusion$3,020,147ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total168051Total
Program Services168051ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total1416Total
Program Services1416ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4294995Total
Management And General4294995ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total94567243Total
Program Services63878281ProgramServices
Management And General30688962ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4599509Total
Program Services3066355ProgramServices
Management And General1533154ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total17040929Total
Program Services11360676ProgramServices
Management And General5680253ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7064443Total
Program Services4709652ProgramServices
Management And General2354791ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total911973Total
Management And General911973ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total380874Total
Management And General380874ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total265130Total
Management And General265130ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total201736Total
Management And General201736ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total27541394Total
Program Services18361847ProgramServices
Management And General9179547ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total2131848Total
Program Services1421303ProgramServices
Management And General710545ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total62284884Total
Program Services41525332ProgramServices
Management And General20759552ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8025026Total
Program Services5350285ProgramServices
Management And General2674741ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total306509Total
Program Services204350ProgramServices
Management And General102159ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total548537Total
Program Services365710ProgramServices
Management And General182827ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total3371324Total
Program Services2247662ProgramServices
Management And General1123662ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16588767Total
Program Services11059731ProgramServices
Management And General5529036ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total107507Total
Program Services71675ProgramServices
Management And General35832ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
HOSPITAL TAX764244050952152547225
BAD DEBT31257303125730
EQUIPMENT RENTAL & MAINTENANCE313309620897751043321
RESIDENCY PROGRAM18620001241395620605
AMORTIZATION117921117921

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total29346016Total
Program Services19564517ProgramServices
Management And General9781499ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total295629298Total
Program Services191783228ProgramServices
Management And General103846070ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY32750783BOY
EOY41139903EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3086383BOY
EOY4474938EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY36734092BOY
EOY43696866EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY41049BOY
EOY22667EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY4268191BOY
EOY5693768EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2383703BOY
EOY1223060EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis277916152LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec151481285LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY149558883BOY
EOY126434867EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY90652121BOY
EOY120253189EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY2744390BOY
EOY3090070EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5433207BOY
EOY5022800EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY327652802BOY
EOY351052128EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY26660973BOY
EOY32418130EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY110120000BOY
EOY107615000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY2963361BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY7732860BOY
EOY9882886EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY147477194BOY
EOY149916016EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY180175608BOY
EOY201136112EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY180175608BOY
EOY201136112EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY327652802BOY
EOY351052128EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$15,911OtherActivitiesAmount
Total Lobbying Expenditures IIB15911TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3
Form4720 Filed4912 TaxfalseForm4720Filed4912Tax

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierForm 990, Schedule C, Part II-B 1(I)Identifier
Return ReferenceLobbying ActivitiesReturnReference
ExplanationWisconsin Hospital Association, Inc membership dues for: - American Hospital Association dues of $35,935 includes 24.42% of lobbying. - WHA dues of $78,414 includes 9.1% of lobbying.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis8867823OtherCostOrOtherBasis
Book Value8867823BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis169449848OtherCostOrOtherBasis
Depreciation79059482Depreciation
Book Value90390366BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis176601OtherCostOrOtherBasis
Depreciation22633Depreciation
Book Value153968BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis89717055OtherCostOrOtherBasis
Depreciation67885450Depreciation
Book Value21831605BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis9704825OtherCostOrOtherBasis
Depreciation4513720Depreciation
Book Value5191105BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings126434867TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
INTEREST RATE SWAP$5,435,000
RETIREE HEALTHCARE BENEFITS$2,418,283
LONG TERM INSURANCE LIABILITY$873,559
DEFERRED COMPENSATION ACCRUAL$738,820
AMOUNTS PAYABLE TO 3RD PARTY REIMB$417,224
FieldValueIRS element (for citing)
Total Of Amounts9882886TotalOfAmounts

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent100XPcent100
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare
Pcent200 DXPcent200D
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgettrueExpensesExceededBudget
Unable To Provide CarefalseUnableToProvideCare
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailablefalseReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Benefit Expense12571980TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense12571980NetCommunityBenefitExpense
Percent Of Total Expense0.04300PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Benefit Expense29877961TotalCommunityBenefitExpense
Direct Offsetting Revenue17680506DirectOffsettingRevenue
Net Community Benefit Expense12197455NetCommunityBenefitExpense
Percent Of Total Expense0.04170PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Benefit Expense2077690TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense2077690NetCommunityBenefitExpense
Percent Of Total Expense0.00710PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Benefit Expense44527631TotalCommunityBenefitExpense
Direct Offsetting Revenue17680506DirectOffsettingRevenue
Net Community Benefit Expense26847125NetCommunityBenefitExpense
Percent Of Total Expense0.09180PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs76NumberOfActivitiesOrPrograms
Persons Served13760PersonsServed
Total Community Benefit Expense4240510TotalCommunityBenefitExpense
Direct Offsetting Revenue3179448DirectOffsettingRevenue
Net Community Benefit Expense1061062NetCommunityBenefitExpense
Percent Of Total Expense0.00360PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Number Of Activities Or Programs6NumberOfActivitiesOrPrograms
Persons Served216PersonsServed
Total Community Benefit Expense2277351TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense2277351NetCommunityBenefitExpense
Percent Of Total Expense0.00780PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs4NumberOfActivitiesOrPrograms
Persons Served15PersonsServed
Total Community Benefit Expense4988514TotalCommunityBenefitExpense
Direct Offsetting Revenue3527054DirectOffsettingRevenue
Net Community Benefit Expense1461460NetCommunityBenefitExpense
Percent Of Total Expense0.00500PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Number Of Activities Or Programs1NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Benefit Expense100000TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense100000NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Number Of Activities Or Programs11NumberOfActivitiesOrPrograms
Persons Served849PersonsServed
Total Community Benefit Expense19302TotalCommunityBenefitExpense
Direct Offsetting Revenue1000DirectOffsettingRevenue
Net Community Benefit Expense18302NetCommunityBenefitExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs98NumberOfActivitiesOrPrograms
Persons Served14840PersonsServed
Total Community Benefit Expense11625677TotalCommunityBenefitExpense
Direct Offsetting Revenue6707502DirectOffsettingRevenue
Net Community Benefit Expense4918175NetCommunityBenefitExpense
Percent Of Total Expense0.01680PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs98NumberOfActivitiesOrPrograms
Persons Served14840PersonsServed
Total Community Benefit Expense56153308TotalCommunityBenefitExpense
Direct Offsetting Revenue24388008DirectOffsettingRevenue
Net Community Benefit Expense31765300NetCommunityBenefitExpense
Percent Of Total Expense0.10860PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Economic Development EconomicDevelopment

FieldValueIRS element (for citing)
Number Of Activities Or Programs4NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Building Expense2645TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense2645NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Number Of Activities Or Programs7NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Building Expense15760TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense15760NetCommunityBuildingExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Leadership Development LeadershipDevelopment

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Number Of Activities Or Programs6NumberOfActivitiesOrPrograms
Persons Served147PersonsServed
Total Community Building Expense4609TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense4609NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Number Of Activities Or Programs2NumberOfActivitiesOrPrograms
Persons Served0PersonsServed
Total Community Building Expense6323TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense6323NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Number Of Activities Or Programs5NumberOfActivitiesOrPrograms
Persons Served235PersonsServed
Total Community Building Expense5727TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense5727NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Other Other

FieldValueIRS element (for citing)
Persons Served0PersonsServed
Total Community Building Expense0TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense0NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Number Of Activities Or Programs24NumberOfActivitiesOrPrograms
Persons Served382PersonsServed
Total Community Building Expense35064TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense35064NetCommunityBuildingExpense
Percent Of Total Expense0.00010PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$1,179,338BadDebtExpenseAmount
Amount Attributable To11793AmountAttributableTo
Amount Reimbursed By Medicare68382658AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare73467058CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-5084400MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (3 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalEr24 HoursEr24Hours
Aspirus Wausau Hospital Inc
333 Pine Ridge BlvdWausauWI54401XXX
Stevens Point Surgery Center LLC
5409 Vern Holmes DriveStevens PointWI54481X
Northwoods Surgery Center LLC
611 Veterans ParkwayWoodruffWI54568X

Form990 Schedule H Part VI Form990ScheduleHPartVI

FieldValueIRS element (for citing)
Income Based CriteriaN/AIncomeBasedCriteria
Annual Community Benefit ExplnN/AAnnualCommunityBenefitExpln
Costing Method UsedThe costing methodology used was the cost-to-charge ratio which was derived from worksheet 2, the exception to this was the unreimbursed costs-means tested government programs which used Aspirus' cost accounting system average which addresses inpatient, outpatient and emergency room.CostingMethodUsed
Subsidized Health Services ExplnN/ASubsidizedHealthServicesExpln
Percent Of Total Expense ExplnTo calculate the percentage of total expense, bad debt expense of $3,125,730 was removed from total expenses.PercentOfTotalExpenseExpln
Bad Debt FootnoteThe provision for bad debts is based on management's assessment of historical and expected net collection considering business and economic conditions, trends in healthcare coverage, and other collection indicators. Throughtout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon these trends. The results of this review are then used to make any modifications to the provision for bad debts to establish an estimated allowance for uncollectible accounts. Accounts receivable are written off after all collection efforts have been followed in accordance with Aspirus' policies. Bad Debt Policy and Procedure: I. Wausau Hospital's financial policy requires settlement of a patient bill in one of four manners: A. Payment in full in 45 days. B. 3-4 equal monthly payments. C. Placing the account on a medical note. D. Special arrangements made through the Financial Counselor. II. Failure to meet these requirements will result in the account being considered a bad debt once all collection efforts have been exhausted. The account will be removed from accounts receivable and turned over to an outside agency for collection. Prior to this happening, the following criteria must be met: A. Patient Financial Services staff will make reasonable collection efforts by way of: 1. Monthly statements 2. Collection letters 3. Collection phone calls III. The number of statement (minimum of 3) and collection letters (minimum of 1) is determined by the parameters set to the financial codes. Collection calls are made Monday through Friday from 8:00 a.m. through 8:00 p.m. and on Saturday from 8:00 a.m. through 5:00 p.m. IV. All collection activity and patient contacts will be completely documented electronically on the individual accounts. V. A Medicare account must be over 120 days outstanding from the date of the initial bill to the patient before it can be considered a bad debt and placed with a collection agency. Commercial and Self-pay accounts that have received their final 10-day letter could then be considered a bad debt and placed with a collection agency. A default order with the state can be filed for Worker's Compensation accounts that are over $5,000.00 with no response from the insurer after 60 days. The state will send a letter to the insurer requesting the review and will allow the insurer 20 days to respond. VI. All collection accounts are to be treated the same regardless of payor type: self-pay, general insurance, Medicare, or Medical Assistance. VII. Patient Financial Services staff will use sound business judgment when working with the account. At the discretion of the Financial Counselor, credit reports will be requested from the Credit Bureau and property verification obtained through the County Treasurer's Office. VIII. All individuals qualifying for Community Care under the Hospital's policy are considered indigent. These accounts are written to the Community Care allowance once eligibility is determined. There is no minimum waiting period.BadDebtFootnote
Shortfall As Community BenefitThe costing methodology is CMS2552 as filed cost report. Aspirus Wausau Hospital feels that the medicare shortfall should be treated as a community benefit. Aspirus is there to treat the community and they have a large percentage of medicare benefit patients. If those patients were to be refused, then they would not receive healthcare.ShortfallAsCommunityBenefit
Debt Collection PolicyAspirus Wausau Hospital uses reasonable efforts to determine if financial assistance should be offered before assigning a case to a collection agency. Aspirus informs patients and offers them charity care application forms at the time of registration, in emergency rooms, financial service offices, the billing office, and on statements and letters. Aspirus only pursues the applicants who complete the forms in their entirety.DebtCollectionPolicy
Number Of Facility Type ExplnN/ANumberOfFacilityTypeExpln
Needs AssessmentIn many ways, Aspirus Wausau Hospital is a leader in needs assessment. It has developed strong partnerships with the Marathon County Health Department and with the United Way of Marathon County. These two organizations have spear headed initiatives to assess the community's health needs and other needs. In 1996, the United Way led a collaborative effort to perform a community health assessment that focused on data rather than perception. With support from Aspirus and other community partners, the United Way performed a community assessment and published in June 1997 the first issue of what was called the Marathon County LIFE Report. Since that time, Aspirus Wausau Hospital has maintained strong involvement in the community assessment process, from pledging cash support and in-kind donations to steering committee members. The seventh and most recent version of the needs assessment identified five Key Calls to Action: o Alcohol Use/Abuse o Basic Needs - Food and Housing/Jobs o Domestic Abuse/Child Abuse and Neglect o Early Childhood Success o Healthy Lifestyles - Obesity, Oral Health, Tobacco In addition to the above-listed five health priorities, the 2009-2011 LIFE Report also identified "Elder Issues" as an issue to watch. As the largest local health care provider, Aspirus Wausau Hospital has a mission and ability to address Healthy Lifestyles. Here's what the report summary said about the issue: "Preventing behaviors that increase the risk of serious health issues and improving people's health and wellness can positively affect their productivity, lower their health care costs, and lengthen life expectancy." Here are some facts about Marathon County: o Of surveyed residents, 29 percent did not have health insurance for part or all of the previous year. That is up from 14 percent in 2007 9 percent in 2005. o Of surveyed residents, 52 percent said they get physical activity three or more days per week, meaning that 48 percent don't exercise regularly. o In 2008, 18 percent of the adult population was reported as smokers. That number was unchanged from 2007, and down just 1 percent from 2006. o In 2009, the LIFE Report found that, based on Body Mass Index, 37 percent of the population was obese and another 27 percent of the population was overweight. In addition to the United Way's Marathon County LIFE Report, which is produced every two years, Aspirus also works closely with the Marathon County Health Department to produce a separate report called Healthy Marathon County. The first such report was completed in 2003, and a second report identified needs for 2006-2010. It was intended to: o Analyze health data to identify and prioritize health needs of Marathon County residents and monitor change over time. o Develop coordinated and collaborative action plans to address the priorities o Engage community leaders to commit resources towards health improvement o Help Marathon County residents improve their health. In certain ways, this report is a wonderful blueprint for Aspirus Wausau Hospital's community benefits activities, because it identified health priorities and created action teams to address them. Based on expert interviews and a household survey, Healthy Marathon County identified seven health priorities: o Alcohol Use and Misuse o Concerns About The Cost of Health Care o Health Care for the Elderly o Obesity and Related Disorders o Suicide and Mental Health o Tobacco Use and Exposure o Utilization of Prenatal Care The following link provides wonderful context for the action teams that were created - often with leadership from Aspirus Wausau Hospital experts - to address the health priorities. http://healthymarathoncounty.org/_support/doc/Marathon%20County%20Comm unity%20Health%20Assessment%202006-2010.ppt#257,1,Marathon County Community Health Assessment 2006-2010NeedsAssessment
Patient Education AssistanceAspirus Wausau Hospital makes lists of available government assistance programs available to patients and families in the cashier's office, which is located off the main lobby. In addition, all patients are made aware of Aspirus Wausau Hospital's financial aid programs through statements and follow-up letters. Financial counselors seek to meet one-on-one with any patients who do not have insurance, so counselors can explain all options available.PatientEducationAssistance
Community InformationAccording the U.S. Census Bureau, Marathon County has a 2009 population estimate of 131,612. And while there are demographic and population numbers for the areas that Aspirus Wausau Hospital considers its primary and secondary market areas, Marathon County bears special attention, as it is the home of Aspirus Wausau Hospital and many of the system's corporate functions. In fact, Marathon County in many respects is the "home" of Aspirus and is the single largest source of patients among the counties Aspirus serves. About Marathon County: Persons per square mile (2000) 81.4 Persons under 5 years old (2009) 6.6% Persons under 18 years old (2009) 24.1% Persons 65 years and over (2009) 14.1% White persons (2009) 92.9% Asian persons (2009) 5.1% Persons per household (2000) 2.60 Persons below poverty level (2008) 7.9% Service Areas and Demographics Aspirus Wausau Hospital monitors its market share relative to 13 counties in north and central Wisconsin. These counties represent its primary and secondary service areas and account for 95.9 percent of all admissions. The following table presents data on the demographics of these counties. AWH monitors its market share focusing on 13 counties located in north and central Wisconsin. These counties represent its primary and secondary service areas and account for 95.9% of all admissions. The following table presents data about the demographics of the counties that make up this area. 2009 2009 % of Median 11/20/10 2000 2010 Pop. Household Unemploy- Primary Area Pop. Pop. Incr. +65 Income ment Rate Langlade Co 20,740 21,868 5.4% 19.5% $39,858 8.5% Lincoln Co 29,641 30,822 4.0% 17.0% $47,816 9.3% Marathon Co 125,834 136,874 8.8% 13.7% $50,495 7.3% Taylor Co 19,680 20,181 2.5% 15.7% $42,559 8.4% Subtotal 195,895 209,745 7.1% 15.0% 7.8% Secondary Area Clark Co 33,557 34,950 4.2% 14.6% $42,518 7.9% Forest Co 10,024 10,540 5.1% 20.8% $37,100 8.9% Iron Co 6,861 7,093 3.4% 23.7% $34,201 10.0% Oneida Co 36,776 39,282 6.8% 20.2% $46,126 8.8% Portage Co 67,182 71,242 6.0% 12.1% $50,494 5.5% Price Co 15,822 16,182 2.3% 19.3% $39,608 7.3% Shawano Co 40,664 42,752 5.1% 17.0% $45,497 8.3% Vilas Co 21,033 23,42211.4% 24.0% $40,770 9.9% Wood Co 75,555 77,123 2.1% 16.7% $45,309 7.0% Subtotal 307,474 322,586 4.9% 16.8% 7.4% Grand Total 503,369 532,331 5.8% 16.1% 7.6% Wisconsin 5,363,715 5,695,950 6.2% 13.5% $49,994 7.1% _______________ Source: U.S. Department of Agriculture Economic Research Service, Wisconsin Department of Work Force Development, Wisconsin Department of Administration and Wisconsin Department of Health and Family Services. The largest employers in Marathon County include: # of Employer Employees Aspirus Wausau Hospital 2,700 Kolbe and Kolbe Millworks 1,600 Greenheck Fan Corp 1,500 Wausau School District 1,300 Liberty Mutual 1,250 Footlocker.com/Eastbay 1,065 Wausau Papers 1,034 North Central Health Care 1,000 UMR/United Healthcare 820 Marathon Cheese 798 _______________ Source: Comprehensive Annual Financial Report Marathon County, Wisconsin for the Year Ended December 31, 2009. Much of north central and central Wisconsin and the Upper Peninsula of Michigan qualify as health professional shortage areas and medically underserved areas. According to the Health Resources and Services Administration, all or part of the following 16 counties are designated as health professional shortage areas: Clark, Florence, Forest, Iron (WI), Langlade, Marathon, Oneida, Price, Shawano, Taylor, Vilas, Wood, Gogebic, Iron (MI), Keweenaw, and Ontonagon. The following 14 counties are designated as health professional shortage areas for mental health: Clark, Florence, Forest, Iron (WI), Langlade, Marathon, Oneida, Price, Shawano, Taylor, Vilas, Wood, Gogebic, and Iron (MI). Similarly, all or part of the following 18 counties are designated as medically underserved areas: Clark, Florence, Forest, Iron (WI), Langlade, Marathon, Portage, Price, Shawano, Taylor, Vilas, Wood, Baraga, Gogebic, Houghton, Iron (MI), Keweenaw, and Ontonagon.CommunityInformation
Community Building ActivitiesAs any good corporate citizen, Aspirus Wausau Hospital is involved in a wide range of community building activities. And while some of these are undertaken simply because there is a community need and Aspirus is in a position to help, others are undertaken for much more specific reasons. The goal of Aspirus Wausau Hospital's community benefits activities is to address key community health issues as identified by two community needs assessments: The Marathon County LIFE Report spear headed by the United Way of Marathon County, and the Healthy Marathon County Report produced by the Marathon County Health Department. As explained in Question Two of this section, Aspirus Wausau Hospital collaborated with the United Way and the county health department in the design and production of these reports. The following is a list of "Community Building" activities reported in Part II and brief descriptions of them. Economic Development (F2) o Centergy (Administration): Centergy is an organization comprising business and civic leaders, working together to address the region's workforce, business and community development needs. It works to encourage business sector development, support local businesses, attract new businesses, achieve growth for higher education facilities, and improve life in general for all central Wisconsin residents. o Central Wausau Program (Administration): This is another community development program that combines the vision, resources and efforts of many partners throughout the Wausau area. o City County IT Meeting (Administration): This group collaborates to address information technology issues in Wausau and Marathon County. As the county's largest employer, Aspirus Wausau Hospital plays a significant role. o McDEVCO (Administration): Marathon County Economic Development Corporation, in private and public partnership with Marathon County Government and The Wausau Region Chamber of Commerce, provides leadership for reviewing and recommending all initiatives related to education and economic development. McDEVCO is committed to business growth, as well as providing a high quality of life and building strong communities in the Marathon County Region. Community Support (F3) o Boy Scouts of America (Administration): BSA has a thriving council, the Samoset, located in Wausau. This organization encourages the physical, civic, social and educational development of boys and Aspirus Wausau Hospital supports its efforts. BSA activities help address two of the Marathon County LIFE Report's Key Calls to Action: Early Childhood Success, and Healthy Lifestyles. o Boys and Girls Club (Administration): The Boys and Girls Club of the Wausau Area seeks to inspire and enable youth of all backgrounds to develop the self-esteem, character and skills necessary to become caring, productive community members and leaders. The Club serves about 10,500 kids through membership and outreach activities each year, and helps Aspirus Wausau Hospital and other community partners address two of the Marathon County LIFE Report's Key Calls to Action: Early Childhood Success, and Healthy Lifestyles. o Rotary (Administration): Rotary is a worldwide organization of business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world. The Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise. The local club has about 85 members and truly benefits the community. o United Way (Administration): Aspirus Wausau Hospital has deep and longstanding involvement with the local United Way. As a pacesetter organization, Aspirus demonstrates leadership in its internal support campaign to benefit the United Way, which has restructured to follow a road map to community success that directs its support to organizations that improve Education, Health and Income in the community. o Wausau Child Care (Administration): Aspirus Wausau Hospital supports this not-for-profit provider of child care services. This helps address the Marathon County LIFE Report's Key Call to Action: Early Childhood Success. o YMCA Foundation (Administration): The YMCA provides family-centered, values-focused programs that build healthy spirits, minds and bodies. This helps address the Marathon County LIFE Report's Key Call to Action of Early Childhood Success, and the Healthy Marathon County Report's Health Priority of Obesity and Related Disorders. o YWCA of Wausau (Administration): The YWCA of Wausau is dedicated to eliminating racism, empowering women, and promoting peace, justice, dignity and freedom for all. The focus on women, girls and families addresses the Marathon County LIFE Report's Key Call to Action of Early Childhood Success. Coalition Building (F6) o Footprints to Health (Heart and Vascular Institute): This program was begun by an action team - Healthy Eating Active Living (HEAL) - that was created to address the Healthy Marathon County Report's Health Priority of Obesity and Related Disorders. The program was designed to increase physical activity and the consumption of fruits and vegetables. o Healthy Eating Active Living (Heart and Vascular Institute): As mentioned above, this action team was established to address the Healthy Marathon County Report's Health Priority of Obesity and Related Disorders. Aspirus employees have had leadership roles in this action team's activities, and continue to participate in efforts to increase physical activity and health eating habits in Marathon County. o Healthy Babies for Marathon County (Women's Health Administration): This action team was established to address the Healthy Marathon County Report's Health Priority of Utilization of Prenatal Care and the Marathon County LIFE Report's Key Call to Action of Early Childhood Success. The group seeks to increase healthy activities in pregnant women, such as seeking regular and timely prenatal health care and quitting tobacco use. o Healthy Marathon County (Heart and Vascular Institute): Aspirus Wausau Hospital has been an active partner in the creation of this community health report, which is spearheaded by the Marathon County Health Department. o Tobacco Coalition (Heart and Vascular Institute): This is a collaborative group - including government agencies and not-for-profits such as Aspirus Wausau Hospital - that seeks to reduce the rate of smoking and tobacco use in Marathon County. This addresses the Marathon County LIFE Report's Key Call to Action of Healthy Lifestyles - Obesity, Oral Health, Tobacco. Community Health Improvement Advocacy (F7) o Wisconsin Hospital Association (Administration): Through involvement with this organization, Aspirus Wausau Hospital is able to address issues such as health care workforce shortages and health care quality. o Women's Community (Administration): Through its involvement with this organization, Aspirus Wausau Hospital demonstrates its commitment to helping women, children and men who are sexually assaulted or subjected to emotional, mental, physical, sexual and verbal abuse. Workforce Development (F8) o Career Fair (Business Development/Marketing): This initiative is designed to expose young people to health care related employment opportunities, which is important in creating the well-trained, dedicated workforce that will serve our community's health care needs in the future. o Junior Achievement (Administration): This is another opportunity for the leaders of Aspirus Wausau Hospital to give their time in the community, educating young people about careers in the health care industry and what it takes to pursue them. o NTC Foundation (Administration): Northcentral Technical College (NTC) is a thriving source of well-trained, dedicated health care workers that feeds Aspirus Wausau Hospital's workforce. Through work with the NTC Foundation, Aspirus Wausau Hospital maintains a strong relationship with NTC and intimate involvement with the school's operations. o Wausau School Foundation (Administration): Aspirus Wausau Hospital leaders understand that collaboration with local schools is vital to cultivating a robust health care workforce. This foundation allows for that collaboration. o Young Adult Medicine Class: Through innovative educational initiatives such as the Young Adult Medicine Class, Aspirus Wausau Hospital is supporting an elevated understanding of health care and planting the seeds for future health care workers.CommunityBuildingActivities
Other InformationAspirus Wausau Hospital is a true community organization. It was created three decades ago when community members came together and decided that the two local hospitals operating in that day could be more effective and more efficient if they merged into one larger facility. Today, that community leadership and vision is maintained. Aspirus Wausau Hospital is guided by a community board of directors, which the organization's bylaws state must consist of eight or nine physicians and 11 to 14 community members. This board helps ensure that strategic and operational decisions made at Aspirus Wausau Hospital are made with the community's best interest in mind. In addition, Aspirus Wausau Hospital maintains an open medical staff, meaning that it extends medical staff privileges to all qualified physicians in the community. As a not-for-profit organization, Aspirus Wausau Hospital reinvests surplus funds in health services for the community. For example, new technology that advances care and improved access to health services are areas these surplus funds are applied. Aspirus Wausau Hospital also works collaboratively with other health care and academic entities to offer professional health education opportunities that benefit the communities. For example, the University of Wisconsin Wausau Family Medicine Residency Program is based on the Aspirus Wausau Hospital medical campus, and produces skilled, dedicated family medicine physicians. The vast majority of residency graduates end up practicing in north central Wisconsin, making the residency program incredibly valuable to the ongoing easy access to high-quality primary health care. Aspirus Wausau Hospital is also the vehicle by which extensive volunteer efforts are organized. There are more than 1,000 Aspirus Volunteers who support the provision of excellent medical care at the hospital and in other venues. These volunteers also provide valuable community outreach through the Lifeline home health monitoring program, the HANDS program that teaches young children the importance of hand hygiene, and Meals on Wheels. Aspirus Wausau Hospital also supports valuable clinical research through the Cardiovascular Research and Education (CaRE) Foundation and through the Aspirus Regional Cancer Center. The CaRE Foundation has about 10 open trials at any given time, and seeks to advance the safe, effective and compassionate practice of cardiovascular medicine in north central Wisconsin. Through our research affiliation with the University of Wisconsin Comprehensive Cancer Center in Madison, we are a part of a satellite system called Wisconsin Oncology Network offering clinical trials to patients with advanced disease. In addition, we are also able to offer federally sponsored studies available through the Eastern Cooperative Oncology Group and the Radiologic Therapy Oncology Group.OtherInformation
Affiliated Health Care SystemAspirus Wausau Hospital is one of five hospitals under the Aspirus, Inc. umbrella. While each of the other four hospitals is a small, critical access facility, though, Aspirus Wausau Hospital is a regional tertiary care facility. The Aspirus system is relatively young, especially in the Upper Peninsula of Michigan, where two of the critical access hospitals are located. These facilities all operate as local sources of charity care and strong corporate citizens. In fact, Aspirus Keweenaw Hospital received in January 2011 the Winks Gundlach Award for strong and consistent support of the Keweenaw Community Foundation. This commitment to local community is reflected throughout the Aspirus service area. In Wausau, Wis. the Aspirus Health Foundation raises money for various health related initiatives in the community and within Aspirus. In addition to raising money and receiving community gifts, the Foundation also determines the best way to utilize its resources to make the biggest impact on the community. Throughout the Aspirus service area, affiliated foundations serve the needs of their respective communities: o The Community Health Foundation serves Antigo, Wis. and surrounding communities. o Memorial Health Center Foundation serves Medford, Wis. and surrounding communities. o Aspirus Ontonagon Foundation serves Ontonagon, Mi. and surrounding communities. While Aspirus has grown and expanded its service area rapidly in the past five years, system leaders are making a concerted effort to collaborate internally, to make the continuum of care as seamless as possible for customers. This means providing high-quality, efficient service from primary care to specialty services and post-acute care such as rehabilitation and home care. By integrating services, and communicating effectively among providers, Aspirus is better able to meet patient needs and improve outcomes. This could be the most important community benefit of all.AffiliatedHealthCareSystem
Reports Filed With StatesMIReportsFiledWithStates
Reports Filed With StatesWIReportsFiledWithStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Wasau Area Mobile Meals
610 Scott Street Suite GWausauWI54403391238060501(c)(3)10000General Support
Woodson YMCA Foundation
707 third streetwausauWI54403396066206501(c)(3)25000General Support
Wausau Dance Theatre
PO Box 18015MerrifieldVA22118237367344501(c)(3)7500Sponsorship
Village of Weston
5500 Schofield AvenuewestonWI54476391851996170(c)(1)5500Sponsorship - Weston Fest
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants8TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierForm 990, Schedule IIdentifier
Return ReferenceDescription of Organization's Procedures for Monitoring the Use of GrantsReturnReference
ExplanationThe Executive Director of Aspirus Health Foundation administers the funds in the Aspirus Community Partner Fund (CPF). The funds from CPF are given to community programs to increase the quality of life in the region or are related to health initiatives. They are not used, in general, for sponsorships or marketing-albeit, we work closely with marketing when dispersing funds from the account. An annual budget is set for the CPF and through out the year we maintain records to track who gets the funds, amounts dispersed and why.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (27 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Duane Erwin
471138000145130209340991480605733000
Diane Postler-Slattery
239797000208420136460394430313728000
Sidney Sczygelski
26984200049690139520448350333598000
Peter Hessert
26268300082090151730351230321188000
Lee Olkowski
13010600011800079290128190162654000
Robert Erickson
210072000151720100790376860273009000
Rick Nevers
165147000129610112470334900222845000
Gerald Mourey
1770070001907076660303880216968000
Roger Lucas
17089300041541083570286400249431000
Jeanne Scinto
1504550003375067630322050192798000
Timothy Gengler
15015100012531095560296230201861000
Kathryn Drengler
1440640002969096860147390171458000
Jean Burgener
4853992155002083395626914998492293455823511045400
Michael Gutsch
0602600005496801611017179013401800
Jeanne Rowe
27675200072500116030322890327894000
Marita Hattem
1529160005487066230243230189349000
Rick R Reding
028098100018123016560017005033266900
Thomas A Voelker
02583050007895016560019209030196900
Wendy Hanneman
045714000015630016560017005050633500
David Tange
023218600018603016560017005028435400
Robert J Millican
020740000015450016238017005025609300
Brian D Smith
030558800016293016560017005035544600
Thomas Rengel
33398603794501533704900082350400403000
Jeffrey Limmer
16564500085150104120177820202354000
Cari Logemann
146352000500059220136600166434000
Raymond Wery
1318880002912083800160510159231000
Dan Rogalla
132049000584071710142670154071000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Compensation InformationSchedule J, Part III, Line 1aHousing allowance: Interim housing-Chuck Flood; Travel for companions: Retreat in which spouses attended, spousal portion taxed Companion Travel: Wendy Hannemann: $255 Brian Smith: $90 Thomas Voelker: $188 Diane Postler-Slattery: $325 Robert Erickson: $255 Duane Erwin: $255 Sidney Sczygelski: $188 Timothy Logemann: $282 Roger Lucas: $175 Gerald Mourey: $175 Rick Nevers: $325 Jeanne Rowe: $255 Gross-Up Payments: Wendy Hannemann: $7,888 Robert Millican: $6,488 Brian Smith: $7,888 Thomas Rengel: $3,900 Rick Reding: $7,888 David Tange: $6,488 Club Dues: Robert Erickson: $1,284 Peter Hessert: $1,032 Duane Erwin: $780 Gerald Mourey: $972 Rick Nevers: $972 Jeanne Rowe: $546 Jean Burgener: $135 Kathryn Drenger: $1,032 Tomothy Gengler: $972 Marita Hattem: $546 Jeanne Scinto: $1,032
Compensation InformationSchedule J, Part III, Lines 4a-c4a) SEVERANCE- Wyman, Alan $39,763.20 & Lyle Burgett $181,989.60 4b) Supplemental nonqualified retirement 457f distribution- Slattery, Diane $26,287.65; Sczygelski, Sidney- $28,335.77; Erickson, Robert-$16,736.51; Shabino, Charles $2,281.04; Spaude, Paul $1,659.17; Olkowski, Leland $12,833.59; Nevers, Rick $7,684.90; Gengler, Timothy $12,547.62; Wyman, Alan $77.85; Burgett, Lyle $74.41
Severance GuidelinesIn the event of an involuntary termination due to business reasons, aspirus wausau hospital may, at its discretion, provide severance benefits for affected employees. Employees who accept severance benefits will be required to complete and sign a confidential release and separation agreement. Employees who do not complete and sign the confidential release and separation agreement will be ineligible to receive severance benefits. Severance benefits will not be offered to employees who are terminated for cause or refusal to be reassigned to an alternate position of like status and pay. The rate severance is based upon length of service with Aspirus Wausau hospital and the position's assigned pay grade classification at the time of termination. Employees with an employment status that is less than Full-Time will receive severance pay on a pro-rated basis in accordance with their budgeted hours. (Employees classified as occasioanl will have base severance pay based upon the previous 26 weeks earnings).
457(F) Retirement Plan ProfileKey employees of the company or a participating affiliate are eligible to participate in 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 executives position, which are as follows: 9% for Vice President; 13% for Senior Leadership Council; and 15% for the CEO. If the 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 month closest to the change or termination of employment, to 12. Distributions: Continuation of employment through the deferred vesting date; the date on which the participants' employment is terminated as a result of death or disability; 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 motnh 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 K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Wisconsin Health & Educational Facilities Auth
39133785597710BLY62009-10-0723000000Refund Bonds Issued 3/18/2009falsefalse
Wisconsin Health & Educational Facilities Auth
39133785597710BLW02009-10-0744750000Refund Bonds Issued 3/18/2009falsefalse
Wisconsin Health & Educational Facilities Auth
39133785597710BLV22009-10-0720000000Series 1998B-Var Rate Demandfalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
230000002001truefalsetruetrue
447500002006truefalsetruetrue
200000002009truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsefalse0.015000.01500true
falsefalsefalsefalsefalse0.010000.01000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
falsetruefalsefalsefalsefalse
truetruefalsefalsefalsefalse
truetruefalsefalsefalsetrue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DELEGATION OF CONTROL OVER MANAGEMENT DUTIESForm 990, Part VI, Question 3ASPIRUS WAUSAU HOSPITAL, INC. HAS AN AGREEMENT WITH NORTH CENTRAL HEALTH CARE TO MANAGE THE BEHAVIORAL HEALTH DEPARTMENT.
MEMBERS OR STOCKHOLDERSFORM 990, PART VI, QUESTION 6ASPIRUS, INC. IS THE SOLE CORPORATE MEMBER OF ASPIRUS WAUSAU HOSPITAL, INC.
Descr Classes of Persons, Decisions Requiring Appr & Type of Voting RightsForm 990, Part VI, Question 7bTHE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION, ASPIRUS WAUSAU HOSPITAL: 1) CHANGE OR AMEND THE ARTICLES OF INCORPORATION OR BYLAWS; 2) CHANGE THE MISSION, PURPOSE OR SCOPE OF THE CORPORATION; 3) RATIFICATION OR REMOVAL OF DIRECTORS OR OFFICERS; 4) CHANGE THE FORMULA OR METHODOLOGY FOR DETERMINING PHYSICIAN COMPENSATION; 5) APPROVAL OF ANNUAL OPERATING AND CAPITAL EXPENDITURE BUDGETS, STRATEGIC AND LONG RANGE PLANS.
Describe the Process used by Management &/or Governing Body to Review 990Form 990, Part VI, Question 11ATHE ORGANIZATION'S MANAGEMENT REVIEWS THE 990 REPORT AND THEN THE FORM IS PROVIDED TO THE BOARD MEMBERS FOR FINAL REVIEW AND APPROVAL PRIOR TO FILING.
Description of Process to Monitor Transactions for Conflicts of InterestForm 990, Part VI, Question 12cBOARD MEMEBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ALL MANAGERS ARE REQUIRED TO SIGN BIANNUAL CONFLICT OF INTEREST STATEMENTS. THE ORGANIZATION'S CEO AND BOARD CHAIR REVIEW THE STATEMENTS AND HIGHLIGHT POTENTIAL CONFLICTS. THE BOARD DETERMINES ON A CASE BY CASE BASIS ANY ACTIONS REQUIRED. INDIVIDUALS ARE NOT PERMITTED TO VOTE ON ANY TRANSACTION WHERE A CONFLICT HAS BEEN DETERMINED TO EXIST. ALL CONFLICTS AND PROCEEDINGS ARE NOTED IN THE MEETING MINUTES.
Offices & Positions for Which Process was Used, & Year Process was BegunForm 990, Part VI, Question 15a & 15bTHE ORGANIZATION HAD AN INDEPENDENT AUDIT FOR EXECUTIVE COMPENSATION WHICH INCLUDED BASE SALARY, INCENTIVE PLANS, AND BENEFITS FOR ALL OFFICER AND EXECUTIVE POSITIONS. THE REVIEW WAS COMMISSIONED BY THE COMPENSATION COMMITTEE OF THE BOARD AND WAS CONDUCTED BY AN INDEPENDENT CONSULTING FIRM. THE MARKET ANALYSIS WAS COMPLETED IN JUNE AND JULY OF 2009 AND PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD IN AUGUST FOR FINAL COMPENSATION DETERMINATION.
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen PublicForm 990, Part VI, Question 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
Schedule K, Part I, Bond BAspirus Wausau Hospital is a member of an obligated group for this bond that includes Memorial Health Center, Inc. Aspirus Wausau Hospital's share of the proceeds was $27,200,000.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Stevens Point Surgery Center LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15409 Vern Holmes DriveAddressLine1
CityStevens PointCity
StateWIState
ZIP Code54481ZIPCode
FieldValueIRS element (for citing)
EIN202259562EIN
Primary ActivitiesMedical SrvsPrimaryActivities
Legal Domicile StateWILegalDomicileState
Total Income-460478TotalIncome
EOY Assets602827EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Aspirus Inc
425 Pine Ridge BlvdWausauWI54401391328331HealthcareWI501(C)(3)11- Type IINA
Aspirus Buildings Inc
333 Pine Ridge BlvdWausauWI54401391406537LeasingWI501(c)(3)9Aspirus Inc
Aspirus Specialists Inc
425 Pine Ridge BlvdWausauWI54401391945080Medical SvcsWI501(c)(3)9Aspirus Inc
Aspirus Extended Services
425 Pine Ridge BlvdWausauWI54401390782130Nursing HomeWI501(C)(3)9Aspirus Inc
Aspirus Clinics Inc
425 Pine Ridge BlvdWausauWI54401391670223Medical SrvcsWI501(c)(3)9Aspirus Inc
Aspirus VNA Home Health Inc
520 N 32nd AvenueWausauWI54401390808511Home HealthWI501(c)(3)9Aspirus Inc
Aspirus VNA Extended Care Inc
520 N 32nd AvenueWausauWI54401391597350Personal CareWI501(c)(3)9Aspirus Inc
Aspirus Ontonagon Hospital Inc
601 Seventh StreetOntonagonMI49953260806477HospitalWI501(c)(3)3Aspirus Inc
Aspirus Health Foundation
425 Pine Ridge BlvdWausauWI54401391256656Public FdnWI501(c)(3)7Aspirus Inc
Aspirus Doctor's Clinic Inc
420 Dewey StreetWisconsin RapidsWI54495391972671Medical ServWI501(c)(3)9Aspirus Inc

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Aspirus Network IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13000 Westhill Drive Suite 300AddressLine1
CityWasauCity
StateWIState
ZIP Code54401ZIPCode
FieldValueIRS element (for citing)
EIN391931679EIN
Primary ActivityMedical ContractsPrimaryActivity
Legal Domicile StateWILegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityC CorpTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (24 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Aspirus Buildings Inc
N210104
Aspirus Buildings Inc
J327941
Aspirus Clinics Inc
P3041124
Aspirus Clinics Inc
O9087997
Aspirus Clinics Inc
N17971738
Aspirus Clinics Inc
L263742
Aspirus Clinics Inc
K568445
Aspirus Clinics Inc
J3236021
Aspirus Clinics Inc
I440976
Aspirus Doctors Clinic Inc
P721209
Aspirus General Clinic LLC
p1119658
Aspirus Health Foundation
p133632
Aspirus Health Foundation
N198647
Aspirus Network Inc
P69230
Aspirus Network Inc
N116071
Aspirus Ontonagon Hospital
P240906
Aspirus Ontonagon Hospital
N523524
Aspirus Pine Ridge Surgery Center
P67850
Aspirus Specialists Inc
P851115
Aspirus Specialists Inc
N5301669
Aspirus VNA Home Health Inc
P330980
Aspirus VNA Home Health Inc
N2307537
Aspirus VNA Home Health Inc
J99685
Aspirus VNA Home Health Inc
I50102