STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ASPIRUS HEALTH FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ASPIRUS HEALTH FOUNDATION INC (EIN 39-1256656)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202601349349301815
Schema version
2024v5.5
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)
Return2026-05-14T07:42:19-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN393647910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391256656EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI PECKPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Phone7158472118PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2026-03-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATTHEW HEYWOODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 WESTWOOD DRAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,551,486GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASPIRUS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1976FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionWE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,682,978PYContributionsGrantsAmt
CY Contributions Grants$1,106,071CYContributionsGrantsAmt
PY Program Service Revenue$103,472PYProgramServiceRevenueAmt
CY Program Service Revenue$17,013CYProgramServiceRevenueAmt
PY Investment Income-$233,467PYInvestmentIncomeAmt
CY Investment Income$1,696,739CYInvestmentIncomeAmt
PY Other Revenue$16,266PYOtherRevenueAmt
CY Other Revenue$26,622CYOtherRevenueAmt
PY Total Revenue$1,569,249PYTotalRevenueAmt
CY Total Revenue$2,846,445CYTotalRevenueAmt
PY Grants And Similar Paid$804,674PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,617,198CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$580,311PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$775,766CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$647,076CYTotalFundraisingExpenseAmt
PY Other Expenses$302,402PYOtherExpensesAmt
CY Other Expenses$331,708CYOtherExpensesAmt
PY Total Expenses$1,687,387PYTotalExpensesAmt
CY Total Expenses$3,724,672CYTotalExpensesAmt
PY Revenues Less Expenses-$118,138PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$878,227CYRevenuesLessExpensesAmt
Total Assets BOY$55,299,112TotalAssetsBOYAmt
Total Assets EOY$60,605,988TotalAssetsEOYAmt
Total Liabilities BOY$898,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,746,650TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$54,400,695NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,859,338NetAssetsOrFundBalancesEOYAmt
MissionWE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,878,670ExpenseAmt
Grant$1,878,670GrantAmt
Revenue$17,013RevenueAmt
DescUNRESTRICTED CONTRIBUTIONS ACTIVITY: THROUGH ITS PHILANTHROPIC ACTIVITIES THE FOUNDATION ADVANCES EXTRAORDINARY HEALTH CARE BY PROVIDING FUNDS FOR RESEARCH, EDUCATION, INFORMATION, PROGRAMS, SERVICES AND SCREENINGS, COMMUNITY HEALTH INITIATIVES, AND WORKFORCE DEVELOPMENT SCHOLARSHIPS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$738,528ExpenseAmt
Grant$738,528GrantAmt
Revenue$0RevenueAmt
DescDONOR DESIGNATED CONTRIBUTIONS ACTIVITY:THROUGH ITS PHILANTHROPIC ACTIVITIES THE FOUNDATION ADVANCES EXTRAORDINARY HEALTH CARE BY PROVIDING FUNDS FOR RESEARCH, EDUCATION, INFORMATION, CLINICAL PROGRAMS AND CARE DELIVERY, HEALTH SERVICES, AND SCREENING. DONOR DESIGNATED CONTRIBUTIONS PROVIDE SUPPORT FOR THE DESIGNATED FUNDS OF ASPIRUS WAUSAU HOSPITAL.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,617,198TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LORI PECKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158472118PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CHRISTOPHER PETERSON MD
BOARD MEMBER/PHYSICIAN1.0040.00Yes (X)$0$997,273$51,358
JAMES MATHESON
BOARD MEMBER/SVP CHIEF STRAT. OFF.1.0050.00Yes (X)$0$745,188$115,516
STEWART ETTEN
CHAIR1.00Yes (X)$0$0$0Yes (X)
ELLIE REINECK
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
DAVID KALLSTROM
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
BRENT ARNDT
BOARD MEMBER1.003.00Yes (X)$0$0$0
ERIK CARLSON
BOARD MEMBER1.00Yes (X)$0$0$0
LEAH KNIGHTS
BOARD MEMBER (TERM 10/24)1.00Yes (X)$0$0$0
KSHITIJ KOHLI
BOARD MEMBER1.00Yes (X)$0$0$0
ANTHONY MEYER
BOARD MEMBER1.00Yes (X)$0$0$0
KURT RUST
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN RYMAN
BOARD MEMBER1.00Yes (X)$0$0$0
SARAH SEWALL MD
BOARD MEMBER (TERM 09/24)1.00Yes (X)$0$0$0
MATTHEW HEYWOOD
PRESIDENT & CEO ASPIRUS2.0050.00$0$3,868,734$361,440Yes (X)
JERRY M YANG
SVP-CHIEF FINANCIAL OFFICER2.0050.00$0$677,240$138,394Yes (X)
LANNA SCANNELL
(NV) VP-SYSTEM PHILANTHROPY40.00$0$285,177$45,137Yes (X)
MICHAEL HOLZHUETER
SVP - CHIEF HR OFFICER2.0050.00$0$879,825$136,340Yes (X)
ERIC ANDERSON
CHIEF COMPLIANCE OFFICER2.0050.00$0$565,843$99,581Yes (X)
NOEL SONNEK
BOARD MEMBER (FORMER)/PHYSICIAN1.0040.00$0$418,955$41,248Yes (X)
SIDNEY SCZYGELSKI
SVP OF FINANCE/CFO (FORMER)2.0050.00$0$1,470,041$37,990Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,908,276TotReportableCompRltdOrgAmt
Total Other Compensation$1,027,004TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$241,203FundraisingAmt
All Other Contributions$864,868AllOtherContributionsAmt
Total Contributions$1,106,071TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEEDesc
Business561000BusinessCd
Total Revenue Column$17,013TotalRevenueColumnAmt
Related Or Exempt Func Income$17,013RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$17,013TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,322,977TotalRevenueColumnAmt
Exclusion$2,322,977ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$626,238SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$626,238SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$626,238TotalRevenueColumnAmt
Exclusion-$626,238ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$82,984FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$241,203ContriRptFundraisingEventAmt
Fundraising Direct Expenses$76,775FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,209TotalRevenueColumnAmt
Exclusion$6,209ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$22,441GamingGrossIncomeAmt
Gaming Direct Expenses$2,028GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,413TotalRevenueColumnAmt
Exclusion$20,413ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,846,445TotalRevenueColumnAmt
Related Or Exempt Func Income$17,013RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,723,361ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,617,198TotalAmt
Program Services$2,617,198ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$323,539TotalAmt
Fundraising$323,539FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$361,192TotalAmt
Management And General$97,949ManagementAndGeneralAmt
Fundraising$263,243FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,279TotalAmt
Management And General$2,941ManagementAndGeneralAmt
Fundraising$4,338FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,051TotalAmt
Management And General$18,808ManagementAndGeneralAmt
Fundraising$26,243FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,705TotalAmt
Management And General$9,523ManagementAndGeneralAmt
Fundraising$29,182FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,677TotalAmt
Management And General$7,674ManagementAndGeneralAmt
Fundraising$3FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,542TotalAmt
Management And General$17,536ManagementAndGeneralAmt
Fundraising$6FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$511TotalAmt
Management And General$511ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,486TotalAmt
Management And General$26,478ManagementAndGeneralAmt
Fundraising$8FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,098TotalAmt
Management And General$3,097ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,334TotalAmt
Management And General$9,331ManagementAndGeneralAmt
Fundraising$3FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,705TotalAmt
Management And General$6,703ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,006TotalAmt
Management And General$1,006ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CORPORATE ALLOCATIONS$80,003$79,977$26
SCHOLARS PROG. BAD DEBT$60,996$60,976$20
EDUCATION FORUM$7,639$7,636$3

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$110,711TotalAmt
Management And General$110,252ManagementAndGeneralAmt
Fundraising$459FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,724,672TotalAmt
Program Services$2,617,198ProgramServicesAmt
Management And General$460,398ManagementAndGeneralAmt
Fundraising$647,076FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,621,509BOYAmt
EOY$1,951,603EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,383BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,438BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,545LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,545LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,288,261BOYAmt
EOY$57,267,142EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,380,387BOYAmt
EOY$1,372,688EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,134BOYAmt
EOY$14,555EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,299,112BOYAmt
EOY$60,605,988EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$531,639BOYAmt
EOY$437,792EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$366,778BOYAmt
EOY$2,308,858EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$898,417BOYAmt
EOY$2,746,650EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,967,128BOYAmt
EOY$30,218,094EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,433,567BOYAmt
EOY$27,641,244EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,400,695BOYAmt
EOY$57,859,338EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,299,112BOYAmt
EOY$60,605,988EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$878,227ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,271,605NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$65,265OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,106,109CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,703,717CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$635,897CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,682,978CurrentTaxYearMinus1YearAmt
Current Tax Year$1,106,071CurrentTaxYearAmt
Total$6,234,772TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,106,109CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,703,717CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$635,897CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,682,978CurrentTaxYearMinus1YearAmt
Current Tax Year$1,106,071CurrentTaxYearAmt
Total$6,234,772TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$141,538SubstantialContributorsTotAmt
Public Support Total170$6,093,234PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$869,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,431,494CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,010,968CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,045,870CurrentTaxYearMinus1YearAmt
Current Tax Year$2,322,977CurrentTaxYearAmt
Total$6,680,729TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,498CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$15,328CurrentTaxYearMinus2YearsAmt
Current Tax Year$6,210CurrentTaxYearAmt
Total$42,036TotalAmt
FieldValueIRS element (for citing)
Total Support$12,957,537TotalSupportAmt
Gross Receipts Rltd Activities$526,954GrossReceiptsRltdActivitiesAmt
Public Support CY1700.47020PublicSupportCY170Pct
Public Support PY1700.50800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,017,782BeginningYearBalanceAmt
Contributions$885,996ContributionsAmt
Investment Earnings Or Losses$2,827,599InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,000GrantsOrScholarshipsAmt
Other Expenditures$827,573OtherExpendituresAmt
Administrative Expenses$107,078AdministrativeExpensesAmt
End Year Balance$27,791,726EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,431,786BeginningYearBalanceAmt
Contributions$3,545,735ContributionsAmt
Investment Earnings Or Losses$292,930InvestmentEarningsOrLossesAmt
Other Expenditures$252,669OtherExpendituresAmt
End Year Balance$25,017,782EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,687,030BeginningYearBalanceAmt
Investment Earnings Or Losses$2,080,203InvestmentEarningsOrLossesAmt
Grants Or Scholarships$240,000GrantsOrScholarshipsAmt
Other Expenditures$72,021OtherExpendituresAmt
Administrative Expenses$23,426AdministrativeExpensesAmt
End Year Balance$21,431,786EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,888,970BeginningYearBalanceAmt
Investment Earnings Or Losses$5,501,292InvestmentEarningsOrLossesAmt
Grants Or Scholarships$185,000GrantsOrScholarshipsAmt
Other Expenditures$65,021OtherExpendituresAmt
Administrative Expenses$23,366AdministrativeExpensesAmt
End Year Balance$23,116,875EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.48822BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31902PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19276TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

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

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTIESDesc
Amt$2,308,858Amt
FieldValueIRS element (for citing)
Total Liability$2,308,858TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENTS ARE MAINTAINED TO SUPPORT QUALITY OF LIFE PROGRAMS FOR HOSPICE AND PALLIATIVE CARE PATIENTS AND FAMILIES, CANCER PATIENTS, HEART PATIENTS, AND THE SCHOLARSHIP PROGRAM.
PART X, LINE 2:ASPIRUS HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND CONCLUDED THAT NO MATERIAL LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2025.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FESTIVAL OF TREESEvent1Nm
Gross Receipts Event1$285,284GrossReceiptsEvent1Amt
Charitable Contri Event1$212,848CharitableContriEvent1Amt
Gross Revenue Event1$72,436GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,551RentFacilityCostsEvent1Amt
Food And Beverage Event1$7,666FoodAndBeverageEvent1Amt
Entertainment Event1$250EntertainmentEvent1Amt
Other Direct Expenses Event1$35,421OtherDirectExpensesEvent1Amt
Event2GOLF CLASSICEvent2Nm
Gross Receipts Event2$38,903GrossReceiptsEvent2Amt
Charitable Contri Event2$28,355CharitableContriEvent2Amt
Gross Revenue Event2$10,548GrossRevenueEvent2Amt
Rent Facility Costs Event2$8,315RentFacilityCostsEvent2Amt
Food And Beverage Event2$5,816FoodAndBeverageEvent2Amt
Entertainment Event2$275EntertainmentEvent2Amt
Other Direct Expenses Event2$4,481OtherDirectExpensesEvent2Amt
Gross Receipts Total$324,187GrossReceiptsTotalAmt
Charitable Contributions Tot$241,203CharitableContributionsTotAmt
Gross Revenue Total Events$82,984GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$22,866RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$13,482FoodAndBeverageTotalEventsAmt
Entertainment Total Events$525EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$39,902OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$76,775DirectExpenseSummaryEventsAmt
Net Income Summary$6,209NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$22,441GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$500CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$845NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$683OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingYes (1)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0.95000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$22,441GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$500CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$845NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$683OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$2,028DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$20,413NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedWIStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct
Individual With BooksELIZABETH BOEHNLEINIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 WESTWOOD CENTER BLVDAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonKIM SMERDAGamingManagerPersonNm
Gaming Manager Compensation$5,000GamingManagerCompensationAmt
Gaming Manager Services ProvGATHERING GOODS TO BE RAFFLED OFF & PREPARING TABLES.GamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution Rqr0CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ASPIRUS WAUSAU HOSPITAL INC
333 PINE RIDGE BLVDWAUSAUWI54401391138241501(C)(3)$555,743$0TO FUND HOSPITAL PROGRAMS
CITY OF WAUSAU
407 GRANT STREETWAUSAUWI54403396005648CITY OF WAUSAU$52,000$0COMMUNITY CARE PARAMEDIC PROGRAM (YEAR 2 OF 3)
FAMILY HEALTH LA CLINICA
400 S TOWNLINE ROADWAUTOMAWI54982391181480501(C)(3)$50,000$0NOBLE HEALTH CLINIC (1ST PAYMENT 500K GRANT TOTAL)
THREE BRIDGES RECOVERY WISCONSIN INC
441 GARFIELD STREETWISCONSIN RAPIDSWI54494825015616501(C)(3)$31,000$0TO SUPPORT RECOVERY COACHING PROGRAMS
WISCONSIN DENTAL ASSOCIATION FOUNDATION INC
6737 W WASHINGTON ST SUITE 2360WEST ALLISWI53214390965289501(C)(3)$20,000$0MISSION OF MERCY PROJECT
CAP SERVICES INC
2900 HOVVER RD STE ASTEVENS POINTWI54481391080897501(C)(3)$10,000$0MENTAL HEALTH NAVIGATION
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MATTHEW HEYWOOD
PRESIDENT & CEO ASPIRUS$0$1,523,574$0$2,122,736$0$222,424$0$10,350$0$351,090$0$4,230,174$0$198,152
SIDNEY SCZYGELSKI
SVP OF FINANCE/CFO (FORMER)$0$418,918$0$474,490$0$576,633$0$9,284$0$28,706$0$1,508,031$0$481,861
CHRISTOPHER PETERSON MD
BOARD MEMBER/PHYSICIAN$0$991,031$0$0$0$6,242$0$10,350$0$41,008$0$1,048,631$0$0
MICHAEL HOLZHUETER
SVP - CHIEF HR OFFICER$0$632,337$0$239,983$0$7,505$0$10,350$0$125,990$0$1,016,165$0$0
JAMES MATHESON
BOARD MEMBER/SVP CHIEF STRAT. OFF.$0$486,205$0$186,599$0$72,384$0$8,565$0$106,951$0$860,704$0$58,001
JERRY M YANG
SVP-CHIEF FINANCIAL OFFICER$0$616,776$0$25,000$0$35,464$0$10,350$0$128,044$0$815,634$0$0
ERIC ANDERSON
CHIEF COMPLIANCE OFFICER$0$454,003$0$109,647$0$2,193$0$2,636$0$96,945$0$665,424$0$0
NOEL SONNEK
BOARD MEMBER (FORMER)/PHYSICIAN$0$412,730$0$0$0$6,225$0$8,753$0$32,495$0$460,203$0$0
LANNA SCANNELL
(NV) VP-SYSTEM PHILANTHROPY$0$224,364$0$58,651$0$2,162$0$4,597$0$40,540$0$330,314$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3FOR THE PURPOSES OF DETERMINING COMPENSATION FOR THE FILING ORGANIZATION, ASPIRUS HEALTH FOUNDATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4BSCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457 (F) DISTRIBUTION: S. SCZYGELSKI $481,861 M. HEYWOOD $198,152 J. MATHESON $58,001 KEY EMPLOYEES OF THE ORGANIZATION OR A PARTICIPATING AFFILIATE ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN YEAR IS JANUARY 1 TO DECEMBER 31ST. EMPLOYER CONTRIBUTIONS: THE CONTRIBUTION MADE BY THE EMPLOYER IS A THREE-TIERED STRUCTURE DEPENDING UPON THE EXECUTIVE'S POSITION, WHICH ARE AS FOLLOWS: 13% FOR SENIOR VICE PRESIDENT OR PRESIDENT, 15% FOR SVP & CHIEF FINANCIAL OFFICER, AND 20% FOR THE PRESIDENT & CHIEF EXECUTIVE OFFICER. IF A PARTICIPANT TERMINATES DURING THE YEAR, THE PARTICIPANT'S EXECUTIVE ALLOWANCE IS PRORATED BASED ON THE NUMBER OF FULL CALENDAR MONTHS FROM THE BEGINNING OF THE PLAN YEAR TO THE BEGINNING OF THE CALENDAR YEAR MONTH CLOSEST TO THE CHANGE OR TERMINATION OF EMPLOYMENT. DISTRIBUTIONS: CONTINUATION OF EMPLOYMENT THROUGH THE DEFERRED VESTING DATE; THE DATE ON WHICH THE PARTICIPANT'S EMPLOYMENT IS TERMINATED AS A RESULT OF DEATH OR DISABILITY; 24 MONTHS FROM THE DATE ON WHICH THE PARTICIPANT INCURS AN INVOLUNTARY SEPARATION FROM SERVICE WITHOUT REASONABLE CAUSE OR THE DATE THAT IS 24 MONTHS FOLLOWING THE PARTICIPANT'S SEPARATION FROM SERVICE, BUT ONLY IF THE PARTICIPANT'S INTEREST HAS NOT BEEN FORFEITED FOR COMPETITION DURING SUCH 24 MONTH PERIOD AND THE PARTICIPANT HAS NOT ENGAGED IN COMPETITION AFTER HIS OR HER SEPARATION FROM SERVICE AND PRIOR TO HIS OR HER DEATH, THE PARTICIPANT SHALL BE VESTED AT HIS OR HER DATE OF DEATH.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE PARENT ORGANIZATION, ASPIRUS, INC., IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHERE SHALL BE A MINIMUM OF 8 AND NO MORE THAN 13 MEMBERS ON THE BOARD OF DIRECTORS. THE MEMBERS SHOULD CONSIST OF THE PRESIDENT/CEO, THE EXECUTIVE DIRECTOR, THE PRESIDENT OF ASPIRUS VOLUNTEERS, AND OTHER DIRECTORS. THE ADDITIONAL DIRECTORS SHALL BE ELECTED BY THE CORPORATION'S BOARD. THE SOLE MEMBER HAS THE ABILITY TO ADJUST THE NUMBER OF DIRECTORS ALONG WITH THE OTHER POWERS DESCRIBED BELOW.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION, ASPIRUS INC.: 1) CHANGE OR AMEND THE ARTICLES OF INCORPORATION OR BYLAWS, 2) CHANGE THE MISSION, PURPOSE, OR SCOPE OF THE CORPORATION, 3) RATIFICATION OR REMOVAL OF DIRECTORS OR OFFICERS, 4) CHANGE THE FORMULA OR METHODOLOGY FOR DETERMINING PHYSICIAN COMPENSATION, AND 5) APPROVAL OF ANNUAL OPERATING AND CAPITAL EXPENDITURE BUDGETS, STRATEGIC AND LONG-RANGE PLANS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ACCOUNTING DEPARTMENT ACCUMULATES ALL 990 INFORMATION. THESE DOCUMENTS ARE REVIEWED BY THE CFO. THE 990 IS REVIEWED BY OTHER SENIOR MANAGEMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE AND ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS THROUGH DIRECTOR'S DESK OR OTHER MEANS OF ELECTRONIC RETRIEVAL.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ALL MANAGERS ARE REQUIRED TO SIGN BIANNUAL CONFLICT OF INTEREST STATEMENTS. THE ORGANIZATION'S CEO AND BOARD CHAIR REVIEW THE STATEMENTS AND HIGHLIGHT POTENTIAL CONFLICTS. THE BOARD DETERMINES ON A CASE BY CASE BASIS ANY ACTIONS REQUIRED. INDIVIDUALS ARE NOT PERMITTED TO VOTE ON ANY TRANSACTION WHERE A CONFLICT HAS BEEN DETERMINED TO EXIST. ALL CONFLICTS AND PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15FOR PURPOSES OF DETERMINING COMPENSATION, ASPIRUS HEALTH FOUNDATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH THE COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, EXPLANATION FOR HOURS WORKED:SOME OFFICERS AND DIRECTORS ALSO PROVIDED SERVICE TO OTHER RELATED ORGANIZATIONS OTHER THAN ASPIRUS HEALTH FOUNDATION, INC. THESE HOURS ARE REFLECTED IN LINE 2 OF COLUMN B.
FORM 990, PART XI, LINE 9:OTHER CHANGES IN NET ASSETS 65,265.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ASPIRUS INC
333 PINE RIDGE BLVDWAUSAUWI54401391328331HEALTHCAREWI501(C)(3)LINE 12B, IIN/A0
ASPIRUS WAUSAU HOSPITAL INC
333 PINE RIDGE BLVDWAUSAUWI54401391138241HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS EXTENDED SERVICES INC
333 PINE RIDGE BLVDWAUSAUWI54401390782130NURSING HOME SERVICESWI501(C)(3)LINE 10Yes (1)ASPIRUS INC
ASPIRUS BUILDINGS INC
333 PINE RIDGE BLVDWAUSAUWI54401391406537PROPERTY LEASINGWI501(C)(3)LINE 10Yes (1)ASPIRUS INC
ASPIRUS MEDICAL GROUP INC
333 PINE RIDGE BLVDWAUSAUWI54401391670223MEDICAL SERVICESWI501(C)(3)LINE 10Yes (1)ASPIRUS INC
ASPIRUS ONTONAGON HOSPITAL INC
601 SEVENTH STREETONTONAGONMI49953260806477HOSPITALMI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS AT HOME INC
520 N 32ND AVENUEWAUSAUWI54401390808511HOME HEALTH CARE SERVICESWI501(C)(3)LINE 10Yes (1)ASPIRUS INC
ASPIRUS VNA EXTENDED CARE INC
520 N 32ND AVENUEWAUSAUWI54401391597350PERSONAL CARE SERVICESWI501(C)(3)LINE 10Yes (1)ASPIRUS AT HOME INC
ASPIRUS IRON RIVER HOSPITAL & CLINICS INC
1400 W ICE LAKE ROADIRON RIVERMI49935383236977HOSPITALMI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS IRONWOOD HOSPITAL & CLINICS INC
N 10561 GRAND VIEW LANEIRONWOODMI49938382908586HOSPITALMI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC
410 DEWEY STREETWISCONSIN RAPIDSWI54494390868982HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS KEWEENAW HOSPITAL
205 OSCEOLA STREETLAURIUMMI49913381443361HOSPITALMI501(C)(3)LINE 3Yes (1)ASPIRUS INC
DIVINE SAVIOR HEALTHCARE INC
2817 NEW PINERY ROADPORTGAGEWI53901390806250HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS MEDFORD HOSPITAL & CLINICS INC
135 S GIBSON STREETMEDFORDWI54451390964813HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS STEVENS POINT HOSPITAL & CLINICS INC
900 ILLINOIS AVENUESTEVENS POINTWI54481390808443HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS STANLEY HOSPITAL & CLINICS INC
1120 PINE STREETSTANLEYWI54768390807065HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS MERRILL HOSPITAL & CLINICS INC
601 S CENTER AVENUEMERRILLWI54452390808503HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC
2251 NORTH SHORE DRIVERHINELANDERWI54501391390638HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ASPIRUS EAGLE RIVER HOSPITAL & CLINICS INC
201 HOSPITAL ROADEAGLE RIVERWI54521390985690HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
THE HOWARD YOUNG MEDICAL CENTER INC
240 MAPLE STREETWOODRUFFWI54568390873606HOSPITALWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
HOWARD YOUNG HEALTH CARE INC
240 MAPLE STREETWOODRUFFWI54568391499115HEALTHCAREWI501(C)(3)LINE 12B, IIYes (1)ASPIRUS INC
ASPIRUS MEDICAL GROUP - NORTHERN WISCONSIN INC
2251 NORTH SHORE DRIVERHINELANDERWI54501391965593MEDICAL SERVICESWI501(C)(3)LINE 3Yes (1)ASPIRUS INC
ST LUKE'S HOSPITAL OF DULUTH
915 EAST 1ST STREETDULUTHMN55805410714079HOSPITALMN501(C)(3)LINE 3Yes (1)ASPIRUS INC
ST LUKE'S FOUNDATION
1000 EAST 1ST STREET NO 102DULUTHMN55805411448118CHARITABLE FOUNDATIONMN501(C)(3)LINE 12A, IYes (1)ST LUKE'S HOSPITAL OF DULUTH
LAKE VIEW MEMORIAL HOSPITAL INC
325 11TH AVENUETWO HARBORSMN55616410786046HOSPITALMN501(C)(3)LINE 3Yes (1)ST LUKE'S HOSPITAL OF DULUTH
LAKE VIEW MEMORIAL HOSPITAL FOUNDATION OF NORTHEAST MINNESOTA
325 11TH AVENUETWO HARBORSMN55616411700972CHARITABLE FOUNDATIONMN501(C)(3)LINE 12A, IYes (1)LAKE VIEW MEMORIAL HOSPITAL INC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ASPIRUS NETWORK INC
3000 WESTHILL DRIVE 202WAUSAUWI54401391931678HEALTH CARE SERVICESWIN/ACYes (1)
ASPIRUS KEWEENAW ENTERPRISES INC
205 OSCEOLA STREETLAURIUMMI49913383390273PHARMACYMIN/ACYes (1)
ASPIRUS HEALTH VENTURES
3000 WESTHILL DR SUITE 303WAUSAUWI54401474925640HEALTH INSURANCE PLANWIN/ACYes (1)
ASPIRUS ARISE HEALTH PLAN OF WI INC
3000 WESTHILL DR SUITE 303WAUSAUWI54401364832569HEALTH INSURANCE PLANWIN/ACYes (1)
ASPIRUS ARISE HEALTH PLAN OF MI INC
3000 WESTHILL DR SUITE 303WAUSAUWI54401475448266HEALTH INSURANCE PLANMIN/ACYes (1)
ASPIRUS CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC
2200 WESTWOOD DRIVEWAUSAUWI54401842513742ASSOCIATIONWIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASPIRUS WAUSAU HOSPITAL INC
S$83,352COST
ASPIRUS WAUSAU HOSPITAL INC
B$555,743COST
ASPIRUS WAUSAU HOSPITAL INC
P$355,743COST
ASPIRUS INC
M$156,778COST
ASPIRUS INC
O$765,816COST
ASPIRUS INC
P$2,471,952COST
ASPIRUS INC
R$5,519,959COST