ASPIRUS HEALTH FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ASPIRUS HEALTH FOUNDATION INC (EIN 39-1256656)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-12
IRS object ID
202241329349304234
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T12:36:24-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

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 Begin2020-07-01TaxPeriodBeginDt

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)
PersonSIDNEY C SCZYGELSKIPersonNm
Person TitleSENIOR VP OF FINANCE & CFOPersonTitleTxt
Phone7158472250PhoneNum
Signature2022-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSIDNEYPersonFirstNm
Person LastSCZYGELSKIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2022-04-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$2,766,869GrossReceiptsAmt
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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,108,919PYContributionsGrantsAmt
CY Contributions Grants$1,106,109CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$107,696CYProgramServiceRevenueAmt
PY Investment Income$1,264,594PYInvestmentIncomeAmt
CY Investment Income$1,045,685CYInvestmentIncomeAmt
PY Other Revenue$150,873PYOtherRevenueAmt
CY Other Revenue$17,058CYOtherRevenueAmt
PY Total Revenue$2,524,386PYTotalRevenueAmt
CY Total Revenue$2,276,548CYTotalRevenueAmt
PY Grants And Similar Paid$1,087,196PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$991,736CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$263,907PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$145,516CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$43,822CYTotalFundraisingExpenseAmt
PY Other Expenses$326,354PYOtherExpensesAmt
CY Other Expenses$259,984CYOtherExpensesAmt
PY Total Expenses$1,677,457PYTotalExpensesAmt
CY Total Expenses$1,397,236CYTotalExpensesAmt
PY Revenues Less Expenses$846,929PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$879,312CYRevenuesLessExpensesAmt
Total Assets BOY$33,085,047TotalAssetsBOYAmt
Total Assets EOY$42,241,795TotalAssetsEOYAmt
Total Liabilities BOY$7,851,917TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,584,841TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,233,130NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,656,954NetAssetsOrFundBalancesEOYAmt
MissionWE HEAL PEOPLE, PROMOTE HEALTH AND STRENGTHEN COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$690,107ExpenseAmt
Grant$690,107GrantAmt
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

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$469,392ExpenseAmt
Grant$301,629GrantAmt
Revenue$107,696RevenueAmt
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
FieldValueIRS element (for citing)
Total Program Service Expenses$1,159,499TotalProgramServiceExpensesAmt
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 StmtYes (1)IndependentAuditFinclStmtInd
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 Activities0GamingActivitiesInd
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 Document9IRPDocumentCnt
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 Members12GoverningBodyVotingMembersCnt
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 Line1SIDNEY C SCZYGELSKIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158472250PhoneNum

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 (25 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
DIRECTOR1.0040.00Yes (X)$0$1,257,874$52,096
NOEL SONNEK MD
DIRECTOR1.0040.00Yes (X)$0$372,704$32,019
ANN WICKLUND
DIRECTOR1.0040.00Yes (X)$0$37,617$11,619
BEN REIF
CHAIR1.00Yes (X)$0$0$0Yes (X)
STEWART ETTEN
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
ELLIE ROCK REINECK
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
KAY GRULING MD
DIRECTOR1.00Yes (X)$0$0$0
DAVE KALLSTROM
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH KANE
DIRECTOR1.00Yes (X)$0$0$0
BRAD PECK
DIRECTOR1.00Yes (X)$0$0$0
CHARLIE PETH
DIRECTOR1.00Yes (X)$0$0$0
CHAD RADKE DO
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW HEYWOOD
PRESIDENT & CEO ASPIRUS1.0050.00$0$1,316,596$71,205Yes (X)
SIDNEY SCZYGELSKI
SR. VP OF FINANCE/CFO2.0050.00$0$861,658$62,993Yes (X)
TARA DRAEGER
INTERIM EXECUTIVE DIRECTOR - AHF30.0010.00$0$109,434$36,039Yes (X)
JOHN HEISLER
SVP & CHRO1.0050.00$0$571,823$43,247Yes (X)
RENEE SMITH
EXECUTIVE DIRECTOR ANI1.0050.00$0$506,661$49,619Yes (X)
JESSE TISCHER
SVP &PRESIDENT- REGIONAL MKTS1.0050.00$0$551,417$54,431Yes (X)
ERIC ANDERSON
SVP- SERVICE LINE & PATIENT EXP.1.0050.00$0$475,604$56,304Yes (X)
JENNIFER REDMAN SCHELL
SVP & PRESIDENT-ASPIRUS CLNIC1.0050.00$0$481,240$39,357Yes (X)
TODD RICHARDSON
SVP & CIO1.0050.00$0$455,671$52,263Yes (X)
RUTH RISLEY-GRAY
SVP & SYSTEM CNO1.0050.00$0$419,745$45,966Yes (X)
MICHAEL MCGRAIL
SVP & SYSTEM CMO1.0050.00$0$426,022$0Yes (X)
RICK NEVERS
SVP- REGIONAL OPERATION SI1.0050.00$0$371,883$30,050Yes (X)
CARI LOGEMANN
SVP & GENERAL COUNSEL (THRU 06/20)1.0050.00$0$437,354$22,668Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,653,303TotReportableCompRltdOrgAmt
Total Other Compensation$659,876TotalOtherCompensationAmt
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$123,977FundraisingAmt
Related Organizations$320,000RelatedOrganizationsAmt
All Other Contributions$662,132AllOtherContributionsAmt
Noncash Contributions$17,768NoncashContributionsAmt
Total Contributions$1,106,109TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEEDesc
Business561000BusinessCd
Total Revenue Column$107,696TotalRevenueColumnAmt
Related Or Exempt Func Income$107,696RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$107,696TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$869,420TotalRevenueColumnAmt
Exclusion$869,420ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$640,191SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$463,926SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$176,265SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,265TotalRevenueColumnAmt
Exclusion$176,265ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,203FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$123,977ContriRptFundraisingEventAmt
Fundraising Direct Expenses$22,705FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,498TotalRevenueColumnAmt
Exclusion$20,498ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$250GamingGrossIncomeAmt
Gaming Direct Expenses$3,690GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,440TotalRevenueColumnAmt
Exclusion-$3,440ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,276,548TotalRevenueColumnAmt
Related Or Exempt Func Income$107,696RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,062,743ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$991,736TotalAmt
Program Services$991,736ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$108,074TotalAmt
Program Services$53,226ProgramServicesAmt
Management And General$25,061ManagementAndGeneralAmt
Fundraising$29,787FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,442TotalAmt
Program Services$15,914ProgramServicesAmt
Management And General$7,493ManagementAndGeneralAmt
Fundraising$14,035FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,295TotalAmt
Management And General$10,295ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,797TotalAmt
Management And General$1,797ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,851TotalAmt
Program Services$27,736ProgramServicesAmt
Management And General$115ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,225TotalAmt
Program Services$17,142ProgramServicesAmt
Management And General$7,083ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,513TotalAmt
Management And General$4,513ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
CORPORATE ALLOCATIONS$137,558$137,558
SCHOLARS PROG. BAD DEBT$53,745$53,745

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,397,236TotalAmt
Program Services$1,159,499ProgramServicesAmt
Management And General$193,915ManagementAndGeneralAmt
Fundraising$43,822FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$438,788BOYAmt
EOY$378,057EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$424,502BOYAmt
EOY$247,823EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,899BOYAmt
EOY$2,100EOYAmt
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$31,420,024BOYAmt
EOY$40,597,242EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$772,565BOYAmt
EOY$987,545EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$27,269BOYAmt
EOY$29,028EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,085,047BOYAmt
EOY$42,241,795EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$200,091BOYAmt
EOY$166,503EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,651,826BOYAmt
EOY$9,418,338EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,851,917BOYAmt
EOY$9,584,841EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,625,809BOYAmt
EOY$22,837,910EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,607,321BOYAmt
EOY$9,819,044EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,233,130BOYAmt
EOY$32,656,954EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,085,047BOYAmt
EOY$42,241,795EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$879,312ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,544,512NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit Performed0FederalGrantAuditPerformedInd

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$1,651,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,310,304CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,890,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,108,919CurrentTaxYearMinus1YearAmt
Current Tax Year$1,106,109CurrentTaxYearAmt
Total$9,066,950TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,651,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,310,304CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,890,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,108,919CurrentTaxYearMinus1YearAmt
Current Tax Year$1,106,109CurrentTaxYearAmt
Total$9,066,950TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$926,401SubstantialContributorsTotAmt
Public Support Total170$8,140,549PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$595,442CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$893,815CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,310,391CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$971,969CurrentTaxYearMinus1YearAmt
Current Tax Year$869,420CurrentTaxYearAmt
Total$4,641,037TotalAmt
FieldValueIRS element (for citing)
Total Support$13,707,987TotalSupportAmt
Gross Receipts Rltd Activities$1,038,773GrossReceiptsRltdActivitiesAmt
Public Support CY1700.59390PublicSupportCY170Pct
Public Support PY1700.68000PublicSupportPY170Pct
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$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,918,248BeginningYearBalanceAmt
Investment Earnings Or Losses$293,957InvestmentEarningsOrLossesAmt
Grants Or Scholarships$220,000GrantsOrScholarshipsAmt
Other Expenditures$82,687OtherExpendituresAmt
Administrative Expenses$20,548AdministrativeExpensesAmt
End Year Balance$17,888,970EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,935,369BeginningYearBalanceAmt
Contributions$300,000ContributionsAmt
Investment Earnings Or Losses$994,543InvestmentEarningsOrLossesAmt
Grants Or Scholarships$220,000GrantsOrScholarshipsAmt
Other Expenditures$71,832OtherExpendituresAmt
Administrative Expenses$19,832AdministrativeExpensesAmt
End Year Balance$17,918,248EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,742,001BeginningYearBalanceAmt
Contributions$302,011ContributionsAmt
Investment Earnings Or Losses$1,247,047InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$336,267GrantsOrScholarshipsAmt
Administrative Expenses-$19,423AdministrativeExpensesAmt
End Year Balance$16,935,369EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,335,036BeginningYearBalanceAmt
Contributions$802,177ContributionsAmt
Investment Earnings Or Losses$1,722,766InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$100,000GrantsOrScholarshipsAmt
Administrative Expenses-$17,978AdministrativeExpensesAmt
End Year Balance$15,742,001EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.58641BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.26711PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14648TermEndowmentBalanceEOYPct
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)
DescDONOR IMPOSED LIABILITIESDesc
Amt$9,418,338Amt
FieldValueIRS element (for citing)
Total Liability$9,418,338TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,157,348TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,544,512NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,544,512RevenueNotReportedAmt
Revenue Subtotal$1,612,836RevenueSubtotalAmt
Other Revenues Not Included$663,712OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$663,712RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,276,548TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$733,524TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$26,395OtherExpensesIncludedAmt
Expenses Not Reported$26,395ExpensesNotReportedAmt
Expenses Subtotal$707,129ExpensesSubtotalAmt
Other Expenses Not Included$690,107OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$690,107ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,397,236TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 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:FROM CONSOLIDATED AUDIT WHICH COVERS ASPIRUS HEALTH FOUNDATION, INC.: ASPIRUS HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND CONCLUDED THAT NO MATERIAL LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2020. ASPIRUS' FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEAR ENDED JUNE 30, 2016 AND PRIOR YEARS. ASPIRUS' WISCONSIN AND MICHIGAN STATE INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEAR ENDED JUNE 30, 2015 AND PRIOR YEARS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DESIGNATED CONTRIBUTIONS RAISED FOR OTHERS 690,107. FUNDRAISING EXPENSES -22,705. GAMING EXPENSES -3,690.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 22,705. GAMING EXPENSES 3,690.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DESIGNATED CONTRIBUTIONS RAISED FOR OTHERS 690,107.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FESTIVAL OF TREESEvent1Nm
Gross Receipts Event1$130,741GrossReceiptsEvent1Amt
Charitable Contri Event1$100,723CharitableContriEvent1Amt
Gross Revenue Event1$30,018GrossRevenueEvent1Amt
Food And Beverage Event1$87FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$22,253OtherDirectExpensesEvent1Amt
Event2GOLF CLASSICEvent2Nm
Gross Receipts Event2$36,439GrossReceiptsEvent2Amt
Charitable Contri Event2$23,254CharitableContriEvent2Amt
Gross Revenue Event2$13,185GrossRevenueEvent2Amt
Cash Prizes Event2$221CashPrizesEvent2Amt
Other Direct Expenses Event2$144OtherDirectExpensesEvent2Amt
Gross Receipts Total$167,180GrossReceiptsTotalAmt
Charitable Contributions Tot$123,977CharitableContributionsTotAmt
Gross Revenue Total Events$43,203GrossRevenueTotalEventsAmt
Cash Prizes Total Events$221CashPrizesTotalEventsAmt
Food And Beverage Total Events$87FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$22,397OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$22,705DirectExpenseSummaryEventsAmt
Net Income Summary$20,498NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MARATHON COUNTY ALCOHOL & OTHER DRUG PARTNERSHIP COUNCIL
PO BOX 2145WAUSAUWI54402391699560501(C)(3)$15,000TO FUND COMMUNITY ASSESSMENT ON THE PREVALENCE AND PERCEPTION OF MEDICATION ABUSE
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROADMILWAUKEEWI53226390806261501(C)(3)$180,000SCHOLARSHIPS FOR HEALTH CARE PROFESSIONALS
ASPIRUS WAUSAU HOSPITAL
333 PINE RIDGE BLVDWAUSAUWI54401391138241501(C)(3)$597,037TO FUND HOSPITAL PROGRAMS
NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION INC
1000 W CAMPUS DRIVEWAUSAUWI54401391266481501(C)(3)$5,000SCHOLARSHIPS FOR HEALTH CARE PROFESSIONALS
AIDS RESOURCE CENTER DBA VIVENT HEALTH
648 N PLANKTON AVE SUITE 200MILWAUKEEWI53203391534049501(C)(3)$20,000TO FUND OVERDOSE PREVENTION PROGRAMS IN THE COMMUNITY
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
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 PaymentYes (1)SeverancePaymentInd
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 (14 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$992,466$0$321,290$0$2,840$0$17,196$0$54,009$0$1,387,801$0$0
CHRISTOPHER PETERSON MD
DIRECTOR$0$1,252,748$0$0$0$5,126$0$17,196$0$34,900$0$1,309,970$0$0
SIDNEY SCZYGELSKI
SR. VP OF FINANCE/CFO$0$571,336$0$102,719$0$187,603$0$20,046$0$42,947$0$924,651$0$174,000
JOHN HEISLER
SVP & CHRO$0$339,009$0$66,240$0$166,574$0$17,196$0$26,051$0$615,070$0$152,214
JESSE TISCHER
SVP &PRESIDENT- REGIONAL MKTS$0$458,373$0$92,613$0$431$0$11,473$0$42,958$0$605,848$0$0
RENEE SMITH
EXECUTIVE DIRECTOR ANI$0$381,673$0$68,268$0$56,720$0$17,196$0$32,423$0$556,280$0$55,911
ERIC ANDERSON
SVP- SERVICE LINE & PATIENT EXP.$0$399,509$0$67,809$0$8,286$0$17,196$0$39,108$0$531,908$0$0
JENNIFER REDMAN SCHELL
SVP & PRESIDENT-ASPIRUS CLNIC$0$411,201$0$69,616$0$423$0$17,196$0$22,161$0$520,597$0$0
TODD RICHARDSON
SVP & CIO$0$341,475$0$67,414$0$46,782$0$17,196$0$35,067$0$507,934$0$43,823
RUTH RISLEY-GRAY
SVP & SYSTEM CNO$0$309,508$0$60,518$0$49,719$0$20,046$0$25,920$0$465,711$0$41,695
CARI LOGEMANN
SVP & GENERAL COUNSEL (THRU 06/20)$0$228,246$0$78,456$0$130,652$0$15,527$0$7,141$0$460,022$0$129,488
MICHAEL MCGRAIL
SVP & SYSTEM CMO$0$0$0$0$0$426,022$0$0$0$0$0$426,022$0$425,671
NOEL SONNEK MD
DIRECTOR$0$367,578$0$0$0$5,126$0$16,986$0$15,033$0$404,723$0$0
RICK NEVERS
SVP- REGIONAL OPERATION SI$0$263,896$0$64,103$0$43,884$0$17,172$0$12,878$0$401,933$0$39,905

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, LINES 4A-BSCHEDULE J, PART I, LINE 4A - SEVERANCE PAY MICHAEL MCGRAIL RECEIVED SEVERANCE PAY TOTALING $426,022 FOR CALENDAR YEAR 2020. SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIRMENT 457 (F) DISTRIBUTION: S. SCZYGELSKI $174,000 R. NEVERS $39,905 T. RICHARDSON $43,823 R. RISLEY-GRAY $41,695 J. HEISLER $152,214 C. LOGEMANN $129,488 R. SMITH $55,911 M. MCGRAIL $425,671 457(F) RETIREMENT PLAN PROFILE: KEY EMPLOYEES OF THE ORGANIZATION OR A PARTICIPATING AFFILIATE ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN YEAR IS JANUARY 1ST TO DECEMBER 31ST. EMPLOYER CONTRIBUTIONS: THE CONTRIBUTION MADE BY THE EMPLOYER IS A THREE-TIERED STRUCTURE DEPENDING UPON THE EXECUTIVE'S POSITION, WHICH ARE AS FOLLOWS: 9% FOR VICE PRESIDENT; 13% FOR SENIOR LEADERSHIP COUNCIL; AND 15% FOR THE CEO. IF 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 PARTICIPANT'S 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 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 MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ASEE EXPLANATION FOR FORM 990, PART VI, LINE 7B.
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 IS 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 XII, LINE 3BTHE ORGANIZATION IS REQUIRED TO BE INCLUDED IN A SINGLE AUDIT FOR THE YEAR ENDED 06/30/2021. THE DEADLINE FOR THIS FILING FALLS AFTER THE DEADLINE FOR THE 990 FOR THE SAME FISCAL YEAR END. THE SINGLE AUDIT WILL NOT BE FINALIZED AT THE TIME OF THIS SUBMISSION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ASPIRUS KEWEENAW HOSPITAL
205 OSCEOLA STREETLAURIUMMI49913381443361HOSPITALMI501(C)(3)LINE 3ASPRIUS INCYes (1)
ASPIRUS INC
2200 WESTWOOD DRWAUSAUWI54401391328331HEALTH CARE SYSTEM MANAGEMENTWI501(C)(3)LINE 12B, II0N/A
ASPIRUS WAUSAU HOSPITAL INC
333 PINE RIDGE BLVDWAUSAUWI54401391138241HOSPITALWI501(C)(3)LINE 3ASPIRUS INCYes (1)
ASPIRUS VNA HOME HEALTH INC
520 N 32ND AVENUEWAUSAUWI54401390808511HOME HEALTHCARE SERVICESWI501(C)(3)LINE 10ASPIRUS INCYes (1)
ASPIRUS VNA EXTENDED CARE INC
520 N 32ND AVENUEWAUSAUWI54401391597350PERSONAL CARE SERVICESWI501(C)(3)LINE 10ASPIRUS VNA HOME HEALTH INCYes (1)
ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC
410 DEWEY STREETWISCONSIN RAPIDSWI54494390868982HOSPITALWI501(C)(3)LINE 3ASPIRUS INCYes (1)
ASPIRUS ONTONAGON HOSPITAL INC
601 SEVENTH STREETONTONAGONMI49953260806477HOSPITALMI501(C)(3)LINE 3ASPIRUS INCYes (1)
ASPIRUS IRON RIVER HOSPTIAL & CLINICS INC
1400 W ICE LAKE ROADIRON RIVERMI49935383236977HOSPITALMI501(C)(3)LINE 3ASPIRUS INCYes (1)
ASPIRUS IRONWOOD HOSPITAL & CLINICS INC
N 10561 GRAND VIEW LANEIRONWOODMI49938382908586HOSPITALMI501(C)(3)LINE 3ASPIRUS INCYes (1)
ASPIRUS EXTENDED SERVICES INC
425 PINE RIDGE BLVDWAUSAUWI54401390782130NURSING HOME SERVICESWI501(C)(3)LINE 10ASPIRUS INC0
ASPIRUS MEDICAL GROUP INC
425 PINE RIDGE BLVDWAUSAUWI54401391670223MEDICAL SERVICESWI501(C)(3)LINE 10ASPIRUS INCYes (1)
ASPIRUS BUILDINGS INC
333 PINE RIDGE BLVDWAUSAUWI54401391406537PROPERTY LEASINGWI501(C)(3)LINE 10ASPIRUS INCYes (1)
DIVINE SAVIOR HEALTHCARE INC
2817 NEW PINERY ROADPORTGAGEWI53901390806250HOSPITALWI501(C)(3)LINE 3ASPIRUS INCYes (1)

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 BLVDWAUSAUWI54401571184256CONFERENCE CENTERWIN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 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)
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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 OrgYes (1)PerformOfServicesForOthOrgInd
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 Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASPIRUS WAUSAU HOSPITAL INC
C$300,000COST
ASPIRUS INC
B$274,746COST
ASPIRUS INC
M$137,558COST
ASPIRUS INC
O$124,389COST

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