2013-05-14T16:22:13-05:00 2012-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 2600 INDIANAPOLIS IN 46204 990 2011-07-01 391138241 ASPIRUS WAUSAU HOSPITAL Inc % SIDNEY C SCZYGELSKI ASPI 7158472988 333 Pine Ridge Blvd Wausau WI 54401 Sidney Sczygelski 2013-05-14 3176817000 2011 2016-02-24 21:20:13Z Marita Hattem 333 Pine Ridge Blvd Wausau WI 54401 396344991 false X www.aspirus.org X 1970 WI ASPIRUS IS AN INTEGRATED, COMMUNITY-GOVERNED HEALTHCARE SYSTEM WHICH leads by advancing initiatives dedicated to improving the health of all we serve. 20 10 2673 756 1286307 137040 560171 543612 344511521 352474883 5935482 7634324 2437273 2899438 353444447 363552257 360975 126208 0 0 134976179 140137735 0 0 0 177586676 182560951 312923830 322824894 40520617 40727363 380823479 396800774 137267852 137923004 243555627 258877770 ASPIRUS IS AN INTEGRATED, COMMUNITY-GOVERNED HEALTHCARE SYSTEM WHICH LEADS BY ADVANCING INITIATIVES DEDICATED TO IMPROVING THE HEALTH OF ALL WE SERVE. WE WORK COLLABORATIVELY WITH OTHERS WHO SHARE OUR PASSION FOR EXCELLENCE AND COMPASSION FOR PEOPLE. false false 238979022 126208 354606460 ASPIRUS WAUSAU HOSPITAL, INC. PROVIDES HOSPITAL SERVICES FOR residents of Wausau and the surrounding communities regardless of ability to pay. 238979022 true true false true false false false false false false true false false false true false false true false false false false false false false false true true true true true true false false false false false false false false false false false false false false true true true true true false true 312 0 true 2673 true true true false false false false false false false false false X 20 10 false true false false true false true true true false false true true true true true true true true true true WI X SIDNEY C SCZYGELSKI 7158472250 333 PINE RIDGE BLVD Wausau WI 54401 JON G KRUEGER 1.0 X X KATHY J STRASSER 1.0 X X STEPHEN B STINE MD 1.0 X X BRIAN J PRUNTY 1.0 X X ROBERT J BERNKLAU 1.0 X KATHY KELSEY FOLEY 1.0 X STEPHEN P FOX MD 1.0 X WENDY L HANNEMAN MD 1.0 X 0 470627 42009 DAVID M HECK 1.0 X RONALD L KLIMISCH 1.0 X JEFFREY M NEHRING DDS 1.0 X TODD R NICKLAUS 1.0 X CHRISTOPHER A REISING MD 1.0 X THOMAS RENGEL MD 1.0 X 412708 0 19154 FERNANDO A RIVERON MD 1.0 X MATTHEW D ROWE 1.0 X BRIAN D SMITH MD 1.0 X 0 317551 45114 THOMAS A VOELKER MD 1.0 X 0 270101 43594 MARK A VOSS MD 1.0 X LISA WESTPHAL 1.0 X DUANE L ERWIN 40.0 X 0 750626 126367 DIANE S POSTLER-SLATTERY PHD 40.0 X 389741 0 77810 SIDNEY C SCZYGELSKI 40.0 X 0 377724 76760 JEANNE ROWE thru 5511 40.0 X 333947 0 28971 JOEL RUEBER thru 011913 40.0 X 208542 0 29807 JACOB KEMPEN 40.0 X 154725 0 23757 NORMA JEAN BURGENER 40.0 X 198165 0 23797 KATHRYN J DRENGLER 40.0 X 204586 0 44172 ROGER LUCAS 40.0 X 0 263314 47801 MARITA HATTAM 40.0 X 222425 0 39106 JEANNE D SCINTO 40.0 X 192252 0 52893 RICK L NEVERS 40.0 X 0 231206 60009 DEAN DANNER 40.0 X 0 289118 40202 PETER HESSERT thru 62511 40.0 X 0 346827 61625 GERALD MOUREY thru 52612 40.0 X 0 258257 63019 CARI LOGEMANN as of 62611 40.0 X 0 174498 40126 CATHERINE WALDVOGEL 40.0 X 171303 0 31563 JILL MICHAUD 40.0 X 149401 0 33094 RAYMOND WERY 40.0 X 148371 0 30625 DAVID BLIVEN 40.0 X 142255 0 27079 SANDRA NOLAND 40.0 X 142018 0 36080 RICK R REDING 40.0 X 0 321033 45185 DAVID TANGE 40.0 X 0 299953 43773 Robert Milican 40.0 X 0 247450 53042 TIMOTHY GENGLER 40.0 X 132823 11221 6246 3203262 4629506 1292780 57 true true false Wisconsin Emergency Medical 333 Pine Ridge Blvd WAUSAU WI 54401 ER physicians 6216053 Hospitalist Medicine PO Box 645037 CINCINNATI OH 452645037 contract physicians 2989597 GE Medical Systems 8200 W Tower Avenue MILWAUKEE WI 53223 equip. maintenance 2792549 Judges Inc PO Box 756 PLOVER WI 54467 laundry services 1867350 GE Healthcare po box 414 MILWAUKEE WI 532010414 medical equip maint. 1456061 184 543612 543612 PATIENT SERVICE REVENUE 621400 286525705 286525705 LAB REVENUE 621400 54928724 54544144 384580 RENTAL REVENUE 532000 4892984 4892984 CONTRACT SERVICE REVENUE 621400 2915693 2915693 MOBILE UNIT REVENUE 621400 616157 616157 2595620 2595620 352474883 4851458 4851458 0 0 35366422 209178 32717422 75312 2649000 133866 2782866 133866 2649000 0 0 0 INVESTMENT IN WESTWOOD 523000 466978 466978 CAFETERIA AND VENDING 722210 1576492 1485345 91147 PHONE RENTAL 561439 211442 211442 644526 512366 132160 2899438 363552257 354221880 1286307 7500458 120208 120208 6000 6000 0 0 3091384 3091384 0 105438919 98316738 7122181 4787650 3191926 1595724 19268637 12846400 6422237 7551145 5034348 2516797 2244573 2244573 639424 639424 286738 286738 0 0 76833 76833 34472117 22982560 11489557 2229764 1486584 743180 67128777 44754756 22374021 0 0 8886397 5924561 2961836 417576 278398 139178 0 658002 438690 219312 2187833 1458628 729205 0 14692937 9795781 4897156 90521 60350 30171 HOSPITAL TAX 8493584 5662672 2830912 BAD DEBT 3777747 2518624 1259123 EQUIPMENT RENTAL & MAINTENANCE 3744356 2496362 1247994 RESIDENCY PROGRAM 1862004 1241398 620606 30671768 20364038 10307730 322824894 238979022 83845872 0 33916131 44681380 4720695 4795000 0 0 44589661 45666342 0 0 0 0 0 0 5726054 5939229 1063830 1301311 300189713 179241612 125631971 120948101 149322405 156351141 0 0 2844097 2691986 0 0 13008635 14426284 380823479 396800774 23006233 23025786 0 0 0 0 104985000 100620000 0 0 0 0 0 0 0 0 9276619 14277218 137267852 137923004 X 243555627 258877770 0 0 0 0 243555627 258877770 380823479 396800774 X 40727363 -25405220 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 17570 17570 false false Lobbying Activities Part II-B, Line 1I A PORTION OF OUR ANNUAL WISCONSIN HOSPITAL ASSOCIATION AND AMERICAN HOSPITAL ASSOCIATION DUES ARE USED FOR LOBBYING ACTIVITIES. FOR AHA THE PERCENT THAT IS SPECIFIC TO LOBBYING PURPOSES IS 24.6% AND FOR THE WHA PORTION THE LOBBYING IS 10.7% 9080160 9080160 185397369 94562921 90834448 183331 73935 109396 95431791 79286870 16144921 10097062 5317886 4779176 120948101 200000 AMOUNTS PAYABLE TO 3RD PARTY REIMB. 899740 RETIREE HEALTHCARE BENEFITS 3197598 INTEREST RATE SWAP 7477000 DEFFERRED COMPENSATION ACCRUAL 937367 LONG TERM INSURANCE LIABILITY 1565513 14277218 true true X true X true X true true true false true true 15852295 0 15852295 0.04970 37598002 19602067 17995935 0.05640 4051686 3876656 175030 0.00050 57501983 23478723 34023260 0.10660 45 10974 1597515 725953 871562 0.00270 22 440 1805195 5000 1800195 0.00560 6 1764 7054620 4351102 2703518 0.00850 1 0 106000 0 106000 0.00030 8 412 21889 0 21889 0.00010 82 13590 10585219 5082055 5503164 0.01720 82 13590 68087202 28560778 39526424 0.12380 0 0 0 0 0.00000 3 0 1648 0 1648 0.00000 1 0 3242 0 3242 0.00000 0 0 0 0 0.00000 0 0 0 0 0.00000 1 70 1651 0 1651 0.00000 2 0 6862 0 6862 0.00000 6 59 9565 0 9565 0.00000 0 0 0 0 0.00000 13 129 22968 0 22968 0.00000 true 3777747 0 76625346 90204924 -13579578 X true true 1 1 Aspirus Wausau Hospital Inc

333 Pine Ridge Blvd Wausau WI 54401

X X X Aspirus Wausau Hospital Inc 1 true true 150. true 150. true X X X X true true X X X X X true X X true X X X X X true X false false 3 northwoods surgery center LLC

611 Veterans Parkway woodruff WI 54568

general medical & surgical Pine ridge surgery center

2500 pine ridge blvd wausau WI 54401

general medical & surgical Stevens point surgery center llc

5409 vern holmes drive stevens point WI 54481

general medical & surgical part I, line 7 The provision for bad debts is based on management's assessment of historical and expected net collection considering business and economic conditions, trends in healthcare coverage, and other collection indicators. Throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon these trends. The results of this review are then used to make any modifications to the provision for bad debts to establish an estimated allowance for uncollectible accounts. Accounts receivable are written off after all collection efforts have been followed in accordance with Aspirus' policies. Bad Debt Policy and Procedure: I. Wausau Hospitals financial policy requires settlement of a patient bill in one of four manners: A. Payment in full in 45 days. B. 3-4 equal monthly payments. C. Placing the account on a medical note. D. Special arrangements made through a financial counselor. II. Failure to meet these requirements will result in the account being considered a bad debt once all collection efforts have been exhausted. The account will be removed from accounts receivable and turned over to an outside agency for collection. Prior to this happening, the following criteria must be met: A. Patient Financial Services staff will make reasonable collection efforts by way of: 1. Monthly statements 2. Collection letters 3. Collection phone calls III. The number of statement (minimum of 2) and collection letters (minimum of 1) is determined by the parameters set to the financial codes. Collection calls can be made Monday through Friday from 8:00 a.m. through 8:00 p.m. and on Saturday from 8:00 a.m. through 5:00 p.m. IV. All collection activity and patient contacts will be completely documented electronically on the individual accounts. V. A Medicare account must be over 120 days outstanding from the date of the initial bill to the patient before it can be considered a bad debt and placed with a collection agency. Commercial and Self pay accounts that have received their final 10 day letter could then be considered a bad debt and placed with a collection agency. A default order with the state can be filed for Workers Compensation accounts that are over $5,000.00 with no response from the insurer after 60 days. The state will send a letter to the insurer requesting the review and will allow the insurer 20 days to respond. VI. All collection accounts are to be treated the same regardless of payer type: self pay, general insurance, Medicare, or Medical Assistance. VII. Patient Financial Services staff will use sound business judgment when working with the account. At the discretion of the financial counselor, credit reports will be requested from the credit bureau and property verification obtained through the County Treasurers Office. VIII. All individuals qualifying for Aspirus Financial Aid (Community Care) under the Hospitals policy are considered needy. The policy uses a sliding scale up to 300% of the federal poverty guidelines. These accounts are written to the Aspirus Financial Aid (Community Care) allowance once eligibility is determined. There is no minimum waiting period. Part II As any good corporate citizen, Aspirus Wausau Hospital is involved in a wide range of community building activities. And while some of these are undertaken simply because there is a community need and Aspirus is in a position to help, others are undertaken for much more specific reasons. The goal of Aspirus Wausau Hospital's community benefits activities is to address key community health issues as identified by the community needs assessment: The Marathon County LIFE Report spearheaded by the United Way of Marathon County. The following is a list of "Community Building" activities reported in Part II and brief descriptions of them. Economic Development (F2) o Centergy: Centergy is an organization comprising business and civic leaders working together to address the region's workforce, business and community development needs. It works to encourage business sector development, support local businesses, attract new businesses, achieve growth for higher education facilities, and improve life in general for all central Wisconsin residents. o Central Wausau Progress: This is another community development program that combines the vision, resources and efforts of many partners throughout the Wausau area. o City County IT Meeting: This group collaborates to address information technology issues in Wausau and Marathon County. As the county's largest employer, Aspirus Wausau Hospital plays a significant role. o MCDEVCO: Marathon County Economic Development Corporation, in private and public partnership with Marathon County Government and The Wausau Region Chamber of Commerce, provides leadership for reviewing and recommending all initiatives related to education and economic development. MCDEVCO is committed to business growth, as well as providing a high quality of life and building strong communities in the Marathon County Region. o Wausau Region Chamber: The local member of the US Chamber of Commerce, the Wausau Region Chamber dedicates itself to improving the local business community and economy through advocacy, growth/development, marketing and professional development. Aspirus Wausau Hospital is a longtime Chamber member and provides a leadership role in multiple ways. Community Support (F3) o Boy Scouts of America: BSA has a thriving council, the Samoset, located in Wausau. This organization encourages the physical, civic, social and educational development of boys and Aspirus Wausau Hospital supports its efforts. BSA activities help address the following Marathon County LIFE Report Key Calls to Action: Alcohol and Drug Misuse, and Overweight and Obesity. o Rotary: Rotary is a worldwide organization of business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world. The Object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise. The local club has about 85 members and truly benefits the community. o United Way: Aspirus Wausau Hospital has deep and longstanding involvement with the local United Way. As a pacesetter organization, Aspirus demonstrates leadership in its internal support campaign to benefit the United Way, which has restructured to follow a road map to community success that directs its support to organizations that improve Education, Health and Income in the community. Part III, Line 4 The provision for bad debts is based on management's assessment of historical and expected net collection considering business and economic conditions, trends in health care coverage, and other collection indicators. Throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon these trends. The results of this review are then used to make any modifications to the provision for bad debts to establish an estimated allowance for uncollectible accounts. Accounts receivable are written off after all collection efforts have been followed in accordance with Aspirus' policies. Overall, the allowance for uncollectible accounts as a percentage of accounts receivable has not changed significantly for the year ended June 30, 2012. The costing methodology used was the patient care cost to charge ratio which was derived from the calculation on IRS Worksheet 2. Part III, Line 8 The costing methodology is CMS2552 as filed cost report. Aspirus Wausau Hospital feels that the Medicare shortfall should be treated as a community benefit. Aspirus is there to treat the community and they have a large percentage of Medicare benefit patients. If those patients were to be refused, then they would not receive health care. Part III, Line 9b Aspirus Wausau Hospital uses reasonable efforts to determine if financial assistance should be offered before assigning a case to a collection agency. Aspirus informs patients and offers them Financial Assistance Application forms at the time of registration, in emergency rooms, financial service offices, the billing office, and on statements and letters. Aspirus only pursues the applicants who complete the forms in their entirety. Needs Assessment In many ways, Aspirus Wausau Hospital is a leader in assessing the health needs of the community. It has developed strong partnerships with key community agencies, and helped spearhead initiatives to assess the community's health needs and factors supporting a high quality of life and vibrant community. In 1996, the United Way led a collaborative effort to perform a community health assessment that focused on data rather than perception. With support from Aspirus and other community partners, the United Way performed a community assessment and published in June 1997 the first issue of what was called the Marathon County Local Indicators For Excellence (LIFE) Report. Since that time, Aspirus Wausau Hospital has maintained strong involvement in the community assessment process, from pledging cash support and in kind donations to steering committee members. The eighth and most recent version of the needs assessment (2011-2013) identified five Top Calls to Action: o Unemployment/Jobs Providing a Living Wage o Alcohol and Drug Misuse o Development of Young Children - Ages 0-6 o Overweight/Obesity o Basic Needs - Food and Shelter In addition to the above listed five health priorities, the 2011-2013 LIFE Report also identified two Issues to Watch: Aging Issues and Domestic Abuse. Here are some facts about Marathon County: o Of surveyed residents, 76.8 percent agreed that obesity is a concern in the community. o 12.2 percent of residents live at or below the poverty level, and 18.7 percent of children live at or below the poverty level. o 14.2 percent of Marathon County residents are 65 or older. o In 2010, there were 760 Driving While Intoxicated arrests in Marathon County. Patient Education of Eligibility for Assistance Aspirus Wausau Hospital makes lists of available government assistance programs available to patients and families in the cashiers office, which is located off the main lobby. In addition, all patients are made aware of Aspirus Wausau Hospitals financial aid programs through statements and follow up letters. Financial counselors seek to meet one on one with any patients who do not have insurance, so counselors can explain all options available. Community Information According the U.S. Census Bureau, Marathon County had a population of 134,063 in 2010. And while there are demographic and population numbers for the areas that Aspirus Wausau Hospital considers its primary and secondary market areas, Marathon County bears special attention, as it is the home of Aspirus Wausau Hospital and many of the systems corporate functions. In fact, Marathon County in many respects is the "home" of Aspirus and is the single largest source of patients among the counties Aspirus serves. About Marathon County: Persons per square mile (2010) 86.8 White persons (2011) 92% Asian persons (2011) 5.5% Hispanic or Latino persons (2011) 2.3% Persons per household (2011) 2.49 Persons below poverty level (2011) 9.4% Service Areas and Demographics Aspirus Wausau Hospital. The AWH considers its market to be 13 counties located in North Central Wisconsin and four counties located in Upper Michigan. The 13 North Central Wisconsin counties represent its primary and secondary service areas and accounted for 94.1% of all admissions in calendar year 2012. The following table presents data about the demographics of the counties that make up this area. 2011 2011 % OF MEDIAN NOV. 2012 2000 2010 POP. HOUSEHOLD UNEMPLOY- Primary Area POP. POP. INCR. AGE 65+ INCOME MENT RATE Langlade Co 20,723 19,977 -3.6% 20.4% $42,045 7.8% Lincoln Co 29,142 28,743 -1.4% 18.7% $47,426 8.2% Marathon Co 127,280 134,063 5.3% 14.4% $54,316 6.3% Taylor Co 19,680 20,689 5.1% 16.3% $45,024 6.8% Area Sub. 196,825 203,472 3.4% 15.8% $51,212 6.7% Secondary Area Clark Co 32,939 34,690 5.3% 15.6% $42,756 6.6% Forest Co 9,313 9,304 -0.1% 20.3% $38,176 8.6% Iron Co 6,333 5,916 -6.6% 25.4% $37,413 11.9% Oneida Co 34,979 35,998 2.9% 22.0% $45,184 8.8% Portage Co 67,690 70,019 3.4% 12.9% $51,887 5.7% Price Co 16,365 14,159 -13.5% 21.4% $41,458 6.3% Shawano Co 39,212 41,949 7.0% 18.7% $45,587 7.0% Vilas Co 19,741 21,430 8.6% 26.6% $41,195 9.8% Wood Co 77,930 74,749 -4.1% 17.3% $47,182 6.2% Area Sub 304,502 308,214 1.22% 17.9% $46,170 6.9% Grand Total 501,327 511,686 2.1% 17.1% $48,176 6.8% WISCONSIN 5,363,715 5,686,986 6.0% 13.9% $52,374 6.6% Michigan Area Gogebic Co 17,370 16,427 -5.4% 21.7% $34,917 8.7% Houghton Co 36,016 36,628 1.7% 15.2% $34,625 6.7% Keweenaw Co 2,301 2,156 -6.3% 24.8% $39,821 16.8% Ontonagon Co 7,818 6,780-13.3% 27.3% $34,786 12.7% Area Sub 63,505 61,991 -2.4% 18.5% $34,902 8.1% Michigan 9,938,444 9,883,640 -0.6% 14.1% $48,669 8.9% Source: U.S. Census Bureau, Wisconsin Department of Work Force Development, Michigan Department of Technology, Management, and Budget, January 2013. The largest employers in Marathon County: Employer Approximate Employees Aspirus Wausau Hospital 3,000 Greenheck Fan Corp. 1,500 Wausau School District 1,476 Footlocker.com/Eastbay 1,300 Kolbe & Kolbe Millworks Inc. 1,122 Wausau Papers 984 Prime Healthcare/UMR 820 Marathon Cheese 800 Marathon County 752 North Central Health Care 685 Source: Comprehensive Annual Financial Report Marathon County, Wisconsin, December 31, 2011 Much of north central and central Wisconsin and the Upper Peninsula of Michigan qualify as health professional shortage areas and medically underserved areas. According to the Health Resources and Services Administration, all or part of the following 16 counties are designated as health professional shortage areas: Clark, Florence, Forest, Iron (WI), Langlade, Marathon, Oneida, Price, Shawano, Taylor, Vilas, Wood, Gogebic, Iron (MI), Keweenaw, and Ontonagon. The following 14 counties are designated as health professional shortage areas for mental health: Clark, Florence, Forest, Iron (WI), Langlade, Marathon, Oneida, Price, Shawano, Taylor, Vilas, Wood, Gogebic, and Iron (MI). Similarly, all or part of the following 18 counties are designated as medically underserved areas: Clark, Florence, Forest, Iron (WI), Langlade, Marathon, Portage, Price, Shawano, Taylor, Vilas, Wood, Baraga, Gogebic, Houghton, Iron (MI), Keweenaw, and Ontonagon. Promotion of Community Health Aspirus Wausau Hospital is a true community organization. It was created in the 1970s when community leaders decided the two local hospitals operating at that time could be more effective and more efficient if they merged. Today, that community leadership and vision endures. Aspirus Wausau Hospital is guided by a community board of directors, which the organizations bylaws state must consist of eight or nine physicians and 11 to 14 community members. This board helps ensure that strategic and operational decisions at Aspirus Wausau Hospital are made with the communitys best interest in mind. In addition, Aspirus Wausau Hospital maintains an open medical staff, meaning that it extends medical staff privileges to all qualified physicians in the community. As a not-for-profit organization, Aspirus Wausau Hospital reinvests surplus funds in health services for the community, such as new technology that advances care and improves access. Aspirus Wausau Hospital also works collaboratively with other health care and academic entities to offer professional health education opportunities that benefit the communities. For example, the University of Wisconsin Wausau Family Medicine Residency Program is based on the Aspirus Wausau Hospital medical campus, and produces skilled, dedicated family medicine physicians. The vast majority of residency graduates end up practicing in north central Wisconsin, making the residency program incredibly valuable to the ongoing easy access to high quality primary health care. Aspirus Wausau Hospital is also the vehicle by which extensive volunteer efforts are organized. There are more than 1,000 Aspirus Volunteers who support the provision of excellent medical care at the hospital and in other venues. These volunteers also provide valuable community outreach through the Lifeline home health monitoring program, the HANDS program that teaches young children the importance of hand hygiene, and Meals on Wheels. Aspirus Wausau Hospital also supports valuable clinical research through Aspirus Heart & Vascular Institute Research & Education and through the Aspirus Regional Cancer Center (ARCC). AHVI Research & Education has about 10 open trials at any given time, and seeks to advance the safe, effective and compassionate practice of cardiovascular medicine in north central Wisconsin. Through a research affiliation with the University of Wisconsin Comprehensive Cancer Center in Madison, ARCC is part of a satellite system called Wisconsin Oncology Network offering clinical trials to patients with advanced disease. ARCC is also able to offer federally sponsored studies available through the Eastern Cooperative Oncology Group and the Radiologic Therapy Oncology Group. Affiliated Health Care System Aspirus Wausau Hospital is one of six hospitals under the Aspirus, Inc. umbrella. While each of the other five hospitals is a small, critical access facility, though, Aspirus Wausau Hospital is a regional tertiary care facility. The Aspirus system is relatively young, especially in the Upper Peninsula of Michigan, where three of the critical access hospitals are located. These facilities all operate as local sources of charity care and strong corporate citizens. In fact, Aspirus Keweenaw Hospital received in January 2011 the Winks Gundlach Award for strong and consistent support of the Keweenaw Community Foundation. This commitment to local community is reflected throughout the Aspirus service area. In Wausau, Wis. the Aspirus Health Foundation raises money for various health related initiatives in the community and within Aspirus. In addition to raising money and receiving community gifts, the Foundation also determines the best way to utilize its resources to make the biggest impact on the community. Throughout the Aspirus service area, affiliated foundations serve the needs of their respective communities: o The Community Health Foundation serves Antigo, Wis. and surrounding communities. o Memorial Health Center Foundation serves Medford, Wis. and surrounding communities. o Aspirus Ontonagon Foundation serves Ontonagon, Mich. and surrounding communities. o Aspirus Grand View Foundation serves Ironwood, Mich. and surrounding communities. While Aspirus has grown and expanded its service area rapidly in the past six years, system leaders are making a concerted effort to collaborate internally, to make the continuum of care as seamless as possible for customers. This means providing high quality, efficient service from primary care to specialty services and post-acute care such as rehabilitation and home care. By integrating services, and communicating effectively among providers, Aspirus is better able to meet patient needs and improve outcomes. This could be the most important community benefit of all. State Filing of Community Benefit Report Aspirus has three hospitals in Wisconsin: Aspirus Wausau Hospital in Wausau, Langlade Hospital in Antigo and Memorial Health Center in Medford. Each of these centers files a community benefit report. Aspirus also has three hospitals in Michigans Upper Peninsula: Aspirus Keweenaw Hospital in Laurium, Aspirus Grand View in Ironwood and Aspirus Ontonagon Hospital in Ontonagon. Each of these facilities is responsible for its own community benefits reporting. true WAUSAU AREA MOBILE MEALS 610 SCOTT STREET STE G WAUSAU WI 54403 391238060 501(c)(3) 11000 GENERAL SUPPORT WAUSAU DANCE THEATRE PO BOX 18015 MERRIFIELD VA 22118 237367344 501(c)(3) 7500 Sponsorship LEIGH YAWKEY WOODSON ART MUSEUM 700 N TWELFTH STREET WAUSAU WI 54403 237281913 501(c)(3) 7500 GENERAL SUPPORT WIFC-DISCO CURES CANCER PO BOX 2048 WAUSAU WI 54402 390942767 n/a 7500 sponsorship 3 1 Festival of Trees 4 6000 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants THE EXECUTIVE DIRECTOR OF ASPIRUS HEALTH FOUNDATION ADMINISTERS THE FUNDS IN THE ASPIRUS COMMUNITY PARTNER FUND (CPF). THE FUNDS FROM CPF ARE GIVEN TO COMMUNITY PROGRAMS TO INCREASE THE QUALITY OF LIFE IN THE REGION OR ARE RELATED TO HEALTH INITIATIVES. THEY ARE NOT USED, IN GENERAL, FOR SPONSORSHIPS OR MARKETING-ALBEIT, WE WORK CLOSELY WITH MARKETING WHEN DISPERSING FUNDS FROM THE ACCOUNT. AN ANNUAL BUDGET IS SET FOR THE CPF AND THrOUGH OUT THE YEAR WE MAITAIN REcords TO TRACK WHO GETS THE FUNDS, AMOUNTS DISPERSED, AND WHY. X X X true true X X X X true true false false false false false false false WENDY L HANNEMAN MD 0 452272 0 250 0 18105 0 17056 0 24953 0 512636 0 0 THOMAS RENGEL MD 362530 0 35700 0 14478 0 4900 0 14254 0 431862 0 0 0 BRIAN D SMITH MD 0 299431 0 0 0 18120 0 17056 0 28058 0 362665 0 0 THOMAS A VOELKER MD 0 261796 0 0 0 8305 0 17056 0 26538 0 313695 0 0 DUANE L ERWIN 0 544701 0 191221 0 14704 0 10193 0 116174 0 876993 0 0 DIANE S POSTLER-SLATTERY PHD 275709 0 76159 0 37873 0 12560 0 65250 0 467551 0 0 0 SIDNEY C SCZYGELSKI 0 292917 0 79742 0 5065 0 13428 0 63332 0 454484 0 0 JEANNE ROWE thru 5511 106153 0 0 0 227794 0 6600 0 22371 0 362918 0 0 0 JOEL RUEBER thru 011913 173993 0 32288 0 2261 0 7084 0 22723 0 238349 0 0 0 JACOB KEMPEN 139452 0 10081 0 5192 0 6850 0 16907 0 178482 0 0 0 NORMA JEAN BURGENER 145676 0 26313 0 26176 0 7332 0 16465 0 221962 0 0 0 KATHRYN J DRENGLER 170159 0 31502 0 2925 0 10196 0 33976 0 248758 0 0 0 ROGER LUCAS 0 185158 0 56372 0 21784 0 4817 0 42984 0 311115 0 0 MARITA HATTAM 163058 0 30330 0 29037 0 6484 0 32622 0 261531 0 0 0 JEANNE D SCINTO 155562 0 32960 0 3730 0 8511 0 44382 0 245145 0 0 0 RICK L NEVERS 0 170569 0 47697 0 12940 0 10317 0 49692 0 291215 0 0 DEAN DANNER 0 206433 0 57789 0 24896 0 15557 0 24645 0 329320 0 0 PETER HESSERT thru 62511 0 243535 0 49237 0 54055 0 13428 0 48197 0 408452 0 0 RICK R REDING 0 300840 0 0 0 20193 0 17056 0 28129 0 366218 0 0 DAVID TANGE 0 279113 0 0 0 20840 0 17056 0 26717 0 343726 0 0 GERALD MOUREY thru 52612 0 193630 0 60047 0 4580 0 9038 0 53981 0 321276 0 0 TIMOTHY GENGLER 101405 11008 29334 0 2084 213 5721 0 525 0 139069 11221 0 0 CATHERINE WALDVOGEL 170000 0 0 0 1303 0 9985 0 21578 0 202866 0 0 0 JILL MICHAUD 133970 0 11262 0 4169 0 8284 0 24810 0 182495 0 0 0 RAYMOND WERY 146091 0 0 0 2280 0 8882 0 21743 0 178996 0 0 0 DAVID BLIVEN 123679 0 9786 0 8790 0 7736 0 19343 0 169334 0 0 0 SANDRA NOLAND 141839 0 0 0 179 0 11173 0 24907 0 178098 0 0 0 CARI LOGEMANN as of 62611 0 174143 0 0 0 355 0 5988 0 34138 0 214624 0 0 Robert Milican 0 231196 0 0 0 16254 0 17056 0 35986 0 300492 0 0 Supplemental Compensation Information Tavel for companions: Retreat in which spouses attended, spousal portion taxed. Companion Travel: Wendy Hannemen $295 Brian Smith $225 Thomas Voelker $225 Diane Postler-Slattery $125 Duane Erwin $325 Sidney Sczygelski $200 Joel Rueber $325 Kathryn Drengler $100 Roger Lucas $225 Rick Nevers $325 Gerald Mourey $200 Gross-Up Payments: Wendy Hannemen $8,080 Brian Smith $8,080 Rick Reding $8,080 Peter Hessert $3,156 David Tange $6,680 Robert Millican $6,680 Club Dues: Duane Erwin $826 Jeanne Rowe $191 Joel Rueber $826 Norma Jean Burgener $572 Kathryn Drengler $826 Marita Hattem $572 Jeanne Scinto $1,078 Rick Nevers $1,018 Dean Danner $1,078 Peter Hessert $1,078 Timothy Gengler $509 Gerald Mourey $1,018 Compensation Information Schedule J, Part I, Line 4a - Severance Payment Jeanne Rowe $187,054 Schedule J, Part I, Line 4b - Supplemental nonqualified retirement 457F distribution- DIANE POSTLER-SLATTERY $35,626 JEAN BURGENER $21,298 Roger Lucas $16,647 MARITA HATTEM $19,190 RICK NEVERS $10,138 Dean Danner $18,844 Jeanne Rowe $38,097 Peter Hessert $45,848 457(f) Retirement Plan profile KEY EMPLOYEES OF THE COMPANY OR A PARTICIPATING AFFILIATE ARE ELIGIBLE TO PARTICIPATE IN PLAN. THE PLAN YEAR IS JANUARY 1 TO DECEMBER 31ST. EMPLOYER CONTRIBUTIONS: THE CONTRIBUTION MADE BY THE EMPLOYER IS A THREE-TIERED STRUCTURE DEPENDING UPON THE EXECUTIVES POSITION, WHICH ARE AS FOLLOWS: 9% FOR VICE PRESIDENT; 13% FOR SENIOR LEADERSHIP COUNCIL; AND 15% FOR THE CEO. IF THE PARTICIPANT TERMINATES DURING THE YEAR, THE PARTICIPANT'S EXECUTIVE ALLOWANCE IS PRORATED BASED ON THE NUMBER OF FULL CALENDAR MONTHS FROM THE BEGINNING OF THE PLAN YEAR TO THE BEGINNING OF THE CALENDAR MONTH CLOSEST TO THE CHANGE OR TERMINATION OF EMPLOYMENT, TO 12. DISTRIBUTIONS: CONTINUATION OF EMPLOYMENT THROUGH THE DEFERRED VESTING DATE; THE DATE ON WHICH THE PARTICIPANTS' EMPLOYMENT IS TERMINATED AS A RESULT OF DEATH OR DISABILITY; THE DATE ON WHICH THE PARTICIPANT INCURS AN INVOLUNTARY SEPARATION FROM SERVICE WITHOUT REASONABLE CAUSE; OR THE DATE THAT IS 24 MONTHS FOLLOWING THE PARTICIPANT'S SEPARATION FROM SERVICE, BUT ONLY IF THE PARTICIPANT'S INTEREST HAS NOT BEEN FORFEITED FOR COMPETITION DURING SUCH 24 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. Wisconsin Health & Educational facilities auth 391337855 97710BLY6 2009-10-07 23000000 Refund Bonds issued 3/18/2009 false false false wisconsin health & educational facilities auth 391337855 97710BLW0 2009-10-07 27200000 Refund Bonds issued 3/18/2009 false false false Wisconsin Health & Educational facilities Auth 391337855 97710BLV2 2009-10-07 20000000 Series 1998-VAR rate demand false false false Wisconsin Health & Educational Facilities Auth 391337855 2012-02-29 32025000 Refund Bonds Issued 02/19/1998 false false false 0 0 24345462 0 0 0 1064490 0 0 23280972 0 0 2001 true false true true 0 0 27833241 0 0 0 1429347 0 0 26403894 0 0 2006 true false true true 0 0 20841864 0 0 0 340678 0 0 20501186 0 0 1999 true false true true 0 0 32025000 0 0 0 0 0 0 0 0 0 true false true true false true false false 0.01420 0.01420 true false false false false 0.01200 0.01200 true false true false false false 0.00930 0.00930 true 0.02830 0.02830 true true false 0 false false false 0 false true true true false 0 false false false 0 false true true true false 0 false false false 0 false true false false false 0 false false false 0 false true See Schedule O 0 Delegation of control over management duties Form 990, Part VI, Question 3 ASPIRUS WAUSAU HOSPITAL, INC. HAS AN AGREEMENT WITH NORTH CENTRAL HEALTH CARE TO MANAGE THE BEHAVIORAL HEALTH DEPARTMENT. Members of Stockholders Form 990, Part VI, Question 6 ASPIRUS, INC. IS THE SOLE CORPORATE MEMBER OF ASPIRUS WAUSAU HOSPITAL, INC. descr classes of persons, decisions requiring appr & type of voting rights form 990, part vi, question 7b THE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION, ASPIRUS WAUSAU HOSPITAL: 1) CHANGE OR AMEND THE ARTICLES OF INCORPORATION OR BYLAWS; 2) CHANGE THE MISSION, PURPOSE OR SCOPE OF THE CORPORATION; 3) RATIFICATION OR REMOVAL OF DIRECTORS OR OFFICERS; 4) CHANGE THE FORMULA OR METHODOLOGY FOR DETERMINING PHYSICIAN COMPENSATION; 5) APPROVAL OF ANNUAL OPERATING AND CAPITAL EXPENDITURE BUDGETS, STRATEGIC AND LONG RANGE PLANS. Describe the Process used by Management &/or Governing Body to Review 990 FORM 990, PART VI, LINE 11A THE ORGANIZATION'S MANAGEMENT REVIEWS THE 990 REPORT AND THEN THE FORM IS PROVIDED TO THE BOARD MEMBERS FOR FINAL REVIEW AND APPROVAL PRIOR TO FILING. Description of process to monitor transactions for conflicts of interest form 990, part vi, line 12c BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ALL MANAGERS ARE REQUIRED TO SIGN BIANNUAL CONFLICT OF INTEREST STATEMENTS. THE ORGANIZATION'S CEO AND BOARD CHAIR REVIEW THE STATEMENTS AND HIGHLIGHT POTENTIAL CONFLICTS. THE BOARD DETERMINES ON A CASE BY CASE BASIS ANY ACTIONS REQUIRED. INDIVIDUALS ARE NOT PERMITTED TO VOTE ON ANY TRANSACTION WHERE A CONFLICT HAS BEEN DETERMINED TO EXIST. ALL CONFLICTS AND PROCEEDINGS ARE NOTED IN THE MEETING MINUTES. Offices & positions for which process was used, & year process was begun form 990, part vi, question 15a & 15b THE ORGANIZATION HAD AN INDEPENDENT AUDIT FOR EXECUTIVE COMPENSATION WHICH INCLUDED BASE SALARY, INCENTIVE PLANS, AND BENEFITS FOR ALL OFFICER AND EXECUTIVE POSITIONS. THE REVIEW WAS COMMISSIONED BY THE COMPENSATION COMMITTEE OF THE BOARD AND WAS CONDUCTED BY AN INDEPENDENT CONSULTING FIRM. THE MARKET ANALYSIS WAS COMPLETED IN JUNE AND JULY OF 2009 AND PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD IN AUGUST FOR FINAL COMPENSATION DETERMINATION. Avail of gov docs, conflict of interest policy, & fin stmts to gen public form 990, part vi, question 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. hours devoted to related organizations form 990, part vii THE HOURS DEVOTED TO THE POSITIONS REPORTED ON PART VII AND SCHEDULE J REFLECT THE AGGREGATE TOTAL HOURS THESE INDIVIDUALS DEVOTE TO THEIR POSITIONS FOR ASPIRUS WAUSAU HOSPITAL, INC. AND ASPIRUS, INC. SUBSIDIARIES. Other changes in net assets or fund balances form 990, part XI, line 5 Unrealized gain on investments (5,731,962) Interest rate swap (4,284,579) interest rate swap valuation adjustment (53,968) post retirement healthcare benefit adjustment (337,008) net asset transfer to aspirus inc. (14,000,000) Loss on early estinquishment of debt (997,703) ____________ Total Adjustments (25,405,220) Schedule K, part I, Bond B Aspirus Wausau Hospital is a member of an obligated group for this bond that includes memorial health center, inc. Aspirus Wausau Hospital's share of the proceeds was $44,750,000. Stevens Point Surgery Center LLC 5409 Vern Holmes Drive Stevens Point WI 54481 202259562 Medical Srvs WI 1074959 -20476 NA Aspirus Ontonagon Hospital Inc 601 Seventh Street Ontonagon WI 49953 260806477 Hospital WI 501(c)(3) 3 Aspirus Inc true Aspirus Health Foundation 425 Pine Ridge Blvd Wausau WI 54401 391256656 Public Fdn WI 501(c)(3) 7 Aspirus Inc true Aspirus Doctor's Clinic Inc 420 Dewey Street Wisconsin Rapids WI 54495 391972671 Medical Serv WI 501(c)(3) 9 Aspirus Inc true Aspirus Grand View N 10561 Grand View Lane Ironwood WI 49938 382908586 Hospital WI 501(c)(3) 3 Aspirus Inc true Aspirus Buildings Inc 333 Pine Ridge Blvd Wausau WI 54401 391406537 Leasing WI 501(c)(3) 9 Aspirus Inc true Aspirus Specialists Inc 425 Pine Ridge Blvd Wausau WI 54401 391945080 Medical Svcs WI 501(c)(3) 9 Aspirus Inc true Aspirus Extended Services 425 Pine Ridge Blvd Wausau WI 54401 390782130 Nursing Home WI 501(C)(3) 9 Aspirus Inc true Aspirus Clinics Inc 425 Pine Ridge Blvd Wausau WI 54401 391670223 Medical Srvcs WI 501(c)(3) 9 Aspirus Inc true Aspirus VNA Home Health Inc 520 N 32nd Avenue Wausau WI 54401 390808511 Home Health WI 501(c)(3) 9 Aspirus Inc true Aspirus VNA Extended Care Inc 520 N 32nd Avenue Wausau WI 54401 391597350 Personal Care WI 501(c)(3) 9 Aspirus Inc true Aspirus Inc 425 Pine Ridge Blvd Wausau WI 54401 391328331 healthcare WI 501(c)(3) 11- Type II na false Aspirus Network Inc 3000 Westhill Drive Suite 300 Wasau WI 54401 391931679 Medical Contracts WI NA C Corp false false true false false true false false true true true true false true true true true false ASPIRUS BUILDINGS INC N 137243 cost ASPIRUS BUILDINGS INC P 249577 cost ASPIRUS BUILDINGS INC O 64965 cost ASPIRUS BUILDINGS INC J 429973 cost ASPIRUS CLINICS INC K 576835 cost ASPIRUS CLINICS INC P 2090042 cost ASPIRUS CLINICS INC I 3841688 cost ASPIRUS CLINICS INC N 9088177 cost ASPIRUS CLINICS INC L 568640 cost ASPIRUS CLINICS INC J 1514593 cost ASPIRUS CLINICS INC O 2289430 cost ASPIRUS CLINICS INC N 2552216 cost ASPIRUS DOCTORS CLINIC N 73506 cost ASPIRUS EXTENDED SERVICES INC P 96135 cost ASPIRUS EXTENDED SERVICES INC N 369528 cost ASPIRUS GRAND VIEW HOSPITAL K 74824 cost ASPIRUS GRAND VIEW HOSPITAL N 1554055 cost ASPIRUS GRAND VIEW SVC CORP N 350303 cost ASPIRUS HEALTH FOUNDATION P 65400 cost ASPIRUS HEALTH FOUNDATION N 68799 cost ASPIRUS HEALTH FOUNDATION C 365000 cost ASPIRUS NETWORK INC K 54316 cost ASPIRUS NETWORK INC N 151487 cost ASPIRUS ONTANAGON HOSPITAL P 185526 cost ASPIRUS ONTANAGON HOSPITAL N 1158021 cost ASPIRUS STEVENS POINT SURGERY CENTER I 141018 cost ASPIRUS STEVENS POINT SURGERY CENTER N 179046 cost ASPIRUS VISITNG NURSES ASSOCIATION I 76698 cost ASPIRUS VISITNG NURSES ASSOCIATION J 96207 cost ASPIRUS VISITNG NURSES ASSOCIATION P 437205 cost ASPIRUS VISITNG NURSES ASSOCIATION N 1804228 cost