ASPIRUS HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASPIRUS HEALTH FOUNDATION INC (EIN 39-1256656)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201323179349302617
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T11:22:39-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SCOTT ST | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391256656 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRUS HEALTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASPI | NameControl |
| Phone | 7158472250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 PINE RIDGE BLVD | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SIDNEY C SCZYGELSKI | Name |
| Title | CFO/SENIOR VP OF FINANCE | Title |
| Phone | 7158472250 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN J LABRAKE CPA | Name |
| PTIN | P00164006 | PTIN |
| Phone | 7158453111 | Phone |
| Date Prepared | 2013-11-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATTHEW HEYWOOD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 PINE RIDGE BLVD | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3084121 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASPIRUS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO DEVELOP RESOURCES TO ADVANCE THE HEALTH OF OUR COMMUNITIES AND INCREASE REGIONAL HEALTH SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 599 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1369963 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1113558 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 79271 | InvestmentIncomePriorYear |
| Investment Income Current Year | 881300 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 75269 | OtherRevenuePriorYear |
| Other Revenue Current Year | 83086 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1524503 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2077944 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 771224 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 930350 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 289085 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 300668 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83408 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 140853 | OtherExpensePriorYear |
| Other Expenses Current Year | 136146 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1201162 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1367164 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 323341 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 710780 | RevenuesLessExpensesCY |
| Total Assets BOY | 8905553 | TotalAssetsBOY |
| Total Assets EOY | 9880329 | TotalAssetsEOY |
| Total Liabilities BOY | 4276666 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4865871 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4628887 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5014458 | NetAssetsOrFundBalancesEOY |
| Mission Description | ASPIRUS IS AN INTEGRATED, COMMUNITY-GOVERNED HEALTHCARE SYSTEM, WHICHLEADS BY ADVANCING INITIATIVES DEDICATED TO IMPROVING THE HEALTH OFALL WE SERVE. WE WORK COLLABORATIVELY WITH OTHERS WHO SHARE OURPASSION FOR EXCELLENCE AND COMPASSION FOR PEOPLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 730426 | Expense |
| Grants | 730426 | Grants |
| Description | DONOR DESIGNATED CONTRIBUTIONS ACTIVITY:THROUGH ITS PHILANTHROPIC ACTIVITIES THE FOUNDATION ADVANCESEXTRAORDINARY 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 277248 | Expense |
| Grants | 72916 | Grants |
| Revenue | 49767 | Revenue |
| Description | UNRESTRICTED CONTRIBUTIONS ACTIVITY:THROUGH ITS PHILANTHROPIC ACTIVITIES THE FOUNDATION ADVANCESEXTRAORDINARY HEALTH CARE BY PROVIDING FUNDS FOR RESEARCH, EDUCATION,INFORMATION, PROGRAMS, SERVICES AND SCREENINGS, COMMUNITY HEALTH INITIATIVES, AND WORKFORCE DEVELOPMENT SCHOLARSHIPS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 127008 | Expense |
| Grants | 127008 | Grants |
| Description | KOHL'S CARES FOR KIDS COMMUNITY ACTIVITY:THE KOHL'S CARES FOR KIDS PARTNERSHIP PROVIDES ANNUAL SUPPORT TO SPECIAL INITIATIVES THAT PROTECT AND ADVANCE THE HEALTH OF CHILDREN. IN 2013, THIS GIFT WAS DIRECTED TO AN INTERACTIVE ONLINE OBESITY AWARENESS AND EDUCATION PROGRAM ALONG WITH PROMOTING HEALTHY ACTIVITY THROUGH AREA SCHOOLS AND COMMUNITY ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1134682 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY C SCZYGELSKI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7158472250 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 PINE RIDGE BLVD | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| DUANE L ERWIN | |||||||
| CEO AI | 2.00 | 50.00 | X | X | 0 | 807484 | 134626 |
| G LANE WARE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| A BRENDA DAVIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BILL BECKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN A JOHNKOSKI MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA JUEDES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL M LAPREE | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| CINDY HERMEL | |||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| BRAD PECK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BEN REIF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN TUBBS | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN WEILAND MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH KANE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LISA MACCO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES PETH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROGER V LUCAS | |||||||
| VP HR AI/ASST SECR | 2.00 | 45.00 | X | 0 | 265458 | 54232 | |
| SIDNEY C SCZYGELSKI | |||||||
| CFO AI/ASST TREAS | 2.00 | 50.00 | X | 0 | 390057 | 79956 | |
| KALYNN PEMPEK | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 102213 | 0 | 22608 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 102213 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1462999 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 291422 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRUS WAUSAU HOSPITAL INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 PINE RIDGE BLVD | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | RENT, PAYROLL, AND SHARED SERVICES | DescriptionOfServices |
| Compensation | 332561 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 138429 | FundraisingEvents |
| Related Organizations | 342164 | RelatedOrganizations |
| All Other Contributions | 632965 | AllOtherContributions |
| Total Contributions | 1113558 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84992 | TotalRevenueColumn |
| Exclusion | $84,992 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1703005 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 906697 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 796308 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 796308 | TotalRevenueColumn |
| Exclusion | $796,308 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 107149 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 138429 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 74429 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32720 | TotalRevenueColumn |
| Exclusion | $32,720 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 25650 | GrossIncomeGaming |
| Gaming Direct Expenses | 25051 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 599 | TotalRevenueColumn |
| Unrelated Business Revenue | 599 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEE | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 49767 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49767 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 49767 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2077944 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49767 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 599 | UnrelatedBusinessRevenue |
| Exclusion | $914,020 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930350 | Total |
| Program Services | 930350 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71825 | Total |
| Program Services | 43095 | ProgramServices |
| Management And General | 14365 | ManagementAndGeneral |
| Fundraising | 14365 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155856 | Total |
| Program Services | 89059 | ProgramServices |
| Management And General | 25657 | ManagementAndGeneral |
| Fundraising | 41140 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72987 | Total |
| Program Services | 42364 | ProgramServices |
| Management And General | 12830 | ManagementAndGeneral |
| Fundraising | 17793 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71433 | Total |
| Management And General | 71433 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7200 | Total |
| Management And General | 7200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8719 | Total |
| Management And General | 8719 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2563 | Total |
| Program Services | 150 | ProgramServices |
| Management And General | 2413 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7742 | Total |
| Program Services | 4115 | ProgramServices |
| Management And General | 96 | ManagementAndGeneral |
| Fundraising | 3531 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25780 | Total |
| Program Services | 16367 | ProgramServices |
| Management And General | 6036 | ManagementAndGeneral |
| Fundraising | 3377 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2208 | Total |
| Program Services | 1204 | ProgramServices |
| Management And General | 10 | ManagementAndGeneral |
| Fundraising | 994 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1354 | Total |
| Program Services | 1354 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315 | Total |
| Management And General | 315 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL EDUCATION FORUM | Description |
| Total | 8832 | Total |
| Program Services | 6624 | ProgramServices |
| Fundraising | 2208 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1367164 | Total |
| Program Services | 1134682 | ProgramServices |
| Management And General | 149074 | ManagementAndGeneral |
| Fundraising | 83408 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390488 | BOY |
| EOY | 285081 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2736 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67214 | BOY |
| EOY | 6103 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37455 | BOY |
| EOY | 31126 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21867 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19783 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3438 | BOY |
| EOY | 2084 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8320078 | BOY |
| EOY | 9528916 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84144 | BOY |
| EOY | 27019 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8905553 | BOY |
| EOY | 9880329 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62646 | BOY |
| EOY | 95285 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3468 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4210552 | BOY |
| EOY | 4770586 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4276666 | BOY |
| EOY | 4865871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4257553 | BOY |
| EOY | 4724141 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224067 | BOY |
| EOY | 128050 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147267 | BOY |
| EOY | 162267 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4628887 | BOY |
| EOY | 5014458 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8905553 | BOY |
| EOY | 9880329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 710780 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -325209 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1724956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1131251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1176389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1369963 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1113558 | CurrentTaxYear |
| Total | 6516117 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1724956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1131251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1176389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1369963 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1113558 | CurrentTaxYear |
| Total | 6516117 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 221450 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6294667 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83758 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83396 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84992 | CurrentTaxYear |
| Total | 450434 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 599 | CurrentTaxYear |
| Total | 599 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39951 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43983 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49767 | CurrentTaxYear |
| Total | 210420 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7177570 | TotalSupport |
| Gross Receipts From Admissions Etc | 609235 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87700 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 174306 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | 24967 | InvestmentEarningsOrLosses |
| End Of Year Balance | 214273 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149304 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | 10002 | InvestmentEarningsOrLosses |
| End Of Year Balance | 174306 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 120376 | BeginningOfYearBalance |
| Contributions | 16148 | Contributions |
| Investment Earnings Or Losses | 12780 | InvestmentEarningsOrLosses |
| End Of Year Balance | 149304 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103053 | BeginningOfYearBalance |
| Contributions | 10070 | Contributions |
| Investment Earnings Or Losses | 7253 | InvestmentEarningsOrLosses |
| End Of Year Balance | 120376 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60049 | BeginningOfYearBalance |
| Contributions | 46000 | Contributions |
| Investment Earnings Or Losses | 2004 | InvestmentEarningsOrLosses |
| End Of Year Balance | 108053 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75730 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24270 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21867 | OtherCostOrOtherBasis |
| Depreciation | 19783 | Depreciation |
| Book Value | 2084 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2084 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DONOR IMPOSED LIABILITIES | Description |
| Amount | $4,770,586 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4770586 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1022309 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -325209 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -325209 | RevenueNotRptdF990 |
| Revenue Subtotal | 1347518 | RevenueSubtotal |
| Other Revenues Not Included | 730426 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 730426 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2077944 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 636738 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 636738 | ExpensesSubtotal |
| Other Expenses Not Included | 730426 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 730426 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1367164 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENTS ARE MAINTAINED TO SUPPORT QUALITY OF LIFE PROGRAMS FOR HOSPICE AND PALLIATIVE CARE PATIENTS AND FAMILIES, CANCER PATIENTS, AND HEART PATIENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE FOUNDATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS ALSO ENGAGED, TO A LIMITED EXTENT, IN ACTIVITIES THAT THE INTERNAL REVENUE SERVICE CONSIDERS UNRELATED TO ITS EXEMPT PURPOSE AND, THEREFORE, TAXABLE. THESE ACTIVITIES, HOWEVER, ANNUALLY RESULT IN NET OPERATING LOSSES FOR INCOME TAX PURPOSES. THE FOUNDATION DOES NOT PRESENTLY ANTICIPATE THAT A TAX BENEFIT FROM THESE NET OPERATING LOSSES WILL BE REALIZED IN THE FUTURE. ACCORDINGLY, ANY POTENTIAL DEFERRED TAX ASSET RESULTING FROM THE AVAILABILITY OF NET OPERATING LOSS CARRYFORWARDS IS OFFSET BY A VALUATION ALLOWANCE OF EQUAL AMOUNT. NO DEFERRED TAX ASSET AND LIABILITIES HAVE BEEN RECOGNIZED SINCE NO OTHER DIFFERENCES EXIST BETWEEN THE FINANCIAL TAX BASES OF REPORTING THE FOUNDATION'S ASSETS AND LIABILITIES. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE WHEN INCURRED. AS OF AND FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THERE WAS NO INCOME TAX EXPENSE, TAX PENALTIES, OR INTEREST RELATED TO TAX PENALITIES RECORDED BY THE FOUNDATION IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN 2013 OR 2012. FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED CONTRIBUTIONS RAISED FOR OTHERS 730,426. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED CONTRIBUTIONS RAISED FOR OTHERS 730,426. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FESTIVAL OF TREES | NameOfEvent1 |
| Gross Receipts Event1 | 141195 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 66227 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 74968 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 10386 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 450 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 19624 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WOMEN'S HEALTH GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 54249 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 38160 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16089 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 9911 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 9276 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 13471 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 50134 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 34042 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 16092 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 1736 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3987 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1212 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 4376 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 245578 | GrossReceiptsTotal |
| Charitable Contributions Total | 138429 | CharitableContributionsTotal |
| Gross Revenue Total Events | 107149 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11647 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 23649 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1662 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 37471 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 74429 | DirectExpenseSummaryEvents |
| Net Income Summary | 32720 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 25650 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 3386 | NonCashPrizesOtherGaming |
| Rent Facility Costs Other Gaming | 2183 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 19482 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.90000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 25650 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 3386 | NonCashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 2183 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 19482 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 25051 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 599 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | LYNN PLEVAK | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 PINE RIDGE BLVD | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | CHRISTINE TERKELSON | GamingManagerNamePerson |
| Gaming Manager Compensation | 766 | GamingManagerCompensation |
| Gaming Manager Services Provided | RESP. FOR SPECIAL EVENT FUNDRAISERS AND ANNUAL GIVING PROGRAMS INCLUDING COORDINATING RAFFLES AS AN INTEGRAL COMPONENT OF EVENTS AND CHARITABLE GIVING PROGRAMS. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS WAUSAU HOSPITAL INC | |||||||||
| 333 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391138241 | 501(C)(3) | 422935 | N/A | N/A | CANCER PROGRAM, HEART PROGRAM, WOMEN'S HEALTH FUND INCLUDING NICU, BREAST CANCER AWARENESS, BREAST CENTER, WOMEN'S GOLF CLASSIC SPECIAL EVENT, THE RUN FOR HOSPICE SPECIAL EVENT, HOSPICE PROGRAMS INCLUDING MUSIC THERAPY, GRIEF CENTER, RESPITE GARDEN, FOT SPECIAL EVENT, DIABETES PROGRAM, VOLUNTEERS PROGRAM, VOLUNTEER SCHOLARSHIP FUND, HOSPITAL DEPARTMENT FUND AND THE AES FUND. |
| ICE AGE TRAIL ALLIANCE INC | |||||||||
| 2110 MAIN STREET | CROSS PLAINS | WI | 53528 | 396076028 | 501(C)(3) | 6000 | N/A | N/A | TO HELP COMBAT CHILDHOOD OBESITY AND PREVENT SUMMER LEARNING LOSS |
| HUMAN SERVICES BOARD | |||||||||
| 1100 LAKE VIEW DRIVE | WAUSAU | WI | 54403 | 391267785 | GOVERNMENT | 10000 | N/A | N/A | TO HELP EXPAND ITS WELLNESS INITIATIVES FOR INDIVIDUALS WHO HAVE SERIOUS, PERSISTENT AND CHRONIC MENTAL HEALTH ILLNESSES AND PROBLEMS WITH OVERWEIGHT AND OBESITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUANE L ERWIN | ||||||||||||||
| CEO AI | 0 | 575926 | 0 | 216804 | 0 | 14754 | 0 | 11512 | 0 | 123114 | 0 | 942110 | 0 | 0 |
| ROGER V LUCAS | ||||||||||||||
| VP HR AI/ASST SECR | 0 | 191292 | 0 | 53812 | 0 | 20354 | 0 | 10340 | 0 | 43892 | 0 | 319690 | 0 | 0 |
| SIDNEY C SCZYGELSKI | ||||||||||||||
| CFO AI/ASST TREAS | 0 | 302883 | 0 | 85154 | 0 | 2020 | 0 | 13716 | 0 | 66240 | 0 | 470013 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | KEY EMPLOYEES OF THE COMPANY OR A PARTICIPATING AFFILIATE ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN YEAR IS JANUARY 1 TO DECEMBER 31ST. THE CONTRIBUTION MADE BY THE EMPLOYEE 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 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 CLOSES TO THE CHANGE OR TERMINATION OF EMPLOYMENT. 457F PLAN DISTRIBUTION ADMINISTERED BY A RELATED PARTY ORGANIZATION - R. LUCAS $16,647 | |
| PART III | PART I, LINE 3: FOR 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. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE PARENT ORGANIZATION, ASPIRUS, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE EXPLANATION FOR FORM 990, PART VI, LINE 7B. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE 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; AND 4) APPROVAL OF ANNUAL OPERATING AND CAPITAL EXPENDITURE BUDGETS, AND STRATEGIC AND LONG RANGE PLANS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE ORGANIZATION'S MANAGEMENT. THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, 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 DOCUMENTED IN THE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | 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 MARCH AND APRIL OF 2013 AND PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD OF ASPIRUS, INC. IN AUGUST FOR FINAL COMPENSATION DETERMINATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART VII | DUANE L. ERWIN, SIDNEY C. SCZYGELSKI, AND ROGER V. LUCAS ARE EMPLOYED BY ASPIRUS,INC., A RELATED ORGANIZATION. ASPIRUS, INC.'S PURPOSE IS TO SERVE AS A SUPPORTING ORGANIZATION TO MULTIPLE SUBSIDIARY ORGANIZATIONS. DUANE L. ERWIN, SIDNEY C. SCZYGELSKI, AND ROGER V. LUCAS WORK ON AVERAGE IN EXCESS OF 40 HOURS PER WEEK PROVIDING SERVICES TO ASPIRUS AND ITS AFFILIATES. THESE ADDITIONAL HOURS ARE REFLECTED IN LINE 2 OF COLUMN B. | EXPLANATION FOR HOURS WORKED: |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF ASPIRUS, INC., THE PARENT ORGANIZATION OF ASPIRUS HEALTH FOUNDATION, INC., ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE CONSOLIDATED AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS IN THE PAST YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391328331 | HEALTH CARE SYSTEM MANAGEMENT | WI | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| ASPIRUS WAUSAU HOSPITAL INC | |||||||||||
| 333 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391138241 | HOSPITAL | WI | 501(C)(3) | LINE 3 | 0 | ASPIRUS INC | |
| ASPIRUS BUILDINGS INC | |||||||||||
| 333 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391406537 | PROPERTY LEASING | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS INC | |
| ASPIRUS SPECIALISTS INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391945080 | MEDICAL SPECIALIST SERVICES | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS INC | |
| ASPIRUS EXTENDED SERVICES INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 390782130 | NURSING HOME SERVICES | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS INC | |
| ASPIRUS CLINICS INC | |||||||||||
| 425 PINE RIDGE BLVD | WAUSAU | WI | 54401 | 391670223 | MEDICAL SERVICES | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS INC | |
| ASPIRUS ONTONAGON HOSPITAL INC | |||||||||||
| 601 SEVENTH STREET | ONTONAGON | MI | 49953 | 260806477 | HOSPITAL | MI | 501(C)(3) | LINE 3 | 0 | ASPIRUS INC | |
| ASPIRUS VNA HOME HEALTH INC | |||||||||||
| 520 N 32ND AVENUE | WAUSAU | WI | 54401 | 390808511 | HOME HEALTHCARE SERVICES | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS INC | |
| ASPIRUS VNA EXTENDED CARE INC | |||||||||||
| 520 N 32ND AVENUE | WAUSAU | WI | 54401 | 391597350 | PERSONAL CARE SERVICES | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS VNA HOME HEALTH INC | |
| ASPIRUS DOCTOR'S CLINIC INC | |||||||||||
| 420 DEWEY STREET | WISCONSIN RAPIDS | WI | 54495 | 391972671 | MEDICAL SERVICES | WI | 501(C)(3) | LINE 9 | 0 | ASPIRUS INC | |
| ASPIRUS GRAND VIEW | |||||||||||
| N 10561 GRAND VIEW LANE | IRONWOOD | MI | 49938 | 382908586 | HOSPITAL | MI | 501(C)(3) | LINE 3 | 0 | ASPIRUS INC | |
| GRAND VIEW HOSPITAL AUXILIARY | |||||||||||
| N 10561 GRAND VIEW LANE | IRONWOOD | MI | 49938 | 237173363 | SUPPORTING ORG TO HOSPITAL'S LIFELINE EMERGENCY SYSTEM | MI | 501(C)(3) | LINE 9 | 0 | ASPIRUS GRAND VIEW | |
| ASPIRUS GRAND VIEW SERVICE CORP | |||||||||||
| N 10561 GRAND VIEW LANE | IRONWOOD | MI | 49938 | 383005582 | PHYSICIAN SERVICES | MI | 501(C)(3) | LINE 3 | 0 | ASPIRUS GRAND VIEW | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ASPIRUS NETWORK INC | ||||||||||
| 3000 WESTHILL DR 202 | WAUSAU | WI | 54401 | 391931679 | HEALTH CARE NETWORK | WI | ASPIRUS INC | C | 1.00000 | 0 |
| ASPIRUS GRAND VIEW CARING CAREGIVERS INC | ||||||||||
| N 10561 GRANDVIEW LANE | IRONWOOD | MI | 49938 | 382902754 | PERSONAL NEEDS SERVICES | MI | ASPIRUS GRAND VIEW | C | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments