MERITER HOSPITAL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MERITER HOSPITAL INC (EIN 39-0806367)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201232279349301553
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T10:28:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST WELLS STREET SUITE 1400 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806367 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MERI | NameControl |
| Phone | 6084176000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537151596 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN BOREN | Name |
| Title | CFO | Title |
| Phone | 6084176000 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RACHEL BECKER | Name |
| PTIN | P00966076 | PTIN |
| Phone | 4142713000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES WOODWARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537151596 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 590950090 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MERITER.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1898 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | MERITER HOSPITAL IS A NOT FOR PROFIT, LOCALLY GOVERNED COMMUNITY HOSPITAL. MERITER HOSPITAL PROVIDES A COMPREHENSIVE ARRAY OF PATIENT-FOCUSED INPATIENT AND OUTPATIENT SERVICES TO MEET THE HEALTH-RELATED NEEDS OF OUR COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3869 | TotalNbrEmployees |
| Total Nbr Volunteers | 730 | TotalNbrVolunteers |
| Total Gross UBI | 197510 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 102611 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 508463 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 540243 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 355327823 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 373350414 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10087792 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6212005 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5145114 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6017488 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 371069192 | TotalRevenuePriorYear |
| Total Revenue Current Year | 386120150 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 134143 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 112400 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 176990665 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 175789629 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 985573 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 158317004 | OtherExpensePriorYear |
| Other Expenses Current Year | 164649055 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 335441812 | TotalExpensesPriorYear |
| Total Expenses Current Year | 340551084 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35627380 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 45569066 | RevenuesLessExpensesCY |
| Total Assets BOY | 527282205 | TotalAssetsBOY |
| Total Assets EOY | 605180203 | TotalAssetsEOY |
| Total Liabilities BOY | 230538522 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 297376374 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 296743683 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 307803829 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MERITER HOSPITAL IS DEDICATED TO PROVIDING EXCEPTIONAL HEALTH CARE AND LIVING BY ITS MISSION TO HEAL, TEACH AND SERVE. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 305983539 | Expense |
| Grants | 112400 | Grants |
| Revenue | 374950755 | Revenue |
| Description | MERITER HOSPITAL IS A 448-BED COMMUNITY HOSPITAL THAT WAS RECOGNIZED IN 2010 AND 2011 AS A THOMPSON REUTER 100 TOP HOSPITALS AND PATIENTS RATED IN THE TOP 10 PERCENT IN THE NATION IN TERMS OF THEIR OVERALL HOSPITAL RATING AND WILLINGNESS TO RECOMMEND TO FAMILY AND FRIENDS. THIS YEAR MERITER DEDICATED SIGNIFICANT TIME AND RESOURCES TO IMPLEMENT AN ELECTRONIC MEDICAL RECORD SYSTEM INCLUDING MYCHART, MERITER CARE AND CARE EVERYWHERE IN FURTHER EFFORTS TO IMPROVE PATIENT SAFETY, QUALITY CARE AND OPERATIONAL EFFICIENCY. AS WISCONSIN'S FIFTH LARGEST HOSPITAL, MERITER HOSPITAL SERVES THE COMMUNITY BY PROVIDING A COMPREHENSIVE ARRAY OF SERVICES AND IS PROUD TO DELIVER MORE BABIES THAN ANY OTHER HOSPITAL IN THE STATE; TO RECEIVE CYCLE III ACCREDITATION FROM THE SOCIETY OF CHEST PAIN CENTERS; BE AWARDED A THREE-YEAR ACCREDITATION IN COMPUTED TOMOGRAPHY (CT). MERITER MEDICAL STAFF PROVIDES PATIENTS WITH THE GREATEST CHOICE OF HEALTH CARE PROVIDERS INCLUDING MERITER MEDICAL GROUP, UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS AND CERTIFIED NURSE-MIDWIVES AND WIDE ARRAY OF INDEPENDENT MEDICAL PROVIDERS. MERITER PROVIDES SOLUTIONS TO MANY HEALTH CARE NEEDS SUCH AS THE REGION'S ONLY HOSPITAL-BASED DENTAL CLINIC, CHILD AND ADOLESCENT PSYCHIATRY SERVICES, SEXUAL ASSAULT NURSE EXAMINER (SANE) SERVICES; AND SUPPORT TO NEW FAMILIES THROUGH THE BREASTFEEDING HELP LINE AND MOTHER-BABY HOUR, A FREE EDUCATIONAL SUPPORT PROGRAM. | Description |
| Total Program Service Expense | 305983539 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 156 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3869 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| 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 | KEVIN BOREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6084175811 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SOUTH PARK STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53715 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JAMES WOODWARD | |||||||||
| CEO/PRESIDENT | 10.00 | X | X | 0 | 722739 | 45301 | |||
| DAVE BOYER | |||||||||
| CHAIR | 6.00 | X | X | 6250 | 6250 | 0 | |||
| VIRGINIA GRAVES | |||||||||
| VICE CHAIR | 6.00 | X | X | 0 | 0 | 0 | |||
| LONDA DEWEY | |||||||||
| PAST CHAIR | 6.00 | X | X | 6250 | 6250 | 0 | |||
| DAVE ANDERSON END 711 | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| HOLLY CREMER-BERKENSTADT | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| JOAN BURKE END 611 | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| PHIL BLAKE END 611 | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| CATHERINE DURHAM | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| MICHAEL GOLDROSEN MD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| GEORGE KAMPERSCHROER | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| RICHARD LYNCH | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| BRADLEY MANNING MD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| EILEEN MERSHART | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| MARGARET NOREUIL RN PHD START 611 | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| PAUL PEERCY PHD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| DAN RASHKE START 611 | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| PAT RICHTER | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| LAURENCE ROTHSTEIN MD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| JULIE SCHURR MD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| BARBARA SWAN | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| SUSAN TOTH MD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 230482 | 11716 | ||||
| LINDA HOFF | |||||||||
| CFO/SECRETARY/TREASURER | 30.00 | X | 0 | 436209 | 39481 | ||||
| LYNNE MYERS | |||||||||
| COO/ASST SECRETARY | 35.00 | X | 0 | 441443 | 30088 | ||||
| KEVIN BOREN | |||||||||
| ASSISTANT TREASURER | 30.00 | X | 0 | 230418 | 19635 | ||||
| TIMOTHY RIDDLE END 12811 | |||||||||
| ASSISTANT TREASURER | 35.00 | X | 0 | 8277 | 0 | ||||
| SUE ERICKSON | |||||||||
| VP OF PROFESSIOAL SERVICES | 25.00 | 0 | 221590 | 46832 | X | ||||
| PATRICIA GRUNWALD | |||||||||
| CHIEF NURSING OFFICER | 35.00 | 0 | 286998 | 44607 | X | ||||
| KERRA GUFFEY | |||||||||
| CHIEF INFORMATION OFFICER | 35.00 | 0 | 323297 | 31982 | X | ||||
| TAMARA SAUNAITIS | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 35.00 | 0 | 266190 | 11251 | X | ||||
| GEOFFREY R PRIEST MD | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 0 | 412683 | 51018 | X | ||||
| KATHERINE KOSTRIVAS | |||||||||
| AVP - WOMEN HEALTH | 40.00 | 0 | 175111 | 24238 | X | ||||
| KEVIN SNITCHLER | |||||||||
| AVP - FACILITIES | 40.00 | 0 | 215871 | 29105 | X | ||||
| LOUIS S BRYSH | |||||||||
| PHYSICIAN | 40.00 | 267402 | 0 | 38748 | X | ||||
| WILLIAM HERBERT | |||||||||
| DIRECTOR - PHARMACY | 40.00 | 201904 | 0 | 44766 | X | ||||
| ROGER SLATTER | |||||||||
| CHIEF MED INFO OFFICER | 40.00 | 0 | 264393 | 16376 | X | ||||
| MARGO FRANCISCO | |||||||||
| FORMER EXECUTIVE | 0.00 | 0 | 225021 | 11688 | X | ||||
| MARY M NICK | |||||||||
| FORMER EXECUTIVE | 0.00 | 0 | 239468 | 7078 | X | ||||
| TIMOTHY PRINCE | |||||||||
| FORMER EXECUTIVE | 0.00 | 0 | 156383 | 6253 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 481806 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4869073 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 510163 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JH FINDORFF & SON INC | |||||
| 300 SOUTH BEDFORD STREET | MADISON | WI | 53703 | CONSTRUCTION | 13851735 |
| UNIVERSITY OF WISCONSIN HOSPITAL & CLINI | |||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53278 | INTERNS,RESIDENTS,MED-FLIGHT,&TEACHING | 3842854 |
| UW MEDICAL FOUNDATION | |||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53278 | INTERNS AND RESIDENTS | 3069340 |
| EPIC | |||||
| 1979 MILKY WAY LANE | VERONA | WI | 53593 | INFORMATION SYSTEMS | 1745084 |
| UNIVERSITY OF WISCONSIN | |||||
| 600 HIGHLAND AVENUE | MADISON | WI | 53278 | INTERNS AND RESIDENTS | 1694224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 63 | NumberOfContractorsGT100K |
| Related Organizations | 540243 | RelatedOrganizations |
| Total Contributions | 540243 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PATIENT SERVICE REV | 621400 | 361209625 | 361209625 | ||
| MNGT CONTRACT REVENUE | 621110 | 1605616 | 1605616 | ||
| CAFETERIA REVENUE | 722210 | 1048745 | 7048 | $1,041,697 | |
| PARKING REVENUE | 722210 | 847731 | $847,731 | ||
| CHILD CARE REVENUE | 624410 | 791102 | $791,102 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7847595 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6113418 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 77499 | UnrelatedBusinessRevenue |
| Exclusion | $1,656,678 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 373350414 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6707566 | TotalRevenueColumn |
| Unrelated Business Revenue | 36231 | UnrelatedBusinessRevenue |
| Exclusion | $6,671,335 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2677680 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2682288 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -4608 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4608 | TotalRevenueColumn |
| Unrelated Business Revenue | 76732 | UnrelatedBusinessRevenue |
| Exclusion | -$81,340 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201292602 | Securities |
| Other | 117986 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201766252 | Securities |
| Other | 139897 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -473650 | Securities |
| Other | -21911 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -495561 | TotalRevenueColumn |
| Exclusion | -$495,561 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 440758 | GrossSalesOfInventory |
| Cost Of Goods Sold | 241503 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199255 | TotalRevenueColumn |
| Related Or Exempt Function Income | 199255 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM UNCONSOLID | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5822841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5822841 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5822841 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 386120150 | TotalRevenueColumn |
| Related Or Exempt Function Income | 374950755 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 197510 | UnrelatedBusinessRevenue |
| Exclusion | $10,431,642 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67829 | Total |
| Program Services | 67829 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44571 | Total |
| Program Services | 44571 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12500 | Total |
| Management And General | 12500 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136898698 | Total |
| Program Services | 132107244 | ProgramServices |
| Management And General | 4791454 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5257828 | Total |
| Program Services | 5073804 | ProgramServices |
| Management And General | 184024 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23575948 | Total |
| Program Services | 22750790 | ProgramServices |
| Management And General | 825158 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10044655 | Total |
| Program Services | 9693092 | ProgramServices |
| Management And General | 351563 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13139474 | Total |
| Program Services | 341083 | ProgramServices |
| Management And General | 12798391 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256123 | Total |
| Management And General | 256123 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16367590 | Total |
| Program Services | 15641856 | ProgramServices |
| Management And General | 725734 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327869 | Total |
| Program Services | 311869 | ProgramServices |
| Management And General | 16000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142946 | Total |
| Program Services | 833149 | ProgramServices |
| Management And General | 309797 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10802592 | Total |
| Program Services | 10275426 | ProgramServices |
| Management And General | 527166 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203510 | Total |
| Program Services | 193579 | ProgramServices |
| Management And General | 9931 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6495862 | Total |
| Management And General | 6495862 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 984673 | Total |
| Fundraising | 984673 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22795790 | Total |
| Program Services | 21683355 | ProgramServices |
| Management And General | 1112435 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861801 | Total |
| Program Services | 819746 | ProgramServices |
| Management And General | 42055 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 46218526 | 43963062 | 2255464 |
| STATE REV ASSESSMENT | 11802012 | 11802012 | |
| BAD DEBT EXPENSE | 6069895 | 5773684 | 296211 |
| EQUIPMENT RENTAL & MAIN | 5487395 | 5219610 | 267785 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21692997 | Total |
| Program Services | 19387778 | ProgramServices |
| Management And General | 2304319 | ManagementAndGeneral |
| Fundraising | 900 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340551084 | Total |
| Program Services | 305983539 | ProgramServices |
| Management And General | 33581972 | ManagementAndGeneral |
| Fundraising | 985573 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107505 | BOY |
| EOY | 160196 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25992088 | BOY |
| EOY | 32132295 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39510233 | BOY |
| EOY | 31548904 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56307170 | BOY |
| EOY | 89463830 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3317243 | BOY |
| EOY | 3387821 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3350287 | BOY |
| EOY | 3353641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 474479650 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 266225987 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193376362 | BOY |
| EOY | 208253663 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171865494 | BOY |
| EOY | 200324078 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33455823 | BOY |
| EOY | 36555775 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 527282205 | BOY |
| EOY | 605180203 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37084997 | BOY |
| EOY | 38663872 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173166910 | BOY |
| EOY | 213556070 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4052091 | BOY |
| EOY | 3581233 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16234524 | BOY |
| EOY | 41575199 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230538522 | BOY |
| EOY | 297376374 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290773794 | BOY |
| EOY | 301394600 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5666887 | BOY |
| EOY | 6106227 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303002 | BOY |
| EOY | 303002 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296743683 | BOY |
| EOY | 307803829 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 527282205 | BOY |
| EOY | 605180203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 45569066 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -34508920 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | MERITER HOSPITAL IS A MEMBER OF WHA AND AHA, AND PAYS DUES OF $85,644 AND $47,686, RESPECTIVELY. A PORTION OF THESE DUES ARE USED FOR LOBBYING; HOWEVER, THESE ORGANIZATIONS ARE NOT REQUIRED TO DISCLOSE THE LOBBYING PERCENTAGE PURSUANT TO IRC SEC. 6033. AS SUCH, MERITER HOSPITAL HAS NOT DISCLOSED THE AMOUNT OF LOBBYING RELATED TO THESE DUES ABOVE. MERITER DOES NOT ENGAGE IN ANY DIRECT LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7925938 | OtherCostOrOtherBasis |
| Book Value | 7925938 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 254031686 | OtherCostOrOtherBasis |
| Depreciation | 120104298 | Depreciation |
| Book Value | 133927388 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600200 | OtherCostOrOtherBasis |
| Depreciation | 203279 | Depreciation |
| Book Value | 396921 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 196312500 | OtherCostOrOtherBasis |
| Depreciation | 145918410 | Depreciation |
| Book Value | 50394090 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15609326 | OtherCostOrOtherBasis |
| Book Value | 15609326 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 208253663 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM MERITER FOUNDATION, INC. | 7391899 |
| OTHER LONG TERM ASSETS | 3754474 |
| INVESTMENT IN JOINT VENTURES | 24165328 |
| LOAN RECEIVABLE NET OF CURRENT | 1244074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 36555775 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREMENT LIABILITY | $40,700,633 |
| INSURANCE RESERVES | $586,000 |
| ASSET RETIREMENT OBLIGATION | $288,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41575199 | TotalOfAmounts |
| Total Revenue | 386120150 | TotalRevenue |
| Total Expenses | 340551084 | TotalExpenses |
| Excess Or Deficit For Year | 45569066 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2175637 | NetUnrealizedGLOnInvestments |
| Other | -$32,333,283 | OtherAmount |
| Total Adjustments | -34508920 | TotalAdjustments |
| Excess Or Deficit Per FS | 11060146 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE HOSPITAL ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. THIS GUIDANCE ADDRESSES THE DETERMINATION OF HOW TAX CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER ASC 740-10, THE HOSPITAL MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS, AND REQUIRES INCREASED DISCLOSURES. AS OF DECEMBER 31,2010 AND 2011, THE HOSPITAL DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | SWAP GAIN LOSS -6,038,490. MINIMUM PENSION AND UNRECOGNIZED RETIREE MED BEN -26,010,410. ASSETS RELEASED FROM RESTRICTION 314,273. RELEASED FOR CAPITAL AND OTHER 246,290. TEMPORARY RESTRICTED TRANSFERS - FOUNDATION 1,011,693. WRITE-DOWN OF LANDE -854,208. OTHER -1,002,431. TOTAL TO SCHEDULE D, PART XI, LINE 8: -32,333,283. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500.000000000000 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 16106 | PersonsServed |
| Total Community Benefit Expense | 5725750 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 5725750 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01710 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 24964 | PersonsServed |
| Total Community Benefit Expense | 56114969 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 37167981 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 18946988 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05660 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 968 | PersonsServed |
| Total Community Benefit Expense | 2490684 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2195639 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 295045 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 42038 | PersonsServed |
| Total Community Benefit Expense | 64331403 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 39363620 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 24967783 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07460 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 96 | NumberOfActivitiesOrPrograms |
| Persons Served | 51244 | PersonsServed |
| Total Community Benefit Expense | 628266 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 8100 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 620166 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00190 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 72 | NumberOfActivitiesOrPrograms |
| Persons Served | 9554 | PersonsServed |
| Total Community Benefit Expense | 7684883 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1352860 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6332023 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01890 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 5 | NumberOfActivitiesOrPrograms |
| Persons Served | 3230 | PersonsServed |
| Total Community Benefit Expense | 2294280 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2294280 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00690 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 112 | NumberOfActivitiesOrPrograms |
| Persons Served | 20525 | PersonsServed |
| Total Community Benefit Expense | 651221 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 8430 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 642791 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00190 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 285 | NumberOfActivitiesOrPrograms |
| Persons Served | 84553 | PersonsServed |
| Total Community Benefit Expense | 11258650 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1369390 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9889260 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02960 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 285 | NumberOfActivitiesOrPrograms |
| Persons Served | 126591 | PersonsServed |
| Total Community Benefit Expense | 75590053 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 40733010 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 34857043 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10420 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 1418 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1418 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 18 | NumberOfActivitiesOrPrograms |
| Persons Served | 60 | PersonsServed |
| Total Community Building Expense | 23958 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 23958 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 1481 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1481 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 6929 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 6929 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 546 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 546 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 10 | PersonsServed |
| Total Community Building Expense | 46397 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 46397 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 32 | NumberOfActivitiesOrPrograms |
| Persons Served | 70 | PersonsServed |
| Total Community Building Expense | 80729 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 80729 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $2,288,350 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 71088002 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 85713597 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -14625595 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER HOSPITAL INC | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S PARK STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53715 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 500.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Permit Report To Credit Agency | X | PermitReportToCreditAgency |
| Collection Activities | 1 | CollectionActivities |
| Report To Credit Agency | X | ReportToCreditAgency |
| Lawsuit | X | Lawsuit |
| Notify Upon Admission | X | NotifyUponAdmission |
| Notify Before Discharge | X | NotifyBeforeDischarge |
| Notified All Patients | X | NotifiedAllPatients |
| Documented Determination | X | DocumentedDetermination |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Average Negotiated Rates | X | AverageNegotiatedRates |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 7 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (7 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| MAX W POHL DENTAL CLINIC | ||||
| 202 S PARK ST | MADISON | WI | 53715 | DENTAL SERVICES |
| MERITER REHABILITATION MEDICINE | ||||
| 202 S PARK ST | MADISON | WI | 53715 | REHABILITATION SERVICES |
| WOMAN CARE CLINIC | ||||
| 20 S PARK ST | MADISON | WI | 53715 | GYNECOLOGICAL SERVICES |
| CHILD & ADOLESCENT PSYCHIATRY | ||||
| 8001 RAYMON ROAD | MADISON | WI | 53719 | INPATIENT PSYCHIATRY SERVICES |
| MERITER NEWSTART | ||||
| 1015 GAMMON LANE | MADISON | WI | 53719 | SUBSTANCE ABUSE TREATMENT PROGRAM |
| MERITER WELLNESS CENTER | ||||
| 2501 W BELTLINE HIGHWAY SUIT 207 | MADISON | WI | 53713 | CARDIOVASCULAR AND PULMONARY REHABILITATION AND NUTRITION |
| CENTER FOR PERINATAL CARE | ||||
| 202 S PARK ST | MADISON | WI | 53715 | PREGNANCY CARE |
Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 6A: A COMMUNITY BENEFIT REPORT IS FILED ON BEHALF OF MERITER HEALTH SERVICES, INC.; MERITER HOSPITAL, INC. IS A SUBSIDIARY. THE COMMUNITY BENEFIT TEXT IN THIS RETURN REPRESENTS THE HOSPITAL. | ||
| PART I, LINE 7: COSTING METHODOLOGY: THE RATIO OF COSTS TO CHARGES IS BASED ON WORKSHEET 3 OF SCHEDULE H. | ||
| PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 6069895. | ||
| PART II: MERITER STRIVES TO HELP CREATE A HEALTHY COMMUNITY INCLUDING A SAFE ENVIRONMENT, INTERCONNECTED NEIGHBORHOODS WITH ADEQUATE AND AFFORDABLE HOUSING, STRONG SCHOOLS AND A PREPARED AND DIVERSE WORKFORCE. THROUGH PARTNERSHIPS WITH AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY GROUPS, MERITER IS WORKING TO STRENGTHEN THE COMMUNITY THROUGH SPONSORSHIPS AND INVOLVEMENT IN BAYVIEW COMMUNITY FOUNDATION, GREENBUSH DAY COMMUNITY CELEBRATION, NEIGHBORHOOD HOUSE, AND HABITAT FOR HUMANITY, AND SUPPORT OF A NEIGHBORHOOD HOUSING INITIATIVE. ALL OF THESE GROUPS, AND OTHERS, CREATE OPPORTUNITIES FOR SAFE AND AFFORDABLE HOUSING, FAMILY-BASED EVENTS, AND STRENGTHENING THE NEIGHBORHOODS THROUGH RAISING AWARENESS OF COMMUNITY RESOURCES AND NEIGHBORHOOD ASSETS. NEIGHBORHOOD HOUSE, IN PARTICULAR, HAS EXPANDED ITS AFTERSCHOOL ACTIVITIES AND SUMMER CAMP PROGRAM. THIS PROGRAM INTRODUCED CHILDREN TO AREAS OF THE COMMUNITY MANY HAD NOT EXPERIENCED INCLUDING FIELD TRIPS TO THE UNIVERSITY, ZOO AND TO A LOCAL COMMUNITY GARDEN. THE GREENBUSH DAY COMMUNITY CELEBRATION INVOLVED AREA RESTAURANTS AND PERFORMING ARTS GROUPS TO BRING TOGETHER RESIDENTS AND FORMER RESIDENTS OF AN ETHNICALLY DIVERSE AND LOCALLY HISTORICALLY SIGNIFICANT NEIGHBORHOOD. THIS CELEBRATION BROUGHT TOGETHER DIVERSE COMMUNITY MEMBERS TO HELP PLAN AND PARTICIPATE IN THIS ON-GOING COMMUNITY CELEBRATION. MERITER LED THE WAY IN ESTABLISHING A WORK-FORCE HOUSING INITIATIVE FOR A RAPIDLY CHANGING NEIGHBORHOOD. THE INITIATIVE, WHICH INCLUDES PARTNERS FROM OTHER AREA EMPLOYERS, HAS GROWN IN TO A SEPARATE ORGANIZATION WHICH PROVIDES HOME-BUYER EDUCATION, BUDGETING, AND OTHER FINANCIAL LITERACY. FINALLY, MERITER IS WORKING WITH COMMUNITY GROUPS SUCH AS THE URBAN LEAGUE TO FUND TRAINING PROGRAMS, SCHOLARSHIPS AND TUTORING PROGRAMS. THROUGH SUPPORT OF EDUCATIONAL PROGRAMS, MERITER IS HELPING INCREASE JOB OPPORTUNITIES FOR AREA RESIDENTS, THEREBY INCREASING JOB SECURITY. | ||
| PART III, LINE 4: THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A BAD DEBT FOOTNOTE. THE HOSPITAL REPORTS ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD PARTY PAYERS, PATIENTS AND OTHERS. THE HOSPITAL PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON THE REVIEW OF OUTSTANDING RECEIVEABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. COSTING METHODOLOGY: THE RATIO OF PATIENT CARE COST TO CHARGES IS APPLIED TO THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS THAT ARE REPORTED ON LINE 2. THE RATIO OF COSTS TO CHARGES IS BASED ON WORKSHEET 3 OF SCHEDULE H. | ||
| PART III, LINE 8: THE MEDICARE SHORTFALL WAS NOT INCLUDED AS COMMUNITY BENEFIT. | ||
| PART III, LINE 9B: WE NOTIFY PATIENTS OF THEIR FINANCIAL RESPONSIBILITY AS WELL AS OUR CHARITY CARE POLICY. OUR COLLECTION AGENCIES ARE EDUCATED ON OUR FAHCP (FINANCIAL ASSISTANCE FOR HEALTH CARE PROGRAM) AND WE FOLLOW WHA (WISCONSIN HOSPITAL ASSOCIATION) GUIDELINES. OUR POLICY STATES "PATIENT ACCOUNTS IN THE PROCESS OF FINANCIAL AID REVIEW WILL NOT KNOWINGLY BE SENT TO COLLECTIONS." | ||
| PART VI, LINE 2: MERITER UTILIZES LOCAL PUBLIC HEALTH DATA AND THE STATE HEALTH PLAN, HEALTHIEST WISCONSIN 2020, TO ESTABLISH ITS COMMUNITY BENEFIT PLAN. | ||
| PART VI, LINE 3: WE NOTIFY PATIENTS OF THEIR FINANCIAL RESPONSIBILITY AS WELL AS OUR CHARITY CARE POLICY. OUR COLLECTION AGENCIES ARE EDUCATED ON OUR FAHCP (FINANCIAL ASSISTANCE FOR HEALTH CARE PROGRAM) AND WE FOLLOW WHA (WISCONSIN HOSPITAL ASSOCIATION) GUIDELINES. OUR POLICY STATES "PATIENT ACCOUNTS IN THE PROCESS OF FINANCIAL AID REVIEW WILL NOT KNOWINGLY BE SENT TO COLLECTIONS." | ||
| PART VI, LINE 4: MERITER'S PRIMARY SERVICE AREA IS DANE COUNTY. DANE COUNTY IS HOME TO THE STATE CAPITOL, A MAJOR UNIVERSITY, AS WELL AS A MIX OF LARGE EMPLOYERS. THE COMMUNITY IS A A SMALL URBAN AREA SURROUNDED BY SMALL TOWNS AND RURAL FARMS. THE COMMUNITY IS NEARLY 85% WHITE, NEARLY 6% HISPANIC, 5 % BLACK AND NEARLY 5% ASIAN. OVER 94% OF COUNTY RESIDENTS OVER THE AGE OF 25 HAVE COMPLETED HIGH SCHOOL AND OVER 45% HAVE AT LEAST A BACHELOR'S DEGREE. DESPITE THE HIGH EDUCATION LEVELS, 11.6% OF THE POPULATION LIVES BELOW THE POVERTY LINE. | ||
| PART VI, LINE 5: MERITER IS A LOCALLY MANAGED AND A LOCALLY GOVERNED HOSPITAL. THE COMMUNITY-BASED BOARD OF DIRECTORS IS COMMITTED TO PROTECTING THE HEALTH OF THE COMMUNITY THROUGH SUSTAINING SEVERAL OF MERITER'S PROGRAMS AND SERVICES THAT ONLY MERITER PROVIDES. SEVERAL YEARS AGO, THE BOARD MADE A PLEDGE TO CONTINUE TO PROVIDE CHILD AND ADOLESCENT PSYCHIATRIC SERVICES EVEN WHEN OTHER PROVIDERS WERE UNABLE TO PROVIDE ANY SUPPORT. SIMILARLY, MERITER PROVIDES THE ONLY HOSPITAL BASED DENTAL RESIDENCY PROGRAM IN THE AREA. THIS SERVICE OFFERS AN OPTION FOR THOSE WHO CANNOT BE SEEN IN A STANDARD DENTAL OFFICE WHETHER THAT REASON IS FOR AN ILLNESS OR A BEHAVIORAL OR COGNITIVE DISABILITY. BOTH OF THESE SERVICES OFTEN OPERATE AT A LOSS FOR THE ORGANIZATION. HOWEVER, THE BOARD IS COMMITTED TO ENSURING THAT MERITER CONTINUE TO PROVIDE THIS RESOURCE TO THE COMMUNITY. | ||
| PART VI, LINE 6: | ||
| WI | REPORTS FILED WITH STATES | PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITER FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S PARK STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537151596 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 237098688 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 30753 | AmountOfCashGrant |
| Purpose Of Grant | HOSPITAL PROGRAMS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | HOSPITAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 23 | NumberOfRecipients |
| Amount Of Cash Grant | 44571 | AmountOfCashGrant |
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: GRANTS ARE MADE UPON A SPECIFIC PROJECT REQUEST AND ONLY MADE TO ORGANIZATIONS THAT WE HAVE A WORKING RELATIONSHIP WITH AND SHARE A COMMON GOAL OF COMMUNITY BENEFIT. GRANTS ARE ONLY MADE TO 501(C)(3) ORGANIZATIONS WHICH MUST COMPLETE FORM 990S AND ANNUAL REPORTS. PART III - SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS WHO HAVE SUBMITTED REQUIRED APPLICATION AND SUPPORTING DOCUMENTATION. A SELECTION COMMITTEE REVIEWS THE REQUESTS, EVALUATES EACH APPLICATION BASED UPON FINANCIAL NEED, ACADEMIC RECORD, EXTRA CURRICULAR WORK/VOLUNTEERING, RECOMMENDATION AND ESSAY. CHECKS ARE ISSUED TO THE ACADEMIC INSTITUTION ON THE STUDENT'S BEHALF. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES WOODWARD | |||||||||||||
| 0 | 500602 | 0 | 191621 | 0 | 30516 | 0 | 16047 | 0 | 29254 | 0 | 768040 | 0 | 0 |
| SUSAN TOTH MD | |||||||||||||
| 0 | 187333 | 0 | 40000 | 0 | 3149 | 0 | 0 | 0 | 11716 | 0 | 242198 | 0 | 0 |
| LINDA HOFF | |||||||||||||
| 0 | 327438 | 0 | 108212 | 0 | 559 | 0 | 24496 | 0 | 14985 | 0 | 475690 | 0 | 0 |
| LYNNE MYERS | |||||||||||||
| 0 | 329196 | 0 | 111037 | 0 | 1210 | 0 | 15350 | 0 | 14738 | 0 | 471531 | 0 | 0 |
| KEVIN BOREN | |||||||||||||
| 0 | 200968 | 0 | 29118 | 0 | 332 | 0 | 4636 | 0 | 14999 | 0 | 250053 | 0 | 0 |
| SUE ERICKSON | |||||||||||||
| 0 | 169755 | 0 | 44556 | 0 | 7279 | 0 | 24394 | 0 | 22438 | 0 | 268422 | 0 | 0 |
| PATRICIA GRUNWALD | |||||||||||||
| 0 | 212895 | 0 | 63992 | 0 | 10111 | 0 | 30460 | 0 | 14147 | 0 | 331605 | 0 | 0 |
| KERRA GUFFEY | |||||||||||||
| 0 | 243782 | 0 | 78911 | 0 | 604 | 0 | 15717 | 0 | 16265 | 0 | 355279 | 0 | 0 |
| TAMARA SAUNAITIS | |||||||||||||
| 0 | 166283 | 0 | 40000 | 0 | 59907 | 0 | 0 | 0 | 11251 | 0 | 277441 | 0 | 0 |
| GEOFFREY R PRIEST MD | |||||||||||||
| 0 | 319741 | 0 | 90680 | 0 | 2262 | 0 | 22801 | 0 | 28217 | 0 | 463701 | 0 | 0 |
| KATHERINE KOSTRIVAS | |||||||||||||
| 0 | 146326 | 0 | 28278 | 0 | 507 | 0 | 10861 | 0 | 13377 | 0 | 199349 | 0 | 0 |
| KEVIN SNITCHLER | |||||||||||||
| 0 | 174190 | 0 | 41010 | 0 | 671 | 0 | 13349 | 0 | 15756 | 0 | 244976 | 0 | 0 |
| LOUIS S BRYSH | |||||||||||||
| 190312 | 0 | 45718 | 0 | 31372 | 0 | 22909 | 0 | 15839 | 0 | 306150 | 0 | 0 | 0 |
| WILLIAM HERBERT | |||||||||||||
| 165497 | 0 | 29304 | 0 | 7103 | 0 | 30606 | 0 | 14160 | 0 | 246670 | 0 | 0 | 0 |
| ROGER SLATTER | |||||||||||||
| 0 | 213750 | 0 | 49354 | 0 | 1289 | 0 | 14775 | 0 | 1601 | 0 | 280769 | 0 | 0 |
| MARGO FRANCISCO | |||||||||||||
| 0 | 136383 | 0 | 36717 | 0 | 51921 | 0 | 10645 | 0 | 1043 | 0 | 236709 | 0 | 0 |
| MARY M NICK | |||||||||||||
| 0 | 81360 | 0 | 62868 | 0 | 95240 | 0 | 4769 | 0 | 2309 | 0 | 246546 | 0 | 0 |
| TIMOTHY PRINCE | |||||||||||||
| 0 | 0 | 0 | 30430 | 0 | 125953 | 0 | 0 | 0 | 6253 | 0 | 162636 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | BUSINESS CLUB DUES WERE PAID FOR TWO PEOPLE. THE BUSINESS CLUB IS AN IRS SECTION 501(C)(7). |
| PART I, LINES 4A-B | SEVERANCE PAYMENTS WERE RECEIVED BY THE FOLLOWING INDIVIDUALS: - TIMOTHY PRINCE - $125,953 - MARY NICK - $92,188 - MARGO FRANCISCO - $51,750 AMOUNTS LISTED INCLUDE EMPLOYEE DEFERRALS, WHERE APPLICABLE: - M. NICK $4,137 WHILE SELECT INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, NO PAYMENTS WERE RECEIVED IN 2011. |
| PART I, LINE 7 | SYSTEM WIDE PERFORMANCE MEASURES, WITH A FINANCIAL THRESHOLD COMPONENT, MUST BE MET TO QUALIFY FOR THE OVERALL INCENTIVE. ONCE MET, VARIOUS ESTABLISHED GOALS ARE MEASURED WHICH INCLUDE SPECIFIC PERFORMANCE IMPROVEMENT SAVINGS, DAYS CASH ON HAND, OPERATING MARGIN. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS #1992A | |||||||
| 391337855 | 97710BBH4 | 2008-05-21 | 23750000 | CURRENT REFUNDING OF 2006 SERIES A | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS # 2002 | |||||||
| 391337855 | 97710BBJ1 | 2008-05-21 | 28400000 | CURRENT REFUNDING OF 2006 SERIES B | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTH AUCTION RATE BONDS #2006A | |||||||
| 391337855 | 97710BBK7 | 2008-05-21 | 34940000 | CURRENT REFUNDING OF 2006 SERIES C | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTH AUCTION RATE BONDS #2006B | |||||||
| 391337855 | 97710BKL5 | 2009-07-28 | 50000000 | CONSTRUCT AND EQUIP HOSPITAL FACILITIES | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund |
|---|---|---|---|---|---|---|---|---|
| 23750000 | 1369247 | 22380752 | 2009 | 1 | 0 | 1 | 1 | |
| 28400000 | 28400000 | 2009 | 1 | 0 | 1 | 1 | ||
| 34940000 | 34940000 | 2009 | 1 | 0 | 1 | 1 | ||
| 50000000 | 1627314 | 44898623 | 0 | 0 | 1 | 1 | 3649677 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 1 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 1 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|
| PIPER JAFFREY | |||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | ||
| PIPER JAFFREY | |||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | ||
| NA | |||||||||
| 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | NA | 0 |
| NA | |||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | NA | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS #2011 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| CUSIP Number | 97710BG71 | CUSIPNumber |
| Date Issued | 2011-06-08 | DateIssued |
| Issue Price | 40000000 | IssuePrice |
| Description Of Purpose | HOSPITAL CONSTRUCTION AND EQUIPMENT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 39630769 | TotalProceeds |
| Issuance Costs From Proceeds | 556800 | IssuanceCostsFromProceeds |
| Capital Expenditures | 32561390 | CapitalExpenditures |
| Amount Unspent | 7127814 | AmountUnspent |
| Year Of Subst Completion | 2013 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LONDA DEWEY | |||
| PAST BOARD CHAIR | 57200 | CONTRACT: MS. DEWEY, A MERITER HEALTH SERVICES AND MERITER HOSPITAL BOARD MEMBER, IS PRESIDENT OF THE QTI ORGANIZATION, WHICH PROVIDES CONSULTING SERVICES TO MERITER HOSPITAL. THE TRANSACTION LISTED RELATES TO A CONSULTING ARRANGEMENT THAT WAS COMPLETED AT ARM'S LENGTH COMMERCIAL TERMS. | 0 |
| RICH LYNCH | |||
| BOARD MEMBER | 16595419 | CONSTRUCTION: MR. LYNCH, A MERITER HEALTH SERVICES AND MERITER HOSPITAL BOARD MEMBER, IS PRESIDENT OF THE FINDORFF ORGANIZATIONS WHICH PROVIDED CONSTRUCTION CONTRACT SERVICES TO MERITER HOSPITAL. THE TRANSACTIONS LISTED RELATE TO CONSTRUCTION CONTRACTS THAT WERE COMPLETED AT ARM'S LENGTH COMMERCIAL TERMS. MR. LYNCH RECUSES HIMSELF FROM ALL CONSTRUCTION-RELATED VOTES OF THE HOSPITAL. | 0 |
| (no name) | |||
| 0 | |||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | IN 2011, MERITER CONTINUED TO MEET PATIENT NEEDS BY IMPLEMENTING A NEW PEDIATRIC CARE MODEL WHICH INVOLVED OPENING A NEW PEDIATRIC CENTER TO PROVIDE EMERGENCY, OBSERVATION AND INPATIENT CARE; OPENED A NEW DIGESTIVE HEALTH CENTER, PROVIDING GREATER PATIENT PRIVACY AND SERVICE FOR PREVENTION, EARLY DETECTION AND TREATMENT OF GASTROINTESTINAL DISEASE; AND LEADING EDGE ORTHOPEDIC CARE WITH THE INTRODUCTION OF MAKOPLASTY KNEE REPLACEMENT PROCEDURE. |
| FORM 990, PART VI, SECTION A, LINE 2 | LONDA DEWEY AND DANIEL RASHKE HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MERITER HEALTH SERVICES (MHS) IS THE SOLE VOTING MEMBER OF MERITER HOSPITAL. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MERITER HEALTH SERVICES (MHS) IS THE SOLE VOTING MEMBER OF MERITER HOSPITAL AND, AS SUCH, THE MHS BOARD ELECTS THE MEMBERS OF THE MERITER HOSPITAL BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTIONS REQUIRE THE PRIOR AUTHORIZATION OR APPROVAL OF THE MHS BOARD AS VOTING MEMBER OF THE CORPORATION,: (A) MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; (C) A SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION; (D) THE ESTABLISHMENT, FORMATION, ACQUISITION, MERGER, CONSOLIDATION OR DISSOLUTION OF ANY SUBSIDIARY CORPORATION OF THE CORPORATION; (E) THE ADOPTION OF THE AGGREGATE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (F) AGGREGATE BORROWING FOR PERIODS OF ONE (1) YEAR OR LESS FOR ANY PURPOSE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME; AND AGGREGATE BORROWING FOR PERIODS OF MORE THAN ONE (1) YEAR FOR ANY PURPOSE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME. FOR THE PURPOSE OF THIS SUBPARAGRAPH, THE TERM AGGREGATE BORROWING MEANS BORROWINGS NOT PREVIOUSLY INCLUDED IN THE OPERATING AND/OR CAPITAL BUDGETS, AND INCLUDES BUT IS NOT LIMITED TO LEASE AGREEMENTS AND CONTRACTS FOR SALE; (G) THE PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, AND ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A VALUE IN EXCESS OF A DOLLAR AMOUNT TO BE ESTABLISHED BY THE VOTING MEMBER FROM TIME TO TIME, NOT PREVIOUSLY INCLUDED IN THE CAPITAL BUDGET; (H) THE APPOINTMENT OF THE INDEPENDENT AUDITOR AND CORPORATE COUNSEL. | |
| FORM 990, PART VI, SECTION B, LINE 11 | MERITER CONTRACTS WITH AN OUTSIDE PUBLIC ACCOUNTING FIRM TO PREPARE ALL INCOME TAX RETURNS. MERITER'S ACCOUNTING DEPARTMENT STAFF COMPLETES AND THE CONTROLLER REVIEWS THE COMPREHENSIVE TAX ORGANIZER PROVIDED BY THE TAX FIRM. THE CORPORATE CONTROLLER AND THE TAX FIRM WORK TOGETHER TO PREPARE TAX RETURNS TO REFLECT INFORMATION THAT AFFECTS THE FORM 990. TWO WEEKS PRIOR TO FILING, THE RETURNS WILL BE POSTED TO THE BOARD GOVERNANCE INTERNAL WEB SITE ACCOMPANIED BY A MEMO HIGHLIGHTING THE KEY POINTS OF INTEREST FOR THE FILING YEAR AND CONTAINING THE ANTICIPATED FILING DATE IN ADDITION TO PROVIDING CONTACT INFORMATION FOR FURTHER INQUIRY BY THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE HOSPITAL BOARDS OF DIRECTORS CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ON A PROACTIVE BASIS, DECLARATIONS OF POTENTIAL CONFLICTS OF INTEREST ARE SIGNED WHEN EACH DIRECTOR JOINS THE BOARD AND ANNUALLY THEREAFTER. THE CEO AND BOARD CHAIR MONITOR THE POTENTIAL CONFLICTS DISCLOSED BY BOARD MEMBERS AND MANAGE ATTENDANCE AT MEETINGS AND PARTICIPATION IN VOTES ACCORDING TO THE ISSUE ON THE AGENDA. INDIVIDUAL DIRECTORS ALSO MONITOR THEIR POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM BOARD DISCUSSION AND/OR VOTES AS REQUIRED BY THE CIRCUMSTANCES. THE PROCESS OF MANAGING CONFLICTS OF INTEREST IS RECORDED IN THE MEETING MINUTES. BELOW IS THE 2011 CONFLICT OF INTEREST DISCLOSURE: DRS. ROTHSTEIN AND PRIEST ARE MEMBERS OF PHYSICIAN PLUS INVESTMENT GROUP LLP WHICH IS A 1/3 OWNER OF PHYSICIANS PLUS INSURANCE CORPORATION WHERE MERITER HEALTH SERVICES OWNS THE REMAINING 2/3. DR. ROTHSTEIN IS THE MANAGING PARTNER OF PPIG LLP AND DR. PRIEST IS A NON-VOTING MEMBER OF SAME. DR. MANNING, A BOARD MEMBER OF MERITER HOSPITAL, ALSO IS A MEMBER OF UW MEDICAL FOUNDATION. MERITER PAYS TEACHING STIPENDS TO UW MEDICAL FOUNDATION PHYSICIANS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MERITER HEALTH SERVICES BOARD OF DIRECTORS APPROVES EXECUTIVE COMPENSATION PHILOSOPHY AND STRATEGY. THE BOARD OF DIRECTORS AUTHORIZES A SUB-COMMITTEE OF THE BOARD TO MAKE COMPENSATION DECISIONS WHILE RETAINING OVERSIGHT OF SAID COMMITTEE. AN EXTERNAL HUMAN RESOURCES CONSULTING FIRM IS ENGAGED BY THE BOARD OF DIRECTORS' SUB-COMMITTEE. THIS FIRM COLLECTS AND REVIEWS ALL ORGANIZATIONAL INFORMATION, COMPENSATION DATA, AND BACKGROUND INFORMATION MATCHING ALL EXECUTIVE POSITIONS TO SURVEY BENCHMARKS. USING THIS INFORMATION THE CONSULTING FIRM PRODUCES ESTIMATED MARKET VALUES FOR EACH EXECUTIVE AND RECOMMENDS ANY NECESSARY CHANGES WITH EXECUTIVE COMPENSATION TO THE BOARD COMMITTEE FOR THEIR DECISION. | |
| FORM 990, PART VI, SECTION C, LINE 18 | BECAUSE THE ORGANIZATION FILED ITS FORM 1023 BEFORE JULY 1987 AND DID NOT HAVE A COPY OF FORM 1023 ON THAT DATE, IT IS NOT REQUIRED TO MAKE ITS FORM 1023 AVAILABLE FOR PUBLIC INSPECTION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AS PRIVATE CORPORATIONS, THE GOVERNING DOCUMENTS ARE NOT MADE PUBLIC. THE CONFLICT OF INTEREST POLICY IS NOT GENERALLY MADE PUBLIC, BUT WOULD BE DISCLOSED TO INTERESTED PARTIES IN THE CONTEXT OF ANY ISSUE THAT MIGHT ARISE. FINANCIAL INFORMATION CONTAINED WITHIN THE 990S IS AVAILABLE TO THE PUBLIC ON GUIDESTAR AND ARE AVAILABLE UPON REQUEST OF ADMINISTRATION. | |
| AVG HOURS DEVOTED TO RELATED ORG(S) WHEN RELATED COMP IS REPORTED: | FORM 990, PART VII: | ALL LISTED MERITER EMPLOYERS REPORTED ON THIS FORM 990 WORK, ON AVERAGE, A MINIMUM OF 40 HOURS PER WEEK FOR THE MERITER ENTITIES. THE DIFFERENCE BETWEEN 40 HOURS AND THE HOURS REPORTED ON FORM 990, PART VII REPRESENTS THE ESTIMATED HOURS WORKED FOR OTHER MERITER ENTITIES BASED ON A 40-HOURS PER WEEK. HOWEVER, IN MOST CASES, THESE INDIVIDUALS WORK FOR MORE THAN 40 HOURS PER WEEK. |
| COMPENSATION FOR SUSAN TOTH, MD | FORM 990, PART VII | THE COMPENSATION PAID TO SUSAN TOTH, M.D. REFLECTS PAYMENT FOR HER SERVICES AS PHYSICIAN TO MERITER MEDICAL GROUP, INC., A RELATED ORGANIZATION, NOT REMUNERATION FOR HER PARTICIPATION ON THE BOARD OF TRUSTEES OF MERITER HOSPITAL OR MERITER HEALTH SERVICES. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,175,637. SWAP GAIN LOSS -6,038,490. MINIMUM PENSION AND UNRECOGNIZED RETIREE MED BEN -26,010,410. ASSETS RELEASED FROM RESTRICTION 314,273. RELEASED FOR CAPITAL AND OTHER 246,290. TEMPORARY RESTRICTED TRANSFERS - FOUNDATION 1,011,693. WRITE-DOWN OF LANDE -854,208. OTHER -1,002,431. TOTAL TO FORM 990, PART XI, LINE 5: -34,508,920. |
| FORM 990, PART VII & SCHEDULE J: | FORM 990 RULES FOR REPORTING EMPLOYEE VOLUNTARY DEFERRALS OF INCOME DISTORTS THE ACCURACY OF THE PRESENTATION OF THE EMPLOYEE'S BASE COMPENSATION. THEREFORE, THE VOLUNTARY DEFERRALS FOR TWO EXECUTIVES ARE REPORTED HERE. J. WOODWARD AND P. GRUNWALD DEFERRED $38,788 AND $33,674 OF THEIR BASE COMPENSATION, RESPECTIVELY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MERITER HEALTH SERVICES INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391412318 | PARENT OF MERITER ENTITIES - SUPPORT NONPROFIT SUBSIDIARIES | WI | 501(C)(3) | LINE 11B, II | MERITER HOSPITAL INC | 1 |
| MERITER FOUNDATION INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 237098688 | CHARITABLE SUPPORT FOR HEALTH CARE NEEDS | WI | 501(C)(3) | LINE 7 | MERITER HEALTH SERVICES INC | 0 |
| MERITER MEDICAL GROUP INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 050545222 | CLINICAL SUPPORT OF MERITER HOSPITAL, INC. | WI | 501(C)(3) | LINE 11B, II | MERITER HOSPITAL INC | 1 |
| SHARED MAGNETIC RESONANCE IMAGING FACILITY INC | ||||||||||
| 1104 JOHN NOLEN DR | MADISON | WI | 53713 | 391534744 | MEDICAL TECHNOLOGY | WI | 501(C)(3) | LINE 11A, I | MERITER HOSPITAL INC | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERITER REAL ESTATE LLC | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 201455471 | REAL ESTATE MANAGEMENT | WI | MERITER HOSPITAL INC | RELATED | 109338 | 0 | 1 | 0.99000 | |
| MERITER UWMF PHYSICIAN CONTRACTING LLC | |||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 391998819 | HEALTH CARE CONTRACTING SERVICES | WI | N/A | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERITER HEALTH ENTERPRISES INC | ||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391293620 | HEALTHCARE RELATED ACTIVITIES | WI | N/A | C | ||||
| HCP CORPORATION | ||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391177562 | RENTAL PROPERTIES | WI | C | MERITER HOSPITAL INC | 53500 | 909747 | 1.00000 | |
| MERITER MANAGEMENT SERVICES INC | ||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391458235 | MANAGEMENT COMPANY | WI | N/A | C | ||||
| PHYSICIANS PLUS INSURANCE INC | ||||||||||||
| 22 EAST MIFFLIN STREET 200 | MADISON | WI | 53703 | 391565691 | INSURANCE | WI | N/A | C | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MERITER MANAGEMENT SERVICES INC | ||
| A | 105521 | FMV |
| MERITER FOUNDATION INC | ||
| C | 954262 | FMV |
| MERITER MANAGEMENT SERVICES INC | ||
| D | 1511271 | FMV |
| MERITER MEDICAL GROUP INC | ||
| D | 77751353 | FMV |
| MERITER HEALTH ENTERPRISES INC | ||
| I | 1277900 | FMV |
| MERITER MANAGEMENT SERVICES INC | ||
| I | 647940 | FMV |
| MERITER FOUNDATION INC | ||
| I | 82882 | FMV |
| MERITER FOUNDATION INC | ||
| L | 984673 | FMV |
| MERITER HEALTH ENTERPRISES INC | ||
| L | 10778368 | FMV |
| MERITER HEALTH SERVICES INC | ||
| L | 785692 | FMV |
| MERITER MANAGEMENT SERVICES INC | ||
| L | 11714558 | FMV |
| MERITER MEDICAL GROUP INC | ||
| L | 1206189 | FMV |
| MERITER HEALTH ENTERPRISES INC | ||
| K | 1621062 | FMV |
| MERITER MEDICAL GROUP INC | ||
| K | 1074195 | FMV |
| MERITER FOUNDATION INC | ||
| R | 414018 | FMV |
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