MERITER HOSPITAL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MERITER HOSPITAL INC (EIN 39-0806367)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-14
- IRS object ID
- 201122269349300002
- Schema version
- 2010v3.4
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-14T00:11:40-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 6084176210 | Phone |
| Date Signed | 2011-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142713000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 525868083 | 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 | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3127 | TotalNbrEmployees |
| Total Nbr Volunteers | 656 | TotalNbrVolunteers |
| Total Gross UBI | 143637 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 50950 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 319481 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 508463 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 354537707 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 355327823 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6127584 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10087792 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4586399 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5145114 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 365571171 | TotalRevenuePriorYear |
| Total Revenue Current Year | 371069192 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 85531 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 134143 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 171814356 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 176990665 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 922541 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 158394668 | OtherExpensePriorYear |
| Other Expenses Current Year | 158317004 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 330294555 | TotalExpensesPriorYear |
| Total Expenses Current Year | 335441812 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35276616 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 35627380 | RevenuesLessExpensesCY |
| Total Assets BOY | 490600734 | TotalAssetsBOY |
| Total Assets EOY | 527282205 | TotalAssetsEOY |
| Total Liabilities BOY | 236982819 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 230538522 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 253617915 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 296743683 | 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 | 301248782 | Expense |
| Grants | 134143 | Grants |
| Revenue | 358514548 | Revenue |
| Description | MERITER HOSPITAL IS A 448-BED COMMUNITY HOSPITAL THAT WAS RECOGNIZED IN 2010 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 | 301248782 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 145 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3127 | 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 |
| 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 | 15 | 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 | LINDA HOFF | 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 (38 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 | 70823 | 637413 | 43986 | |||
| LONDA DEWEY | |||||||||
| CHAIR | 6.00 | X | X | 12500 | 12500 | 0 | |||
| GARY WOLTER | |||||||||
| PAST CHAIR - TERM ENDED 6/10 | 6.00 | X | X | 0 | 0 | 0 | |||
| DAVE BOYER | |||||||||
| VICE CHAIR | 6.00 | X | X | 0 | 0 | 0 | |||
| PHIL BLAKE | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| BRADLEY MANNING MD | |||||||||
| BOARD MEMBER - TERM ENDED 6/10 | 4.00 | X | 0 | 0 | 0 | ||||
| HOLLY CREMER-BERKENSTADT | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| PAUL PEERCY PHD | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| PAT RICHTER | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| CATHERINE DURHAM | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| DAVE ANDERSON | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| JOAN BURKE | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| KLAUS DIEM MD | |||||||||
| BOARD MEMBER - TERM ENDED 2/10 | 4.00 | X | 0 | 0 | 0 | ||||
| VIRGINIA GRAVES | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| GEORGE KAMPERSCHROER | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| RICH LYNCH | |||||||||
| 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 | ||||
| EILEEN MERSHART | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| MICHEAL GOLDROSEN 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 | 0 | 0 | ||||
| LYNNE MYERS | |||||||||
| COO/ASST SECRETARY | 35.00 | X | 0 | 381455 | 28773 | ||||
| LINDA HOFF | |||||||||
| SYSTEM CFO/SECRETARY/TREASURER | 30.00 | X | 0 | 454921 | 38835 | ||||
| TIMOTHY RIDDLE | |||||||||
| ASST. TREASURER | 35.00 | X | 166093 | 0 | 1968 | ||||
| KEVIN BOREN | |||||||||
| CFO HOSPITAL | 30.00 | X | 0 | 129638 | 5309 | ||||
| GEOFFREY R PRIEST MD | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 0 | 413572 | 46792 | X | ||||
| KERRA GUFFEY | |||||||||
| EXECUTIVE | 35.00 | 0 | 315059 | 30142 | X | ||||
| TIMOTHY PRINCE | |||||||||
| EXECUTIVE | 25.00 | 0 | 220052 | 146861 | X | ||||
| SUE ERICKSON | |||||||||
| EXECUTIVE | 25.00 | 0 | 207292 | 43782 | X | ||||
| PATRICIA GRUNWALD | |||||||||
| EXECUTIVE | 35.00 | 0 | 282935 | 43004 | X | ||||
| BRUCE SLATER | |||||||||
| CHIEF MEDICAL INFORMATION OFFICER | 40.00 | 0 | 232380 | 7599 | X | ||||
| MARY M NICK | |||||||||
| CHIEF HR OFFICER | 40.00 | 0 | 279288 | 22589 | X | ||||
| MARGO FRANCISCO | |||||||||
| AVP- BUS DEV | 40.00 | 0 | 205066 | 9324 | X | ||||
| KEVIN SNITCHLER | |||||||||
| AVP- FACILITIES | 40.00 | 0 | 204349 | 22194 | X | ||||
| LOUIS S BRYSH | |||||||||
| DDS | 40.00 | 248137 | 0 | 35896 | X | ||||
| TIM SIO | |||||||||
| FORMER EXECUTIVE | 0 | 154543 | 10265 | X | |||||
| MILES MEYER | |||||||||
| FORMER EXECUTIVE | 0 | 132922 | 25310 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 497553 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4263385 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 562629 | TotalOtherCompensation |
| Number Individuals GT100 K | 89 | 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 AND SON INC | |||||
| 300 SOUTH BEDFORD STREET | MADISON | WI | 53703 | CONSTRUCTION | 17036435 |
| UNIVERSITY OF WISCONSIN HOSPITAL AND CLI | |||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53278 | INTERNS, RESIDENTS, MED-FLIGHTS, TEACHIN | 4895214 |
| EPIC | |||||
| 1979 MILKY WAY LANE | VERONA | WI | 53593 | INFORMATION SYSTEMS | 2280868 |
| UNIVERSITY OF WISCONSIN | |||||
| 600 HIGHLAND AVENUE | MADISON | WI | 53278 | INTERNS AND RESIDENTS | 1980450 |
| UW MEDICAL FOUNDATION | |||||
| 1685 HIGHLAND AVENUE | MADISON | WI | 53278 | INTERNS AND RESIDENTS | 1709057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 62 | NumberOfContractorsGT100K |
| Related Organizations | 508463 | RelatedOrganizations |
| Total Contributions | 508463 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PATIENT SERVICE REVENU | 621400 | 348224299 | 348224299 | ||
| MNGT CONTRACT REV | 621110 | 2085733 | 2085733 | ||
| CAFETERIA REVENUE | 722210 | 1098016 | 1591 | $1,096,425 | |
| CHILD CARE REVENUE | 624410 | 854643 | $854,643 | ||
| PARKING REVENUE | 722210 | 843106 | $843,106 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2222026 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1195153 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 90865 | UnrelatedBusinessRevenue |
| Exclusion | $936,008 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 355327823 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8209950 | TotalRevenueColumn |
| Unrelated Business Revenue | 6133 | UnrelatedBusinessRevenue |
| Exclusion | $8,203,817 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2567459 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2553866 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13593 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13593 | TotalRevenueColumn |
| Unrelated Business Revenue | 45048 | UnrelatedBusinessRevenue |
| Exclusion | -$31,455 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 152888952 | Securities |
| Other | 983150 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 151072806 | Securities |
| Other | 921454 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1816146 | Securities |
| Other | 61696 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1877842 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1877842 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 461117 | GrossSalesOfInventory |
| Cost Of Goods Sold | 250765 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 210352 | TotalRevenueColumn |
| Related Or Exempt Function Income | 210352 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM UNCONSOLID | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4921169 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4921169 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4921169 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371069192 | TotalRevenueColumn |
| Related Or Exempt Function Income | 358514548 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 143637 | UnrelatedBusinessRevenue |
| Exclusion | $11,902,544 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106143 | Total |
| Program Services | 106143 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28000 | Total |
| Program Services | 28000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497553 | Total |
| Program Services | 235730 | ProgramServices |
| Management And General | 261823 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136811282 | Total |
| Program Services | 132218492 | ProgramServices |
| Management And General | 4592790 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6493005 | Total |
| Program Services | 6274840 | ProgramServices |
| Management And General | 218165 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23118183 | Total |
| Program Services | 22341412 | ProgramServices |
| Management And General | 776771 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10070642 | Total |
| Program Services | 9732268 | ProgramServices |
| Management And General | 338374 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15829408 | Total |
| Program Services | 318499 | ProgramServices |
| Management And General | 15510909 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322336 | Total |
| Management And General | 322336 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10329135 | Total |
| Program Services | 10027509 | ProgramServices |
| Management And General | 301626 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288548 | Total |
| Program Services | 279488 | ProgramServices |
| Management And General | 9060 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1141517 | Total |
| Program Services | 840370 | ProgramServices |
| Management And General | 301147 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10375617 | Total |
| Program Services | 10049823 | ProgramServices |
| Management And General | 325794 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147780 | Total |
| Program Services | 143140 | ProgramServices |
| Management And General | 4640 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5795618 | Total |
| Management And General | 5795618 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896141 | Total |
| Fundraising | 896141 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23179380 | Total |
| Program Services | 22451547 | ProgramServices |
| Management And General | 727833 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1008491 | Total |
| Program Services | 976824 | ProgramServices |
| Management And General | 31667 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 48105036 | 46594538 | 1510498 |
| STATE REVENUE ASSESSMEN | 11323919 | 11323919 | |
| TEST FEES | 10650490 | 10650490 | |
| BAD DEBTS PROVISION | 5846551 | 5662969 | 183582 |
| EQUIPMENT RENTAL AND MA | 5403363 | 5233697 | 169666 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7673674 | Total |
| Program Services | 5759084 | ProgramServices |
| Management And General | 1888190 | ManagementAndGeneral |
| Fundraising | 26400 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335441812 | Total |
| Program Services | 301248782 | ProgramServices |
| Management And General | 33270489 | ManagementAndGeneral |
| Fundraising | 922541 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2223091 | BOY |
| EOY | 107505 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30801641 | BOY |
| EOY | 25992088 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36008720 | BOY |
| EOY | 39510233 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33617194 | BOY |
| EOY | 56307170 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3743260 | BOY |
| EOY | 3317243 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2801880 | BOY |
| EOY | 3350287 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 436716044 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 243339682 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175190475 | BOY |
| EOY | 193376362 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176615234 | BOY |
| EOY | 171865494 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29599239 | BOY |
| EOY | 33455823 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490600734 | BOY |
| EOY | 527282205 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45136603 | BOY |
| EOY | 37084997 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6041 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167426862 | BOY |
| EOY | 173166910 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4337407 | BOY |
| EOY | 4052091 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20075906 | BOY |
| EOY | 16234524 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236982819 | BOY |
| EOY | 230538522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246308252 | BOY |
| EOY | 290773794 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7036661 | BOY |
| EOY | 5666887 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273002 | BOY |
| EOY | 303002 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253617915 | BOY |
| EOY | 296743683 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490600734 | BOY |
| EOY | 527282205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 35627380 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7498388 | 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 |
| 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 | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $13,431 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $18,641 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 32072 | TotalLobbyingExpendituresIIB |
| 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 | THE AMOUNT ON LINE I IS A PORTION OF ANNUAL MEMBERSHIP DUES PAID TO THE WHA AND AHA ATTRIBUTABLE TO LOBBYING. WHA - $7,346 AHA - $11,294 | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4900484 | OtherCostOrOtherBasis |
| Book Value | 4900484 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219841521 | OtherCostOrOtherBasis |
| Depreciation | 109569261 | Depreciation |
| Book Value | 110272260 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 585405 | OtherCostOrOtherBasis |
| Depreciation | 135017 | Depreciation |
| Book Value | 450388 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 184993922 | OtherCostOrOtherBasis |
| Depreciation | 133635404 | Depreciation |
| Book Value | 51358518 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26394712 | OtherCostOrOtherBasis |
| Book Value | 26394712 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 193376362 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT IN JOINT VENTURES | 20873969 |
| OTHER LONG-TERM ASSETS | 4172743 |
| DUE FROM MERITER FOUNDATION | 6486492 |
| LOAN RECEIVABLE NET OF CURRENT | 1922619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 33455823 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREMENT LIABILITIES | $15,315,770 |
| INSURANCE RESERVCES | $611,000 |
| ASSET RETIREMENT OBLIGATION | $307,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16234524 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FIN 48 FOOTNOTE: ASC 740-10, INCOME TAXES-OVERALL ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER ASC 740-10, COMPANIES MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ASC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. THE CORPORATION HAS ANALYZED THE REQUIREMENTS OF ASC 740-10 AND THE ADOPTION DID NOT HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. IT IS THE CORPORATION'S POLICY TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. AS OF DECEMBER 31, 2010, THE CORPORATION HAS NO ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| 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 | 15888 | PersonsServed |
| Total Community Benefit Expense | 6623883 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 6623883 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01970 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 25786 | PersonsServed |
| Total Community Benefit Expense | 51491523 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 26415429 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25076094 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07480 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 572 | PersonsServed |
| Total Community Benefit Expense | 1150963 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 896501 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 254462 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 42246 | PersonsServed |
| Total Community Benefit Expense | 59266369 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27311930 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 31954439 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09530 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 83 | NumberOfActivitiesOrPrograms |
| Persons Served | 118001 | PersonsServed |
| Total Community Benefit Expense | 624615 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5905 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 618710 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00180 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 81 | NumberOfActivitiesOrPrograms |
| Persons Served | 9012 | PersonsServed |
| Total Community Benefit Expense | 6503564 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 42640 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6460924 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01930 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 2820 | PersonsServed |
| Total Community Benefit Expense | 4514000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 4514000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01350 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 106 | NumberOfActivitiesOrPrograms |
| Persons Served | 10144 | PersonsServed |
| Total Community Benefit Expense | 564813 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 564813 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00170 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 276 | NumberOfActivitiesOrPrograms |
| Persons Served | 139977 | PersonsServed |
| Total Community Benefit Expense | 12206992 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 48545 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 12158447 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03630 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 276 | NumberOfActivitiesOrPrograms |
| Persons Served | 182223 | PersonsServed |
| Total Community Benefit Expense | 71473361 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27360475 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 44112886 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13160 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 16 | NumberOfActivitiesOrPrograms |
| Persons Served | 953 | PersonsServed |
| Total Community Building Expense | 30231 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 30231 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 4481 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 4481 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Persons Served | 3 | PersonsServed |
| Total Community Building Expense | 8876 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 8876 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 10 | PersonsServed |
| Total Community Building Expense | 925 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 925 | 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 | 12 | PersonsServed |
| Total Community Building Expense | 35562 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 35562 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 30 | NumberOfActivitiesOrPrograms |
| Persons Served | 978 | PersonsServed |
| Total Community Building Expense | 80075 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 80075 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $2,373,700 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 68503383 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 82432625 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -13929242 | 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 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 3C: MERITER HOSPITAL USES A FAMILY INCOME LIMIT OF 300% TO 500% OF FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIILITY FOR DISCOUNTED CARE. | ||
| PART I, LINE 6A: A COMMUNITY BENEFIT REPORT IS FILED ON BEHALF OF MERITER HEALTH SERVICES; MERITER HOSPITAL IS A SUBSIDIARY. THE COMMUNITY BENEFIT TEXT IN THIS RETURN IS RELATED TO THE HOSPITAL. | ||
| PART I, L7 COL(F): BAD DEBT EXPENSE OF $5,846,551 IS INCLUDED IN PART IX, LINE 25, COLUMN A, BUT EXCLUDED FOR PURPOSES OF CALCULATING THE COST TO CHARGE RATIO. | ||
| PART II: MERITER IS A STRONG PARTNER IN THE HEALTH OF THE COMMUNITY AND BELIEVES THAT A HEALTHY COMMUNITY MEANS MORE THAN A NEIGHBORHOOD WITH CONTROLLED BLOOD PRESSURES. A HEALTHY COMMUNITY POSSESSES INTERCONNECTED AND COLLABORATIVE NEIGHBORHOODS; SAFE WATER, AND A STRONG AND DIVERSE WORKFORCE. THROUGH PARTNERSHIPS WITH AREA AGENCIES AND NON-PROFIT ORGANIZATIONS, MERITER STRIVES TO ENSURE THAT HEALTHY NEIGHBORHOODS ARE CONSIDERED THE NORM AS OPPOSED TO THE RARE PLACE. MERITER SUPPORTS THRIVING AND CONNECTED NEIGHBORHOODS THROUGH ITS SPONSORSHIP AND INVOLVEMENT IN SOUTH METROPOLITAN PLANNING COUNCIL, SOUTH WISCONSIN HMONG ASSOCIATION, BAYVIEW FOUNDATION AND OTHERS. THESE GROUPS CREATE ACTIVITIES THAT INVOLVE WHOLE FAMILIES AND OFTEN FOCUS ON RAISING AWARENESS OF COMMUNITY RESOURCES AND NEIGHBORHOOD ASSETS. FOR EXAMPLE, THE SOUTH METROPOLITAN PLANNING COUNCIL PARTNERED WITH MULTIPLE ORGANIZATIONS AND AGENCIES TO HOST A COMMUNITY FESTIVAL WHICH ATTRACTED AREA RESIDENTS AS WELL AS OTHERS TO THE SOUTH SIDE OF MADISON. FOR MANY YEARS, THE NEIGHBORHOODS ON MADISON'S SOUTH SIDE HAVE LONG BEEN VIEWED AS UNSAFE. HOWEVER, THE FESTIVAL WHICH FEATURED AREA RESTAURANTS, A FARMER'S MARKET, DANCE, MUSIC AND CHILDREN'S ACTIVITIES, PROVIDED ALL WHO ATTENDED WITH A DIFFERENT PICTURE OF THIS AREA. FURTHERING MERITER'S COMMITMENT TO THE COMMUNITY IS ITS CONTINUED INVOLVEMENT WITH THE COMMUNITY'S MED-DROP PROGRAM. THIS PROGRAM HELPS REDUCE UNWANTED MEDICINES IN THE HOMES BY PROVIDING A PLACE WHERE RESIDENTS CAN TAKE THEIR UNWANTED, UNUSED AND EXPIRED MEDICATIONS FOR PROPER DISPOSAL. THE MED-DROP PROGRAM CONTINUES TO EXPAND AND NOW IS HOUSED AT SOME MADISON POLICE STATIONS, ALLOWING FOR ACCESS 24-HRS IN THE DAY, 7 DAYS A WEEK. MERITER HAS BEEN INSTRUMENTAL IN PROVIDING WEBSITE AND ADMINISTRATIVE SUPPORT AS WELL AS STAFF TO ASSIST IN PROMOTIONS AND MEDIA RELATIONS TO ALERT THE PUBLIC TO THE INCREASED ACCESS. BY REDUCING ACCESS TO UNWANTED MEDICINES, MERITER IS HELPING REDUCE THE INCIDENCE OF ACCIDENTAL OVERDOSES AND ACCIDENTAL INGESTION OF MEDICATIONS AS WELL AS PROTECT THE WATER WAYS FROM PHARMACEUTICAL POLLUTANTS. 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 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 A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION, AND EXISTING ECONOMIC CONDITIONS AND TRENDS.COSTING METHODOLOGY: THE RATIO OF PATIENT CARE COST TO CHARGES IS APPLIED TO THE BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS TO CALCULATE THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS THAT IS REPORTED ON LINE 2. THE RATIO OF COSTS TO CHARGES IS BASED ON WORKSHEET 3 OF SCHEDULE H.AS A NOT-FOR-PROFIT TAX EXEMPT HOSPITAL, WE MUST PROVIDE NECESSARY PATIENT CARE SERVICES TO ALL, REGARDLESS OF THE ABILITY TO PAY FOR THAT CARE. THIS BROAD SCOPE FOR PROVIDING CARE QUALIFIES BAD DEBTS AS A COMMUNITY BENEFIT.AFTER MAKING EVERY EFFORT ON OUR PART TO ASSIST PATIENTS IN COMPLETING THE FINANCIAL ASSISTANCE FORMS, WE WILL REMIT THE REMAINING UNCOLLECTIBLE ACCOUNTS TO A COLLECTION AGENCY. THE COLLECTION AGENCY MAKES FURTHER EFFORTS TO UNDERSTAND THE CIRCUMSTANCES OF WHY THE RECEIVABLES ARE NOT ABLE TO BE COLLECTED. FINANCIAL STATEMENT FOOTNOTE: AUDITED FINANCIAL STATEMENT FOOTNOTES DO NOT HAVE A SPECIFIC REFERENCE TO BAD DEBT EXPENSE. A COST TO CHARGE RATIO WAS USED.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 A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION, AND EXISTING ECONOMIC CONDITIONS AND TRENDS. | ||
| 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 FAHHCP (FINANCIAL ASSISTANCE FOR HEALTH CARE PROGRAM), AND WE FOLLOW WHA BILLING 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 A HEALTHY COMMUNITIES MODEL BASED OFF OF THE STATE OF WISCONSIN'S HEALTHIER WISCONSIN 2010 AS WELL AS UNITED WAY AND SAFE COMMUNITIES DATA. ALL ORGANIZATIONS USE PUBLICALLY AVAILABLE DATA TO ASSESS THE HEALTH CONDITION OF THE COUNTY. THE MERITER HEALTH SERVICES PRESIDENT IS INVOLVED IN THE UNITED WAY'S HEALTH COUNCIL, WHICH IDENTIFIES SPECIFIC HEALTH ISSUES THEN DEVELOPS SOLUTIONS. IN ADDITION TO UNITED WAY, MERITER EMPLOYEES WORK VERY CLOSELY WITH SAFE COMMUNITIES TO DETERMINE AND ADDRESS SPECIFIC HEALTH NEEDS. IN ADDITIONAL TO PUBLICLY AVAILABLE DATA, SAFE COMMUNITIES ALSO UTILIZES DE-IDENTIFIED HOSPITAL DATA TO DETERMINE MORE SPECIFIC NEEDS OR OBTAIN ADDITIONAL INFORMATION RELATED TO SPECIFIC ISSUES AT HAND. | ||
| 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 FAHHCP (FINANCIAL ASSISTANCE FOR HEALTH CARE PROGRAM), AND WE FOLLOW WHA BILLING 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 CONSIDERS ITS PRIMARY SERVICE AREA TO BE DANE COUNTY (76% OF DISCHARGES). THE SECONDARY SERVICE AREAS ARE ADAMS, COLUMBIA, CRAWFORD, DODGE, GRANT, GREEN, IOWA, JEFFERSON, JUNEAU, LAFAYETTE, MARQUETTE, RICHLAND, ROCK, SAUK, VERNON AND WALWORTH COUNTIES. THE POPULATION OF DANE COUNTY IS 488,073 WITH A MEDIAN HOUSEHOLD INCOME OF $58,002 (2010 CENSUS). THE COUNTY IS 81.9% WHITE (NON HISPANIC), 5.2% ARE BLACK, 4.7% ARE ASIAN, AND 5.9% ARE HISPANIC OR LATINO. 13.1% OF RESIDENTS ARE BELOW THE POVERTY LINE. | ||
| PART VI, LINE 6: MERITER'S COMMITMENT TO COMMUNITY HEALTH IS INCORPORATED INTO ITS MISSION STATEMENT - WE ARE COMMITTED TO PROVIDING A "LIFETIME OF HEALTHCARE" AND TO "SERVE THE COMMUNITIES. COMMUNITY HEALTH IS INCORPORATED IN ALL THAT MERITER DOES.MERITER HEALTH SERVICES UTILIZES A COMMUNITY BASED BOARD OF DIRECTORS AS WELL AS SEVERAL OTHER COMMITTEES STAFFED BY COMMUNITY MEMBERS, INCLUDING THE QUALITY & PUBLIC SERVICE COMMITTEE, WHICH OVERSEES THE ORGANIZATION'S COMMUNITY BENEFIT PROGRAMS. THE MEMBERS OF THE BOARD AND THE COMMITTEE ARE VALUABLE COMPONENTS IN IDENTIFYING AND ASSESSING THE PROGRAMS AND PARTNERSHIPS OF THE ORGANIZATION.MERITER RE-INVESTS IN THE COMMUNITY HEALTH IN A VARIETY OF WAYS INCLUDING SPONSORSHIP AND PARTNERSHIPS WITH NON-PROFIT ORGANIZATIONS TO ADDRESS HEALTH NEEDS OF THE COMMUNITY, OR THROUGH THE DEVELOPMENT OF PROGRAMS GEARED TOWARDS IMPROVING HEALTH AND PREVENTING ILLNESS AND INJURY. ADDITIONALLY, MERITER PROVIDES MANY SERVICES THAT WILL NEVER BE PROFIT OR BREAK-EVEN SERVICES INCLUDING IN-PATIENT PSYCHIATRIC SERVICES, IN-PATIENT ADDICTION MEDICINE, A DENTAL CLINIC, AND EMERGENCY SERVICE. THERE ARE NO OTHER HEALTH CARE PROVIDERS IN DANE COUNTY PROVIDING IN-PATIENT PSYCHIATRIC SERVICES OR ADDICTION MEDICINE. OUR DENTAL CLINIC SEES PREDOMINANTLY PATIENTS ON MEDICAL ASSISTANCE. OUR EMERGENCY ROOM RECEIVED A HIGHER PERCENTAGE OF PATIENTS NEEDING ALCOHOL AND DRUG DETOXIFICATION AS WELL AS PSYCHIATRIC SERVICES. | ||
| PART VI, LINE 7: MERITER HOSPITAL IS PART OF THE MERITER HEALTH SYSTEM GROUP. THERE ARE NO OTHER HOSPITALS UNDER THE MERITER HEALTH SYSTEM UMBRELLA. | ||
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| MERITER FOUNDATION INC | |||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 53715 | 237098688 | 501 (C)(3) | 38220 | N/A | N/A | HOSPITAL PROGRAMS |
| CENTER FOR NURSING EXCELLENCE | |||||||||
| 3001 W BELTLINE HWY | MADISON | WI | 53713 | 271081808 | 501 (C)(3) | 50000 | N/A | N/A | HOSPITAL PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | HOSPITAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 28000 | 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 | 0 | 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 (16 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 | |||||||||||||
| 48223 | 434006 | 16451 | 148063 | 6149 | 55344 | 1557 | 14015 | 2841 | 25573 | 75221 | 677001 | 0 | 0 |
| LYNNE MYERS | |||||||||||||
| 0 | 289207 | 0 | 69064 | 0 | 23184 | 0 | 14919 | 0 | 13854 | 0 | 410228 | 0 | 0 |
| LINDA HOFF | |||||||||||||
| 0 | 316435 | 0 | 95595 | 0 | 42891 | 0 | 23719 | 0 | 15116 | 0 | 493756 | 0 | 0 |
| TIMOTHY RIDDLE | |||||||||||||
| 8054 | 0 | 20257 | 0 | 137782 | 0 | 466 | 0 | 1502 | 0 | 168061 | 0 | 0 | 0 |
| GEOFFREY R PRIEST MD | |||||||||||||
| 0 | 311032 | 0 | 74667 | 0 | 27873 | 0 | 22066 | 0 | 24726 | 0 | 460364 | 0 | 0 |
| KERRA GUFFEY | |||||||||||||
| 0 | 239103 | 0 | 58293 | 0 | 17663 | 0 | 14796 | 0 | 15346 | 0 | 345201 | 0 | 0 |
| TIMOTHY PRINCE | |||||||||||||
| 0 | 119716 | 0 | 29530 | 0 | 70806 | 0 | 131085 | 0 | 15776 | 0 | 366913 | 0 | 0 |
| SUE ERICKSON | |||||||||||||
| 0 | 154665 | 0 | 36441 | 0 | 16186 | 0 | 23311 | 0 | 20471 | 0 | 251074 | 0 | 0 |
| PATRICIA GRUNWALD | |||||||||||||
| 0 | 208732 | 0 | 49945 | 0 | 24258 | 0 | 29915 | 0 | 13089 | 0 | 325939 | 0 | 0 |
| BRUCE SLATER | |||||||||||||
| 0 | 208973 | 0 | 22576 | 0 | 831 | 0 | 5259 | 0 | 2340 | 0 | 239979 | 0 | 0 |
| MARY M NICK | |||||||||||||
| 0 | 210523 | 0 | 50835 | 0 | 17930 | 0 | 17000 | 0 | 5589 | 0 | 301877 | 0 | 0 |
| MARGO FRANCISCO | |||||||||||||
| 0 | 174641 | 0 | 30198 | 0 | 227 | 0 | 7875 | 0 | 1449 | 0 | 214390 | 0 | 0 |
| KEVIN SNITCHLER | |||||||||||||
| 0 | 170844 | 0 | 32850 | 0 | 655 | 0 | 7327 | 0 | 14867 | 0 | 226543 | 0 | 0 |
| LOUIS S BRYSH | |||||||||||||
| 216049 | 0 | 30750 | 0 | 1338 | 0 | 21720 | 0 | 14176 | 0 | 284033 | 0 | 0 | 0 |
| TIM SIO | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 154543 | 0 | 10265 | 0 | 0 | 0 | 164808 | 0 | 154543 |
| MILES MEYER | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 132922 | 0 | 11942 | 0 | 13368 | 0 | 158232 | 0 | 132922 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 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, LINE 1B | IF BENEFITS PAID ARE NOT PART OF AN ESTABLISHED COMPENSATION OR BENEFIT PROGRAM, THE VP OF HUMAN RESOURCES (HR) WORKS WITH OUR HR CONSULTING FIRM TO ENSURE THAT TOTAL COMPENSATION IS WITHIN THE ORGANIZATION'S PHILOSOPHY AND IS REASONABLE. DEPARTURES FROM THE ESTABLISHED GUIDELINES MUST BE REVIEWED BY THE EXTERNAL CONSULTANT, PROPOSED TO THE COMPENSATION COMMITTEE OF THE BOARD, AND APPROVED IN ADVANCE. |
| PART I, LINES 4A-B | SEVERANCE PAYMENTS WERE RECEIVED BY THE FOLLOWING INDIVIDUALS: M. MEYER $158,232 T. SIO $164,808 AMOUNTS LISTED INCLUDE EMPLOYEE DEFERRALS, WHERE APPLICABLE: J. WOODWARD $47,903 L. MYERS $72,236 L. HOFF $30,139 K. BOREN $6,100 S. ERICKSON $9,494 P. GRUNWALD $67,021 K. GUFFEY $17,067 G. PRIEST $25,632 T. PRINCE $11,594 |
| 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 |
|---|---|---|---|---|---|---|---|
| WI HEALTH & EDU FACILITIES AUTH ADJ RATE REV BONDS #2008A | |||||||
| 391337855 | 97710BBH4 | 2008-05-21 | 23750000 | CURRENT REFUNDING OF 2006 SERIES A, ISSUANCE COSTS, CREDIT ENHANCEMENT | 0 | 0 | 0 |
| WI HEALTH & EDU FACILITIES AUTH ADJ RATE REV BONDS # 2008B | |||||||
| 391337855 | 97710BBJ1 | 2008-05-21 | 28400000 | CURRENT REFUNDING OF 2006 SERIES B, ISSUANCE COSTS, CREDIT ENHANCEMENT | 0 | 0 | 0 |
| WI HEALTH & EDU FACILITIES AUTH ADJ RATE REV BONDS # 2008C | |||||||
| 391337855 | 97710BBK7 | 2008-05-21 | 34940000 | CURRENT REFUNDING OF 2006 SERIES C, ISSUANCE COSTS, CREDIT ENHANCEMENT | 0 | 0 | 0 |
| WI HEALTH & EDU FACILITIES AUTH RATE REV BONDS SERIES 2009 | |||||||
| 391337855 | 97710BKL5 | 2009-07-28 | 50000000 | CONSTRUCT AND EQUIP HOSPITAL FACILITIES, ISSUANCE COSTS AND FUNDING OF DEBT | 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 | 2012 | 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 | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | 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 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 1 | 0 | 0 | 0 | 0.01000 | 0.00000 | 0.01000 | 1 |
| 0 | 1 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 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 |
|---|---|---|---|---|---|---|---|
| PIPER JAFFRAY | |||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 |
| PIPER JAFFRAY | |||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 |
| (no name) | |||||||
| 0 | 1 | 0 | 0 | 0 | 0 | ||
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RICHARD LYNCH | |||
| BOARD MEMBER | 17036435 | CONSTRUCTIONMR. LYNCH, A MERITER HEALTH SERVICES AND MERITER HOSPITAL BOARD MEMBER, IS PRESIDENT OF THE FINDORFF ORGANIZATIONS REPORTED ON SCHEDULE L. THE TRANSACTIONS LISTED RELATE TO CONSTRUCTION CONTRACTS THAT WERE COMPLETED AT ARM'S LENGTH COMMERCIAL TERMS.THE DOLLARS FOR THIS TRANSACTION ARE REPORTED ON THE MERITER HOSPITAL FORM 990. MR. LYNCH RECUSES HIMSELF FROM CONSTRUCTION RELATED VOTES. | 0 |
| GARY WOLTER | |||
| PAST BOARD CHAIR | 2600000 | UTILITIESPAST BOARD CHAIR IS CHAIRMAN, PRESIDENT, AND CEO OF UTILITY PROVIDER FOR MERITER HOSPITAL. ALL TRANSACTIONS ARE ENTERED INTO AT ARMS' LENGTH. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | IN 2010, 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; OPENING A NEW DIGESTIVE HEALTH CENTER, PROVIDING GREATER PATIENT PRIVACY AND SERVICE FOR PREVENTION, EARLY DETECTION AND TREATMENT OF GASTROINTESTINAL DISEASE; AND PROVIDING LEADING EDGE ORTHOPEDIC CARE WITH THE INTRODUCTION OF MAKOPLASTY KNEE REPLACEMENT PROCEDURE. |
| 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. L. MYERS AND P. GRUNWALD DEFERRED $49,533 AND $52,692 OF THEIR BASE COMPENSATION, RESPECTIVELY. | |
| FORM 990, PART VI, SECTION A, LINE 2 | L. DEWEY AND G. WOLTER 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 | AS THE SOLE VOTING MEMBER OF MERITER HOSPITAL, MHS 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 CORPORATE CONTROLLER REVIEWS THE COMPREHENSIVE TAX ORGANIZER PROVIDED BY THE TAX FIRM. THE CORPORATE CONTROLLER AND THE TAX FIRM WORK TOGETHER TO PREPARE THE TAX RETURNS TO REFLECT INFORMATION THAT AFFECTS THE FORM 990. APPROXIMATELY ONE TO 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 BOARD OF DIRECTORS CONSISTENTLY MONITORS AND ENFORCES 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 2009 CONFLICT OF INTEREST DISCLOSURE: DRS. DIEM, 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. DRS. MANNING AND DIEM, MERITER HOSPITAL BOARD MEMBERS, ARE ALSO MEMBERS OF UW MEDICAL FOUNDATION, AND DR. TOTH IS A UW PHYSICIAN. MERITER PAYS TEACHING STIPENDS TO UW MEDICAL FOUNDATION PHYSICIANS. DR. SCHURR IS WITH MELIUS SCHURR AND CALDWELL, AND DR. GOLDROSEN IS WITH ASSOCIATED PHYSICIANS, BOTH OF WHICH HAVE MERITER PRIVILEGES. | |
| 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 IS AVAILABLE UPON REQUEST OF ADMINISTRATION. | |
| FORM 990, PART VII- HOURS FROM RELATED ORG: | ALL MERITER HEALTH SERVICES SYSTEM EMPLOYEES REPORTED ON THIS FORM 990 WORK, ON AVERAGE, A MINIMUM OF 40 HOURS PER WEEK BUT IN MOST CASES MORE THAN 40 HOURS PER WEEK. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 7,498,388. |
| FORM 990, PART XII, LINE 2C: CHANGE IN REVIEW PROCEDURE | THERE HAS BEEN NO CHANGE IN THE REVIEW PROCEDURE. |
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 | SECTION 501(C)(3) | LINE 11B, II | NONE | 0 |
| MERITER FOUNDATION INC | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 237098688 | FOUNDATION FOR MERITER HOSPITAL | WI | SECTION 501(C)(3) | LINE 7 | MERITER HEALTH SERVICES INC | 0 |
| MERITER MEDICAL GROUP | ||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 050545222 | CLINICAL SUPPORT OF MERITER HOSPITAL | WI | SECTION 501(C)(3) | LINE 11B, II | MERITER HOSPITAL INC | 0 |
| SHARED MAGNETIC RESONANCE IMAGING FACILITY | ||||||||||
| 1104 JOHN NOLEN DR | MADISON | WI | 53713 | 391534744 | MEDICAL TECHNOLOGY | WI | SECTION 501(C)(3) | LINE 11A, I | MERITER HOSPITAL INC | 0 |
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 | Share Of EOY AssetsShareOfEOYAssets | 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 | 237203 | 22488 | 0 | 1 | 0.99000 | |
| MERITER UWMF PHYSICIAN CONTRACTING LLC | ||||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391998819 | HEALTH 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 | ||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391293620 | HEALTH CARE RELATED SERVICES | WI | N/A | C | ||||
| HCP CORPORATION | ||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391177562 | RENTAL PROPERTIES | WI | C | MERITER HOSPITAL INC | 34255 | 620979 | 1.00000 | |
| MERITER MANAGEMENT SERVICES INC | ||||||||||||
| 202 SOUTH PARK STREET | MADISON | WI | 537151596 | 391458235 | MANAGEMENT COMPANY | WI | N/A | C | ||||
| PHYSICIANS PLUS INSURANCE CORP | ||||||||||||
| 22 E MIFFLIN ST SUITE 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 | 0 | 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 | 113551 | FAIR VALUE |
| MERITER FOUNDATION INC | ||
| C | 1316861 | COST |
| MERITER MANAGEMENT SERVICES INC | ||
| D | 1762946 | COST |
| MERITER MEDICAL GROUP | ||
| D | 46583546 | COST |
| MERITER HEALTH ENTERPRISES | ||
| I | 1305314 | FAIR VALUE |
| MERITER HEALTH SERVICES | ||
| I | 21721 | FAIR VALUE |
| MERITER MANAGEMENT SERVICES INC | ||
| I | 640321 | FAIR VALUE |
| MERITER FOUNDATION INC | ||
| L | 896141 | FAIR VALUE |
| MERITER HEALTH ENTERPRISES | ||
| L | 10978683 | FAIR VALUE |
| MERITER HEALTH SERVICES | ||
| L | 769518 | FAIR VALUE |
| MERITER MANAGEMENT SERVICES INC | ||
| L | 14741391 | FAIR VALUE |
| MERITER MEDICAL GROUP | ||
| K | 252337 | FAIR VALUE |
| MERITER FOUNDATION INC | ||
| I | 81898 | FAIR VALUE |
| MERITER FOUNDATION INC | ||
| B | 38220 | COST |
| MERITER HEALTH ENTERPRISES | ||
| K | 2107318 | FAIR VALUE |
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