2024-05-15T09:40:02-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 391777081 ASPIRUS MEDFORD FOUNDATION INC ASPI 7457488100 135 S GIBSON STREET MEDFORD WI 54451 JERRY M YANG SVP - CHIEF FINANCIAL OFFICER 7457488100 2024-05-14 1 JERRY YANG 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DALE HUSTEDT 135 S GIBSON STREET MEDFORD WI 54451 741767 0 X ASPIRUS.ORG/MEDFORDFOUNDATION X 1993 WI TO ENSURE THAT PRIMARY MEDICAL CARE IS ALWAYS AVAILABLE AND CONVENIENT TO THE PEOPLE OF THIS AREA, THROUGH ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. IS A 25-BED, NOT-FOR-PROFIT, PRIMARY CARE HEALTHCARE ORGANIZATION WHICH SERVES THE HEALTH CARE NEEDS OF TAYLOR, PRICE, AND PARTS OF CLARK, MARATHON, AND LINCOLN COUNTIES. 11 10 0 14 0 0 121674 86480 0 0 188944 113508 9280 14628 319898 214616 250098 231969 0 0 99243 61686 0 0 0 7960 8402 357301 302057 -37403 -87441 1689500 1576851 157875 114555 1531625 1462296 TO SUPPORT ASPIRUS MEDFORD HOSPITAL & CLINICS IN ITS MISSION TO HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. 0 0 231969 231969 0 ASPIRUS MEDFORD FOUNDATION, INC.'S MISSION IS TO ENSURE THAT PRIMARY MEDICAL CARE IS ALWAYS AVAILABLE AND CONVENIENT TO THE PEOPLE OF THIS AREA, THROUGH ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. DURING FY23, THE FOUNDATION HAS HELPED IN PROVIDING FUNDING FOR THE FOLLOWING ITEMS: NOVASURE MACHINE (SURGICAL), SIMULATOR/MANIKIN (SKILLS LAB), URINALYSIS AUTOMATION SYSTEM (LAB), A COLONOSCOPE (SURGICAL) AND SURGICAL LIGHTS (SURGICAL). 231969 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X JERRY M YANG 7158472250 2200 WESTWOOD DRIVE WAUSAU WI 54401 BRENT ARNDT VICE CHAIR 1.00 X X 0 0 0 PATRICIA KRAUSE TREASURER 1.00 X X 0 0 0 KRIS O'LEARY SECRETARY 1.00 X X 0 0 0 SUE ACKERMAN BOARD MEMBER 1.00 X 0 0 0 JANE DESTAERCKE BOARD MEMBER 1.00 X 0 0 0 BRENDA HEDLUND BOARD MEMBER 1.00 X 0 0 0 TIM RAU BOARD MEMBER 1.00 X 0 0 0 CHERYL STELIGA BOARD MEMBER 1.00 X 0 0 0 AMANDA LANGE EXECUTIVE DIRECTOR 4.00 36.00 X 0 80247 46299 DALE HUSTEDT MEDFORD HOSPITAL PRESIDENT 1.00 40.00 X 0 375459 93306 GREG SHAW MEDFORD HOSPITAL CFO 1.00 40.00 X 0 220782 30975 SIDNEY SCZYGELSKI SR. VP OF FINANCE/CFO 2.00 50.00 X 0 1911464 144118 WILLIAM CARROLL VP-INFORMATION TECHNOLOGY 2.00 50.00 X 0 321116 49427 0 2909068 364125 0 0 1 0 0 9838 76642 12828 86480 69676 69676 546238 502406 43832 43832 43832 36037 9838 24209 11828 11828 3336 536 2800 2800 214616 0 0 128136 231969 231969 39802 39802 790 790 19449 19449 1645 1645 279 279 3290 3290 2918 2918 298 298 1617 1617 302057 231969 70088 0 6785 49648 21372 22167 28266 18156 11727 10110 1639200 1489548 10416 5378 1689500 1576851 11441 5063 146434 109492 157875 114555 X 1267616 1252910 264009 209386 1531625 1462296 1689500 1576851 -87441 18112 0 X 0 1 X 1 1 1 X 90997 96771 135676 112327 86480 522251 90997 96771 135676 112327 86480 522251 44375 477876 100630 73796 83326 187801 69676 515229 1037480 179216 0.46060 0.45210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97316 1740 99056 145315 -36638 11361 97316 143901 27506 26092 145315 143320 581 143901 131985 11335 143320 0.00000 0.70000 0.30000 0 0 28266 18156 10110 10110 RELATED PARTY DONATION PAYABLE 109492 109492 X PART V, LINE 4: TERM-ENDOWMENT FUNDS HELD BY ASPIRUS MEDFORD FOUNDATION, INC.; ANY AMOUNT ABOVE $120,000 MAY BE USED TO PURCHASE ITEMS FOR THE COUNTRY GARDENS ASSISTED LIVING FACILITY AT ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. PART X, LINE 2: ASPIRUS HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND CONCLUDED THAT NO MATERIAL LIABILITIES EXIST FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2023. GOLF OUTING 45875 9838 36037 1502 9838 4539 1983 6347 45875 9838 36037 1502 9838 4539 1983 6347 24209 11828 1 ASPIRUS MEDFORD HOSPITAL & CLINICS INC 135 S GIBSON STREET MEDFORD WI 54451 390964813 501(C)(3) 231969 0 NOVASURE MACHINE (SURGICAL), SIMULATOR/MANIKIN (SKILLS LAB), URINALYSIS AUTOMATION SYSTEM (LAB), A COLONOSCOPE (SURGICAL) AND SURGICAL LIGHTS (SURGICAL) 1 0 PART I, LINE 2: WHEN DONATIONS ARE RECEIVED THEY ARE EITHER DESIGNATED GENERAL OR RESTRICTED FOR A SPECIFIC SERVICE LINE BY THE DONOR. ASPIRUS MEDFORD FOUNDATION, INC. SHARES THIS INFORMATION WITH ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. AND MAKES THEM AWARE OF THE FUNDS AVAILABLE. ONCE ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. DETERMINES A NEED FOR THE FUNDS THEY WILL WORK WITH ASPIRUS MEDFORD FOUNDATION, INC. TO VERIFY THAT THE PURCHASE MEETS ALL OF THE RESTRICTIONS OF THE DONATION AND IS APPROVED FOR PURCHASE. AFTER THE APPROVAL AND PURCHASE ASPIRUS MEDFORD FOUNDATION, INC. WILL TRANSFER THE DONATED FUNDS TO ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. 0 0 0 0 0 0 0 0 0 SIDNEY SCZYGELSKI SR. VP OF FINANCE/CFO 0 649844 0 1057601 0 204019 0 20794 0 123324 0 2055582 0 195109 DALE HUSTEDT MEDFORD HOSPITAL PRESIDENT 0 279433 0 60753 0 35273 0 18056 0 75250 0 468765 0 28030 WILLIAM CARROLL VP-INFORMATION TECHNOLOGY 0 267466 0 51102 0 2548 0 18436 0 30991 0 370543 0 0 GREG SHAW MEDFORD HOSPITAL CFO 0 191783 0 27247 0 1752 0 12702 0 18273 0 251757 0 0 PART I, LINE 1B THE ORGANIZATION RELIES ON A RELATED ORGANIZATION TO DETERMINE AND APPROVE COMPENSATION. THE FOLLOWING ARE UTILIZED IN SUCH PROCESS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4 SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: S. SCZYGELSKI $195,109 D. HUSTEDT $28,030 KEY EMPLOYEES OF THE ORGANIZATION OR A PARTICIPATING AFFILIATE ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN YEAR IS JANUARY 1 TO DECEMBER 31ST. EMPLOYER CONTRIBUTIONS: THE CONTRIBUTION MADE BY THE EMPLOYER IS A THREE-TIERED STRUCTURE DEPENDING UPON THE EXECUTIVE'S POSITION, WHICH ARE AS FOLLOWS: 13% FOR SENIOR VICE PRESIDENT OR PRESIDENT, 15% FOR SVP & CHIEF FINANCIAL OFFICER, AND 20% FOR THE PRESIDENT & CHIEF EXECUTIVE OFFICER. IF A PARTICIPANT TERMINATES DURING THE YEAR, THE PARTICIPANT'S EXECUTIVE ALLOWANCE IS PRORATED BASED ON THE NUMBER OF FULL CALENDAR MONTHS FROM THE BEGINNING OF THE PLAN YEAR TO THE BEGINNING OF THE CALENDAR YEAR MONTH CLOSEST TO THE CHANGE OR TERMINATION OF EMPLOYMENT. DISTRIBUTIONS: CONTINUATION OF EMPLOYMENT THROUGH THE DEFERRED VESTING DATE; THE DATE ON WHICH THE PARTICIPANT'S EMPLOYMENT IS TERMINATED AS A RESULT OF DEATH OR DISABILITY; 24 MONTHS FROM THE DATE ON WHICH THE PARTICIPANT INCURS AN INVOLUNTARY SEPARATION FROM SERVICE WITHOUT REASONABLE CAUSE OR THE DATE THAT IS 24 MONTHS FOLLOWING THE PARTICIPANT'S SEPARATION FROM SERVICE, BUT ONLY IF THE PARTICIPANT'S INTEREST HAS NOT BEEN FORFEITED FOR COMPETITION DURING SUCH 24 MONTH PERIOD AND THE PARTICIPANT HAS NOT ENGAGED IN COMPETITION AFTER HIS OR HER SEPARATION FROM SERVICE AND PRIOR TO HIS OR HER DEATH, THE PARTICIPANT SHALL BE VESTED AT HIS OR HER DATE OF DEATH. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION WAS MEMORIAL MEMBER ASSOCIATION, INC. UNTIL JUNE 30, 2022. ON JUNE 30, 2022, THE PARENT ORGANIZATION, ASPIRUS, INC. BECAME THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION SHALL HAVE A BOARD OF DIRECTORS COMPRISED OF A MINIMUM OF 8 AND NO MORE THAN 13 DIRECTORS. THE SOLE MEMBER APPROVES APPOINTMENT OF ALL BOARD DIRECTORS OF THE FOUNDATION; THE PRESIDENT OF ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. IS AN EX-OFFICIO VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS MUST BE APPROVED BY THE DIRECTORS OF THE ORGANIZATION: 1) CHANGE OR AMEND THE ARTICLES OF INCORPORATION OR BYLAWS; 2) CHANGE THE MISSION, PURPOSE, OR SCOPE OF THE CORPORATION; 3) RATIFICATION OR REMOVAL OF DIRECTORS OR OFFICER; 4) CHANGE THE FORMULA OR METHODOLOGY FOR DETERMINING PHYSICIAN COMPENSATION; 5) APPROVAL OF ANNUAL OPERATING AND CAPITAL EXPENDITURE BUDGETS, STRATEGIC AND LONG-RANGE PLANS. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT ACCUMULATES ALL 990. THESE DOCUMENTS ARE REVIEWED BY THE CFO. THE 990 IS REVIEWED PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE AND IS MADE AVAILABLE TO THE BOARD OF DIRECTORS THROUGH DIRECTOR'S DESK OR OTHER MEANS OF ELECTRONIC RETRIEVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ALL MANAGERS ARE REQUIRED TO SIGN BIANNUAL CONFLICT OF INTEREST STATEMENTS. THE HOSPITAL'S CEO AND BOARD CHAIR REVIEW THE STATEMENTS AND HIGHLIGHT POTENTIAL CONFLICTS. THE BOARD DETERMINES ON A CASE BY CASE BASIS ANY ACTIONS REQUIRED. INDIVIDUALS ARE NOT PERMITTED TO VOTE ON ANY TRANSACTION WHERE A CONFLICT HAS BEEN DETERMINED TO EXIST. ALL CONFLICTS AND PROCEEDINGS ARE NOTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 ASPIRUS MEDFORD FOUNDATION, INC. DOES NOT HAVE ANY EMPLOYEES. ASPIRUS MEDFORD FOUNDATION, INC. IS MANAGED AND OPERATED BY THE MANAGEMENT OF ASPIRUS MEDFORD HOSPITAL AND CLINICS, INC. ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ASPIRUS INC 333 PINE RIDGE BLVD WAUSAU WI 54401 391328331 HEALTHCARE WI 501 (C) 3 LINE 12B, II N/A 0 ASPIRUS WAUSAU HOSPITAL INC 333 PINE RIDGE BLVD WAUSAU WI 54401 391138241 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS BUILDINGS INC 333 PINE RIDGE BLVD WAUSAU WI 54401 391406537 PROPERTY LEASING WI 501 (C) 3 LINE 10 ASPIRUS INC 1 ASPIRUS EXTENDED SERVICES INC 333 PINE RIDGE BLVD WAUSAU WI 54401 390782130 NURSING HOME SERVICES WI 501 (C) 3 LINE 10 ASPIRUS INC 1 ASPIRUS MEDICAL GROUP INC 333 PINE RIDGE BLVD WAUSAU WI 54401 391670223 MEDICAL SERVICES WI 501 (C) 3 LINE 10 ASPIRUS INC 1 ASPIRUS ONTONAGON HOSPITAL INC 601 SEVENTH STREET ONTONAGON MI 49953 260806477 HOSPITAL MI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS VNA HOME HEALTH INC 520 N 32ND AVENUE WAUSAU WI 54401 390808511 HOME HEALTH CARE SERVICES WI 501 (C) 3 LINE 10 ASPIRUS INC 1 ASPIRUS VNA EXTENDED CARE INC 520 N 32ND AVENUE WAUSAU WI 54401 391597350 PERSONAL CARE SERVICES WI 501 (C) 3 LINE 10 ASPIRUS VNA HOME HEALTH INC 1 ASPIRUS HEALTH FOUNDATION INC 425 PINE RIDGE BLVD WAUSAU WI 54401 391256656 CHARITABLE FOUNDATION WI 501 (C) 3 LINE 7 ASPIRUS INC 1 ASPIRUS IRON RIVER HOSPITAL & CLINICS INC 1400 W ICE LAKE ROAD IRON RIVER MI 49935 383236977 HOSPITAL MI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS IRONWOOD HOSPITAL & CLINICS INC N 10561 GRAND VIEW LANE IRONWOOD MI 49938 382908586 HOSPITAL MI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC 410 DEWEY STREET WISCONSIN RAPIDS WI 54494 390868982 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS KEWEENAW HOSPITAL 205 OSCEOLA STREET LAURIUM MI 49913 381443361 HOSPITAL MI 501 (C) 3 LINE 3 ASPIRUS INC 1 DIVINE SAVIOR HEALTHCARE INC 2817 NEW PINERY ROAD PORTGAGE WI 53901 390806250 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS MEDFORD HOSPITAL & CLINICS INC 135 S GIBSON STREET MEDFORD WI 54451 390964813 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS STEVENS POINT HOSPITAL & CLINICS INC 900 ILLINOIS AVENUE STEVENS POINT WI 54481 390808443 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS STEVENS POINT HOSPITAL FOUNDATION INC 900 ILLINOIS AVENUE STEVENS POINT WI 54481 391657410 CHARITABLE FOUNDATION WI 501 (C) 3 LINE 12A, I ASPIRUS INC 1 ASPIRUS STANLEY HOSPITAL & CLINICS INC 1120 PINE STREET STANLEY WI 54768 390807065 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS MERRILL HOSPITAL & CLINICS INC 601 S CENTER AVENUE MERRILL WI 54452 390808503 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS MERRILL HOSPITAL FOUNDATION INC 601 S CENTER AVENUE MERRILL WI 54452 391627755 CHARITABLE FOUNDATION WI 501 (C) 3 LINE 12A, I ASPIRUS INC 1 ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC 2251 NORTH SHORE DRIVE RHINELANDER WI 54501 391390638 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 ASPIRUS EAGLE RIVER HOSPITAL & CLINICS INC 201 HOSPITAL ROAD EAGLE RIVER WI 54521 390985690 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 THE HOWARD YOUNG MEDICAL CENTER INC 240 MAPLE STREET WOODRUFF WI 54568 390873606 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 HOWARD YOUNG HEALTH CARE INC 240 MAPLE STREET WOODRUFF WI 54568 391499115 HEALTHCARE WI 501 (C) 3 LINE 12B, II ASPIRUS INC 1 ASPIRUS MEDICAL GROUP - NORTHERN WISCONSIN 2251 NORTH SHORE DRIVE RHINELANDER WI 54501 391965593 HOSPITAL WI 501 (C) 3 LINE 3 ASPIRUS INC 1 WESTERN UPPER MICHIGAN EYE CARE LLC 131 W GENESEE STREET IRON RIVER MI 49935 272324957 EYE CARE SERVICES MI N/A 0 0 THE WESTWOOD CONFERENCE CENTER LLC 333 PINE RIDGE BLVD WAUSAU WI 54401 571184256 REAL ESTATE INVESTMENT WI N/A 0 0 ASPIRUS NETWORK INC 3000 WESTHILL DRIVE 202 WAUSAU WI 54401 391931678 HEALTH CARE SERVICES WI N/A C 0 ASPIRUS KEWEENAW ENTERPRISES INC 205 OSCEOLA STREET LAURIUM MI 49913 383390273 PHARMACY MI N/A C 0 ASPIRUS HEALTH VENTURES INC 3000 WESTHILL DRIVE 303 WAUSAU WI 54401 474925640 OTHER INS RELATED - INS HOLDING COMPANY WI N/A C 0 ASPIRUS ARISE HEALTH PLAN OF WI INC 3000 WESTHILL DRIVE 303 WAUSAU WI 54401 364832569 HEALTH INSURANCE PLANS WI N/A C 0 ASPIRUS ARISE HEALTH PLAN OF MI INC 3000 WESTHILL DRIVE 303 WAUSAU WI 54401 475448266 HEALTH INSURANCE PLANS MI N/A C 0 ASPIRUS CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC 2200 WESTWOOD DRIVE WAUSAU WI 54401 842513742 ASSOCIATION WI N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 ASPIRUS INC O 61297 COST ASPIRUS MEDFORD HOSPITAL & CLINICS INC B 231969 COST