2025-05-15T10:50:05-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 391138241 ASPIRUS WAUSAU HOSPITAL INC ASPI 7158472988 333 PINE RIDGE BLVD WAUSAU WI 54401 JERRY M YANG SVP - CHIEF FINANCIAL OFFICER 7158472250 2025-05-12 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-04-29 2023 2025-03-06 01:10:19Z MATTHEW HEYWOOD 2200 WESTWOOD DRIVE WAUSAU WI 54401 730460359 0 X WWW.ASPIRUS.ORG X 1970 WI WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. 10 4 3020 190 98010 0 3130798 1273548 674885981 727065609 1254533 -7699 2005554 2055574 681276866 730387032 167662 176274 0 0 209761158 218962750 0 0 0 422647631 449166185 632576451 668305209 48700415 62081823 412195101 403390472 213121506 193468640 199073595 209921832 WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. 0 0 512618060 176274 726988636 ASPIRUS WAUSAU HOSPITAL, INC. PROVIDES HOSPITAL SERVICES FOR RESIDENTS OF WAUSAU, STEVENS POINT AND THE SURROUNDING COMMUNITIES REGARDLESS OF THEIR ABILITY TO PAY. 512618060 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 3020 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JERRY M YANG 7158472250 2200 WESTWOOD DRIVE WAUSAU WI 54401 ELIZABETH RENAKER-JANSEN DO BOARD MEMBER/PHYSICIAN 1.00 40.00 X 0 760881 47132 JAMES M CYGAN MD BOARD MEMBER/PHYSICIAN 40.00 1.00 X 953637 0 45713 LAWRENCE G LEIBERT MD BOARD MEMBER/PHYSICIAN 1.00 40.00 X 0 480959 37228 JENNIFER R ENMAN-BOURGON DO BOARD MEMBER/PHYSICIAN 1.00 40.00 X 0 393526 44939 MICHAEL A UMLAND MD BOARD MEMBER/PHYSICIAN 1.00 40.00 X 0 284382 45883 TOU SHOUA LOR MD BOARD MEMBER/PHYSICIAN 1.00 40.00 X 0 286715 42240 JEREMY A LEWITZKE CHAIR 1.00 3.00 X X 0 0 0 KYLE N PAGE VICE CHAIR 1.00 2.00 X X 0 0 0 MARCO A ESPINOZA SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 BRYAN B BORRELL BOARD MEMBER 1.00 2.00 X 0 0 0 JERRY M YANG SVP - CHIEF FINANCIAL OFFICER 2.00 50.00 X 0 0 0 MATTHEW HEYWOOD PRESIDENT & CEO ASPIRUS 2.00 50.00 X 0 1618117 304186 SIDNEY SCZYGELSKI SENIOR VP OF FINANCE/CFO 2.00 50.00 X 0 1294746 134273 JEFFREY WICKLANDER SVP & CENTRAL REGION PRESIDENT 35.00 15.00 X 684346 0 127237 JENNIFER REDMAN-SCHELL (NV) SVP & PRESIDENT-AMG 1.00 50.00 X 0 607634 94564 JEFFREY JONES SVP-CFO (THRU 04/23) 2.00 50.00 X 0 222942 12956 JESSE TISCHER SVP & PRESIDENT-AWH 2.00 50.00 X 0 764397 116000 MICHAEL HOLZHUETER SVP-GENERAL COUNSEL 2.00 50.00 X 0 688935 115911 MICHAEL WALTERS SVP-SYSTEM CHIEF MEDICAL OFFICER 2.00 50.00 X 0 669631 49745 JAMES MATHESON SVP-CHIEF STRATEGY OFFICER 2.00 50.00 X 0 522951 102957 ERIC ANDERSON CHIEF COMPLIANCE OFFICER 2.00 50.00 X 0 498735 99668 CONSTANCE BRADLEY SVP & PRES. REGIONAL MARKETS 2.00 50.00 X 0 489478 90167 RYAN ANDREWS VP-SYSTEM SR. PHYSICIAN EXEC. 50.00 2.00 X 529138 0 49924 SUSAN SCHNEIDER VP-SYSTEM SR. PHYSICIAN EXEC. 2.00 50.00 X 0 510162 34165 CHRISTOPHER PLATTA REGIONAL MEDICAL DIRECTOR 40.00 X 1996470 0 48676 ANDREW HUANG PHYSICIAN 40.00 X 1973343 0 46238 BRET STYSLY PHYSICIAN 40.00 X 1395613 0 48035 AGNIESZKA THOMPSON PHYSICIAN 40.00 X 1390020 0 47238 JUSTIN ASQUITH PHYSICIAN 40.00 X 1109885 0 11989 MARY JO WENDLING MD FORMER BOARD MEMBER/PHYSICAN 1.00 40.00 X 0 268082 7928 10032452 10362273 1804992 265 1 1 0 TOTAL MSP LLCSTAFFENCY LLC 221 W COLLEGE AVE FLOOR 2 APPLETON WI 54911 CONTRACT LABOR 32584040 WISCONSIN EMERGENCY MEDICAL SERVICE ASSO 333 PINE RIDGE BLVD WAUSAU WI 54401 EMERGENCY ROOM PROVIDER COVERAGE 6974442 RENOVO SOLUTIONS LLC 4 EXECUTIVE CIRCLE STE 185 IRVINE CA 92614 MEDICAL EQUIPMENT MAINTENANCE 6421917 MEDICAL STAFFING SOLUTIONS PO BOX 101 RICE LAKE WI 54868 CONTRACT LABOR 5982108 FOCUSONE SOLUTIONS LLC 1010 102ND ST 300 OMAHAH NE 68114 CONTRACT LABOR 3490322 227 670122 373524 229902 1273548 PATIENT SERVICE REVENUE 621400 623685334 623685334 LAB REVENUE 621400 48990663 48913690 76973 HOME HEALTH/HOSPICE 621610 24859467 24859467 CONTRACT SERVICE REVENUE 621400 21060203 21060203 PHARMACY REVENUE 456110 5247294 5247294 3222648 3222648 727065609 65628 65628 8256 65071 -8256 -65071 -73327 -73327 INVESTMENT IN WESTWOOD 523000 1100133 1100133 CAFETERIA AND VENDING 721000 955441 21037 934404 2055574 730387032 726988636 98010 2026838 X 176274 176274 2261846 2261846 176045727 161779603 14266124 4714612 4207712 506900 24091387 21446657 2644730 11849178 10503111 1346067 23388 13153 10235 264391 264391 4400 4400 48650 48650 110627075 99972168 10654907 162375 91320 71055 1003753 986187 17566 396398 222934 173464 9361182 981988 8379194 2035318 1144663 890655 142405 80089 62316 5186037 175288 5010749 22839511 12474941 10364570 1387295 145527 1241768 MEDICAL SUPPLIES 156889340 154143777 2745563 CORPORATE ALLOCATION 99265277 21956261 77309016 REPAIRS & MAINTENANCE 13469215 7575087 5894128 BAD DEBT EXPENSE 11497594 11485190 12404 14562581 3056130 11506451 668305209 512618060 155687149 0 3452752 6048614 4477981 70112 117109037 108448789 10425117 10898953 4175290 3956268 597196155 330118263 262203717 267077892 9467729 3930471 656786 1869679 226692 1089694 412195101 403390472 38303543 23595229 59406 0 462380 369728 156705312 152411831 17590865 17091852 213121506 193468640 X 199073595 209921832 199073595 209921832 412195101 403390472 X 62081823 231884 -51465470 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 48650 48650 0 PART II-B, LINE 1: A PORTION OF OUR ANNUAL WISCONSIN HOSPITAL ASSOCIATION (WHA) AND AMERICAN HOSPITAL ASSOCIATION (AHA) DUES ARE USED FOR LOBBYING ACTIVITIES. THE AMOUNTS THAT ARE SPECIFIC TO LOBBYING PURPOSES ARE: WISCONSIN HOSPITAL ASSOCIATION $18,424 AND AMERICAN HOSPITAL ASSOCIATION $30,226. 17428806 17428806 368045719 192794999 175250720 4517807 1188502 3329305 174812453 136134762 38677691 32391370 32391370 267077892 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 4300000 RETIREE HEALTHCARE BENEFITS 1798229 INTEREST RATE SWAP 686650 DEFERRED COMPENSATION ACCRUAL 125361 ASBESTOS LIABILITY 9836800 RELATED PARTY PAYABLES 191736 FINANCE LEASE LIABILITY 153076 17091852 X 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, 2024. 1 1 X 1 X 1 X 1 1 1 0 1 1 3339239 3339239 0.00510 84957620 43744016 41213604 0.06270 29074399 23988443 5085956 0.00770 117371258 67732459 49638799 0.07550 106802 4600 102202 0.00020 4110682 4110682 0.00630 113604694 103666839 9937855 0.01510 166772 166772 0.00030 177575 177575 0.00030 118166525 103671439 14495086 0.02220 235537783 171403898 64133885 0.09770 9467 9467 0.00000 2500 2500 0.00000 28949 28949 0.00000 40916 40916 0.00000 1 3322844 0 101180387 206080451 -104900064 X 1 1 1 1 ASPIRUS WAUSAU HOSPITAL INC 333 PINE RIDGE BLVD WAUSAU WI 54401 WWW.ASPIRUS.ORG/FIND-A-LOCATION/ASPIRU 188, 324 X X X X ASPIRUS WAUSAU HOSPITAL INC 1 0 0 1 X X X X X X X X X 23 1 1 1 1 X WWW.ASPIRUS.ORG/COMMUNITY-REPORTS-NEEDS X 1 23 1 WWW.ASPIRUS.ORG/COMMUNITY-REPORTS-NEEDS 0 1 X 200.000000000000 300.000000000000 X X X 1 1 X X X X 1 X WWW.ASPIRUS.ORG/FINANCIAL-ASSISTANCE X WWW.ASPIRUS.ORG/FINANCIAL-ASSISTANCE X WWW.ASPIRUS.ORG/FINANCIAL-ASSISTANCE X X X X X X 1 X 0 X X X X 1 X 0 0 ASPIRUS WAUSAU HOSPITAL, INC. PART V, SECTION B, LINE 5: ASPIRUS WAUSAU HOSPITAL:FOR THE CHNA COMPLETED IN FY24 (SPRING 2024), ASPIRUS WAUSAU WORKED COLLABORATIVELY WITH LOCAL PARTNERS, INCLUDING THE UNITED WAY AND THE MARATHON COUNTY HEALTH DEPARTMENT, TO FACILITATE THE LIFE PROCESS. LIFE STANDS FOR LOCAL INDICATORS FOR EXCELLENCE. THE LIFE PROCESS HAS BEEN CONDUCTED EVERY TWO YEARS SINCE 1995. ASPIRUS WAUSAU HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT IS COMPLETED AS PART OF THE MARATHON COUNTY LIFE PROCESS. THE LIFE PROCESS INCLUDES MULTIPLE OPPORTUNITIES FOR COMMUNITY INPUT, INCLUDING (1) A COMMUNITY MEMBER SURVEY AND (2) KEY STAKEHOLDER INPUT AT MULTIPLE POINTS IN THE PROCESS. A CONCERTED EFFORT WAS MADE TO ENSURE THAT THE INDIVIDUALS AND ORGANIZATIONS REPRESENTED THE NEEDS AND PERSPECTIVES OF: PUBLIC HEALTH PRACTICE; INDIVIDUALS WHO ARE MEDICALLY UNDERSERVED, HAVE LOW INCOME, OR ARE CONSIDERED AMONG THE MINORITY POPULATIONS SERVED BY THE HOSPITAL; AND THE BROADER COMMUNITY AT LARGE AND THOSE WHO REPRESENT THE BROAD INTERESTS AND NEEDS OF THE COMMUNITY SERVED.(1) COMMUNITY MEMBER SURVEY. THE LIFE SURVEY HAS EVOLVED OVER TIME. THE MOST RECENT SURVEY WAS CONDUCTED IN JUNE AND JULY 2022, WITH RESULTS AVAILABLE FALL 2022. THE SURVEY ASSESSES IMPORTANT ISSUES REGARDING THE QUALITY OF LIFE IN MARATHON COUNTY. THE LIFE STEERING COMMITTEE CONTRACTED WITH THE SURVEY RESEARCH CENTER (SRC) AT THE UNIVERSITY OF WISCONSIN-RIVER FALLS TO CONDUCT THE SURVEY AND COMPILE RESULTS. THE SURVEYS WERE DISTRIBUTED BY MAIL, DIRECT CONTACT WITH INDIVIDUALS ACCESSING LOCAL NON-PROFIT SERVICES AND DIRECT EMAIL (WITH AN ELECTRONIC LINK TO THE SURVEY). OVER 450 INDIVIDUALS RESPONDED. (2) KEY STAKEHOLDER INPUT. IN ADDITION TO OBTAINING INPUT FROM A CROSS SECTION OF COMMUNITY MEMBERS, THE LIFE PROCESS ALSO INVOLVED INPUT FROM KEY STAKEHOLDERS AT MULTIPLE POINTS. STAKEHOLDERS PARTICIPATED ON THE LIFE STEERING COMMITTEE, ADVISORY COMMITTEE AND/OR SUBCOMMITTEES. STAKEHOLDERS REPRESENTED DIFFERENT SECTORS, INCLUDING: LAW ENFORCEMENT; K-12 EDUCATION; HIGHER EDUCATION; HEALTH CARE; BUSINESS AND INDUSTRY; ECONOMIC DEVELOPMENT; AGING; LOCAL GOVERNMENTAL PUBLIC HEALTH; ORGANIZATIONS THAT SERVE INDIVIDUALS WITH LOW INCOME (E.G., SALVATION ARMY, NEIGHBOR'S PLACE FOOD PANTRY); ORGANIZATIONS THAT SERVE INDIVIDUALS WHO ARE HMONG (E.G., HMONG AMERICAN CENTER); LOCAL POLICYMAKERS, AND MORE. - - - - - - - - - - - - - - - - PLOVER LOCATION:FOR THE CHNA COMPLETED IN FY23 (SPRING 2023), ASPIRUS COLLABORATED WITH THE UNITED WAY OF PORTAGE COUNTY, THE PORTAGE COUNTY HEALTH DEPARTMENT, THE COMMUNITY FOUNDATION OF CENTRAL WISCONSIN AND THE MARSHFIELD CLINIC HEALTH SYSTEM ON THE ASSESSMENT PROCESS. THIS GROUP IS THE EXECUTIVE COMMITTEE OF THE LIFE "LEADING INDICATORS OF EXCELLENCE" PROCESS AND REPORT. COMMUNITY MEMBERS FROM PORTAGE COUNTY PROVIDED INPUT ON THE TOP COMMUNITY HEALTH NEEDS THROUGH A LIFE SURVEY AS WELL AS FACILITATED COMMUNITY STAKEHOLDER DISCUSSIONS. - COMMUNITY SURVEY. TO GARNER COMMUNITY INPUT ON THE TOP ISSUES IN THE COMMUNITY, THE LIFE EXECUTIVE COMMITTEE CONTRACTED FOR A COMMUNITY SURVEY TO BE COMPLETED. IN SPRING 2022, THE SURVEY WAS SENT TO A RANDOM SAMPLE OF PEOPLE IN THE COUNTY. IN ADDITION, AS A WAY TO HELP ASSURE VOICES THAT MAY BE MORE VULNERABLE COULD BE HEARD BETTER, THE LIFE PROCESS LEADERS DELIBERATELY REACHED OUT TO INDIVIDUALS WHO LIKELY HAD LOW INCOME, WHO WERE RENTERS AND/OR WHO ARE INDIVIDUALS OF COLOR. OVER 500 INDIVIDUALS RESPONDED, WHICH EXCEEDED THE SAMPLE SIZE NEEDED FOR A STATISTICALLY RELIABLE ESTIMATE. - COMMUNITY STAKEHOLDER DISCUSSION VIRTUAL MEETINGS BY TOPIC AREA (FALL 2022). DATA FOR SIX DOMAINS (WITH A TOTAL OF 16 TOPICS AND 70 INDICATORS) WERE COMPILED. COMMUNITY STAKEHOLDERS WITH DEEP UNDERSTANDING OF THOSE TOPIC AREAS (INCLUDING THE PORTAGE COUNTY HEALTH DEPARTMENT) WERE CONVENED TO PROVIDE FEEDBACK ON THE DATA. THERE WERE FOUR DIFFERENT MEETINGS; STAKEHOLDERS ATTENDED THE MEETINGS RELEVANT TO THEIR TOPIC AREA(S). - COMMUNITY STAKEHOLDER PRIORITIZATION MEETING (JANUARY 2023). ALL OF THE STAKEHOLDERS WHO WERE INVITED TO THE VIRTUAL DATA MEETINGS WERE INVITED TO A LARGE GROUP PRIORITIZATION MEETING. ASPIRUS WAUSAU HOSPITAL, INC. PART V, SECTION B, LINE 6A: ASPIRUS WAUSAU HOSPITAL:FOR THE CHNA COMPLETED IN FY24 (SPRING 2024), THE HOSPITAL PARTNERED WITH MARSHFIELD CLINIC HEALTH SYSTEM. ASPIRUS WAUSAU HOSPITAL'S CHNA REPORT WAS AUTHORED BY ASPIRUS WAUSAU HOSPITAL. - - - - - - - - - - - - - - - - PLOVER LOCATION:FOR THE CHNA THAT WAS COMPLETED IN SPRING 2023, ASPIRUS PLOVER COLLABORATED WITH ASPIRUS STEVENS POINT HOSPITAL AND MARSHFIELD MEDICAL CENTER-RIVER REGION STEVENS POINT CAMPUS. ASPIRUS PLOVER HOSPITAL'S CHNA WAS AUTHORED BY ASPIRUS PLOVER HOSPITAL. ASPIRUS WAUSAU HOSPITAL, INC. PART V, SECTION B, LINE 6B: ASPIRUS WAUSAU HOSPITAL:FOR THE CHNA COMPLETED IN FY24 (SPRING 2024), THE HOSPITAL PARTNERED WITH THE UNITED WAY OF MARATHON COUNTY AND THE MARATHON COUNTY HEALTH DEPARTMENT. ASPIRUS WAUSAU'S CHNA WAS AUTHORED BY ASPIRUS WAUSAU HOSPITAL. - - - - - - - - - - - - - - - - PLOVER LOCATION:FOR THE CHNA THAT WAS COMPLETED IN SPRING 2023, ASPIRUS PLOVER HOSPITAL COLLABORATED WITH THE UNITED WAY OF PORTAGE COUNTY, THE PORTAGE COUNTY HEALTH DEPARTMENT AND THE COMMUNITY FOUNDATION OF CENTRAL WISCONSIN. ASPIRUS PLOVER HOSPITAL'S CHNA WAS AUTHORED BY ASPIRUS PLOVER HOSPITAL. ASPIRUS WAUSAU HOSPITAL, INC. PART V, SECTION B, LINE 11: IN FY24, ASPIRUS STRENGTHENED ITS COMMUNITY HEALTH EFFORTS BY IMPLEMENTING CROSS-ORGANIZATIONAL STRATEGIES ALONG WITH LOCAL STRATEGIES. CROSS-ORGANIZATIONAL STRATEGIES ARE IMPLEMENTED (AS APPROPRIATE) LOCALLY BUT BENEFIT FROM THE EXPERTISE AND STRUCTURE AVAILABLE WITHIN THE SYSTEM. DESCRIPTIONS BELOW REFLECT BOTH CROSS-ORGANIZATIONAL AND LOCAL STRATEGIES. WAUSAUFROM THE CHNA COMPLETED IN FY22 (AND EFFECTIVE IN FY23), ASPIRUS WAUSAU HOSPITAL IS ADDRESSING THE FOLLOWING ISSUES THROUGH ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND CORRESPONDING IMPLEMENTATION STRATEGY: MENTAL HEALTH; SUBSTANCE USE; DIVERSITY, INCLUSION AND BELONGING.MENTAL HEALTH AND SUBSTANCE USEASPIRUS WAUSAU HOSPITAL PROVIDED FUNDING AND IN-KIND TIME (EXPERTISE, TECHNICAL ASSISTANCE) FOR THE FOLLOWING ACTIVITIES: - RAISE YOUR VOICE CLUBS. RAISE YOUR VOICE (RYV) IS A SCHOOL CLUB DEVELOPED BY NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) TO INCREASE THE DISCUSSION AROUND MENTAL HEALTH. ASPIRUS PROVIDED FUNDING FOR FIVE LOCAL SCHOOLS TO IMPLEMENT THE PROGRAM. - MENTAL HEALTH AWARENESS. ASPIRUS SUPPORTED A MENTAL HEALTH SERIES IN PARTNERSHIP WITH THE LOCAL TV STATION. ASPIRUS MENTAL HEALTH PROFESSIONALS PROVIDED EXPERTISE. - RISE UP. RISE UP IS A NON-PROFIT WITH A MISSION TO HEAL, STRENGTHEN AND UNIFY THE COMMUNITY THROUGH ART WORKING WITH THOSE EXPERIENCING ADDICTION AND OTHER MENTAL HEALTH ISSUES. RISE UP USES A PARTICIPATORY ART FRAMEWORK TO ENGAGE AND CONNECT INDIVIDUALS. THIS PROCESS HAPPENS OVER MULTIPLE MONTHS AND ENGAGES THE PARTICIPANTS AND THE COMMUNITY TO DEVELOP THE MURAL. ASPIRUS HELPS FUND THE PROGRAM AND ALSO GIVES IN-KIND TIME TO HELP BUILD AND SUSTAIN THE ORGANIZATION. ASPIRUS PROVIDED FUNDING FOR:- SUBSTANCE USE RECOVERY SERVICES (IN ANOTHER REGION OF THE STATE).- 988 STICKERS ASPIRUS WAUSAU HOSPITAL PROVIDES IN-KIND TIME AND EXPERTISE FOR THE FOLLOWING ACTIVITIES: - MARATHON COUNTY ALCOHOL AND OTHER DRUG PARTNERSHIP. ASPIRUS IS ON THE PARTNERSHIP BOARD AND PARTICIPATES IN EDUCATIONAL EVENTS. - FATAL OVERDOSE DEATH REVIEW TEAM. ASPIRUS CONTRIBUTES ITS EXPERTISE TO THE COUNTY'S FATAL OVERDOSE DEATH REVIEW TEAM. THE TEAM REVIEWS DEATHS AS A WAY TO IDENTIFY OPPORTUNITIES FOR PREVENTION.DIVERSITY, INCLUSION AND BELONGING-PROVIDED SUPPORT THROUGH IN-KIND TIME AND FUNDING FOR MOSAIC OF CENTRAL WI TO SUPPORT THEIR MISSION AND TO OFFER LOCAL PROGRAMMING AROUND OUR GOALS OF IMPROVING OTHE COMMUNITY'S INCLUSIVENESS.-PROVIDED SUPPORT TO NEW BEGINNINGS TO PURCHASE BASIC NEED ITEMS FOR REFUGEES.SOCIAL DETERMINANTS OF HEALTHASPIRUS WAUSAU HOSPITAL PROVIDED FUNDING AND IN-KIND TIME (EXPERTISE, TECHNICAL ASSISTANCE) FOR THE FOLLOWING ACTIVITIES: - ACCESS TO HEALTHY FOODS. ASPIRUS WAUSAU HOSPITAL SUPPORTS AN ON-SITE FARMERS MARKET DURING THE SUMMER MONTHS. ASPIRUS IMPLEMENTS A FRUIT AND VEGGIE PRESCRIPTION PROGRAM FOR ELIGIBLE PATIENTS WITH CHRONIC DISEASES. - ASSOCIATION OF HISPANIC AMERICANS. ASPIRUS HELPED FUND AND WORKED WITH THE ASSOCIATION OF HISPANIC AMERICANS TO UNDERSTAND AND ADDRESS THE NEEDS WITHIN THE HISPANIC POPULATION INCLUDING FOOD, TRANSPORTATION AND PREVENTIVE CARE. - FINDHELP. FINDHELP IS A COMMUNITY RESOURCE PLATFORM. IT IS AVAILABLE PUBLICLY TO COMMUNITY MEMBERS AND IT IS ALSO ACCESSIBLE THROUGH THE ELECTRONIC HEALTH RECORD. STILL IN THE EARLY STAGES OF DEVELOPMENT, THE PLATFORM WILL ENABLE PROVIDERS TO CONNECT PATIENTS TO AVAILABLE LOW OR NO-COST COMMUNITY RESOURCES. ASPIRUS WAUSAU HOSPITAL PROVIDED FUNDING FOR THE FOLLOWING ACTIVITIES: - NURSE-FAMILY PARTNERSHIP. LED BY THE COUNTY HEALTH DEPARTMENT, THE PROGRAM FOCUSES ON BUILDING STRONG FAMILIES WITH CHILDREN WHO ARE AGES 0 TO 3. - WOMEN'S SHELTER. THE WOMEN'S COMMUNITY OPERATES A SAFE SHELTER FOR INDIVIDUALS EXPERIENCING ABUSE. - FOOD INSECURITY. ASPIRUS ADDRESSED FOOD INSECURITY THROUGH FUNDING OF MULTIPLE ENTITIES, INCLUDING: ST. BERNARD FOOD PANTRY IN ABBOTSFORD; THE NEIGHBOR'S PLACE (FOOD PANTRY IN WAUSAU); WAUSAU AREA MOBILE MEALS (FOOD DELIVERY TO SENIORS).- MIDWEST RENEWABLE ENERGY ASSOCIATION. SUPPORTING SUSTAINABILITY AND RENEWABLE ENERGY. OTHERASPIRUS WAUSAU HOSPITAL ALSO PROVIDED FUNDING FOR A VARIETY OF OTHER INITIATIVES, INCLUDING INITIATIVES THAT SUPPORT INDIVIDUALS WITH AUTISM, YOUTH WHO ARE INTERESTED IN ART, INDIVIDUALS WHO ARE HMONG AND INTERESTED IN NURSING, FLU VACCINES FOR OUTREACH EFFORTS AND A DATA PLATFORM FOR READY-ACCESS TO COMMUNITY HEALTH DATA. ************FROM THE CHNA COMPLETED IN FY22 (AND EFFECTIVE IN FY23), ASPIRUS WAUSAU HOSPITAL IS ADDRESSING THE FOLLOWING ISSUES THROUGH ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND CORRESPONDING IMPLEMENTATION STRATEGY: MENTAL HEALTH; SUBSTANCE USE; DIVERSITY, INCLUSION AND BELONGING.THE FOUR NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL ARE: CHILDCARE; HOUSING; WATER QUALITY; WORKFORCE DEVELOPMENT.CHILDCARE - ALTHOUGH ASPIRUS WILL NOT BE LEADING THIS INITIATIVE, ASPIRUS IS COMMITTED TO BEING A COMMUNITY PARTNER AT THE TABLE IN DISCUSSIONS ON HOW TO MAKE CHILDCARE MORE AFFORDABLE AND ACCESSIBLE FOR ALL.HOUSING - ASPIRUS WILL NOT BE LEADING THIS INITIATIVE BUT IS A PARTNER AT THE TABLE IN FINDING SOLUTIONS TO AFFORDABLE, SAFE HOUSING FOR THE COMMUNITY. WATER QUALITY - ASPIRUS IS COMMITTED TO DOING ITS PART TO BE GOOD STEWARDS OF RESOURCES. THROUGH INTERNAL SUSTAINABILITY EFFORTS, ASPIRUS WILL BE A PARTNER IN THIS WORK. WORKFORCE DEVELOPMENT - ALTHOUGH THIS IS NOT IDENTIFIED AS A TOP HEALTH PRIORITY, ASPIRUS CONTINUES TO PROVIDE INTERNSHIPS, MENTORSHIP PROGRAMS, SCHOLARSHIPS, AND PIPELINE RESOURCE TO BUILD A STRONG WORKFORCE. FOR THE CHNA AND IS THAT ARE EFFECTIVE JULY 1, 2024 (FOR FY25 AND THE SUBSEQUENT YEARS), THE HOSPITAL'S PRIORITIES ARE MENTAL HEALTH, SUBSTANCE USE AND FALLS PREVENTION. THE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL ARE: CHILDCARE; PUBLIC TRANSPORTATION; HOUSING / INCOME. CHILDCARE, PUBLIC TRANSPORTATION AND HOUSING / INCOME ARE ALL INFRASTRUCTURE ISSUES THAT ARE ESSENTIAL TO HEALTHY LIVING AND A HEALTHY COMMUNITY. ASPIRUS WILL COLLABORATE ON THESE AND OTHER INFRASTRUCTURE ISSUES, HOWEVER, ASPIRUS DOES NOT HAVE THE INTERNAL CAPACITY OR EXPERTISE TO LEAD. ASPIRUS WAUSAU HOSPITAL, INC. PART V, SECTION B, LINE 13B: THIRD PARTY SEGMENTATION AND PROPENSITY TO PAY. PART V, SECTION B, LINE 11 (CONTINUED): PLOVER LOCATION:IN FY24, ASPIRUS STRENGTHENED ITS COMMUNITY HEALTH EFFORTS BY IMPLEMENTING CROSS-ORGANIZATIONAL STRATEGIES ALONG WITH LOCAL STRATEGIES. CROSS-ORGANIZATIONAL STRATEGIES ARE IMPLEMENTED (AS APPROPRIATE) LOCALLY BUT BENEFIT FROM THE EXPERTISE AND STRUCTURE AVAILABLE WITHIN THE SYSTEM. DESCRIPTIONS BELOW REFLECT BOTH CROSS-ORGANIZATIONAL AND LOCAL STRATEGIES. THE SIGNIFICANT HEALTH PRIORITIES IN FY24 WERE: MENTAL HEALTH; SUBSTANCE USE. ASPIRUS HEALTH OFFERS THE RAISE YOUR VOICE PROGRAM IN MULTIPLE COMMUNITIES, INCLUDING IN STEVENS POINT. RAISE YOUR VOICE IS A STUDENT CLUB THAT INCREASES THE AWARENESS OF MENTAL HEALTH. THE PROGRAM IS CO-SPONSORED BY THE NATIONAL ALLIANCE FOR MENTAL ILLNESS (NAMI). WITH ASPIRUS FUNDING OVER THE LAST FEW YEARS, MANY CLUBS WERE ACTIVE IN THE REGION DURING THE 2023-24 SCHOOL YEAR. ASPIRUS STAFF PARTICIPATE ON THE COUNTY AODA COALITION. ASPIRUS CONTRACTS WITH THREE BRIDGES RECOVERY TO PROVIDE PEER SUPPORT SPECIALIST SERVICES, WHICH INCLUDES RECOVERY COACHING FOR PATIENTS IN NEED OF SUBSTANCE USE SUPPORT. THESE SERVICES INCREASE BOTH AVAILABILITY AND ACCESSIBILITY TO VARIOUS PATHWAYS OF SUBSTANCE USE RECOVERY THROUGH COACHING, MENTORING, ACCOUNTABILITY, AND PEER BEHAVIOR MODELING AT NO COST TO THOSE THEY SERVE. COACHES ARE AVAILABLE 24/7 TO RESPOND TO CALLS AND ARE ADVOCATES FOR VULNERABLE PATIENTS TO HELP THEM RECEIVE THE TREATMENT THEY WANT AND NEED. FOR THE TIME PERIOD JANUARY 2024 SEPTEMBER 2024: - 136 INDIVIDUALS WITH ALCOHOL USE DISORDER RECEIVED PEER SUPPORT SERVICES FROM THREE BRIDGES RECOVERY COACHES AND CERTIFIED PEER SPECIALISTS UNDER THE ASPIRUS FUNDING.- 117 INDIVIDUALS WITH ALCOHOL USE DISORDER IN A RESIDENTIAL SETTING (ASPIRUS BEHAVIOR HEALTH AND KOINONIA) RECEIVED PEER SUPPORT SERVICES IN A GROUP SETTING.ASPIRUS HEALTH OFFERS A FRUIT AND VEGETABLE PRESCRIPTION (FVRX) PROGRAM FOR ELIGIBLE PATIENTS. A VOUCHER IS GIVEN TO PATIENTS TO PURCHASE FRUITS AND VEGETABLES FROM LOCAL FARMERS. THE PROGRAM ALSO PROVIDES NUTRITION INFORMATION AND ACCESS TO RECIPES. DURING THE 2024 SEASON, OVER 700 VOUCHERS WERE DISTRIBUTED ACROSS THE SYSTEM.------ IN FY24, ASPIRUS PLOVER HOSPITAL'S PRIORITIES WERE MENTAL HEALTH AND SUBSTANCE USE. ASPIRUS WAS ONE OF MULTIPLE COMMUNITY ORGANIZATIONS TO FACILITATE A COLLABORATIVE ASSESSMENT PROCESS IN PORTAGE COUNTY. THE LIFE LEADING INDICATORS FOR EXCELLENCE PROCESS IS LED BY THE UNITED WAY OF PORTAGE COUNTY. OTHER LEAD ORGANIZATIONS INCLUDED: PORTAGE COUNTY DIVISION OF PUBLIC HEALTH, COMMUNITY FOUNDATION OF CENTRAL WISCONSIN, AND THE MARSHFIELD CLINIC HEALTH SYSTEM. AS PART OF THAT PROCESS, A PRIORITIZATION MEETING WAS HELD. OVER 70 COMMUNITY STAKEHOLDERS ATTENDED. THE TOP FOUR ISSUES IDENTIFIED AT THAT MEETING WERE: - BEHAVIORAL HEALTH (INCLUSIVE OF MENTAL HEALTH AND SUBSTANCE USE) - EARLY CHILDHOOD EDUCATION - SHELTER AND HOUSING - PREVENTIVE CARE THE ASPIRUS COMMUNITY HEALTH TEAM STRONGLY RECOMMENDED TO THE HOSPITAL LEADERSHIP TEAM THAT MENTAL HEALTH AND SUBSTANCE USE BE PRIORITIZED. THE COMMUNITY HEALTH TEAM SUGGESTED THE HOSPITAL LEADERSHIP TEAM DISCUSS EARLY CHILDHOOD EDUCATION AND PREVENTIVE CARE; THAT DISCUSSION RESULTED IN THE IDENTIFICATION OF 'CHILDHOOD WELLNESS' AS A TOP ISSUE FOR ASPIRUS STEVENS POINT HOSPITAL. COMPARED TO THE PLOVER HOSPITAL, THE STEVENS POINT HOSPITAL HAS SIGNIFICANT CHILDHOOD WELLNESS RESOURCES AND LEADERSHIP CAPACITY, INCLUDING THE BIRTH CENTER. THE PLOVER HOSPITAL MAY CONTRIBUTE TO CHILDHOOD WELLNESS, BUT IT IS NOT A FORMAL COMMUNITY HEALTH PRIORITY FOR THE HOSPITAL. SHELTER AND HOUSING WERE NOT SELECTED BECAUSE THE HOSPITALS DO NOT HAVE THAT EXPERTISE. 2 1 - PINE RIDGE SURGERY CENTER 2500 PINE RIDGE BLVD WAUSAU WI 54401 GENERAL MEDICAL & SURGICAL 2 - NORTHWOODS SURGERY CENTER LLC 611 VETERANS PARKWAY WOODRUFF WI 54568 GENERAL MEDICAL & SURGICAL PART I, LINE 3C: THE PATIENT/GUARANTOR, HUSBAND OR WIFE, AND DEPENDENTS MAY NOT HAVE PROPERTY IN EXCESS OF THE FOLLOWING (EXCEPT FOR BALANCES INCURRED AT HOSPITALS THAT PARTICIPATE IN THE NATIONAL HEALTH SERVICE CORPS PROGRAM (NHSC) AND/OR MICHIGAN STATE LOAN REPAYMENT PROGRAM (MSLRP) WHERE THIS CRITERIA DOES NOT APPLY): PRIMARY RESIDENCE IS EXEMPT FOR PATIENTS UNDER 200% FEDERAL POVERTY GUIDELINES. FOR THOSE OVER 200% EQUITY ALLOWANCE IS $75,000 (FINANCIAL STATEMENTS AND TAX BILLS ARE REQUIRED). INCOME PRODUCING LAND (E.G., DAIRY FARM) IS EVALUATED INDIVIDUALLY ON A CASE-BY-CASE BASIS. CASH ASSETS IN EXCESS OF $4,000 AT THE TIME OF APPLICATION (EXCEPT FOR BALANCES INCURRED AT HOSPITALS THAT PARTICIPATE IN THE NATIONAL HEALTH SERVICE CORPS PROGRAM (NHSC) AND/OR MICHIGAN STATE LOAN REPAYMENT PROGRAM (MSLRP) WHERE THIS CRITERIA DOES NOT APPLY). SPECIFICALLY EXCLUDED FROM CONSIDERATION ARE IRA AND PENSION PLANS WHERE RETIREMENT WITHDRAWALS HAVE NOT BEGUN AND IRREVOCABLE BURIAL TRUST FUNDS. TOTAL NET ASSETS CANNOT EXCEED 800% OF FEDERAL POVERTY GUIDELINES. THIS INCLUDES ALL ASSETS INCLUDING CASH ASSETS ABOVE. PART I, LINE 7: THE COSTING METHODOLOGY USED ON FORM 990, SCHEDULE H IS BASED ON A COST TO CHARGE RATIO WHICH IS DEVELOPED BASED ON THE HOSPITAL'S TOTAL OPERATING EXPENSES LESS THE PROVISION FOR BAD DEBTS DIVIDED BY GROSS PATIENT SERVICE REVENUE. THIS COST TO CHARGE RATIO IS APPLIED AGAINST VARIOUS REVENUE AND EXPENSE CATEGORIES TO COMPUTE THE ESTIMATED COMMUNITY BENEFIT EXPENSE UNDER IRS SUGGESTED COSTING METHODS FOR FORM 990. PART I, LINE 7G: THE COSTS OF SUBSIDIZED HEALTH SERVICES ARE RELATED TO THE EMERGENCY AND TRAUMA UNIT, OUTPATIENT PALLIATIVE (COMFORT CARE) UNIT, RENAL DIALYSIS UNIT, REHAB UNIT, WOUND CLINIC UNIT, AND HOSPICE CARE UNIT. ASPIRUS WAUSAU HOSPITAL UTILIZED AN INTERNAL DEPARTMENTAL FINANCIAL STATEMENT TO REPORT THE COST AND DIRECT OFFSETTING REVENUE THAT CALCULATES THE COMMUNITY BENEFIT EXPENSE. THE EMERGENCY AND TRAUMA UNIT REPORTED COSTS OF 101,355,220 WITH OFFSETTING REVENUE OF 93,644,188. THE OUTPATIENT PALLIATIVE CARE UNIT REPORTED COSTS OF 2,212,289 WITH OFFSETTING REVENUE OF 1,785,057. THE RENAL DIALYSIS UNIT REPORTED COSTS OF 3,690,776 WITH OFFSETTING REVENUE OF 3,206,708. THE REHAB UNIT REPORTED COSTS OF 2,056,119 WITH OFFSETTING REVENUE OF 1,784,285. THE WOUND CLINIC UNIT REPORTED COSTS OF 3,137,087 WITH OFFSETTING REVENUE OF 2,842,296. THE HOSPICE CARE UNIT REPORTED COSTS OF 1,153,203 WITH OFFSETTING REVENUE OF 404,305. PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 24E, BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES IN THIS COLUMN IS $11,485,190. PART II, COMMUNITY BUILDING ACTIVITIES: EVERY COMMUNITY DESERVES STRONG HEALTH CARE SERVICES. IN ORDER TO HAVE A STRONG HEALTH CARE SYSTEM, A STRONG HEALTH CARE WORKFORCE IS NEEDED. ONE WAY TO EXPAND THE PIPELINE OF HEALTH CARE WORKERS IS TO OFFER OPPORTUNITIES ABOUT HEALTH CARE CAREERS TO YOUTH STILL IN SCHOOL. HEALTH CAREERS INFORMATION CAN INCREASE YOUNG PEOPLE'S INTEREST IN HEALTH CAREERS AND INCREASE THE NUMBER OF NEW HEALTH CARE WORKERS IN THE FIELD. PART III, LINE 2: THE PROVISION FOR BAD DEBTS IS BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTION CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON THESE TRENDS. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN ESTIMATED ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. ACCOUNTS RECEIVABLES ARE WRITTEN OFF AFTER ALL COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH ASPIRUS' POLICIES. THE COSTING METHODOLOGY USED WAS THE PATIENT CARE COST TO CHARGE RATIO WHICH WAS DERIVED FROM THE CALCULATION ON IRS WORKSHEET 2. PART III, LINE 3: THE ORGANIZATION HAS A VERY ROBUST FINANCIAL ASSISTANCE PROGRAM; THEREFORE, NO ESTIMATE IS MADE FOR BAD DEBT ATTRIBUTED TO FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. PART III, LINE 4: THE PROVISION FOR BAD DEBTS IS BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTION CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON THESE TRENDS. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN ESTIMATED ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. ACCOUNTS RECEIVABLES ARE WRITTEN OFF AFTER ALL COLLECTION EFFORTS HAVE BEEN FOLLOWED IN ACCORDANCE WITH ASPIRUS' POLICIES.BAD DEBT POLICY AND PROCEDURE:POLICY: I. ASPIRUS' FINANCIAL POLICY REQUIRES SETTLEMENT OF A PATIENT SELF-PAY BILL OR ACCOUNT WILL BE REFERRED FOR OUTSIDE COLLECTION. II. FAILURE TO MEET THESE REQUIREMENTS IN ASPIRUS POLICY WILL RESULT IN THE ACCOUNT BEING CONSIDERED FOR BAD DEBT ONCE ALL COLLECTION EFFORTS HAVE BEEN EXHAUSTED. THE ACCOUNT WILL BE REMOVED FROM ACCOUNTS RECEIVABLE AND TURNED OVER TO AN OUTSIDE AGENCY OR LAW FIRM FOR COLLECTION. PRIOR TO THIS HAPPENING, THE FOLLOWING CRITERIA MUST BE MET: A. PATIENT FINANCIAL SERVICES STAFF WILL MAKE REASONABLE COLLECTION EFFORTS BY WAY OF: 1. MONTHLY STATEMENTS 2. COLLECTION LETTERS INCLUDING PLAIN LANGUAGE SUMMARY (PLS) 3. COLLECTION PHONE CALLS 4. VERIFICATION THAT CHARITY CARE WAS OFFERED WITHIN THE PAST 12-MONTHS AS RECORDED IN THE ELECTRONIC HEALTH RECORD (EMR) WITH STAFF HAVING THE DISCRETION TO OFFER AGAIN WITHIN THE 12-MONTHS. III. ALL COLLECTION ACTIVITY AND PATIENT CONTACTS WILL BE DOCUMENTED ON THE INDIVIDUAL ACCOUNTS. IV. ALL COLLECTION ACCOUNTS ARE TO BE TREATED THE SAME REGARDLESS OF PAYOR TYPE: SELF-PAY, GENERAL INSURANCE, MEDICARE, OR MEDICAL ASSISTANCE. V. PATIENT FINANCIAL SERVICES STAFF WILL USE SOUND BUSINESS JUDGMENT WHEN WORKING WITH THE ACCOUNT. AT THE DISCRETION OF THE FINANCIAL COUNSELOR, CREDIT REPORTS WILL BE REQUESTED FROM THE CREDIT BUREAU AND PROPERTY VERIFICATION OBTAINED THROUGH THE COUNTY TREASURER'S OFFICE. PROCEDURE: VI. THE FINAL STEP IS TO SUBMIT THE ACCOUNT TO A COLLECTION AGENCY OR LAW FIRM. EACH ACCOUNT IS REVIEWED TO DETERMINE IF THE ACCOUNT HAS MET THE BAD DEBT CRITERIA. ONCE IT HAS BEEN DETERMINED THAT ALL REQUIREMENTS HAVE BEEN MET, THE ACCOUNT IS TRANSFERRED FROM ACCOUNTS RECEIVABLE TO BAD DEBT BY THE FINANCIAL COUNSELOR. SPECIFIC PROCEDURES PERTAINING TO THE DETAILED PROCEDURAL STEPS FOR TRANSFERRING TO THE AGENCY CAN BE FOUND IN THE INTERNAL POLICY. A. ADDITIONAL INFORMATION REGARDING MEDICARE BAD DEBTS: 1. THE DEBT MUST BE RELATED TO COVERED SERVICES AND DERIVED FROM DEDUCTIBLE AND COINSURANCE AMOUNTS. 2. THE HOSPITAL MUST PROVIDE REASONABLE COLLECTION EFFORTS. 3. THE DEBT IS NOT COLLECTABLE (AT LEAST 120 DAYS OUTSTANDING FROM THE DATE OF THE LAST PATIENT PAYMENT.) 4. SOUND BUSINESS JUDGMENT ESTABLISHES THAT THERE WAS NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE. B. BAD DEBT RECOVERIES 1. PAYMENTS ON MONTHLY REMITTANCE ADVICES FROM OUTSIDE COLLECTION AGENCIES WILL BE POSTED TO EACH INDIVIDUAL ACCOUNT. 2. PAYMENTS MADE DIRECTLY TO ASPIRUS BUT INTENDED FOR COLLECTION ACCOUNTS WILL BE POSTED TO THE APPROPRIATE ACCOUNT AND REPORTED DAILY/WEEKLY TO COLLECTION AGENCIES FOR RECONCILIATION OF THEIR RECORDS. 3. INVOICES FOR COMMISSIONS DUE TO COLLECTION AGENCIES WILL BE PROCESSED MONTHLY. INVOICE AND REMITTANCE ADVICE WILL BE REVIEWED BY THE FINANCIAL COUNSELOR TEAM LEAD AND APPROVED BY THE MANAGER/DIRECTOR, THEN SUBMITTED TO FISCAL SERVICES FOR CHECK PROCESSING AND PAYMENT TO AGENCIES FOR COMMISSIONS DUE. PART III, LINE 8: THE TOTAL MEDICARE REVENUE SHOWN IN SCHEDULE H OF THE FORM 990 IS BASED ON THE IRS 990 INSTRUCTIONS AND INCLUDES ONLY A PORTION OF THE GROSS MEDICARE REVENUE OF THE ORGANIZATION AND ALSO DOES NOT CONSIDER CONTRACTUAL ADJUSTMENTS FOR THE REIMBURSEMENT THAT IS ACTUALLY RECEIVED FROM THE MEDICARE PROGRAM. AMOUNTS LISTED FOR MEDICARE REVENUES DO NOT INCLUDE SIGNIFICANT PORTIONS OF LABORATORY SERVICES PROVIDED TO MEDICARE BENEFICIARIES AS WELL AS PHYSICIAN SERVICES FOR THE COVERAGE OF THE EMERGENCY DEPARTMENT, ANESTHESIA PROFESSIONAL SERVICES, SURGICAL PHYSICIAN PROFESSIONAL SERVICES, AND REVENUES FOR ANY PATIENTS COVERED UNDER MEDICARE ADVANTAGE PLAN PROGRAMS. PHYSICIAN SERVICES ARE REIMBURSED PRIMARILY ON FEE SCHEDULES AT RATES THAT ARE OFTEN BELOW THE COSTS OF CARING FOR PATIENTS. EMERGENCY AND SURGICAL SERVICES PROVIDED TO MEDICARE PATIENTS ARE VITAL TO THE WELL-BEING OF THE COMMUNITY AND THEREFORE THESE COSTS AND SHORTFALLS SHOULD ALSO BE CONSIDERED AS AN ADDITIONAL BENEFIT THAT THE HOSPITAL PROVIDES TO THE COMMUNITY AND SURROUNDING AREAS. THE COSTING METHOD ABOVE FOR IRS 990 COMPLIANCE REPORTING IS ALSO BASED ON THE FILED MEDICARE COST REPORT FOR THE YEAR ENDED JUNE 30, 2024 AND DOES NOT CONSIDER MEDICARE NON-ALLOWABLE EXPENSES AS IT IS BASED ON TOTAL HOSPITAL PATIENT SERVICE REVENUES (IGNORING CONTRACTUAL ADJUSTMENTS ON FEE SCHEDULE REIMBURSED ITEMS AND NON-ALLOWABLE MEDICARE EXPENSES AS NOTED ABOVE).MEDICARE ALLOWABLE COST IS BASED ON THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CMS. PART III, LINE 9B: PATIENT FINANCIAL SERVICES (PFS) PROACTIVELY IDENTIFIES UNINSURED PATIENTS AND UNDER-INSURED PATIENTS AND SCREENS THEM FOR FINANCIAL ASSISTANCE AND COUNSELING WITHOUT REGARD TO RACE, ETHNICITY, GENDER, RELIGION, OR NATIONAL ORIGIN. THESE SERVICES ARE PROVIDED AT NO CHARGE. PFS COUNSELORS WORK WITH UNINSURED AND UNDER-INSURED PATIENTS TO HELP THEM UNDERSTAND THE SYSTEM'S FINANCIAL ASSISTANCE/DISCOUNTING POLICIES AND HOW THEY CAN QUALIFY FOR ASSISTANCE AND/OR DISCOUNTS INCLUDING A REFERRAL TO PUBLIC AND PRIVATE PROGRAMS TO DETERMINE ELIGIBILITY. PART VI, LINE 2: IN ADDITION TO ASSESSING NEEDS THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), THE HOSPITAL:- SYSTEMATICALLY REVIEWS PATIENT EXPERIENCE DATA TO UNDERSTAND OPPORTUNITIES TO ADDRESS PATIENT CONCERNS. - MAINTAINS AN INVOLVED REGIONAL BOARD OF DIRECTORS, WHICH MEETS NEARLY MONTHLY. HOSPITAL BOARD MEMBERS ARE FROM MULTIPLE SECTORS, INCLUDING MEDICINE, INDUSTRY AND LEGAL. - SUPPORTS ITS STAFF IN PARTICIPATING ON COMMUNITY BOARDS AND COMMITTEES THAT PROVIDE INSIGHT ON LOCAL CIRCUMSTANCES.- REVIEWS FUNDING REQUESTS (TO THE HOSPITAL AND/OR HOSPITAL FOUNDATION) AS AN INDICATOR OF LOCAL NEEDS.- INITIATED A SOCIAL NEEDS SCREENING PROCESS THAT, OVER TIME, WILL PROVIDE INSIGHT INTO PATIENT NEEDS IN ADDITION TO THEIR IMMEDIATE CARE.- ACCESSED REPORTS AND DATA PROVIDED BY THIRD PARTY ENTITIES. - CONDUCTS ONGOING MARKET ANALYSIS TO ASSESS LOCAL DEMAND FOR DIFFERENT SERVICE LINES. PART VI, LINE 3: ALL PATIENT STATEMENTS PROVIDE INFORMATION REGARDING THE ASPIRUS FINANCIAL AID PROGRAM. THIS INCLUDES A TELEPHONE NUMBER TO REQUEST IN-PERSON ASSISTANCE, INFORMATION ABOUT THE PROGRAM AS WELL AS TO REQUEST AN APPLICATION. THE STATEMENT ALSO PROVIDES THE WEB ADDRESS WHICH DIRECTS PATIENTS TO OUR FINANCIAL AID POLICY AS WELL AS THE APPLICATION AND PLAIN LANGUAGE SUMMARY. LETTERS FROM CENTRAL BILLING OFFICE STAFF INFORM PATIENTS THAT ASPIRUS HAS A FAP. THE FAP IS OFFERED AT THE TIME OF REGISTRATION ANNUALLY TO ALL PATIENTS. IF ASPIRUS FINANCIAL COUNSELORS NOTICE THE PATIENT HAS NOT BEEN OFFERED AN APPLICATION WITHIN THE PAST YEAR, THEY WILL ALSO ASK IF THE PATIENT WOULD LIKE ONE MAILED OR IF THE PATIENT SHOWS FINANCIAL DISTRESS. FINANCIAL COUNSELORS OFFER FAP TO PATIENTS DURING COLLECTION CALLS, WHEN APPLICABLE. ASPIRUS HAS CERTIFIED APPLICATION COUNSELORS THAT ARE AVAILABLE TO ASSIST WITH MARKETPLACE ENROLLMENT AT WELL AS MEDICAL ASSISTANCE APPLICATIONS. ELEVATE PFS (CONTRACTED ENTITY) IS USED TO REVIEW ALL PATIENTS THAT ARE INPATIENT OR PRESENT TO THE ED TO ASSIST WITH MEDICAL ASSISTANCE APPLICATIONS. PART VI, LINE 4: ASPIRUS WAUSAU HOSPITAL:ASPIRUS WAUSAU HOSPITAL IS THE FLAGSHIP OF THE ASPIRUS SYSTEM THAT SERVES PATIENTS IN 14 COUNTIES ACROSS NORTHERN AND CENTRAL WISCONSIN, AS WELL AS THE UPPER PENINSULA OF MICHIGAN. FOR PURPOSES OF THE CHNA, THE HOSPITAL'S SERVICE AREA INCLUDES MARATHON COUNTY AS WELL AS PORTIONS OF SURROUNDING COUNTIES. A RANGE OF HEALTH ISSUES WERE EXAMINED FOR THE IDENTIFIED AREA AS WELL AS SOCIAL DETERMINANTS KNOWN TO IMPACT THE HEALTH OF A POPULATION SUCH AS SOCIOECONOMIC, ENVIRONMENTAL, AND CULTURAL CONDITIONS. ACCORDING TO THE U.S. CENSUS BUREAU, MARATHON COUNTY HAD A POPULATION OF 137,201. ASIDE FROM WAUSAU, THE COUNTY SEAT CLASSIFIED BY THE U.S. CENSUS BUREAU AS A "METROPOLITAN STATISTICAL AREA," MARATHON COUNTY IS LARGELY RURAL. WITH A TOTAL AREA OF 1,576 SQUARE MILES, IT IS THE LARGEST COUNTY IN WISCONSIN BY LAND AREA. HERE ARE SOME DETAILS ABOUT ITS POPULATION: PERSONS PER SQUARE MILE: 89.3PERSONS UNDER 5 YEARS OLD: 5.6%PERSONS UNDER 18 YEARS OLD: 22.7%PERSONS 65 YEARS AND OVER: 18.6%WHITE PERSONS: 89.6%ASIAN PERSONS: 6.15%HISPANIC OR LATINO: 3.3%PERSONS PER HOUSEHOLD: 2.42PERSONS BELOW POVERTY LEVEL: 6.7%MEDIAN HOUSEHOLD INCOME: $71,307PERCENT WITHOUT HEALTHCARE COVERAGE: 5.7%PERCENT USING PUBLIC INSURANCE (MEDICAID, MEDICARE, VETERANS BENEFITS, ETC.): 35.8%NUMBER OF HOSPITALS IN THE COUNTY: 2 (INCLUDING ASPIRUS WAUSAU HOSPITAL)MARATHON COUNTY HAS THE FOLLOWING DESIGNATED HEALTH PROFESSIONAL SHORTAGE AREAS: MENTAL HEALTH; PRIMARY CARE (POPULATION-BASED). - - - - - - - - - - - - - - - - PLOVER LOCATION:THE PRIMARY SERVICE AREA OF THE HOSPITAL IS PORTAGE COUNTY, ALTHOUGH IT DOES SERVE NEIGHBORING COUNTIES. PORTAGE COUNTY IS A RURAL COUNTY IN CENTRAL WISCONSIN. IT COVERS 800 SQUARE MILES, WITH 87.9 PEOPLE PER SQUARE MILE AND AN OVERALL POPULATION OF 70,468 PEOPLE. HERE ARE SOME DETAILS ABOUT ITS POPULATION: PERSONS UNDER 18 YEARS: 19.0%PERSONS 65 YEARS AND OVER: 18.0%WHITE PERSONS: 93.5%AFRICAN AMERICAN PERSONS: 1.0%AMERICAN INDIAN PERSONS: 0.5%ASIAN PERSONS: 3.3%PERSONS OF TWO OR MORE RACES: 1.6%HISPANIC OR LATINO: 3.8%LANGUAGE OTHER THAN ENGLISH SPOKEN AT HOME: 5.0%HIGH SCHOOL GRADUATE OR HIGHER: 94.8%PERSONS BELOW POVERTY LEVEL: 10.4%MEDIAN HOUSEHOLD INCOME: $65,550PERCENT WITHOUT HEALTHCARE COVERAGE: 5.1%PERCENT USING PUBLIC INSURANCE (MEDICAID, MEDICARE, VETERANS' BENEFITS, ETC.): 35.8%NUMBER OF HOSPITALS IN THE COUNTY: 3 (INCLUDING ASPIRUS STEVENS POINT HOSPITAL AND ASPIRUS PLOVER HOSPITAL) TWO POST-SECONDARY INSTITUTIONS ARE LOCATED IN PORTAGE COUNTY. THE TECHNICAL COLLEGE AND A 4-YEAR UNIVERSITY BRING AN INFLUX OF THOUSANDS OF NON-RESIDENT STUDENTS INTO THE AREA ANNUALLY. THIS CAN IMPACT THE HEALTH CARE SYSTEM. PORTAGE COUNTY IS A DESIGNATED HEALTH PROFESSIONS SHORTAGE AREA (HPSA) FOR PRIMARY CARE. PART VI, LINE 5: FY24 THE HOSPITAL PROMOTES THE HEALTH OF THE COMMUNITY THROUGH ITS COMMUNITY HEALTH AND COMMUNITY BENEFIT WORK. ADDITIONALLY, THE HOSPITAL: - MAINTAINS A BOARD OF DIRECTORS THAT REFLECTS THE COMMUNITY. - BRINGS ITS EXPERTISE INTO THE COMMUNITY THROUGH PROGRAMS, SCREENINGS, AND COMMUNITY BOARD AND ADVISORY COMMITTEE MEMBERSHIP.- PROVIDES HIGH QUALITY SERVICES AND IMPLEMENTS ONGOING QUALITY IMPROVEMENT INITIATIVES. - BUDGETS FOR CUTTING EDGE TECHNOLOGIES AND EQUIPMENT THAT SUPPORT PATIENT HEALTH.- OFFERS TRANSPORTATION ASSISTANCE FOR PATIENTS AS APPROPRIATE. - PROVIDES PRECEPTORS FOR HEALTH PROFESSIONS STUDENTS-IN-TRAINING, WHICH ADVANCES THE HEALTH CARE WORKFORCE.THE PLOVER LOCATION PROMOTES THE HEALTH OF COMMUNITY IN THE SAME WAYS AS ASPIRUS WAUSAU HOSPITAL. AS THE FLAGSHIP TERTIARY CENTER FOR ASPIRUS, WAUSAU HOSPITAL PROVIDES: - LOW-COST TEMPORARY LODGING SO THAT PATIENTS AND/OR THEIR FAMILY NEEDING EXTENDED SPECIALTY CARE HAVE ACCOMMODATIONS. - AN ON-SITE (SEASONAL) FARMERS MARKET AVAILABLE TO EMPLOYEES AND THE COMMUNITY. THIS INCREASES ACCESS TO FRESH FRUIT AND VEGETABLES.- PROFESSIONAL DEVELOPMENT FOR STAFF, ASSURING THE CARE PROVIDED INCORPORATES THE MOST UP-TO-DATE BEST PRACTICES. - CROSS-TRAINING OPPORTUNITIES. FOR INSTANCE, A WAUSAU-BASED BEREAVEMENT COORDINATOR TRAINS STAFF ACROSS THE SYSTEM ON NORMAL GRIEF RESPONSE, RESILIENCE AND HOSPICE CARE AND SUPPORT. THE COORDINATOR TRAINS THROUGH THE NURSE RESIDENCY PROGRAM AS WELL AS IN UNIT/DEPARTMENT MEETINGS. UNIT/DEPARTMENT LEADERS CAN REQUEST BEREAVEMENT INFORMATION AND SUPPORT FOR THEIR TEAM. SIMILARLY, AS A LEVEL 2 TRAUMA CENTER, WAUSAU HOSPITAL PROVIDES LOCAL AND CROSS-SYSTEM ACCESS TO INJURY PREVENTION EXPERTISE AND RESOURCES. A SYSTEM-LEVEL MARKETING/COMMUNICATIONS TEAM SUPPORTS THE ONLINE ASPIRUS MEDIA CENTER FEATURING MEDICAL EXPERTS. THE TEAM DEVELOPS AND PROMOTES HEALTH EDUCATION INFORMATION (E.G., ON DIABETES, TICK BITES, SNOWMOBILE SAFETY) FOR PATIENTS AND THE GENERAL PUBLIC. ASPIRUS HEALTH ALSO PROVIDES CONTRACTED EMPLOYEE HEALTH/WELLNESS SERVICES FOR BUSINESSES (INCLUDING ON-SITE CLINICS FOR EMPLOYERS). THIS INCREASES EMPLOYEES' ACCESS TO CARE, PARTICULARLY PREVENTION SERVICES AND PROGRAMS. THE PLOVER LOCATION HAS ACCESS TO THE SAME RESOURCES AS MENTIONED ABOVE. PART VI, LINE 6: ASPIRUS HEALTH IS A NONPROFIT, COMMUNITY-DIRECTED HEALTH SYSTEM BASED IN WAUSAU, WISCONSIN, SERVING NORTHEASTERN MINNESOTA, NORTHERN AND CENTRAL WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN. THE HEALTH SYSTEM OPERATES 18 HOSPITALS AND 130 OUTPATIENT LOCATIONS WITH NEARLY 14,000 TEAM MEMBERS, INCLUDING 1,300 EMPLOYED PHYSICIANS AND ADVANCED PRACTICE CLINICIANS. ASPIRUS SERVES COMMUNITIES THROUGH HOME HEALTH AND HOSPICE CARE, PHARMACIES, CRITICAL CARE AND AIR-MEDICAL TRANSPORT, MEDICAL GOODS, AND ADULT LIVING AND CARE FACILITIES. THE COMBINED EFFORTS PROVIDE RURAL COMMUNITIES WITH THE ACCESS TO CARE THAT THEY MAY NOT OTHERWISE BE ABLE TO HAVE. FOR MORE INFORMATION, VISIT ASPIRUS.ORG. 1 HODAG FACILITIES FOUNDATION 84 W DAVENPORT STREET SUITE 222 RHINELANDER WI 54501 050572723 501(C)(3) 60000 0 SPONSORSHIP UNITED WAY OF MARATHON COUNTY 705 S 24TH AVENUE STE 400B WAUSAU WI 54401 390935496 501(C)(3) 30000 0 SPONSORSHIP WAUSAU AREA MOBILE MEALS 609 SCOTT STREET STE G WAUSAU WI 54403 391238060 501(C)(3) 11000 0 SPONSORSHIP WAUSAU EVENTS INC 316 SCOTT STREET WAUSAU WI 54403 391612386 501(C)(3) 10000 0 SPONSORSHIP 4 0 PART I, LINE 2: THE EXECUTIVE DIRECTOR OF ASPIRUS HEALTH FOUNDATION ADMINISTERS THE FUNDS IN THE ASPIRUS COMMUNITY PARTNER FUND (CPF). THE FUNDS FROM CPF ARE GIVEN TO COMMUNITY PROGRAMS TO INCREASE THE QUALITY OF LIFE IN THE REGION OR ARE RELATED TO HEALTH INITIATIVES. THEY ARE NOT USED, IN GENERAL, FOR SPONSORSHIPS OR MARKETING-ALBEIT, WE WORK CLOSELY WITH MARKETING WHEN DISPERSING FUNDS FROM THE ACCOUNT. AN ANNUAL BUDGET IS SET FOR THE CPF AND THROUGHOUT THE YEAR WE MAINTAIN RECORDS TO TRACK WHO GETS THE FUNDS, AMOUNTS DISPERSED, AND WHY. X X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER PLATTA REGIONAL MEDICAL DIRECTOR 1990937 0 0 0 5533 0 9900 0 38776 0 2045146 0 0 0 ANDREW HUANG PHYSICIAN 1962857 0 5000 0 5486 0 9900 0 36338 0 2019581 0 0 0 MATTHEW HEYWOOD PRESIDENT & CEO ASPIRUS 0 1252366 0 353673 0 12078 0 9900 0 294286 0 1922303 0 0 BRET STYSLY PHYSICIAN 1390082 0 0 0 5531 0 9900 0 38135 0 1443648 0 0 0 AGNIESZKA THOMPSON PHYSICIAN 1384534 0 0 0 5486 0 9900 0 37338 0 1437258 0 0 0 SIDNEY SCZYGELSKI SENIOR VP OF FINANCE/CFO 0 659271 0 285397 0 350078 0 9900 0 124373 0 1429019 0 337358 JUSTIN ASQUITH PHYSICIAN 1064347 0 0 0 45538 0 9900 0 2089 0 1121874 0 0 0 JAMES M CYGAN MD BOARD MEMBER/PHYSICIAN 946315 0 0 0 7322 0 9900 0 35813 0 999350 0 0 0 JESSE TISCHER SVP & PRESIDENT-AWH 0 593684 0 118969 0 51744 0 4185 0 111815 0 880397 0 50242 JEFFREY WICKLANDER SVP & CENTRAL REGION PRESIDENT 544955 0 68729 0 70662 0 9152 0 118085 0 811583 0 68358 0 ELIZABETH RENAKER-JANSEN DO BOARD MEMBER/PHYSICIAN 0 710341 0 5000 0 45540 0 9900 0 37232 0 808013 0 0 MICHAEL HOLZHUETER SVP-GENERAL COUNSEL 0 545744 0 83740 0 59451 0 9440 0 106471 0 804846 0 55822 MICHAEL WALTERS SVP-SYSTEM CHIEF MEDICAL OFFICER 0 553897 0 56638 0 59096 0 9900 0 39845 0 719376 0 56806 JENNIFER REDMAN-SCHELL (NV) SVP & PRESIDENT-AMG 0 509155 0 94839 0 3640 0 9900 0 84664 0 702198 0 0 JAMES MATHESON SVP-CHIEF STRATEGY OFFICER 0 405912 0 73047 0 43992 0 8193 0 94764 0 625908 0 32339 ERIC ANDERSON CHIEF COMPLIANCE OFFICER 0 423444 0 72853 0 2438 0 9358 0 90310 0 598403 0 0 CONSTANCE BRADLEY SVP & PRES. REGIONAL MARKETS 0 391495 0 70030 0 27953 0 9900 0 80267 0 579645 0 24444 RYAN ANDREWS VP-SYSTEM SR. PHYSICIAN EXEC. 459690 0 57629 0 11819 0 9900 0 40024 0 579062 0 0 0 SUSAN SCHNEIDER VP-SYSTEM SR. PHYSICIAN EXEC. 0 450107 0 55813 0 4242 0 9900 0 24265 0 544327 0 0 LAWRENCE G LEIBERT MD BOARD MEMBER/PHYSICIAN 0 472395 0 0 0 8564 0 7257 0 29971 0 518187 0 0 JENNIFER R ENMAN-BOURGON DO BOARD MEMBER/PHYSICIAN 0 364309 0 8731 0 20486 0 9900 0 35039 0 438465 0 0 MICHAEL A UMLAND MD BOARD MEMBER/PHYSICIAN 0 277560 0 0 0 6822 0 6794 0 39089 0 330265 0 0 TOU SHOUA LOR MD BOARD MEMBER/PHYSICIAN 0 281233 0 0 0 5482 0 5789 0 36451 0 328955 0 0 MARY JO WENDLING MD FORMER BOARD MEMBER/PHYSICAN 0 261844 0 0 0 6238 0 5754 0 2174 0 276010 0 0 JEFFREY JONES SVP-CFO (THRU 04/23) 0 220906 0 0 0 2036 0 3492 0 9464 0 235898 0 0 PART I, LINE 4B SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: S. SCZYGELSKI $337,358 J. MATHESON $32,339 J. WICKLANDER $68,358 J. TISCHER $50,242 M. HOLZHUETER $55,822 M. WALTERS $56,806 C. BRADLEY $24,444 457(F) RETIREMENT PLAN PROFILE: 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. A WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITIES 391337855 97710BLW0 2009-10-07 27200000 REFUND BONDS ISSUED 3/18/2009 0 0 0 B WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITIES 391337855 97710B7X4 2013-04-12 47001087 REVENUE BONDS SERIES 2013 0 0 0 C WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITIES 391337855 97712DC53 2017-11-02 39002258 REVENUE BONDS SERIES 2017 0 0 0 D WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITIES 391337855 97712JDN0 2021-11-10 51921259 REVENUE BONDS SERIES 2021 0 0 0 A 4065000 27200000 102000 1327347 26372644 2006 1 0 1 1 B 2800000 47001087 24037511 2014 1 0 1 1 C 2545000 39158357 39158357 2019 0 0 1 1 D 51921259 369882 0 0 1 1 A 0 0 1 0 0 0 0 1 B 0 0 1 0 1 0 0.00550 0.00550 0 0 1 C 0 0 1 0 1 0 0 0 1 D 0 0 1 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART III, LINE 9: SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS: POLICY STATES WE WILL SEEK BOND COUNSEL OPINION ON ALL REMEDIAL ACTIONS. PART III, LINES 2, 3A AND 3B: ASPIRUS, INC., THE PARENT ORGANIZATION OF ASPIRUS WAUSAU HOSPITAL, INC., HAS POLICIES AND PROCEDURES IN PLACE TO REVIEW LEASE AGREEMENTS, MANAGEMENT, AND SERVICE CONTRACTS TO IDENTIFY AGREEMENTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND-FINANCED PROPERTY. ON A CONTRACT BY CONTRACT BASIS, ASPIRUS, INC. WILL SEEK HELP FROM BOND COUNSEL AS MANAGEMENT DEEMS NECESSARY. PART VI: THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2013 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY THE FOLLOWING ORGANIZATIONS: ASPIRUS WAUSAU HOSPITAL, INC. (EIN 39-1138241); ASPIRUS MEDFORD HOSPITAL & CLINICS, INC. (EIN 39-0964813); ASPIRUS IRONWOOD HOSPITAL & CLINICS, INC. (EIN 38-2908586); AND LANGLADE HOSPITAL HOTEL DIEU OF ST. JOSEPH OF ANTIGO WISCONSIN (EIN 39-0806429). INFORMATION REGARDING THE SERIES 2013 BONDS IS REPORTED IN THE SCHEDULE K FOR EACH ORGANIZATION. [THE INFORMATION REPORTED IN PART I, PART II AND PART III RELATES ONLY TO THE PORTION OF THE SERIES 2013 BONDS LOANED TO THE ORGANIZATION. THE INFORMATION REPORTED IN PART IV RELATES TO THE ENTIRE ISSUE OF THE SERIES 2013 BONDS.] PART VI: THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2017 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY THE FOLLOWING ORGANIZATIONS: ASPIRUS RIVERVIEW HOSPITAL & CLINICS, INC. (EIN 39-0868982); ASPIRUS WAUSAU HOSPITAL (EIN 39-1138241); AND ASPIRUS IRONWOOD HOSPITAL & CLINICS, INC (EIN 38-2908586); ASPIRUS ONTONAGON HOSPITAL, INC. (EIN 26-0806477). INFORMATION REGARDING THE SERIES 2017 BONDS IS REPORTED IN THE SCHEDULE K FOR EACH ORGANIZATION. THE INFORMATION REPORTED IN PART I, PART II AND PART III RELATES ONLY TO THE PORTION OF THE SERIES 2017 BONDS LOANED TO THE ORGANIZATION. THE INFORMATION REPORTED IN PART IV RELATES TO THE ENTIRE ISSUE OF THE SERIES 2017 BONDS. PART VI: THE PROCEEDS OF THE WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, SERIES 2021 (ASPIRUS, INC. OBLIGATED GROUP) WERE BORROWED BY THE FOLLOWING ORGANIZATIONS: ASPIRUS WAUSAU HOSPITAL & CLINICS, INC. (EIN 39-1138241); ASPIRUS BUILDINGS, INC. (EIN 39-1406537); ASPIRUS STEVENS POINT HOSPITAL & CLINICS, INC. (EIN 39-0808443); ASPIRUS STANLEY HOSPITAL & CLINICS, INC. (EIN 39-0807065); ASPIRUS MERRILL HOSPITAL & CLINICS, INC. (EIN 39-0808503); ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS, INC. (EIN 39-1390638); ASPIRUS EAGLE RIVER HOSPITAL & CLINICS, INC. (EIN 39-0985690); AND THE HOWARD YOUNG MEDICAL CENTER, INC. (EIN 39-0873606). INFORMATION REGARDING THE SERIES 2021 BONDS IS REPORTED IN THE SCHEDULE K FOR EACH ORGANIZATION. [THE INFORMATION REPORTED IN PART I, PART II AND PART III RELATES ONLY TO THE PORTION OF THE SERIES 2021 BONDS LOANED TO THE ORGANIZATION. THE INFORMATION REPORTED IN PART IV RELATES TO THE ENTIRE ISSUE OF THE SERIES 2021 BONDS.] FORM 990, PART VI, SECTION A, LINE 6 THE PARENT ORGANIZATION, ASPIRUS, INC., IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS COMPRISED OF TEN DIRECTORS. THERE SHALL BE TWO CLASSES OF VOTING DIRECTORS: THE COMMUNITY CLASS AND THE PROVIDER CLASS. NO LESS THAN FOUR INDEPENDENT COMMUNITY CLASS DIRECTORS, SIX PROVIDER CLASS DIRECTOR FROM EACH HOSPITAL, CONSISTING OF PHYSICIANS IN THE ACTIVE CATEGORY OF THE MEDICAL STAFF AT THE HOSPITAL, NOMINATED BY THE CORPORATION'S BOARD AND ELECTED BY ASPIRUS, INC. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION, ASPIRUS, INC.: 1) CHANGE OR AMEND THE ARTICLES OF INCORPORATION OR BYLAWS; 2) CHANGE THE MISSION, PURPOSE, OR SCOPE OF THE CORPORATION; 3) RATIFICATION OR REMOVAL OF DIRECTORS OR OFFICERS; 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 FORM 990 AND FORM 990-T INFORMATION, INCLUDING THE UBIT CALCULATIONS. THESE DOCUMENTS ARE REVIEWED BY THE CFO. THE FORM 990 AND FORM 990-T ARE REVIEWED BY OTHER SENIOR MANAGEMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE AND ARE 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 ORGANIZATION'S CEO AND BOARD CHAIR REVIEW THE STATEMENTS AND HIGHLIGHT POTENTIAL CONFLICTS. THE BOARD DETERMINES ON A CASE BY CASE BASIS ANY ACTIONS REQUIRED. INDIVIDUALS ARE NOT PERMITTED TO VOTE ON ANY TRANSACTION WHERE A CONFLICT HAS BEEN DETERMINED TO EXIST. ALL CONFLICTS AND PROCEEDINGS ARE NOTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 FOR THE PURPOSES OF DETERMINING COMPENSATION, ASPIRUS WAUSAU HOSPITAL, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH THE COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G MEDICAL DIRECTOR FEES: PROGRAM SERVICE EXPENSES 4,391,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,391,028. LAB FEES: PROGRAM SERVICE EXPENSES 9,315,792. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,315,792. CONTRACTED NURSING AND CARE LABOR: PROGRAM SERVICE EXPENSES 72,571,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,571,746. OTHER SERVICES: PROGRAM SERVICE EXPENSES 11,221,238. MANAGEMENT AND GENERAL EXPENSES 8,731,177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,952,415. PHARMACY FEES: PROGRAM SERVICE EXPENSES 182,720. MANAGEMENT AND GENERAL EXPENSES 142,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 324,893. FOOD SERVICE FEES: PROGRAM SERVICE EXPENSES 262,226. MANAGEMENT AND GENERAL EXPENSES 204,036. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 466,262. HOUSEKEEPING FEES: PROGRAM SERVICE EXPENSES 2,027,418. MANAGEMENT AND GENERAL EXPENSES 1,577,521. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,604,939. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFERS -50,862,398. POSTRETIREMENT BENEFIT ADJUSTMENT 222,595. INTEREST RATE SWAP VALUATION ADJUSTMENT 20,245. INTEREST RATE SWAP VALUATION ADJUSTMENT 278,750. OTHER CHANGE IN NET ASSETS 338. SUBSIDIARY (WCC) VALUATION ADJUSTMENT -1,125,000. ASPIRUS INC 333 PINE RIDGE BLVD WAUSAU WI 54401 391328331 HEALTHCARE WI 501(C)(3) LINE 12B, II N/A 0 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 BUILDINGS INC 333 PINE RIDGE BLVD WAUSAU WI 54401 391406537 PROPERTY LEASING 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 MEDFORD FOUNDATION INC 135 S GIBSON STREET MEDFORD WI 54451 391777081 CHARITABLE FOUNDATION WI 501(C)(3) LINE 7 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 INC 2251 NORTH SHORE DRIVE RHINELANDER WI 54501 391965593 MEDICAL SERVICES WI 501(C)(3) LINE 3 ASPIRUS INC 1 ST LUKE'S HOSPITAL OF DULUTH 915 EAST 1ST STREET DULUTH MN 55805 410714079 HOSPITAL MN 501(C)(3) LINE 3 ASPIRUS INC 1 ST LUKE'S FOUNDATION 1000 EAST 1ST STREET NO 102 DULUTH MN 55805 411448118 CHARITABLE FOUNDATION MN 501(C)(3) LINE 12A, I ST LUKE'S HOSPITAL OF DULUTH 1 LAKE VIEW MEMORIAL HOSPITAL INC 325 11TH AVENUE TWO HARBORS MN 55616 410786046 HOSPITAL MN 501(C)(3) LINE 3 ST LUKE'S HOSPITAL OF DULUTH 1 LAKE VIEW MEMORIAL HOSPITAL FOUNDATION OF NORTHEAST MINNESOTA 325 11TH AVENUE TWO HARBORS MN 55616 411700972 CHARITABLE FOUNDATION MN 501(C)(3) LINE 12A, I LAKE VIEW MEMORIAL HOSPITAL 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 ASPIRUS WAUSAU HOSPITAL INC EXCLUDED 0 0 0.75000 ASPIRUS NETWORK INC 3000 WESTHILL DRIVE 202 WAUSAU WI 54401 391931678 HEALTH CARE SERVICES WI N/A C 1 ASPIRUS KEWEENAW ENTERPRISES INC 205 OSCEOLA STREET LAURIUM MI 49913 383390273 PHARMACY MI N/A C 1 ASPIRUS HEALTH VENTURES 3000 WESTHILL DR SUITE 303 WAUSAU WI 54401 474925640 HEALTH INSURANCE PLAN WI N/A C 1 ASPIRUS ARISE HEALTH PLAN OF WI INC 3000 WESTHILL DR SUITE 303 WAUSAU WI 54401 364832569 HEALTH INSURANCE PLAN WI N/A C 1 ASPIRUS ARISE HEALTH PLAN OF MI INC 3000 WESTHILL DR SUITE 303 WAUSAU WI 54401 475448266 HEALTH INSURANCE PLAN MI N/A C 1 ASPIRUS CAMPUS PROPERTY CONDOMINIUM OWNERS ASSOCIATION INC 2200 WESTWOOD DRIVE WAUSAU WI 54401 842513742 ASSOCIATION WI ASPIRUS WAUSAU HOSPITAL C 0.79660 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 ASPIRUS INC I 122616 COST ASPIRUS INC J 520613 COST ASPIRUS INC M 100782933 COST ASPIRUS INC O 330431484 COST ASPIRUS INC P 330184583 COST ASPIRUS INC Q 8739805 COST ASPIRUS INC R 168300920 COST ASPIRUS INC S 3392357 COST ASPIRUS BUILDINGS INC K 669603 COST ASPIRUS BUILDINGS INC P 811586 COST ASPIRUS BUILDINGS INC Q 153857 COST ASPIRUS HEALTH FOUNDATION INC C 670122 COST ASPIRUS HEALTH FOUNDATION INC S 14618702 COST ASPIRUS IRON RIVER HOSPITAL & CLINICS INC P 133576 COST ASPIRUS IRONWOOD HOSPITAL & CLINICS INC P 104807 COST ASPIRUS KEWEENAW HOSPITAL L 113634 COST ASPIRUS KEWEENAW HOSPITAL Q 86003 COST ASPIRUS MEDFORD HOSPITAL & CLINICS INC K 53102 COST ASPIRUS MEDFORD HOSPITAL & CLINICS INC L 154101 COST ASPIRUS MEDFORD HOSPITAL & CLINICS INC P 339471 COST ASPIRUS MEDICAL GROUP INC J 628020 COST ASPIRUS MEDICAL GROUP INC K 531021 COST ASPIRUS MEDICAL GROUP INC L 425648 COST ASPIRUS MEDICAL GROUP INC O 184598 COST ASPIRUS MEDICAL GROUP INC P 3413429 COST ASPIRUS MEDICAL GROUP INC S 136105 COST ASPIRUS MERRILL HOSPITAL & CLINICS INC L 91380 COST ASPIRUS MERRILL HOSPITAL & CLINICS INC P 89932 COST ASPIRUS MERRILL HOSPITAL & CLINICS INC R 86154 COST ASPIRUS NETWORK INC J 88935 COST ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC L 1165148 COST ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC M 1762219 COST ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC P 607644 COST ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC Q 672492 COST ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC S 6037530 COST ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC J 82131 COST ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC L 564326 COST ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC P 737819 COST ASPIRUS STEVENS POINT HOSPITAL & CLINICS INC L 711380 COST ASPIRUS STEVENS POINT HOSPITAL & CLINICS INC P 403243 COST ASPIRUS VNA HOME HEALTH INC J 216258 COST DIVINE SAVIOR HEALTHCARE INC Q 86409 COST THE HOWARD YOUNG MEDICAL CENTER INC K 164796 COST THE HOWARD YOUNG MEDICAL CENTER INC L 176931 COST THE HOWARD YOUNG MEDICAL CENTER INC P 91758 COST SCHEDULE R, PART V, LINE 1D ALL OUTSTANDING OBLIGATED GROUP DEBT IS GUARANTEED BY ALL MEMBERS OF THE OBLIGATED GROUP.