2025-05-14T16:32:17-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 391627755 ASPIRUS MERRILL HOSPITAL FOUNDATION INC ASPI 7158472250 601 SOUTH CENTER AVENUE MERRILL WI 54452 JERRY M YANG SVP - CHIEF FINANCIAL OFFICER 7158472250 2025-02-26 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-02-26 2023 2025-03-06 01:10:19Z X MATTHEW HEYWOOD 2200 WESTWOOD DRIVE WAUSAU WI 54401 16513 0 X WWW.ASPIRUS.ORG X 1985 WI WE HEAL PEOPLE, PROMOTE HEALTH AND STRENGTHEN COMMUNITIES. X 6 6 0 6 0 0 124762 1420 0 0 22533 15093 500 0 147795 16513 9415 848332 0 0 1517 10190 0 0 0 6328 1588 17260 860110 130535 -843597 818143 0 3145 0 814998 0 WE HEAL PEOPLE, PROMOTE HEALTH AND STRENGTHEN COMMUNITIES. 0 0 848332 848332 0 ASPIRUS MERRILL FOUNDATION IS THE PRIMARY, TRUSTED ADVOCATE FOR ASPIRUS MERRILL HOSPITAL'S CHARITY AND FUNDRAISING NEEDS. THE MISSION OF THE ASPIRUS MERRILL HOSPITAL FOUNDATION IS TO PROMOTE AND SUPPORT THE MISSION OF ASPIRUS MERRILL HOSPITAL OF FURTHERING THE HEALTH OF THE COMMUNITY BY CONTINUALLY IMPROVING THE HEALTH AND WELL-BEING OF ALL PEOPLE, ESPECIALLY THE POOR, IN THE COMMUNITIES WE SERVE. SOME EXAMPLES INCLUDE PROVIDING TRANSPORTATION TO PATIENTS, PROVIDING DENTAL SERVICES TO THOSE IN NEED, PROVIDING HEALTH CARE TO THOSE IN RURAL AREAS, AND ASSISTING EMPLOYEES IN NEED. 848332 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 WI X JERRY M YANG 7158472250 2200 WESTWOOD DRIVE WAUSAU WI 54401 MIRANDA SEDLACEK CHAIR 1.00 X X 0 0 0 LINDSEY LUCERO VICE CHAIR (THRU 12/23)/NURSE PRACT. 1.00 50.00 X X 0 128001 29367 RAMONA HORNISCHER TREASURER 1.00 X X 0 0 0 TRINA KNOSPE SECRETARY 1.00 X X 0 0 0 KURT RUST BOARD MEMBER 1.00 X 0 0 0 SUSAN RYMAN BOARD MEMBER 1.00 X 0 0 0 DANIELLE WILCENSKI BOARD MEMBER 1.00 X 0 0 0 MATTHEW HEYWOOD PRESIDENT & CEO ASPIRUS 2.00 50.00 X 0 1618117 304186 SIDNEY C SCZYGELSKI SENIOR VP OF FINANCE & CFO 2.00 50.00 X 0 1294746 134273 JAMES MATHESON BOARD MEMBER/SVP-CHIEF STRAT. OFF. 2.00 50.00 X 0 522951 102957 DAWN GAPKO VP- CHIEF ADMINISTRATIVE OFFICER 1.00 50.00 X 0 244631 36192 JANE BENTZ FOUNDATION DIRECTOR 1.00 50.00 X 0 93878 17975 JEFFREY JONES SVP - CFO (THRU 04/23) 2.00 50.00 X 0 222942 12955 0 4125266 637905 0 0 1 0 0 1420 1420 15093 15093 16513 0 0 15093 848332 848332 7778 7778 2412 2412 1588 1588 860110 848332 11778 0 0 176958 0 0 0 0 0 0 0 0 0 394370 0 0 246058 0 0 757 0 818143 0 3145 0 3145 0 X 568945 0 246053 0 814998 0 818143 0 -843597 28599 0 X 0 1 X 1 0 X X 1 ASPIRUS MERRILL HOSPITAL AND CLINICS INC 390808503 3 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 2 THE FOUNDATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE ASPIRUS MERRILL HOSPITAL & CLINICS (THE HOSPITAL). THE HOSPITAL IS DESIGNATED AS SUPPORTED BY THE CLASS AND PURPOSE WITHIN THE GOVERNING DOCUMENTS OF THE FOUNDATION. THE FOUNDATION PERFORMS FUNDRAISING FUNCTIONS OF THE HOSPITAL. IF THE FOUNDATION WAS NOT PERFORMING THESE ACTIVITIES, THE HOSPITAL WOULD BE ENGAGED IN FUNDRAISING ON ITS OWN. PART IV, SECTION C, LINE 1 THE ORGANIZATION'S SUPPORTED ORGANIZATION SHARES THE SAME PARENT AS THE FOUNDATION. THE BOARD COMPOSITION DOES NOT CONSTITUTE CONTROL FROM THE HOSPITAL TO THE FOUNDATION, HOWEVER THERE ARE CERTAIN POSITIONS ON THE FOUNDATION BOARD RESERVED FOR REPRESENTATIVES OF THE HOSPITAL AND ULTIMATELY THE SHARED PARENT HAS THE ABILITY TO APPOINT OR REMOVE A MAJORITY OF BOTH ORGANIZATION'S BOARDS. 1 ASPIRUS HEALTH FOUNDATION INC 425 PINE RIDGE BLVD WAUSAU WI 54401 391256656 501(C)(3) 848332 0 TRANSFER OF NET ASSETS UPON DISSOLUTION 1 0 PART I, LINE 2: ASPIRUS MERRILL HOSPITAL FOUNDATION, INC. IS RELATED TO ASPIRUS HEALTH FOUNDATION, INC., THE RECIPIENT. ALL NET ASSETS OF THE FILING ORGANIZATION WERE TRANSFERRED TO ASPIRUS HEALTH FOUNDATION, INC. UPON THE DATE OF DISSOLUTION. 0 1 0 0 0 0 0 0 0 MATTHEW HEYWOOD PRESIDENT & CEO ASPIRUS 0 1252366 0 353673 0 12078 0 9900 0 294286 0 1922303 0 0 SIDNEY C SCZYGELSKI SENIOR VP OF FINANCE & CFO 0 659271 0 285397 0 350078 0 9900 0 124373 0 1429019 0 337358 JAMES MATHESON BOARD MEMBER/SVP-CHIEF STRAT. OFF. 0 405912 0 73047 0 43992 0 8193 0 94764 0 625908 0 32339 DAWN GAPKO VP- CHIEF ADMINISTRATIVE OFFICER 0 213486 0 29160 0 1985 0 7437 0 28755 0 280823 0 0 JEFFREY JONES SVP - CFO (THRU 04/23) 0 220906 0 0 0 2036 0 3492 0 9463 0 235897 0 0 LINDSEY LUCERO VICE CHAIR (THRU 12/23)/NURSE PRACT. 0 127506 0 0 0 495 0 3781 0 25586 0 157368 0 0 PART I, LINE 3 FOR THE PURPOSES OF DETERMINING COMPENSATION, ASPIRUS MERRILL HOSPITAL FOUNDATION, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: S. SCZYGELSKI $337,358 J. MATHESON $32,339 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. NET ASSETS OF ASPIRUS MERRILL HOSPITAL FOUNDATION, INC. 2023-12-31 848332 NET BOOK VALUE 391256656 ASPIRUS HEALTH FOUNDATION INC 425 PINE RIDGE BLVD WAUSAU WI 54401 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION A, LINE 6 ASPIRUS, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ASPIRUS, INC. HAS THE POWERS TO APPOINT AND REMOVE DIRECTORS. 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, AND 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 INFORMATION. THESE DOCUMENTS ARE REVIEWED BY THE CFO. THE 990 IS REVIEWED BY OTHER SENIOR MANAGEMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. 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, 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. 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 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 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 2200 WESTWOOD DRIVE WAUSAU WI 54401 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 3000 WESTHILL DR SUITE 303 WAUSAU WI 54401 474925640 HEALTH INSURANCE PLAN WI N/A C 0 ASPIRUS ARISE HEALTH PLAN OF WI INC 3000 WESTHILL DR SUITE 303 WAUSAU WI 54401 364832569 HEALTH INSURANCE PLAN WI N/A C 0 ASPIRUS ARISE HEALTH PLAN OF MI INC 3000 WESTHILL DR SUITE 303 WAUSAU WI 54401 475448266 HEALTH INSURANCE PLAN 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 0 0 0 0 ASPIRUS HEALTH FOUNDATION INC B 848332 NET BOOK VALUE THE TAXPAYER HAS ROUTINELY MET FILING REQUIREMENTS FOR FORM 990 AND INFORMATION REPORTING ON A TIMELY BASIS. THE LATE FILING OF FORM 990 FOR THE SHORT AND FINAL YEAR ENDED DECEMBER 31, 2023 WAS AN IRREGULARITY. THE ORGANIZATION HAS TRADITIONALLY FILED FORM 990 FOR THE YEAR ENDING JUNE 30TH. THE ORGANIZATION RELIED UPON THEIR PAID PREPARER TO FILE THE PROPER EXTENSIONS TO EXTEND THE ORIGINAL DUE DATE OF THE RETURN. THERE WAS A MISCOMMUNICATION BETWEEN THE ORGANIZATION AND THE PAID PREPARER ON THE DATE OF DISSOLUTION, SO THE ORGANIZATION DID NOT HAVE THE APPROPRIATE EXTENSION FILED. BASED ON THE HISTORY OF ROUTINE COMPLIANCE, WE RESPECTFULLY REQUEST THAT ANY PROPOSED INTEREST AND PENALTIES ABATED, AND THE IRS RECOGNIZE REASONABLE CAUSE IN DOING SO. ADDITIONALLY, THIS IS A FINAL YEAR RETURN AND THE ASSETS OF THE ORGANIZATION HAVE BEEN DISTRIBUTED.