2026-05-14T10:18:21-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 391597350 ASPIRUS VNA EXTENDED CARE INC ASPI 7158472600 520 N 32ND AVENUE WAUSAU WI 54401 LORI PECK INTERIM CFO 7158472118 2026-05-12 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-04-21 2024 2025-03-06 01:10:19Z X MATTHEW HEYWOOD 2200 WESTWOOD DRIVE WAUSAU WI 54401 0 0 X WWW.ASPIRUS.ORG X 1987 WI WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. X 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES. 0 0 THE ORGANIZATION (ALONG WITH THE RELATED ASPIRUS VNA HOME HEALTH, INC.) PROVIDED A WIDE RANGE OF HEALTHCARE SERVICES TO THE RESIDENTS OF FOURTEEN COUNTIES IN NORTHERN AND CENTRAL WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN. THESE SERVICES INCLUDE HIGHLY SPECIALIZED ACUTE NURSING CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, HOME HEALTH AIDE SERVICES, PRIVATE DUTY NURSING, PERSONAL CARE WORKERS, AND SUPPORTIVE HOME CARE SERVICES. THE PROGRAMS ARE DESIGNATED TO HELP PEOPLE CARE FOR THEMSELVES AND OTHERS IN THEIR HOME ENVIRONMENT WHERE THEY ARE MOST COMFORTABLE AND SECURE.DURING THE FISCAL YEAR ENDING JUNE 30, 2025 THE ORGANIZATION DID NOT HAVE ANY ACTIVITY. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LORI PECK 7158472118 2200 WESTWOOD DRIVE WAUSAU WI 54401 X ASHLEY L HAWLEY CHAIR (THRU 02/25) 1.00 1.00 X X 0 0 0 LISA K ROWE-PEPLINSKI VICE CHAIR/VP-SYS. CARE INT. 1.00 50.00 X X 0 484789 10640 ANDREA ALLARD SEC. & TREAS./VP-OPERATIONS 1.00 50.00 X X 0 328229 10599 MARY L WILLIAMS SECRETARY (THRU 02/25) 1.00 1.00 X X 0 0 0 CATHRYN BEER BOARD MEMBER (THRU 02/25) 1.00 1.00 X 0 0 0 JULIE HILES BOARD MEMBER (THRU 02/25) 1.00 1.00 X 0 0 0 THOMAS VOELKER MD BOARD MEMBER (THRU 02/25) 1.00 1.00 X 0 0 0 ERIC ANDERSON BOARD MEMBER/CHIEF COMPL. OFF. 1.00 50.00 X 0 565843 99581 JERRY M YANG SVP-CHIEF FINANCIAL OFFICER 1.00 50.00 X 0 677240 138394 MATTHEW HEYWOOD PRESIDENT & CEO ASPIRUS 1.00 50.00 X 0 3868734 361440 LORI PECK FORMER BOARD MEMBER/VP-FINANCE 1.00 50.00 X 0 539795 11487 SIDNEY SCZYGELSKI SVP OF FINANCE/CFO (FORMER) 1.00 50.00 X 0 1470041 37990 0 7934671 670131 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 X 0 1 X 1 0 X 77455 77455 77455 77455 0 0 0 77455 2 2 2 2 77457 77457 1.00000 0.99990 0.00000 0.00010 X 0 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, 2025. 0 1 0 0 0 0 0 1 0 MATTHEW HEYWOOD PRESIDENT & CEO ASPIRUS 0 1523574 0 2122736 0 222424 0 10350 0 351090 0 4230174 0 198152 SIDNEY SCZYGELSKI SVP OF FINANCE/CFO (FORMER) 0 418918 0 474490 0 576633 0 9284 0 28706 0 1508031 0 481861 JERRY M YANG SVP-CHIEF FINANCIAL OFFICER 0 616776 0 25000 0 35464 0 10350 0 128044 0 815634 0 0 ERIC ANDERSON BOARD MEMBER/CHIEF COMPL. OFF. 0 454003 0 109647 0 2193 0 2636 0 96945 0 665424 0 0 LORI PECK FORMER BOARD MEMBER/VP-FINANCE 0 360993 0 151157 0 27645 0 9303 0 2184 0 551282 0 25874 LISA K ROWE-PEPLINSKI VICE CHAIR/VP-SYS. CARE INT. 0 317175 0 166009 0 1605 0 8660 0 1980 0 495429 0 0 ANDREA ALLARD SEC. & TREAS./VP-OPERATIONS 0 273035 0 54599 0 595 0 8883 0 1716 0 338828 0 0 PART I, LINE 3 FOR THE PURPOSE OF DETERMINING COMPENSATION, ASPIRUS VNA EXTENDED CARE, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH COMPENSATION OF THE CEO, OTHER OFFICERS AND KEY EMPLOYEES. THE RELATED ORGANIZATIONS USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUA: 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) M. HEYWOOD $198,152 S. SCZYGELSKI $481,861 L. PECK $25,874 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. PART I, LINE 7 SHORT-TERM AND LONG-TERM INCENTIVE BONUSES ARE CALCULATED USING AN OBJECTIVE FORMULA THAT INCLUDES FISCAL YEAR MEASURES APPROVED BY THE BOARD IN AREAS OF CLINICAL QUALITY AND SERVICE, EMPLOYEE SATISFACTION, AND FINANCIAL PERFORMANCE. IN ADDITION, TARGETED RETENTION BONUSES MAY BE IMPLEMENTED TO ENSURE KEY TALENT REMAINS IN PLACE TO MEET STRATEGIC DEMANDS. ALL INCENTIVE PAYMENTS ARE EXAMINED FOR REASONABLENESS AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD FOR DISQUALIFIED PERSONS OR THROUGH EXECUTIVE MANAGEMENT AND ASPIRUS' HUMAN RESOURCE FUNCTION (FOR NON-DISQUALIFIED PERSONS). 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: LISA ROWE-PEPLINSKI, CHAIR AND VP-SYSTEM CARE COORDINATION; ANDREA ALLARD, SECRETARY/TREASURER AND VP-OPERATIONS; ERIC ANDERSON, BOARD MEMBER AND CHIEF COMPLIANCE OFFICER ARE BOARD MEMBERS OF THE SUCCESSOR ORGANIZATION. PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THE BOARD MEMBERS OF ASPIRUS VNA EXTENDED CARE, INC. ARE ALSO BOARD MEMBERS OF ASPIRUS AT HOME, INC., THE SUCCESSOR ORGANIZATION. THEY WILL REMAIN BOARD MEMBERS OF ASPIRUS AT HOME, INC. FORM 990, PART VI, SECTION A, LINE 6 THE PARENT ORGANIZATION, ASPIRUS AT HOME, INC., IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THERE SHALL BE A MINIMUM OF 9 VOTING DIRECTORS AND TWO CLASSES OF DIRECTORS. NO FEWER THAN 7 COMMUNITY CLASS DIRECTORS CONSISTING OF 1 DIRECTOR EACH FROM THE COMMUNITIES SERVED BY ASPIRUS MEDFORD HOSPITAL (1), ASPIRUS KEWEENAW (1), ASPIRUS LANGLADE (1), AND ASPIRUS RIVERVIEW (1) AND THREE FROM THE COMMUNITY SERVED BY ASPIRUS WAUSAU HOSPITAL (3) - THESE POSITIONS ARE NOMINATED AND ELECTED BY THE ASPIRUS GOVERNANCE COMMITTEE. THERE ARE THEN 2 ASPIRUS CLASS DIRECTORS WHO SHALL BE ASPIRUS EXECUTIVES - NOMINATED AND ELECTED BY ASPIRUS. FORM 990, PART VI, SECTION A, LINE 7B ONLY THE SOLE MEMBER, ASPIRUS AT HOME, INC., MAY AMEND THE ORGANIZATION'S BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT ACCUMULATES ALL 990 INFORMATION. THE 990 IS REVIEWED BY THE CFO. THE 990 IS ALSO REVIEWED BY OTHER SENIOR MANAGEMENT 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 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 DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 FOR THE PURPOSES OF DETERMINING COMPENSATION, ASPIRUS VNA EXTENDED CARE, INC. RELIED ON RELATED ORGANIZATIONS TO ESTABLISH 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 VII, LINE 1A, EXPLANATION FOR HOURS WORKED: SOME OFFICERS AND DIRECTORS ALSO PROVIDED SERVICE TO OTHER RELATED ORGANIZATIONS OTHER THAN ASPIRUS VNA EXTENDED CARE, INC. THESE HOURS ARE REFLECTED IN LINE 2 OF COLUMN B. 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 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 AT HOME INC 520 N 32ND AVENUE WAUSAU WI 54401 390808511 HOME HEALTH CARE SERVICES WI 501(C)(3) LINE 10 ASPIRUS 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 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 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 N/A 0 0 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 CONDOMINIUM OWNERS ASSOCIATION INC 2200 WESTWOOD DRIVE WAUSAU WI 54401 842513742 ASSOCIATION WI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SCHEDULE R, PART V, LINE 1D: ALL OUTSTANDING OBLIGATED GROUP DEBT IS GUARANTEED BY ALL MEMBERS OF THE OBLIGATED GROUP.