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← ASPIRUS MEDFORD FOUNDATION INC

Form 990 for tax year 2023

Filed by ASPIRUS MEDFORD FOUNDATION INC.

Totals

Total revenue
$47,001
Total expenses
$1,550,030
Contributions and grants received
$24,033
Grants paid
$1,518,814
Program services expenses (Part IX)
$1,518,814
Management and general expenses
$31,216
Fundraising expenses
$0
Program service expenses (Part III)
$1,518,814

Program services were 98.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRENT ARNDT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA KRAUSE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KRIS O'LEARY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JANE DESTAERCKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TIM RAU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHERYL STELIGA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARA STIEBER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TONY MEYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMANDA LANGE

    EXECUTIVE DIRECTOR

    Total calculated
    $126,164
    From this org
    $0
    From related orgs
    $80,465
    Other
    $45,699
    Hours/week
    4 + 36 related

  • DALE HUSTEDT

    PRESIDENT - ASPIRUS NW DIVISION

    Total calculated
    $557,715
    From this org
    $0
    From related orgs
    $424,937
    Other
    $132,778
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,375 related
    Bonus
    $0 + $63,525 related
    Other
    $0 + $72,037 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $122,878 related
    Filer's total
    $0 + $557,715 related

  • GREG SHAW

    VP - FINANCE NORTH REGION

    Total calculated
    $246,416
    From this org
    $0
    From related orgs
    $216,947
    Other
    $29,469
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,448 related
    Bonus
    $0 + $18,937 related
    Other
    $0 + $5,562 related
    Deferred
    $0 + $6,594 related
    Nontaxable benefits
    $0 + $22,875 related
    Filer's total
    $0 + $246,416 related

  • SIDNEY SCZYGELSKI

    SENIOR VP OF FINANCE & CFO

    Total calculated
    $1,429,019
    From this org
    $0
    From related orgs
    $1,294,746
    Other
    $134,273
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $659,271 related
    Bonus
    $0 + $285,397 related
    Other
    $0 + $350,078 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $124,373 related
    Filer's total
    $0 + $1,429,019 related

  • JEFFREY JONES

    SVP - CFO (THRU 04/23)

    Total calculated
    $235,897
    From this org
    $0
    From related orgs
    $222,942
    Other
    $12,955
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,906 related
    Bonus
    $0
    Other
    $0 + $2,036 related
    Deferred
    $0 + $3,492 related
    Nontaxable benefits
    $0 + $9,463 related
    Filer's total
    $0 + $235,897 related

  • WILLIAM CARROLL

    VP-INFORMATION TECHNOLOGY

    Total calculated
    $354,272
    From this org
    $0
    From related orgs
    $316,286
    Other
    $37,986
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,398 related
    Bonus
    $0 + $33,439 related
    Other
    $0 + $2,449 related
    Deferred
    $0 + $9,592 related
    Nontaxable benefits
    $0 + $28,394 related
    Filer's total
    $0 + $354,272 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 4B
SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: S. SCZYGELSKI $337,358 D. HUSTEDT $64,077 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's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
26 February 2025
IRS schema version
2023v6.0
Source object
202521349349310467

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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