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← ASPIRUS MERRILL HOSPITAL FOUNDATION INC

Form 990 for tax year 2023

Filed by ASPIRUS MERRILL HOSPITAL FOUNDATION INC.

Totals

Total revenue
$16,513
Total expenses
$860,110
Contributions and grants received
$1,420
Grants paid
$848,332
Program service revenue
$0
Investment income
$15,093
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$848,332
Management and general expenses
$11,778
Fundraising expenses
$0
Program service expenses (Part III)
$848,332

Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,420

  • 3 · Investment income

    total $15,093 · excluded $15,093

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $848,332 · program services $848,332

  • 7 · Other salaries and wages

    total $7,778 · management and general $7,778

  • 9 · Other employee benefits

    total $2,412 · management and general $2,412

  • 11f · Fees: investment management

    total $1,588 · management and general $1,588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $176,958 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $394,370 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    beginning of year $246,058 · end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $757 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,145 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $568,945 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $246,053 · end of year $0

Mission and programs · 2023

Mission

WE HEAL PEOPLE, PROMOTE HEALTH AND STRENGTHEN COMMUNITIES.

  • 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.

    Expenses $848,332 · Grants $848,332

As filed on the 2023 return.

Listed in Part VII

  • MIRANDA SEDLACEK

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDSEY LUCERO

    VICE CHAIR (THRU 12/23)/NURSE PRACT.

    Total calculated
    $157,368
    From this org
    $0
    From related orgs
    $128,001
    Other
    $29,367
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,506 related
    Bonus
    $0
    Other
    $0 + $495 related
    Deferred
    $0 + $3,781 related
    Nontaxable benefits
    $0 + $25,586 related
    Filer's total
    $0 + $157,368 related

  • RAMONA HORNISCHER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TRINA KNOSPE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KURT RUST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN RYMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE WILCENSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW HEYWOOD

    PRESIDENT & CEO ASPIRUS

    Total calculated
    $1,922,303
    From this org
    $0
    From related orgs
    $1,618,117
    Other
    $304,186
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,252,366 related
    Bonus
    $0 + $353,673 related
    Other
    $0 + $12,078 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $294,286 related
    Filer's total
    $0 + $1,922,303 related

  • SIDNEY C 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

  • JAMES MATHESON

    BOARD MEMBER/SVP-CHIEF STRAT. OFF.

    Total calculated
    $625,908
    From this org
    $0
    From related orgs
    $522,951
    Other
    $102,957
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,912 related
    Bonus
    $0 + $73,047 related
    Other
    $0 + $43,992 related
    Deferred
    $0 + $8,193 related
    Nontaxable benefits
    $0 + $94,764 related
    Filer's total
    $0 + $625,908 related

  • DAWN GAPKO

    VP- CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $280,823
    From this org
    $0
    From related orgs
    $244,631
    Other
    $36,192
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,486 related
    Bonus
    $0 + $29,160 related
    Other
    $0 + $1,985 related
    Deferred
    $0 + $7,437 related
    Nontaxable benefits
    $0 + $28,755 related
    Filer's total
    $0 + $280,823 related

  • JANE BENTZ

    FOUNDATION DIRECTOR

    Total calculated
    $111,853
    From this org
    $0
    From related orgs
    $93,878
    Other
    $17,975
    Hours/week
    1 + 50 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

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, and on a Form 990-PF Part VIII's — 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 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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
26 February 2025
IRS schema version
2023v6.0
Source object
202511349349309896

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