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Nonprofiteer
← DIVINE SAVIOR HEALTHCARE INC

Form 990 for tax year 2023

Filed by DIVINE SAVIOR HEALTHCARE INC.

Totals

Total revenue
$82,563,119
Total expenses
$84,019,806
Contributions and grants received
$738,245
Grants paid
$36,500
Program service revenue
$80,068,422
Investment income
$1,655,079
Other revenue
$101,373
Total assets, end of year
$81,210,216
Total liabilities, end of year
$30,951,055
Net assets or fund balances, end of year
$50,259,161
Program services expenses (Part IX)
$60,219,189
Management and general expenses
$23,800,617
Fundraising expenses
$0
Program service expenses (Part III)
$60,219,189

Program services were 71.7% 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.

  • 1e · Government grants (contributions)

    $737,609

  • 1f · All other contributions, gifts and grants

    $636

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $77,701,616 · related or exempt $77,701,616

  • 2b · Program service revenue: CLINIC REVENUE

    total $1,001,052 · related or exempt $1,001,052

  • 2f · All other program service revenue

    total $1,365,754 · related or exempt $1,365,754

  • 3 · Investment income

    total $290 · excluded $290

  • 6a · Gross rents

    real property $17,435

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $17,435

  • 6d · Net rental income or loss

    total $17,435 · excluded $17,435

  • 7a · Gross sales of assets other than inventory

    other assets $2,727,113

  • 7b · Less cost or other basis and sales expenses

    other assets $1,072,324

  • 7c · Gain or loss

    other assets $1,654,789

  • 7d · Net gain or loss

    total $1,654,789 · excluded $1,654,789

  • 11a · Other revenue: CAFETERIA REVENUE

    total $83,938 · excluded $83,938

  • 11e · Other revenue, total

    $83,938

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,500 · program services $35,500

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 7 · Other salaries and wages

    total $29,231,151 · program services $25,041,578 · management and general $4,189,573

  • 8 · Pension plan contributions

    total $823,772 · program services $664,965 · management and general $158,807

  • 9 · Other employee benefits

    total $3,688,964 · program services $2,977,804 · management and general $711,160

  • 10 · Payroll taxes

    total $1,816,226 · program services $1,466,093 · management and general $350,133

  • 11c · Fees: accounting

    total $10,273 · management and general $10,273

  • 11d · Fees: lobbying

    total $13,036 · management and general $13,036

  • 11g · Fees: other

    total $12,682,353 · program services $7,889,099 · management and general $4,793,254

  • 12 · Advertising and promotion

    total $2,463 · program services $1,532 · management and general $931

  • 13 · Office expenses

    total $94,509 · program services $87,647 · management and general $6,862

  • 14 · Information technology

    total $137,761 · program services $85,695 · management and general $52,066

  • 16 · Occupancy

    total $1,986,861 · program services $55,916 · management and general $1,930,945

  • 17 · Travel

    total $98,926 · program services $61,537 · management and general $37,389

  • 19 · Conferences, conventions and meetings

    total $42,585 · program services $26,490 · management and general $16,095

  • 20 · Interest

    total $591,760 · management and general $591,760

  • 22 · Depreciation, depletion and amortization

    total $5,474,647 · program services $3,550,152 · management and general $1,924,495

  • 23 · Insurance

    total $184,929 · program services $5,204 · management and general $179,725

  • 24a · Other expenses: CORPORATE ALLOCATIONS

    total $11,804,115 · program services $7,342,789 · management and general $4,461,326

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $8,925,462 · program services $8,277,426 · management and general $648,036

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $2,814,911 · management and general $2,814,911

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $2,232,719 · program services $1,388,870 · management and general $843,849

  • 24e · All other expenses

    total $1,325,883 · program services $1,259,892 · management and general $65,991

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,361,679 · end of year $1,646,408

  • 4 · Accounts receivable

    beginning of year $10,578,985 · end of year $10,196,159

  • 8 · Inventories for sale or use

    beginning of year $1,283,612 · end of year $1,357,212

  • 9 · Prepaid expenses and deferred charges

    beginning of year $355,858 · end of year $38,669

  • 10a · Land, buildings and equipment: cost or other basis

    $147,054,011

  • 10b · Land, buildings and equipment: accumulated depreciation

    $84,392,484

  • 10c · Land, buildings and equipment, net

    beginning of year $66,446,566 · end of year $62,661,527

  • 11 · Investments: publicly traded securities

    beginning of year $525,258 · end of year $525,492

  • 15 · Other assets

    beginning of year $6,075,380 · end of year $4,784,749

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,209,130 · end of year $831,207

  • 19 · Deferred revenue

    beginning of year $54,615 · end of year $7,892

  • 20 · Tax-exempt bond liabilities

    beginning of year $32,434,039 · end of year $29,881,583

  • 25 · Other liabilities

    beginning of year $931,295 · end of year $230,373

  • 27 · Net assets without donor restrictions

    beginning of year $49,913,627 · end of year $50,174,529

  • 28 · Net assets with donor restrictions

    beginning of year $84,632 · end of year $84,632

Mission and programs · 2023

Mission

WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES.

  • ASPIRUS DIVINE SAVIOR HOSPITAL & CLINICS, INC. IS A 22 STAFFED-BED HOSPITAL CAMPUS, LOCATED IN PORTAGE, WI, PROVIDING SERVICES WITHOUT REGARD TO PATIENT RACE, CREED, NATIONAL ORIGIN, ECONOMIC STATUS, OR ABILITY TO PAY. DURING FISCAL YEAR 2024, ASPIRUS DIVINE SAVIOR HOSPITAL & CLINICS, INC. TREATED APPROXIMATELY 1,162 ADULTS AND CHILDREN FOR A TOTAL OF APPROXIMATELY 3,962 PATIENT DAYS OF SERVICE. THE HOSPITAL AND ASSOCIATED CLINICS ALSO PROVIDED SERVICES FOR APPROXIMATELY 138,562 OUTPATIENT VISITS, WHICH INCLUDED APPROXIMATELY 2,791 OUTPATIENT SURGERIES, 11,768 EMERGENCY ROOM VISITS AND 54,978 CLINIC VISITS DURING FISCAL YEAR 2024. SEE SCHEDULE H FOR A NON-EXHAUSTIVE LIST OF COMMUNITY BENEFIT PROGRAMS AND DESCRIPTIONS.

    Expenses $58,030,914 · Grants $36,500 · Revenue $79,067,370

  • ADS OWNS AND OPERATES A 40-BED ASSISTED LIVING FACILITY. THE ASSISTED LIVING FACILITY OFFERS INTERMEDIATE CARE NURSING FOR RESIDENTS WHO REQUIRE LONG-TERM CARE. THE FACILITY ALSO OFFERS 24/7 NURSING CARE, MEDICATION MANAGEMENT, NUTRITION SERVICES AND RECREATIONAL THERAPY, AS WELL AS ACCESS TO OTHER HEALTHCARE AND HOSPITAL SERVICES OFFERED BY ADS'S HOSPITAL PROGRAMS. IN 2024, 6,103 ASSISTED LIVING DAYS WERE PROVIDED BY THE EXTENDED CARE FACILITY.

    Expenses $2,188,275 · Revenue $1,001,052

As filed on the 2023 return.

Listed in Part VII

  • MARY D IRONSIDE

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DANIEL J BURNS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JESSE TISCHER

    VICE CHAIR (THRU JAN '24)/SVP & PRES.-AWH

    Total calculated
    $880,397
    From this org
    $0
    From related orgs
    $764,397
    Other
    $116,000
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,684 related
    Bonus
    $0 + $118,969 related
    Other
    $0 + $51,744 related
    Deferred
    $0 + $4,185 related
    Nontaxable benefits
    $0 + $111,815 related
    Filer's total
    $0 + $880,397 related

  • LYNN M VOGT

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CONSTANCE BRADLEY

    SECRETARY/SVP-PRES REG MKTS

    Total calculated
    $579,645
    From this org
    $0
    From related orgs
    $489,478
    Other
    $90,167
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,495 related
    Bonus
    $0 + $70,030 related
    Other
    $0 + $27,953 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $80,267 related
    Filer's total
    $0 + $579,645 related

  • MICHAEL J BOVEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TRINA DANIELS MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $582,463
    From this org
    $0
    From related orgs
    $543,092
    Other
    $39,371
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,474 related
    Bonus
    $0
    Other
    $0 + $5,618 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $29,471 related
    Filer's total
    $0 + $582,463 related

  • JUSTIN HUEBNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BONITA KOLRUD MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $398,492
    From this org
    $0
    From related orgs
    $358,304
    Other
    $40,188
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,740 related
    Bonus
    $0
    Other
    $0 + $8,564 related
    Deferred
    $0 + $8,183 related
    Nontaxable benefits
    $0 + $32,005 related
    Filer's total
    $0 + $398,492 related

  • SUSAN KRECKMAN MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $380,529
    From this org
    $0
    From related orgs
    $342,439
    Other
    $38,090
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,158 related
    Bonus
    $0
    Other
    $0 + $7,281 related
    Deferred
    $0 + $8,678 related
    Nontaxable benefits
    $0 + $29,412 related
    Filer's total
    $0 + $380,529 related

  • SHELLY MONDEIK EDD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOSHUA POGORELEC DO

    BOARD MEMBER/REGIONAL MED. DIRECTOR

    Total calculated
    $750,264
    From this org
    $0
    From related orgs
    $704,638
    Other
    $45,626
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,838 related
    Bonus
    $0
    Other
    $0 + $25,800 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $35,726 related
    Filer's total
    $0 + $750,264 related

  • JENNIFER REDMAN-SCHELL

    BOARD MEMBER/SVP & PRES. -AMG

    Total calculated
    $702,198
    From this org
    $0
    From related orgs
    $607,634
    Other
    $94,564
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,155 related
    Bonus
    $0 + $94,839 related
    Other
    $0 + $3,640 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $84,664 related
    Filer's total
    $0 + $702,198 related

  • REBECCA SOMMER PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JERRY M YANG

    SVP-CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    2 + 50 related

  • ROBERT SMITH

    (NV) PRESIDENT-ASPIRUS SE

    Total calculated
    $449,120
    From this org
    $0
    From related orgs
    $394,255
    Other
    $54,865
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,346 related
    Bonus
    $0 + $68,932 related
    Other
    $0 + $8,977 related
    Deferred
    $0 + $5,475 related
    Nontaxable benefits
    $0 + $49,390 related
    Filer's total
    $0 + $449,120 related

  • BRIAN KIEF

    (NV) PRESIDENT-ADS & ARH

    Total calculated
    $417,755
    From this org
    $0
    From related orgs
    $373,274
    Other
    $44,481
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,196 related
    Bonus
    $0 + $56,117 related
    Other
    $0 + $2,961 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $34,581 related
    Filer's total
    $0 + $417,755 related

  • 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 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

  • MICHAEL HOLZHUETER

    ASSIST. SEC. /SVP-GENERAL COUNSEL

    Total calculated
    $804,846
    From this org
    $0
    From related orgs
    $688,935
    Other
    $115,911
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,744 related
    Bonus
    $0 + $83,740 related
    Other
    $0 + $59,451 related
    Deferred
    $0 + $9,440 related
    Nontaxable benefits
    $0 + $106,471 related
    Filer's total
    $0 + $804,846 related

  • JEFFREY JONES

    SVP-CFO (THRU 04/23)

    Total calculated
    $235,898
    From this org
    $0
    From related orgs
    $222,942
    Other
    $12,956
    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 + $9,464 related
    Filer's total
    $0 + $235,898 related

  • MICHAEL WALTERS

    SVP-SYSTEM CHIEF MEDICAL OFFICER

    Total calculated
    $719,376
    From this org
    $0
    From related orgs
    $669,631
    Other
    $49,745
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $553,897 related
    Bonus
    $0 + $56,638 related
    Other
    $0 + $59,096 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $39,845 related
    Filer's total
    $0 + $719,376 related

  • JAMES MATHESON

    SVP-CHIEF STRATEGY OFFICER

    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

  • ERIC ANDERSON

    CHAIR(THRU SEP '23)/CHIEF COMPLIANCE OFFICER

    Total calculated
    $598,403
    From this org
    $0
    From related orgs
    $498,735
    Other
    $99,668
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,444 related
    Bonus
    $0 + $72,853 related
    Other
    $0 + $2,438 related
    Deferred
    $0 + $9,358 related
    Nontaxable benefits
    $0 + $90,310 related
    Filer's total
    $0 + $598,403 related

  • SUSAN SCHNEIDER

    VP-SYSTEM SR. PHYSICIAN EXEC.

    Total calculated
    $544,327
    From this org
    $0
    From related orgs
    $510,162
    Other
    $34,165
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,107 related
    Bonus
    $0 + $55,813 related
    Other
    $0 + $4,242 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $24,265 related
    Filer's total
    $0 + $544,327 related

  • TODD RICHARDSON

    SVP-CHIEF INFORMATION OFFICER

    Total calculated
    $427,009
    From this org
    $0
    From related orgs
    $350,449
    Other
    $76,560
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,988 related
    Bonus
    $0 + $69,318 related
    Other
    $0 + $64,143 related
    Deferred
    $0 + $6,050 related
    Nontaxable benefits
    $0 + $70,510 related
    Filer's total
    $0 + $427,009 related

  • JOESPH MUELLER

    PHYSICIAN

    Total calculated
    $1,041,563
    From this org
    $995,462
    From related orgs
    $0
    Other
    $46,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $950,136
    Bonus
    $0
    Other
    $45,326
    Deferred
    $9,900
    Nontaxable benefits
    $36,201
    Filer's total
    $1,041,563

  • WALTER KAO

    PHYSICIAN

    Total calculated
    $509,765
    From this org
    $498,439
    From related orgs
    $0
    Other
    $11,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $487,900
    Bonus
    $0
    Other
    $10,539
    Deferred
    $9,758
    Nontaxable benefits
    $1,568
    Filer's total
    $509,765

  • BRAD ROGOWSKI

    PHYSICIAN

    Total calculated
    $506,691
    From this org
    $480,192
    From related orgs
    $0
    Other
    $26,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $473,950
    Bonus
    $0
    Other
    $6,242
    Deferred
    $9,900
    Nontaxable benefits
    $16,599
    Filer's total
    $506,691

  • TERRA THIMM

    PHYSICIAN

    Total calculated
    $486,924
    From this org
    $438,739
    From related orgs
    $0
    Other
    $48,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,307
    Bonus
    $5,000
    Other
    $37,432
    Deferred
    $9,157
    Nontaxable benefits
    $39,028
    Filer's total
    $486,924

  • CRAIG DESTREE

    MEDICAL DIRECTOR

    Total calculated
    $445,937
    From this org
    $412,302
    From related orgs
    $0
    Other
    $33,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,841
    Bonus
    $0
    Other
    $15,461
    Deferred
    $9,900
    Nontaxable benefits
    $23,735
    Filer's total
    $445,937

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, THE FILING ORGANIZATION RELIED ON THE 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.
PART I, LINE 4B
SCHEDULE J, PART I, LINE 4B RELATED PARTY INFORMATION - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: S. SCZYGELSKI $337,358 J. TISCHER $50,242 J. MATHESON $32,339 M. HOLZHUETER $55,822 T. RICHARDSON $39,964 M. WALTERS $56,806 C. BRADLEY $24,444 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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511359349302046

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