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Nonprofiteer
← ASCENSION NE WISCONSIN INC

Form 990 for tax year 2022

Filed by ASCENSION NE WISCONSIN INC.

Totals

Total revenue
$377,947,702
Total expenses
$360,933,598
Contributions and grants received
$834,169
Grants paid
$277,642
Program service revenue
$364,035,533
Investment income
$11,224,567
Other revenue
$1,853,433
Total assets, end of year
$302,610,732
Total liabilities, end of year
$63,069,837
Net assets or fund balances, end of year
$239,540,895
Program services expenses (Part IX)
$257,666,232
Management and general expenses
$103,267,366
Fundraising expenses
$0
Program service expenses (Part III)
$257,666,232

Program services were 71.4% 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.

  • 1d · Related organizations

    $834,169

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $364,018,076 · related or exempt $363,860,798 · unrelated business $157,278

  • 2b · Program service revenue: PHARMACY REVENUE

    total $1,548,674 · related or exempt $1,548,674

  • 2c · Program service revenue: SERVICES TO AFFILIATE

    total $574,941 · related or exempt $574,941

  • 2d · Program service revenue: CONTRACTED SERVICES REVENUE

    total $64,695 · related or exempt $64,695

  • 2e · Program service revenue: EXTERNAL PARTY REVENUE

    total $8,800 · related or exempt $8,800

  • 2f · All other program service revenue

    total -$2,179,653 · related or exempt -$2,179,653 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $5,600 · excluded $5,600

  • 6a · Gross rents

    real property $271,938

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $271,938 · personal property $0

  • 6d · Net rental income or loss

    total $271,938 · excluded $271,938

  • 7a · Gross sales of assets other than inventory

    other assets $11,231,423

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

    other assets $12,456

  • 7c · Gain or loss

    securities $0 · other assets $11,218,967

  • 7d · Net gain or loss

    total $11,218,967 · excluded $11,218,967

  • 10a · Gross sales of inventory

    $74,893

  • 10b · Cost of goods sold

    $40,631

  • 10c · Net income from sales of inventory

    total $34,261 · excluded $34,261

  • 11a · Other revenue: CAFETERIA/VENDING REVENUE

    total $1,368,724 · excluded $1,368,724

  • 11b · Other revenue: ESCHEATMENT REVENUE

    total $110,284 · related or exempt $110,284

  • 11c · Other revenue: EDUCATION REVENUE

    total $37,519 · related or exempt $37,519

  • 11d · All other revenue

    total $30,707 · related or exempt $0 · unrelated business $0 · excluded $30,707

  • 11e · Other revenue, total

    $1,547,234

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $277,642 · program services $277,642

  • 5 · Compensation of officers, directors and key employees

    total $912,996 · management and general $912,996

  • 7 · Other salaries and wages

    total $89,437,899 · program services $87,536,096 · management and general $1,901,803

  • 8 · Pension plan contributions

    total $1,921,781 · program services $1,880,916 · management and general $40,865

  • 9 · Other employee benefits

    total $14,891,164 · program services $14,574,519 · management and general $316,645

  • 10 · Payroll taxes

    total $6,391,575 · program services $6,198,524 · management and general $193,051

  • 11a · Fees: management

    total $73,517 · program services $68,086 · management and general $5,431

  • 11b · Fees: legal

    total -$98 · management and general -$98

  • 11c · Fees: accounting

    total $28,277 · management and general $28,277

  • 11d · Fees: lobbying

    total $14,443 · management and general $14,443

  • 11g · Fees: other

    total $15,384,979 · program services $12,206,235 · management and general $3,178,744 · fundraising $0

  • 12 · Advertising and promotion

    total $227,088 · program services $3,906 · management and general $223,182

  • 13 · Office expenses

    total $389,783 · program services $370,254 · management and general $19,529

  • 14 · Information technology

    total $85,801 · program services $85,801

  • 16 · Occupancy

    total $5,745,570 · program services $5,572,031 · management and general $173,539

  • 17 · Travel

    total $80,634 · program services $77,092 · management and general $3,542

  • 19 · Conferences, conventions and meetings

    total $48,730 · program services $48,730

  • 22 · Depreciation, depletion and amortization

    total $14,289,965 · program services $13,858,352 · management and general $431,613

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $73,509,628 · program services $73,092,813 · management and general $416,815

  • 24b · Other expenses: MANAGEMENT FEE TO AFFILIATE

    total $65,770,834 · management and general $65,770,834

  • 24c · Other expenses: PURCHASED SERVICES

    total $52,157,465 · program services $31,622,067 · management and general $20,535,398

  • 24d · Other expenses: PHYSICIAN FEES TO AFFILIATE

    total $7,783,838 · program services $365,000 · management and general $7,418,838

  • 24e · All other expenses

    total $11,510,087 · program services $9,828,168 · management and general $1,681,919 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,970 · end of year $7,970

  • 2 · Savings and temporary cash investments

    beginning of year $14,022 · end of year $11,344

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $49,320,809 · end of year $54,386,138

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $9,390,998 · end of year $10,239,770

  • 9 · Prepaid expenses and deferred charges

    beginning of year $358,231 · end of year $192,140

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

    $355,156,196

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

    $154,936,342

  • 10c · Land, buildings and equipment, net

    beginning of year $213,857,742 · end of year $200,219,854

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $7,857,171 · end of year $8,451,811

  • 14 · Intangible assets

    beginning of year $78,064 · end of year $190,480

  • 15 · Other assets

    beginning of year $20,563,349 · end of year $28,911,225

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,794,721 · end of year $16,119,432

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,006 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $51,459,168 · end of year $46,950,405

  • 27 · Net assets without donor restrictions

    beginning of year $227,335,252 · end of year $238,854,465

  • 28 · Net assets with donor restrictions

    beginning of year $858,209 · end of year $686,430

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Activities or mission (Part I)

TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.

  • THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ASCENSION NE WISCONSIN, INC. HAS TWO HOSPITAL CAMPUSES: ST. ELIZABETH HOSPITAL, A 177-BED CAMPUS AND MERCY MEDICAL CENTER, A 120-BED CAMPUS. THESE LOCATIONS PROVIDE SERVICES WITHOUT REGARD TO PATIENT RACE, CREED, NATIONAL ORIGIN, ECONOMIC STATUS, OR ABILITY TO PAY. DURING FISCAL YEAR 2023, ASCENSION NE WISCONSIN, INC. TREATED 11,034 ADULTS AND CHILDREN FOR A TOTAL OF 52,473 PATIENT DAYS OF SERVICE. THE HOSPITAL ALSO PROVIDED SERVICES FOR 397,795 OUTPATIENT VISITS, WHICH INCLUDED 17,336 OUTPATIENT SURGERIES AND 45,581 EMERGENCY ROOM VISITS. SEE SCHEDULE H FOR A NON-EXHAUSTIVE LIST OF COMMUNITY BENEFIT PROGRAMS AND DESCRIPTIONS.

    Expenses $257,666,232 · Grants $277,642 · Revenue $364,026,058

As filed on the 2022 return.

Listed in Part VII

  • BRIAN WALLACE

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARY HARP-JIRSCHELE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARY J SULLIVAN

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TOM MCDERMOTT JR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DEIDRE A FLANAGAN MD

    DIRECTOR (END 7/2022)

    Total calculated
    $273,692
    From this org
    $0
    From related orgs
    $259,455
    Other
    $14,237
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,264 related
    Bonus
    $0 + $28,925 related
    Other
    $0 + $1,266 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,237 related
    Filer's total
    $0 + $273,692 related

  • DIANA BUECHEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • GLEN CALNIN

    DIRECTOR (START 7/2022)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOHN ROWE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARK KEHRBERG MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SUDEEP S SODHI MD

    DIRECTOR

    Total calculated
    $1,363,197
    From this org
    $0
    From related orgs
    $1,316,530
    Other
    $46,667
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $768,972 related
    Bonus
    $0 + $542,656 related
    Other
    $0 + $4,902 related
    Deferred
    $0 + $10,675 related
    Nontaxable benefits
    $0 + $35,992 related
    Filer's total
    $0 + $1,363,197 related

  • WAYNE WIETING

    DIRECTOR (END 7/2022)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MATTHEW TYLER HANSELMAN

    CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (START 5/2023)

    Total calculated
    $682,503
    From this org
    $0
    From related orgs
    $634,732
    Other
    $47,771
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,659 related
    Bonus
    $0 + $120,000 related
    Other
    $0 + $124,073 related
    Deferred
    $0 + $18,015 related
    Nontaxable benefits
    $0 + $29,756 related
    Filer's total
    $0 + $682,503 related

  • MICHAEL BERGMAN

    PRESIDENT

    Total calculated
    $602,144
    From this org
    $556,780
    From related orgs
    $0
    Other
    $45,364
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $392,032
    Bonus
    $120,000
    Other
    $44,748
    Deferred
    $15,250
    Nontaxable benefits
    $30,114
    Filer's total
    $602,144

  • HEATHER MARIE HOEFFLER

    VP, NURSING

    Total calculated
    $310,852
    From this org
    $267,697
    From related orgs
    $0
    Other
    $43,155
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,607
    Bonus
    $38,571
    Other
    $519
    Deferred
    $14,003
    Nontaxable benefits
    $29,152
    Filer's total
    $310,852

  • AHPA PLYPOO

    PHYSICIST

    Total calculated
    $253,504
    From this org
    $227,192
    From related orgs
    $0
    Other
    $26,312
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,717
    Bonus
    $0
    Other
    $16,475
    Deferred
    $10,806
    Nontaxable benefits
    $15,506
    Filer's total
    $253,504

  • DONNA J GOEDEN RN

    REGISTERED NURSE

    Total calculated
    $249,486
    From this org
    $226,000
    From related orgs
    $0
    Other
    $23,486
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,870
    Bonus
    $250
    Other
    $5,880
    Deferred
    $14,568
    Nontaxable benefits
    $8,918
    Filer's total
    $249,486

  • ERIC CHRISTOPHER LOBB

    PHYSICIST

    Total calculated
    $235,161
    From this org
    $214,140
    From related orgs
    $0
    Other
    $21,021
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $199,403
    Bonus
    $0
    Other
    $14,737
    Deferred
    $11,110
    Nontaxable benefits
    $9,911
    Filer's total
    $235,161

  • MICHAEL C BECKETT MD

    PHYSICIAN

    Total calculated
    $301,520
    From this org
    $256,782
    From related orgs
    $0
    Other
    $44,738
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $255,904
    Bonus
    $0
    Other
    $878
    Deferred
    $17,450
    Nontaxable benefits
    $27,288
    Filer's total
    $301,520

  • NANETTE W KRIZENESKY RN

    REGISTERED NURSE

    Total calculated
    $322,126
    From this org
    $285,191
    From related orgs
    $0
    Other
    $36,935
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $282,020
    Bonus
    $2,474
    Other
    $697
    Deferred
    $17,631
    Nontaxable benefits
    $19,304
    Filer's total
    $322,126

  • JOHN MICHAEL LESCHKE MD

    FORMER KEY EMPLOYEE (END 12/2018)

    Total calculated
    $178,257
    From this org
    $0
    From related orgs
    $167,453
    Other
    $10,804
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,243 related
    Bonus
    $0
    Other
    $0 + $2,210 related
    Deferred
    $0 + $9,038 related
    Nontaxable benefits
    $0 + $1,766 related
    Filer's total
    $0 + $178,257 related

  • JONATHAN SOHN

    FORMER OFFICER (END 9/2021)

    Total calculated
    $1,343,939
    From this org
    $0
    From related orgs
    $1,289,649
    Other
    $54,290
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,290 related
    Bonus
    $0 + $660,000 related
    Other
    $0 + $93,359 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $34,465 related
    Filer's total
    $0 + $1,343,939 related

  • MONICA A HILT

    FORMER OFFICER (END 1/2021)

    Total calculated
    $1,146,845
    From this org
    $0
    From related orgs
    $1,091,377
    Other
    $55,468
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $575,655 related
    Bonus
    $0 + $426,511 related
    Other
    $0 + $89,211 related
    Deferred
    $0 + $19,684 related
    Nontaxable benefits
    $0 + $35,784 related
    Filer's total
    $0 + $1,146,845 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349306226

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