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Nonprofiteer
← ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC

Form 990 for tax year 2022

Filed by ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC.

Totals

Total revenue
$173,475,479
Total expenses
$142,925,260
Contributions and grants received
$1,718,109
Grants paid
$27,090
Program service revenue
$168,194,581
Investment income
$2,854,593
Other revenue
$708,196
Total assets, end of year
$172,257,457
Total liabilities, end of year
$41,548,521
Net assets or fund balances, end of year
$130,708,936
Program services expenses (Part IX)
$113,182,968
Management and general expenses
$29,742,292
Fundraising expenses
$0
Program service expenses (Part III)
$113,182,968

Program services were 79.2% 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.

  • 1a · Federated campaigns

    $9,300

  • 1e · Government grants (contributions)

    $1,190,648

  • 1f · All other contributions, gifts and grants

    $518,161

  • 2a · Program service revenue: PATIENT SERVICES

    total $168,006,313 · related or exempt $168,006,313

  • 2b · Program service revenue: LAB SERVICE FOR NON PATIENTS

    total $50,447 · unrelated business $50,447

  • 2f · All other program service revenue

    total $137,821 · related or exempt $99,032 · unrelated business $38,789

  • 3 · Investment income

    total $2,849,673 · excluded $2,849,673

  • 6a · Gross rents

    real property $768,922

  • 6b · Less rental expenses

    real property $172,364

  • 6c · Rental income or loss

    real property $596,558

  • 6d · Net rental income or loss

    total $596,558 · excluded $596,558

  • 7a · Gross sales of assets other than inventory

    other assets $6,000

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

    other assets $1,080

  • 7c · Gain or loss

    other assets $4,920

  • 7d · Net gain or loss

    total $4,920 · excluded $4,920

  • 11a · Other revenue: CAFETERIA

    total $111,638 · unrelated business $81,369 · excluded $30,269

  • 11e · Other revenue, total

    $111,638

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,090 · program services $27,090

  • 5 · Compensation of officers, directors and key employees

    total $476,574 · management and general $476,574

  • 7 · Other salaries and wages

    total $47,851,099 · program services $43,408,216 · management and general $4,442,883

  • 8 · Pension plan contributions

    total $1,283,495 · program services $1,283,495

  • 9 · Other employee benefits

    total $6,798,429 · program services $5,473,073 · management and general $1,325,356

  • 10 · Payroll taxes

    total $2,748,332 · program services $2,469,962 · management and general $278,370

  • 11a · Fees: management

    total $4,146 · management and general $4,146

  • 11b · Fees: legal

    total $76,921 · management and general $76,921

  • 11d · Fees: lobbying

    total $17,039 · management and general $17,039

  • 11f · Fees: investment management

    total $17,500 · management and general $17,500

  • 11g · Fees: other

    total $17,317,678 · program services $17,015,680 · management and general $301,998

  • 12 · Advertising and promotion

    total $215,414 · program services $420 · management and general $214,994

  • 13 · Office expenses

    total $181,020 · program services $102,430 · management and general $78,590

  • 14 · Information technology

    total $229,906 · program services $122,083 · management and general $107,823

  • 16 · Occupancy

    total $2,654,683 · program services $980,966 · management and general $1,673,717

  • 17 · Travel

    total $108,078 · program services $78,406 · management and general $29,672

  • 20 · Interest

    total $1,806,149 · program services $1,473 · management and general $1,804,676

  • 22 · Depreciation, depletion and amortization

    total $6,424,008 · program services $3,391,237 · management and general $3,032,771

  • 23 · Insurance

    total $249,684 · program services $51,412 · management and general $198,272

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $23,736,152 · program services $23,721,072 · management and general $15,080

  • 24b · Other expenses: CORPORATE ALLOCATIONS

    total $21,685,000 · program services $9,188,233 · management and general $12,496,767

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $2,943,533 · program services $2,396,824 · management and general $546,709

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $2,911,479 · program services $2,908,087 · management and general $3,392

  • 24e · All other expenses

    total $3,161,851 · program services $562,809 · management and general $2,599,042

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,940 · end of year $58,058

  • 2 · Savings and temporary cash investments

    beginning of year $782,139 · end of year $796,647

  • 4 · Accounts receivable

    beginning of year $21,456,669 · end of year $21,559,640

  • 8 · Inventories for sale or use

    beginning of year $3,031,993 · end of year $2,996,563

  • 9 · Prepaid expenses and deferred charges

    beginning of year $116,052 · end of year $373,061

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

    $193,465,732

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

    $121,961,783

  • 10c · Land, buildings and equipment, net

    beginning of year $74,632,009 · end of year $71,503,949

  • 11 · Investments: publicly traded securities

    beginning of year $68,602,163 · end of year $74,681,920

  • 15 · Other assets

    beginning of year $5,594,914 · end of year $287,619

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,335,409 · end of year $6,738,364

  • 18 · Grants payable

    beginning of year $199,421 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $48,210,257 · end of year $46,036,031

  • 25 · Other liabilities

    beginning of year -$4,739,831 · end of year -$11,225,874

  • 27 · Net assets without donor restrictions

    beginning of year $121,030,909 · end of year $129,405,889

  • 28 · Net assets with donor restrictions

    beginning of year $1,228,714 · end of year $1,303,047

Mission and programs · 2022

Mission

WE HEAL PEOPLE, PROMOTE HEALTH, AND STRENGTHEN COMMUNITIES.

  • ASPIRUS RIVERVIEW HOSPITAL & CLINICS IS A 39-BED HOSPITAL CAMPUS, LOCATED IN WISCONSIN RAPIDS, WI, PROVIDING SERVICES WITHOUT REGARD TO PATIENT RACE, CREED, NATIONAL ORIGIN, ECONOMIC STATUS, OR ABILITY TO PAY. DURING FISCAL YEAR 2023, ASPIRUS RIVERVIEW HOSPITAL & CLINICS TREATED APPROXIMATELY 2,475 ADULTS AND CHILDREN FOR A TOTAL OF APPROXIMATELY 9,985 PATIENT DAYS OF SERVICE. ASPIRUS RIVERVIEW HOSPITAL & CLINICS ALSO OFFERS A WIDE ARRAY OF OUTPATIENT SERVICES TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY. EMERGENCY ROOM, URGENT CARE, SURGERY, AMBULANCE, RENAL DIALYSIS, AND REHABILITATION SERVICES ARE AMONG MANY OF THE OUTPATIENT SERVICES PROVIDED. THE HOSPITAL AND ASSOCIATED CLINICS ALSO PROVIDED SERVICES FOR APPROXIMATELY 194,661 OUTPATIENT VISITS, WHICH INCLUDED APPROXIMATELY 5,314 OUTPATIENT SURGERIES AND APPROXIMATELY 19,120 EMERGENCY ROOM VISITS DURING FISCAL YEAR 2023. SEE SCHEDULE H FOR A NON-EXHAUSTIVE LIST OF COMMUNITY BENEFIT PROGRAMS AND DESCRIPTIONS.

    Expenses $113,182,968 · Grants $27,090 · Revenue $168,105,345

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SIDNEY C SCZYGELSKI

    SVP & CHIEF FINANCIAL OFFICER

    Total calculated
    $2,055,582
    From this org
    $0
    From related orgs
    $1,911,464
    Other
    $144,118
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $649,845 related
    Bonus
    $0 + $1,057,600 related
    Other
    $0 + $204,019 related
    Deferred
    $0 + $20,794 related
    Nontaxable benefits
    $0 + $123,324 related
    Filer's total
    $0 + $2,055,582 related

  • JESSE TISCHER

    VICE CHAIR/SVP & PRES.-REG MKTS

    Total calculated
    $910,170
    From this org
    $0
    From related orgs
    $781,575
    Other
    $128,595
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $580,082 related
    Bonus
    $0 + $150,199 related
    Other
    $0 + $51,294 related
    Deferred
    $0 + $18,561 related
    Nontaxable benefits
    $0 + $110,034 related
    Filer's total
    $0 + $910,170 related

  • JENNIFER REDMAN- SCHELL

    BOARD MEMBER/SVP & PRES.-AMG

    Total calculated
    $742,874
    From this org
    $0
    From related orgs
    $641,148
    Other
    $101,726
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,009 related
    Bonus
    $0 + $148,789 related
    Other
    $0 + $2,350 related
    Deferred
    $0 + $17,929 related
    Nontaxable benefits
    $0 + $83,797 related
    Filer's total
    $0 + $742,874 related

  • BONITA KOLRUD MD

    BOARD MEMBER/OB/GYN PHYSICIAN

    Total calculated
    $386,367
    From this org
    $0
    From related orgs
    $337,677
    Other
    $48,690
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,446 related
    Bonus
    $0
    Other
    $0 + $7,231 related
    Deferred
    $0 + $17,398 related
    Nontaxable benefits
    $0 + $31,292 related
    Filer's total
    $0 + $386,367 related

  • MARY MERDAN APNP

    BOARD MEMBER/NURSE PRACTITIONER

    Total calculated
    $140,088
    From this org
    $0
    From related orgs
    $105,837
    Other
    $34,251
    Hours/week
    1 + 40 related

  • MARY IRONSIDE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG BROEREN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SHELLY MONDEIK EDD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BOVEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN HUEBNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REBECCA SOMMER PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW HEYWOOD

    PRESIDENT & CEO ASPIRUS

    Total calculated
    $2,111,048
    From this org
    $0
    From related orgs
    $1,799,938
    Other
    $311,110
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,228,335 related
    Bonus
    $0 + $567,185 related
    Other
    $0 + $4,418 related
    Deferred
    $0 + $18,619 related
    Nontaxable benefits
    $0 + $292,491 related
    Filer's total
    $0 + $2,111,048 related

  • BRIAN KIEF

    (NV) PRESIDENT-ARH

    Total calculated
    $349,985
    From this org
    $0
    From related orgs
    $311,163
    Other
    $38,822
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,548 related
    Bonus
    $0
    Other
    $0 + $2,615 related
    Deferred
    $0 + $9,472 related
    Nontaxable benefits
    $0 + $29,350 related
    Filer's total
    $0 + $349,985 related

  • MICHAEL HOLZHUETER

    SVP-GENERAL COUNSEL

    Total calculated
    $796,592
    From this org
    $0
    From related orgs
    $672,916
    Other
    $123,676
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,018 related
    Bonus
    $0 + $135,622 related
    Other
    $0 + $58,276 related
    Deferred
    $0 + $18,672 related
    Nontaxable benefits
    $0 + $105,004 related
    Filer's total
    $0 + $796,592 related

  • JAMES MATHESON

    SVP-CHIEF STRATEGY OFFICER

    Total calculated
    $650,294
    From this org
    $0
    From related orgs
    $539,401
    Other
    $110,893
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,985 related
    Bonus
    $0 + $110,566 related
    Other
    $0 + $41,850 related
    Deferred
    $0 + $17,683 related
    Nontaxable benefits
    $0 + $93,210 related
    Filer's total
    $0 + $650,294 related

  • TODD RICHARDSON

    SVP & CHIEF INFO. OFF. (THRU 06/23)

    Total calculated
    $639,306
    From this org
    $0
    From related orgs
    $534,868
    Other
    $104,438
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,807 related
    Bonus
    $0 + $112,026 related
    Other
    $0 + $44,035 related
    Deferred
    $0 + $18,079 related
    Nontaxable benefits
    $0 + $86,359 related
    Filer's total
    $0 + $639,306 related

  • ERIC ANDERSON

    SVP-SERVICE LINE & PATIENT EXP.

    Total calculated
    $626,769
    From this org
    $0
    From related orgs
    $519,926
    Other
    $106,843
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,954 related
    Bonus
    $0 + $117,991 related
    Other
    $0 + $1,981 related
    Deferred
    $0 + $17,740 related
    Nontaxable benefits
    $0 + $89,103 related
    Filer's total
    $0 + $626,769 related

  • CONSTANCE BRADLEY

    SVP- SYSTEM CHIEF NURSING EXECUTIVE

    Total calculated
    $597,582
    From this org
    $0
    From related orgs
    $502,032
    Other
    $95,550
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,875 related
    Bonus
    $0 + $113,420 related
    Other
    $0 + $2,737 related
    Deferred
    $0 + $16,421 related
    Nontaxable benefits
    $0 + $79,129 related
    Filer's total
    $0 + $597,582 related

  • CHRISTINE HARFF

    PRESIDENT - REGIONAL UP

    Total calculated
    $562,679
    From this org
    $0
    From related orgs
    $459,422
    Other
    $103,257
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,109 related
    Bonus
    $0 + $82,831 related
    Other
    $0 + $38,482 related
    Deferred
    $0 + $19,524 related
    Nontaxable benefits
    $0 + $83,733 related
    Filer's total
    $0 + $562,679 related

  • DEBRA BALL

    SVP & CHIEF HR OFFICER

    Total calculated
    $562,392
    From this org
    $0
    From related orgs
    $458,839
    Other
    $103,553
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,805 related
    Bonus
    $0 + $106,987 related
    Other
    $0 + $2,047 related
    Deferred
    $0 + $13,179 related
    Nontaxable benefits
    $0 + $90,374 related
    Filer's total
    $0 + $562,392 related

  • WILLIAM CARROLL

    VP- INFORMATION TECHNOLOGY

    Total calculated
    $370,543
    From this org
    $0
    From related orgs
    $321,116
    Other
    $49,427
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,466 related
    Bonus
    $0 + $51,102 related
    Other
    $0 + $2,548 related
    Deferred
    $0 + $18,436 related
    Nontaxable benefits
    $0 + $30,991 related
    Filer's total
    $0 + $370,543 related

  • SCOTT REMMICH

    VP- CHIEF COMPLIANCE OFFICER

    Total calculated
    $349,829
    From this org
    $0
    From related orgs
    $304,493
    Other
    $45,336
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,612 related
    Bonus
    $0 + $49,272 related
    Other
    $0 + $3,609 related
    Deferred
    $0 + $17,778 related
    Nontaxable benefits
    $0 + $27,558 related
    Filer's total
    $0 + $349,829 related

  • NANCY ROTH-MALLEK

    VP-FINANCE SOUTH REGION

    Total calculated
    $319,799
    From this org
    $0
    From related orgs
    $266,691
    Other
    $53,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $231,229 related
    Bonus
    $0 + $33,270 related
    Other
    $0 + $2,192 related
    Deferred
    $0 + $16,203 related
    Nontaxable benefits
    $0 + $36,905 related
    Filer's total
    $0 + $319,799 related

  • KIMBERLY JOHNSON

    VP-PATIENT CARE & CNO

    Total calculated
    $286,850
    From this org
    $245,213
    From related orgs
    $0
    Other
    $41,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,632
    Bonus
    $32,803
    Other
    $778
    Deferred
    $13,955
    Nontaxable benefits
    $27,682
    Filer's total
    $286,850

  • CRYSTAL KIRSCHLING

    VP-REGIONAL INTEGRATION OFFICER

    Total calculated
    $397,161
    From this org
    $0
    From related orgs
    $348,443
    Other
    $48,718
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,308 related
    Bonus
    $0 + $56,573 related
    Other
    $0 + $562 related
    Deferred
    $0 + $12,036 related
    Nontaxable benefits
    $0 + $36,682 related
    Filer's total
    $0 + $397,161 related

  • KEVIN FERREIRA

    PHYSICIAN

    Total calculated
    $625,894
    From this org
    $0
    From related orgs
    $573,127
    Other
    $52,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $567,317 related
    Bonus
    $0
    Other
    $0 + $5,810 related
    Deferred
    $0 + $16,690 related
    Nontaxable benefits
    $0 + $36,077 related
    Filer's total
    $0 + $625,894 related

  • SEAN CASHIN

    PHYSICIAN

    Total calculated
    $712,375
    From this org
    $0
    From related orgs
    $657,286
    Other
    $55,089
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $651,476 related
    Bonus
    $0
    Other
    $0 + $5,810 related
    Deferred
    $0 + $17,954 related
    Nontaxable benefits
    $0 + $37,135 related
    Filer's total
    $0 + $712,375 related

  • THOMAS FERK

    PHYSICIAN

    Total calculated
    $571,895
    From this org
    $0
    From related orgs
    $525,090
    Other
    $46,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $518,931 related
    Bonus
    $0
    Other
    $0 + $6,159 related
    Deferred
    $0 + $9,394 related
    Nontaxable benefits
    $0 + $37,411 related
    Filer's total
    $0 + $571,895 related

  • DOLLY MYERS

    PHYSICIAN

    Total calculated
    $547,079
    From this org
    $0
    From related orgs
    $514,271
    Other
    $32,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $468,901 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $5,370 related
    Deferred
    $0 + $17,894 related
    Nontaxable benefits
    $0 + $14,914 related
    Filer's total
    $0 + $547,079 related

  • RICHARD WESSLING

    PHYSICIAN

    Total calculated
    $596,690
    From this org
    $0
    From related orgs
    $544,778
    Other
    $51,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $538,536 related
    Bonus
    $0
    Other
    $0 + $6,242 related
    Deferred
    $0 + $17,894 related
    Nontaxable benefits
    $0 + $34,018 related
    Filer's total
    $0 + $596,690 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, THE FILING ORGANIZATION, ASPIRUS RIVERVIEW HOSPITAL & CLINICS, INC. 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 - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: J. TISCHER $50,242 S. SCZYGELSKI $195,109 C. HARFF $34,464 J. MATHESON $32,339 M. HOLZHUETER $55,822 T. RICHARDSON $39,964 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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421369349304667

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