Skip to content
Nonprofiteer
← ASPIRUS MERRILL HOSPITAL & CLINICS INC

Form 990 for tax year 2022

Filed by ASPIRUS MERRILL HOSPITAL & CLINICS INC.

Totals

Total revenue
$27,395,981
Total expenses
$23,542,139
Contributions and grants received
$214,176
Grants paid
$22,282
Program services expenses (Part IX)
$17,034,139
Management and general expenses
$6,508,000
Fundraising expenses
$0
Program service expenses (Part III)
$17,034,139

Program services were 72.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRYAN BORRELL

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $0
    Hours/week
    1

  • CHAD RADKE

    SECRETARY/TREASURER (THRU 09/22)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KYLE PAGE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KATHY KELSEY FOLEY

    CHAIR (THRU 09/22)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JEREMY LEWITZKE

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL UMLAND

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $341,607
    From this org
    $0
    From related orgs
    $286,688
    Other
    $54,919
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,232 related
    Bonus
    $0
    Other
    $0 + $5,456 related
    Deferred
    $0 + $16,727 related
    Nontaxable benefits
    $0 + $38,192 related
    Filer's total
    $0 + $341,607 related

  • MARCO A ESPINOZA

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TOU SHOUA LOR

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $351,386
    From this org
    $0
    From related orgs
    $301,125
    Other
    $50,261
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,687 related
    Bonus
    $0
    Other
    $0 + $6,438 related
    Deferred
    $0 + $14,794 related
    Nontaxable benefits
    $0 + $35,467 related
    Filer's total
    $0 + $351,386 related

  • JAMES CYGAN

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $986,807
    From this org
    $0
    From related orgs
    $933,860
    Other
    $52,947
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $926,538 related
    Bonus
    $0
    Other
    $0 + $7,322 related
    Deferred
    $0 + $17,894 related
    Nontaxable benefits
    $0 + $35,053 related
    Filer's total
    $0 + $986,807 related

  • ELIZABETH RENAKER-JANSEN

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $793,356
    From this org
    $0
    From related orgs
    $739,239
    Other
    $54,117
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $688,699 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $5,540 related
    Deferred
    $0 + $17,760 related
    Nontaxable benefits
    $0 + $36,357 related
    Filer's total
    $0 + $793,356 related

  • LAWRENCE LEIBERT

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $510,930
    From this org
    $0
    From related orgs
    $461,810
    Other
    $49,120
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,246 related
    Bonus
    $0
    Other
    $0 + $8,564 related
    Deferred
    $0 + $19,222 related
    Nontaxable benefits
    $0 + $29,898 related
    Filer's total
    $0 + $510,930 related

  • KRISTA SCHARER MD

    BOARD MEMBER/PHYSICIAN (THRU 02/23)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • MATTHEW HEYWOOD

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $2,111,049
    From this org
    $0
    From related orgs
    $1,799,939
    Other
    $311,110
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,228,336 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 + $2,111,049 related

  • 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 + $649,844 related
    Bonus
    $0 + $1,057,601 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

  • JEFFREY WICKLANDER

    SVP & PRESIDENT- ASPIRUS CENTRAL REGION

    Total calculated
    $840,737
    From this org
    $0
    From related orgs
    $712,205
    Other
    $128,532
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $525,856 related
    Bonus
    $0 + $106,498 related
    Other
    $0 + $79,851 related
    Deferred
    $0 + $16,929 related
    Nontaxable benefits
    $0 + $111,603 related
    Filer's total
    $0 + $840,737 related

  • JENNIFER REDMAN-SCHELL

    SVP & PRESIDENT- ASPIRUS MEDICAL GROUP

    Total calculated
    $742,874
    From this org
    $0
    From related orgs
    $641,148
    Other
    $101,726
    Hours/week
    2 + 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

  • CRYSTAL KIRSCHILING

    VP- REGIONAL INTEGRATION OFFICER

    Total calculated
    $257,507
    From this org
    $0
    From related orgs
    $228,257
    Other
    $29,250
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,372 related
    Bonus
    $0 + $56,573 related
    Other
    $0 + $312 related
    Deferred
    $0 + $8,322 related
    Nontaxable benefits
    $0 + $20,928 related
    Filer's total
    $0 + $257,507 related

  • KIMBERLY ENTENMANN

    VP- HUMAN RESOURCES CENTRAL REGION, AMG & PAC

    Total calculated
    $261,928
    From this org
    $0
    From related orgs
    $217,132
    Other
    $44,796
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,585 related
    Bonus
    $0 + $23,909 related
    Other
    $0 + $638 related
    Deferred
    $0 + $7,340 related
    Nontaxable benefits
    $0 + $37,456 related
    Filer's total
    $0 + $261,928 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

  • JEANNINE NOSKO

    VP- PATIENT CARE & CHIEF NURSING OFFICER

    Total calculated
    $347,732
    From this org
    $0
    From related orgs
    $297,784
    Other
    $49,948
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,423 related
    Bonus
    $0 + $29,716 related
    Other
    $0 + $645 related
    Deferred
    $0 + $14,845 related
    Nontaxable benefits
    $0 + $35,103 related
    Filer's total
    $0 + $347,732 related

  • DEBRA BALL

    SVP & CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $562,391
    From this org
    $0
    From related orgs
    $458,839
    Other
    $103,552
    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 + $90,373 related
    Filer's total
    $0 + $562,391 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
    $650,295
    From this org
    $0
    From related orgs
    $539,401
    Other
    $110,894
    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 + $93,211 related
    Filer's total
    $0 + $650,295 related

  • TODD RICHARDSON

    SVP & CHIEF INFORMATION OFFICER

    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 EXPERIENCE

    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
    $597,581
    From this org
    $0
    From related orgs
    $502,031
    Other
    $95,550
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,874 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 + $597,581 related

  • CHOON P'NG

    PHYSICIAN

    Total calculated
    $606,947
    From this org
    $0
    From related orgs
    $563,135
    Other
    $43,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $529,175 related
    Bonus
    $0
    Other
    $0 + $33,960 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $34,662 related
    Filer's total
    $0 + $606,947 related

  • JOSEPH ROBERTS

    PHYSICIAN

    Total calculated
    $529,330
    From this org
    $0
    From related orgs
    $486,290
    Other
    $43,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $468,537 related
    Bonus
    $0
    Other
    $0 + $17,753 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $33,890 related
    Filer's total
    $0 + $529,330 related

  • MICHAEL CLARK

    PHYSICIAN

    Total calculated
    $519,046
    From this org
    $0
    From related orgs
    $476,699
    Other
    $42,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $453,759 related
    Bonus
    $0
    Other
    $0 + $22,940 related
    Deferred
    $0 + $7,185 related
    Nontaxable benefits
    $0 + $35,162 related
    Filer's total
    $0 + $519,046 related

  • JENNIFER PODEWELTZ

    REGISTERED NURSE

    Total calculated
    $161,870
    From this org
    $121,837
    From related orgs
    $0
    Other
    $40,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,615
    Bonus
    $0
    Other
    $2,222
    Deferred
    $4,170
    Nontaxable benefits
    $35,863
    Filer's total
    $161,870

  • DENISE KLADE

    REGISTERED NURSE

    Total calculated
    $141,268
    From this org
    $122,278
    From related orgs
    $0
    Other
    $18,990
    Hours/week
    40

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 3
FOR THE PURPOSES OF DETERMINING COMPENSATION, ASPIRUS MERRILL HOSPITAL & CLINICS, 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. SCZYGESLSKI $195,109 J. WICKLANDER $68,358 M. HOLZHUETER $55,822 T. RICHARDSON $39,964 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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411369349304496

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

The source document this was parsed from is served over the API, which is where bulk and document access live.