Form 990 for tax year 2022
Filed by ASPIRUS MEDFORD HOSPITAL & CLINICS INC.
Totals
- Total revenue
- $108,037,837
- Total expenses
- $93,482,497
- Contributions and grants received
- $1,464,925
- Grants paid
- $64,662
- Program service revenue
- $103,917,697
- Investment income
- $2,518,232
- Other revenue
- $136,983
- Total assets, end of year
- $76,839,231
- Total liabilities, end of year
- $19,502,614
- Net assets or fund balances, end of year
- $57,336,617
- Program services expenses (Part IX)
- $69,983,326
- Management and general expenses
- $23,499,171
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $69,983,326
Program services were 74.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JESSE G TISCHER
BOARD MEMBER/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
-
MATTHEW BREWER
SECRETARY/TREASURER/VP-REGIONAL OPS
- Total calculated
- $335,651
- From this org
- $0
- From related orgs
- $290,861
- Other
- $44,790
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $247,654 related
- Bonus
- $0 + $42,650 related
- Other
- $0 + $557 related
- Deferred
- $0 + $10,229 related
- Nontaxable benefits
- $0 + $34,561 related
- Filer's total
- $0 + $335,651 related
-
MICHAEL HOLZHUETER
ASST SECRETARY/SVP-GEN. COUNSEL
- Total calculated
- $796,592
- From this org
- $0
- From related orgs
- $672,916
- Other
- $123,676
- Hours/week
- 1 + 40 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
-
SUSAN SCHNEIDER
BOARD MEMBER/PHYSICIAN ASSISTANT
- Total calculated
- $581,600
- From this org
- $0
- From related orgs
- $541,839
- Other
- $39,761
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $445,792 related
- Bonus
- $0 + $92,863 related
- Other
- $0 + $3,184 related
- Deferred
- $0 + $16,507 related
- Nontaxable benefits
- $0 + $23,254 related
- Filer's total
- $0 + $581,600 related
-
JAMES MATHESON
VICE CHAIR/SVP-CHIEF STRATEGY OFF.
- 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
-
RACHEL DIXON
BOARD MEMBER/PHYSICIAN ASSISTANT
- Total calculated
- $149,756
- From this org
- $0
- From related orgs
- $108,456
- Other
- $41,300
- Hours/week
- 1 + 40 related
-
DIANE ANDERSON
BOARD MEMBER/NURSE PRACTITIONER
- Total calculated
- $247,878
- From this org
- $0
- From related orgs
- $209,483
- Other
- $38,395
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $202,520 related
- Bonus
- $0 + $1,250 related
- Other
- $0 + $5,713 related
- Deferred
- $0 + $10,159 related
- Nontaxable benefits
- $0 + $28,236 related
- Filer's total
- $0 + $247,878 related
-
LEONARD W HAMMAN
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
RANDY L JUEDES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHNATHON R LANGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
COURTNEY GRAFF
BOARD MEMBER (THRU 05/23)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WILLIAM G ARCISCZEWSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
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
-
DALE HUSTEDT
(NV) PRESIDENT - NW WI DIVISION
- Total calculated
- $468,765
- From this org
- $375,459
- From related orgs
- $0
- Other
- $93,306
- Hours/week
- 50 + 2 related
Schedule J breakdown matched by us
- Base
- $279,433
- Bonus
- $60,753
- Other
- $35,273
- Deferred
- $18,056
- Nontaxable benefits
- $75,250
- Filer's total
- $468,765
-
SIDNEY SCZYGELSKI
SR. VP OF FINANCE/CFO
- 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
-
GREG SHAW
VP OF FINANCE
- Total calculated
- $251,757
- From this org
- $0
- From related orgs
- $220,782
- Other
- $30,975
- Hours/week
- 50 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $191,783 related
- Bonus
- $0 + $27,247 related
- Other
- $0 + $1,752 related
- Deferred
- $0 + $12,702 related
- Nontaxable benefits
- $0 + $18,273 related
- Filer's total
- $0 + $251,757 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
-
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
-
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
-
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
-
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
-
JANELLE KOMMERS-MARKGRAF
VP-HR NORTH REGION
- Total calculated
- $281,244
- From this org
- $0
- From related orgs
- $236,917
- Other
- $44,327
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $203,520 related
- Bonus
- $0 + $29,058 related
- Other
- $0 + $4,339 related
- Deferred
- $0 + $14,791 related
- Nontaxable benefits
- $0 + $29,536 related
- Filer's total
- $0 + $281,244 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
-
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
-
TYLER HACK
VP- FINANCE NORTH REGION
- Total calculated
- $274,121
- From this org
- $0
- From related orgs
- $246,807
- Other
- $27,314
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $214,263 related
- Bonus
- $0 + $28,807 related
- Other
- $0 + $3,737 related
- Deferred
- $0 + $13,090 related
- Nontaxable benefits
- $0 + $14,224 related
- Filer's total
- $0 + $274,121 related
-
CLINT SEMRAU
PHYSICIAN
- Total calculated
- $596,395
- From this org
- $0
- From related orgs
- $549,833
- Other
- $46,562
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $535,563 related
- Bonus
- $0 + $8,730 related
- Other
- $0 + $5,540 related
- Deferred
- $0 + $9,150 related
- Nontaxable benefits
- $0 + $37,412 related
- Filer's total
- $0 + $596,395 related
-
DAVID VANDERKIN
RADIOLOGIST
- Total calculated
- $572,917
- From this org
- $0
- From related orgs
- $530,163
- Other
- $42,754
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $522,841 related
- Bonus
- $0
- Other
- $0 + $7,322 related
- Deferred
- $0 + $17,894 related
- Nontaxable benefits
- $0 + $24,860 related
- Filer's total
- $0 + $572,917 related
-
PHILIP BOVET
PHYSICIAN
- Total calculated
- $423,876
- From this org
- $0
- From related orgs
- $376,465
- Other
- $47,411
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $370,641 related
- Bonus
- $0
- Other
- $0 + $5,824 related
- Deferred
- $0 + $10,104 related
- Nontaxable benefits
- $0 + $37,307 related
- Filer's total
- $0 + $423,876 related
-
CARY TAUCHMAN
PHYSICIAN
- Total calculated
- $375,085
- From this org
- $0
- From related orgs
- $329,505
- Other
- $45,580
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $316,938 related
- Bonus
- $0
- Other
- $0 + $12,567 related
- Deferred
- $0 + $15,314 related
- Nontaxable benefits
- $0 + $30,266 related
- Filer's total
- $0 + $375,085 related
-
SHIRIN SULTANA
PHYSICIAN
- Total calculated
- $373,598
- From this org
- $0
- From related orgs
- $316,688
- Other
- $56,910
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $271,156 related
- Bonus
- $0 + $40,000 related
- Other
- $0 + $5,532 related
- Deferred
- $0 + $21,267 related
- Nontaxable benefits
- $0 + $35,643 related
- Filer's total
- $0 + $373,598 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 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 4B
- AMHC SPONSORS A NONQUALIFIED TAX EQUALIZED ANNUITY PLAN COVERING EMPLOYED PHYSICIANS. PHYSICIANS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN AFTER ONE YEAR OF SERVICE. PARTICIPANTS IN THE PLAN ARE IMMEDIATELY 100% VESTED. SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) DISTRIBUTION: J. MATHESON $32,339 D. HUSTEDT $24,855 J. TISCHER $50,242 S. SCZYGELSKI $195,109 T. RICHARDSON $39,964 M. HOLZHUETER $55,822 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
-
$12,500
TO SUPPORT THE CARES PROGRAM WHICH ADDRESS SOCIAL, EMOTIONAL, BEHAVIORAL AND MENTAL HEALTH NEEDS OF STUDENTS AND FAMILIES.
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.
-
ASPIRUS MEDFORD FOUNDATION INC
501 (C) 3 · HOSPITAL FOUNDATION · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · HEALTHCARE · WI
-
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · PROPERTY LEASING · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · NURSING HOME SERVICES · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · MEDICAL SERVICES · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS ONTONAGON HOSPITAL INC
501 (C) 3 · HOSPITAL · MI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · HOME HEALTH CARE SERVICES · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · PERSONAL CARE SERVICES · WI · controlled entity
Directly controlled by ASPIRUS VNA HOME HEALTH INC
-
501 (C) 3 · CHARITABLE FOUNDATION · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS IRON RIVER HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · MI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS IRONWOOD HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · MI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS RIVERVIEW HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · HOSPITAL · MI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS STEVENS POINT HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS STEVENS POINT HOSPITAL FOUNDATION INC
501 (C) 3 · CHARITABLE FOUNDATION · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS STANLEY HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS MERRILL HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS MERRILL HOSPITAL FOUNDATION INC
501 (C) 3 · CHARITABLE FOUNDATION · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS RHINELANDER & TOMAHAWK HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS EAGLE RIVER HOSPITAL & CLINICS INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
THE HOWARD YOUNG MEDICAL CENTER INC
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501 (C) 3 · HEALTHCARE · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS MEDICAL GROUP - NORTHERN WISCONSIN
501 (C) 3 · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
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.
-
WESTERN UPPER MICHIGAN EYE CARE LLC
EYE CARE SERVICES · MI
-
THE WESTWOOD CONFERENCE CENTER LLC
REAL ESTATE INVESTMENT · WI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · HEALTH CARE SERVICES · WI · controlled entity
-
ASPIRUS KEWEENAW ENTERPRISES INC
C · PHARMACY · MI · controlled entity
-
C · OTHER INS RELATED - INS HOLDING COMPANY · WI · controlled entity
-
ASPIRUS ARISE HEALTH PLAN OF WI INC
C · HEALTH INSURANCE PLANS · WI · controlled entity
-
ASPIRUS ARISE HEALTH PLAN OF MI INC
C · HEALTH INSURANCE PLANS · MI · controlled entity
-
ASPIRUS CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC
C · ASSOCIATION · WI
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.
-
$74,778,534
Disposition · INVESTMENT ACCOUNT (EQUITY SECURITIES, FIXED INCOME, ETC) · Jan 1, 2023 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349304284
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.