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Nonprofiteer
← ASPIRUS MEDFORD HOSPITAL & CLINICS INC

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

  • 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.

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.

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.

  • ASPIRUS INC

    $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

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