Skip to content
Nonprofiteer
← MERITER HEALTH SERVICES INC

Form 990 for tax year 2022

Filed by MERITER HEALTH SERVICES INC.

Totals

Total revenue
$4,085,322
Total expenses
$3,659,465
Contributions and grants received
$0
Grants paid
$314,941
Program service revenue
$3,744,554
Investment income
$340,768
Other revenue
$0
Total assets, end of year
$717,079,189
Total liabilities, end of year
$2,919,538
Net assets or fund balances, end of year
$714,159,651
Program services expenses (Part IX)
$512,315
Management and general expenses
$3,147,150
Fundraising expenses
$0
Program service expenses (Part III)
$512,315

Program services were 14.0% 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.

  • 2a · Program service revenue: MANAGEMENT FEES

    total $3,744,554 · related or exempt $3,744,554

  • 3 · Investment income

    total $340,768 · excluded $340,768

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $314,941 · program services $314,941

  • 5 · Compensation of officers, directors and key employees

    total $3,020,990 · management and general $3,020,990

  • 7 · Other salaries and wages

    total -$304,815 · program services $88,566 · management and general -$393,381

  • 8 · Pension plan contributions

    total $67,960 · program services $18,598 · management and general $49,362

  • 9 · Other employee benefits

    total $142,504 · program services $38,997 · management and general $103,507

  • 10 · Payroll taxes

    total $102,875 · program services $28,152 · management and general $74,723

  • 11b · Fees: legal

    total -$1,177 · management and general -$1,177

  • 11f · Fees: investment management

    total $16,176 · management and general $16,176

  • 13 · Office expenses

    total $1,235 · program services $338 · management and general $897

  • 16 · Occupancy

    total $11,447 · management and general $11,447

  • 17 · Travel

    total $2,168 · program services $1,084 · management and general $1,084

  • 23 · Insurance

    total $155,857 · management and general $155,857

  • 24a · Other expenses: PURCHASED SERVICES

    total $72,899 · program services $18,225 · management and general $54,674

  • 24b · Other expenses: INCOME TAXES

    total $67,792 · management and general $67,792

  • 24c · Other expenses: DUES/LICENSES

    total $115 · management and general $115

  • 24d · Other expenses: MISCELLANEOUS

    total -$11,502 · program services $3,414 · management and general -$14,916

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $740,574 · end of year $740,489

  • 7 · Other notes and loans receivable

    end of year $802,563

  • 9 · Prepaid expenses and deferred charges

    end of year $19,324

  • 13 · Investments: program-related

    beginning of year $754,103,254 · end of year $715,516,813

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,098,440 · end of year $1,137,087

  • 25 · Other liabilities

    beginning of year $1,451,549 · end of year $1,782,451

  • 27 · Net assets without donor restrictions

    beginning of year $745,809,262 · end of year $705,173,834

  • 28 · Net assets with donor restrictions

    beginning of year $6,484,577 · end of year $8,985,817

Mission and programs · 2022

Mission

MERITER IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

Activities or mission (Part I)

TO HEAL THIS DAY, TEACH FOR TOMORROW, EMBRACE EXCELLENCE ALWAYS, SERVE OUR COMMUNITIES FOR A LIFETIME OF QUALITY HEALTH CARE.

  • MERITER HEALTH SERVICES, INC. IS AN INNOVATIVE, NOT-FOR-PROFIT COMPREHENSIVE HEALTH CARE ORGANIZATION WHOSE VISION IS TO PROVIDE THE BEST TOTAL HEALTHCARE EXPERIENCE TO EVERYONE WE SERVE. ONE OF THE LARGEST PRIVATE EMPLOYERS, MERITER IS THE ONLY MADISON, WISCONSIN HEALTH CARE PROVIDER GOVERNED BY A COMMUNITY BOARD OF LOCAL BUSINESS, MEDICAL AND CIVIC LEADERS. MERITER HEALTH SERVICES, INC. IS KNOWN FOR ITS WILLINGNESS TO COLLABORATE WITH OTHER HEALTH CARE PARTNERS TO ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY. MERITER HEALTH SERVICES, INC. PROVIDES STRATEGIC SUPPORT OF MERITER HOSPITAL, INC., MERITER MEDICAL GROUP, INC., MERITER HOME HEALTH, AND MERITER LABS.

    Expenses $512,315 · Grants $314,941 · Revenue $3,744,554

As filed on the 2022 return.

Listed in Part VII

  • John Ashley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rukmini Banerjee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathy Blumenfeld To 122

    BOARD MEMBER

    Total calculated
    $300
    From this org
    $0
    From related orgs
    $300
    Other
    $0
    Hours/week
    1 + 1 related

  • Alison Craig-Shashko MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sue Erickson To 622

    BOARD MEMBER/CEO/ASST TREAS

    Total calculated
    $923,569
    From this org
    $438,686
    From related orgs
    $332,066
    Other
    $152,817
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $260,268 + $322,136 related
    Bonus
    $166,447
    Other
    $11,971 + $9,930 related
    Deferred
    $12,200 + $118,152 related
    Nontaxable benefits
    $14,997 + $7,468 related
    Filer's total
    $465,883 + $457,686 related

  • Virginia Graves

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $0
    From related orgs
    $10,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Ronald Henshue

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bradley Manning MD

    BOARD MEMBER

    Total calculated
    $17,750
    From this org
    $0
    From related orgs
    $17,750
    Other
    $0
    Hours/week
    3 + 3 related

  • Newrhee Kim MD

    BOARD MEMBER/VICE CHAIR (FR 6/22)

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Margaret Noreuil RN PhD

    BD CHAIR(TO 6/22)/PAST CHAIR(FR 7/22)

    Total calculated
    $15,300
    From this org
    $6,250
    From related orgs
    $9,050
    Other
    $0
    Hours/week
    3 + 3 related

  • Pat Setji

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Doug Strub

    BD VICE CHAIR(TO 6/22)/CHAIR(FR 7/22)

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Mary Thompson MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cheryl Wittke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jason Yelk Do Fr 322

    BOARD MEMBER

    Total calculated
    $346,881
    From this org
    $0
    From related orgs
    $331,631
    Other
    $15,250
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,950 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $2,681 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $346,881 related

  • James Arnett- Coo To 622

    PRESIDENT/CEO (FR 6/22)

    Total calculated
    $566,812
    From this org
    $475,198
    From related orgs
    $0
    Other
    $91,614
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $372,084
    Bonus
    $96,354
    Other
    $6,760
    Deferred
    $12,200 + $50,964 related
    Nontaxable benefits
    $28,450
    Filer's total
    $515,848 + $50,964 related

  • Beth Erdman

    CFO/TREASURER

    Total calculated
    $508,898
    From this org
    $424,473
    From related orgs
    $0
    Other
    $84,425
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $320,768
    Bonus
    $96,044
    Other
    $7,661
    Deferred
    $12,200 + $39,112 related
    Nontaxable benefits
    $33,113
    Filer's total
    $469,786 + $39,112 related

  • Pam Wetzel MD

    CMO/ASSISTANT SECRETARY

    Total calculated
    $668,052
    From this org
    $581,759
    From related orgs
    $0
    Other
    $86,293
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $437,614
    Bonus
    $130,301
    Other
    $13,844
    Deferred
    $12,200 + $53,063 related
    Nontaxable benefits
    $21,030
    Filer's total
    $614,989 + $53,063 related

  • Sherry Casali

    CHIEF NURSING OFFICER

    Total calculated
    $422,836
    From this org
    $369,475
    From related orgs
    $0
    Other
    $53,361
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $277,110
    Bonus
    $82,149
    Other
    $10,216
    Deferred
    $12,200 + $27,877 related
    Nontaxable benefits
    $13,284
    Filer's total
    $394,959 + $27,877 related

  • Shana Wuebben

    VP HR/SECRETARY

    Total calculated
    $333,771
    From this org
    $289,738
    From related orgs
    $0
    Other
    $44,033
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $222,726
    Bonus
    $62,232
    Other
    $4,780
    Deferred
    $11,616
    Nontaxable benefits
    $32,417
    Filer's total
    $333,771

  • Art Nizza Dsw To 221

    FORMER CEO UPH-MERITER

    Total calculated
    $814,375
    From this org
    $0
    From related orgs
    $814,375
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $814,375 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $814,375 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
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: ART NIZZA, DSW $814,375 NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $50,964, SHERRY CASALI $27,878, BETH ERDMAN $39,112, SUSAN ERICKSON $108,417 & PAM WETZEL $53,063.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • ADVANCED IMAGING CENTER LLC

    DIAGNOSTIC RADIOLOGY CENTER · IA · general or managing partner

  • ANKENY MEDICAL PARK SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC

    CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY

    ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA PHYSIO LLC

    PHYSICAL THERAPY SERVICES · IA · general or managing partner

  • CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC

    SURGICAL MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • DUBUQUE ENDOSCOPY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • EASTERN IOWA SLEEP SUPPLY LLC

    MEDICAL EQUIPMENT RETAIL SALES · IA · general or managing partner

  • HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

    PROVIDE ACCESS TO LICENSED SOFTWARE · IA · general or managing partner

  • IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

    OUTPATIENT DIAGNOSTIC IMAGING · IA · general or managing partner

  • IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

    GROUP PURCHASING · IA · general or managing partner

  • LAKEVIEW SURGERY CENTER LC

    SURGERY CENTER · IA · general or managing partner

  • MR ASSOCIATES LLP

    OWN AND OPERATE MR UNIT · IA · general or managing partner

  • ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • REHABILITATION THERAPY SERVICES LLC

    REHABILATION THERAPY · IL · general or managing partner

  • THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

    AMBULATORY SURGERY CENTER. · IA · general or managing partner

  • UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • UPHT-SCA HOLDINGS LLC

    AMBULATORY SURGERY CENTER INVESTMENT · DE

  • WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

    ORTHOPEDIC SERVICE LINES MANAGEMENT · IA · general or managing partner

  • WEST LAKES SLEEP CENTER LLC

    SLEEP DISORDER DIAGNOSTIC TESTING FACILITY · IA · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABBE MANAGEMENT CORPORATION

    C · MANAGEMENT SERVICES · IA

  • BELCREST SERVICES LTD

    C · MEDICAL SERVICES · IL

  • BROADBAND INC

    C · INFORMATION TECHNOLOGY MGMT. · IA

  • DELHI POINT CONDO ASSOCIATION

    C · REAL ESTATE MANAGEMENT · IA

  • HCP CORPORATION

    C · REAL ESTATE RENTAL · WI

  • HANSEN CHARITABLE REMAINDER ANNUITY TRUST

    T · INVESTMENT · IA

  • HANSEN CHARITABLE REMAINDER UNITRUST

    T · INVESTMENT · IA

  • HEALTH ADVANTAGE PLUS INC

    C · PHYSICAL THERAPY · IA

  • HEALTH PLUS INC

    C · MANAGED CARE ADMINISTRATION · IL

  • HNC SERVICES

    C · FIBER OPTIC NETWORK SERVICES · IA

  • MEDIMORE INC

    C · MANAGED CARE · IA

  • MERITER HEALTH ENTERPRISES INC

    C · MANAGEMENT SERVICES · WI

  • MERITER MANAGEMENT SERVICES INC

    C · ADMINISTRATIVE SERVICES · WI · 100% owned · share of income $8,444,756 · share of assets $12,686,613

    Directly controlled by MERITER HEALTH SERVICES INC

  • METHODIST HEALTH VENTURES INC & SUB

    C · PHARMACY/OFFICE STAFFING · IL

  • OPTIMUM HEALTH SOLUTIONS INC

    C · HEALTH & WELLNESS CONSULTING · IA

  • PEKIN PROHEALTH INC

    C · CLINIC · IL

  • PRECEDENCE INC

    C · MANAGED MENTAL CARE · IA

  • PRECEDENCE PLUS INC

    C · MANAGED MENTAL CARE · IA

  • PROVIDER RESOURCE MANAGEMENT INC

    C · RESOURCE MANAGEMENT · IL

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY · IL

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303189349313180

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.