Form 990 for tax year 2023
Filed by ASPIRUS MERRILL HOSPITAL & CLINICS INC.
Totals
- Total revenue
- $33,090,070
- Total expenses
- $26,739,969
- Contributions and grants received
- $54,496
- Grants paid
- $31,550
- Program services expenses (Part IX)
- $17,736,997
- Management and general expenses
- $9,002,972
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $17,736,997
Program services were 66.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JAMES M CYGAN MD
BOARD MEMBER/PHYSICIAN
- Total calculated
- $999,350
- From this org
- $0
- From related orgs
- $953,637
- Other
- $45,713
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $946,315 related
- Bonus
- $0
- Other
- $0 + $7,322 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $35,813 related
- Filer's total
- $0 + $999,350 related
-
ELIZABETH RENAKER-JANSEN DO
BOARD MEMBER/PHYSICIAN
- Total calculated
- $808,013
- From this org
- $0
- From related orgs
- $760,881
- Other
- $47,132
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $710,341 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $45,540 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $37,232 related
- Filer's total
- $0 + $808,013 related
-
LAWRENCE G LEIBERT MD
BOARD MEMBER/PHYSICIAN
- Total calculated
- $518,187
- From this org
- $0
- From related orgs
- $480,959
- Other
- $37,228
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $472,395 related
- Bonus
- $0
- Other
- $0 + $8,564 related
- Deferred
- $0 + $7,257 related
- Nontaxable benefits
- $0 + $29,971 related
- Filer's total
- $0 + $518,187 related
-
JENNIFER R ENMAN-BOURGON DO
BOARD MEMBER/PHYSICIAN
- Total calculated
- $438,465
- From this org
- $0
- From related orgs
- $393,526
- Other
- $44,939
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $364,309 related
- Bonus
- $0 + $8,731 related
- Other
- $0 + $20,486 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $35,039 related
- Filer's total
- $0 + $438,465 related
-
MICHAEL A UMLAND MD
BOARD MEMBER/PHYSICIAN
- Total calculated
- $330,265
- From this org
- $0
- From related orgs
- $284,382
- Other
- $45,883
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $277,560 related
- Bonus
- $0
- Other
- $0 + $6,822 related
- Deferred
- $0 + $6,794 related
- Nontaxable benefits
- $0 + $39,089 related
- Filer's total
- $0 + $330,265 related
-
TOU SHOUA LOR MD
BOARD MEMBER/PHYSICIAN
- Total calculated
- $328,955
- From this org
- $0
- From related orgs
- $286,715
- Other
- $42,240
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $281,233 related
- Bonus
- $0
- Other
- $0 + $5,482 related
- Deferred
- $0 + $5,789 related
- Nontaxable benefits
- $0 + $36,451 related
- Filer's total
- $0 + $328,955 related
-
JEREMY A LEWITZKE
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
KYLE N PAGE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARCO A ESPINOZA
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BRYAN B BORRELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JERRY M YANG
SVP-CHIEF FINANCIAL OFFICER
- Total calculated
- $0
- Hours/week
- 2 + 50 related
-
MATTHEW HEYWOOD
PRESIDENT & CEO ASPIRUS
- Total calculated
- $1,922,303
- From this org
- $0
- From related orgs
- $1,618,117
- Other
- $304,186
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,252,366 related
- Bonus
- $0 + $353,673 related
- Other
- $0 + $12,078 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $294,286 related
- Filer's total
- $0 + $1,922,303 related
-
SIDNEY SCZYGELSKI
SENIOR VP OF FINANCE/CFO
- Total calculated
- $1,429,019
- From this org
- $0
- From related orgs
- $1,294,746
- Other
- $134,273
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $659,271 related
- Bonus
- $0 + $285,397 related
- Other
- $0 + $350,078 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $124,373 related
- Filer's total
- $0 + $1,429,019 related
-
JEFFREY WICKLANDER
SVP & CENTRAL REGION PRESIDENT
- Total calculated
- $811,583
- From this org
- $0
- From related orgs
- $684,346
- Other
- $127,237
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $544,955 related
- Bonus
- $0 + $68,729 related
- Other
- $0 + $70,662 related
- Deferred
- $0 + $9,152 related
- Nontaxable benefits
- $0 + $118,085 related
- Filer's total
- $0 + $811,583 related
-
JENNIFER REDMAN-SCHELL
(NV) SVP & PRESIDENT-AMG
- Total calculated
- $702,198
- From this org
- $0
- From related orgs
- $607,634
- Other
- $94,564
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $509,155 related
- Bonus
- $0 + $94,839 related
- Other
- $0 + $3,640 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $84,664 related
- Filer's total
- $0 + $702,198 related
-
JEFFREY JONES
SVP-CFO (THRU 04/23)
- Total calculated
- $235,898
- From this org
- $0
- From related orgs
- $222,942
- Other
- $12,956
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $220,906 related
- Bonus
- $0
- Other
- $0 + $2,036 related
- Deferred
- $0 + $3,492 related
- Nontaxable benefits
- $0 + $9,464 related
- Filer's total
- $0 + $235,898 related
-
MICHAEL HOLZHUETER
SVP-GENERAL COUNSEL
- Total calculated
- $804,846
- From this org
- $0
- From related orgs
- $688,935
- Other
- $115,911
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $545,744 related
- Bonus
- $0 + $83,740 related
- Other
- $0 + $59,451 related
- Deferred
- $0 + $9,440 related
- Nontaxable benefits
- $0 + $106,471 related
- Filer's total
- $0 + $804,846 related
-
MICHAEL WALTERS
SVP-SYSTEM CHIEF MEDICAL OFFICER
- Total calculated
- $719,376
- From this org
- $0
- From related orgs
- $669,631
- Other
- $49,745
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $553,897 related
- Bonus
- $0 + $56,638 related
- Other
- $0 + $59,096 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $39,845 related
- Filer's total
- $0 + $719,376 related
-
CONSTANCE BRADLEY
SVP & PRES. REG. MRKTS.
- Total calculated
- $579,645
- From this org
- $0
- From related orgs
- $489,478
- Other
- $90,167
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $391,495 related
- Bonus
- $0 + $70,030 related
- Other
- $0 + $27,953 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $80,267 related
- Filer's total
- $0 + $579,645 related
-
JAMES MATHESON
SVP-CHIEF STRATEGY OFFICER
- Total calculated
- $625,908
- From this org
- $0
- From related orgs
- $522,951
- Other
- $102,957
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $405,912 related
- Bonus
- $0 + $73,047 related
- Other
- $0 + $43,992 related
- Deferred
- $0 + $8,193 related
- Nontaxable benefits
- $0 + $94,764 related
- Filer's total
- $0 + $625,908 related
-
ERIC ANDERSON
CHIEF COMPLIANCE OFFICER
- Total calculated
- $598,403
- From this org
- $0
- From related orgs
- $498,735
- Other
- $99,668
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $423,444 related
- Bonus
- $0 + $72,853 related
- Other
- $0 + $2,438 related
- Deferred
- $0 + $9,358 related
- Nontaxable benefits
- $0 + $90,310 related
- Filer's total
- $0 + $598,403 related
-
SUSAN SCHNEIDER
VP-SYSTEM SR. PHYSICIAN EXEC.
- Total calculated
- $544,327
- From this org
- $0
- From related orgs
- $510,162
- Other
- $34,165
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $450,107 related
- Bonus
- $0 + $55,813 related
- Other
- $0 + $4,242 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $24,265 related
- Filer's total
- $0 + $544,327 related
-
TODD RICHARDSON
SVP-CHIEF INFORMATION OFFICER
- Total calculated
- $427,009
- From this org
- $0
- From related orgs
- $350,449
- Other
- $76,560
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $216,988 related
- Bonus
- $0 + $69,318 related
- Other
- $0 + $64,143 related
- Deferred
- $0 + $6,050 related
- Nontaxable benefits
- $0 + $70,510 related
- Filer's total
- $0 + $427,009 related
-
WILLIAM CARROLL
VP-INFORMATION TECHNOLOGY
- Total calculated
- $354,272
- From this org
- $0
- From related orgs
- $316,286
- Other
- $37,986
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $280,398 related
- Bonus
- $0 + $33,439 related
- Other
- $0 + $2,449 related
- Deferred
- $0 + $9,592 related
- Nontaxable benefits
- $0 + $28,394 related
- Filer's total
- $0 + $354,272 related
-
CRYSTAL KIRSCHLING
VP-SYSTEM INTEGRATION OFFICER
- Total calculated
- $358,135
- From this org
- $0
- From related orgs
- $310,701
- Other
- $47,434
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $280,048 related
- Bonus
- $0 + $30,050 related
- Other
- $0 + $603 related
- Deferred
- $0 + $9,581 related
- Nontaxable benefits
- $0 + $37,853 related
- Filer's total
- $0 + $358,135 related
-
CHOON P'NG
REGIONAL MEDICAL DIRECTOR
- Total calculated
- $620,297
- From this org
- $573,762
- From related orgs
- $0
- Other
- $46,535
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $565,198
- Bonus
- $0
- Other
- $8,564
- Deferred
- $9,900
- Nontaxable benefits
- $36,635
- Filer's total
- $620,297
-
JOSEPH ROBERTS
PHYSICIAN
- Total calculated
- $523,440
- From this org
- $476,846
- From related orgs
- $0
- Other
- $46,594
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $471,441
- Bonus
- $0
- Other
- $5,405
- Deferred
- $9,900
- Nontaxable benefits
- $36,694
- Filer's total
- $523,440
-
MICHAEL CLARK
PHYSICIAN
- Total calculated
- $498,485
- From this org
- $453,924
- From related orgs
- $0
- Other
- $44,561
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $448,660
- Bonus
- $0
- Other
- $5,264
- Deferred
- $6,867
- Nontaxable benefits
- $37,694
- Filer's total
- $498,485
-
JEANNINE NOSKO
PHYSICIAN
- Total calculated
- $342,883
- From this org
- $0
- From related orgs
- $310,562
- Other
- $32,321
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $203,301 related
- Bonus
- $0 + $17,584 related
- Other
- $0 + $89,677 related
- Deferred
- $0 + $5,166 related
- Nontaxable benefits
- $0 + $27,155 related
- Filer's total
- $0 + $342,883 related
-
ANDREA ALLARD
VP-OPERATIONS
- Total calculated
- $304,386
- From this org
- $0
- From related orgs
- $293,965
- Other
- $10,421
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $267,134 related
- Bonus
- $0 + $26,259 related
- Other
- $0 + $572 related
- Deferred
- $0 + $8,802 related
- Nontaxable benefits
- $0 + $1,619 related
- Filer's total
- $0 + $304,386 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 — 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. SCZYGELSKI $337,358 J. WICKLANDER $68,358 M. WALTERS $56,806 M. HOLZHUETER $55,822 T. RICHARDSON $39,964 J. MATHESON $39,964 C. BRADLEY $24,444 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
-
LINCOLN COUNTY HEALTH DEPARTMENT
$12,550
FUNDS FOR HEALTHY MINDS FOR LINCOLN COUNTY COALITION, DENTAL SEALANT PROGRAM, AND SEAL-A-SMILE
-
$8,000
VARIOUS PROGRAM FUNDING
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.
-
501(C)(3) · HEALTHCARE · WI
-
501(C)(3) · HOSPITAL · 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) · PROPERTY LEASING · 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 MEDFORD HOSPITAL & CLINICS INC
501(C)(3) · HOSPITAL · WI · controlled entity
Directly controlled by ASPIRUS INC
-
ASPIRUS MEDFORD FOUNDATION INC
501(C)(3) · CHARITABLE FOUNDATION · 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 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 INC
501(C)(3) · MEDICAL SERVICES · WI · controlled entity
Directly controlled by ASPIRUS INC
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ASPIRUS INC
-
501(C)(3) · CHARITABLE FOUNDATION · MN · controlled entity
Directly controlled by ST LUKE'S HOSPITAL OF DULUTH
-
LAKE VIEW MEMORIAL HOSPITAL INC
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ST LUKE'S HOSPITAL OF DULUTH
-
LAKE VIEW MEMORIAL HOSPITAL FOUNDATION OF NORTHEAST MINNESOTA
501(C)(3) · CHARITABLE FOUNDATION · MN · controlled entity
Directly controlled by LAKE VIEW MEMORIAL HOSPITAL INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511359349306371
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