Nonprofit · EIN 39-1412318
MERITER HEALTH SERVICES INC
Tax-exempt · MADISON, WI 53715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,266,412 | $4,682,008 | -$415,596 | $839,002,840 | $2,503,547 | $836,499,293 |
| December 31, 2023 | 990 | $4,593,699 | $4,561,069 | $32,630 | $794,560,216 | $1,689,054 | $792,871,162 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,111,237
- Investment income
- $155,175
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $434,676
- Compensation of officers, directors and key employees
- $3,177,673
- Other salaries and wages
- $293,930
- Salaries, compensation and benefits (total)
- $3,930,848
- Professional fundraising fees
- $0
- Occupancy
- $12,402
- Travel
- $6,596
- Program services (functional)
- $1,694,657
- Management and general (functional)
- $2,987,351
Balance sheet and other
- Total assets, start of year
- $794,560,216
- Total assets, end of year
- $839,002,840
- Total liabilities, end of year
- $2,503,547
- Net assets, end of year
- $836,499,293
- Net assets without donor restrictions
- $825,035,442
- Net assets with donor restrictions
- $11,463,851
- Gross receipts
- $4,266,412
- Employees
- 7
- Volunteers
- 11
- Year formed
- 1898
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES ARNETT | BOARD MEMBER & MARKET PRESIDENT/CEO Trustee or director, Officer | 15 | $616,026 | $0 | $91,886 |
| PAM WETZEL MD | MARKET CMO/ASSISTANT SECRETARY Officer | 5 | $627,345 | $0 | $38,015 |
| BETH ERDMAN | MARKET CFO/TREASURER Officer | 15 | $506,881 | $0 | $52,549 |
| SHERRY CASALI | MARKET CHIEF NURSING OFFICER Key employee | 5 | $448,831 | $0 | $63,663 |
| CHRISTINA JACKSON | MARKET COO Key employee | 15 | $368,620 | $0 | $48,628 |
| JASON YELK DO TO 224 | BOARD MEMBER Trustee or director | 1 | $0 | $347,047 | $56,522 |
| SUE ERICKSON TO 622 | FORMER CEO UPH-MERITER Former | 0 | $0 | $390,202 | $11,972 |
| SHANA WUEBBEN | MARKET VP HR/SECRETARY Key employee | 15 | $325,041 | $0 | $49,093 |
| MARGARET NOREUIL RN PHD | BOARD MEMBER Trustee or director | 1 | $0 | $14,500 | $0 |
| NEWRHEE KIM MD | BD MEM(TO 6/24)/BD CHAIR(FR 6/24) Trustee or director, Officer | 3 | $6,250 | $6,250 | $0 |
| DOUG STRUB | BOARD CHR(TO 6/24)/PAST CHR(FR 6/24) Trustee or director, Officer | 3 | $6,250 | $6,250 | $0 |
| JOHN ASHLEY | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RUKMINI BANERJEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALISON CRAIG-SHASHKO MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RONALD HENSHUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY MANNING MD | BOARD MEMBER (TO 8/24) Trustee or director | 1 | $0 |
| PAT SETJI | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY THOMPSON MD | BOARD MEMBER Trustee or director | 1 | $0 |
| CHERYL WITTKE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUE ERICKSON TO 622 | FORMER CEO UPH-MERITER Former | 0 | $0 | $1,825,397 | $144,038 |
| JAMES ARNETT | BOARD MEMBER/PRESIDENT/CEO Trustee or director, Officer | 5 | $742,672 | $0 | $96,577 |
| PAM WETZEL MD | CMO/ASSISTANT SECRETARY Officer | 5 | $610,383 | $0 | $35,992 |
| BETH ERDMAN | CFO/TREASURER Officer | 15 | $427,113 | $0 | $48,661 |
| SHERRY CASALI | CHIEF NURSING OFFICER Key employee | 5 | $396,653 | $0 | $61,766 |
| JASON YELK DO | BOARD MEMBER Trustee or director | 1 | $0 | $344,536 | $51,887 |
| SHANA WUEBBEN | VP HR/SECRETARY Key employee | 5 | $327,202 | $0 | $47,667 |
| CHRISTINA JACKSON | CHIEF OPERATING OFFICER Key employee | 15 | $263,745 | $0 | $37,828 |
| ART NIZZA DSW TO 118 | FORMER CEO UPH-MERITER Former | 0 | $0 | $156,611 | $0 |
| DOUG STRUB | BOARD CHAIR Trustee or director, Officer | 3 | $12,500 | $12,500 | $0 |
| BRADLEY MANNING MD | BOARD MEMBER Trustee or director | 1 | $0 | $11,475 | $0 |
| VIRGINIA GRAVES TO 623 | BOARD MEMBER Trustee or director | 1 | $0 | $7,850 | $0 |
| MARGARET NOREUIL RN PHD | BOARD PAST CHAIR Trustee or director | 1 | $0 | $7,250 | $0 |
| JOHN ASHLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RUKMINI BANERJEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALISON CRAIG-SHASHKO MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RONALD HENSHUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NEWRHEE KIM MD | BOARD VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| PAT SETJI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY THOMPSON MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL WITTKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 202 S PARK ST, MADISON, WI 53715-1507
- Principal officer (990 for 2024)
- JAMES ARNETT, 202 SOUTH PARK STREET, MADISON, WI 537151596
- Signed the 990
- BETH ERDMAN, MARKET CFO
- Phone
- (608) 417-6000
Mission
MERITER IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.
Program accomplishments
- 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 $1,694,657 · grants $434,676 · revenue $4,111,237
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1412318
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $839,002,840
- Income (IRS master file)
- $4,266,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,266,412 | $4,682,008 | $839,002,840 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $4,593,699 | $4,561,069 | $794,560,216 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $4,085,322 | $3,659,465 | $717,079,189 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1412318).
Questions about MERITER HEALTH SERVICES INC
- What is the EIN of MERITER HEALTH SERVICES INC?
- The employer identification number (EIN) of MERITER HEALTH SERVICES INC is 39-1412318.
- Is MERITER HEALTH SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to MERITER HEALTH SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MERITER HEALTH SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MERITER HEALTH SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERITER HEALTH SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MERITER HEALTH SERVICES INC?
- The 990 for the year ended December 31, 2024 names JAMES ARNETT.
- Who are the officers and directors of MERITER HEALTH SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 19 people; 8 received compensation from the organization, the highest $616,026 (JAMES ARNETT, BOARD MEMBER & MARKET PRESIDENT/CEO).
- How much revenue does MERITER HEALTH SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,266,412, expenses of $4,682,008 and total assets of $839,002,840 at year end.
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