PAUL OLIVER MEMORIAL HOSPITAL: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: PAUL OLIVER MEMORIAL HOSPITAL (EIN 38-1415623)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-14
IRS object ID: 202641349349306569
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-14T13:39:18-04:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	381415623	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAUL OLIVER MEMORIAL HOSPITAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PAUL	BusinessNameControlTxt
Phone	2313529621	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1105 SIXTH STREET	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49684	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL KONOPACKI	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2313529621	PhoneNum
Signature	2026-05-12	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KELLY TOMASZEWSKI	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1105 SIXTH STREET	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49684	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$31,388,331	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MUNSONHEALTHCARE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1944	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	PAUL OLIVER MEMORIAL HOSPITAL AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	245	TotalEmployeeCnt
Total Volunteers	18	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,493,014	PYContributionsGrantsAmt
CY Contributions Grants	$1,041,610	CYContributionsGrantsAmt
PY Program Service Revenue	$27,121,573	PYProgramServiceRevenueAmt
CY Program Service Revenue	$30,262,514	CYProgramServiceRevenueAmt
PY Investment Income	$1,502	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$55,198	PYOtherRevenueAmt
CY Other Revenue	$80,583	CYOtherRevenueAmt
PY Total Revenue	$28,671,287	PYTotalRevenueAmt
CY Total Revenue	$31,384,707	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$13,061,217	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$13,382,777	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$23,665	CYTotalFundraisingExpenseAmt
PY Other Expenses	$13,014,996	PYOtherExpensesAmt
CY Other Expenses	$13,956,908	CYOtherExpensesAmt
PY Total Expenses	$26,076,213	PYTotalExpensesAmt
CY Total Expenses	$27,339,685	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,595,074	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,045,022	CYRevenuesLessExpensesAmt
Total Assets BOY	$22,148,887	TotalAssetsBOYAmt
Total Assets EOY	$14,388,778	TotalAssetsEOYAmt
Total Liabilities BOY	$4,314,216	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,009,085	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$17,834,671	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$8,379,693	NetAssetsOrFundBalancesEOYAmt
Mission	AS A VITAL PART OF MUNSON HEALTHCARE, PAUL OLIVER MEMORIAL HOSPITAL EXISTS TO DELIVER COMPREHENSIVE QUALITY CARE TO PATIENTS IN PARTNERSHIP WITH PHYSICIANS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$22,729,501	ExpenseAmt
Revenue	$30,268,114	RevenueAmt
Desc	EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF BENZIE COUNTY AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. PAUL OLIVER MEMORIAL HOSPITAL HAD OVER 47,900 OUTPATIENT VISITS IN FISCAL YEAR 2025. THE HOSPITAL SERVED 155 SURGICAL CASES AND OVER 5,900 EMERGENCY ROOM VISITS. PAUL OLIVER MEMORIAL HOSPITAL ACCEPTS ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL HAS 51 ACTIVE MEDICAL STAFF AND 18 VOLUNTEERS.	Desc
Total Program Service Expenses	$22,729,501	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	24	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	245	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	22	GoverningBodyVotingMembersCnt
Independent Voting Member	18	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	NICOLE SULAK MUNSON HEALTHCARE	PersonNm
Phone	2319357777	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4230 COPPER RIDGE DR	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49684	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	OfficerOfficerInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
EDWIN A NESS
DIRECTOR	2.00	40.00	Yes (X)	$0	$2,668,995	$253,876
LAURA GLENN
MHC SYSTEM C	2.00	40.00		$0	$1,029,397	$111,766	Yes (X)
PAUL KONOPACKI
CFO	2.00	40.00		$0	$708,738	$92,977		Yes (X)
DINO RECCHIA MD
DIRECTOR	0.00	40.00	Yes (X)	$0	$715,300	$31,094
ELLEN SMITH
PRESIDENT AM	2.00	40.00		$0	$538,574	$9,670	Yes (X)
PETER MARINOFF
FORMER PRESI	0.00	40.00		$0	$410,887	$76,263			Yes (X)
KATHLEEN LARAIA
VP ONCOLOGY	2.00	40.00		$0	$377,922	$59,521	Yes (X)
TAMARA PUTNEY
VP & CNO PAT	2.00	40.00		$0	$381,988	$42,111	Yes (X)
BRIAN MCCOMB DO
PHYSICIAN	2.00	38.00		$18,821	$336,208	$65,264				Yes (X)
KELLY TOMASZEWSKI
PRESIDENT	20.00	20.00	Yes (X)	$0	$338,410	$66,444		Yes (X)
VINCENT SCHULTZ MD
DIRECTOR	0.00	40.00	Yes (X)	$0	$355,887	$45,583
MARK KUIPER MD
PHYSICIAN	40.00			$341,630	$0	$42,813				Yes (X)
ROBERT RICHARDSON
FORMER VP FA	0.00	40.00		$0	$321,104	$40,537			Yes (X)
DANIEL HADLEY MD
PHYSICIAN	40.00			$219,748	$0	$34,089				Yes (X)
KRISTINE JOHNSON
LONG TERM CA	40.00			$200,805	$0	$40,222	Yes (X)
DARREN HODGES
PHYSICIAN SE	40.00			$0	$191,974	$29,253	Yes (X)
JEANETTE MCNINCH
PATIENT CARE	40.00			$142,026	$0	$15,169				Yes (X)
JENNIFER KUIPER MD
PHYSICIAN	40.00			$141,368	$0	$9,061				Yes (X)
KENNETH BLOEM
CHAIR	0.00	12.00	Yes (X)	$0	$5,000	$0		Yes (X)
MATT BULLOCH
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
NICK CEGLAREK
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
KATHY DIXON
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
JENNIFER KING
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
KARL KLIMEK
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
RUTH HOPPE MD
V CHAIR	0.00	8.00	Yes (X)	$0	$5,000	$0		Yes (X)
DAVE MENGEBIER
TREASURER	0.00	6.00	Yes (X)	$0	$5,000	$0		Yes (X)
KIM MORLEY
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0		Yes (X)
TIM NELSON
SECRETARY	0.00	7.00	Yes (X)	$0	$5,000	$0		Yes (X)
ANDY PAGE
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
BRIAN POSTMA
DIRECTOR	0.00	2.00	Yes (X)	$0	$5,000	$0
OWEN ROBERTS
DIRECTOR	0.00	2.00	Yes (X)	$0	$5,000	$0
MARY SANDERS
DIRECTOR	0.00	3.00	Yes (X)	$0	$5,000	$0
KRISTINE THOMAS
DIRECTOR	0.00	3.00	Yes (X)	$0	$5,000	$0
TOM VERYSER
DIRECTOR	0.00	1.00	Yes (X)	$0	$5,000	$0
ELAINE WOOD
DIRECTOR	0.00	6.00	Yes (X)	$0	$5,000	$0
DAVID MCCURDY
DIRECTOR	0.00	3.00	Yes (X)	$0	$0	$0
SAKURA TAKANO
DIRECTOR	0.00	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,064,398	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,460,384	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,065,713	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	22	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
UNIMED MOBILE MRI LLC
PO BOX 19532	IRVINE	CA	92623	MRI UNIT RENTAL	$267,107
SODEXO INC AND AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152516170	FOOD SERVICE	$185,013
HALLMARK HEALTHCARE SOLUTIONS
PO BOX 22937	NEW YORK	NY	100872937	STAFFING	$178,427
MARY FREE BED REAHBILITATION HOSP
235 WEALTHY ST SE	GRAND RAPIDS	MI	49503	REHABILITATION	$105,217

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Related Organizations	$787,742	RelatedOrganizationsAmt
Government Grants	$253,868	GovernmentGrantsAmt
Total Contributions	$1,041,610	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE	621990	$18,709,391	$18,709,391
MEDICARE AND MEDICAID PMTS	621990	$10,693,872	$10,693,872
340B PRESCRIPTION REVENUE	713940	$337,727	$337,727
COMMUNITY FITNESS CENTER	624410	$220,404	$220,404
MISC HEALTHCARE REVENUE	531120	$107,721	$107,721

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$193,399	TotalRevenueColumnAmt
Related Or Exempt Func Income	$193,399	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$30,262,514	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,624	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,663	RelatedOrExemptFuncIncomeAmt
Exclusion	$1,961	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$11,593	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$11,593	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,593	TotalRevenueColumnAmt
Exclusion	$11,593	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$3,624	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$3,624	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,624	TotalRevenueColumnAmt
Exclusion	-$3,624	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CAFETERIA SALES	722210	$61,429	$61,429
MISCELLANEOUS	621990	$7,561		$7,561

Field	Value	IRS element (for citing)
Other Revenue Total	$68,990	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,384,707	TotalRevenueColumnAmt
Related Or Exempt Func Income	$30,271,738	RelatedOrExemptFuncIncomeAmt
Exclusion	$71,359	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$234,436	TotalAmt
Program Services	$234,436	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$10,779,403	TotalAmt
Program Services	$10,458,495	ProgramServicesAmt
Management And General	$320,908	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$442,389	TotalAmt
Program Services	$429,163	ProgramServicesAmt
Management And General	$13,226	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,174,280	TotalAmt
Program Services	$1,139,327	ProgramServicesAmt
Management And General	$34,953	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$752,269	TotalAmt
Program Services	$730,286	ProgramServicesAmt
Management And General	$21,983	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$17,280	TotalAmt
Management And General	$17,280	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$3,153	TotalAmt
Management And General	$3,153	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,202,591	TotalAmt
Program Services	$2,195,760	ProgramServicesAmt
Management And General	$6,831	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,076	TotalAmt
Program Services	$1,076	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$196,331	TotalAmt
Program Services	$147,167	ProgramServicesAmt
Management And General	$49,164	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$363,443	TotalAmt
Program Services	$363,443	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$821,865	TotalAmt
Program Services	$820,848	ProgramServicesAmt
Management And General	$1,017	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$40,528	TotalAmt
Program Services	$40,528	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$28,662	TotalAmt
Program Services	$28,452	ProgramServicesAmt
Management And General	$210	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$126,204	TotalAmt
Program Services	$104,923	ProgramServicesAmt
Management And General	$21,281	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$915,176	TotalAmt
Program Services	$760,853	ProgramServicesAmt
Management And General	$154,323	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$108,924	TotalAmt
Program Services	$86,986	ProgramServicesAmt
Management And General	$21,938	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SHARED SERVICES	$3,919,812	-$17,331	$3,913,478	$23,665
MEDICAL SUPPLIES	$2,637,439	$2,637,439
BAD DEBT	$1,411,613	$1,411,613
QAAP TAXES	$1,007,985	$1,007,985

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$154,826	TotalAmt
Program Services	$148,052	ProgramServicesAmt
Management And General	$6,774	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$27,339,685	TotalAmt
Program Services	$22,729,501	ProgramServicesAmt
Management And General	$4,586,519	ManagementAndGeneralAmt
Fundraising	$23,665	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,250	BOYAmt
EOY	$1,250	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,605,807	BOYAmt
EOY	$294,469	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,533,183	BOYAmt
EOY	$5,644,433	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$89,763	BOYAmt
EOY	$81,153	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$26,433,096	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$18,812,272	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,572,026	BOYAmt
EOY	$7,620,824	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$346,858	BOYAmt
EOY	$746,649	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,148,887	BOYAmt
EOY	$14,388,778	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,124,939	BOYAmt
EOY	$2,057,010	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,189,277	BOYAmt
EOY	$3,952,075	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,314,216	BOYAmt
EOY	$6,009,085	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,834,671	BOYAmt
EOY	$8,379,693	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,834,671	BOYAmt
EOY	$8,379,693	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$22,148,887	BOYAmt
EOY	$14,388,778	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,045,022	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$13,500,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$3,153	OtherActivitiesAmt
Total Lobbying Expenditures	$3,153	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1	FormAndLineReferenceDesc
Explanation	OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO VARIOUS REGIONAL OR NATIONAL ORGANIZATIONS, SUCH AS THE THE AMERICAN HOSPITAL ASSOCIATION AND THE AMERICAN ACADEMY OF FAMILY PHYSICIANS.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$192,846	OtherCostOrOtherBasisAmt
Book Value	$192,846	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,110,120	OtherCostOrOtherBasisAmt
Depreciation	$11,995,252	DepreciationAmt
Book Value	$5,114,868	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$208,226	OtherCostOrOtherBasisAmt
Depreciation	$173,687	DepreciationAmt
Book Value	$34,539	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,285,427	OtherCostOrOtherBasisAmt
Depreciation	$6,423,356	DepreciationAmt
Book Value	$1,862,071	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$636,477	OtherCostOrOtherBasisAmt
Depreciation	$219,977	DepreciationAmt
Book Value	$416,500	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,620,824	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
OPERATING LEASE RIGHT-OF-USE ASSET	$541,344
THIRD PARTY SETTLEMENTS	$205,305

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$746,649	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
RESERVE FOR THIRD PARTY SETTLEMENTS	$2,468,175
ESTIMATED THIRD PARTY SETTLEMENTS	$938,765
LONG TERM OPERATING LEASE LIABILITY	$362,887
SHORT TERM OPERATING LEASE LIABILITY	$182,248

Field	Value	IRS element (for citing)
Total Liability	$3,952,075	TotalLiabilityAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$121,600	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$121,600	NetCommunityBenefitExpnsAmt
Total Expense	0.00470	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,989,374	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,571,020	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$418,354	NetCommunityBenefitExpnsAmt
Total Expense	0.01610	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,110,974	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,571,020	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$539,954	NetCommunityBenefitExpnsAmt
Total Expense	0.02080	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$141,089	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$29,583	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$111,506	NetCommunityBenefitExpnsAmt
Total Expense	0.00430	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,702	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$6,702	NetCommunityBenefitExpnsAmt
Total Expense	0.00030	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,504,255	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$5,271,067	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,233,188	NetCommunityBenefitExpnsAmt
Total Expense	0.04760	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,796	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$3,796	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,655,842	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$5,300,650	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,355,192	NetCommunityBenefitExpnsAmt
Total Expense	0.05230	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$9,766,816	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$7,871,670	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,895,146	NetCommunityBenefitExpnsAmt
Total Expense	0.07310	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$480	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$480	NetCommunityBenefitExpnsAmt

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,600	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$2,600	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$320	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$320	NetCommunityBenefitExpnsAmt

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$289	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$289	NetCommunityBenefitExpnsAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,689	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$3,689	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$1,411,613	BadDebtExpenseAmt
Bad Debt Expense Attributable	$385,370	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$2,711,984	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$2,101,998	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$609,986	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAUL OLIVER MEMORIAL HOSPITAL	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	224 PARK AVE	AddressLine1Txt
City	FRANKFORT	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49635	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.MUNSONHEALTHCARE.ORG	WebsiteAddressTxt
State License	1060000108	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Critical Access Hospital	Yes (X)	CriticalAccessHospitalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	PAUL OLIVER MEMORIAL HOSPITAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
Other	Yes (X)	OtherInd
CHNA Conducted	24	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	HTTPS://TINYURL.COM/YSZBXMYS	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	25	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	HTTPS://TINYURL.COM/YSZBXMYS	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.000000000000	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	HTTPS://TINYURL.COM/2TNSZ8PS	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	HTTPS://TINYURL.COM/2TNSZ8PS	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	HTTPS://TINYURL.COM/2TNSZ8PS	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Other Actions Taken	Yes (X)	OtherActionsTakenInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 3E	YES, THESIGNIFICANT HEALTH NEEDS ARE A PRIORITIZEDDESCRIPTION OF THESIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND WEREIDENTIFIEDTHROUGH THE CHNA.THESIGNIFICANT PRIORITIZED HEALTH NEEDS OF THE COMMUNITY AREIDENTIFIEDIN THE CHNA UNDER THE KEY FINDINGS HEADING.IN THE NORTHWEST AND NORTHEAST CHIR REGIONSWHICH COVER THE PRIMARY MUNSON HEALTHCARE SERVICE AREATHE SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED IN ORDER OF PRIORITY: ACCESS TO HEALTHCARE, MENTAL HEALTH, AND ECONOMIC SECURITY.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 5	WE ARE FOLLOWING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP FRAMEWORK TO GUIDE OURPROCESSWHICH INCLUDESFOUR ASSESSMENTS TO GATHER INPUT.1. COMMUNITY STATUS ASSESSMENT (CSA), COLLECTS QUANTITATIVE DATA ON THE STATUS OF COMMUNITIES FROM TRUSTED LOCAL, STATE, AND NATIONAL SOURCES (SECONDARY DATA), BUT THEN MOVES BEYOND NUMERICAL OUTCOMES TO TEST THEIR ASSOCIATION WITH UPSTREAM ISSUES, INCLUDING SDOHS BY EVALUATING THE DATA NEXT TO A COMMUNITY SURVEY AND A PROVIDER SURVEY WITH OPEN-ENDED QUESTIONS AND SECONDARY DATA COLLECTED THROUGH THIS PROCESS. 2. COMMUNITY CONTEXT ASSESSMENT (CCA): A QUALITATIVE PROCESS TO UNDERSTAND COMMUNITY STRENGTHS, ASSETS, BUILT ENVIRONMENT, AND FORCES OF CHANGE THROUGH LIVED EXPERIENCE. MITHRIVE USED PHOTOVOICE, ASSET MAPPING, AND RESIDENT QUOTES TO FILL DATA GAPS AND EXPLORE CONTEXT. 3. COMMUNITY PARTNER ASSESSMENT (CPA): ENGAGES PARTNERS TO ASSESS INDIVIDUAL AND COLLECTIVE CAPACITY TO ADDRESS HEALTH INEQUITIES AND IDENTIFY ACTIONS AT SYSTEMIC AND STRUCTURAL LEVELS. MITHRIVE CONDUCTED A PARTNER SURVEY AND TWO VIRTUAL EVENTS. TO ENSURE DATA REPRESENTED THE FULL COMMUNITY, WE INVITED A DIVERSE GROUP OF COMMUNITY PARTNERS TO JOIN THE MITHRIVE STEERING COMMITTEE, DESIGN TEAM AND WORKGROUPS, AND GATHERED DATA FROM MEDICALLY UNDERSERVED, MINORITY AND LOW-INCOME POPULATIONS FOR EACH OF THE ASSESSMENTS.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 6A	YES: IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTHCARE SYSTEMS IN THE REGION PARTICIPATED,INCLUDING MCLAREN, MYMICHIGAN HEALTH, AND COREWELL HEALTH.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 6B	YES: IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTH DEPARTMENTS IN THE REGION PARTICIPATED,INCLUDINGGRAND TRAVERSE HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, BENZIE LEELANAU DISTRICT HEALTH DEPARTMENT, CENTRAL MICHIGAN DISTRICT HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT2, AND DISTRICT HEALTH DEPARTMENT 4. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 7A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 10A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 11	WEIDENTIFIEDSTRATEGIC ISSUES AS PART OF THEMITHRIVECOLLABORATIVE. STRATEGIC ISSUES ARE BROADER THAN INDIVIDUAL HEALTH CONDITIONS, AND REPRESENT UNDERLYING CHALLENGES THAT NEED TO BE ADDRESSED, WHICH WOULD LEAD TO IMPROVEMENT IN HEALTH CONDITIONS. EACH STRATEGIC ISSUE SHOULDIMPACTMORE THAN ONE HEALTH CONDITION. THE TOP THREEPRIORITYISSUES TOBEADDRESSED INCLUDE:ACHIEVE GREATER ECONOMIC SECURITY, IMPROVE BEHAVIORAL HEALTH, AND INCREASE ACCESS TO CARE. A COMPLETE LIST OF STRATEGIES PLANNED TO ADDRESS THE PRIORITIZED NEEDS MAY BE VIEWED WITHIN THE CHNA IMPLEMENTATION STRATEGY.GENERALLY, THEHOSPITAL SYSTEM IS COMMITTED TO PROVIDING RESOURCES TO SUPPORT PROGRAMMING, PARTICIPATION IN COLLABORATIVE PROJECTS, BOARDS, AND SUPPORT FOR OTHER COMMUNITY IMPROVEMENT PROJECTS RELATED TO OUR PRIORITY STRATEGIC ISSUES.IN ADDITION TO THE STRATEGIC ISSUES LISTED ABOVE, THE FOLLOWING CHALLENGES WERE ALSO UNCOVERED IN THE DATA:HOUSING, SAFETY AND WELLBEING, EDUCATION, OBESITY, BROADBAND, AND ENVIRONMENT/INFRASTRUCTURE. MUNSON RECOGNIZES THE WIDE RANGE OF HEALTH-RELATED ISSUES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS. GIVEN THE COMPLEXITY AND BREADTH OF THESE CHALLENGES, THE ORGANIZATION HAS CHOSEN TO FOCUS ITS EFFORTS ON THE HIGHEST PRIORITY NEEDS IDENTIFIED BY THE COMMUNITY. THIS TARGETED APPROACH ENABLES THE STRATEGIC ALLOCATION OF RESOURCES TO AREAS WHERE THEY CAN HAVE THE GREATEST IMPACT. SHOULD ADDITIONAL RESOURCES OR ORGANIZATIONAL CAPACITY BECOME AVAILABLE, MUNSON WILL EXPLORE OPPORTUNITIES TO EXPAND ITS INITIATIVES TO ADDRESS OTHER IDENTIFIED NEEDS. IT IS ALSO IMPORTANT TO NOTE THAT SOME ISSUESSUCH AS HOUSINGARE BEING ADDRESSED WITHIN THE CONTEXT OF BROADER STRATEGIC PRIORITIES, SUCH AS ECONOMIC SECURITY. THIS INTEGRATED APPROACH ENSURES THAT INTERCONNECTED SOCIAL DETERMINANTS OF HEALTH ARE CONSIDERED WITHIN A COMPREHENSIVE FRAMEWORK FOR COMMUNITY HEALTH IMPROVEMENT.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 13H	PATIENTS WHOSE FAMILY INCOME EXCEEDS 400% OF THE FPG MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES AT THE SOLE DISCRETION OF MUNSON HEALTHCARE. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16A HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16B HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16C HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16J	IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE TO THE PATIENTS AND TO THE PUBLIC THE AVAILABILITY OF FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY. THIS WILL BE ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS; BROCHURES DISTRIBUTED TO ALL SELF-PAY PATIENTS; INFORMATION POSTED ON THE WEBSITE; STATEMENT ON BILLS; SIGNS IN THE REGISTRATION AREAS; AND CALLS MADE TO ALL SELF-PAY PATIENTS AFTER SERVICE.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 20E	PAUL OLIVER MEMORIAL HOSPITAL (PAUL OLIVER) REVIEWS LARGE DOLLAR ACCOUNTS TO ENSURE ASSISTANCE HAS BEEN OFFERED TO PATIENTS BEFORE THE ACCOUNTS ARE TRANSFERRED TO A CREDIT AGENCY. ONCE AN ACCOUNT HAS BEEN TRANSFERRED TO A CREDIT AGENCY, THE AGENCY REVIEWS THE ACCOUNT TO SEE IF THE PATIENT WOULD BE A POSSIBLE CANDIDATE FOR FINANCIAL ASSISTANCE BEFORE FILING ANY LAWSUITS OR LIENS. PAUL OLIVER WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1.VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY PAUL OLIVER; 2.DOCUMENTING THAT PAUL OLIVER HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH PAUL OLIVER'S APPLICATION REQUIREMENTS; 3.DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. THE METHOD IN WHICH PAUL OLIVER DOES THIS IS AS FOLLOWS: ALL STATEMENTS INCLUDE A STATEMENT REGARDING THE AVAILABILITY OF PAYMENT PLANS, FINANCIAL ASSISTANCE AND CHARITY CARE. PAUL OLIVER WORKS WITH THE COLLECTION AGENCIES TO IDENTIFY INDIVIDUALS THAT MAY QUALIFY FOR CHARITY. IF THEY FIND AN INDIVIDUAL, THEY MAY REFER THE PATIENT TO PATIENT ACCOUNTS FOR EVALUATION. ALL ACCOUNTS THAT ARE PATIENT-PAY RECEIVE A PHONE CALL TO MAKE THE PATIENT AWARE OF OUR FINANCIAL ASSISTANCE POLICY PRIOR TO THEM GOING TO COLLECTIONS.

Field	Value	IRS element (for citing)
Facility	2	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
BETSIE HOSICK HEALTH AND FITNESS CE
102 AIRPORT RD	FRANKFORT	MI	49635	CARDIAC REHABILITATION AND PHYSICAL THER
MHC FRANKFORT SPECIALTY CLINICS
917 MAIN STREET	FRANKFORT	MI	49635	CARDIOLOGY, NEPHROLOGY, ORTHOPEDICS, URO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3C	INCOME UP TO 200% OF THE FPG = 100% DISCOUNT ON CHARGES INCOME BETWEEN 201% AND 300% FPG = 75% DISCOUNT ON CHARGES INCOME BETWEEN 301% AND 400% FPG = 65% DISCOUNT ON CHARGES FAMILY INCOME MAY INCLUDE ALL INCOME ATTRIBUTABLE TO ALL MEMBERS OF THE FAMILY IN THE RESIDENCE, OTHER THAN MINIMAL AMOUNTS EARNED BY MINORS. FAMILY INCOME INCLUDES THE FOLLOWING WHEN COMPUTING FPG: EARNINGS, UNEMPLOYMENT COMPENSATION, WORKER'S COMPENSATION, SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME, PUBLIC ASSISTANCE, VETERANS' PAYMENTS, SURVIVOR BENEFITS, PENSION OR RETIREMENT INCOME, INTEREST, DIVIDENDS, RENTS, ROYALTIES, INCOME FROM ESTATES, EDUCATIONAL ASSISTANCE, ALIMONY, CHILD SUPPORT, ASSISTANCE FROM OUTSIDE THE HOUSEHOLD, AND OTHER MISCELLANEOUS SOURCES; CASH, CHECKING AND SAVINGS BALANCES, MONEY MARKET ACCOUNTS, CERTIFICATES OF DEPOSIT, IRAS TRUSTS, INHERITANCES, ANNUITIES, SAVINGS BONDS, STOCKS, MUTUAL FUNDS, AND/OR CASH VALUE OF LIFE INSURANCE.
SCHEDULE H, PART I, LINE 7G	THE COSTS RELATED TO PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES TOTAL 2,481,083. THESE COSTS ARE OFFSET BY RELATED REVENUES IN COMPUTING THE NET COMMUNITY BENEFIT.
SCHEDULE H, PART I, LINE 7, COLUMN (F)	TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, ARE 27,339,685. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS 1,411,613. THE NET EXPENSE OF 25,928,072 WAS USED FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F).
SCHEDULE H, PART I, LINE 7	COST VALUES FOR LINE 7 ARE BASED ON THE COST TO CHARGE RATIO COMPUTATION AND ACTUAL CASH PAID.
SCHEDULE H, PART II	PAUL OLIVER MEMORIAL HOSPITAL BELIEVES COMMUNITY BUILDING ACTIVITIES PROMOTE HEALTH BY ADDRESSING UNDERLYING COMMUNITY HEALTH CHALLENGES. COMMUNITY BUILDING WORK IS DONE AT THE CORPORATE LEVEL ON BEHALF OF THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE INVESTS DEEPLY IN BUILDING AND SUSTAINING REGION-WIDE COLLABORATIVES THAT TACKLE THE ROOT CAUSES OF POOR HEALTH OUTCOMES. CURRENT EFFORTS FOCUS ON THREE MAJOR INITIATIVES: 1. NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (CHIR): THE CHIR UNITES CROSS-SECTOR PARTNERS ACROSS 31 COUNTIESINCLUDING HEALTH DEPARTMENTS, BUSINESSES, RESIDENTS, AND HUMAN SERVICESTO ALIGN SYSTEMS, SET SHARED PRIORITIES, AND CO-LEAD STRATEGIES THAT TRANSFORM HEALTH AND WELLNESS IN NORTHERN MICHIGAN. THIS INTERDISCIPLINARY GROUP CONDUCTS A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND COORDINATES IMPLEMENTATION STRATEGIES TO ENSURE ALIGNMENT AND IMPACT. THE MOST RECENT CHNA WAS COMPLETED IN JUNE, WITH STRATEGIES APPROVED IN OCTOBER 2025. THIS WORK REDUCES DUPLICATION, ADDRESSES ROOT CAUSES, AND DRIVES MEASURABLE CHANGE. CHIR ALSO DEVELOPED AND SUSTAINS THE COMMUNITY CONNECTIONS MODEL, WHERE PATIENTS ARE UNIVERSALLY SCREENED IN HEALTHCARE SETTINGSINCLUDING MUNSONAND CONNECTED TO COMMUNITY HEALTH WORKERS FOR HELP WITH BASIC NEEDS. 2. BEHAVIORAL HEALTH INITIATIVE (BHI): THE BHI WAS FORMED IN RESPONSE TO THE BEHAVIORAL HEALTH CRISIS, IDENTIFIED AS A TOP PRIORITY THROUGH CHIR-LED CHNA ASSESSMENTS. THE GROUP CREATED A SHARED ROADMAP AND ACTION TEAMS, WITH MUNSON PLAYING A MAJOR ROLE. THIS COLLABORATION LED TO THE OPENING OF THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER IN FY25A MILESTONE THAT WILL TRANSFORM BEHAVIORAL HEALTH CARE IN NORTHERN MICHIGAN. BEYOND THIS, THE INITIATIVE CONTINUES TO EXPAND ACCESS THROUGH EFFORTS SUCH AS CONVENING A REGIONAL CONSORTIUM, EXPANDING A COMMUNITY SCORECARD, INTRODUCING THERAPY CORPS, AND DEVELOPING A BEHAVIORAL HEALTH RESOURCE HUB. 3. MICHIGAN REGIONS 2 & 3 PERINATAL QUALITY COLLABORATIVE (RPQC): MUNSON SERVES AS CO-LEAD AND FIDUCIARY FOR THIS COLLABORATIVE, WHICH BRINGS TOGETHER FAMILIES, BIRTH WORKERS, HEALTHCARE SYSTEMS, HOME VISITING AGENCIES, FAITH-BASED ORGANIZATIONS, NONPROFITS, AND HEALTH DEPARTMENTS. ITS MISSION: IMPROVE PREGNANCY, BIRTH, AND POSTPARTUM OUTCOMES THROUGH A SUSTAINABLE, COORDINATED NETWORK OF CARE. QUALITY IMPROVEMENT EFFORTS ARE DATA-DRIVEN AND INFORMED BY COMMUNITY LISTENING SESSIONS. RECENT INITIATIVES INCLUDE: 1. UPDATING BIRTHING CENTER PROTOCOLS TO PROMOTE CULTURALLY CONSCIOUS CARE, 2. LISTENING SESSIONS WITH UNDERSERVED GROUPS TO IMPROVE OUTCOMES FOR BIRTHING FAMILIES, 3. INTEGRATING DOULA CARE INTO HEALTHCARE SYSTEMS AND SUPPORTING DOULA MENTORSHIP, 4. INCREASING PERINATAL EDUCATION UPTAKE AND PUBLIC AWARENESS OF URGENT MATERNAL WARNING SIGNS. MUNSON ACTIVELY ADVOCATES FOR POLICIES THAT PROTECT HEALTH SERVICES, EXPAND ACCESS, AND ADDRESS ESSENTIAL NEEDS LIKE HOUSING AND SOCIAL SUPPORTS. EXAMPLES INCLUDE: SUPPORTED A STATE BUDGET THAT FULLY FUNDS MICHIGANS MEDICAID PROGRAM (SIGNED INTO LAW BY GOVERNOR WHITMER OCTOBER 2025); SUPPORTED HOUSING SOLUTIONS FOR PATIENTS AND EMPLOYEES THROUGH ENGAGEMENT WITH HOUSING NORTH AND THE HOUSING SUMMIT ALONG WITH BEING THE RECIPIENT OF STATE FUNDS THAT WILL HELP TO RECRUIT AND RETAIN HEALTHCARE WORKERS. (THROUGHOUT 2024 AND 2025); LED EFFORTS TO OPEN THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER AND EXPAND OPERATIONS TO 24/7 CARE (THROUGHOUT 2024 AND 2025); ADVOCATED FOR THE PASSAGE OF STATE LEGISLATION THAT ADDS PROTECTIONS FOR THE 340B DRUG PRICING PROGRAM FROM WHICH WE GAIN COSTSAVINGSTHAT ARE REINVESTED INTO SUPPORTING ACCESS TO CARE FOR PATIENTS; ADVOCATED FOR FEDERAL LEGISLATION THAT EXPANDS ACCESS TO HEALTHCARE THROUGH THE USE OF TELEHEALTH; SUPPORTED THE STATES APPLICATION FOR 173 MILLION IN FEDERAL RURAL HEALTH TRANSFORMATION PROGRAM FUNDS; IN ADDITION TO OVER 300,000 IN DIRECT INVESTMENTS TO NONPROFITS CLOSING CHNA GAPS, MUNSON ALIGNED SPONSORSHIPS AND EVENT PARTICIPATION WITH CHNA PRIORITIES. IN FY25, 77,000 WAS INVESTED IN ALIGNED SPONSORSHIPS AND EVENTS, INCLUDING FINANCIAL SUPPORT TO THE FOLLOWING NON-PROFIT, TAX-EXEMPT CHARITIES: MICHAELS PLACE, ROTARY CLUB, YMCA, HOUSING NORTH, OUT OF THE DARKNESS WALK, HABITAT FOR HUMANITY, MANNA FOOD PROJECT, GROW BENZIE, ARMORY YOUTH PROJECT, NORTHWEST FOOD COALITION, NORTE, BENZIE SENIOR RESOURCES, AND MORE.
SCHEDULE H, PART III, LINE 2	DIRECT WRITE-OFF FROM UNPAID ACCOUNTS WHICH ARE DEEMED NO LONGER COLLECTIBLE ARE RECORDED AGAINST THE ALLOWANCE FOR BAD DEBT. AN ESTIMATE OF BAD DEBT EXPENSE IS RECORDED BASED ON 1) AN ANALYSIS OF THE DIRECT WRITE- OFFS AND 2) AN ESTIMATE OF THE AMOUNT OF BAD DEBT, NET OF DISCOUNTS, IN THE ACCOUNTS RECEIVABLE BALANCE, CONSIDERING THE PAST EXPERIENCE AND CURRENT TRENDS OF PAYMENTS ON PATIENT ACCOUNTS FOR EACH OF THE MAJOR PAYOR SOURCES OF REVENUE.
SCHEDULE H, PART III, LINE 3	THE METHODOLOGY USED TO DETERMINE THE ESTIMATED AMOUNT OF CHARITY IN BAD DEBT IS AS FOLLOWS. WE DETERMINED THE APPROVAL RATE OF FINANCIAL COUNSELING BY TAKNG THE VALUE OF THE ACCOUNTS THAT SUCCESSFULLY QUALIFIED FOR CHARITY (INCLUDING PRESUMPTIVE APPROVALS) AND DIVIDING THAT NUMBER BY THE ACCOUNTS THAT WERE APPROVED FOR CHARITY PLUS THE ACCOUNTS THAT WERE DENIED. THEN WE APPLIED THAT PERCENTAGE TO THE VALUE OF ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT, MULTIPLIED BY THE APPROVAL RATE FOR FINANCIAL COUNSELING.
SCHEDULE H, PART III, LINE 4	SEE NOTE 2 ON PAGE 10 OF ATTACHED AUDITED FINANCIAL STATEMENTS UNDER ACCOUNTS RECEIVABLE.
SCHEDULE H, PART III, LINE 9B	MUNSON HEALTHCARES INTERNAL AND EXTERNAL COLLECTION PRACTICES REFERENCED IN THE CREDIT AND COLLECTION POLICY (INCLUDING ACTIONS THE HOSPITAL MAY TAKE IN THE EVENT OF NON-PAYMENT, INCLUDING COLLECTION ACTIONS AND REPORTING TO COLLECTION AGENCIES) SHALL TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENTS GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR CHARITY FROM MUNSON HEALTHCARE (MHC), AND A PATIENTS GOOD FAITH EFFORT TO COMPLY WITH HIS/HER PAYMENT AGREEMENTS WITH MHC. FOR PATIENTS WHO QUALIFY FOR CHARITY AND WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR DISCOUNTED HOSPITAL BILLS, MHC MAY OFFER EXTENDED PAYMENT PLANS, WILL NOT SEND UNPAID BILLS TO OUTSIDE COLLECTION AGENCIES, AND WILL CEASE ALL COLLECTION EFFORTS ON ANY UNPAID BALANCES ON ACCOUNTS THAT WERE OPENED WITHIN ONE YEAR OF THE DATE THAT THE PATIENT QUALIFIED FOR CHARITY UNDER THIS POLICY. MHC WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1) VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL; 2) DOCUMENTING THAT MHC HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH THE HOSPITALS APPLICATION REQUIREMENTS; 3) DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. PATIENTS WILL BE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR A PERIOD OF AT LEAST 120 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. PATIENT BALANCES WILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE CONSIDERATION FOR AT LEAST 240 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. MEMBERS OF THE PUBLIC MAY OBTAIN THE CURRENT CREDIT AND COLLECTION POLICY FOR ANY MUNSON HEALTHCARE HOSPITAL ON THE WEBSITE, IN WRITING, AND FREE OF CHARGE BY CONTACTING MUNSON HEALTHCARE PATIENT FINANCIAL SERVICES DEPARTMENT AT 4230 COPPER RIDGE DR., TRAVERSE CITY, MI 49684
SCHEDULE H, PART VI, LINE 2	THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEMPARTICIPATEIN A COMMUNITY NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY TO MEET THE REQUIREMENTS OF IRC SEC 501(R)IN ACCORDANCE WITHTHE PLANS OF THE COMMUNITY & POPULATION HEALTH COMMITTEE OF THE BOARD. IN ADDITION, THE HOSPITAL IS A MEMBER OF THE MUNSON HEALTHCARE SYSTEM, WHICH HAS A DEDICATED BUSINESS PLANNING DEPARTMENT, WHICH USES CHNA AND OTHER IMPORTANT DATA SOURCES TO UNDERSTAND THE NEEDS OF THE SERVICE AREA, IN ADDITION TO SERVICE LINE AND DEPARTMENT- BASED ASSESSMENT AND BUSINESS PLANNING STRATEGIES. THE HOSPITAL ALSO REGULARLY SEEKS INFORMATION FROM ANDPARTICIPATESIN MITHRIVEWORKGROUPS, THE BEHAVIORAL HEALTH INITIATIVE, AND OTHER REGIONAL COLLABORATIVESTOMAINTAINCURRENT UNDERSTANDING OF COMMUNITY HEALTH NEEDS.THE HOSPITALMAINTAINSA COMMUNITY HEALTHCARE COUNCIL MADE UP OF LOCAL LEADERS ANDAREA ORGANIZATIONS WHICH PROVIDE INPUT INTO EMERGING TRENDS AND ISSUES SPECIFIC TO THEIR COMMUNITIES.FINALLY,THE HEALTHCARESYSTEMMAINTAINSASTANDINGCOMMUNITY AND POPULATION HEALTHCOMMITTEE (CHC)WHICH CONSISTS OF MUNSON HEALTHCARE BOARD MEMBERS FROMREGIONALHOSPITALS AND OTHER INTERESTED AREA PHYSICIANS AND COMMUNITY MEMBERS. THE CPHC MEETS AT LEAST QUARTERLY TO REVIEW EXISTING PROGRAMS AND SERVICES RELATED TO CURRENT COMMUNITY HEALTH NEEDS, CONSIDER THEMHCRESPONSE TO EMERGING HEALTH TRENDS,AND REVIEW NEW COMMUNITYHEALTH-BASEDCOLLABORATIONS OR PROGRAMS.
SCHEDULE H, PART VI, LINE 3	IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE AND EDUCATE PATIENTS AND THE PUBLIC REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. THIS IS ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS: BROCHURES THAT DESCRIBE MUNSON HEALTHCARE'S FINANCIAL ASSISTANCE PROGRAM ARE AVAILABLE AT ALL REGISTRATION SITES. THE BROCHURE HAS CLEAR INFORMATION ON HOW TO CONTACT A FINANCIAL COUNSELOR. STATEMENT ON BILLS: STATEMENTS INCLUDE VERBIAGE THAT INSTRUCTS THE PATIENT TO CALL PATIENT FINANCIAL ASSISTANCE IF THEY NEED HELP WITH THEIR BILL. SIGNS IN THE ER REGISTRATION AREA: ADVISES THE PATIENTS THAT THEIR CARE IS NOT WITHHELD IF THEY HAVE NO INSURANCE OR MEANS TO PAY. THE MUNSON HEALTHCARE INTERNET HAS THE FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, THE PLAIN LANGUAGE SUMMARY AND THE BILLING AND COLLECTIONS POLICY AVAILABLE TO REVIEW AND PRINT. REFERRAL BY REGISTRATION STAFF: AT THE TIME OF REGISTRATION, SELF-PAY PATIENTS OR ANY PATIENT THAT MAY HAVE CONCERNS REGARDING THEIR UPCOMING ADMISSION IS REFERRED TO THE FINANCIAL COUNSELING STAFF. MUNSON HEALTHCARE FINANCIAL COUNSELORS ARE AVAILABLE TO TALK WITH PATIENTS ABOUT THEIR FINANCIAL CONCERNS. THE COUNSELOR VISIT ALL INPATIENTS THAT ARE DEEMED SELF-PAY, TO SEE IF THEY HAVE CONCERNS AND TO DETERMINE IF THEY WOULD LIKE HELP. IF THE PATIENT WOULD LIKE HELP, THE COUNSELORS GATHER INCOME INFORMATION AND SCREEN THE PATIENT FOR MEDICAID. GENERALLY, THESE TWO ACTIONS WILL DETERMINE WHAT PROGRAM THE PATIENT MIGHT QUALIFY FOR. ONCE THE COUNSELOR DETERMINES WHAT THE PATIENT MAY QUALIFY FOR, THE COUNSELOR EDUCATES THE PATIENT ON THE AVAILABLE PROGRAMS AND ASSISTS THEM WITH COMPLETING THE APPROPRIATE APPLICATIONS. THE COUNSELORS ALSO IDENTIFY ALL SELF-PAY OUTPATIENTS AND GO THROUGH THE SAME PROCESS, ONLY BY PHONE. THE GOAL IS TO TALK WITH PATIENTS PRIOR TO ADMISSION, BUT WHEN THAT IS NOT POSSIBLE, THE CALL IS MADE SOON AFTER DISCHARGE. AVAILABLE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: MEDICAID (AND ALL OF ITS SUBSETS), SOCIAL SECURITY DISABILITY, TRAVERSE HEALTH CLINIC, MUNSON HEALTHCARE FINANCIAL ASSISTANCE, AND MUNSON MEDICAL CENTER MEDS PROGRAM. MUNSON HEALTHCARE MAKES A PHONE CALL TO ALL PRIVATE-PAY PATIENTS PRIOR TO TRANSFERRING THEIR ACCOUNT TO A COLLECTION AGENCY TO INFORM THEM OF OUR FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART VI, LINE 4	DESCRIPTION ONE OF NINE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM, PAUL OLIVER MEMORIAL HOSPITAL (POMH) OFFERS QUALITY, PERSONALIZED CARE FOR PRIMARY AND URGENT MEDICAL NEEDS. LOCATED IN FRANKFORT, MICHIGAN, ABOUT 40 MILES SOUTHWEST OF TRAVERSE CITY, POMH BECAME THE FIRST OWNED SUBSIDIARY OF MUNSON HEALTHCARE IN 1986. BECAUSE OF ITS RURAL LOCATION, POMH IS DESIGNATED AS A MICHIGAN CRITICAL ACCESS HOSPITAL; IT WAS THE FIRST HOSPITAL IN MICHIGAN TO ATTAIN THAT STATUS. THE HOSPITAL HAS 51 ACTIVE MEDICAL STAFF (PRIMARY FACILITY) AND 245 EMPLOYEES MAKING IT ONE OF THE LARGEST EMPLOYERS IN THE COUNTY. THE HOSPITAL SERVED OVER 47,900 OUTPATIENT VISITS, OVER 5,900 EMERGENCY ROOM VISITS, AND 155 SURGICAL CASES IN FISCAL YEAR 2025. HOSPITAL SERVICES THIS 8 BED HOSPITAL OFFERS A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES: COMPREHENSIVE RADIOLOGY SERVICES WITH CT, MRI, CT, ULTRASOUND, MAMMOGRAPHY, AND X-RAY OUTPATIENT LABORATORY SERVICES COMPREHENSIVE REHABILITATION SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND HEARING, AND WOUND THERAPY PROGRAMS 24-HOUR EMERGENCY CARE AND ACUTE CARE SERVICES CARDIAC AND PULMONARY REHABILITATION PRIMARY CARE LONG-TERM CARE AND SKILLED REHABILITATION RESPITE CARE VISITING SPECIALISTS DIALYSIS OUTPATIENT PROCEDURES POPULATION SERVED FRANKFORT IS A SMALL, SCENIC COMMUNITY IN BENZIE COUNTY ON THE LAKE MICHIGAN SHORELINE, NESTLED BETWEEN SLEEPING BEAR DUNES NATIONAL LAKESHORE AND ELBERTA BLUFFS. THE HOSPITALS PRIMARY SERVICE AREA INCLUDES BENZIE COUNTY, NORTHERN MANISTEE COUNTY, AND SOUTHWEST LEELANAU COUNTY. BENZIE COUNTY IS THE SMALLEST OF MICHIGAN'S 83 COUNTIES. WITHIN THE HOSPITALS PRIMARY SERVICE AREA OF BENZIE COUNTY, THE FOLLOWING DEMOGRAPHIC INFORMATION APPLIES: BENZIE COUNTY IS HOME TO 18,520 PEOPLE. MOST OF THE POPULATION ARE WHITE (95.2%) WITH THE LARGEST MINORITY GROUPS INCLUDING HISPANIC/LATINO (2.7%), AMERICAN INDIAN/ALASKA NATIVE (1.3%), AND AFRICAN AMERICAN (1%). THE PROPORTION OF ADULTS OVER 65 YEARS IS 30% WITH PERSONS UNDER 18 YEARS MAKING UP 16.6%. 93.9% OF RESIDENTS AGE 25 YEARS+ HAVE A HIGH SCHOOL DIPLOMA WITH 34.3% HAVING A BACHELORS DEGREE OR HIGHER. MEDIAN HOUSEHOLD INCOME IS 72,603 WHICH IS ABOVE THE STATE AVERAGE (71,149) AND THE UNEMPLOYMENT RATE IS 4.3%. THE PERCENT OF UNINSURED INDIVIDUALS (UNDER 65 YEARS) IS 5.5%. QUALITY MARCH 2025 - FOR A SECOND CONSECUTIVE YEAR, PAUL OLIVER MEMORIAL HOSPITAL (POMH) NAMED A 2024 HUMAN EXPERIENCE (HX) GUARDIAN OF EXCELLENCE AWARD WINNER BY PRESS GANEY, 2021- PAUL OLIVER MEMORIAL HOSPITAL HAS BEEN AWARDED A THREE-YEAR TERM OF ACCREDITATION IN COMPUTED TOMOGRAPHY (CT) AND MAMMOGRAPHY AS THE RESULT OF A RECENT REVIEW BY THE AMERICAN COLLEGE OF RADIOLOGY (ACR). 2019 - POMH BECAME RECOGNIZED AS A LEVEL IV TRAUMA HOSPITAL BY THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS DESIGNATION MEANS THAT POMH IS PART OF A REGIONAL, COORDINATED, AND ACCOUNTABLE TRAUMA CARE NETWORK WITH A DEMONSTRATED ABILITY TO PROVIDE ADVANCED TRAUMA LIFE SUPPORT (ATLS) PRIOR TO TRANSFER OF PATIENTS TO A HIGHER LEVEL TRAUMA CENTER.
SCHEDULE H, PART VI, LINE 5	PAUL OLIVER MEMORIAL HOSPITAL UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. MUNSON REINVESTS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. THESE FUNDS ARE REINVESTED INTO OUR HOSPITALS IN THE FORM OF EMPLOYEE WAGE AND BENEFIT ENHANCEMENTS, TECHNOLOGY, AND SERVICES NEEDED TO ENSURE THE HIGHEST QUALITY CARE IS AVAILABLE IN NORTHERN MICHIGAN. THE HOSPITAL ALSO HAS AN OPEN MEDICAL STAFF WHERE PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY SUBJECT TO CREDENTIAL REVIEW AND REQUIREMENTS OF THE MEDICAL STAFF AND THE BOARD OF DIRECTORS. BEYOND THESE MEASURES, MUNSON PUTS COMMUNITY HEALTH AT THE CENTER OF WHAT THEY DO AND INVESTS HEAVILY IN COMMUNITY HEALTH PROGRAMS, PARTNERSHIPS AND INITIATIVES, INCLUDING THE FOLLOWING: MENTAL HEALTH AND SUBSTANCE USE DISORDERS: IN JANUARY, MUNSON AND NORTHERN LAKES COMMUNITY MENTAL HEALTH AUTHORITY OPENED THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER, EXPANDING FROM LIMITED HOURS TO 24/7 SERVICE. THIS CENTER DELIVERS FACE-TO-FACE CRISIS INTERVENTION, PSYCHIATRIC URGENT CARE, MOBILE RESPONSE, PEER SUPPORT, AND COMMUNITY REFERRALSTRANSFORMING BEHAVIORAL HEALTH ACCESS IN NORTHERN MICHIGAN. COMPLEMENTARY INITIATIVES INCLUDED: 1. PERINATAL LOSS SUPPORT: TRAINED 54 STAFF IN GRIEF CARE, DISTRIBUTED RESOURCES TO BIRTHING HOSPITALS, AND LAUNCHED A SUPPORT GROUP FOR FAMILIES. 2. COMMUNITY INVESTMENTS: 10,000 TO KIERSTENS RIDE FOR SUICIDE PREVENTION AND 5,000 TO LAKESHORE CHILDRENS ADVOCACY CENTER FOR FREE COUNSELING FOR CHILDREN AFFECTED BY ABUSE. 3. HIGH-TECH HIGH TOUCH (HT2): SCREENED 1,600 PRENATAL PATIENTS FOR MENTAL HEALTH AND SUBSTANCE USE NEEDS; OVER HALF ACCEPTED BRIEF INTERVENTIONS, IMPROVING MATERNAL AND INFANT OUTCOMES. 4. BEHAVIORAL HEALTH EQUITY: PARTNERED WITH THE UNIVERSITY OF MICHIGAN ON PEDIATRIC EQUITY RESEARCH AND COLLABORATED WITH SCHOOLS TO STANDARDIZE CRISIS RESPONSE LANGUAGE AND TOOLS. IN FY25, WE ADVANCED CARE FOR CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THIS INCLUDES, CONTRACTING APPLIED BEHAVIORAL ANALYSIS (ABA) SPECIALISTS TO DEVELOP FUTURE THERAPY SERVICES IN THE EMERGENCY DEPARTMENT FOR CHILDREN WITH BEHAVIORAL HEALTH NEEDS. ADDITIONAL INITIATIVES INCLUDED THE INTRODUCTION OF SENSORY TOOLS, PARTNERSHIP WITH CHILD LIFE TO REDUCE TRAUMA IN THE EMERGENCY DEPARTMENT, DEVELOPING COLOR-CODED HANDOFF SIGNAGE AND INTERVENTION PROTOCOLS TO PREVENT ESCALATION AND SHORTEN STAYS, IMPROVING EMR DATA ACCURACY FOR RACE AND ETHNICITY, AND ANALYZING ACCESS TO LACTATION CONSULTANTS FOR UNDERSERVED POPULATIONS. MUNSON CONTINUES TO ADVANCE A COMPREHENSIVE NO WRONG DOOR APPROACH TO SUBSTANCE USE DISORDER (SUD) TREATMENT, ENSURING SEAMLESS ACCESS TO CARE IN EMERGENCY, PRIMARY, AND BEHAVIORAL HEALTH SETTINGS. IN FY25, A FULL-TIME PROGRAM MANAGER WAS HIRED TO LEAD THIS WORK. THANKS TO FUNDING SUPPORT FROM MHA FOR THE HOSPITAL- BASED PEER RECOVERY COACH SERVICES EXPANSION INITIATIVE, WE ADDED THREE ADDITIONAL PRC POSITIONS AND CREATED A COORDINATOR OF PEER SERVICES ROLE, BRINGING THE TEAM TO 10 PRC ACROSS NINE CLINICS TO SUPPORT DELIVERY OF GOLD-STANDARD CARE. TO BUILD PROVIDER CAPACITY, MUNSON LAUNCHED WEEKLY CLINICIAN MENTORSHIP SESSIONS FOR BEST-PRACTICE SHARING AND COLLABORATIVE LEARNING. THE SYSTEM IS ALSO IMPLEMENTING THE SUD HEALTH HOME MODEL, INTEGRATING CARE MANAGEMENT AND PROMOTING SUSTAINABILITY THROUGH VALUE- BASED REIMBURSEMENT. ADDITIONALLY, MUNSON INTRODUCED AN EAST REGION SUD NURSE NAVIGATOR TO STRENGTHEN CARE COORDINATION. COMPLEMENTARY HARM REDUCTION EFFORTS INCLUDED INSTALLING 25 NARCAN DISTRIBUTION BINS ACROSS HOSPITALS, URGENT CARE CENTERS, AND CLINICS IN PARTNERSHIP WITH MICHIGAN HARM REDUCTION. THE ANNUAL VOICES FOR COMMUNITY HEALTH ART INITIATIVE FOCUSED ON RECOVERY, GENERATING SIGNIFICANT ENGAGEMENT AND MEDIA COVERAGE INCLUDING A MUNSON PRC FEATURED ON THE FRONT PAGE OF THE RECORD EAGLE. THESE COMBINED STRATEGIESPROTOCOL STANDARDIZATION, WORKFORCE EXPANSION, EDUCATION, PARTNERSHIPS, AND INTEGRATED CAREARE BUILDING A ROBUST, SUSTAINABLE SYSTEM FOR INDIVIDUALS WITH SUD. CHRONIC DISEASE PREVENTION AND MANAGEMENT: MUNSON PRIORITIZED CHRONIC DISEASE PREVENTION THROUGH COMMUNITY PARTNERSHIPS AND INNOVATIVE OUTREACH, INCLUDING: 1. FRUIT & VEGETABLE PRESCRIPTION PROGRAM WITH LOCAL GROCERS, FARMERS MARKETS, AND MSU EXTENSION, PROVIDING VOUCHERS AND NUTRITION EDUCATION, 2. DIRECT PATIENT OUTREACH VIA TEXT FOR CANCER SCREENINGS, WELL VISITS, AND DIABETES CARE, 3. SUPPORT FOR NONPROFITS LIKE YMCA AND MANNA FOOD PROJECT TO EXPAND ACCESS TO NUTRITIOUS FOOD AND MOVEMENT OPPORTUNITIES, 4. CULINARY MEDICINE SERIES WITH GROUNDWORK CENTER TO EQUIP PROVIDERS FOR MEANINGFUL NUTRITION CONVERSATIONS, 5. LAUNCHED AN OPT-IN, TEXT-BASED DIABETES EDUCATION PROGRAM, DELIVERING WEEKLY TIPS ON BLOOD SUGAR TESTING, MEAL PLANNING, EXERCISE, AND STRESS MANAGEMENTREDUCING BARRIERS AND INCREASING ENGAGEMENT. ACCESS TO HEALTHCARE: MUNSON HAS PRIORITIZED SEVERAL OPERATIONAL ADVANCEMENTS, LEVERAGING INNOVATION TO INTRODUCE NEW MODELS OF CARE THAT IMPROVE ACCESS ACROSS RURAL NORTHERN MICHIGAN. THIS INCLUDES: 1. CENTRALIZED CARE COORDINATION: LAUNCHED THE MUNSON TRANSFER CENTER AND A REGIONAL REFERRAL HUB, STREAMLINING PATIENT PLACEMENT AND SPECIALTY REFERRALS FOR 24 COUNTIES. THIS HUB HAS REDUCED ED DELAYS, OPTIMIZED BED USE, AND IMPROVED ACCESS TO ADVANCED SERVICES SUCH AS TRAUMA, NICU, STROKE CARE, AND ORTHOPEDICSADDRESSING A TOP CHNA PRIORITY. 2. EXPANDED PATIENT SUPPORT: THE ASK-A-NURSE LINE HANDLED 37,000 CALLS IN FY25, SAFELY REDIRECTING 26% OF POTENTIAL ER VISITS AND IMPROVING CARE COORDINATION WHILE FREEING PRIMARY CARE CAPACITY FOR SAME-DAY AND PREVENTIVE APPOINTMENTS. 3. THE MOST RECENT STRATEGIC PLANREGIONAL CARE TRANSFORMATIONPRIORITIZED AN EXPANSION OF OUTPATIENT, SPECIALTY SERVICES WHILE ELEVATING SPECIALTY SERVICES AVAILABLE AT THE MEDICAL CENTER. MUNSON RECRUITED 23 NEUROSCIENCE PROVIDERS, REDUCING WAIT TIMES FROM 123 TO 25 DAYS, AND LAUNCHED A HIGH-RISK BREAST CANCER CLINIC WITH PREDICTIVE SOFTWARECRITICAL FOR COMMUNITIES WITH SOME OF MICHIGANS HIGHEST BREAST CANCER RATES. 4. WORKFORCE STRATEGY: ADDRESSED RURAL STAFFING SHORTAGES VIA INTERNATIONAL RECRUITMENT (170 NURSES FROM THE PHILIPPINES), EXPANDED LOCAL PIPELINES (EARLY HIRE PROGRAM, RESIDENCIES), AND RETENTION INITIATIVES (NURSE RESIDENCY PROGRAM). SECURED A 500K HOUSING GRANT TO SUPPORT RELOCATION AND AFFORDABLE HOUSING, EXPECTED TO ATTRACT 4060 HIRES. 5. MATERNAL & CHILD HEALTH: THE HEALTHY FUTURES PROGRAM SERVED 1,300 FAMILIES THROUGH FREE POSTPARTUM HOME VISITS, BREASTFEEDING SUPPORT, AND EDUCATION. FY25 ADDED PRENATAL AND NEWBORN CARE CLASSES AND ADVANCED A CARE COORDINATION PORTAL LINKING HOME VISITS TO CLINICAL CARE. A BLOOD PRESSURE INITIATIVE PREVENTED LIFE-THREATENING POSTPARTUM COMPLICATIONS. 6. IMPROVING HEALTH OUTCOMES FOR NON-MAJORITY GROUPS: ANALYSIS OF PAST COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) SHOWS THAT, DESPITE PRIORITIZING NON-MAJORITY POPULATIONS, HEALTH OUTCOMES AND TRUST HAVE NOT SIGNIFICANTLY IMPROVED. TO ADDRESS THIS, ROTARY CHARITIES FUNDED A TWO-YEAR INITIATIVE IN PARTNERSHIP WITH MUNSON HEALTHCARE, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, AND THE NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (NMCHIR). WE ENGAGED AN INDIGENOUS COACH WITH A MASTERS IN ORGANIZATIONAL PSYCHOLOGY TO GUIDE US IN DEVELOPING IMPACTFUL STRATEGIES. TOGETHER, WE CONDUCTED ORGANIZATIONAL ASSESSMENTS TO ESTABLISH BASELINE UNDERSTANDING, HELD SIX LISTENING SESSIONS WITH DIVERSE NON- MAJORITY GROUPS, AND INTRODUCED CONCEPTS LIKE THE FOUR LEVELS OF LISTENING TO HELP ORGANIZATIONS SHIFT THEIR APPROACH. THESE EFFORTS HAVE SURFACED KEY THEMES AND EVIDENCE THAT WILL INFORM ACTIONABLE RECOMMENDATIONS. FUTURE WORK WILL FOCUS ON CO-DEVELOPING STRATEGIES WITH COMMUNITY PARTNERS AND IMPLEMENTING A CYCLICAL, EXPERIMENTAL PROCESS TO TEST AND REFINE APPROACHES FOR IMPROVING OUTCOMES MORE QUICKLY. HOUSING: RECOGNIZING HOUSING AS FOUNDATION TO HEALTH, MUNSON HAS MADE SIGNIFICANT INVESTMENTS TO EXPAND EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND RELATED SERVICES. THIS INCLUDES A TWO-YEAR COMMITMENT OF 75,000 ANNUALLY TO GOODWILL NORTHERN MICHIGAN, A LEADER IN ADDRESSING EMERGENCY SHELTER NEEDS AND ENDING CHRONIC HOMELESSNESS. ADDITIONAL LOCAL INVESTMENTS TARGET COMMUNITIES WITH THE HIGHEST DENSITY OF UNHOUSED INDIVIDUALS, INCLUDING A 50,000 ANNUAL COMMITMENT FOR TWO YEARS TO SAFE HARBOR TO SUPPORT ITS TRANSITION TO YEAR- ROUND OPERATIONS AND EXPAND WRAPAROUND SERVICES. MUNSON ALSO PARTNERS WITH THE CHIR COMMUNITY CONNECTIONS PROGRAM, WHICH LINKS PATIENTS TO ESSENTIAL RESOURCES SUCH AS HOUSING, FOOD, TRANSPORTATION, AND HEALTHCARE THROUGH ONE-ON-ONE SUPPORT. IN 2025, MORE THAN 2,000 PATIENTS WERE REFERRED. MUNSON CONTRIBUTES 60,000 ANNUALLY WHILE MANAGING A 150,000 MICHIGAN HEALTH ENDOWMENT FUND GRANT TO SUSTAIN AND GROW THIS WORK. TO REACH INDIVIDUALS
SCHEDULE H, PART VI, LINE 6	PAUL OLIVER MEMORIAL HOSPITAL'S SOLE CORPORATE MEMBER IS MUNSON HEALTHCARE, A 501(C)(3) CORPORATION. THE MUNSON HEALTHCARE SYSTEM CONSISTS OF A MAJOR TERTIARY REFERRAL HOSPITAL, SEVERAL RURAL-BASED MEDICAL CENTERS, EXTENSIVE OUTPATIENT TREATMENT AND REHABILITATION FACILITIES, AND ANCILLARY EMERGENCY, TRANSPORTATION AND HOME-BASED MEDICAL SERVICES THAT COVER 24 COUNTIES IN MICHIGANS NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. THE MOST SIGNIFICANT OF THE MUNSON HEALTHCARE SUBSIDIARIES IS MUNSON MEDICAL CENTER (MMC). MMC IS ONE OF NINE NOT-FOR-PROFIT HOSPITALS WHICH ARE AFFILIATED WITH EACH OTHER AND SERVE AS THE ONLY HOSPITALS IN THEIR COMMUNITIES. EACH OF THE AFFILIATED HOSPITALS HAS INDIVIDUAL COMMUNITY HEALTH INITIATIVES AND/OR PROMOTION ACTIVITIES, AS WELL AS SHARED INITIATIVES. THE OWNED HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM WHICH INCLUDE MUNSON MEDICAL CENTER, PAUL OLIVER MEMORIAL HOSPITAL, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE GRAYLING, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, MUNSON HEALTHCARE MANISTEE HOSPITAL AND MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL PROVIDED 120.7 MILLION OF COMMUNITY BENEFIT IN THE 2024 TAX YEAR. ADDITIONALLY, MMC WORKS IN COOPERATION WITH OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM TO PROVIDE A FULL RANGE OF HEALTH SERVICES TO THE COMMUNITIES IN ITS SERVICE AREA. THE HOME HEALTH DIVISION OF MUNSON HEALTHCARE PROVIDES HOME NURSE AND AIDE SERVICES IN ADDITION TO DURABLE MEDICAL EQUIPMENT AND A PALLIATIVE CARE AND HOSPICE PROGRAM ON THE MUNSON CAMPUS. COMMUNITY BENEFIT, IN THE FORM OF CHARITY CARE AND UNREIMBURSED MEDICAID ARE PROVIDED THROUGH THIS DIVISION EACH YEAR. MUNSON MEDICAL GROUP, THE EMPLOYED PHYSICIAN ORGANIZATION IN THE SYSTEM, PROVIDED 4.1 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN TAX YEAR 2024. MMC PERFORMS THE NEEDS ASSESSMENTS FOR MUNSON HEALTHCARE. UTILIZING THIS NEEDS ASSESSMENT, MUNSON HEALTHCARE COORDINATES COMMUNITY BENEFIT PROGRAMS THROUGH PLANNING, DEVELOPING, IMPLEMENTING, EVALUATING AND FUNDING PROGRAMS THAT ADDRESS COMMUNITY NEEDS. IN TOTAL, THE MUNSON HEALTHCARE SYSTEM PROVIDED 149.8 MILLION IN CHARITY CARE AND COMMUNITY BENEFITS, INCLUDING NUMEROUS UNCOMPENSATED COMMUNITY HEALTH IMPROVEMENT SERVICES AND PROGRAMS, OUTREACH PROGRAMS, BAD DEBT, AND UNREIMBURSED MEDICARE AND MEDICAID SERVICES TO NORTHERN MICHIGAN.
SCHEDULE H, PART VI, LINE 7	MICHIGAN

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
EDWIN A NESS
DIRECTOR	$1,017,265	$532,036	$1,119,694	$223,966	$29,910	$2,922,871	$1,086,251
LAURA GLENN
MHC SYSTEM COO	$627,293	$354,753	$47,351	$85,536	$26,230	$1,141,163	$23,351
PAUL KONOPACKI
CFO	$564,989	$142,802	$947	$69,237	$23,740	$801,715
DINO RECCHIA MD
DIRECTOR	$651,441	$38,148	$25,711	$17,285	$13,809	$746,394
ELLEN SMITH
PRESIDENT AMB SERVIC	$320,045		$218,529	$6,460	$3,210	$548,244	$122,177
PETER MARINOFF
FORMER PRESIDENT	$333,235	$76,481	$1,171	$51,002	$25,261	$487,150
KATHLEEN LARAIA
VP ONCOLOGY & PROF S	$295,038	$74,331	$8,553	$33,981	$25,540	$437,443
TAMARA PUTNEY
VP & CNO PATIENT CAR	$283,095	$97,916	$977	$31,489	$10,622	$424,099
BRIAN MCCOMB DO
PHYSICIAN	$287,738	$47,742	$728	$34,632	$28,383	$399,223		$18,821	$392	$1,857	$21,070
KELLY TOMASZEWSKI
PRESIDENT	$250,886	$63,105	$24,419	$42,033	$24,411	$404,854
VINCENT SCHULTZ MD
DIRECTOR	$311,935	$28,428	$15,524	$17,285	$28,298	$401,470
MARK KUIPER MD
PHYSICIAN								$292,104	$17,285	$25,528	$384,443	$26,000	$23,526
ROBERT RICHARDSON
FORMER VP FAC & SUP	$266,097	$53,244	$1,763	$29,477	$11,060	$361,641
DANIEL HADLEY MD
PHYSICIAN								$219,498	$10,750	$23,339	$253,837		$250
KRISTINE JOHNSON
LONG TERM CARE DIREC								$162,899	$18,371	$21,851	$241,027	$25,565	$12,341	$10,025
DARREN HODGES
PHYSICIAN SERVICES D	$173,606	$18,066	$302	$5,807	$23,446	$221,227
JEANETTE MCNINCH
PATIENT CARE COORDIN								$136,955	$6,848	$8,321	$157,195		$5,071
JENNIFER KUIPER MD
PHYSICIAN								$98,174	$7,091	$1,970	$150,429	$20,000	$23,194

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PAGE 1, PART I, LINE 1A	MUNSON HEALTHCARE MAINTAINS A SOCIAL MEMBERSHIP AT THE TRAVERSE CITY COUNTRY CLUB. A REQUIREMENT OF THE COUNTRY CLUB IS THAT A MEMBERSHIP BE IN AN INDIVIDUAL NAME AND NOT A CORPORATE NAME, SO EDWIN NESS IS LISTED AS THE INDIVIDUAL FOR THE MEMBERSHIP. MUNSON HEALTHCARE USES THE SOCIAL MEMBERSHIP TO CONDUCT OFF-SITE BUSINESS MEETINGS AND RETREATS.
SCHEDULE J, PAGE 1, PART I, LINE 3	THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. THE MUNSON HEALTHCARE CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE ALSO REVIEWS THE SURVEY INFORMATION TO EVALUATE THE REASONABLENESS OF EXECUTIVE COMPENSATION. THAT ANALYSIS OCCURS EACH NOVEMBER. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
SCHEDULE J, PAGE 1, PART I, LINE 4	EDWIN A. NESS 0 206,681 0 LAURA GLENN 0 68,251 0 PAUL KONOPACKI 0 57,121 0 ELLEN SMITH 94,157 0 0 PETER MARINOFF 0 33,991 0 KATHLEEN LARAIA 0 18,364 0 TAMARA PUTNEY 0 17,166 0 BRIAN MCCOMB, DO 0 19,097 0 KELLY TOMASZEWSKI 0 28,047 0 ROBERT RICHARDSON 0 16,610 0 KRISTINE JOHNSON 0 10,226 0
SCHEDULE J, PAGE 1, PART I, LINE 7	MUNSON HEALTHCARE EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON MEETING ORGANIZATIONAL GOALS, WHICH ARE SET IN ADVANCE AND APPROVED BY THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD. THE GOALS INCLUDE A COMBINATION OF FINANCIAL TARGETS, STRATEGIC TARGETS AND OPERATIONAL TARGETS INCLUDING QUALITY HEALTHCARE DELIVERY, DISEASE MANAGEMENT, PATIENT SATISFACTION, EMPLOYEE SAFETY, AND EMPLOYEE ENGAGEMENT. AT THE END OF EACH FISCAL YEAR, THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD IS CHARGED WITH REVIEWING AND APPROVING EXECUTIVE BONUSES BASED ON PROGRESS TOWARD MEETING ORGANIZATIONAL GOALS.
SCHEDULE J, PART III	PART I, LINE 4A EXECUTIVE SEVERANCE PLAN: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, A COMPETITIVE BENEFIT PACKAGE IS OFFERED TO THE PRESIDENT AND VICE-PRESIDENTS, WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR THE PRESIDENT AND VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS, WHICH PROVIDES FOR THE PRESIDENT UP TO TWO YEARS OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS AND FOR VICE-PRESIDENTS, UP TO ONE-YEAR OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS. THE PLAN PROVIDES FOR A 50% OFFSET FOR SUBSEQUENT EMPLOYMENT DURING THE SEVERANCE PERIOD. MEDICAL BENEFITS ARE PROVIDED DURING THE SEVERANCE PERIOD. PART I, LINE 4B SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 62. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. VICE-PRESIDENTS ARE ELIGIBLE TO PARTICIPATE IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION, FUNDED ANNUALLY, AT THE SOLE DISCRETION OF MUNSON. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2024, THE TAXABLE AMOUNT WAS 1,086,251. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2024 COMPENSATION IN COLUMN B(III) OF SCHEULE J. OF THE AMOUNT REPORTED IN THE CURRENT FORM 990 SCHEDULE J, SERP PLAN CONTRIBUTIONS IN THE AMOUNT OF 1,086,251 WERE PREVIOUSLY REPORTED AS BENEFITS IN PRIOR YEAR FORMS 990.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6	PAUL OLIVER MEMORIAL HOSPITAL IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 7A	MUNSON HEALTHCARE, AS THE SOLE MEMBER, ELECTS THE TRUSTEES FOR ALL SUBSIDIARY ENTITIES, INCLUDING PAUL OLIVER MEMORIAL HOSPITAL. THE BOARD OF TRUSTEES OF PAUL OLIVER MEMORIAL HSOPITAL CONSISTS OF THOSE INDIVIDUALS THAT ARE ELECTED OR APPOINTED TO SERVE AS THE DIRECTORS OF MUNSON HEALTHCARE. NOMINATIONS TO MUNSON HEALTHCARE ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 7B	CERTAIN DECISIONS OF THE PAUL OLIVER MEMORIAL HOSPITAL DIRECTORS ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF PAUL OLIVER MEMORIAL HOSPITAL; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; CHANGE IN SCOPE OF SERVICES OR PROGRAMS PROVIDED BY PAUL OLIVER MEMORIAL HOSPITAL; AND APPOINTMENT OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 11B	THE PAUL OLIVER MEMORIAL HOSPITAL BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. PAUL OLIVER MEMORIAL HOSPITAL BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN.
FORM 990, PAGE 6, PART VI, LINE 12C	THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE. WHEN AN ACTION ITEM IS CONSIDERED BY A BOARD WHICH INVOLVES A POTENTIAL CONFLICT BY A BOARD MEMBER, THE CONFLICT IS DISCLOSED AND A BOARD MEMBER WILL ABSTAIN FROM A VOTE ON THE ACTION ITEM, AND, IN ADDITION, THE BOARD CHAIR HAS THE DISCRETION/AUTHORITY TO REQUEST THAT THE CONFLICTED BOARD MEMBER BE EXCUSED FROM THE MEETING FOR AN OPPORTUNITY FOR THE BOARD TO DISCUSS THE MATTER WITHOUT THE PRESENCE OF THE CONFLICTED BOARD MEMBER.
FORM 990, PAGE 6, PART VI, LINE 15A	COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED THROUGH THE FOLLOWING ANNUAL PROCESS: FIRST, AN INDEPENDENT FIRM IS ENGAGED TO PROVIDE COMPARABILITY DATA. THEN, THAT DATA IS REVIEWED BY TWO MUNSON HEALTHCARE COMMITTEES, EACH OF WHICH ARE COMPRISED OF INDIVIDUALS WHO ARE NOT EMPLOYEES OR OTHERWISE INSIDERS (DEFINED AS BOARD MEMBERS, PHYSICIANS & EXECUTIVES) OF THE ORGANIZATION. FIRST, THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE EVALUATES THE DATA AND DETERMINES A RECOMMENDED COMPENSATION MODEL BASED ON THE COMPARABILITY DATA. NEXT, THE BOARD CONFLICT, VALUATION AND COMPLIANCE COMMITTEE REVIEWS THE RECOMMENDATIONS AS COMPARED TO THE COMPARABILITY DATA. THIS COMMITTEE'S ROLE IS TO DETERMINE WHETHER THE PROPOSED COMPENSATION IS CONSISTENT WITH FAIR MARKET VALUE. IF PHYSICIANS ARE INCLUDED IN THE DEFINITION OF KEY EMPLOYEE, THE BOARD CONFLICT, VALUATION, AND COMPLIANCE COMMITTEE REVIEWS ALL FINANCIAL RELATIONSHIPS WITH PHYSICIANS AND COMPARES THE PROPOSED FINANCIAL ARRANGEMENT WITH COMPARABILITY DATA PRODUCED BY AN OUTSIDE, INDEPENDENT FIRM. PHYSICIAN COMPENSATION DOES NOT GO TO THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMPARABILITY DATA AS WELL AS THE MINUTES OF EACH OF THESE COMMITTEE MEETINGS ARE MAINTAINED FOR FUTURE REFERENCE. THE MHC BOARD APPROVES THE MHC CEO'S COMPENSATION. THE MHC BOARD HAS DELEGATED TO THE CVC COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE COMPENSATION ARRANGEMENTS WITH INSIDERS.
FORM 990, PAGE 6, PART VI, LINE 15B	COMPENSATION OF OTHER OFFICERS IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES OF PAUL OLIVER MEMORIAL HOSPITAL AND MUNSON HEALTHCARE.
FORM 990, PAGE 6, PART VI, LINE 19	THE PAUL OLIVER MEMORIAL HOSPITAL ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. PAUL OLIVER MEMORIAL HOSPITAL DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9	EQUITY TRANSFER TO PARENT -13,500,000

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt	Controlled OrganizationControlledOrganizationInd
MUNSON DIALYSIS CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	383097861	DIALYSIS	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	Yes (true)
MUNSON HEALTHCARE
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382640544	PARENT	MI	C3	12B	NA		false
MUNSON HEALTHCARE CADILLAC
1105 SIXTH ST	TRAVERSE CITY	MI	49684	471156297	HOSPITAL	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	Yes (true)
MUNSON HEALTHCARE GRAYLING
1105 SIXTH ST	TRAVERSE CITY	MI	49684	471161992	HOSPITAL	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	Yes (true)
MUNSON HEALTHCARE FOUNDATIONS
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382642724	RAISE FUND	MI	C3	7	MUNSON HC	MUNSON HEALTHCARE	Yes (true)
MUNSON HOME CARE
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382191390	HOME HEALT	MI	C3	10	MUN HOME H	MUNSON HOME HEALTH	Yes (true)
MUNSON HOME SERVICES
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382543463	HOME HEALT	MI	C3	10	MUN HOME H	MUNSON HOME HEALTH	Yes (true)
MUNSON MEDICAL CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381362830	HOSPITAL	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	Yes (true)
MUNSON MEDICAL GROUP
1105 SIXTH ST	TRAVERSE CITY	MI	49684	273600575	HEALTHCARE	MI	C3	10	MUNSON MED	MUNSON MEDICAL CENTER	Yes (true)
NORTH FLIGHT INC
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382657917	MED TRANSP	MI	C3	12B	MUNSON HC	MUNSON HEALTHCARE	Yes (true)
MUNSON HEALTHCARE CHARLEVOIX HOSPIT
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381459366	HOSPITAL	MI	C3	3	MUNSON HC		Yes (true)
MUNSON HEALTHCARE MANISTEE HOSPITAL
1465 E PARKDALE AVE	MANISTEE	MI	496609709	380350304	HOSPITAL	MI	C3	3	MUNSON HC		Yes (true)
MUNSON HEALTHCARE OTSEGO MEMORIAL H
825 N CENTER AVE	GAYLORD	MI	497351592	381303843	HOSPITAL	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHERN MICHIGAN SUPPLY ALLIANCE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2651 AERO PARK DR	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49686	ZIPCd

Field	Value	IRS element (for citing)
EIN	383453378	EIN
Primary Activities	PURCHASING	PrimaryActivitiesTxt
Legal Domicile State	MI	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Disproportionate Allocations	false	DisproportionateAllocationsInd
General Or Managing Partner	false	GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
MEDICAL OFFICE BUILDING CONDOMINIUM
ASSOCIATION	PO BOX 1188	TRAVERSE CITY	MI	496851188	383567278	REAL ESTAT	MI	N/A	Yes (true)
MEDICAL OFFICE CONDOMINIUM
ASSOCIATION	PO BOX 1188	TRAVERSE CITY	MI	496851188	201902620	REAL ESTAT	MI	N/A	Yes (true)
MUNSON SERVICES INC
	PO BOX 1188	TRAVERSE CITY	MI	496851188	383144382	PHARMACY	MI	N/A	Yes (true)
SIXTH STREET DRUGS INC
	PO BOX 1188	TRAVERSE CITY	MI	496851188	382298290	PHARMACY	MI	N/A	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (22 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MUNSON DIALYSIS CENTER
A	$91,800	LEASE CONTRACT AMOUNT
MUNSON HEALTHCARE
B	$13,500,000	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
M	$3,754,562	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
O	$366,913	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
P	$2,667,278	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
Q	$52,470	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE FOUNDATIONS
C	$787,742	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE GRAYLING
P	$646,131	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
M	$354,477	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
O	$8,542,127	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
P	$2,106,113	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
Q	$425,854	ACTUAL AMOUNT PAID
MUNSON SERVICES INC
A	$7,648	LEASE CONTRACT AMOUNT
MUNSON SERVICES INC
P	$53,235	ACTUAL AMOUNT PAID
MUNSON SERVICES INC
Q	$225,165	ACTUAL AMOUNT PAID
NORTHERN MICHIGAN SUPPLY ALLIANCE
M	$158,917	ACTUAL AMOUNT PAID
NORTHERN MICHIGAN SUPPLY ALLIANCE
P	$311,503	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE MANISTEE HOSPITAL
Q	$257,694	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE MANISTEE HOSPITAL
P	$235,064	ACTUAL AMOUNT PAID
MUNSON MEDICAL GROUP
P	$84,772	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE CADILLAC
O	$80,923	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE CADILLAC
Q	$116,498	ACTUAL AMOUNT PAID

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R	FormAndLineReferenceDesc
Explanation	PAUL OLIVER MEMORIAL HOSPITAL USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES. ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED, SUMMARIZED, AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS.	ExplanationTxt