MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (EIN 38-1303843)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-14
IRS object ID: 202411359349301536
Schema version: 2022v5.0
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 N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-14T08:42:35-04:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	381303843	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MUNSON HEALTHCARE OTSEGO MEMORIAL	BusinessNameLine1Txt
Business Name Line2	HOSPITAL	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MUNS	BusinessNameControlTxt
Phone	9877312100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	825 N CENTER AVE	AddressLine1Txt
City	GAYLORD	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49735	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL KONOPACKI	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9877312100	PhoneNum
Signature	2024-05-10	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PAUL	PersonFirstNm
Person Last	KONOPACKI	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CHRISTOPHER SQUIRE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	825 N CENTER	AddressLine1Txt
City	GAYLORD	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49735	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$116,253,335	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	1946	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE EXCEPTIONAL HEALTHCARE THAT MEETS THE NEEDS OF OUR PATIENTS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	20	VotingMembersIndependentCnt
Total Employee	874	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$6,140,044	PYContributionsGrantsAmt
CY Contributions Grants	$725,899	CYContributionsGrantsAmt
PY Program Service Revenue	$115,992,369	PYProgramServiceRevenueAmt
CY Program Service Revenue	$114,732,267	CYProgramServiceRevenueAmt
PY Investment Income	$1,753,074	PYInvestmentIncomeAmt
CY Investment Income	$72,912	CYInvestmentIncomeAmt
PY Other Revenue	$556,934	PYOtherRevenueAmt
CY Other Revenue	$596,574	CYOtherRevenueAmt
PY Total Revenue	$124,442,421	PYTotalRevenueAmt
CY Total Revenue	$116,127,652	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$59,952,072	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$53,848,568	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$120,091	CYTotalFundraisingExpenseAmt
PY Other Expenses	$56,714,683	PYOtherExpensesAmt
CY Other Expenses	$63,603,301	CYOtherExpensesAmt
PY Total Expenses	$116,666,755	PYTotalExpensesAmt
CY Total Expenses	$117,451,869	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,775,666	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,324,217	CYRevenuesLessExpensesAmt
Total Assets BOY	$101,925,172	TotalAssetsBOYAmt
Total Assets EOY	$54,710,301	TotalAssetsEOYAmt
Total Liabilities BOY	$29,562,015	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,508,836	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$72,363,157	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$43,201,465	NetAssetsOrFundBalancesEOYAmt
Mission	MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$100,897,802	ExpenseAmt
Revenue	$115,004,452	RevenueAmt
Desc	EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF GAYLORD, MICHIGAN AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL HAD 1,448 INPATIENT ADMISSIONS IN FISCAL YEAR 2023 AND OVER 112,700 OUTPATIENT VISITS. THE HOSPITAL SERVED MORE THAN 3,300 SURGICAL CASES, 327 OBSTETRICAL BIRTHS, AND OVER 19,400 EMERGENCY ROOM VISITS. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ACCEPTS ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL HAS APPROXIMATELY 118 ACTIVE MEDICAL STAFF AND 20 VOLUNTEERS.	Desc
Total Program Service Expenses	$100,897,802	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	false	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	Yes (true)	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	38	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	874	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	20	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	2319357792	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 (40 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	OfficerOfficerInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
EDWIN A NESS
DIRECTOR	1.00	40.00	Yes (X)	$0	$2,074,924	$229,071
JAMES SHURLOW DO
SURGEON	40.00			$890,511	$0	$38,152	Yes (X)
LAURA GLENN
PRESIDENT AM	2.00	40.00		$0	$692,839	$103,817		Yes (X)
JOHN MOFFAT MD
SURGEON	40.00			$710,048	$0	$41,362	Yes (X)
CHANGXIN LI MD
PHYSICIAN	40.00			$657,957	$0	$34,159	Yes (X)
JANELLE HENDRIAN DO
ANESTHESIOLO	40.00			$621,704	$0	$42,041	Yes (X)
STACEY SENSOR DO
PHYSICIAN	40.00			$573,126	$0	$42,103	Yes (X)
ALICIA MAITLAND
CFO PART-YR	2.00	40.00	Yes (X)	$0	$435,628	$27,634			Yes (X)
CASEY KANDOW
VP ANCILLARY	2.00	40.00		$0	$428,900	$27,931		Yes (X)
CHRISTOPHER SQUIRE
PRESIDENT	2.00	40.00	Yes (X)	$0	$373,647	$67,970			Yes (X)
ELLEN SMITH
COO, PHYSICI	2.00	40.00		$0	$380,194	$57,688		Yes (X)
TONYA SMITH
DIRECTOR	1.00	40.00	Yes (X)	$0	$412,863	$22,637
KATHLEEN MALY
INTERIM CFO	2.00	40.00	Yes (X)	$0	$288,390	$32,174			Yes (X)
JAMES FLICKEMA
VP PAT CARE				$249,739	$0	$12,282				Yes (X)
KATHLEEN LARAIA
VP ONCOLOGY	2.00	40.00		$0	$218,881	$32,198		Yes (X)
DAWN HALLECK
VP PATIENT C	40.00			$194,129	$0	$42,002		Yes (X)
THEODORE BATZER
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
KENNETH BLOEM
VICE CHAIR		2.00	Yes (X)	$0	$5,000	$0			Yes (X)
NICK CEGLAREK
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
ALAN CONRAD
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
CASEY COWELL
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
TOM VERYSER DDS
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
KATHY DIXON
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
MARLENE HULTEEN
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
DOUG LUCIANI
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
DAVID MCCURDY
DIRECTOR		3.00	Yes (X)	$0	$5,000	$0
RUTH HOPPE MD
SECRETARY		3.00	Yes (X)	$0	$5,000	$0			Yes (X)
KIM MORLEY
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
TIM NELSON
TREASURER		3.00	Yes (X)	$0	$5,000	$0			Yes (X)
BRIAN POSTMA
DIRECTOR		2.00	Yes (X)	$0	$5,000	$0
OWEN ROBERTS
DIRECTOR		2.00	Yes (X)	$0	$5,000	$0
MICHELLE RUSSELL
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
MARY SANDERS
DIRECTOR		2.00	Yes (X)	$0	$5,000	$0
KRISTINE THOMAS
DIRECTOR		2.00	Yes (X)	$0	$5,000	$0
ELAINE WOOD
CHAIR		3.00	Yes (X)	$0	$5,000	$0			Yes (X)
BRUCE ZENNER
DIRECTOR		1.00	Yes (X)	$0	$5,000	$0
MATT BULLOCH
DIRECTOR		1.00	Yes (X)	$0	$0	$0
DAVE MENGEBIER
DIRECTOR		2.00	Yes (X)	$0	$0	$0
BEN MULADORE
DIRECTOR		1.00	Yes (X)	$0	$0	$0
SAKURA TAKANO
DIRECTOR		1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,897,214	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$5,406,266	TotReportableCompRltdOrgAmt
Total Other Compensation	$853,221	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	88	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 (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
HALLMARK HEALTHCARE SOLUTIONS
PO BOX 22937	NEW YORK	NY	100872938	STAFFING	$1,994,065
NORTHWESTERN MI EMERGENCY PHYS
4624 N SPIDER LAKE ROAD	TRAVERSE CITY	MI	49696	MEDICAL	$1,925,712
SOUND PHYSICIANS
PO BOX 742936	LOS ANGELES	CA	900742936	MEDICAL	$925,899
MARY FREE BED REHABILITATION HOSP
235 WEALTHY ST SE	GRAND RAPIDS	MI	49503	REHABILITATION	$912,469
AMERICAN HEALTHCARE STAFFING ASSOC
PO BOX 670529	DALLAS	TX	752670529	STAFFING	$850,725

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	17	CntrctRcvdGreaterThan100KCnt
Related Organizations	$657,993	RelatedOrganizationsAmt
Government Grants	$67,906	GovernmentGrantsAmt
Total Contributions	$725,899	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE	621990	$62,410,341	$62,410,341
MEDICARE/MEDICAID PAYMENTS	621990	$50,241,167	$50,241,167
340B PRESCRIPTION REVENUE	621990	$1,125,797	$1,125,797
INCENTIVE PAYMENT	621990	$930,782	$930,782
RENT FROM RELATED ORGS	531120	$22,476	$22,476

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,704	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,704	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$114,732,267	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,537	TotalRevenueColumnAmt
Exclusion	$31,537	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$81,944	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$12,462	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$69,482	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$69,482	TotalRevenueColumnAmt
Exclusion	$69,482	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$154,596	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$113,221	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$41,375	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,375	TotalRevenueColumnAmt
Related Or Exempt Func Income	$41,375	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CAFETERIA REVENUE	722210	$296,282	$296,282
MISCELLANEOUS	621990	$230,810		$230,810

Field	Value	IRS element (for citing)
Other Revenue Total	$527,092	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,127,652	TotalRevenueColumnAmt
Related Or Exempt Func Income	$115,004,452	RelatedOrExemptFuncIncomeAmt
Exclusion	$397,301	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$250,967	TotalAmt
Program Services	$244,967	ProgramServicesAmt
Management And General	$6,000	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$43,334,469	TotalAmt
Program Services	$42,981,043	ProgramServicesAmt
Management And General	$353,426	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,096,454	TotalAmt
Program Services	$2,078,990	ProgramServicesAmt
Management And General	$17,464	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,482,313	TotalAmt
Program Services	$5,436,870	ProgramServicesAmt
Management And General	$45,443	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,684,365	TotalAmt
Program Services	$2,662,207	ProgramServicesAmt
Management And General	$22,158	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$35,119	TotalAmt
Management And General	$35,119	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,143	TotalAmt
Management And General	$5,143	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,706,091	TotalAmt
Program Services	$11,525,712	ProgramServicesAmt
Management And General	$180,379	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,079	TotalAmt
Program Services	$1,079	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$573,402	TotalAmt
Program Services	$562,252	ProgramServicesAmt
Management And General	$11,150	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,373,671	TotalAmt
Program Services	$1,365,540	ProgramServicesAmt
Management And General	$8,131	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,230,642	TotalAmt
Program Services	$1,230,642	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$144,526	TotalAmt
Program Services	$142,901	ProgramServicesAmt
Management And General	$1,625	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$186,778	TotalAmt
Program Services	$185,118	ProgramServicesAmt
Management And General	$1,660	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$731,284	TotalAmt
Program Services	$628,214	ProgramServicesAmt
Management And General	$103,070	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,784,228	TotalAmt
Program Services	$3,250,866	ProgramServicesAmt
Management And General	$533,362	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$599,532	TotalAmt
Program Services	$385,913	ProgramServicesAmt
Management And General	$213,619	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$20,480,532	$20,480,532
SHARED SERVICES	$16,972,546	$1,990,217	$14,862,238	$120,091
BAD DEBT	$4,196,105	$4,196,105
QAAP TAXES	$1,040,051	$1,040,051

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$542,572	TotalAmt
Program Services	$508,583	ProgramServicesAmt
Management And General	$33,989	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$117,451,869	TotalAmt
Program Services	$100,897,802	ProgramServicesAmt
Management And General	$16,433,976	ManagementAndGeneralAmt
Fundraising	$120,091	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,765	BOYAmt
EOY	$8,765	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$13,241,444	BOYAmt
EOY	$736,005	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14,285,012	BOYAmt
EOY	$12,179,230	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,591,425	BOYAmt
EOY	$2,028,703	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$720,664	BOYAmt
EOY	$362,295	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$48,064,406	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,493,834	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$40,022,145	BOYAmt
EOY	$38,570,572	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$28,480,624	BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,574,280	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$813	BOYAmt
EOY	$824,731	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$101,925,172	BOYAmt
EOY	$54,710,301	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,994,073	BOYAmt
EOY	$6,299,249	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,665,418	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,902,524	BOYAmt
EOY	$5,209,587	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$29,562,015	BOYAmt
EOY	$11,508,836	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	$70,694,844	BOYAmt
EOY	$43,201,465	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,668,313	BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$72,363,157	BOYAmt
EOY	$43,201,465	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$101,925,172	BOYAmt
EOY	$54,710,301	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,324,217	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$27,837,475	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	$5,143	OtherActivitiesAmt
Total Lobbying Expenditures	$5,143	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 THE AMERICAN HOSPITAL ASSOCIATION AND THE MICHIGAN SOCIETY OF HEMATOLOGY AND ONCOLOGY.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,935,760	OtherCostOrOtherBasisAmt
Book Value	$1,935,760	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,697,239	OtherCostOrOtherBasisAmt
Depreciation	$5,131,345	DepreciationAmt
Book Value	$25,565,894	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,223,111	OtherCostOrOtherBasisAmt
Depreciation	$539,944	DepreciationAmt
Book Value	$683,167	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,611,322	OtherCostOrOtherBasisAmt
Depreciation	$3,572,900	DepreciationAmt
Book Value	$9,038,422	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,596,974	OtherCostOrOtherBasisAmt
Depreciation	$249,645	DepreciationAmt
Book Value	$1,347,329	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$38,570,572	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
RESERVE FOR THIRD PARTY SETTLEMENTS	$4,941,875
ESTIMATED THIRD PARTY SETTLEMENTS	$213,002
CAPITAL LEASE	$54,710

Field	Value	IRS element (for citing)
Total Liability	$5,209,587	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	$756,470	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$756,470	NetCommunityBenefitExpnsAmt
Total Expense	0.00670	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$19,945,438	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$15,759,590	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,185,848	NetCommunityBenefitExpnsAmt
Total Expense	0.03700	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$20,701,908	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$15,759,590	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,942,318	NetCommunityBenefitExpnsAmt
Total Expense	0.04370	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$50,678	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$50,678	NetCommunityBenefitExpnsAmt
Total Expense	0.00040	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$63,651	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$63,651	NetCommunityBenefitExpnsAmt
Total Expense	0.00060	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$16,281,785	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$14,825,464	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,456,321	NetCommunityBenefitExpnsAmt
Total Expense	0.01290	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$84	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$84	NetCommunityBenefitExpnsAmt

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$16,396,198	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$14,825,464	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,570,734	NetCommunityBenefitExpnsAmt
Total Expense	0.01390	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$37,098,106	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$30,585,054	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,513,052	NetCommunityBenefitExpnsAmt
Total Expense	0.05760	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$4,196,105	BadDebtExpenseAmt
Bad Debt Expense Attributable	$1,575,649	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$14,852,785	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$14,984,953	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$132,168	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	MUNSON HEALTHCARE OTSEGO MEMORIAL H	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	825 N CENTER AVE	AddressLine1Txt
City	GAYLORD	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49735	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.MYOMH.ORG	WebsiteAddressTxt
State License	1060000063	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	LONG TERM CARE FACILITY	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	MUNSON HEALTHCARE OTSEGO MEMORIAL H	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	21	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	22	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, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 3E	THE SIGNIFICANT PRIORITIZED HEALTH NEEDS OF THE COMMUNITY ARE IDENTIFIED IN THE CHNA UNDER THE KEY FINDINGS HEADING. IN THE NORTHEAST REGION, THE FOLLOWING SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED IN ORDER OF PRIORITY: SUBSTANCE USE, MENTAL HEALTH, ACCESS TO HEALTH CARE, AND CHRONIC DISEASE. THESE THEMES WERE PRIORITIZED THROUGH A PRIORITIZATION MATRIX, FOR WHICH MITHRIVE DESIGN TEAM MEMBERS SORTED THE DATA RECEIVED FOR THE THREE REGIONS INTO PRIMARY AND SECONDARY DATA. THEY CLUSTERED DATA POINTS BASED ON TOPIC, THEME AND INTERCONNECTEDNESS. THE THEMES WHICH COULD BE FOUND IN THE HIGH SECONDARY DATA/ HIGH PRIMARY DATA QUADRANT WERE A COMBINATION OF THE ABOVE TOPICS BASED ON REGION.
FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 5	WE ARE FOLLOWING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP FRAMEWORK TO GUIDE OUR PROCESS WHICH INCLUDES FOUR ASSESSMENTS TO GATHER INPUT. 1.COMMUNITY THEMES AND STRENGTHS ASSESSMENT: THIS ASSESSMENT PROVIDES A DEEP UNDERSTANDING OF THE ISSUES THAT RESIDENTS FEEL ARE SIGNIFICANT BY ANSWERING THE FOLLOWING QUESTIONS: WHAT IS IMPORTANT TO OUR COMMUNITY?; HOW IS QUALITY PERCEIVED IN OUR COMMUNITY?; WHAT ASSETS DO WE HAVE THAT CAN BE USED TO IMPROVE WELLBEING? IT CONSISTED OF THREE SURVEYS: COMMUNITY SURVEY, HEALTHCARE PROVIDER SURVEY, AND PULSE SURVEY. RESULTS FROM EACH WERE ANALYZED BY COUNTY, HOSPITAL SERVICE AREA, AND THE THREE MITHRIVE REGIONS. 2.COMMUNITY HEALTH STATUS ASSESSMENT: THE COMMUNITY HEALTH STATUS ASSESSMENT IDENTIFIES PRIORITY COMMUNITY HEALTH AND QUALITY OF LIFE ISSUES. IT ANSWERS THE QUESTIONS, HOW HEALTHY ARE OUR RESIDENTS? AND WHAT DOES THE HEALTH STATUS OF OUR COMMUNITY LOOK LIKE? ITS PURPOSE IS TO COLLECT QUANTITATIVE SECONDARY DATA ABOUT THE HEALTH AND WELL-BEING OF RESIDENTS AND COMMUNITIES. WE COLLECTED APPROXIMATELY 100 STATISTICS, BY COUNTY, FOR THE 31-COUNTY REGION FROM RELIABLE SOURCES SUCH AS THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE US CENSUS BUREAU. 3.COMMUNITY SYSTEM ASSESSMENT: THE COMMUNITY SYSTEM ASSESSMENT FOCUSES ON ORGANIZATIONS THAT CONTRIBUTE TO WELL-BEING. IT ANSWERS THE QUESTIONS, WHAT ARE THE COMPONENTS, ACTIVITIES, COMPETENCIES, AND CAPACITIES IN THE REGIONAL SYSTEM? AND HOW ARE SERVICES BEING PROVIDED TO OUR RESIDENTS? FIRST, COMMUNITY-WIDE VIRTUAL MEETINGS WERE CONVENED IN THE NORTHWEST, NORTHEAST, AND NORTH CENTRAL MITHRIVE REGIONS WHERE PARTICIPANTS DISCUSSED VARIOUS ATTRIBUTES OF THE COMMUNITY SYSTEM. THESE WERE FOLLOWED BY RELATED DISCUSSIONS AT LOCAL COMMUNITY COLLABORATIVE MEETINGS. 4.FORCES OF CHANGE ASSESSMENT: THE FORCES OF CHANGE ASSESSMENT IDENTIFIES FORCES SUCH AS LEGISLATION, TECHNOLOGY, AND OTHER FACTORS THAT AFFECT THE COMMUNITY CONTEXT. IT ANSWERS THE QUESTIONS, WHAT IS OCCURRING OR MIGHT OCCUR THAT AFFECTS THE HEALTH OF OUR COMMUNITY OR THE LOCAL SYSTEM? AND WHAT SPECIFIC THREATS OR OPPORTUNITIES ARE GENERATED BY THESE OCCURRENCES? LIKE THE COMMUNITY SYSTEM ASSESSMENT, THE FORCES OF CHANGE ASSESSMENT WAS COMPOSED OF COMMUNITY MEETINGS CONVENED VIRTUALLY IN THE NORTHWEST, NORTHEAST, AND NORTH CENTRAL REGIONS. AS ONE OF THE FIRST STEPS OF ACHIEVING HEALTH EQUITY IS TO UNDERSTAND CURRENT HEALTH DISPARITIES, WE INVITED DIVERSE COMMUNITY PARTNERS TO JOIN THE MITHRIVE STEERING COMMITTEE, DESIGN TEAM, AND WORKGROUPS, AND WE GATHERED PRIMARY AND SECONDARY DATA FROM MEDICALLY UNDERSERVED, MINORITY, AND LOW-INCOME POPULATIONS IN EACH OF THE FOUR MITHRIVE ASSESSMENTS, BY THE FOLLOWING METHODS: CROSS-TABULATING DEMOGRAPHIC INDICATORS SUCH AS AGE, RACE, AND SEX FOR THE COMMUNITY THEMES AND STRENGTHS ASSESSMENT ENGAGING RESIDENTS EXPERIENCING BARRIERS TO SOCIAL DETERMINANTS OF HEALTH AND ORGANIZATIONS THAT SERVE THEM IN THE COMMUNITY SYSTEM ASSESSMENT, COMMUNITY THEMES AND STRENGTHS ASSESSMENT, AND FORCES OF CHANGE ASSESSMENT REACHING OUT TO MEDICALLY UNDERSERVED AND LOW-INCOME POPULATIONS THROUGH PULSE SURVEYS ADMINISTERED BY ORGANIZATIONS THAT SERVE THEM INCREASING INCLUSION OF PEOPLE WITH DISABILITIES IN THE COMMUNITY HEALTH NEEDS ASSESSMENT THROUGH PARTNERSHIP WITH THE DISABILITY NETWORK OF NORTHERN MICHIGAN SURVEYING PROVIDERS WHO CARE FOR PATIENTS/CLIENTS ENROLLED IN MEDICAID HEALTH PLANS RECRUITING 1) RESIDENTS EXPERIENCING BARRIERS TO SAFE, AFFORDABLE, AND ACCESSIBLE HOUSING; HEALTHY FOOD; TRANSPORTATION OPTIONS; AND OTHER SOCIAL DETERMINANTS OF HEALTH AND 2) REPRESENTATIVES FROM THE DIVERSE ORGANIZATIONS THAT SERVE THEM TO MITHRIVE DATA WALKS AND PRIORITY-SETTING EVENTS
FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 6A	MITHRIVE WAS IMPLEMENTED ACROSS A 31-COUNTY REGION THROUGH A PARTNERSHIP OF HOSPITAL SYSTEMS, LOCAL HEALTH DEPARTMENTS, AND OTHER COMMUNITY PARTNERS. OUR AIM IS TO LEVERAGE RESOURCES AND REDUCE DUPLICATION WHILE STILL ADDRESSING UNIQUE LOCAL NEEDS FOR HIGH QUALITY, COMPARABLE, COUNTY-LEVEL DATA. THE 2021 MITHRIVE COMMUNITY HEALTH NEEDS ASSESSMENT UTILIZED THREE REGIONS: NORTHWEST, NORTHEAST, AND NORTH CENTRAL. ALL OF THE MUNSON HEALTHCARE HOSPITALS WORKED TOGETHER ON REGIONAL CHNA EFFORTS AS PART OF THE MITHRIVE REGIONAL CHNA INITIATIVE. THESE INCLUDE: MUNSON MEDICAL CENTER, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE GRAYLING, PAUL OLIVER MEMORIAL HOSPITAL, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL, MUNSON HEALTHCARE MANISTEE HOSPITAL, AND KALKASKA MEMORIAL HEALTH CENTER. IN ADDITION, HOSPITALS FORM THE MCLAREN AND SPECTRUM HEALTH SYSTEMS COLLABORATED ON THIS EFFORT.
FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 6B	IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTH DEPARTMENTS IN THE REGION SERVED PARTICIPATED, INCLUDING: GRAND TRAVERSE HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, BENZIE LEELANAU DISTRICT HEALTH DEPARTMENT, CENTRAL MICHIGAN DISTRICT HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 2, DISTRICT HEALTH DEPARTMENT 4. FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 7A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 10A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 11	WE IDENTIFIED STRATEGIC ISSUES AS PART OF THE MITHRIVE COLLABORATIVE. 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 SHOULD IMPACT MORE THAN ONE HEALTH CONDITION. THE TOP PRIORITY ISSUES TO BE ADDRESSED: MENTAL HEALTH AND SUBSTANCE USE DISORDERS SAFE, AFFORDABLE AND ACCESSIBLE HOUSING ACCESS TO HEALTHCARE CHRONIC DISEASE A COMPLETE LIST OF STRATEGIES PLANNED TO ADDRESS THE PRIORITIZED NEEDS MAY BE VIEWED WITHIN THE CHNA IMPLEMENTATION PLAN. GENERALLY, THE HOSPITAL 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: BROADBAND ACCESS COVID-19 ECONOMIC SECURITY EQUITY HEALTHY FOOD HEALTHY WEIGHT INFRASTRUCTURE FOR HEALTHY LIVES SAFETY AND WELL-BEING TRANSPORTATION MUNSON HEALTHCARE ACKNOWLEDGES THE WIDE RANGE OF ISSUES THAT EMERGED FROM THE CHNA PROCESS AND DETERMINED THAT WITH THE BROAD NATURE OF THE STRATEGIC ISSUES WE COULD EFFECTIVELY FOCUS ON ONLY THOSE ISSUES THAT WERE PRIORITIZED THE HIGHEST BY OUR COMMUNITY. HOWEVER, SOME OF THESE ISSUES INCLUDING EQUITYARE FOUNDATIONAL COMPONENTS OF ALL THE WORK OF THE ORGANIZATION AND WILL BE INDIRECTLY TARGETED THROUGH MANY OF THE STRATEGIES LISTED IN THIS PLAN.
FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - 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 SOLD DISCRETION OF MUNSON HEALTHCARE. FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 16A HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 16B HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 16C HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE
FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - 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, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 20E	MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL 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. MUNSON 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 MUNSON 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 HOSPITAL'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 MUNSON DOES THIS IS AS FOLLOWS: ALL STATEMENTS INCLUDE A STATEMENT REGARDING THE AVAILABILITY OF PAYMENT PLANS, FINANCIAL ASSISTANCE AND CHARITY CARE. MUNSON 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	5	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
MEDCARE CLINIC
1996 WALDEN DRIVE	GAYLORD	MI	49735	URGENT CARE
ORTHOPEDICS CLINIC
2147 PROFESSIONAL DRIVE	GAYLORD	MI	49735	ORTHOPEDICS AND REHABILITATION
MCREYNOLDS HALL
825 N CENTER AVENUE	GAYLORD	MI	49735	LONG-TERM CARE
CANCER & INFUSION CENTER
701 N OTSEGO AVENUE	GAYLORD	MI	49735	IV THERAPY
ELMIRA SPECIALTY CLINICS
2572 NORTH US 131	ELMIRA	MI	48651	OCCUPATIONAL HEALTH AND MEDICINE

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3C	UNDER IT'S ASSISTANCE PROGRAM MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (OTSEGO) WILL MAKE AVAILABLE A REASONABLE AMOUNT OF UNCOMPENSATED OR REDUCED PRICE SERVICES TO PERSONS ELIGIBLE UNDER APPLICABLE GUIDELINES. OTSEGO ASSISTANCE PROGRAM SERVICES ARE NOT LIMITED TO ANY SPECIFIC HOSPITAL SERVICE. INDIVIDUAL ELIGIBILITY FOR ASSISTANCE IS DETERMINED BY MEASURING FAMILY INCOME IN RELATION TO FAMILY SIZE AGAINST THE INCOME POVERTY GUIDELINE ESTABLISHED BY THE COMMUNITY SERVICE ADMINISTRATION. IF THE HOSPITAL DETERMINES THAT SERVICES ARE ELECTIVE OR OTHERWISE NOT MEDICALLY NECESSARY, THE HOSPITAL CAN DENY SERVICES UNDER THE FINANCIAL ASSISTANCE PROGRAM. ASSETS ARE NOT CONSIDERED AS PART OF EVALUATION FOR ASSISTANCE AS REQUIRED UNDER THE NATIONAL HEALTH SERVICE CORP. AGREEMENT FOR WHICH OTSEGO PARTICIPATES.
SCHEDULE H, PART I, LINE 7G	THE COSTS RELATED TO PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES TOTAL 114,382. 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 117,451,869. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS 4,196,105. THE NET EXPENSE OF 113,255,764 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 OR ACTUAL CASH PAID.
SCHEDULE H, PART II	MUNSON HEALTHCARE OTSEGO 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 HAS SHIFTED SIGNIFICANT RESOURCES TO THE DEVELOPMENT AND CONTINUATION OF REGION-WIDE COLLABORATIVES THAT ADDRESS ROOT CAUSES. CURRENT COMMUNITY BUILDING ACTIVITIES INCLUDE: THE NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (CHIR). THIS GROUP BRINGS TOGETHER CROSS-SECTOR PARTNERS, INCLUDING HEALTH DEPARTMENTS, BUSINESSES, RESIDENTS, AND HUMAN SERVICES TO ALIGN SYSTEMS AND PRIORITIES, DEVELOP A SHARED AGENDA, AND CO-LEAD STRATEGIES THAT TRANSFORM HEALTH AND WELLNESS IN NORTHERN MICHIGAN. THIS INTERDISCIPLINARY GROUP CONDUCTS A COLLABORATIVE, REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, WITH CONTINUED COORDINATION AS IMPLEMENTATION PLANS ARE DEVELOPED AND IMPLEMENTED. THIS WORK ENSURES STRATEGIES ADDRESS ROOT CAUSES, REDUCE DUPLICATION OF EFFORTS, AND IMPROVE IMPACT. TOGETHER, THIS GROUP ALSO DEVELOPED AND CONTINUES TO SUPPORT THE COMMUNITY CONNECTIONS MODEL WHERE CLIENTS ARE UNIVERSALLY SCREENED IN A HEALTHCARE SETTING AND CONNECTED TO COMMUNITY HEALTH WORKERS FOR SUPPORT WITH BASIC NEEDS. THE BEHAVIORAL HEALTH INSTITUTE (BHI) WAS FORMED IN RESPONSE TO THE BEHAVIORAL HEALTH CRISIS IN OUR REGION. THIS GROUP DEVELOPED A SHARED ROADMAP, INCLUDING TWELVE ACTION TEAMS, EACH OF WHICH MUNSON CONTRIBUTES TO. RECENT ACCOMPLISHMENTS INCLUDE: LAUNCH OF FIRST EVER BEHAVIORAL HEALTH INTERNSHIP WEBSITE WITH SEARCHABLE OPPORTUNITIES AND RESOURCES TO HELP STUDENTS RELOCATE TO RURAL, NORTHERN MICHIGAN. STIGMA REDUCTION EFFORTS, INCLUDING SURVEYS TO BETTER UNDERSTAND COMMUNITY PERCEPTIONS AROUND MENTAL ILLNESS AND SUBSTANCE USE DISORDER, VIDEO-BASED STORIES HIGHLIGHTING PEOPLE WITH LIVED EXPERIENCES, AND A YOUTH PHOTOVOICE PROJECT TO EDUCATE AUDIENCES AND ENCOURAGE FURTHER LEARNING. THE DEVELOPMENT OF A HEALTHY WORKPLACES = THRIVING EMPLOYEES TOOLKIT AND A LUNCH AND LEARN WEBINAR SERIES FOCUSED ON ACTIONABLE STRATEGIES TO HELP EMPLOYERS BETTER SUPPORT AND RETAIN THEIR BEHAVIORAL HEALTH PROVIDERS. DEVELOPMENT OF A COLLABORATIVE MODEL AND SUCCESSFUL GRANT APPLICATION TO FUND THE GRAND TRAVERSE CENTER FOR MENTAL WELLNESS CENTER, WHICH WILL PLAY AN IMPORTANT ROLE IN PEDIATRIC MENTAL HEALTH AND CRISIS STABILIZATION SERVICES. COMMUNITY HEALTH WORKER PILOT PROGRAMS IN MULTIPLE AREA SCHOOLS AND THE DEVELOPMENT OF A CHW NAVIGATOR TRAINING TO BETTER COORDINATE THE EXISTING, DISPARATE CHW SERVICES IN THE AREA. MUNSON HEALTHCARE ALSO LEADS THE REGION 2 AND 3 REGIONAL PERINATAL QUALITY COLLABORATIVE (RPQC). THE RPQC ADDRESSES ROOT CAUSES OF COMPLEX HEALTH ISSUES USING BOTH COMMUNITY AND CLINICAL APPROACHES BY BRINGING TOGETHER HEALTH CARE PROFESSIONALS, COMMUNITY PARTNERS, FAMILIES, FAITH-BASED ORGANIZATIONS, GREAT START COLLABORATIVES, HOME VISITING AGENCIES, AND OTHERS IN A UNIFIED, COLLABORATIVE EFFORT. THE GROUP CONVENES PERINATAL STAKEHOLDERS AND PARTNERS IN REGULAR MONTHLY MEETINGS TO ADDRESS THE REGIONS LARGEST CONCERNS WITH INDIVIDUALIZED ATTENTION. EFFORTS OF THIS GROUP AIM TO IMPROVE BIRTH OUTCOMES FOR BIRTHING PEOPLE, INFANTS AND FAMILIES THROUGH DATA-DRIVEN QUALITY IMPROVEMENT EFFORTS THAT ARE TAILORED TO THE STRENGTHS AND CHALLENGES OF THE REGION. FINALLY, THE MUNSON HEALTHCARE SYSTEM ACTIVELY ADVOCATES AT THE LOCAL, STATE, AND FEDERAL LEVEL ON ISSUES IMPACTING HEALTHCARE ACCESS IN RURAL AREAS. RECENT WORK INCLUDES SERVING IN BOTH A LEADERSHIP AND SUPPORTIVE ROLE IN PROJECTS TO INFLUENCE POLICIES THAT WOULD PROVIDE SUPPORT FOR TELEHEALTH SERVICES, BEHAVIORAL HEALTHCARE CRISIS SERVICES, WELLNESS PROGRAMMING AND EDUCATION, AFFORDABLE HOUSING, AND AIR AMBULANCE SERVICES.
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 TAKING 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 8	MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL CONSIDERS THE ENTIRE MEDICARE SHORTFALL TO BE A BENEFIT TO THE COMMUNITY. THAT AMOUNT IS 132,168. THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES.
SCHEDULE H, PART III, LINE 9B	ALL PATIENTS RECEIVING TREATMENT AT MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ARE RESPONSIBLE FOR PAYING IN FULL ALL CHARGES FOR SUCH TREATMENT, LESS ANY AMOUNTS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, DISCOUNT CONSIDERATIONS OR INSURANCE COVERAGE, PER POINT OF SERVICE COLLECTION POLICY. 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 SYSTEM PARTICIPATE IN A COMMUNITY NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY TO MEET THE REQUIREMENTS OF IRC SEC 501(R) IN ACCORDANCE WITH THE PLANS OF THE COMMUNITY HEALTH COMMITTEE OF THE BOARD. IN ADDITION, THE HOSPITAL IS A MEMBER OF THE MUNSON HEALTHCARE SYSTEM, WHICH WORKS TO UNDERSTAND THE NEEDS OF THE SERVICE AREA THROUGH VARIOUS SERVICE LINE AND DEPARTMENT-BASED ASSESSMENT AND BUSINESS PLANNING STRATEGIES. THE HOSPITAL ALSO REGULARLY SEEKS INFORMATION FROM AND PARTICIPATES IN THE COUNTY COLLABORATIVE, MITHRIVE WORKGROUPS, AND OTHER REGIONAL COLLABORATIVES TO MAINTAIN CURRENT UNDERSTANDING OF COMMUNITY HEALTH NEEDS. THE HOSPITAL MAINTAINS A COMMUNITY HEALTHCARE COUNCIL MADE UP OF LOCAL LEADERS AND AREA ORGANIZATIONS WHICH PROVIDE INPUT INTO EMERGING TRENDS AND ISSUES SPECIFIC TO THEIR COMMUNITIES. FINALLY, HEALTHCARE SYSTEM MAINTAINS A STANDING COMMUNITY AND POPULATION HEALTH COMMITTEE WHICH CONSISTS OF MUNSON HEALTHCARE BOARD MEMBERS FROM REGIONAL HOSPITALS AND OTHER INTERESTED AREA PHYSICIANS AND COMMUNITY MEMBERS. THE CHC MEETS AT LEAST QUARTERLY TO REVIEW EXISTING PROGRAMS AND SERVICES RELATED TO CURRENT COMMUNITY HEALTH NEEDS, CONSIDER THE MHC RESPONSE TO EMERGING HEALTH TRENDS, AND REVIEW NEW COMMUNITY HEALTH-BASED COLLABORATION 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.OMH PATIENT ACCESS SERVICES (PAS) EDUCATOR/COORDINATOR OR THE FINANCIAL ASSISTANCE SPECIALIST ATTEMPTS TO SEE THE PATIENTS IN ER OR IP. PAS STAFF HAS ALSO BEEN TRAINED TO HAND OUT ASSISTANCE PACKAGES AND TO DIRECT PATIENTS TO SEE THE FINANCIAL ASSISTANCE SPECIALIST/FINANCIAL ADVISOR. WHEN THE PATIENT COMES IN ON THE WORK LIST THEY ARE ALSO INFORMED OF ASSISTANCE PACKAGE AND/OR APPLICATION. THE FORM IS ON THE OMH WEBSITE. WHEN THERE IS A SCHEDULED PROCEDURE AND THE PATIENT DOES NOT HAVE INSURANCE, A CALL IS MADE FOR PAYMENT, FINANCIAL ASSISTANCE APPOINTMENT AND/OR CHARITY ARRANGEMENTS. PATIENTS IDENTIFIED WITHOUT INSURANCE OR NEEDING FINANCIAL EDUCATION, ARE SCHEDULED FOR AN APPOINTMENT WITH THE FINANCIAL ASSISTANCE SPECIALIST. THE FINANCIAL ASSISTANCE SPECIALIST HELPS PATIENTS TO APPLY FOR MEDICAID, INSURANCE EXCHANGE PLANS, OTHER PROGRAMS OR FINANCIAL ASSISTANCE. THE FINANCIAL ASSISTANCE SPECIALIST HELPS PATIENTS APPLY FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART VI, LINE 4	DESCRIPTION MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (OTSEGO HOSPITAL) IS LOCATED IN GAYLORD, MI AND SERVES THE COUNTIES OF CHEBOYGAN, OTSEGO, MONTMORENCY AND ANTRIM. ALL FOUR COUNTIES SERVED BY OTSEGO MEMORIAL HOSPITAL ARE EXTREMELY RURAL. THE HOSPITAL HAS AN ACTIVE MEDICAL STAFF (PRIMARY FACILITY) OF 118 AND IS ONE OF THE LARGEST EMPLOYERS IN THE REGION. THE HOSPITAL SERVED MORE THAN 3,300 SURGICAL CASES, OVER 112,700 OUTPATIENT VISITS, OVER 19,400 EMERGENCY ROOM VISITS, 1,448 INPATIENT ADMISSIONS AND 327 BIRTHS IN FISCAL YEAR 2023. HOSPITAL SERVICES OTSEGO HOSPITAL IS A 46-BED HOSPITAL THAT PROVIDES IT'S RESIDENCE WITH ACUTE INPATIENT STAYS (INCLUDING MEDICAL, INTENSIVE CARE AND OBSTETRICS), SURGICAL SUITES THAT PERFORM BOTH IN AND OUT-PATIENT SERVICES (GENERAL, ORTHOPEDIC AND GASTROINTESTINAL), LABORATORY, DIAGNOSTIC RADIOLOGY SERVICES (GENERAL, ULTRASOUND, NUCLEAR MEDICINE, MAMMOGRAPHY, PET, CT AND MRI), RESPIRATORY THERAPY, THERAPIES, INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND WOUND CARE. EMERGENCY ROOM SERVICES OPEN 24 HOURS A DAY 365 DAYS A YEAR. OTSEGO HOSPITAL ALSO PROVIDES A LONG-TERM CARE STAY FACILITY (INCLUDING SKILLED AND NON-SKILLED CARE). CARDIAC REHAB AND PREVENTION SERVICES ARE ALSO OFFERED. IN ADDITION, OTSEGO MEMORIAL HOSPITAL OFFERS MANY OUTPATIENT SERVICES CLINICS INCLUDING URGENT CARE, GYNECOLOGIC AND OBSTETRICS, INTERNAL MEDICINE, UROLOGY, ORTHOPEDICS, SURGICAL CARE, ONCOLOGY, PEDIATRICS AND FAMILY PRACTICES. POPULATION SERVED OTSEGO HOSPITAL IS IN OTSEGO COUNTY, SERVING ANTRIM, CHEBOYGAN, AND MONTMORENCY COUNTY, WITH OTSEGO COUNTY BEING THE PRIMARY SERVICE AREA. WITHIN THIS COUNTY, THE FOLLOWING DEMOGRAPHIC DATA APPLIES: TOTAL POPULATION: 25,644. MEDIAN HOUSEHOLD INCOME: 54,240. 22.5% OF ADULTS ARE AGE 65 OR OLDER, SIGNIFICANTLY MORE THAN THE STATE AVERAGE OF 18.7%. THE RACIAL MAKEUP OF THE COUNTY IS 96% WHITE, 0.6% BLACK OR AFRICAN AMERICAN, .9% AMERICAN INDIAN/ALASKAN NATIVE, 0.7% ASIAN, 2% HISPANIC OR LATINO. OF PEOPLE AGED 25 OR OLDER, 93.6% HAVE A HIGH SCHOOL DIPLOMA OR HIGHER. THE UNEMPLOYMENT RATE IS 4.2% QUALITY SPRING 2022- OTSEGO MEMORIAL HOSPITAL ACHIEVED ACCREDITATION AS A CENTER OF EXCELLENCE IN ROBOTIC SURGERY, RECOGNIZED FOR PROVIDING THE HIGHEST QUALITY OF CARE AND PATIENT SAFETY BY THE SURGICAL REVIEW CORPORATION (SRC). THE HOSPITAL IS AT THE FOREFRONT OF MEDICAL TECHNIQUES, TREATMENTS, AND TECHNOLOGY TO ENSURE A HIGH QUALITY EXPERIENCE FOR ITS PATIENTS INCLUDING ADVANCED BREAST CANCER SCREENINGS WITH 3-D TOMOGRAPHY. THE OBSTETRICS INITIATIVE (OBI) THROUGH BCBS AWARD OTSEGO MEMORIAL HOSPITAL RECEIVED, 4 IN THE STATE FOR NTSV C-SECTION RATE
SCHEDULE H, PART VI, LINE 5	THE HOSPITAL UTILIZES SURPLUS 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 CREDENTIALING REVIEW AND REQUIREMENTS OF THE MEDICAL STAFF AND THE BOARD OF TRUSTEES. IN ADDITION, THE HOSPITAL CONTINUES SUPPORT FOR EXISTING COMMUNITY HEALTH PROGRAMMING AND INITIATIVES WHILE INVESTING IN NEW AND EXPANDED OFFERINGS: FOR OVER 20 YEARS, HEALTHY FUTURES A PARTNERSHIP OF MUNSON HEALTHCARE, LOCAL HEALTH DEPARTMENTS, AND PROVIDER OFFICES HAS HELPED PARENTS AND BABIES HAVE A HEALTHY START. THIS INCLUDES A POSTPARTUM HOME VISITING PROGRAM, 1:1 BREASTFEEDING ASSISTANCE, INFANT SLEEP AND IMMUNIZATION EDUCATION, AND AGE-APPROPRIATE NEWSLETTERS AND TEXT MESSAGES. HEALTHY FUTURES ENROLLS OVER 1,300 FAMILIES ANNUALLY. EXPANSION OF SUBSTANCE USE DISORDER TREATMENT, INCLUDING THE DEVELOPMENT OF A STANDARD PROTOCOL TO EXTEND BEST PRACTICE TREATMENT ACROSS THE SERVICE AREA. THIS STANDARD ALLOWS FOR THE INITIATION OF TREATMENT IN EMERGENCY MEDICINE SETTINGS WITH WARM HANDOFFS TO PRIMARY CARE. WORK CONTINUES TO INCREASE THE NUMBER OF ACCESS POINTS AND ENHANCE TRAINING AND EDUCATION. IN TANDEM WITH TREATMENT EXPANSION, MUNSON HEALTHCARE CONTINUES TO SUPPORT AND EXPAND HARM REDUCTION EFFORTS, INCLUDING MAKING NARCAN KITS AVAILABLE IN ALL EMERGENCY DEPARTMENTS, OFFERING TRAINING AND EDUCATION TO EMERGENCY RESPONDERS, AND PROMOTING MEDSAFE RETURN RECEPTACLES TO INCREASE UNUSED MEDICATION COLLECTION. HIGH TECH HIGH TOUCH (HTH2) IS A SCREENING-BASED PREVENTION TOOL TO SUPPORT SELF-DISCLOSURE OF SUBSTANCES USED DURING PREGNANCY AND CONNECT PATIENTS WITH BRIEF INTERVENTIONS AND EARLY TREATMENT. WORK HAS SUPPORTED THE SUCCESSFUL IMPLEMENTATION OF THE TOOL IN 60 PERCENT OF AREA CLINICS SERVING PREGNANT PEOPLE, WITH CONTINUED WORK TO IMPLEMENT WITHIN THE REMAINING OFFICES. EAT SLEEP CONSOLE IS A FAMILY-CENTERED, BEST PRACTICE APPROACH FOR CARING FOR INFANTS WITH NEONATAL ABSTINENCE SYNDROME (NAS). IN THE PAST YEAR, MUNSON HEALTHCARE IMPLEMENTED THIS PRACTICE AT ALL BIRTHING HOSPITALS, INCLUDING THE PURCHASE OF EQUIPMENT AND HEALTHCARE TEAM EDUCATION, WHICH RESULTED IN IMPROVED CLINICAL OUTCOMES, INCLUDING PHARMACOLOGICAL MANAGEMENT AND LENGTH OF STAY. COLLABORATION WITH TRAVERSE HEALTH CLINIC AND GOODWILL NORTHERN MICHIGAN TO EXPAND THE STREET MEDICINE PROGRAM, WHICH EXTENDS PHYSICAL AND BEHAVIORAL HEALTHCARE TO INDIVIDUALS WHO ARE UNHOUSED IN THE TRAVERSE CITY AREA. THIS WORK ALSO CONNECTS PATIENTS WITH BASIC NEEDS, SUCH AS FOOD, CLOTHING, AND CLEAN WATER, WHILE ADVOCATING FOR AND CREATING PATHWAYS TO ATTAINABLE HOUSING. RECENT ADVANCEMENTS INCLUDE THE PROCUREMENT OF A MOBILE MEDICAL UNIT AND ELECTRONIC MEDICAL RECORD TO ENHANCE COORDINATION OF CARE AND REACH MORE INDIVIDUALS. INITIATIVES AIMED AT THE REDUCTION AND MANAGEMENT OF CHRONIC DISEASE HAVE ALSO BEEN PRIORITIZED. THESE INCLUDE AN ENHANCED PARTNERSHIP WITH LOCAL HEALTH DEPARTMENTS TO IMPROVE THE REFERRAL AND FEEDBACK PROCESS FOR PATIENTS WHO USE TOBACCO. IN ADDITION, CONTINUED PARTNERSHIP WITH LOCAL GROCERY, FARMERS MARKETS, AND MICHIGAN STATE UNIVERSITY EXTENSION EXTENDS ACCESS TO FREE NUTRITION AND COOKING EDUCATION AND VOUCHERS TO PURCHASE FRUITS AND VEGETABLES THROUGH THE PRESCRIPTION FOR HEALTH PROGRAM. DIABETES EDUCATION CONTINUES TO BE AN IMPORTANT SERVICE AND CONTINUES TO EXPAND OFFERINGS TO MEET DEMAND, INCLUDING VIRTUAL IMPROVEMENTS, GROUP CLASSES, ADDITIONAL EDUCATORS, AND A STREAMLINED INTAKE PROCESS. FINALLY, THE HEALTHCARE SYSTEM HAS COMPLETED FOUNDATIONAL WORK NEEDED TO EXPAND DIRECT PATIENT OUTREACH EFFORTS USING TEXT REMINDERS FOR IMPORTANT HEALTH SCREENINGS AND RESOURCES, SUCH AS CANCER, DIABETES MANAGEMENT, AND TOBACCO CESSATION. THESE ENHANCED DIRECT PATIENT REMINDERS AND EDUCATION PROGRAMS ARE EXPECTED TO BEGIN IN FY24. THE ORGANIZATION PROVIDES 1:1 SUPPORT TO PATIENTS ENROLLING IN PUBLIC ASSISTANCE PROGRAMS, SUCH AS MEDICAID AND MAKES REFERRALS TO OTHER COMMUNITY SERVICES. THE ORGANIZATION OFFERS ROBUST STUDENT, INTERN, AND RESIDENCE EXPERIENCES AT EACH OF THE SYSTEMS HOSPITALS AND CONTRIBUTES TO COMMUNITY-WIDE EFFORTS THAT HELP STUDENTS IDENTIFY PLACEMENTS. MHC MAKES FINANCIAL CONTRIBUTIONS TO COMMUNITY CAUSES AND EVENTS FOCUSED ON MENTAL HEALTH, CHRONIC DISEASE, AND HOUSING, WHILE PARTICIPATING ON SPECIFIC COMMITTEES AND BOARDS WORKING TO ADDRESS SYSTEMATIC CHALLENGES FACING THESE PRIORITY AREAS.
SCHEDULE H, PART VI, LINE 6	MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITALS 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 150.6 MILLION OF COMMUNITY BENEFIT IN THE 2022 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 4.2 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN TAX YEAR 2022. 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 172.1 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 (16 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	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
EDWIN A NESS
DIRECTOR	$984,135	$271,268	$819,521	$195,058	$34,013	$2,303,995	$776,855
JAMES SHURLOW DO
SURGEON								$725,935	$143,656	$20,920	$15,280	$22,872	$928,663
LAURA GLENN
PRESIDENT AMB SERVIC	$565,550	$126,428	$861	$80,280	$23,537	$796,656
JOHN MOFFAT MD
SURGEON								$695,956	$5,000	$9,092	$15,280	$26,082	$751,410
CHANGXIN LI MD
PHYSICIAN								$596,594	$58,591	$2,772	$15,280	$18,879	$692,116
JANELLE HENDRIAN DO
ANESTHESIOLOGIST								$600,130		$21,574	$15,280	$26,761	$663,745
STACEY SENSOR DO
PHYSICIAN								$386,495	$164,326	$22,305	$15,280	$26,823	$615,229
ALICIA MAITLAND
CFO PART-YR	$249,058	$105,150	$81,420	$14,698	$12,936	$463,262
CASEY KANDOW
VP ANCILLARY SERV	$332,447		$96,453	$6,130	$21,801	$456,831	$38,923
CHRISTOPHER SQUIRE
PRESIDENT	$302,913	$70,268	$466	$43,945	$24,025	$441,617
ELLEN SMITH
COO, PHYSICIAN NTWK	$323,437	$54,090	$2,667	$54,746	$2,942	$437,882
TONYA SMITH
DIRECTOR	$293,848	$112,050	$6,965	$5,411	$17,226	$435,500
KATHLEEN MALY
INTERIM CFO PART-YR	$254,344	$10,326	$23,720	$13,974	$18,200	$320,564
JAMES FLICKEMA
VP PAT CARE SERV								$96,268	$32,880	$120,591	$2,531	$9,751	$262,021
KATHLEEN LARAIA
VP ONCOLOGY & PROF S	$188,734	$22,459	$7,688	$10,176	$22,022	$251,079
DAWN HALLECK
VP PATIENT CARE SERV								$166,127	$27,255	$747	$18,439	$23,563	$236,131

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 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 0 179,779 0 LAURA GLENN 0 65,000 0 CASEY KANDOW 12,730 0 0 CHRISTOPHER SQUIRE 0 30,975 0 ELLEN SMITH 0 40,000 0 DAWN HALLECK 0 10,491 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 OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENT FUNDS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON.

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	TRANSFER INVESTMENTS	AssetsDistriOrExpnssPaidDesc
Distribution	2022-07-26	DistributionDt
Fair Market Value Of Asset	$40,459,662	FairMarketValueOfAssetAmt
Method Of FMV Determination	MARKET VAL	MethodOfFMVDeterminationTxt
EIN	382640544	EIN
Person	MUNSON HEALTHCARE	PersonNm

US Address USAddress

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

Field	Value	IRS element (for citing)
IRC Section	501(C)(3)	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor2	false	DirectorOfSuccessor2Ind
Employee Of Successor2	false	EmployeeOfSuccessor2Ind
Owner Of Successor2	false	OwnerOfSuccessor2Ind
Receive Compensation2	false	ReceiveCompensation2Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE N	FormAndLineReferenceDesc
Explanation	TRANSFER INVESTMENTS TO MUNSON HEALTHCARE, PARENT CORPORATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6	MUNSON HEALTHCARE OTSEGO 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 MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL. THE BOARD OF TRUSTEES OF MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL 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 MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (OMH) TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF TRUSTEES INCLUDING THE ADOPTION, AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OR BYLAWS OF OMH; THE ADOPTION, EXECUTION, REVOCATION OR ABANDONMENT OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION, OR REORGANIZATION; THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF OMH; THE ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF OMH; THE ADOPTION OF ALL OPERATING BUDGETS AND CAPITAL EXPENDITURE BUDGETS FOR OMH; INCURRENCE OF OPERATING OR CAPITAL EXPENDITURES BY MAN WHICH CAUSE THE AGGREGATE OPERATING OR CAPITAL EXPENDITURES TO EXCEED BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT (5%) IN ANY FISCAL YEAR; INCURRENCE OF SECURED BORROWINGS OF OMH WITH THE EXCEPTION OF EQUIPMENT LEASES AND PURCHASE MONEY SECURITY INTERESTS APPROVED AS PART OF THE BUDGET; THE ADOPTION OR AMENDMENT OF THE MISSION STATEMENT, PURPOSES OR THE STRATEGIC GOALS OF OMH; CHANGE IN SCOPE OF CLINICAL SERVICES OR PROGRAMS PROVIDED BY OMH; AND APPOINTMENT OR REMOVAL OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 11B	THE MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HEALTHCARE OTSEGO 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 EXECUTIVE COMPENSATION AND 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 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 AND KEY EMPLOYEES IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES OF MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL AND MUNSON HEALTHCARE.
FORM 990, PAGE 6, PART VI, LINE 19	THE MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HEALTHCARE MANISTEE HOSPITAL DOES NOT MAKE THE BYLAWS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE, PARENT CORPORATION, SUBMITS ITS ANNUAL CONSOLIDATED FINANCIAL STATEMENTS TO THE MSRB IN COMPLIANCE WITH BOND DISCLOSURE REQUIREMENTS.
FORM 990, PART XI, LINE 9	EQUITY TRANSFER FROM PARENT 1,000,000 INHERENT CONTRIBUTION DEPRECIATION 370,470 TRANSFER LONG TERM DEBT TO PARENT 14,825,997 TRANSFER INVESTMENTS TO PARENT -40,459,662 CHANGE IN ACCOUNTING FOR INVEST MUNSON HC FOUND -3,574,280 TOTAL -27,837,475

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	Controlled OrganizationControlledOrganizationInd	Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt
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	Yes (true)	MUNSON HEALTHCARE
MUNSON HEALTHCARE GRAYLING
1105 SIXTH ST	TRAVERSE CITY	MI	49684	471161992	HOSPITAL	MI	C3	3	MUNSON HC	Yes (true)	MUNSON HEALTHCARE
MUNSON DIALYSIS CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	383097861	DIALYSIS	MI	C3	3	MUNSON HC	Yes (true)	MUNSON HEALTHCARE
MUNSON HEALTHCARE FOUNDATIONS
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382642724	RAISE FUND	MI	C3	7	MUNSON HC	Yes (true)	MUNSON HEALTHCARE
MUNSON HOME CARE
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382191390	HOME HEALT	MI	C3	10	MUN HOME H	Yes (true)	MUNSON HOME HEALTH
MUNSON HOME SERVICES
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382543463	HOME HEALT	MI	C3	10	MUN HOME H	Yes (true)	MUNSON HOME HEALTH
MUNSON MEDICAL CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381362830	HOSPITAL	MI	C3	3	MUNSON HC	Yes (true)	MUNSON HEALTHCARE
MUNSON MEDICAL GROUP
1105 SIXTH ST	TRAVERSE CITY	MI	49684	273600575	HEALTHCARE	MI	C3	10	MUNSON MED	Yes (true)	MUNSON MEDICAL CENTER
NORTH FLIGHT INC
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382657917	MED TRANSP	MI	C3	12B	MUNSON HC	Yes (true)	MUNSON HEALTHCARE
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)
PAUL OLIVER MEMORIAL HOSPITAL
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381415623	HEALTHCARE	MI	C3	3	MUNSON HC	Yes (true)	HEALTHCARE

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	false	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	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (20 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MUNSON MEDICAL GROUP
A	$22,476	LEASE CONTRACT AMOUNT
MUNSON HEALTHCARE FOUNDATIONS
C	$657,993	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
C	$1,000,000	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE FOUNDATIONS
M	$120,091	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
M	$14,012,379	ACTUAL AMOUNT PAID
NORTHERN MICHIGAN SUPPLY ALLIANCE
M	$853,391	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
M	$237,197	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
O	$712,247	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
O	$32,995,725	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE MANISTEE HOSPITAL
O	$127,744	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE GRAYLING
O	$51,307	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
P	$11,963,115	ACTUAL AMOUNT PAID
NORTHERN MICHIGAN SUPPLY ALLIANCE
P	$2,124,578	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
P	$12,999,948	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE GRAYLING
P	$82,063	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
Q	$352,432	ACTUAL AMOUNT PAID
MUNSON MEDICAL CENTER
Q	$13,389,579	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE GRAYLING
Q	$152,731	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE CHARLEVOIX HOSPIT
Q	$73,681	ACTUAL AMOUNT PAID
MUNSON HEALTHCARE
R	$25,633,665	ACTUAL AMOUNT PAID

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R	FormAndLineReferenceDesc
Explanation	MUNSON HEALTHCARE OTSEGO 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