MUNSON MEDICAL GROUP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON MEDICAL GROUP (EIN 27-3600575)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349306520
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:40:05-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273600575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON MEDICAL GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUNS | BusinessNameControlTxt |
| Phone | 2319355000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SIXTH STREET | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL KONOPACKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2319355000 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA GLENN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SIXTH STREET | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,596,048 | 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 | 2010 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO GROW AND DEVELOP A HIGHLY EFFECTIVE, MULTI-REGIONAL PHYSICIAN PRACTICE THAT IS A CENTRAL COMPONENT OF A COMMUNITY-FOCUSED, VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM SUPPORTING THE OPERATIONS OF MUNSON MEDICAL CENTER WITH A COMMITMENT TO EXCELLENCE AND THE ETHICAL DIRECTIVES OF THE MEDICAL PROFESSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 476 | TotalEmployeeCnt |
| Total Gross UBI | $40,500 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,757,065 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,574,743 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,138 | PYOtherRevenueAmt |
| CY Other Revenue | $21,305 | CYOtherRevenueAmt |
| PY Total Revenue | $34,785,203 | PYTotalRevenueAmt |
| CY Total Revenue | $31,596,048 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,381,040 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,141,800 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,871 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | -$412,377 | PYOtherExpensesAmt |
| CY Other Expenses | $635,979 | CYOtherExpensesAmt |
| PY Total Expenses | $54,968,663 | PYTotalExpensesAmt |
| CY Total Expenses | $59,777,779 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,183,460 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,181,731 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,465,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,759,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,162,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,138,800 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,302,749 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,621,018 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GROW AND DEVELOP A HIGHLY EFFECTIVE, MULTI-REGIONAL PHYSICIAN PRACTICE THAT IS A CENTRAL COMPONENT OF A COMMUNITY-FOCUSED, VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM SUPPORTING THE OPERATIONS OF MUNSON MEDICAL CENTER WITH A COMMITMENT TO EXCELLENCE AND THE ETHICAL DIRECTIVES OF THE MEDICAL PROFESSION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $49,162,194 | ExpenseAmt |
| Revenue | $31,555,548 | RevenueAmt |
| Desc | PROVIDE PHYSICIAN SERVICES TO THE COMMUNITY SERVED BY MUNSON MEDICAL CENTER THROUGH A MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE MODEL THAT IS FUNCTIONALLY INTEGRATED WITH THE GOVERNANCE AND MANAGEMENT SYSTEMS OF MUNSON MEDICAL CENTER. | Desc |
| Total Program Service Expenses | $49,162,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 476 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE SULAK MUNSON HEALTHCARE | PersonNm |
| Phone | 2319357777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 COPPER RIDGE DR | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $2,245,580 | $251,955 | ||||
| LAURA GLENN | ||||||||||
| PRESIDENT | 2.00 | 40.00 | Yes (X) | $0 | $839,007 | $105,311 | Yes (X) | |||
| CHRISTINE NEFCY MD | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $788,615 | $23,810 | ||||
| PAUL KONOPACKI | ||||||||||
| CFO | 2.00 | 40.00 | $0 | $720,042 | $86,525 | Yes (X) | ||||
| JAMES FOX MD | ||||||||||
| CARDIOLOGIST | 40.00 | $759,351 | $0 | $45,431 | Yes (X) | |||||
| STEVEN MAST MD | ||||||||||
| CARDIOLOGIST | 40.00 | $759,991 | $0 | $43,256 | Yes (X) | |||||
| JOHN BEATTIE MD | ||||||||||
| CARDIOLOGIST | 40.00 | $760,374 | $0 | $42,868 | Yes (X) | |||||
| TODD ADAMS DO | ||||||||||
| CARDIOLOGIST | 40.00 | $762,255 | $0 | $40,681 | Yes (X) | |||||
| NICKLAUS SLOCUM MD | ||||||||||
| CARDIOLOGIST | 40.00 | $763,278 | $0 | $39,658 | Yes (X) | |||||
| ELLEN SMITH | ||||||||||
| PRESIDENT AM | 2.00 | 40.00 | $0 | $464,827 | $60,006 | Yes (X) | ||||
| RACHEL ROE | ||||||||||
| SECRETARY/TR | 2.00 | 40.00 | Yes (X) | $0 | $397,292 | $63,540 | Yes (X) | |||
| KATHLEEN MALY | ||||||||||
| FORMER INTER | $0 | $222,122 | $7,314 | Yes (X) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,805,249 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,677,485 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $810,355 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 127 | 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 |
|---|---|---|---|---|---|
| ENVERA HEALTH | |||||
| PO BOX 8087 | CAROL STREAM | IL | 601978087 | PATIENT ACCESS | $2,114,637 |
| ANESTHESIA BUSINESS CONSULTANTS LLC | |||||
| PO BOX 1406 | CAROL STREAM | IL | 601321406 | REVENUE CYCLE | $633,987 |
| PRYDE ANESTHESIA STAFFING SERVICES | |||||
| 622 W 8TH STREET | TRAVERSE CITY | MI | 49684 | STAFFING | $187,563 |
| MURJ INC | |||||
| 3912 PORTOLA DE SUITE 9 | SANTA CRUZ | CA | 95062 | CARDIAC DEV MGT | $160,000 |
| CENTARIS | |||||
| 36333 MOUND RD STE C | STERLING HEIGHTS | MI | 48310 | IT SERVICES | $150,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEDICARE AND MEDICAID | 621110 | $15,294,044 | $15,294,044 | |
| PATIENT CARE | 621110 | $15,090,930 | $15,090,930 | |
| QUALITY INCENTIVE PAYMENTS | 621110 | $1,149,269 | $1,149,269 | |
| CONTRACT SERVICES | 620000 | $40,500 | $40,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,574,743 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,140 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,140 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,140 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,140 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $17,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,165 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,165 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,596,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,555,548 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $40,500 | UnrelatedBusinessRevenueAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,512,565 | TotalAmt |
| Program Services | $48,620,663 | ProgramServicesAmt |
| Management And General | $3,891,902 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,813 | TotalAmt |
| Program Services | $1,354,398 | ProgramServicesAmt |
| Management And General | $108,415 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,411,826 | TotalAmt |
| Program Services | $2,233,077 | ProgramServicesAmt |
| Management And General | $178,749 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,754,596 | TotalAmt |
| Program Services | $2,550,443 | ProgramServicesAmt |
| Management And General | $204,153 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,859 | TotalAmt |
| Management And General | $2,859 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,416,131 | TotalAmt |
| Program Services | $4,211,549 | ProgramServicesAmt |
| Management And General | $204,582 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,821 | TotalAmt |
| Program Services | $33,477 | ProgramServicesAmt |
| Management And General | $99,344 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,597 | TotalAmt |
| Program Services | $15,916 | ProgramServicesAmt |
| Management And General | $681 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,628 | TotalAmt |
| Program Services | $137,628 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,955 | TotalAmt |
| Program Services | $244,543 | ProgramServicesAmt |
| Management And General | $3,412 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,365 | TotalAmt |
| Program Services | $127,370 | ProgramServicesAmt |
| Management And General | $2,995 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,250 | TotalAmt |
| Program Services | $106,250 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,619 | TotalAmt |
| Program Services | $227,543 | ProgramServicesAmt |
| Management And General | $72,076 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $240,238 | $240,238 | |
| DUES AND SUBSCRIPTIONS | $116,535 | $71,624 | $44,911 |
| REPAIRS & MAINTENANCE | $22,015 | $22,015 | |
| LICENSES & TAXES | $21,214 | $17,386 | $3,828 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,254,248 | TotalAmt |
| Program Services | -$11,051,926 | ProgramServicesAmt |
| Management And General | $5,757,807 | ManagementAndGeneralAmt |
| Fundraising | $39,871 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,777,779 | TotalAmt |
| Program Services | $49,162,194 | ProgramServicesAmt |
| Management And General | $10,575,714 | ManagementAndGeneralAmt |
| Fundraising | $39,871 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,039 | BOYAmt |
| EOY | $453,132 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,718,112 | BOYAmt |
| EOY | $6,410,087 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,149 | BOYAmt |
| EOY | $21,647 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,202 | BOYAmt |
| EOY | $2,874,952 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,465,502 | BOYAmt |
| EOY | $9,759,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,162,753 | BOYAmt |
| EOY | $4,138,800 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,162,753 | BOYAmt |
| EOY | $4,138,800 | 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 | $8,302,749 | BOYAmt |
| EOY | $5,621,018 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,302,749 | BOYAmt |
| EOY | $5,621,018 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,465,502 | BOYAmt |
| EOY | $9,759,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$28,181,731 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $25,500,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,814 | CurrentTaxYearMinus2YearsAmt |
| Total | $735,559 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,695,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,526,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,260,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,785,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,555,548 | CurrentTaxYearAmt |
| Total | $117,822,833 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,820,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,561,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,835,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,785,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,555,548 | CurrentTaxYearAmt |
| Total | $118,558,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $118,558,392 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,820,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,561,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,835,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,785,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,555,548 | CurrentTaxYearAmt |
| Total | $118,558,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $2,859 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,859 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO VARIOUS REGIONAL OR NATIONAL ORGANIZATIONS, SUCH AS THE THE AMERICAN COLLEGE OF CARDIOLOGY, THE AMERICAN COLLEGE OF PHYSICIANS, THE AMERICAN SOCIETY OF ANESTHESIOLOGISTS, THE MICHIGAN SOCIETY OF ANESTHESIOLOGISTS, THE AMERICAN ASSOCIATION OF NURSE ANESTHESIOLOGY, THE AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, AND THE HEART RHYTHM SOCIETY. | ExplanationTxt |
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 (12 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 | $1,019,734 | $200,000 | $1,025,846 | $222,314 | $29,641 | $2,497,535 | $834,836 | ||||||
| LAURA GLENN | |||||||||||||
| PRESIDENT | $602,996 | $150,000 | $86,011 | $81,533 | $23,778 | $944,318 | |||||||
| CHRISTINE NEFCY MD | |||||||||||||
| DIRECTOR | $350,110 | $438,505 | $12,116 | $11,694 | $812,425 | $251,157 | |||||||
| PAUL KONOPACKI | |||||||||||||
| CFO | $582,360 | $70,000 | $67,682 | $65,902 | $20,623 | $806,567 | |||||||
| JAMES FOX MD | |||||||||||||
| CARDIOLOGIST | $719,040 | $17,144 | $23,167 | $16,533 | $28,898 | $804,782 | |||||||
| STEVEN MAST MD | |||||||||||||
| CARDIOLOGIST | $718,536 | $17,144 | $24,311 | $16,533 | $26,723 | $803,247 | |||||||
| JOHN BEATTIE MD | |||||||||||||
| CARDIOLOGIST | $721,065 | $17,144 | $22,165 | $16,533 | $26,335 | $803,242 | |||||||
| TODD ADAMS DO | |||||||||||||
| CARDIOLOGIST | $728,368 | $17,144 | $16,743 | $16,533 | $24,148 | $802,936 | |||||||
| NICKLAUS SLOCUM MD | |||||||||||||
| CARDIOLOGIST | $722,119 | $17,144 | $24,015 | $16,533 | $23,125 | $802,936 | |||||||
| ELLEN SMITH | |||||||||||||
| PRESIDENT AMB SERVIC | $398,576 | $66,251 | $56,118 | $3,888 | $524,833 | ||||||||
| RACHEL ROE | |||||||||||||
| SECRETARY/TRESURER | $325,532 | $3,500 | $68,260 | $37,863 | $25,677 | $460,832 | |||||||
| KATHLEEN MALY | |||||||||||||
| FORMER INTERIM CFO | $84,251 | $75,000 | $62,871 | $2,947 | $4,367 | $229,436 | |||||||
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 0 206,681 0 LAURA GLENN 0 65,000 0 CHRISTINE NEFCY, MD 115,291 0 0 PAUL KONOPACKI 0 56,002 0 ELLEN SMITH 0 40,000 0 RACHEL ROE 0 21,330 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 EXECUTIVE SUPPLEMENTAL 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. PART II, COLUMN B(III) IN JULY 2023, MUNSON HEALTHCARE TRANSITIONED EXECUTIVE PTO FROM AN ACCRUAL PLAN TO AN UP FRONT ANNUAL ALLOTMENT PLAN WITH A USE-IT-OR-LOSE-IT BALANCE DISPOSITION. CURRENT EXECUTIVES ON THE PTO ACCRUAL PLAN WERE PAID OUT THEIR EXISTING BALANCES IN JULY 2023. THE FIRST 80 HOURS OF ACCRUED PTO WAS PAID AT 90% OF VALUE AND THE BALANCE WAS PAID AT 80% OF VALUE. THIS PAYOUT IS LESS FAVORABLE THAN EXISTING POLICY, WHICH PAYS OUT ACCRUED PTO AT 100% UPON SEPARATION OF EMPLOYMENT. THIS ONE-TIME PAYOUT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2023, THE TAXABLE AMOUNT WAS 834,836. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2023 COMPENSATION IN COLUMN B(III) OF SCHEULE J. OF THE AMOUNT REPORTED IN THE CURRENT FORM 990 SCHEDULE J, SERP PLAN CONTRIBUTIONS IN THE AMOUNT OF 834,836 WERE PREVIOUSLY REPORTED AS BENEFITS IN PRIOR YEAR FORMS 990. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO GROW AND DEVELOP A HIGHLY EFFECTIVE, MULTI-REGIONAL PHYSICIAN PRACTICE THAT IS A CENTRAL COMPONENT OF A COMMUNITY-FOCUSED, VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM SUPPORTING THE OPERATIONS OF MUNSON MEDICAL CENTER WITH A COMMITMENT TO EXCELLENCE AND THE ETHICAL DIRECTIVES OF THE MEDICAL PROFESSION. |
| FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON MEDICAL GROUP IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON MEDICAL CENTER, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MUNSON MEDICAL CENTER, AS THE SOLE MEMBER, APPOINTS THE TRUSTEES. NOMINATIONS TO MUNSON MEDICAL CENTER ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE MUNSON MEDICAL GROUP (MMG) TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON MEDICAL CENTER BOARD OF TRUSTEES INCLUDING THE ADOPTION, AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OR BYLAWS OF MMG; THE ADOPTION OR CHANGE IN THE MISSION STATEMENT, PURPOSES OR THE STRATEGIC GOALS OF MMG; THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF MMG; THE ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF MMG; THE ADOPTION OF ALL OPERATING BUDGETS AND CAPITAL EXPENDITURE BUDGETS FOR MMG; INCURRENCE OF OPERATING OR CAPITAL EXPENDITURES BY MMG 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 MMG, WITH THE EXCEPTION OF EQUIPMENT LEASES AND PURCHASE MONEY SECURITY INTERESTS APPROVED AS PART OF THE MMG'S BUDGET; CHANGE IN SCOPE OF CLINICAL SERVICES OR PROGRAMS PROVIDED BY MMG; AND APPOINTMENT OR REMOVAL OF THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE MUNSON MEDICAL GROUP BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON MEDICAL GROUP BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE. WHEN AN ACTION ITEM IS CONSIDERED BY A BOARD WHICH INVOLVES A POTENTIAL CONFLICT BY A BOARD MEMBER, THE CONFLICT IS DISCLOSED AND A BOARD MEMBER WILL ABSTAIN FROM A VOTE ON THE ACTION ITEM, AND, IN ADDITION, THE BOARD CHAIR HAS THE DISCRETION/AUTHORITY TO REQUEST THAT THE CONFLICTED BOARD MEMBER BE EXCUSED FROM THE MEETING FOR AN OPPORTUNITY FOR THE BOARD TO DISCUSS THE MATTER WITHOUT THE PRESENCE OF THE CONFLICTED BOARD MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED THROUGH THE FOLLOWING 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 MEDICAL GROUP AND MUNSON HEALTHCARE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON MEDICAL GROUP ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON MEDICAL GROUP 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. ADDITIONALLY, MUNSON MEDICAL CENTER PREPARES AND DISTRIBUTES AN ANNUAL REPORT TO THE COMMUNITY, WHICH CONTAINS FINANCIAL AS WELL AS PROGRAM DATA. |
| FORM 990, PART XI, LINE 9 | CAPITALIZATION FROM SOLE MEMBER 25,500,000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON DIALYSIS CENTER | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383097861 | DIALYSIS | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| MUNSON HEALTHCARE | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382640544 | PARENT | MI | C3 | 12B | NA | false | |
| MUNSON HEALTHCARE FOUNDATIONS | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | C3 | 7 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| MUNSON HOME CARE | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | C3 | 10 | MUNSON HOM | MUNSON HOME HEALTH | Yes (true) |
| MUNSON HOME SERVICES | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | C3 | 10 | MUNSON HOM | MUNSON HOME HEALTH | Yes (true) |
| MUNSON MEDICAL CENTER | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| NORTH FLIGHT INC | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | C3 | 12B | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| PAUL OLIVER MEMORIAL HOSPITAL | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | HEALTHCARE | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| MUNSON HEALTHCARE CADILLAC | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471156297 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| MUNSON HEALTHCARE GRAYLING | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471161992 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381459366 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | |||||||||||
| 1465 E PARKDALE AVE | MANISTEE | MI | 496609709 | 380350304 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | |
| MUNSON HEALTHCARE OTSEGO MEMORIAL H | |||||||||||
| 825 N CENTER AVE | GAYLORD | MI | 497351592 | 381303843 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN MICHIGAN SUPPLY ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2651 AERO PARK DR | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383453378 | EIN |
| Primary Activities | PURCHASING | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MUNSON SERVICES INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 383144382 | PHARMACY | MI | N/A | Yes (true) | |
| MEDICAL OFFICE BUILDING CONDOMINUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 383567278 | REAL ESTAT | MI | N/A | Yes (true) | ASSOCIATION |
| SIXTH STREET DRUGS INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 382298290 | PHARMACY | MI | N/A | Yes (true) | |
| MEDICAL OFFICE CONDOMINIUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 201902620 | REAL ESTAT | MI | N/A | Yes (true) | ASSOCIATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MUNSON HEALTHCARE | ||
| P | $316,237 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| Q | $132,606 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| O | $2,516,671 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| M | $5,488,323 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| L | $104,639 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| O | $121,427 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| O | $656,393 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| L | $170,013 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| C | $25,500,000 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| Q | $1,219,481 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| P | $7,231,714 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| O | $40,801,912 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| L | $7,988,626 | ACTUAL AMOUNT PAID |
| NOERTHERN MI SUPPLY ALLIANCE | ||
| M | $268,846 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| O | $2,326,378 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| L | $920,004 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| L | $309,835 | ACTUAL AMOUNT PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | MUNSON MEDICAL GROUP 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 |