MUNSON HEALTHCARE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON HEALTHCARE (EIN 38-2640544)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202001969349305935
- Schema version
- 2018v3.2
- 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 F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T20:29:19-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382640544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE | 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 ST | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A HEPLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2319357777 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.222.71.44 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 20:29:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3AD8FE5AAD7F1E7C8842AE1699DABE20D9503696 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B12A1DA808F22A6A05E7483450C91465FF2D0CFC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWIN A NESS | 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 | $91,686,792 | 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 | 1985 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | MUNSON HEALTHCARE AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 737 | TotalEmployeeCnt |
| Total Gross UBI | $53,201 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $920 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $353,888 | PYContributionsGrantsAmt |
| CY Contributions Grants | $695,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $76,307,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $80,984,374 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,075,516 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,079,093 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,914 | PYOtherRevenueAmt |
| CY Other Revenue | $195,065 | CYOtherRevenueAmt |
| PY Total Revenue | $77,831,809 | PYTotalRevenueAmt |
| CY Total Revenue | $82,954,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,807 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,759,430 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,497,733 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $95,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,636,497 | PYOtherExpensesAmt |
| CY Other Expenses | $38,691,160 | CYOtherExpensesAmt |
| PY Total Expenses | $76,431,734 | PYTotalExpensesAmt |
| CY Total Expenses | $89,188,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,400,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,234,611 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,950,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,091,353 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,124,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,643,537 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,825,889 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,447,816 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MUNSON HEALTHCARE 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 | $77,000,510 | ExpenseAmt |
| Revenue | $81,118,976 | RevenueAmt |
| Desc | PARENT HOLDING COMPANY FOR CORPORATIONS PROVIDING HEALTH CARE AND RELATED SERVICES. | Desc |
| Total Program Service Expenses | $77,000,510 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 737 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| 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 (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | ||||||||||
| PRESIDENT & | 40.00 | 1.00 | Yes (X) | Yes (X) | $921,722 | $0 | $182,202 | |||
| ALFRED E PILONG JR | ||||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $659,316 | $111,730 | ||||
| ROBERT SPRUNK MD | ||||||||||
| CHAIR | 2.00 | 10.00 | Yes (X) | Yes (X) | $5,000 | $48,550 | $0 | |||
| BRIAN KIESSLING MD | ||||||||||
| DIRECTOR | 1.00 | 10.00 | Yes (X) | $0 | $18,750 | $0 | ||||
| THEODORE N BATZER MD | ||||||||||
| DIRECTOR | 1.00 | 10.00 | Yes (X) | $5,000 | $9,066 | $0 | ||||
| CASEY COWELL | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,000 | $0 | $0 | |||||
| PATRICK HEINTZ | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $5,000 | $0 | ||||
| JAY HOOK | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $5,000 | $0 | ||||
| RUTH HOPPE MD | ||||||||||
| PT-YR TREASU | 2.00 | 1.00 | Yes (X) | Yes (X) | $5,000 | $0 | $0 | |||
| MARLENE HULTEEN | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,000 | $0 | $0 | |||||
| DAVID HUNTER | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $5,000 | $0 | $0 | ||||
| EMORY D JOHNSON | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,000 | $0 | $0 | |||||
| PAUL LERG | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | ||||
| DAVID MCCURDY | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,000 | $0 | $0 | |||||
| DANIEL MCDAVID | ||||||||||
| PT-YR SEC/V. | 2.00 | Yes (X) | Yes (X) | $5,000 | $0 | $0 | ||||
| DEBORAH J OCHS MD | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,000 | $0 | $0 | |||||
| KELLIE PARKES | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $5,000 | $0 | ||||
| ROGER PERRY | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $5,000 | $0 | ||||
| MARY SANDERS | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $5,000 | $0 | $0 | ||||
| ELAINE WOOD | ||||||||||
| PT-YR TREAS/ | 2.00 | Yes (X) | Yes (X) | $5,000 | $0 | $0 | ||||
| BARBARA BENSON | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH BLOEM | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| HALLIE CHRISTIAN | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONSTANCE DENEWETH | ||||||||||
| PT-YR VICE C | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| KATHY DIXON | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN PELIZZARI | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROGER W SPOELMAN | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRUCE ZENNER | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARK A HEPLER | ||||||||||
| CFO | 40.00 | 2.00 | Yes (X) | $503,212 | $0 | $81,037 | ||||
| CHRISTOPHER J PODGES | ||||||||||
| VP & CHIEF I | 40.00 | $346,526 | $0 | $64,078 | Yes (X) | |||||
| SUZANNE K PETERS | ||||||||||
| VP HUMAN RES | 40.00 | $322,131 | $0 | $48,248 | Yes (X) | |||||
| RACHEL ROE | ||||||||||
| VP LEGAL | 40.00 | $278,318 | $0 | $34,973 | Yes (X) | |||||
| CHRISTINE NEFCY MD | ||||||||||
| CHIEF MEDICA | 40.00 | 1.00 | $454,046 | $0 | $73,896 | Yes (X) | ||||
| THOMAS PETERSON | ||||||||||
| VP QUALITY & | 40.00 | $369,831 | $0 | $35,873 | Yes (X) | |||||
| LAURA GLENN | ||||||||||
| PRES AMBULAT | 40.00 | 2.00 | $356,304 | $0 | $30,921 | Yes (X) | ||||
| JOHN BECKETT MD | ||||||||||
| CHEIF MEDICA | 40.00 | $337,537 | $0 | $37,151 | Yes (X) | |||||
| KEVIN OMILUSIK MD | ||||||||||
| CHEIF MEDICA | 18.00 | 22.00 | $144,799 | $168,717 | $16,811 | Yes (X) | ||||
| PAUL SHIRILLA | ||||||||||
| EXEC ADVISOR | 40.00 | $147,179 | $0 | $192,768 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,241,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $929,399 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $909,688 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 80 | 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 |
|---|---|---|---|---|---|
| CERNER CORPORATION | |||||
| PO BOX 959156 | ST LOUIS | MO | 631959156 | AMB SUPPORT | $5,433,699 |
| AHEAD LLC | |||||
| 401 N MICHIGAN AVE SUITE 3400 | CHICAGO | IL | 60611 | IT SUPPORT | $2,644,280 |
| SIEMENS MEDICAL | |||||
| PO BOX 120001 | DALLAS | TX | 753120733 | EQUIPMENT MAINT | $2,616,819 |
| SEQURIS GROUP LLC | |||||
| 47911 HALYARD ROAD SUITE 110 | PLYMOUTH | MI | 48170 | NETWORK SECURIT | $1,705,007 |
| ADVERTISING IMPRESSIONS INC | |||||
| 626 S RUSCH ROAD | TRAVERSE CITY | MI | 49696 | ADVERTISING | $1,212,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 54 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $216,617 | RelatedOrganizationsAmt |
| Government Grants | $479,133 | GovernmentGrantsAmt |
| Total Contributions | $695,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT REVENUES | 561000 | $79,568,423 | $79,568,423 | |
| SERVICES TO OTHER ORGANIZATIO | 561000 | $1,256,304 | $1,256,304 | |
| HEALTH SERVICE REVENUE | 561000 | $104,189 | $104,189 | |
| CONTRACT REVENUES | 561000 | $55,458 | $55,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $80,984,374 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $754,856 | TotalRevenueColumnAmt |
| Exclusion | $754,856 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,056,247 | SecuritiesAmt |
| Other | $500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,724,748 | SecuritiesAmt |
| Other | $7,762 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $331,499 | SecuritiesAmt |
| Other | -$7,262 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,237 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,262 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $331,499 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900003 | $197,322 | $197,322 | |
| PASS THROUGH UBI FOR JV | 900003 | -$2,257 | -$2,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $195,065 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,954,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,118,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,201 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,086,355 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,925,474 | TotalAmt |
| Program Services | $1,349,188 | ProgramServicesAmt |
| Management And General | $1,480,979 | ManagementAndGeneralAmt |
| Fundraising | $95,307 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,724,536 | TotalAmt |
| Program Services | $30,447,250 | ProgramServicesAmt |
| Management And General | $6,277,286 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,978,149 | TotalAmt |
| Program Services | $2,643,497 | ProgramServicesAmt |
| Management And General | $334,652 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,231,441 | TotalAmt |
| Program Services | $4,497,700 | ProgramServicesAmt |
| Management And General | $733,741 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,638,133 | TotalAmt |
| Program Services | $2,246,905 | ProgramServicesAmt |
| Management And General | $391,228 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,428 | TotalAmt |
| Management And General | $319,428 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,947 | TotalAmt |
| Management And General | $462,947 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,626 | TotalAmt |
| Management And General | $117,626 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,013 | TotalAmt |
| Management And General | $32,013 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,692,880 | TotalAmt |
| Program Services | $6,807,043 | ProgramServicesAmt |
| Management And General | $885,837 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,554 | TotalAmt |
| Program Services | $215,179 | ProgramServicesAmt |
| Management And General | $1,375 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,352 | TotalAmt |
| Program Services | $1,325,503 | ProgramServicesAmt |
| Management And General | $35,849 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,254,903 | TotalAmt |
| Program Services | $16,217,609 | ProgramServicesAmt |
| Management And General | $37,294 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,187 | TotalAmt |
| Program Services | $199,580 | ProgramServicesAmt |
| Management And General | $18,607 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,664 | TotalAmt |
| Program Services | $164,467 | ProgramServicesAmt |
| Management And General | $33,197 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,361 | TotalAmt |
| Program Services | $342,089 | ProgramServicesAmt |
| Management And General | $87,272 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,781,850 | TotalAmt |
| Program Services | $9,657,469 | ProgramServicesAmt |
| Management And General | $124,381 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,528 | TotalAmt |
| Management And General | $298,528 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $542,388 | $343,987 | $198,401 |
| SUPPLIES | $249,022 | $238,840 | $10,182 |
| DIETARY | $211,225 | $52,755 | $158,470 |
| LICENSES AND TAXES | $112,410 | $96,943 | $15,467 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,822 | TotalAmt |
| Program Services | $154,506 | ProgramServicesAmt |
| Management And General | $38,316 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,188,893 | TotalAmt |
| Program Services | $77,000,510 | ProgramServicesAmt |
| Management And General | $12,093,076 | ManagementAndGeneralAmt |
| Fundraising | $95,307 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,518 | BOYAmt |
| EOY | $1,493,893 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,005,229 | BOYAmt |
| EOY | $5,270,370 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,520,700 | BOYAmt |
| EOY | $6,005,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $112,299,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,789,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,378,249 | BOYAmt |
| EOY | $33,510,503 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,586,918 | BOYAmt |
| EOY | $15,723,300 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,583,636 | BOYAmt |
| EOY | $28,446,851 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,580 | BOYAmt |
| EOY | $1,640,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,950,830 | BOYAmt |
| EOY | $92,091,353 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,430,455 | BOYAmt |
| EOY | $36,713,865 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,694,486 | BOYAmt |
| EOY | $5,929,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,124,941 | BOYAmt |
| EOY | $42,643,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,825,889 | BOYAmt |
| EOY | $49,447,816 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,825,889 | BOYAmt |
| EOY | $49,447,816 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,950,830 | BOYAmt |
| EOY | $92,091,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,234,611 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $506,891 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,349,647 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL | ||||
| 381303843 | 3 | Yes (true) | $0 | $1,271,073 |
| PAUL OLIVER MEMORIAL HOSPITAL | ||||
| 381415623 | 3 | Yes (true) | $0 | $1,726,690 |
| MUNSON HEALTHCARE CHARLEVOIX HOSPITAL | ||||
| 381459366 | 3 | Yes (true) | $0 | $2,229,376 |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||||
| 380350304 | 3 | Yes (true) | $0 | $2,776,611 |
| MUNSON HEALTHCARE GRAYLING | ||||
| 471161992 | 3 | Yes (true) | $0 | $8,443,035 |
| MUNSON HEALTHCARE CADILLAC | ||||
| 471156297 | 3 | Yes (true) | $0 | $8,943,605 |
| MUNSON MEDICAL CENTER | ||||
| 381362830 | 3 | Yes (true) | $0 | $51,694,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $77,084,926 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (true) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 11H | MUNSON HEALTHCARE CADILLAC 47-1156297 3 X 0 8,943,605 MUNSON MEDICAL CENTER 38-1362830 3 X 0 51,694,536 |
| PART IV, SECTION A, LINE 5A | ON APRIL 1, 2017, MUNSON HEALTHCARE MANISTEE HOSPITAL (MANISTEE HOSPITAL), EIN 38-0350304, INTEGRATED INTO THE MUNSON HEALTHCARE SYSTEM AS A SUBSIDIARY OF MUNSON HEALTHCARE, A SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MANISTEE HOSPITAL APPLIED FOR AND WAS GRANTED TAX-EXEMPT STATUS AS A IRC SECTION 501(C)(3) ORGANIZATION EFFECTIVE FOR THE DATE OF THE INTEGRATION. PRIOR TO THE INTEGRATION, MANISTEE HOSPITAL WAS NAMED WEST SHORE MEDICAL CENTER AND WAS AN INDEPENDENT GOVERNMENTAL HOSPITAL. THE MUNSON HEALTHCARE ARTICLES OF INCORPORATION WERE AMENDED TO INCLUDE MANISTEE HOSPITAL AS A SUPPORTED ORGANIZATION EFFECTIVE DECEMBER 26, 2018. ON JUNE 1, 2018, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (OTSEGO HOSPITAL), EIN 38-1303843, INTEGRATED INTO THE MUNSON HEALTHCARE SYSTEM AS A SUBSIDIARY OF MUNSON HEALTHCARE, A SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THE MUNSON HEALTHCARE ARTICLES OF INCORPORATION WERE AMENDED TO INCLUDE OTSEGO HOSPITAL AS A SUPPORTED ORGANIZATION EFFECTIVE DECEMBER 26, 2018. |
| PART IV, SECTION E, LINE 3A | MUNSON HEALTHCARE, AS THE SOLE MEMBER, ELECTS THE DIRECTORS/TRUSTEES FOR SUBSIDIARY ENTITIES, INCLUDING SUPPORTED ORGANIZATIONS. NOMINATIONS TO MUNSON HEALTHCARE FOR SUBSIDIARY DIRECTORS/TRUSTEES ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. |
| PART IV, SECTION E, LINE 3B | CERTAIN DECISIONS OF THE SUPPORTED ORGANIZATIONS' TRUSTEES/DIRECTORS 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 SUPPORTED ORGANIZATIONS; 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 THE SUPPORTED ORGANIZATIONS; THE ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF SUPPORTED ORGANIZATIONS; THE ADOPTION OF ALL OPERATING BUDGETS AND CAPITAL EXPENDITURE BUDGETS FOR SUPPORTED ORGANIZATIONS INCURRENCE OF OPERATING OR CAPITAL EXPENDITURES BY SUPPORTED ORGANIZATIONS 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 SUPPORTED ORGANIZATIONS 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 SUPPORTED ORGANIZATIONS; CHANGE IN SCOPE OF CLINICAL SERVICES OR PROGRAMS PROVIDED BY SUPPORTED ORGANIZATIONS; AND APPOINTMENT OR REMOVAL OF THE PRESIDENT. |
| SUPPLEMENTAL INFORMATION | SERVICES PROVIDED BY MUNSON HEALTHCARE TO ALL ENTITIES INCLUDE CORPORATE FUNCTIONS SUCH AS FINANCE, LEGAL, HUMAN RESOURCES, PAYROLL, INFORMATION TECHNOLOGY SERVICES, COMMUNICATION, STRATEGY AND PLANNING, BUDGETING, AND ADMINISTRATION. |
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 | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $7,500 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $110,126 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $117,626 | 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 | GRASSROOTS LOBBYING EXPENSES GRANTED TO ORGANIZATIONS. PAID A CONSULTANT TO COORDINATE, MANAGE CONACTS AND COMMUNICATE WITH LOCAL, STATE AND FEDERAL LEGISLATORS ON HEALTHCARE LEGISLATION AND POLICY MATTERS OF IMPORTANCE TO MUNSON HEALTHCARE AND ITS FACILITIES AND SERVICES. OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO REGIONAL OR NATIONAL ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,586,918 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,168,395 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $32,013 | AdministrativeExpensesAmt |
| End Year Balance | $15,723,300 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,663,679 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $990,490 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $67,251 | AdministrativeExpensesAmt |
| End Year Balance | $14,586,918 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,607,987 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,122,251 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $66,559 | AdministrativeExpensesAmt |
| End Year Balance | $13,663,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,418,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $250,388 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $60,401 | AdministrativeExpensesAmt |
| End Year Balance | $12,607,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,914,154 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $564,742 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $60,896 | AdministrativeExpensesAmt |
| End Year Balance | $12,418,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,548 | OtherCostOrOtherBasisAmt |
| Book Value | $105,548 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,372,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,275,490 | DepreciationAmt |
| Book Value | $1,096,733 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,101,528 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,513,693 | DepreciationAmt |
| Book Value | $17,587,835 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,720,387 | OtherCostOrOtherBasisAmt |
| Book Value | $14,720,387 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,510,503 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS HELD IN TRUST | $17,817,332 | F |
| INSURANCE INVESTMENTS | $9,259,489 | F |
| INVESTMENT IN SUPPLY ALLIANCE | $811,747 | F |
| INVESTMENT IN PRIORITY HEALTH | $558,283 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,446,851 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INSURANCE CLAIMS RESERVE | $5,421,503 |
| DEFERRED POST RETIREMENT BENEFIT | $459,574 |
| AFFILIATE PAYABLE | $48,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,929,672 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE BOARD-DESIGNATED FUNDS ARE MAINTAINED FOR THE FUTURE USE OF THE MUNSON HEALTHCARE SYSTEM. EARNINGS FROM THE INVESTMENTS ARE USED CURRENTLY, FOR THE OPERATIONS OF MUNSON HEALTHCARE AS A PARENT ORGANIZATION IN THE SYSTEM. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | SELF INSURANCE | INSURANCE | $1,478,819 |
| CENTRAL AMERICA AND THE CARIBBEAN | SELF INSURANCE | INCREASE INVESTMENT | $497,500 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENT | INSURANCE INVESTMENT | $6,008,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $7,985,146 | SubtotalSpentAmt |
| Total Spent | $7,985,146 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PAGE 1, PART I, LINE 3 | CENTRAL AMERICA AND THE CARIBBEAN 1,478,819 0 CENTRAL AMERICA AND THE CARIBBEAN 0 497,500 CENTRAL AMERICA AND THE CARIBBEAN 0 6,008,827 |
| SCHEDULE F, PAGE 5, PART V | EXPENDITURES ARE REPORTED BASED ON THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | 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 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | |||||||||||||
| PRESIDENT & CEO | $736,346 | $176,677 | $8,699 | $154,003 | $28,199 | $1,103,924 | |||||||
| ALFRED E PILONG JR | |||||||||||||
| DIRECTOR | $501,630 | $136,730 | $20,956 | $89,004 | $22,726 | $771,046 | |||||||
| MARK A HEPLER | |||||||||||||
| CFO | $378,650 | $62,803 | $61,759 | $60,161 | $20,876 | $584,249 | $11,832 | ||||||
| CHRISTOPHER J PODGES | |||||||||||||
| VP & CHIEF INFO OFFI | $298,323 | $44,284 | $3,919 | $36,135 | $27,943 | $410,604 | |||||||
| SUZANNE K PETERS | |||||||||||||
| VP HUMAN RESOURCES | $233,476 | $54,887 | $33,768 | $28,630 | $19,618 | $370,379 | $4,620 | ||||||
| RACHEL ROE | |||||||||||||
| VP LEGAL | $233,260 | $27,428 | $17,630 | $11,900 | $23,073 | $313,291 | |||||||
| CHRISTINE NEFCY MD | |||||||||||||
| CHIEF MEDICAL OFFICE | $373,621 | $60,979 | $19,446 | $52,578 | $21,318 | $527,942 | |||||||
| THOMAS PETERSON | |||||||||||||
| VP QUALITY & SAFETY | $308,253 | $40,824 | $20,754 | $15,355 | $20,518 | $405,704 | |||||||
| LAURA GLENN | |||||||||||||
| PRES AMBULATORY SERV | $335,300 | $20,812 | $192 | $5,334 | $25,587 | $387,225 | |||||||
| JOHN BECKETT MD | |||||||||||||
| CHEIF MEDICAL INFORM | $295,602 | $22,195 | $19,740 | $8,840 | $28,311 | $374,688 | |||||||
| KEVIN OMILUSIK MD | |||||||||||||
| CHEIF MEDICAL OFFICE | $144,461 | $338 | $8,100 | $4,098 | $156,997 | $154,078 | $14,285 | $354 | $4,613 | $173,330 | |||
| PAUL SHIRILLA | |||||||||||||
| EXEC ADVISOR/COUNSEL | $84,986 | $62,193 | $184,136 | $8,632 | $339,947 | $60,569 | |||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 4 | EDWIN A. NESS 0 140,375 0 ALFRED E. PILONG, JR. 0 75,376 0 MARK A. HEPLER 0 37,442 0 CHRISTOPHER J. PODGES 0 18,236 0 SUZANNE K. PETERS 0 14,622 0 RACHEL ROE 0 2,219 0 CHRISTINE NEFCY, MD 0 38,950 0 THOMAS PETERSON 0 11,485 0 JOHN BECKETT, MD 0 3,312 0 PAUL SHIRILLA 0 17,905 0 |
| SCHEDULE J, PART III | SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 62. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. VICE-PRESIDENTS ARE ELIGIBLE TO PARTICIPATE IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION, FUNDED ANNUALLY, AT THE SOLE DISCRETION OF MUNSON. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY HOOK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $133,005 | TransactionAmt |
| Transaction | COMPENSATION PAID | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | EMPLOYEE IS THE FAMILY MEMBER OF BOARD MEMBER JAY HOOK. | 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 IS A MEMBERSHIP ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THERE ARE TWO CLASSES OF MEMBERS OF MUNSON HEALTHCARE: (1) ELECTED MEMBERS; AND (2) EX-OFFICIO MEMBERS. THERE IS NO SEPARATE VOTING BY CLASS ON MATTERS BROUGHT TO VOTE BY THE MEMBERS. EACH ELECTED MEMBER AND EACH EX-OFFICIO MEMBER SHALL HAVE ONE (1) VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. THE ELECTED MEMBERS OF THE CORPORATION SHALL CONSIST OF NOT MORE THAN TWO HUNDRED (200) PERSONS, AT LEAST TWO-THIRDS OF WHOM SHALL BE RESIDENTS OF GRAND TRAVERSE, LEELANAU, BENZIE, KALKASKA AND ANTRIM COUNTIES OF THE STATE OF MICHIGAN AT THE TIME OF THEIR ELECTION TO MEMBERSHIP. NO PERSON SHALL BE ELIGIBLE AS AN ELECTED MEMBER AFTER ATTAINING THE AGE OF EIGHTY-FIVE. EACH ELECTED MEMBER SHALL BE NOMINATED BY THE BOARD OF DIRECTORS PURSUANT TO RECOMMENDATION BY THE GOVERNANCE COMMITTEE AND ELECTED BY THE MEMBERS TO SERVE A FIVE (5) YEAR TERM. AN ELECTED MEMBER'S TERM SHALL AUTOMATICALLY CEASE IN THE EVENT THE INDIVIDUAL BECOMES AN EX-OFFICIO MEMBER. THE ELECTED MEMBERS SHALL BE DIVIDED INTO STAGGERED TERMS SO THAT NEARLY EQUAL NUMBERS SHALL BE ELECTED EACH YEAR. THE EX-OFFICIO MEMBERS OF THE CORPORATION SHALL CONSIST OF EACH DIRECTOR OR TRUSTEE SERVING ON THE BOARDS OF DIRECTORS OR BOARD OF TRUSTEES OF CERTAIN SUBSIDIARY AND AFFILIATE ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE MEMBERS VOTE TO ELECT THE ELECTED MEMBERS AND THE ELECTED DIRECTORS OF THE CORPORATION. ADDITIONALLY, ANY AMENDMENT, REPEAL OR ADOPTION OF NEW BYLAWS, TO THE EXTENT IT AFFECTS THE RIGHTS AND POWERS OF THE MEMBERS OF THE CORPORATION, SHALL BE EFFECTIVE ONLY UPON RATIFICATION BY THE MEMBERS. CERTAIN ACTIONS UNDER THE MICHIGAN NONPROFIT CORPORATIONS ACT ALSO REQUIRE THE APPROVAL OF THE MEMBERSHIP INCLUDING A MERGER, CONSOLIDATION, CORPORATE REORGANIZATION, SALE OF SUBSTANTIALLY ALL THE ASSETS, AMENDMENT OF THE ARTICLES OF INCORPORATION AND DISSOLUTION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE MUNSON HEALTHCARE BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. 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 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 | THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE 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 EIGHT 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. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT 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. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON EXECUTIVES IS DETERMINED IN PART BY MEASURABLE PROGRESS TOWARD THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALITY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. MUNSON HEALTHCARE'S INTENT FOR EXECUTIVE BASE COMPENSATION IS TO BE AT THE MEDIAN WHEN COMPARED TO LIKE-SIZE NON-PROFIT HOSPITALS AND HEALTHCARE SYSTEMS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES FOR MUNSON HEALTHCARE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON HEALTHCARE ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HEALTHCARE DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE PREPARES AND DISTRIBUTES AN ANNUAL REPORT TO THE COMMUNITY, WHICH CONTAINS FINANCIAL AS WELL AS PROGRAM DATA. |
| FORM 990, PART XI, LINE 9 | TRANSFER FROM MUNSON MOBILE IMAGING 954,522 TRANSFER FROM MUNSON MEDICAL CENTER 12,325,000 TRANSFER FROM MHC CADILLAC 2,000,000 TRANSFER FROM MHC CHARLEVOIX HOSPITAL 95,529 NET PERIODIC PENSION COST 724,596 TRANSFER TO NORTH FLIGHT INC. -750,000 TRANSFER TO MUNSON MEDICAL GROUP -10,000,000 TOTAL 5,349,647 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 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 | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON DIALYSIS CENTER | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383097861 | DIALYSIS | MI | C3 | 3 | MUNSON HC | HEALTHCARE | Yes (true) | |
| MUNSON HEALTHCARE FOUNDATIONS | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | C3 | 7 | MUNSON HC | HEALTHCARE | Yes (true) | |
| MUNSON HOME CARE | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | C3 | 10 | MUNSON HC | MUNSON HOME HEATLH | Yes (true) | |
| MUNSON HOME HEALTH | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383335362 | HOME HEALT | MI | C3 | 12B | MUNSON HC | HEALTHCARE | Yes (true) | |
| MUNSON HOME SERVICES | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | C3 | 10 | MUNSON HC | MUNSON HOME HEALTH | Yes (true) | |
| MUNSON MEDICAL CENTER | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | C3 | 3 | MUNSON HC | HEALTHCARE | Yes (true) | |
| NORTH FLIGHT INC | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | C3 | 12B | MUNSON HC | HEALTHCARE | Yes (true) | |
| PAUL OLIVER MEMORIAL HOSPITAL | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | HEALTHCARE | MI | C3 | 3 | MUNSON HC | HEALTHCARE | Yes (true) | |
| MUNSON MEDICAL GROUP | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 273600575 | PHYSICIAN | MI | C3 | 10 | MUNSON MED | MUNSON MEDICAL CENTER | Yes (true) | |
| MUNSON HEALTHCARE CADILLAC | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471156297 | HEALTHCARE | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) | |
| MUNSON HEALTHCARE GRAYLING | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471161992 | HEALTHCARE | 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 MANISTEE | ||||||||||||
| 1465 E PARKDALE AVE | MANISTEE | MI | 496609709 | 383565083 | RAISE FUND | MI | C3 | 12A | MHC MANIST | HOSPITAL | Yes (true) | HOSPITAL FOUNDATION |
| MUNSON HEALTHCARE OTSEGO MEMORIAL H | ||||||||||||
| 825 N CENTER AVE | GAYLORD | MI | 497351592 | 381303843 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) | HOSPITAL |
| MUNSON HEALTHCARE OTSEGO MEMORIAL | ||||||||||||
| 825 N CENTER AVE | GAYLORD | MI | 497351592 | 382135473 | RAISE FUND | MI | C3 | 12A | MHC OTSEGO | HOSPITAL | Yes (true) | HOSPITAL FOUNDATION |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL BUILDING PARTNERS | |||||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382830005 | REAL ESTAT | MI | N/A | false | false | ||||||
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |||||||||||||||
| 2651 AERO PARK DR | TRAVERSE CITY | MI | 49686 | 383453378 | SUPPLY PUR | MI | false | Yes (true) | MUNSON HEA | MUNSON HEALTHCARE | RELATED | $11,546 | $3,242,806 | 0.67750 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 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 SUPPORT SERVICES | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382872821 | LAUNDRY | MI | N/A | Yes (true) | |
| MEDICAL OFFICE BUILDING CONDOMINIUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383567278 | REAL ESTAT | MI | N/A | Yes (true) | ASSOCIATION |
| 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) | |
| MEDICAL OFFICE CONDOMINIUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 201902620 | REAL ESTAT | MI | N/A | Yes (true) | ASSOCATION |
| MUNSON MOBILE IMAGING | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382704069 | IMAGING | MI | N/A | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (70 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MUNSON DIALYSIS CENTER | ||
| L | $218,033 | ACTUAL AMOUNT PAID |
| MUNSON DIALYSIS CENTER | ||
| P | $285,916 | ACTUAL AMOUNT PAID |
| MUNSON DIALYSIS CENTER | ||
| Q | $700,832 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| C | $2,000,000 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| L | $8,943,605 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| O | $139,126 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| P | $4,576,235 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| Q | $9,393,732 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| C | $95,529 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| L | $2,229,376 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| P | $418,280 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| Q | $4,289,742 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| S | $536,693 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE FOUNDATIONS | ||
| C | $216,617 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE FOUNDATIONS | ||
| L | $614,303 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE FOUNDATIONS | ||
| P | $122,670 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE FOUNDATIONS | ||
| Q | $218,901 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| L | $8,443,035 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| P | $4,534,171 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| Q | $8,686,279 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| L | $2,776,611 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| O | $78,892 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| P | $1,822,923 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| Q | $2,039,367 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE OTSEGO MEMORIAL | ||
| Q | $891,474 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE OTSEGO MEMORIAL H | ||
| L | $1,271,073 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE OTSEGO MEMORIAL H | ||
| P | $63,459 | ACTUAL AMOUNT PAID |
| MUNSON HOME CARE | ||
| L | $1,165,037 | ACTUAL AMOUNT PAID |
| MUNSON HOME CARE | ||
| P | $1,919,876 | ACTUAL AMOUNT PAID |
| MUNSON HOME CARE | ||
| Q | $3,960,880 | ACTUAL AMOUNT PAID |
| MUNSON HOME SERVICES | ||
| L | $400,786 | ACTUAL AMOUNT PAID |
| MUNSON HOME SERVICES | ||
| P | $398,940 | ACTUAL AMOUNT PAID |
| MUNSON HOME SERVICES | ||
| Q | $908,918 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| C | $12,325,000 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| L | $51,376,242 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| M | $67,062 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| O | $1,133,611 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| P | $43,668,484 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| Q | $64,378,394 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| R | $690,850 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| S | $596,027 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL GROUP | ||
| B | $10,000,000 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL GROUP | ||
| L | $916,429 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL GROUP | ||
| P | $1,799,909 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL GROUP | ||
| Q | $3,673,528 | ACTUAL AMOUNT PAID |
| MUNSON MOBILE IMAGING | ||
| C | $954,522 | ACTUAL AMOUNT PAID |
| MUNSON PROFESSIONAL BUILDING | ||
| R | $58,573 | ACTUAL AMOUNT PAID |
| MUNSON SERVICES INC | ||
| B | $500,000 | ACTUAL AMOUNT PAID |
| MUNSON SERVICES INC | ||
| L | $366,141 | ACTUAL AMOUNT PAID |
| MUNSON SERVICES INC | ||
| P | $353,549 | ACTUAL AMOUNT PAID |
| MUNSON SERVICES INC | ||
| Q | $616,579 | ACTUAL AMOUNT PAID |
| MUNSON SUPPORT SERVICES | ||
| L | $318,294 | ACTUAL AMOUNT PAID |
| MUNSON SUPPORT SERVICES | ||
| P | $196,353 | ACTUAL AMOUNT PAID |
| MUNSON SUPPORT SERVICES | ||
| Q | $400,820 | ACTUAL AMOUNT PAID |
| NORTH FLIGHT INC | ||
| B | $750,000 | ACTUAL AMOUNT PAID |
| NORTH FLIGHT INC | ||
| L | $397,849 | ACTUAL AMOUNT PAID |
| NORTH FLIGHT INC | ||
| P | $493,412 | ACTUAL AMOUNT PAID |
| NORTH FLIGHT INC | ||
| Q | $1,838,972 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| L | $525,038 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| P | $974,086 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| Q | $1,869,485 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| L | $1,726,690 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| O | $70,082 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| P | $1,015,723 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| Q | $2,433,429 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| S | $59,280 | ACTUAL AMOUNT PAID |
| SIXTH STREET DRUGS | ||
| C | $500,000 | ACTUAL AMOUNT PAID |
| SIXTH STREET DRUGS | ||
| L | $116,716 | ACTUAL AMOUNT PAID |
| SIXTH STREET DRUGS | ||
| P | $127,705 | ACTUAL AMOUNT PAID |
| SIXTH STREET DRUGS | ||
| Q | $166,509 | ACTUAL AMOUNT PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | MUNSON HEALTHCARE 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 |