MUNSON HEALTHCARE FOUNDATIONS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON HEALTHCARE FOUNDATIONS (EIN 38-2642724)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349309018
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:27:21-04:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382642724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE REGIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| 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 | MARK A HEPLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2319355000 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DESIREE WORTHINGTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 MEDICAL CAMPUS DRIVE | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,239,050 | 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 | INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH THE MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PARTICIPATE IN ESTABLISHING AND ACHIEVING MUNSON HEALTHCARE'S REGIONAL FUNDRAISING TARGETS AND GOALS IN AC | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,423,103 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,366,430 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,385,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,616,733 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,570,688 | PYInvestmentIncomeAmt |
| CY Investment Income | $418,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,662 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,916 | CYOtherRevenueAmt |
| PY Total Revenue | $8,377,491 | PYTotalRevenueAmt |
| CY Total Revenue | $10,396,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,598,795 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,978,224 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $660,339 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $822,553 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $45,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,764 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,199,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $693,146 | PYOtherExpensesAmt |
| CY Other Expenses | $810,193 | CYOtherExpensesAmt |
| PY Total Expenses | $6,997,280 | PYTotalExpensesAmt |
| CY Total Expenses | $15,647,734 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,380,211 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,250,812 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,281,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,292,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $350,185 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $357,083 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,931,365 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,935,614 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH THE MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PARTICIPATE IN ESTABLISHING AND ACHIEVING MUNSON HEALTHCARE'S REGIONAL FUNDRAISING TARGETS AND GOALS IN AC | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,446,359 | ExpenseAmt |
| Grant | $11,446,359 | GrantAmt |
| Revenue | $619,622 | RevenueAmt |
| Desc | FUNDS FOR THE SUPPORT OF MUNSON MEDICAL CENTER, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDE CONSTRUCTION OF THE CANCER CENTER, UNMET HEALTHCARE NEEDS OF PATIENTS IN THE MUNSON SERVICE AREA, MEDICAL EQUIPMENT PURCHASES, SUPPORT FOR THE SHAPE UP NORTH PROGRAM, DIABETES EDUCATION, WOMEN'S CANCER FUND DISTRIBUTIONS TO PATIENTS, CONTINUING MEDICAL EDUCATION, NURSING AND STAFF TRAINING, SUPPORT OF MUNSON MANOR AND OTHER HOSPITAL BASED PROGRAMS, AND SUPPORT FOR GROWTH OF CANCER RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $313,863 | ExpenseAmt |
| Grant | $313,863 | GrantAmt |
| Revenue | $60,000 | RevenueAmt |
| Desc | FUNDS TO SUPPORT MUNSON HOME CARE'S HOSPICE & PALLIATIVE CARE PROGRAM WHICH PROVIDES COMPASSIONATE, END-OF-LIFE CARE TO PATIENTS AND FAMILIES IN NORTHWEST MICHIGAN (INCLUDING ANTRIM, BENZIE, GRAND TRAVERSE, KALKASKA, LEELANAU, MANISTEE, MASON, OTSEGO AND WEXFORD COUNTIES). THE HEART OF THE PROGRAM'S MISSION IS TO SERVE INDIVIDUALS AND THEIR FAMILIES DURING THEIR GREATEST TIME OF NEED. SINCE 1978, MUNSON HOME CARE HAS CARED FOR OVER 10,000 PATIENTS LIVING WITH ADVANCED ILLNESS OR CONDITION, THEIR CAREGIVERS, AND THOSE WHO HAVE LOST A LOVED ONE-REGARDLESS OF AGE, RACE, RELIGION OR FINANCIAL CIRCUMSTANCES. MUNSON HOSPICE'S PROFESSIONAL STAFF AND DEDICATED VOLUNTEERS OFFER COMFORT, PEACE, AND COMPASSION IN THE HOME OR AT THE HOSPICE HOUSE, WHICH IS LOCATED ON THE CAMPUS OF MUNSON MEDICAL CENTER. ADDITIONALLY, MUNSON HOSPICE PROVIDES GRIEF SUPPORT SERVICES TO FAMILIES FOR UP TO ONE YEAR AFTER THE LOSS OF A LOVED ONE. HOSPICE BEREAVEMENT COUNSELORS ARE FREQUENTLY REQUESTED BY AREA SCHOOLS TO HELP STUDENTS AND TEACHERS COPE WITH THE TRAUMATIC DEATH OF A CLASSMATE OR OTHER CRISIS. OUR INNOVATIVE PALLIATIVE CARE PROGRAM GUIDES PATIENTS AND FAMILIES THROUGH DIFFICULT CONVERSATIONS AND CHOICES ABOUT TREATMENT AND PAIN MANAGEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,039,227 | ExpenseAmt |
| Grant | $2,039,227 | GrantAmt |
| Revenue | $70,058 | RevenueAmt |
| Desc | FUNDS FOR THE SUPPORT OF PAUL OLIVER MEMORIAL HOSPITAL, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDED CONSTRUCTION OF AN ADDITION TO THE HOSPITAL, REPLACEMENT OF THE WATER FILTRATION SYSTEM TO ACCOMODATE GROWTH IN THE DIALYSIS CENTER, MEDICAL EQUIPMENT PURCHASES, AND THE PURCHASE OF BEDS FOR LONG TERM CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $178,775 | ExpenseAmt |
| Grant | $178,775 | GrantAmt |
| Revenue | $866,808 | RevenueAmt |
| Desc | THE MUNSON HEALTHCARE REGIONAL FOUNDATION GRANTS FUNDS TO PROVIDE FOR UNMET HEALTH CARE NEEDS IN THE MUNSON HEALTHCARE SERVICE AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $178,775 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $178,775 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $866,808 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,978,224 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| 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 (20 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 |
|---|---|---|---|---|---|---|---|
| EDWIN NESS | |||||||
| DIRECTOR | 10.00 | 30.00 | Yes (X) | $0 | $946,289 | $158,407 | |
| DAVID GORDON MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $216,779 | $0 | ||
| DESIREE WORTHINGTON | |||||||
| PRESIDENT | 34.00 | 6.00 | Yes (X) | $0 | $199,212 | $40,779 | Yes (X) |
| LORRAINE BEERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $84,252 | $12,257 | ||
| KATHY DIXON | |||||||
| CHAIR | 4.00 | 2.00 | Yes (X) | $0 | $9,375 | $0 | Yes (X) |
| KYLE CARR MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $5,000 | $0 | ||
| CHARLIE BUMB | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $3,125 | $0 | ||
| DAVID WRIGHT MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $2,300 | $0 | ||
| ANN WARD GREGORY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE JULIAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA GLINES MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD YOCUM | |||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH WATKINS TRIPPE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM MONTGOMERY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA FIEBING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HUNTER | |||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RAYMOND J LUDWA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE G MARSH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD PLATT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A HEPLER | |||||||
| CFO | 2.00 | 38.00 | $0 | $468,212 | $78,339 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,934,544 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $289,782 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHIORSI AND SORRENTI INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MADISON AVENUE | AddressLine1Txt |
| City | WYCKOFF | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PLANNING SERVIC | ServicesDesc |
| Compensation | $105,577 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $72,685 | FundraisingAmt |
| All Other Contributions | $8,293,745 | AllOtherContributionsAmt |
| Total Contributions | $8,366,430 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICE REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $1,616,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,616,733 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,616,733 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $419,044 | TotalRevenueColumnAmt |
| Exclusion | $419,044 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,821,543 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,821,912 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$369 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$369 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,176 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,685 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,216 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,040 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,396,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,616,488 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $419,044 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,967,724 | TotalAmt |
| Program Services | $13,967,724 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Program Services | $10,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,906 | TotalAmt |
| Management And General | $142,616 | ManagementAndGeneralAmt |
| Fundraising | $536,290 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,422 | TotalAmt |
| Management And General | $2,463 | ManagementAndGeneralAmt |
| Fundraising | $7,959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,730 | TotalAmt |
| Management And General | $18,132 | ManagementAndGeneralAmt |
| Fundraising | $58,598 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,495 | TotalAmt |
| Management And General | $13,350 | ManagementAndGeneralAmt |
| Fundraising | $43,145 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,759 | TotalAmt |
| Management And General | $38,759 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600 | TotalAmt |
| Management And General | $3,600 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,764 | TotalAmt |
| Fundraising | $36,764 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,853 | TotalAmt |
| Management And General | $131,363 | ManagementAndGeneralAmt |
| Fundraising | $310,490 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595 | TotalAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
| Fundraising | $462 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,556 | TotalAmt |
| Management And General | $53,813 | ManagementAndGeneralAmt |
| Fundraising | $99,743 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,316 | TotalAmt |
| Management And General | $19,855 | ManagementAndGeneralAmt |
| Fundraising | $5,461 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,914 | TotalAmt |
| Management And General | $5,746 | ManagementAndGeneralAmt |
| Fundraising | $27,168 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40 | TotalAmt |
| Fundraising | $40 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,872 | TotalAmt |
| Management And General | $13,872 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $46,554 | $22,680 | $23,874 |
| COMMUNITY DEVELOPMENT | $19,311 | $19,311 | |
| DONOR RECOGNITION | $18,259 | $18,259 | |
| DIETARY TRANSFERS | $14,990 | $3,483 | $11,507 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574 | TotalAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
| Fundraising | $454 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,647,734 | TotalAmt |
| Program Services | $13,978,224 | ProgramServicesAmt |
| Management And General | $469,985 | ManagementAndGeneralAmt |
| Fundraising | $1,199,525 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,527,528 | BOYAmt |
| EOY | $476,596 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,760,169 | BOYAmt |
| EOY | $7,591,144 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,084 | BOYAmt |
| EOY | $6,604 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,370 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,647 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,964,399 | BOYAmt |
| EOY | $26,218,353 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,281,550 | BOYAmt |
| EOY | $34,292,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,262 | BOYAmt |
| EOY | $103,703 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,923 | BOYAmt |
| EOY | $253,380 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,185 | BOYAmt |
| EOY | $357,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,793,476 | BOYAmt |
| EOY | $2,793,476 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,986,786 | BOYAmt |
| EOY | $27,985,641 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,151,103 | BOYAmt |
| EOY | $3,156,497 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,931,365 | BOYAmt |
| EOY | $33,935,614 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,281,550 | BOYAmt |
| EOY | $34,292,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,250,812 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$222,374 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,477,435 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,448,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,343,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,012,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,423,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,366,430 | CurrentTaxYearAmt |
| Total | $32,593,473 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,448,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,343,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,012,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,423,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,366,430 | CurrentTaxYearAmt |
| Total | $32,593,473 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,599,745 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,993,728 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $255,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $282,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $430,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $419,044 | CurrentTaxYearAmt |
| Total | $1,665,118 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,258,591 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,632,033 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | SHARED SERVICE REVENUE IS A REIMBURSEMENT OF THE FOUNDATION'S EXPENSES BY MUNSON HEALTHCARE, MUNSON MEDICAL CENTER, AND SEVERAL OTHER ORGANIZATIONS THAT BENEFIT FROM THE FOUNDATION'S FUNDRAISING EFFORTS. THE REIMBURSEMENT IS NOT CONSIDERED SUPPORT OF THE FOUNDATION, BUT MERELY A REIMBURSEMENT OF EXPENSES TO COVER THE COST OF THE FOUNDATION'S OPERATIONS. THEREFORE, THE REIMBURSEMENT AMOUNTS ARE NOT INCLUDED IN THE SUPPORT SCHEDULE, IN ACCORDANCE WITH THE INSTRUCTION DEFINITIONS. | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,422,643 | BeginningYearBalanceAmt |
| Contributions | $11,059,183 | ContributionsAmt |
| Investment Earnings Or Losses | $328,647 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,032,796 | GrantsOrScholarshipsAmt |
| Other Expenditures | $59,957 | OtherExpendituresAmt |
| Administrative Expenses | $132,345 | AdministrativeExpensesAmt |
| End Year Balance | $26,585,375 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,831,705 | BeginningYearBalanceAmt |
| Contributions | $7,499,180 | ContributionsAmt |
| Investment Earnings Or Losses | $867,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,598,795 | GrantsOrScholarshipsAmt |
| Other Expenditures | $56,112 | OtherExpendituresAmt |
| Administrative Expenses | $120,954 | AdministrativeExpensesAmt |
| End Year Balance | $29,422,643 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,399,233 | BeginningYearBalanceAmt |
| Contributions | $10,171,658 | ContributionsAmt |
| Investment Earnings Or Losses | $2,270,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,863,765 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,010 | OtherExpendituresAmt |
| Administrative Expenses | $116,471 | AdministrativeExpensesAmt |
| End Year Balance | $26,831,705 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,821,953 | BeginningYearBalanceAmt |
| Contributions | $5,774,729 | ContributionsAmt |
| Investment Earnings Or Losses | $1,373,877 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,467,772 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,867 | OtherExpendituresAmt |
| Administrative Expenses | $69,687 | AdministrativeExpensesAmt |
| End Year Balance | $23,399,233 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,412,634 | BeginningYearBalanceAmt |
| Contributions | $4,422,499 | ContributionsAmt |
| Investment Earnings Or Losses | $377,826 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,293,008 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,689 | OtherExpendituresAmt |
| Administrative Expenses | $76,309 | AdministrativeExpensesAmt |
| End Year Balance | $18,821,953 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.11870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.88130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,647 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIAB FOR CHARITBLE GIFT ANNUITY | Desc |
| Amt | $253,380 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $253,380 | 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 MUNSON HEALTHCARE REGIONAL FOUNDATION HOLDS PERMANENT ENDOWMENT FUNDS FOR MUNSON MEDICAL CENTER, BROTHER CORPORATION; FOR HEALTHCARE RELATED SCHOLARSHIPS; AND FOR OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM. QUASI-ENDOWMENT FUNDS ARE HELD FOR A VARIETY OF HEALTHCARE NEEDS IN THE MUNSON HEALTHCARE SYSTEM. THESE INCLUDE CAPITAL REPLACEMENT AND EXPANSION; SUSTAINING FUNDS FOR SPECIFIC PROGRAMS INCLUDING THE MUNSON HOSPICE HOUSE, THE MUNSON HOSPITALITY HOUSE, PEDIATRIC PROGRAMS, WOMEN'S HEALTH ISSUES, DIABETES INITIATIVES, COMMUNITY HEALTH NEEDS, RESEARCH, PATIENT TRANSPORT, PROFESSIONAL AND PATIENT EDUCATION, AND MANY OTHER IDENTIFIED INTERESTS OF MUNSON HEALTHCARE AND THE COMMUNITIES IT SERVES; AND FUNDS FOR PATIENTS WHO REQUIRE FINANCIAL ASSISTANCE TO OBTAIN HEALTH CARE OR FURTHER THEIR ABILITY TO RECEIVE HEALTH CARE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| THE GARROW COMPANY | |||||||
| 6419 SOUTH GARFIELD AVENUE | WILLOWBROOK | IL | 60527 | GENERAL | false | $21,186 | -$21,186 |
| GHIORSI & SORRENTI | |||||||
| 255 MADISON AVENUE | WYCKOFF | NJ | 07481 | CAPITAL | false | $15,577 | -$15,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $36,763 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$36,763 | TotalNetToOrganizationAmt |
| Licensed States | MI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOSPICE BREAKFA | Event1Nm |
| Gross Receipts Event1 | $42,860 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $42,860 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $665 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,814 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,877 | OtherDirectExpensesEvent1Amt |
| Event2 | GRAYLING GOFT E | Event2Nm |
| Gross Receipts Event2 | $19,293 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,703 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,590 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $280 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $2,094 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,640 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,527 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $255 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,708 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $15,122 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,586 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $229 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $3,413 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,422 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $87,861 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $72,685 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,176 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $280 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,323 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,305 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,754 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,554 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,216 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,040 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL CENTER | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | (3) | $1,192,408 | OPERATIONAL SUPPORT |
| MUNSON HOME CARE | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | (3) | $277,018 | OPERATIONAL SUPPORT |
| MUNSON HEALTHCARE | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382640544 | (3) | $10,000 | OPERATIONAL SUPPORT |
| MUNSON MEDICAL CENTER | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | (3) | $10,253,951 | CAPITAL SUPPORT |
| MUNSON HEALTHCARE GRAYLING | |||||||
| 1100 E MICHIGAN AVE | GRAYLING | MI | 49738 | 471161992 | (3) | $57,873 | OPERATIONAL SUPPORT |
| MUNSON HOME CARE | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | (3) | $36,845 | CAPITAL SUPPORT |
| MUNSON HEALTHCARE GRAYLING | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471161992 | (3) | $40,958 | CAPITAL SUPPORT |
| PAUL OLIVER MEMORIAL HOSPITAL | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | (3) | $2,039,227 | CAPITAL SUPPORT |
| MUNSON HEALTHCARE CADILLAC | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471156297 | (3) | $9,444 | OPERATIONAL SUPPORT |
| MUNSON MEDICAL GROUP | |||||||
| 1105 SIXTH STREET | TRAVERSE CITY | MI | 49684 | 273600575 | (3) | $50,000 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SPONSORED SCHOLARSHIPS | 2 | $10,000 | CASH |
| HEALTHCARE PROGRAM | 1 | $500 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE MUNSON HEALTHCARE REGIONAL FOUNDATION AWARDS MOST GRANTS IN THE MUNSON HEALTHCARE SYSTEM BASED ON AN APPLICATION PROCESS. MANY GRANTS ARE AWARDED AS A REIMBURSEMENT FOR PRE-APPROVED SERVICES AND PURCHASES. ONGOING SUPPORT IS PROVIDED TO A NUMBER OF PROGRAMS IN THE MUNSON HEALTHCARE SYSTEM BASED ON PROTOCOLS ESTABLISHED WITH CASE MANAGERS WORKING FOR THE DEPARTMENTS WHICH APPLY FOR ASSISTANCE. THE ASSISTANCE CAN EITHER BE REQUESTED FOR THE DEPARTMENT THEMSELVES OR ON BEHALF OF PATIENTS WHO INDICATE AN UNMET NEED THAT POSES A BARRIER TO THE RECEIPT OF HEALTH CARE SERVICES. THE MUNSON HEALTHCARE REGIONAL FOUNDATION SPONSORS TWO SCHOLARSHIPS AT MICHIGAN STATE UNIVERSITY. THE RECIPIENTS OF THE SCHOLARSHIPS ARE CHOSEN BY A COMMITTEE AT THE UNIVERSITY. THE MUNSON HEALTHCARE SYSTEM HAS A REPRESENTATIVE ON THAT COMMITTEE. CURRENTLY THE REPRESENTATIVE IS THE VP OF MEDICAL AFFAIRS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|
| EDWIN NESS | |||||||
| DIRECTOR | $661,413 | $281,714 | $3,162 | $134,735 | $23,672 | $1,104,696 | |
| DAVID GORDON MD | |||||||
| DIRECTOR | $216,779 | $216,779 | |||||
| DESIREE WORTHINGTON | |||||||
| PRESIDENT | $171,928 | $27,027 | $257 | $19,414 | $21,365 | $239,991 | |
| MARK A HEPLER | |||||||
| CFO | $333,352 | $103,661 | $31,199 | $54,461 | $23,878 | $546,551 | $8,670 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 NESS 0 122,059 0 DESIREE WORTHINGTON 0 10,680 0 MARK A. HEPLER 0 34,460 0 |
| SCHEDULE J, PART III | EXECUTIVE 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. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH THE MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PARTICIPATE IN ESTABLISHING AND ACHIEVING MUNSON HEALTHCARE'S REGIONAL FUNDRAISING TARGETS AND GOALS IN ACCORDANCE WITH MUNSON HEALTHCARE'S FUNDRAISING PLANS AND STRATEGIES; AND G) TO SUPPORT AND PARTICIPATE IN THE ACHIEVEMENT OF THE MISSION OF MUNSON HEALTHCARE AND ITS AFFILIATES, CONSISTENT WITH THEIR COLLECTIVE MISSION. |
| FORM 990, PAGE 2, PART III, LINE 4B | CENTER. ADDITIONALLY, MUNSON HOSPICE PROVIDES GRIEF SUPPORT SERVICES TO FAMILIES FOR UP TO ONE YEAR AFTER THE LOSS OF A LOVED ONE. HOSPICE BEREAVEMENT COUNSELORS ARE FREQUENTLY REQUESTED BY AREA SCHOOLS TO HELP STUDENTS AND TEACHERS COPE WITH THE TRAUMATIC DEATH OF A CLASSMATE OR OTHER CRISIS. OUR INNOVATIVE PALLIATIVE CARE PROGRAM GUIDES PATIENTS AND FAMILIES THROUGH DIFFICULT CONVERSATIONS AND CHOICES ABOUT TREATMENT AND PAIN MANAGEMENT. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE MUNSON HEALTHCARE REGIONAL FOUNDATION GRANTS FUNDS TO PROVIDE FOR UNMET HEALTH CARE NEEDS IN THE MUNSON HEALTHCARE SERVICE AREA. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MUNSON HEALTHCARE, AS THE SOLE MEMBER, ELECTS THE DIRECTORS FOR ALL SUBSIDIARY ENTITIES. NOMINATIONS TO MUNSON HEALTHCARE FOR SUBSIDIARY DIRECTORS ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. ADDITIONALLY, THE PRESIDENT OF MUNSON HEALTHCARE OR DESIGNEE AND THE PRESIDENT OF THE MUNSON HEALTHCARE REGIONAL FOUNDATION SERVE AS TRUSTEES ON AN EX-OFFICIO BASIS, WITH VOTE. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE MUNSON HEALTHCARE REGIONAL FOUNDATION TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; AND APPOINTMENT OF THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE MUNSON HEALTHCARE REGIONAL FOUNDATION BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. THE MUNSON HEALTHCARE REGIONAL FOUNDATION 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 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 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. 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 HEALTHCARE SYSTEM 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 IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES FOR THE MUNSON HEALTHCARE REGIONAL FOUNDATION AND MUNSON HEALTHCARE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON HEALTHCARE REGIONAL FOUNDATION ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. THE MUNSON HEALTHCARE REGIONAL FOUNDATION DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | EQUITY TRANSFER FROM PAUL OLIVER FOUNDATION 3,477,435 TOTAL 3,477,435 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 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 | Direct Controlling NADirectControllingNACd | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 11B | false | N/A | |||
| MUNSON HOME CARE | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | C3 | 9 | MUN HOME H | MUNSON HOME HEALTH | Yes (true) | ||
| MUNSON HOME HEALTH | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383335362 | HOME HEALT | MI | C3 | 11B | MUNSON HC | MUNSON HEALTHCARE | Yes (true) | ||
| MUNSON HOME SERVICES | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | C3 | 9 | MUN HOME H | MUNSON HOME HEALTH | Yes (true) | ||
| MUNSON MEDICAL CENTER | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) | ||
| NORTH FLIGHT INC | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | C3 | 11B | 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) | ||
| PAUL OLIVER MEMORIAL HOSPITAL FOUND | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 237201619 | RAISE FUND | MI | C3 | 7 | PAUL OLV H | PAUL OLIVER MEMORIAL HOSPITAL | Yes (true) | ||
| MUNSON MEDICAL GROUP | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 273600575 | PHYSICIAN | MI | C3 | 9 | MUNSON MED | MUNSON MEDICAL CENTER | 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 CADILLAC FOUNDATI | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 472857600 | RAISE FUND | MI | C3 | 7 | MHC CADILL | MUNSON HEALTHCARE CADILLAC | Yes (true) | ||
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381459366 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | |||
| MUNSON HEALTHCARE CHARLEVOIX | |||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 753078034 | RAISE FUND | MI | C3 | 11A | MHC CHARLE | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | PURCHASING | MI | N/A | false | false |
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) | |
| MUNSON SERVICES INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383144382 | PHARMACY | 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 |
| 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) | ASSOCIATION |
| 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 (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MUNSON HEALTHCARE | ||
| M | $356,010 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| Q | $128,717 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| P | $231,982 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC FOUND | ||
| L | $150,000 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| L | $65,000 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| B | $98,831 | ACTUAL AMOUNT PAID |
| MUNSON HOME CARE | ||
| L | $60,000 | ACTUAL AMOUNT PAID |
| MUNSON HOME CARE | ||
| B | $313,863 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| P | $681,867 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| S | $66,301 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| B | $11,446,359 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| B | $2,039,227 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL FOUND | ||
| C | $3,477,435 | ACTUAL AMOUNT PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | THE MUNSON HEALTHCARE REGIONAL FOUNDATION 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 |