MUNSON MEDICAL GROUP: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON MEDICAL GROUP (EIN 27-3600575)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201601379349302930
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T09:45:58-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273600575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON MEDICAL GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUNS | BusinessNameControlTxt |
| Phone | 2319355000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1188 | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 496851188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A HEPLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2319355000 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY BINDER | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,346,288 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO GROW AND DEVELOP A HIGHLY EFFECTIVE, MULTI-REGIONAL PHYSICIAN PRACTICE THAT IS A CENTRAL COMPONENT OF A COMMUNITY-FOCUSED, VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM SUPPORTING THE OPERATIONS OF MUNSON MEDICAL CENTER WITH A COMMITMENT TO EXCELLENCE AND THE ETHICAL DIRECTIVES OF THE MEDICAL PROFESSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 269 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $31,238 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,180 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,681,855 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,098,093 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,440 | PYOtherRevenueAmt |
| CY Other Revenue | $208,015 | CYOtherRevenueAmt |
| PY Total Revenue | $9,822,533 | PYTotalRevenueAmt |
| CY Total Revenue | $10,346,288 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,243,628 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,288,216 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | -$4,709,137 | PYOtherExpensesAmt |
| CY Other Expenses | -$6,056,441 | CYOtherExpensesAmt |
| PY Total Expenses | $15,534,491 | PYTotalExpensesAmt |
| CY Total Expenses | $16,231,775 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,711,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,885,487 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,555,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,875,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,277,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,882,669 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,277,834 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $992,347 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GROW AND DEVELOP A HIGHLY EFFECTIVE, MULTI-REGIONAL PHYSICIAN PRACTICE THAT IS A CENTRAL COMPONENT OF A COMMUNITY-FOCUSED, VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM SUPPORTING THE OPERATIONS OF MUNSON MEDICAL CENTER WITH A COMMITMENT TO EXCELLENCE AND THE ETHICAL DIRECTIVES OF THE MEDICAL PROFESSION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,798,312 | ExpenseAmt |
| Revenue | $10,306,108 | RevenueAmt |
| Desc | PROVIDE PHYSICIAN SERVICES TO THE COMMUNITY SERVED BY MUNSON MEDICAL CENTER THROUGH A MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE MODEL THAT IS FUNCTIONALLY INTEGRATED WITH THE GOVERNANCE AND MANAGEMENT SYSTEMS OF MUNSON MEDICAL CENTER. | Desc |
| Total Program Service Expenses | $13,798,312 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 269 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE SULAK MUNSON HEALTHCARE | PersonNm |
| Phone | 2319357777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 COPPER RIDGE DR | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $841,115 | $250,595 | ||
| ALFRED E PILONG JR | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $515,799 | $79,723 | ||
| MARK A HEPLER | ||||||||
| TREASURER/CF | 1.00 | 40.00 | Yes (X) | $0 | $353,242 | $66,354 | Yes (X) | |
| PAUL M SHIRILLA | ||||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $328,287 | $48,017 | Yes (X) | |
| DANIEL WEBSTER MD | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $285,633 | $41,138 | ||
| TIMOTHY BINDER | ||||||||
| PRESIDENT/CH | 40.00 | Yes (X) | $0 | $240,121 | $41,676 | Yes (X) | ||
| JOHN D FAICHNEY MD | ||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTO A CORPUS MD | ||||||||
| CARDIOLOGIST | 40.00 | $589,389 | $0 | $28,457 | Yes (X) | |||
| DINO RECCHIA MD | ||||||||
| CARDIOLOGIST | 40.00 | $585,489 | $0 | $33,898 | Yes (X) | |||
| BRIAN JAFFE MD | ||||||||
| CARDIOLOGIST | 40.00 | $579,734 | $0 | $37,061 | Yes (X) | |||
| ANTHONY B OCHOA MD | ||||||||
| CADIOLOGIST | 40.00 | $578,630 | $0 | $29,995 | Yes (X) | |||
| SASIDHARAN NAIR MD | ||||||||
| CARDIOLOGIST | 40.00 | $577,578 | $0 | $30,643 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,910,820 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,564,197 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $687,557 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $40,180 | GovernmentGrantsAmt |
| Total Contributions | $40,180 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE AND MEDICAID | 621110 | $5,850,595 | $5,850,595 |
| PATIENT CARE | 621110 | $4,247,498 | $4,247,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,098,093 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| QUALITY INCENTIVE PAYMENTS | 621110 | $109,267 | $109,267 |
| MISCELLANEOUS | 621110 | $98,748 | $98,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $208,015 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,346,288 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,306,108 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,552,410 | TotalAmt |
| Program Services | $17,513,611 | ProgramServicesAmt |
| Management And General | $2,038,799 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,403 | TotalAmt |
| Program Services | $807,411 | ProgramServicesAmt |
| Management And General | $93,992 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,502 | TotalAmt |
| Program Services | $470,706 | ProgramServicesAmt |
| Management And General | $54,796 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,901 | TotalAmt |
| Program Services | $1,172,417 | ProgramServicesAmt |
| Management And General | $136,484 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,468 | TotalAmt |
| Management And General | $2,468 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,504 | TotalAmt |
| Management And General | $3,504 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,614 | TotalAmt |
| Program Services | $448,883 | ProgramServicesAmt |
| Management And General | $582,731 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473 | TotalAmt |
| Management And General | $473 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,891 | TotalAmt |
| Program Services | $68,584 | ProgramServicesAmt |
| Management And General | $129,307 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,323 | TotalAmt |
| Program Services | $15,584 | ProgramServicesAmt |
| Management And General | $739 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,864 | TotalAmt |
| Program Services | $242,864 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,053 | TotalAmt |
| Program Services | $55,214 | ProgramServicesAmt |
| Management And General | $5,839 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,616 | TotalAmt |
| Program Services | $72,930 | ProgramServicesAmt |
| Management And General | $6,686 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,682 | TotalAmt |
| Program Services | $9,342 | ProgramServicesAmt |
| Management And General | $126,340 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT | $243,282 | $243,282 | |
| LICENSES | $21,967 | $21,967 | |
| MEDICAL SUPPLIES | $19,053 | $14,520 | $4,533 |
| REPAIRS & MAINTENANCE | $9,520 | $1,975 | $7,545 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$8,121,751 | TotalAmt |
| Program Services | -$7,360,978 | ProgramServicesAmt |
| Management And General | -$760,773 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,231,775 | TotalAmt |
| Program Services | $13,798,312 | ProgramServicesAmt |
| Management And General | $2,433,463 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,528 | BOYAmt |
| EOY | $291,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,175 | BOYAmt |
| EOY | $867,463 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,715,577 | BOYAmt |
| EOY | $2,715,577 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,555,280 | BOYAmt |
| EOY | $3,875,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277,446 | BOYAmt |
| EOY | $2,482,669 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $400,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277,446 | BOYAmt |
| EOY | $2,882,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,834 | BOYAmt |
| EOY | $992,347 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,834 | BOYAmt |
| EOY | $992,347 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,555,280 | BOYAmt |
| EOY | $3,875,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,885,487 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $5,600,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $109,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,180 | CurrentTaxYearAmt |
| Total | $180,716 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,521,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,185,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,809,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,791,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,306,108 | CurrentTaxYearAmt |
| Total | $45,614,923 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,521,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,185,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,918,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,822,533 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,346,288 | CurrentTaxYearAmt |
| Total | $45,795,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $45,795,639 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $123 | CurrentTaxYearMinus3YearsAmt |
| Total | $123 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $123 | CurrentTaxYearMinus3YearsAmt |
| Total | $123 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105 | CurrentTaxYearMinus4YearsAmt |
| Total | $105 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,522,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,186,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,918,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,822,533 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,346,288 | CurrentTaxYearAmt |
| Total | $45,795,867 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $3,533 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,533 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO REGIONAL OR NATIONAL ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE FOR THIRD PARTY | Desc |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $400,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2011. | 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 (11 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | |||||||||||||
| DIRECTOR | $603,748 | $234,875 | $2,492 | $228,336 | $22,259 | $1,091,710 | |||||||
| ALFRED E PILONG JR | |||||||||||||
| DIRECTOR | $406,877 | $90,460 | $18,462 | $60,425 | $19,298 | $595,522 | |||||||
| MARK A HEPLER | |||||||||||||
| TREASURER/CFO | $266,053 | $57,707 | $29,482 | $43,400 | $22,954 | $419,596 | $8,337 | ||||||
| PAUL M SHIRILLA | |||||||||||||
| SECRETARY | $277,110 | $49,357 | $1,820 | $33,417 | $14,600 | $376,304 | |||||||
| DANIEL WEBSTER MD | |||||||||||||
| DIRECTOR | $241,736 | $21,860 | $22,037 | $23,000 | $18,138 | $326,771 | |||||||
| TIMOTHY BINDER | |||||||||||||
| PRESIDENT/CHAIR | $200,720 | $28,080 | $11,321 | $23,352 | $18,324 | $281,797 | |||||||
| ROBERTO A CORPUS MD | |||||||||||||
| CARDIOLOGIST | $379,005 | $192,873 | $17,511 | $13,176 | $15,281 | $617,846 | |||||||
| DINO RECCHIA MD | |||||||||||||
| CARDIOLOGIST | $373,204 | $194,819 | $17,466 | $12,898 | $21,000 | $619,387 | |||||||
| BRIAN JAFFE MD | |||||||||||||
| CARDIOLOGIST | $369,319 | $191,949 | $18,466 | $13,176 | $23,885 | $616,795 | |||||||
| ANTHONY B OCHOA MD | |||||||||||||
| CADIOLOGIST | $377,058 | $183,442 | $18,130 | $13,176 | $16,819 | $608,625 | |||||||
| SASIDHARAN NAIR MD | |||||||||||||
| CARDIOLOGIST | $375,032 | $180,712 | $21,834 | $13,176 | $17,467 | $608,221 | |||||||
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. 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 TO THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALIFY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE MUNSON HOME CARE'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| SCHEDULE J, PAGE 1, PART I, LINE 4 | EDWIN A. NESS 0 215,160 0 ALFRED E. PILONG, JR. 0 47,249 0 MARK A. HEPLER 0 27,437 0 PAUL M. SHIRILLA 0 16,791 0 TIMOTHY BINDER 0 12,984 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 OF MUNSON HEALTHCARE, 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 RETIREMENT FUNDS ARE AVAILABLE TO THE VESTED PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO GROW AND DEVELOP A HIGHLY EFFECTIVE, MULTI-REGIONAL PHYSICIAN PRACTICE THAT IS A CENTRAL COMPONENT OF A COMMUNITY-FOCUSED, VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM SUPPORTING THE OPERATIONS OF MUNSON MEDICAL CENTER WITH A COMMITMENT TO EXCELLENCE AND THE ETHICAL DIRECTIVES OF THE MEDICAL PROFESSION. |
| FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON MEDICAL GROUP IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON MEDICAL CENTER, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MUNSON MEDICAL CENTER, AS THE SOLE MEMBER, APPOINTS THE TRUSTEES. NOMINATIONS TO MUNSON MEDICAL CENTER ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE MUNSON MEDICAL GROUP (MMG) TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON MEDICAL CENTER BOARD OF TRUSTEES INCLUDING THE ADOPTION, AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OR BYLAWS OF MMG; THE ADOPTION OR CHANGE IN THE MISSION STATEMENT, PURPOSES OR THE STRATEGIC GOALS OF MMG; THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF MMG; THE ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF MMG; THE ADOPTION OF ALL OPERATING BUDGETS AND CAPITAL EXPENDITURE BUDGETS FOR MMG; INCURRENCE OF OPERATING OR CAPITAL EXPENDITURES BY MMG WHICH CAUSE THE AGGREGATE OPERATING OR CAPITAL EXPENDITURES TO EXCEED BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT (5%) IN ANY FISCAL YEAR; INCURRENCE OF SECURED BORROWINGS OF MMG, WITH THE EXCEPTION OF EQUIPMENT LEASES AND PURCHASE MONEY SECURITY INTERESTS APPROVED AS PART OF THE MMG'S BUDGET; CHANGE IN SCOPE OF CLINICAL SERVICES OR PROGRAMS PROVIDED BY MMG; AND APPOINTMENT OR REMOVAL OF THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE MUNSON MEDICAL GROUP BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON MEDICAL GROUP BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE 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 AND KEY EMPLOYEES IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES OF MUNSON MEDICAL GROUP AND MUNSON HEALTHCARE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON MEDICAL GROUP ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON MEDICAL GROUP DOES NOT MAKE THE BYLAWS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE, PARENT CORPORATION, SUBMITS ITS ANNUAL CONSOLIDATED FINANCIAL STATEMENTS TO THE MSRB IN COMPLIANCE WITH BOND DISCLOSURE REQUIREMENTS. ADDITIONALLY, MUNSON MEDICAL CENTER PREPARES AND DISTRIBUTES AN ANNUAL REPORT TO THE COMMUNITY, WHICH CONTAINS FINANCIAL AS WELL AS PROGRAM DATA. |
| FORM 990, PART XI, LINE 9 | CAPITALIZATION FROM SOLE MEMBER 5,600,000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt | Controlled OrganizationControlledOrganizationInd | 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 | NA | false | ||
| MUNSON HEALTHCARE REGIONAL FOUNDATI | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | C3 | 7 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) | FOUNDATION |
| MUNSON HOME CARE | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | C3 | 9 | MUNSON HOM | 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 | MUNSON HOM | MUNSON HOME HEALTH | Yes (true) | |
| MUNSON MEDICAL CENTER | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | C3 | 3 | MUNSON HC | MUNSON HEALTHCARE | Yes (true) | |
| NORTH FLIGHT INC | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | C3 | 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 OLIVE | PAUL OLIVER MEMORIAL HOSPITAL | Yes (true) | FOUNDATION |
| 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) | 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 | 49685 | 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 | 49685 | 382872821 | LAUNDRY | MI | N/A | Yes (true) | |
| MUNSON SERVICES INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 383144382 | PHARMACY | MI | N/A | Yes (true) | |
| MEDICAL OFFICE BUILDING CONDOMINUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 383567278 | REAL ESTAT | MI | N/A | Yes (true) | MEDICAL OFFICE BUILDING CONDOMINUM |
| SIXTH STREET DRUGS INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 382298290 | PHARMACY | MI | N/A | Yes (true) | |
| MEDICAL OFFICE CONDOMINIUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 201902620 | REAL ESTAT | MI | N/A | Yes (true) | MEDICAL OFFICE CONDOMINIUM |
| MUNSON MOBILE IMAGING | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 49685 | 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 | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MUNSON DIALYSIS CENTER | ||
| Q | $116,239 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| M | $90,000 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| P | $111,274 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| K | $50,105 | LEASE CONTRACT AMOUNT |
| MUNSON MEDICAL CENTER | ||
| C | $5,600,000 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| L | $1,221,267 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| M | $639,844 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| O | $6,818,992 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| P | $17,500,415 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| P | $240,303 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| Q | $227,440 | ACTUAL AMOUNT PAID |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| Q | $327,044 | ACTUAL AMOUNT PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | MUNSON MEDICAL GROUP USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES. ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED, SUMMARIZED, AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS. | ExplanationTxt |