BEACON DOWAGIAC INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BEACON DOWAGIAC INC (EIN 38-1490190)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201511339349303881
- Schema version
- 2013v4.0
- 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 | 2015-05-13T14:15:01-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381490190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lee Memorial Hospital Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEM | BusinessNameControlTxt |
| Phone | 2697828681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Felbinger | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2697828681 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alicia M Janisch | PreparerPersonNm |
| PTIN | P00741382 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Lee Memorial Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Ryder | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,380,523 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.borgesslee.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | To promote the health and well-being of the communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 316 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $187,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,411 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,926,933 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,053,885 | CYProgramServiceRevenueAmt |
| PY Investment Income | $173,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,561 | CYInvestmentIncomeAmt |
| PY Other Revenue | $746,716 | PYOtherRevenueAmt |
| CY Other Revenue | $287,666 | CYOtherRevenueAmt |
| PY Total Revenue | $27,034,571 | PYTotalRevenueAmt |
| CY Total Revenue | $25,380,523 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,499,003 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,754,276 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,345,204 | PYOtherExpensesAmt |
| CY Other Expenses | $9,912,514 | CYOtherExpensesAmt |
| PY Total Expenses | $26,844,207 | PYTotalExpensesAmt |
| CY Total Expenses | $25,666,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $190,364 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$286,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,937,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,126,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,770,767 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,161,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$6,832,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$6,035,059 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Lee Memorial Hospital is a values-based community hospital continuing the healing mission of the Sisters of St. Joseph and Borgess Health. Our Mission is to promote the health and well-being of the communities we serve respecting the dignity of human life and actively responding to the needs of the poor. Our Values-We are called to: Service of the Poor: Generosity of spirit, especially for persons most in need. Reverence: Respect and compassion for the dignity and diversity of life. Integrity: Inspiring trust through personal leadership. Wisdom: Integrating excellence and stewardship. Creativity: Courageous and innovation. Dedication: Affirming the hope and joy of our ministry. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,472,642 | ExpenseAmt |
| Revenue | $21,615,687 | RevenueAmt |
| Desc | Outpatient Revenue - Fees for providing outpatient health care services allow Lee Memorial Hospital to pay for supplies, salaries, and other expenses necessary to meet our mission to provide health care services to all residents in the Cass County area regardless of their ability to pay for those services. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,624,333 | ExpenseAmt |
| Revenue | $3,648,473 | RevenueAmt |
| Desc | Inpatient Revenue - Fees for providing inpatient and swing bed health care services allow Lee Memorial Hospital to pay for supplies, salaries, and other expenses necessary to meet our mission to provide health care services to all residents in the Cass County area regardless of their ability to pay for those services. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,152 | ExpenseAmt |
| Revenue | $4,152 | RevenueAmt |
| Desc | Pharmacy - Pharmacy Services are provided to all patients without consideration of their ability to pay for those services. If the patient is unable to pay for pharmacy, the patient can apply for charity care and the charges will be written off. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,101,127 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 316 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Ryder | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2697828681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Charles K Burling DDS | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Terry Harris | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas A Atkinson | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Frank Williams | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James Eckman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Daniel PhD end 314 | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elaine Foster PhD | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Marcus Free MD end 614 | ||||||||
| Trustee (Sch O) | 40.00 | 0.00 | Yes (X) | $338,617 | $0 | $33,032 | ||
| Robert Hill MD | ||||||||
| Trustee/VP Medical Staff Affairs | 5.00 | 35.00 | Yes (X) | $0 | $270,493 | $57,821 | ||
| Linda A Root | ||||||||
| Trustee | 5.00 | 35.00 | Yes (X) | $0 | $170,321 | $63,745 | ||
| Rozanne Scherr | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J Scott Winchester | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Ryder | ||||||||
| COO | 20.00 | 20.00 | Yes (X) | Yes (X) | $0 | $185,318 | $81,490 | |
| Mark Anthony | ||||||||
| COO - Health System | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $306,499 | $80,534 | |
| Kenneth Holst end 114 | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $0 | $162,833 | $58,427 | ||
| Paul A Spaude | ||||||||
| CEO - Health System | 1.00 | 39.00 | Yes (X) | $0 | $1,294,457 | $49,093 | ||
| Richard Felbinger | ||||||||
| CFO - Health System | 1.00 | 39.00 | Yes (X) | $0 | $354,519 | $112,908 | ||
| Abbas R Syed | ||||||||
| Physician | 40.00 | 0.00 | $341,058 | $0 | $31,893 | Yes (X) | ||
| Theresa Kordish | ||||||||
| Physician | 40.00 | 0.00 | $337,198 | $0 | $13,074 | Yes (X) | ||
| Srinivasan Dhatreecharan | ||||||||
| Physician | 40.00 | 0.00 | $303,412 | $0 | $37,393 | Yes (X) | ||
| Milton Smith | ||||||||
| Physician | 40.00 | 0.00 | $185,409 | $0 | $16,625 | Yes (X) | ||
| Giasuddin Ahmed | ||||||||
| Physician | 40.00 | 0.00 | $272,417 | $0 | $35,036 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,778,111 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,744,440 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $671,071 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ibid County Electric (Sch O) | |||||
| 1523 Norton Street | Benton Harbor | MI | 49022 | Capital Project | $1,070,761 |
| Weatherby Locums Inc | |||||
| 6451 N Federal Highway | Fort Lauderdale | FL | 33308 | Physician Services | $733,273 |
| Apogee Medical Management | |||||
| 2525 E Camelback Rd | Phoenix | AZ | 85016 | Hospitalist Physician Services | $684,628 |
| Belfor Property Restoration | |||||
| 1282 Kirts Blvd | Troy | MI | 48084 | Capital Project | $384,696 |
| Premier Radiology | |||||
| 1535 Gull Road | Kalamazoo | MI | 49048 | Physician Radiology Service | $334,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,411 | GovernmentGrantsAmt |
| Total Contributions | $12,411 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Revenue | 621990 | $25,049,733 | $25,049,733 |
| Pharmacy Income | 446110 | $4,152 | $4,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,053,885 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,561 | TotalRevenueColumnAmt |
| Exclusion | $26,561 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,957 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,957 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,957 | TotalRevenueColumnAmt |
| Exclusion | $17,957 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Outside Svcs/Incentive | 722212 | $214,427 | $214,427 | |
| Cafeteria/Vending | 621990 | $38,132 | $38,132 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,150 | TotalRevenueColumnAmt |
| Exclusion | $17,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $269,709 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,380,523 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,268,312 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,800 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,828 | TotalAmt |
| Program Services | $268,598 | ProgramServicesAmt |
| Management And General | $80,230 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,453,363 | TotalAmt |
| Program Services | $12,253,202 | ProgramServicesAmt |
| Management And General | $200,161 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,435 | TotalAmt |
| Program Services | $119,231 | ProgramServicesAmt |
| Management And General | $1,204 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989,013 | TotalAmt |
| Program Services | $1,970,382 | ProgramServicesAmt |
| Management And General | $18,631 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,637 | TotalAmt |
| Program Services | $825,922 | ProgramServicesAmt |
| Management And General | $16,715 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,587 | TotalAmt |
| Program Services | $17,587 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,928 | TotalAmt |
| Program Services | $1,344,348 | ProgramServicesAmt |
| Management And General | $13,580 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,204 | TotalAmt |
| Program Services | $78,412 | ProgramServicesAmt |
| Management And General | $792 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,149 | TotalAmt |
| Program Services | $366,448 | ProgramServicesAmt |
| Management And General | $3,701 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,643 | TotalAmt |
| Program Services | $1,379,568 | ProgramServicesAmt |
| Management And General | $13,075 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,101 | TotalAmt |
| Program Services | $80,290 | ProgramServicesAmt |
| Management And General | $811 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,021 | TotalAmt |
| Program Services | $529,944 | ProgramServicesAmt |
| Management And General | $5,077 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,799 | TotalAmt |
| Program Services | $79,991 | ProgramServicesAmt |
| Management And General | $808 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Physician Fees | $2,501,069 | $2,501,069 | |
| Medical Supplies | $2,336,163 | $2,308,225 | $27,938 |
| Contract Labor | $630,571 | $624,265 | $6,306 |
| Non-operating Expenses | $170,410 | $170,410 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,869 | TotalAmt |
| Program Services | $353,645 | ProgramServicesAmt |
| Management And General | $6,224 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,666,790 | TotalAmt |
| Program Services | $25,101,127 | ProgramServicesAmt |
| Management And General | $565,663 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116 | BOYAmt |
| EOY | $1,206 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,446,870 | BOYAmt |
| EOY | $1,023,043 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,190,878 | BOYAmt |
| EOY | $4,909,424 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,077 | BOYAmt |
| EOY | $445,499 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,782 | BOYAmt |
| EOY | $18,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,043,943 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,315,345 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,964,922 | BOYAmt |
| EOY | $5,728,598 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,921,303 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,937,948 | BOYAmt |
| EOY | $12,126,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,982,775 | BOYAmt |
| EOY | $4,089,527 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,787,992 | BOYAmt |
| EOY | $14,071,840 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,770,767 | BOYAmt |
| EOY | $18,161,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,832,819 | BOYAmt |
| EOY | -$6,035,059 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,832,819 | BOYAmt |
| EOY | -$6,035,059 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,937,948 | BOYAmt |
| EOY | $12,126,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$286,267 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $90,923 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $993,104 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,071 | OtherCostOrOtherBasisAmt |
| Book Value | $105,071 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,701,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,075,651 | DepreciationAmt |
| Book Value | $3,625,627 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,986,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,076,882 | DepreciationAmt |
| Book Value | $909,565 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,251,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,812 | DepreciationAmt |
| Book Value | $1,088,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,728,598 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Borgess Medical Center | $10,900,667 |
| Self Insurance Liability | $82,069 |
| Pension Payable | $2,887,803 |
| Asset Retirement Obligations | $100,000 |
| A/R Probable Refunds | $92,603 |
| Escheats Payable | $8,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,071,840 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | From the consolidated audited financial statements of Ascension Health Alliance and its member entities ("The System") which include the activity of Lee Memorial Hospital Corporation: The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2014. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,863,579 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,099,831 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $763,748 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02980 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,346,326 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,839,050 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,507,276 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05870 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,209,905 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,938,881 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,271,024 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08850 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $114,452 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,477 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $108,975 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00420 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $118,197 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $118,197 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00460 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $35,909 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $35,909 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,252 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $40,252 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $308,810 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,477 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $303,333 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01180 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,518,715 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,944,358 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,574,357 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10030 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $840 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $840 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $109 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $109 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $735 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $735 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,684 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,684 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,351,341 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $402,110 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $5,778,839 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $5,836,055 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$57,216 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Lee Memorial Hospital | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 West High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.borgesslee.com | WebsiteAddressTxt |
| State License | 1060000082 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Lee Memorial Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C, Supplemental Info. | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | Yes (1) | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Borgess Lee Memorial Hospital | Part V, Section B, Line 3: To gain the important input needed for the CHNA, a CHNA Committee was formed. This committee included Lee Memorial Hospital leadership, representatives from governmental health organizations and community agency people who are directly involved in providing services to the medically underserved, minority, and low income populations. Below is the list of the CHNA Committee members and the organizations they represent:1) Dr. Rick Johansen - Berrien, Van Buren, Cass Counties Health Department2) Kari Adams - Lee Memorial Hospital3) Beth Cripe - Lee Memorial Hospital4) Judy Drenth - Lee Memorial Hospital5) Carol Howland - Lee Memorial Hospital6) John Ryder - Lee Memorial Hospital7) Mia Willhite - Lee Memorial Hospital8) Bob Cochrane - Cass County Council on Aging9) Mary Middleton - Cass Family Clinic10) Tom Atkins - City of Dowagiac-Polic Department11) Cindy Underwood - Department of Human Services12) Suzanne Dorman - Dowagiac Union Schools13) Dr. Arthur Culpepper - Pokagon Health Center14) Jeff Elliot - Van Buren/Cass County District Health Department15) Kathy Emans - Woodlands Behavioral Healthcare NetworkThe CHNA Committee met three times over the course of two months. Members brought data to these meetings which was reviewed. Discussions and presentations helped committee members identify key community health priorities and resources available to meet them. This process provided a significant amount of data collection that covered multiple categories which related to health needs of Cass County. This data was synthesized to develop a Community Needs Scorecard, the frame work of the CHNA.Summary of Measures Collected and Reviewed:- BLMH Community Benefit Activities- BLMH Primary Care/Providers Availability- BLMH Diabetic Advisory Committee data- Borgess Diabetic Data- Borgess Obesity Data- County Rankings & Roadmaps- Leading Diagnoses for Hospitalization-Cass County- Preventable Hospitalizations and Rates-Cass County- Michigan's Health Profile Chartbook- Michigan's State Health Assessment and State Health Improvement Plan- Health Risk Behavior in The State of Michigan-2011 Behavioral Risk Factor Survey.Phases of the Assessment Process:- Community/agency/organization meetings and discussions- Information/data collection and review- Key community health needs identification/agreement- Strategy development- Community stakeholder consideration and validation- Indicator/Measurement development necessary to monitor community changes and impacts.Assessment Priorities and Health Needs Identification:To determine priorities, five priority selection criteria were set:1. Impact on the community health improvement2. Scope of the community affected3. Threat to long term quality of life4. Resources/Capacity to address identified issues5. Consequences of inactionAfter synthesizing the information and applying the priority selection criteria, the following were identified as major factors affecting the health of Cass County residents (Assessment Priorities) and were used to determine the four major focus areas (Health Needs Identification) as identified through the CHNA process:Major Factors/Focus Areas:Access to primary care:- Understanding of Physicians- Urgent care when needed- Cass County has an incredibly high patient to physician rate of 8,401:1 compared to state rate of 1,119:1 and national benchmark of 631:1Diabetes/Obesity:- 10.7% of the residents in Cass County have diabetes and the rate is growing.- 31% of the residents in Cass County are considered obese.- Obesity is Michigan's top health priority.- Both diabetes and obesity are leading causes of disease and death.Access to mental health/psychiatric care:- Mental health us a leading cause of disability in Cass County.- Nationally, it is estimated that 25% of adults endure a mental disorder during a year.Community wellness/health education:- Borgess Lee Memorial Hospital is in the position to lead a community wellness effort through screenings and other similar initiatives.- Health education is the key to reducing the diabetes and obesity rates as well as the rates for many other chronic diseases.Community Assets Identified:The CHNA Committee will continue to serve as a forum for community and healthcare stakeholders to work together in addressing the needs of the community through shared initiatives and collaboration to the four major factors/focus areas noted above. The committee represents community assets that are vital to improving the health of residents of Cass County, including: Lee Memorial Hospital and its primary care provider network, the Cass County Family Clinic, the Cass County Health Department, the Cass County Council on Aging, the Department of Human Services, the Pokagon Health Center and Woodlands Behavioral Healthcare Network. |
| Borgess Lee Memorial Hospital | Part V, Section B, Line 5d: The Community Health Needs Assessment ("CHNA") of the hospital facility can be located at the following web address:www.borgess.com/files/chna/CHNA_Borgess-Lee.pdf |
| Borgess Lee Memorial Hospital | Part V, Section B, Line 14g: A summary of the financial assistance policy is posted on the hospital facility's emergency rooms or waiting rooms, admission offices and available upon request. |
| Borgess Lee Memorial Hospital | Part V, Section B, Line 20d: The amounts were determined through financial assistance policy. |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7: | The cost of providing charity care and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association (CHA) Guidelines. The organization uses a cost accounting system that addresses all patient segments. For the information in the table, a cost-to-charge ratio was calculated and applied. |
| Part II, Community Building Activities: | The organization provides education and materials to help promote healthy living through community health fairs, diabetes education and health screenings. |
| Part III, Line 4: | From the consolidated audited financial statements of Ascension Health Alliance and its member entities ("The System") which includes the activity of Lee Memorial Hospital Corporation:The provision for doubtful accounts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the System follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by the System. Accounts receivable are written off after collection efforts have been followed in accordance with the System's policies. |
| Part III, Line 8: | Ascension Health and related health ministries follow the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. |
| Part III, Line 9b: | The organization has a written debt collection policy and collection procedures will only pertain to patients that do not qualify for charity or financial assistance and who are not complying with payment arrangements that have been agreed to by the hospital and the patient. |
| Part VI, Line 2: | See Part V, Section B, Line 3 disclosure. |
| Part VI, Line 3: | As part of the intake process the organization provides a copy of the policy and financial assistance contact information to patients. Also, available is a staff person to discuss with the patient the availability of various government benefits, such as Medicaid or state and local programs and assist the patient with qualification for such programs, where applicable. |
| Part VI, Line 4: | In 2013, a Community Health Needs Assessment (CHNA) was conducted for the approximate 52,000 residents of Cass County by Borgess-Lee Memorial Hospital (BLMH) located in Dowagiac. While BLMH is the only hospital in Cass County, there are three Michigan based health systems and three large Indiana hospitals that serve the Cass County population: Borgess Health (BLMH and Borgess Medical Center Kalamazoo); Lakeland Health (Lakeland Hospital-Niles and Lakeland Medical Center- St. Joseph); Bronson Healthcare (Bronson Lakeview Hospital-Paw Paw and Bronson Methodist Hospital-Kalamazoo); Elkhart General Hospital-Elkhart, Indiana; Memorial Hospital-South Bend, Indiana; and St. Joseph Regional Medical Center- South Bend, Indiana.Description of the Community:Cass County is located in southwest Michigan and borders the State of Indiana. It covers about 491 square miles with total population of 52,242. The area was originally inhabited by three bands of Potawatomi Indians. During Civil War, Cass County played a major role in The Underground Railroad which resulted in the settling of many black families in the area. Both of these factors have contributed to the unique cultural diversity of the county.According to 2010 US Census Data Cass County has 20,101 households. The current unemployment rate is about 8.1%, below the state wide average. The median household income is $45,342. The per capita income is $23,045. Both are below the Michigan average. The percentage of persons with Bachelor's degrees is 16.7% much lower than the Michigan average of 25%. About 90% of the full-time residents are white, 5.4% are African-American, 3% are Hispanic and 1% is Native American. About 13.3% of the residents fall below the poverty level, which is better than the state-wide average. The overall population tends to skew slightly older and is declining somewhat.Three characteristics combine to make Cass County somewhat unique, especially as it relates top serving health needs. The first is the county's rather large, rural/agriculture base. About 60% of the Cass County is farm land ranking it 15th out of Michigan's 83 counties. Much of the farm land is used for growing seasonal fruits and vegetables which require migrant farm laborers to harvest. This results in a heavy influx of mostly Hispanic families which in turn impacts the need and delivery of health care services.The second characteristic relates to the significant recreational opportunities that abound in Cass County. It has over 250 lakes and the county's close proximity to major population centers in Indiana and Illinois makes a regional recreational "Mecca". During the summer, the population around the lakes grows significantly. Both the summer and full-time lake residents tend to be very affluent. While most of the health care needs of the summer residents are served by out-of-state providers, these people do impact the area's health care service delivery, especially emergency room and fast track primary care services.The third characteristic is the large blue-collar population in the county's two largest population centers-Dowagiac and Cassapolis. The City of Dowagiac is the county's largest city. It has about 2,400 households with a total population of 5,879. Median household income is $31,329 and per capita income $17,739. Both are well below the county and state averages. Also, about 20% of the residents fall below the poverty rate. The Village of Cassapolis, the County Seat, ranks are even lower. It has about 700 households with a total population of 1,774. Median household income is $24,781 and per capita income is $15,114. Almost 30% of the Cassapolis residents fall below the poverty level. |
| Part VI, Line 5: | The organizations governing body is comprised of persons who reside in Cass County and are neither employees nor contractors of the organization. The organization is a Critical Access Hospital and provides medical services to all people in the community without regard to the patient's race, creed, national origin, economic status or ability to pay. In addition, the organization participates in Medicare, Medicaid, CHAMPUS and other government sponsored health care programs. The organization provides education and materials for nutrition/weight loss management, Women's Health Fair, PSA and Flu Shot Clinics. |
| Part VI, Line 6: | Lee Memorial Hospital Corporation is a wholly owned subsidiary of Borgess Health Alliance, Inc., which is a member of Ascension Health. Ascension Health Alliance, d/b/a Ascension (Ascension), is a Missouri nonprofit corporation formed on September 13, 2011. Ascension is the sole corporate member and parent organization of Ascension Health, a Catholic national health system consisting primarily of nonprofit corporations that own and operate local healthcare facilities, or Health Ministries, located in 23 of the Unites States and the District of Columbia. Ascension served as the member or shareholder of various subsidiaries. Ascension and its member organizations are hereafter referred to collectively as the System. Ascension is sponsored by Ascension Sponsor, a Public Juridic Person. The Participating Entities of Ascension Sponsor are the Daughters of Charity of St. Vincent de Paul, St. Louise Province; the Congregation of St. Joseph; the Congregation of the Sisters of St. Joseph of Carondelet; the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province; and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province. Marian Health System, which was previously sponsored by the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province, became part of Ascension Health on April 1, 2013.The Hospital, located in Dowagiac, Michigan, is a nonprofit critical access hospital. The Hospital provides inpatient, outpatient, and emergency care services for the residents of Dowagiac, Michigan. Admitting physicians are primarily practitioners in the local area. Substantially all expenses of Ascension Health and its sponsored organizations are related to providing health care services.The System directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing, and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with the System's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. The System uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs:- Traditional charity care includes the cost of services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured.- Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable persons.- Cost of other programs for persons living in poverty and other vulnerable persons includes unreimbursed costs of programs intentionally designed to serve the persons living in poverty and other vulnerable persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.- Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons living in poverty and other community benefit programs. The cost of providing care of persons living in poverty and other community benefit programs is estimated by reducing charges foregone by a factor derived from the ratio of each entity's total operating expenses to the entity's billed charges for patient care. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marcus Free MD end 614 | ||||||||||||||
| Trustee (Sch O) | $317,240 | $0 | $20,000 | $0 | $1,377 | $0 | $17,500 | $0 | $15,532 | $0 | $371,649 | $0 | $0 | $0 |
| Robert Hill MD | ||||||||||||||
| Trustee/VP Medical Staff Affairs | $0 | $252,061 | $0 | $0 | $0 | $18,432 | $0 | $36,289 | $0 | $21,532 | $0 | $328,314 | $0 | $0 |
| Linda A Root | ||||||||||||||
| Trustee | $0 | $145,627 | $0 | $0 | $0 | $24,694 | $0 | $54,429 | $0 | $9,316 | $0 | $234,066 | $0 | $16,355 |
| John Ryder | ||||||||||||||
| COO | $0 | $161,749 | $0 | $0 | $0 | $23,569 | $0 | $60,471 | $0 | $21,019 | $0 | $266,808 | $0 | $13,285 |
| Mark Anthony | ||||||||||||||
| COO - Health System | $0 | $277,222 | $0 | $0 | $0 | $29,277 | $0 | $68,887 | $0 | $11,647 | $0 | $387,033 | $0 | $0 |
| Kenneth Holst end 114 | ||||||||||||||
| CFO | $0 | $155,451 | $0 | $0 | $0 | $7,382 | $0 | $48,721 | $0 | $9,706 | $0 | $221,260 | $0 | $0 |
| Paul A Spaude | ||||||||||||||
| CEO - Health System | $0 | $500,635 | $0 | $615,162 | $0 | $178,660 | $0 | $31,771 | $0 | $17,322 | $0 | $1,343,550 | $0 | $132,809 |
| Richard Felbinger | ||||||||||||||
| CFO - Health System | $0 | $279,667 | $0 | $0 | $0 | $74,852 | $0 | $90,527 | $0 | $22,381 | $0 | $467,427 | $0 | $35,129 |
| Abbas R Syed | ||||||||||||||
| Physician | $321,058 | $0 | $20,000 | $0 | $0 | $0 | $17,500 | $0 | $14,393 | $0 | $372,951 | $0 | $0 | $0 |
| Theresa Kordish | ||||||||||||||
| Physician | $337,198 | $0 | $0 | $0 | $0 | $0 | $6,900 | $0 | $6,174 | $0 | $350,272 | $0 | $0 | $0 |
| Srinivasan Dhatreecharan | ||||||||||||||
| Physician | $270,088 | $0 | $33,324 | $0 | $0 | $0 | $23,000 | $0 | $14,393 | $0 | $340,805 | $0 | $0 | $0 |
| Milton Smith | ||||||||||||||
| Physician | $175,087 | $0 | $10,322 | $0 | $0 | $0 | $5,000 | $0 | $11,625 | $0 | $202,034 | $0 | $0 | $0 |
| Giasuddin Ahmed | ||||||||||||||
| Physician | $244,917 | $0 | $27,500 | $0 | $0 | $0 | $21,002 | $0 | $14,034 | $0 | $307,453 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Ascension Health, a related organization of Lee Memorial Hospital Corporation uses the following to establish the compensation of the organization's CEO: - Compensation Committee, - Independent Compensation Consultant, - Compensation Survey or Study, and - Approval by the Board or Compensation Committee. |
| Part I, Line 4b | Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid to the executive is reported as compensation on Form 990, Part II, column B in the year paid. The following individuals received payout from Ascension Health's nonqualified retirement plan in the amount as noted: Paul A. Spaude - $132,809 Richard Felbinger - $35,129 John Ryder - $13,285 Linda A. Root - $16,355 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Many of the persons listed on Part VII have a "business relationship" with each other by virtue of sitting on related Borgess Health Alliance, Inc. entity boards. |
| Form 990, Part VI, Section A, line 6 | Lee Memorial Hospital Corporation has a single corporate member, Borgess Health Alliance, Inc. |
| Form 990, Part VI, Section A, line 7a | Lee Memorial Hospital Corporation has a single corporate member, Borgess Health Alliance, Inc., who has the ability to elect members to the governing body of Lee Memorial Hospital Corporation. |
| Form 990, Part VI, Section A, line 7b | All decisions that have a material impact to Lee Memorial Hospital Corporation financial information or corporation as a whole are subject to approval by its sole corporate member, Borgess Health Alliance, Inc. |
| Form 990, Part VI, Section B, line 11 | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members' questions. |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. |
| Form 990, Part VI, Section B, line 15 | In determining the compensation of the organization's CEO, the process, performed by Ascension Health, a related organization of Lee Memorial Hospital Corporation, included a review and approval by independent persons, comparability data and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the committee minutes. The individual was not present when her compensation was decided. In determining the compensation of the other officer of the organization, the process, performed by Borgess Medical Center, a related organization of Lee Memorial Hospital Corporation, included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Executive/Compensation committee reviewed and approved the compensation. In the review of the compensation, the other officer of the organization was compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents open to public inspection upon request. |
| Form 990, Part VII, Section A: | Compensation paid to Marcus Free, M.D.: Marcus Free, M.D., receives his compensation for Chief of Staff services at Lee Memorial Hospital Corporation and not for his role as trustee for Lee Memorial Hospital Corporation. |
| Form 990, Part VII, Section B: | Compensation paid to Ibid County Electric: Amounts paid to Ibid County Electric represent amounts paid for materials and services. These amounts cannot be separated. |
| Form 990, Part XI, line 9: | Deferred Pensions Cost - FAS 158 817,006. Transfer from Affiliates 176,098. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health Alliance | |||||||||||
| PO Box 45998 | St Louis | MO | 63145 | 453358926 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | N/A | 0 | |
| Ascension Health | |||||||||||
| PO Box 45998 | St Louis | MO | 63134 | 311662309 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | 0 | Ascension Health Alliance | |
| Borgess Health Alliance Inc | |||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 382335286 | Health System Parent | MI | Section 501(c)(3) | Schedule A, Line 11c | 0 | Ascension Health | |
| Borgess Medical Center | |||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 381360526 | Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Borgess Health Alliance Inc | |
| Borgess Ambulatory Care Corporation | |||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 382468823 | Holding Company | MI | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Borgess Health Alliance Inc | |
| Borgess Foundation | |||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 237222558 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Borgess Health Alliance Inc | |
| Borgess Nursing Home | |||||||||||
| 3057 Gull Road | Kalamazoo | MI | 490481281 | 382555589 | Residential Care | MI | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Borgess Health Alliance Inc | |
| Lee Memorial Foundation | |||||||||||
| 420 West High Street | Dowagiac | MI | 49047 | 382860459 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Borgess Health Alliance Inc | |
| ProMed Healthcare | |||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 383193801 | Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Borgess Health Alliance Inc | |
| Visiting Nurses Home Care DBA Borgess VNA Home Care | |||||||||||
| 348 North Burdick | Kalamazoo | MI | 49007 | 382717691 | Home Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Borgess Health Alliance Inc | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Textile Systems Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 Walbridge | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382705047 | EIN |
| Primary Activities | Laundry Services | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Borgess Medical Center | ||
| P | $18,432,166 | Actual Amount Paid |
| Borgess Medical Center | ||
| R | $23,172,390 | Actual Amount Paid |
| Lee Memorial Foundation | ||
| S | $176,908 | Actual Amount Paid |