2025-11-04T11:34:44+00:00 2024-12-31 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2024-01-01 382873485 HELEN NEWBERRY JOY HOSPITAL & HEALTHCARE CENTER HELE 9062939247 502 W HARRIE STREET NEWBERRY MI 49868 AMY LYMAN CHIEF FINANCIAL OFFICER 9062939247 2025-11-04 true true Kristen Hankins P01256574 8162216300 2025-11-04 2024 2025-03-06 01:10:19Z X HELEN JOHNSON 502 W HARRIE STREET NEWBERRY MI 49868 44520129 false X WWW.HNJH.ORG X 1965 MI Keeping the patient at the center of everything we do - every patient - every time. 10 7 242 9 0 0 1427175 0 42081554 0 713113 0 284453 0 44506295 0 41840 0 0 0 18508224 0 0 0 0 20195104 0 38745168 0 5761127 41880152 45168284 19967331 17529276 21912821 27639008 Keeping the patient at the center of everything we do, every patient, every time. false false 34494928 41840 42081554 Helen Newberry Joy Hospital & Healthcare Center operates a 25-bed acute care facility, a 39-bed long term care unit, and several physician clinics in Luce County, Michigan. The facility provides a broad spectrum of services including inpatient, outpatient, emergency and physician services to the Luce County residents and surrounding areas. 34494928 true true false true false false false false false false true false false true true false false false false false false false false false true false true true true true true false false false false false false false false false false false false false false false true true false false false true 95 0 true 242 true false false false false false true true false false false false false false X 10 7 false false false false false false false true true false false false true true true true true true true false false false MI X AMY LYMAN 9062939247 502 W HARRIE STREET NEWBERRY MI 49868 EMILY EMERY-SHEA CFO 40.0 0.0 X X 143792 0 19423 HELEN JOHNSON CEO 40.0 0.0 X X 106530 0 5184 HUNTER NOSTRANT PT YR CEO 40.0 0.0 X X 211921 0 16412 MICHAEL BEAULIEU MD CHIEF MEDICAL OFFICER 40.0 0.0 X X 164799 0 18918 JOANNA SLAGHT TRUSTEE 1.0 0.0 X 960 0 0 NANCY MORRISON TRUSTEE 1.0 0.0 X 680 0 0 NATHAN NEEB TRUSTEE 1.0 0.0 X 2564 0 0 NICHOLAS DERUSHA TRUSTEE 1.0 0.0 X 1160 0 0 ROBERT DEPEW TRUSTEE 1.0 0.0 X 1100 0 0 TAMMY LASLEY-HENRY TRUSTEE 1.0 0.0 X 1720 0 0 TERRENCE NELSON TRUSTEE 1.0 0.0 X 668 0 0 MICHELE PETERSEN CHIEF NURSING OFFICER 40.0 0.0 X 156278 0 8722 BENJAMIN BRYANT PHYSICIAN 40.0 0.0 X 249652 0 15111 JONATHAN WEBB DO PHYSICIAN 40.0 0.0 X 274553 0 16368 PATRICIA GILL MD PHYSICIAN 40.0 0.0 X 242346 0 12423 RAGHU RAO MD PHYSICIAN 40.0 0.0 X 272404 0 22226 WILLIAM SHEPPARD PHYSICIAN 40.0 0.0 X 232632 0 21872 2063759 0 156659 21 false true false CCHP EMS MI PLLC 700 Central Expy S Suite 400 Allen TX 750130700 emergency room providers 1924432 FocusOne Solutions LLC PO Box 850861 Minneapolis MN 55485 travel staffing coverage 1847398 Hall Render Killian & Lyman PC One American Square Suite 200 Box 82064 Indianapolis IN 46282 legal consulting 633994 Sleepsmith Staffing LLC 6161 Link Blvd Indian River MI 49749 travel staffing coverage 328125 Weatherby Locums Inc PO Box 972633 Dallas TX 753972633 travel staffing coverage 291139 9 31030 1366107 30038 1427175 PATIENT SERVICE REVENUE 622110 38279369 38279369 LONG-TERM CARE REVENUE 623990 3802185 3802185 0 0 0 0 42081554 713113 713113 32943 32943 0 32943 32943 0 0 4824 31030 13834 -9010 -9010 CAFETERIA AND VENDING 722210 119001 119001 ALL OTHER REVENUE 900099 141519 141519 0 0 0 0 260520 44506295 42081554 0 997566 X 10840 10840 31000 31000 860830 767430 93400 12669559 11294912 1374647 813268 725028 88240 3156107 2813669 342438 1008460 899042 109418 752851 752851 141332 141332 8244654 7945021 299633 0 181860 181860 214634 181967 32667 699447 592991 106456 1092554 926267 166287 94330 84095 10235 114234 101840 12394 209983 178024 31959 1176169 997156 179013 205303 174056 31247 Medical Supplies & Drugs 4078896 4078896 Equipment Lease & Maintenance 1182331 1002380 179951 Provider Taxes 1098649 1098649 Dues and subscriptions 282362 239387 42975 425515 352278 73237 0 38745168 34494928 4250240 0 10830511 5034339 8903517 16507435 5540398 5864501 0 0 780907 904774 604283 696242 37328314 24353662 10433255 12974652 177432 653640 0 38913 46985 4570936 2485716 41880152 45168284 2545323 3113687 1615374 1614462 0 4661849 4438379 11144785 8362748 19967331 17529276 X 21508014 25535932 404807 2103076 21912821 27639008 41880152 45168284 X 5761127 100895 -135835 X false false true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2674 2674 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A PORTION OF DUES PAID TO NATIONAL AND STATE HOSPITAL ASSOCIATIONS ARE CONSIDERED ALLOCATED TO LOBBYING PERFORMED IN REGARD TO HEALTHCARE ISSUES. TOTAL DUES PAID IN 2024 WERE $15,918. 358623 358623 19736110 13192357 6543753 0 0 0 15169972 10926036 4243936 2063609 235269 1828340 12974652 RIGHT-OF-USE ASSETS 538267 NET PENSION ASSET 1932249 UPHP MEMBERSHIP 15200 2485716 Federal Income Taxes LEASE LIABILITY 562006 NET PENSION LIABILITY 5691614 IBNR EMPLOYEE HEALTH CLAIMS 150477 EST. AMT TO 3RD PARTY PAYORS 1958651 8362748 GOLF TOURNAMENT 35854 31030 4824 5440 8394 0 0 35854 31030 4824 5440 8394 13834 -9010 true true X true X true X 107209 0 107209 0.00277 5773889 471059 5302830 0.13686 0 0 0 0.0 0 0 5881098 471059 5410039 0.13963 68312 0 68312 0.00176 145685 0 145685 0.00376 0 0 0 0.0 0 0 0 0.0 0 10840 0 10840 0.00028 0 0 224837 0 224837 0.00580 0 0 6105935 471059 5634876 0.14543 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 true 1569789 187750 3809182 3211890 597292 X true true 1 1 HELEN NEWBERRY JOY HOSPITAL 502 W HARRIE STREET NEWBERRY MI 49868 WWW.HNJH.ORG 1060000111 X X X X A A 1 false false true X X X X X X X X X 22 true true true true X www.hnjh.org X true 22 true www.hnjh.org false true X 200.0 300.0 X X X X true true X X X X true X https://hnjh.org/financial-assistance/ X https://hnjh.org/financial-assistance/ X https://hnjh.org/financial-assistance/ X X X X X X true X false X X X true X false false Schedule H, Part V, Section B, Line 3E The significant health needs of the community were identified through the community health needs assessment and were prioritized in an effort to better serve the community inhabitants. The top 4 needs identified included expensive health insurance, drug abuse, lack of health insurance, and unemployment. The hospital implemented a financial assistance policy to help meet the identified need for cost assistance. Our policy outlines qualification criteria and provides care regardless of the patient's ability to pay. This is an example of how the hospital is meeting a community need. Additional examples include the hiring of a behavioral health counselor who sees patients that have a history of drug abuse or are demonstrating a mental health disorder and should have access to a mental health professional and counseling. Finally, the hospital offers assistance to uninsured patients the help they need to submit applications for discounted insurance plans through the Community Health Access Coalition which was formed as an avenue to fill the community's identified need for access to health insurance, and cheaper insurance. Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - HELEN NEWBERRY HOY HOSPITAL. Western UP Health Department: the regional community health department led the initiative to collect the data from roughly 24,000 households in the upper peninsula, including collaboration through web-based and in-person meetings through the development of the assessment. Superior Health Foundation: the foundation awards grants to facilities and focuses on the upper peninsula and its inhabitants. Michigan Technological University: the educational institution assisted with data collection, survey development, and distribution. Northern Michigan Center for Rural Health: organization was involved with education and health improvement. Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - HELEN NEWBERRY JOY HOSPITAL. Luce Mackinac Alger Schoolcraft District Health Department Munising Memorial Hospital/Baycare Medical Center Pathways Community Mental Health Mackinac Straits Health System Marquette County Health Department Michigan Department of Health & Human Services MyMichigan Medical Center - Sault Schoolcraft Memorial Hospital Upper Peninsula Health Plan War Memorial Hospital UP Health Systems Great Lakes Recovery Center Chippewa County Health Department Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - HELEN NEWBERRY JOY HOSPITAL. BCBS Foundation of Michigan Portage Health Foundation Northpointe Behavioral Health Systems Western UP Planning & Development Region Public Health of Delta & Menominee Counties Keweenaw Bay Indian Community Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - HELEN NEWBERRY JOY HOSPITAL. The significant health needs of the community were identified through the community health needs assessment and were prioritized in an effort to better serve the community inhabitants. The top 4 needs identified included expensive health insurance, drug abuse, lack of health insurance, and unemployment. The hospital implemented a financial assistance policy to help meet the identified need for cost assistance. Our policy outlines qualification criteria and provides care regardless of the patient's ability to pay. This is an example of how the hospital is meeting a community need. Additional examples include the hiring of a behavioral health counselor who sees patients that have a history of drug abuse or are demonstrating a mental health disorder and should have access to a mental health professional and counseling. Finally, the hospital offers assistance to uninsured patients the help they need to submit applications for discounted insurance plans through the Community Health Access Coalition which was formed as an avenue to fill the community's identified need for access to health insurance, and cheaper insurance. 4 Golden Leaves Living Center 502 W Harrie Street Newberry MI 49868 long term care Manistique Lakes Family Clinic W17530 Main Street Curtis MI 49820 rural health clinic West Mackinac Health Clinic W14034 Melville Street Engadine MI 49827 rural health clinic Eckerman Health Clinic 32040 State Highway M-28 Eckerman MI 49728 rural health clinic Schedule H, Part I, Line 3c DISCOUNTED CARE EXCEPTIONS SEE PART V, SECTION B, LINE 13 FOR THE LIST OF FACTORS USED IN THE ELIGIBILITY CRITERIA EXPLAINED IN THE FAP FOR PROVIDING FREE AND DISCOUNT CARE. Schedule H, Part I, Line 7g Subsidized Health Services NO PHYSICIAN CLINIC COSTS ARE INCLUDED IN THE COMMUNITY BENEFIT EXPENSES. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART I, LINE 7A AND 7B WERE DETERMINED USING THE COST-TO-CHARGE RATIO DERIVED FROM THE WORKSHEETS FOR SCHEDULE H. LINES 7E, 7F, AND 7I ARE REPORTED AT COST AS REPORTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Healthcare services were provided regardless of the patient's ability to pay. The hospital's adopted financial assistance policy designates the methodology used to determine eligibility for assistance. Once designated eligible, a patient's financial class is updated in the medical record and their bill was adjusted according to the amounts generally billed method. The software system maps the discounted care to general ledger accounts build for the gap between billed and discounted care, which results in a total amount for discounted care at year end. Schedule H, Part III, Line 3 Bad Debt Expense Methodology The hospital's financial assistance policy outlines criteria for patients that qualify for free or discounted care. If a patient was qualified for discounted care, the entire cost of their care was recorded on a separate general ledger account so the facility could keep track of this dollar amount and report it as a community benefit. As was identified by the facility's adopted community health needs assessment, more than 45% of households in the county were below the poverty threshold and the Household Survival Budget. Thus, the cost of care for those individuals were considered a community benefit expense as identified by the organization's adopted community health needs assessment. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Bad debt expense in the organization is primarily from residents of the hospital's service area, most of whom are insured under third party payor agreements. The hospital bills third-party payors on the patient's behalf, or if a patient is uninsured, the patient is billed directly. Once claims are settled with the primary payor, any secondary insurance is billed, and patients are billed for copay and deductible amounts that are the patient's responsibility. For receivables associated with self-pay patients accounts, the hospital records a significant provision for uncollectible accounts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between these amounts actually collected after all reasonable collection efforts have been exhausted is charged off again the allowance for uncollectible accounts. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The hospital would consider 100% of shortfall between the cost of care provided and the payment (or non-payment) of the services as community benefit as the general demographics of the population are unable to afford healthcare. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance The organization determine eligibility on a presumptive basis, reviewing qualification for programs such as subsidized school lunch programs, subsidized prescription programs, low-income subsidized housing programs or homelessness, subsidized food assistance and certain other state or local assistance programs. Eligible patients will not be charged more than the Amount Generally Billed to individuals who have insurance for emergency and other medically necessary care. The organization determines the Amount Generally Billed using a lookback method as described by Internal Revenue Service regulations. If you are uninsured, our billing practice is to send you a statement every 30 days and you have 120 days to pay before your account would be deemed uncollectible. The payments you make have to meet parameters listed on the back of our statements which indicate if your bill is $1,199.99 or less, you can pay 10% of the starting balance for a term of up to 10 months. If your bill is $1,200.00 or greater, you can set up a payment plan of 5% of the starting balance and pay for a term of up to 20 months. These billing and collection practices apply generally across all coverage types. Schedule H, Part V, Section B, Line 16a FAP website A - HELEN NEWBERRY JOY HOSPITAL: Line 16a URL: https://hnjh.org/financial-assistance/; Schedule H, Part V, Section B, Line 16b FAP Application website A - HELEN NEWBERRY JOY HOSPITAL: Line 16b URL: https://hnjh.org/financial-assistance/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - HELEN NEWBERRY JOY HOSPITAL: Line 16c URL: https://hnjh.org/financial-assistance/; Schedule H, Part VI, Line 2 Needs assessment The organization's leadership team works closely with area organizations that are also focused on community health, needs assistance and the success of it's population. Local health department officials are consulted regularly. We are active participants in Human Services Collaborative Body, Suspected Child Abuse and Neglect, Advance Directive Education, Luce County Communities That Care, Luce Mackinac Alger Schoolcraft District Health Department, God's Country Cooperative Ministries and many more. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Our patient accounts advocates are educated on assistance programs. They work directly with patients to educate, offer options, assists with document preparation as well as offering verbal collaboration with necessary programs to ensure eligibility and qualification criteria are met. Schedule H, Part VI, Line 4 Community information Luce county has about 900 square miles of land area and is the 13th largest county in Michigan by total area. Population hovers around 5,000 with the total median household income being approximately $54,000. Nineteen percent of the population is college educated, possessing a bachelor's degree or higher. There is an employment rate of 37.3%. Of the current population, around 5% are uninsured. Single parent households make up 20% of the population. Leading causes of death in the area are cancer, heart disease and chronic lower respiratory disease. Schedule H, Part VI, Line 5 Promotion of community health The hospital participates in and organizes a plethora of activities during the year. Many of these events are centered around needs of the community such as women's health and veteran's health. We also host a resource fair for the county in which we reside which addresses teen and single mom needs. The hospital hosts 12 blood drives per year. The hospital offers CPR and First Aid classes for the betterment of the community. A provider on the hospital staff leads a program for continuing technical education for high school seniors, where students that are interested in healthcare industry can learn the flow of patient care within the hospital setting and develop skills that are essential in healthcare. Several support groups meet on the facilities grounds, including cancer support group, Parkinson's support group and diabetes support group. The facility is provided free of charge to the group participants. The organization holds an annual flu clinic, open to the public in October each year, and serves approximately 300 people. Prior to schools returning to session after summer break, our clinic offers free sports physicals to students. The hospital also participates in Human Services Collaborative Body, Suspected Child Abuse & Neglect work group, Dig Pink Breast Cancer fundraising, supports local food trucks and spends time and materials on many other initiatives that meet needs in the community. The hospital encourages continued education in the medical industry by reimbursing employees for their efforts to stay abreast of developments in healthcare. Hospital staff is supported through funding for conferences, licenses and tuition. Scholarships are also awarded to select students enrolled in a healthcare related program of study at higher learning institutions. Schedule H, Part VI, Line 7 State filing of community benefit report MI true SCHOLARSHIPS 4 31000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Grant funds are monitored closely by the designated committee which is comprised of internal staff and community members. Meetings are held to award grantees' funds, where criteria for qualification are reviewed and discussed at length. Annual review of stipulations is performed by the committee to verify use of funds is appropriate and that criteria are still being met. X false false false false false false false false false HUNTER NOSTRANT PT YR CEO 177410 0 17500 0 17011 0 10162 0 6250 0 228333 0 0 0 EMILY EMERY-SHEA CFO 125396 0 10000 0 8396 0 8665 0 10758 0 163215 0 0 0 MICHAEL BEAULIEU MD CHIEF MEDICAL OFFICER 116882 0 28000 0 19917 0 9780 0 9138 0 183717 0 0 0 MICHELE PETERSEN CHIEF NURSING OFFICER 145361 0 10000 0 917 0 8722 0 0 0 165000 0 0 0 RAGHU RAO MD PHYSICIAN 167063 0 81482 0 23859 0 12029 0 10197 0 294630 0 0 0 JONATHAN WEBB DO PHYSICIAN 180900 0 93420 0 233 0 11675 0 4693 0 290921 0 0 0 WILLIAM SHEPPARD PHYSICIAN 221195 0 11312 0 125 0 14479 0 7393 0 254504 0 0 0 BENJAMIN BRYANT PHYSICIAN 219152 0 0 0 30500 0 14987 0 124 0 264763 0 0 0 PATRICIA GILL MD PHYSICIAN 135327 0 84768 0 22251 0 9600 0 2823 0 254769 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 will be reviewed at a regular board meeting for review prior to filing. The board has opportunity to ask questions prior to the board meeting. Form 990, Part VI, Line 12c Conflict of interest policy An annual review of staff to identify potential conflicts is performed internally by human resources staff. In the event a conflict is identified that individual will abstain from voting. Form 990, Part VI, Line 15a Process to establish compensation of top management official Salary guidelines are set by independent committees using comparability data. These guidelines are then used to negotiate a contract with persons who serve in top management positions. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONTRACTED MEDICAL SERVICES - Total Expense: 6275975, Program Service Expense: 6275975, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER PROFESSIONAL FEES - Total Expense: 1968679, Program Service Expense: 1669046, Management and General Expenses: 299633, Fundraising Expenses: 0; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances OTHER CHANGES IN NET ASSETS - -135835; Total - -135835; HELEN NEWBERRY JOY POST EMPLOYMENT HEALTH PLAN VEBA TRUST 8625 ANDREW CARNEGIE BLVD CHARLOTTE NC 28262 376700105 POST-RETIREMENT BENEFIT PLAN MO 501(c)(9) HNJH true false false false false false false false false false false false false false false false false false true false