MUNSON HEALTHCARE FOUNDATIONS: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MUNSON HEALTHCARE FOUNDATIONS (EIN 38-2642724)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-14
IRS object ID: 201411349349304986
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-14T13:16:17-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	382642724	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MUNSON HEALTHCARE REGIONAL	BusinessNameLine1
Business Name Line2	FOUNDATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	MUNS	NameControl
Phone	2319355000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1188	AddressLine1
City	TRAVERSE CITY	City
State	MI	State
ZIP Code	496851188	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARK HEPLER	Name
Title	CHIEF FINANCIAL OFFICER	Title
Phone	2319355000	Phone
Date Signed	2014-05-13	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DESIREE WORTHINGTON	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1150 MEDICAL CAMPUS DRIVE	AddressLine1
City	TRAVERSE CITY	City
State	MI	State
ZIP Code	49684	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	15561413	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.MUNSONHEALTHCARE.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1994	YearFormation
State Legal Domicile	MI	StateLegalDomicile
Activity Or Mission Description	INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES, INCLUDING MUNSON MEDICAL CENTER, MUNSON HOME CARE, NORTH FLIGHT, INC., AND KALKASKA MEMORIAL HEALTH CENTER; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PA	ActivityOrMissionDescription
Nbr Voting Members Governing Body	19	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	7434683	ContributionsGrantsPriorYear
Contributions Grants Current Year	13343585	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1095757	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1226790	ProgramServiceRevenueCY
Investment Income Prior Year	547912	InvestmentIncomePriorYear
Investment Income Current Year	975138	InvestmentIncomeCurrentYear
Other Revenue Prior Year	13662	OtherRevenuePriorYear
Other Revenue Current Year	15900	OtherRevenueCurrentYear
Total Revenue Prior Year	9092014	TotalRevenuePriorYear
Total Revenue Current Year	15561413	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1293008	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2462858	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	778229	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1095755	OtherExpensePriorYear
Other Expenses Current Year	1236849	OtherExpensesCurrentYear
Total Expenses Prior Year	2388763	TotalExpensesPriorYear
Total Expenses Current Year	3699707	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	6703251	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	11861706	RevenuesLessExpensesCY
Total Assets BOY	24232250	TotalAssetsBOY
Total Assets EOY	36495565	TotalAssetsEOY
Total Liabilities BOY	331450	TotalLiabilitiesBOY
Total Liabilities EOY	404004	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	23900800	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	36091561	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES, INCLUDING MUNSON MEDICAL CENTER, MUNSON HOME CARE, NORTH FLIGHT, INC., AND KALKASKA MEMORIAL HEALTH CENTER; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PA	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1748120	Expense
Grants	1748120	Grants
Revenue	870768	Revenue
Description	FUNDS FOR THE SUPPORT OF MUNSON MEDICAL CENTER, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDE PEDIATRIC PROGRAMS, UNMET HEALTHCARE NEEDS OF PATIENTS IN THE MUNSON SERVICE AREA, ADAPTIVE SPORTS ASSISTANCE, MEDICAL EQUIPMENT PURCHASES, FUNDS FOR THE HEALTHY FUTURES PROGRAM, SUPPORT FOR THE NORTHERN DIABETES INITIATIVE, PATIENT TRANSPORT ASSISTANCE, WOMEN'S CANCER FUND DISTRIBUTIONS TO PATIENTS, CONTINUING MEDICAL EDUCATION, NURSING AND STAFF TRAINING, DIABETES EDUCATION, THE MSU COLLEGE OF HUMAN MEDICINE PROGRAM, SUPPORT OF MUNSON MANOR AND OTHER HOSPITAL BASED PROGRAMS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	280051	Expense
Grants	280051	Grants
Revenue	139498	Revenue
Description	FUNDS TO SUPPORT MUNSON HOME CARE'S HOSPICE & PALLIATIVE CARE PROGRAM WHICH PROVIDES COMPASSIONATE, END-OF-LIFE CARE TO PATIENTS AND FAMILIES IN NORTHWEST MICHIGAN (INCLUDING ANTRIM, BENZIE, GRAND TRAVERSE, KALKASKA, LEELANAU, MANISTEE, MASON, OTSEGO AND WEXFORD COUNTIES). THE HEART OF THE PROGRAM'S MISSION IS TO SERVE INDIVIDUALS AND THEIR FAMILIES DURING THEIR GREATEST TIME OF NEED. SINCE 1978, MUNSON HOME CARE HAS CARED FOR OVER 10,000 PATIENTS LIVING WITH ADVANCED ILLNESS OR CONDITION, THEIR CAREGIVERS, AND THOSE WHO HAVE LOST A LOVED ONE-REGARDLESS OF AGE, RACE, RELIGION OR FINANCIAL CIRCUMSTANCES. MUNSON HOSPICE'S PROFESSIONAL STAFF AND DEDICATED VOLUNTEERS OFFER COMFORT, PEACE, AND COMPASSION IN THE HOME OR AT THE HOSPICE HOUSE, WHICH IS LOCATED ON THE CAMPUS OF MUNSON MEDICAL CENTER. ADDITIONALLY, MUNSON HOSPICE PROVIDES GRIEF SUPPORT SERVICES TO FAMILIES FOR UP TO ONE YEAR AFTER THE LOSS OF A LOVED ONE. HOSPICE BEREAVEMENT COUNSELORS ARE FREQUENTLY REQUESTED BY AREA SCHOOLS TO HELP STUDENTS AND TEACHERS COPE WITH THE TRAUMATIC DEATH OF A CLASSMATE OR OTHER CRISIS. OUR INNOVATIVE PALLIATIVE CARE PROGRAM GUIDES PATIENTS AND FAMILIES THROUGH DIFFICULT CONVERSATIONS AND CHOICES ABOUT TREATMENT AND PAIN MANAGEMENT.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	200000	Expense
Grants	200000	Grants
Revenue	99623	Revenue
Description	FUNDS FOR THE SUPPORT OF MUNSON DIALYSIS CENTER, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. INITIATIVES FUNDED INCLUDE UNMET HEALTHCARE NEEDS OF PATIENTS IN THE MUNSON SERVICE AREA AND OPERATIONAL SUPPORT OF THE DIALYSIS CENTER.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	234687	Expense
Grants	234687	Grants
Revenue	116901	Revenue
Description	MUNSON HEALTHCARE REGIONAL FOUNDATION GRANTS FUNDS TO PROVIDE FOR UNMET HEALTH CARE NEEDS IN THE MUNSON HEALTHCARE SERVICE AREA. FUNDS WERE PROVIDED FOR PAUL OLIVER CAPITAL IMPROVEMENTS AND NURSING SCHOLARSHIPS.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	234687	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	234687	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	116901	TotalOfOtherProgramServiceRev
Total Program Service Expense	2462858	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	21	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	19	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MUNSON HEALTHCARE CORPORATE FINANCE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2319357777	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4230 COPPER RIDGE DR	AddressLine1
City	TRAVERSE CITY	City
State	MI	State
ZIP Code	49684	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
EDWIN NESS
DIRECTOR	10.00	30.00	X	0	741166	242296
DESIREE WORTHINGTON
PRESIDENT	34.00	6.00	X	0	190626	37469	X
LORRAINE BEERS
DIRECTOR	2.00		X	0	69932	17155
KYLE CARR MD
SECRETARY	2.00		X	0	5000	0	X
ALICE SHIRLEY
DIRECTOR	2.00		X	0	0	0
ANN WARD GREGORY
DIRECTOR	2.00		X	0	0	0
BRUCE REAVELY
DIRECTOR	2.00		X	0	0	0
LESLIE JULIAN
DIRECTOR	2.00		X	0	0	0
CHARLES BUMB
CHAIR	2.00		X	0	0	0	X
CHARLES HAVILL
CHAIR	2.00		X	0	0	0
CYNTHIA GLINES MD
DIRECTOR	2.00		X	0	0	0
DENNIS PEARSALL
DIRECTOR	2.00		X	0	0	0
JON S ARMSTRONG
TREASURER	2.00		X	0	0	0	X
PAUL SCHMUCKAL
DIRECTOR	2.00		X	0	0	0
PHILLIP GOETHALS
DIRECTOR	2.00		X	0	0	0
REV HOMER NYE
DIRECTOR	2.00		X	0	0	0
RONALD YOCUM
DIRECTOR	2.00		X	0	0	0
SARAH WATKINS TRIPPE
DIRECTOR	2.00		X	0	0	0
KATHY DIXON
VICE CHAIR	2.00		X	0	0	0	X
WILLIAM MONTGOMERY
DIRECTOR	2.00		X	0	0	0
BARBARA SMITH
DIRECTOR	2.00		X	0	0	0
DAVID WRIGHT MD
DIRECTOR	2.00		X	0	0	0
MARK A HEPLER
CFO	0.00	40.00		0	290343	59971	X

Field	Value	IRS element (for citing)
Total Reportable Comp Frm Rltd Orgs	1297067	TotalReportableCompFrmRltdOrgs
Total Other Compensation	356891	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	13343585	AllOtherContributions
Total Contributions	13343585	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	SHARED SERVICE REVENUE	Description
Business Code	541900	BusinessCode
Total Revenue Column	1226790	TotalRevenueColumn
Related Or Exempt Function Income	1226790	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	1226790	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	282161	TotalRevenueColumn
Exclusion	$282,161	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	692977	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	692977	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	692977	TotalRevenueColumn
Exclusion	$692,977	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	15900	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	15900	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	15561413	TotalRevenueColumn
Related Or Exempt Function Income	1226790	RelatedOrExemptFunctionIncome
Exclusion	$975,138	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	2409103	Total
Program Services	2409103	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	53755	Total
Program Services	53755	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	16854	Total
Management And General	16854	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	3600	Total
Management And General	3600	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	965249	Total
Management And General	341208	ManagementAndGeneral
Fundraising	624041	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	30	Total
Fundraising	30	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	96263	Total
Management And General	14209	ManagementAndGeneral
Fundraising	82054	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	24133	Total
Management And General	24133	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	31064	Total
Management And General	1709	ManagementAndGeneral
Fundraising	29355	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	206	Total
Management And General	206	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	10109	Total
Management And General	10109	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	FundraisingFundraising
DUES AND SUBSCRIPTIONS	61630	44726	16904
MISCELLANEOUS	20926	1866	19060
DONOR RECOGNITION	6672		6672
REPAIRS	113		113

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3699707	Total
Program Services	2462858	ProgramServices
Management And General	458620	ManagementAndGeneral
Fundraising	778229	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	6353	BOY
EOY	4621375	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	5395647	BOY
EOY	13060318	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	5117	BOY
EOY	7459	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3180	BOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8008	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	8008	LandBldgEquipmentAccumDeprec

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	18821953	BOY
EOY	18806413	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	24232250	BOY
EOY	36495565	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	683	BOY
EOY	23536	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	330767	BOY
EOY	380468	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	331450	BOY
EOY	404004	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2793476	BOY
EOY	2793477	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	19375717	BOY
EOY	31239942	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1731607	BOY
EOY	2058142	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	23900800	BOY
EOY	36091561	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	24232250	BOY
EOY	36495565	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	11861706	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	329055	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	911071	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3092365	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2876379	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7448345	CurrentTaxYearMinus1Year
Current Tax Year	5343585	CurrentTaxYear
Total	19671745	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	911071	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3092365	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2876379	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7448345	CurrentTaxYearMinus1Year
Current Tax Year	5343585	CurrentTaxYear
Total	19671745	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	7091575	AmountsSubstContributorsTotal
Public Support Total170	12580170	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	230852	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	117795	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	205209	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	255996	CurrentTaxYearMinus1Year
Current Tax Year	282161	CurrentTaxYear
Total	1092013	Total

Field	Value	IRS element (for citing)
Total Support	20763758	TotalSupport
Gross Receipts From Admissions Etc	1242690	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.60590	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.87390	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
General Explanation	SHARED SERVICE REVENUE IS A REIMBURSEMENT OF THE FOUNDATION'S EXPENSES BY MUNSON HEALTHCARE, MUNSON MEDICAL CENTER, AND SEVERAL OTHER ORGANIZATIONS THAT BENEFIT FROM THE FOUNDATION'S FUNDRAISING EFFORTS. THE REIMBURSEMENT IS NOT CONSIDERED SUPPORT OF THE FOUNDATION, BUT MERELY A REIMBURSEMENT OF EXPENSES TO COVER THE COST OF THE FOUNDATION'S OPERATIONS. THEREFORE, THE REIMBURSEMENT AMOUNTS ARE NOT INCLUDED IN THE SUPPORT SCHEDULE, IN ACCORDANCE WITH THE INSTRUCTION DEFINITIONS.	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	18821953	BeginningOfYearBalance
Contributions	5774729	Contributions
Investment Earnings Or Losses	1373877	InvestmentEarningsOrLosses
Grants Or Scholarships	2467772	GrantsOrScholarships
Other Expenditures	33867	OtherExpenditures
Administrative Expenses	69687	AdministrativeExpenses
End Of Year Balance	23399233	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	15412634	BeginningOfYearBalance
Contributions	4422499	Contributions
Investment Earnings Or Losses	377826	InvestmentEarningsOrLosses
Grants Or Scholarships	1293008	GrantsOrScholarships
Other Expenditures	21689	OtherExpenditures
Administrative Expenses	76309	AdministrativeExpenses
End Of Year Balance	18821953	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	13118596	BeginningOfYearBalance
Contributions	1937725	Contributions
Investment Earnings Or Losses	1913713	InvestmentEarningsOrLosses
Grants Or Scholarships	1443489	GrantsOrScholarships
Other Expenditures	70515	OtherExpenditures
Administrative Expenses	43396	AdministrativeExpenses
End Of Year Balance	15412634	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	11231905	BeginningOfYearBalance
Contributions	2470828	Contributions
Investment Earnings Or Losses	873307	InvestmentEarningsOrLosses
Grants Or Scholarships	1384703	GrantsOrScholarships
Other Expenditures	48493	OtherExpenditures
Administrative Expenses	24248	AdministrativeExpenses
End Of Year Balance	13118596	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	14478163	BeginningOfYearBalance
Contributions	1592179	Contributions
Investment Earnings Or Losses	-1327951	InvestmentEarningsOrLosses
Grants Or Scholarships	1029785	GrantsOrScholarships
Other Expenditures	2455542	OtherExpenditures
Administrative Expenses	25160	AdministrativeExpenses
End Of Year Balance	11231905	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.07400	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.92600	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8008	OtherCostOrOtherBasis
Depreciation	8008	Depreciation

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
LIAB FOR CHARITBLE GIFT ANNUITY	$380,468
AFFILIATE ACCOUNTS PAYABLE

Field	Value	IRS element (for citing)
Total Of Amounts	380468	TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	INTENDED USES FOR ENDOWMENT FUNDS	Identifier
Return Reference	SCHEDULE D, PAGE 2, PART V, LINE 4	ReturnReference
Explanation	MUNSON HEALTHCARE REGIONAL FOUNDATION HOLDS PERMANENT ENDOWMENT FUNDS FOR MUNSON MEDICAL CENTER, BROTHER CORPORATION; FOR NURSING SCHOLARSHIPS; AND FOR OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM. QUASI-ENDOWMENT FUNDS ARE HELD FOR A VARIETY OF HEALTHCARE NEEDS IN THE MUNSON HEALTHCARE SYSTEM. THESE INCLUDE CAPITAL REPLACEMENT AND EXPANSION; SUSTAINING FUNDS FOR SPECIFIC PROGRAMS INCLUDING THE MUNSON HOSPICE HOUSE, THE MUNSON HOSPITALITY HOUSE, PEDIATRIC PROGRAMS, WOMEN'S HEALTH ISSUES, DIABETES INITIATIVES, COMMUNITY HEALTH NEEDS, RESEARCH, PATIENT TRANSPORT, PROFESSIONAL AND PATIENT EDUCATION, AND MANY OTHER IDENTIFIED INTERESTS OF MUNSON HEALTHCARE AND THE COMMUNITIES IT SERVES; AND FUNDS FOR PATIENTS WHO REQUIRE FINANCIAL ASSISTANCE TO OBTAIN HEALTH CARE OR FURTHER THEIR ABILITY TO RECEIVE HEALTH CARE. MUNSON HEALTHCARE REGIONAL FOUNDATION HAS NO FIN 48 LIABILITIES; AND THEREFORE, NO FOOTNOTE DISCLOSURE IN THE AUDITED FINANCIAL STATEMENTS. SEE AUDITED FINANCIAL STATEMENTS.	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	HOSPICE GIFT BA	NameOfEvent1
Gross Receipts Event1	15900	GrossReceiptsEvent1
Gross Revenue Event1	15900	GrossRevenueEvent1
Gross Receipts Total	15900	GrossReceiptsTotal
Gross Revenue Total Events	15900	GrossRevenueTotalEvents
Net Income Summary	15900	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
MUNSON MEDICAL CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381362830	(3)	1553083	OPERATIONAL SUPPORT
MUNSON HOME CARE
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382191390	(3)	280051	HOSPICE & PALLIATIVE
MUNSON DIALYSIS
4062 WEST ROYAL DRIVE	TRAVERSE CITY	MI	49684	383097861	(3)	200000	OPERATIONAL SUPPORT
PAUL OLIVER MEMORIAL HOSPITAL
224 PARK AVENUE	FRANKFORT	MI	49635	381415623	(3)	173287	LONG-TERM CARE RENOV
MUNSON MEDICAL CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381362830	(3)	195037	CAPITAL SUPPORT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	4	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	21	NumberOfRecipients
Amount Of Cash Grant	53755	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	THE MUNSON HEALTHCARE REGIONAL FOUNDATION REQUESTS AND RECEIVES REPORTS FROM PROGRAM MANAGERS FOR PROJECTS SUPPORTED WITHIN THE MUNSON HEALTHCARE SYSTEM. SCHOLARSHIPS ARE AVAILABLE FOR BOOKS, TUITION AND LAB FEES FOR THOSE GOING INTO NURSING OR PRIORITY HEALTH CARE FIELDS. RECIPIENTS ARE REIMBURSED FOR ITEMS COVERED UNDER THE TERMS OF THE SCHOLARSHIP. GRANTEES MUST TURN IN RECEIPTS AND GRADE REPORTS TO SUBSTANTIATE ELIGIBILITY, WHICH ARE THEN PROCESSED AND PAID OUT OF SCHOLARSHIP MONIES.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitle	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
EDWIN NESS
DIRECTOR	581988	157658	1520	223317	18979	983462
DESIREE WORTHINGTON
PRESIDENT	162423	27966	237	18307	19162	228095
MARK A HEPLER
CFO	241424	31844	17075	39379	20592	350314	4348

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION	SCHEDULE J, PAGE 1, PART I, LINE 3	THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON HEALTHCARE SYSTEM EXECUTIVES IS DETERMINED, IN PART, BY MEASURABLE PROGRESS TOWARD TO THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALIFY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE MUNSON FOUNDATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	SCHEDULE J, PAGE 1, PART I, LINE 4	EDWIN NESS 0 210,942 0 DESIREE WORTHINGTON 0 10,065 0 MARK A. HEPLER 0 24,893 0
OTHER ADDITIONAL INFORMATION	SCHEDULE J, PART III	EXECUTIVE SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES, INCLUDING MUNSON MEDICAL CENTER, MUNSON HOME CARE, NORTH FLIGHT, INC., AND KALKASKA MEMORIAL HEALTH CENTER; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PARTICIPATE IN ESTABLISHING AND ACHIEVING MUNSON HEALTHCARE'S REGIONAL FUNDRAISING TARGETS AND GOALS IN ACCORDANCE WITH MUNSON HEALTHCARE'S FUNDRAISING PLANS AND STRATEGIES; AND G) TO SUPPORT AND PARTICIPATE IN THE ACHIEVEMENT OF THE MISSION OF MUNSON HEALTHCARE AND ITS AFFILIATES, CONSISTENT WITH THEIR COLLECTIVE MISSION.
SECOND ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4B	CENTER. ADDITIONALLY, MUNSON HOSPICE PROVIDES GRIEF SUPPORT SERVICES TO FAMILIES FOR UP TO ONE YEAR AFTER THE LOSS OF A LOVED ONE. HOSPICE BEREAVEMENT COUNSELORS ARE FREQUENTLY REQUESTED BY AREA SCHOOLS TO HELP STUDENTS AND TEACHERS COPE WITH THE TRAUMATIC DEATH OF A CLASSMATE OR OTHER CRISIS. OUR INNOVATIVE PALLIATIVE CARE PROGRAM GUIDES PATIENTS AND FAMILIES THROUGH DIFFICULT CONVERSATIONS AND CHOICES ABOUT TREATMENT AND PAIN MANAGEMENT.
ALL OTHER ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	MUNSON HEALTHCARE REGIONAL FOUNDATION GRANTS FUNDS TO PROVIDE FOR UNMET HEALTH CARE NEEDS IN THE MUNSON HEALTHCARE SERVICE AREA. FUNDS WERE PROVIDED FOR PAUL OLIVER CAPITAL IMPROVEMENTS AND NURSING SCHOLARSHIPS.
CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PAGE 6, PART VI, LINE 6	MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	TRUSTEES ARE ELECTED FROM AMONG THOSE PERSONS NOMINATED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. ADDITIONALLY, THE PRESIDENT OF MUNSON HEALTHCARE OR DESIGNEE AND THE PRESIDENT OF MUNSON HEALTHCARE REGIONAL FOUNDATION SERVE AS TRUSTEES ON AN EX-OFFICIO BASIS, WITH VOTE.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	FORM 990, PAGE 6, PART VI, LINE 7B	CERTAIN DECISIONS OF THE MUNSON HEALTHCARE REGIONAL FOUNDATION TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; AND APPOINTMENT OF THE PRESIDENT.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE MUNSON HEALTHCARE REGIONAL FOUNDATION BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HEALTHCARE REGIONAL FOUNDATION BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON HEALTHCARE SYSTEM EXECUTIVES IS DETERMINED, IN PART, BY MEASURABLE PROGRESS TOWARD THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALITY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. MUNSON HEALTHCARE'S INTENT FOR EXECUTIVE BASE COMPENSATION IS TO BE AT THE MEDIAN WHEN COMPARED TO LIKE-SIZE NON-PROFIT HOSPITALS AND HEALTHCARE SYSTEMS.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	COMPENSATION OF OTHER OFFICERS IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES FOR MUNSON HEALTHCARE REGIONAL FOUNDATION AND MUNSON HEALTHCARE.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE MUNSON HEALTHCARE REGIONAL FOUNDATION ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HEALTHCARE REGIONAL FOUNDATION DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
GROUP RETURN METHOD	FORM 990, PAGE 7, PART VII	PARENT ORGANIZATION HAS FILED A CONSOLIDATED RETURN
OTHER FEES FOR SERVICES	FORM 990, PART IX, LINE 11G	CONTRACT LABOR AND BENEFITS 0 341,208 584,399 CONTRACT SERVICES 0 0 39,642

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Business Name Line2DirectControllingEntityName/BusinessNameLine2	Controlled OrgControlledOrg	Direct Controlling Entity NADirectControllingEntityNA
MUNSON DIALYSIS CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	383097861	DIALYSIS	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	false
MUNSON HEALTHCARE
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382640544	PARENT	MI	C3	11B			false	N/A
MUNSON HOME CARE
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382191390	HOME HEALT	MI	C3	9	MUN HOME H	MUNSON HOME HEALTH	false
MUNSON HOME HEALTH
1105 SIXTH ST	TRAVERSE CITY	MI	49684	383335362	HOME HEALT	MI	C3	11B	MUNSON HC	MUNSON HEALTHCARE	false
MUNSON HOME SERVICES
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382543463	HOME HEALT	MI	C3	9	MUN HOME H	MUNSON HOME HEALTH	false
MUNSON MEDICAL CENTER
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381362830	HOSPITAL	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	false
NORTH FLIGHT INC
1105 SIXTH ST	TRAVERSE CITY	MI	49684	382657917	MED TRANSP	MI	C3	11B	MUNSON HC	MUNSON HEALTHCARE	false
PAUL OLIVER MEMORIAL HOSPITAL
1105 SIXTH ST	TRAVERSE CITY	MI	49684	381415623	HEALTHCARE	MI	C3	3	MUNSON HC	MUNSON HEALTHCARE	false
PAUL OLIVER MEMORIAL HOSPITAL FOUND
1105 SIXTH ST	TRAVERSE CITY	MI	49684	237201619	RAISE FUND	MI	C3	7	PAUL OLV H	PAUL OLIVER MEMORIAL HOSPITAL	false
MUNSON MEDICAL GROUP
1105 SIXTH ST	TRAVERSE CITY	MI	49684	273600575	PHYSICIAN	MI	C3	9	MUNSON MED	MUNSON MEDICAL CENTER	false

Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner
MUNSON MEDICAL BUILDING PARTNERS
PO BOX 1188	TRAVERSE CITY	MI	496851188	382830005	REAL ESTAT	MI	N/A	false	false
NORTHERN MICHIGAN SUPPLY ALLIANCE
2651 AERO PARK DR	TRAVERSE CITY	MI	49686	383453378	PURCHASING	MI	N/A	false	false
MUNSON MEDICAL BUILDING PARTNERS
PO BOX 1188	TRAVERSE CITY	MI	496851188	382830005	REAL ESTAT	MI	N/A	false	false
NORTHERN MICHIGAN SUPPLY ALLIANCE
2651 AERO PARK DR	TRAVERSE CITY	MI	49686	383453378	PURCHASING	MI	N/A	false	false

Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg	Business Name Line2NameOfRelatedOrg/BusinessNameLine2
MUNSON SUPPORT SERVICES
PO BOX 1188	TRAVERSE CITY	MI	496851188	382872821	LAUNDRY	MI	N/A	false
MUNSON SERVICES INC
PO BOX 1188	TRAVERSE CITY	MI	496851188	383144382	PHARMACY	MI	N/A	false
MEDICAL OFFICE BUILDING CONDOMINIUM
PO BOX 1188	TRAVERSE CITY	MI	496851188	383567278	REAL ESTAT	MI	N/A	false	MEDICAL OFFICE BUILDING CONDOMINIUM
SIXTH STREET DRUGS INC
PO BOX 1188	TRAVERSE CITY	MI	496851188	382298290	PHARMACY	MI	N/A	false
MEDICAL OFFICE CONDOMINIUM
PO BOX 1188	TRAVERSE CITY	MI	496851188	201902620	REAL ESTAT	MI	N/A	false	MEDICAL OFFICE CONDOMINIUM
MUNSON MOBILE IMAGING
PO BOX 1188	TRAVERSE CITY	MI	496851188	382704069	IMAGING	MI	N/A	false
MUNSON SUPPORT SERVICES
PO BOX 1188	TRAVERSE CITY	MI	496851188	382872821	LAUNDRY	MI	N/A	false
MUNSON SERVICES INC
PO BOX 1188	TRAVERSE CITY	MI	496851188	383144382	PHARMACY	MI	N/A	false
MEDICAL OFFICE BUILDING CONDOMINIUM
PO BOX 1188	TRAVERSE CITY	MI	496851188	383567278	REAL ESTAT	MI	N/A	false	MEDICAL OFFICE BUILDING CONDOMINIUM
SIXTH STREET DRUGS INC
PO BOX 1188	TRAVERSE CITY	MI	496851188	382298290	PHARMACY	MI	N/A	false
MEDICAL OFFICE CONDOMINIUM
PO BOX 1188	TRAVERSE CITY	MI	496851188	201902620	REAL ESTAT	MI	N/A	false	MEDICAL OFFICE CONDOMINIUM
MUNSON MOBILE IMAGING
PO BOX 1188	TRAVERSE CITY	MI	496851188	382704069	IMAGING	MI	N/A	false

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (20 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
MUNSON HOME CARE
B	280051	FMV
MUNSON MEDICAL CENTER
B	1748120	FMV
PAUL OLIVER MEMORIAL HOSPITAL
B	173287	FMV
MUNSON DIALYSIS CENTER
B	200000	FMV
MUNSON HEALTHCARE
L	522407	FMV
MUNSON MEDICAL CENTER
L	523199	FMV
PAUL OLIVER MEMORIAL HOSPITAL FOUND
L	85872	FMV
MUNSON HEALTHCARE
M	53412	FMV
MUNSON HEALTHCARE
O	853796	FMV
MUNSON MEDICAL CENTER
P	90872	FMV
MUNSON HOME CARE
B	280051	FMV
MUNSON MEDICAL CENTER
B	1748120	FMV
PAUL OLIVER MEMORIAL HOSPITAL
B	173287	FMV
MUNSON DIALYSIS CENTER
B	200000	FMV
MUNSON HEALTHCARE
L	522407	FMV
MUNSON MEDICAL CENTER
L	523199	FMV
PAUL OLIVER MEMORIAL HOSPITAL FOUND
L	85872	FMV
MUNSON HEALTHCARE
M	53412	FMV
MUNSON HEALTHCARE
O	853796	FMV
MUNSON MEDICAL CENTER
P	90872	FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE R	ReturnReference
Explanation	MUNSON HEALTHCARE REGIONAL FOUNDATION USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED SUMMARIZED AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS	Explanation