MUNSON HOME CARE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON HOME CARE (EIN 38-2191390)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349304868
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T13:06:30-05:00 | 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 | 382191390 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HOME CARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUNS | NameControl |
| Phone | 2319357777 | 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 A HEPLER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2319357777 | 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 | SHARI WILSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SIXTH ST | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49684 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17213390 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MUNSONHEALTHCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | MUNSON HOME CARE DELIVERS EXCELLENT CARE IN THE HOME FOR MUNSON HEALTHCARE PATIENTS AND THE RESIDENTS OF THE COMMUNITIES WE SERVE. MUNSON HOSPICE IS DEDICATED TO A TEAM APPROACH TO MANAGEMENT OF THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF THE TERMINALLY ILL AND THEIR LOVED ONES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 281 | TotalNbrEmployees |
| Total Nbr Volunteers | 145 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 361689 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 281889 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15688230 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16724866 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 110111 | InvestmentIncomePriorYear |
| Investment Income Current Year | 198388 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10581 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8247 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16170611 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17213390 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11637408 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11340143 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 49212 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5273619 | OtherExpensePriorYear |
| Other Expenses Current Year | 5402643 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16911027 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16742786 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -740416 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 470604 | RevenuesLessExpensesCY |
| Total Assets BOY | 8056834 | TotalAssetsBOY |
| Total Assets EOY | 8663076 | TotalAssetsEOY |
| Total Liabilities BOY | 1115575 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1194119 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6941259 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7468957 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MUNSON HOME CARE DELIVERS EXCELLENT CARE IN THE HOME FOR MUNSON HEALTHCARE PATIENTS AND THE RESIDENTS OF THE COMMUNITIES WE SERVE. MUNSON HOSPICE IS DEDICATED TO A TEAM APPROACH TO MANAGEMENT OF THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF THE TERMINALLY ILL AND THEIR LOVED ONES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9533439 | Expense |
| Revenue | 12309894 | Revenue |
| Description | SKILLED HOME CARE - PROVIDE SKILLED NURSING, PHYSICAL THERAPY AND SOCIAL WORK SERVICES TO HOME BOUND PATIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3709510 | Expense |
| Revenue | 4151454 | Revenue |
| Description | HOSPICE HOUSE - OWN AND OPERATE AN END-OF-LIFE FACILITY TO PROVIDE COMPASSIONATE CARE TO PATIENTS AND THEIR FAMILIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 663986 | Expense |
| Revenue | 271765 | Revenue |
| Description | PALLIATIVE CARE - MUNSON PALLIATIVE CARE ASSISTS IN CREATING AN ENVIRONMENT OF COMFORT, TRANQUILITY, DIGNITY, AND HEALTHY GRIEVING BASED ON PATIENT AND FAMILY WISHES. ALSO ASSISTS HEALTH CARE PROVIDERS IN TREATING PAIN AND OTHER SYMPTOMS IN THE LAST STAGES OF LIFE AND FACILITATES DIFFIULT CONVERSATIONS BETWEEN FAMILY MEMBERS AND HEALTH PROVIDERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13906935 | 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 | false | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | 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 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 281 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | 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 | 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 |
| Address Line2 | BUILDING C | AddressLine2 |
| 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 (10 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 | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| EDWIN NESS | ||||||||
| DIRECTOR | 1.00 | 40.00 | X | 0 | 741166 | 242296 | ||
| MARK HEPLER | ||||||||
| SEC/TREAS/CF | 1.00 | 40.00 | X | 0 | 290343 | 59971 | X | |
| MARK DEPONIO | ||||||||
| DIRECTOR | 1.00 | 40.00 | X | 0 | 206937 | 37911 | ||
| MARY BETH MORRISON | ||||||||
| DIRECTOR | 1.00 | 40.00 | X | 0 | 204509 | 38822 | ||
| KATHRINE GARTHE | ||||||||
| DIRECTOR | 1.00 | 40.00 | X | 0 | 174486 | 31677 | ||
| SHARI WILSON | ||||||||
| PRESIDENT/CH | 1.00 | 40.00 | X | 0 | 171400 | 30662 | X | |
| DIANE FISHER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SONJA GANGER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EDWARD NAPIERALA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DIANE PARSONS | ||||||||
| MEDICAL DIRE | 40.00 | 180071 | 0 | 16121 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 180071 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1788841 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 457460 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| QUALITY IN REAL TIME | |||||
| 16 CEDAR ST | FLORAL PARK | NY | 11001 | CODING | 249858 |
| KALKASKA MEMORIAL HEALTH CENTER | |||||
| 419 CORAL ST | KALKASKA | MI | 49646 | PATIENT ROOMS | 155389 |
| CERNER CORPORATION | |||||
| PO BOX 412702 | KANSAS CITY | MO | 64141 | COMPUTER SERVIC | 103027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 280051 | RelatedOrganizations |
| Government Grants | 1838 | GovernmentGrants |
| Total Contributions | 281889 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE AND MEDICAID PAYMENT | 621610 | 14447896 | 14447896 |
| PATIENT REVENUE | 621610 | 2276970 | 2276970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16724866 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57985 | TotalRevenueColumn |
| Exclusion | $57,985 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140403 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140403 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140403 | TotalRevenueColumn |
| Exclusion | $140,403 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 621610 | BusinessCode |
| Total Revenue Column | 8247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8247 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8247 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17213390 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16733113 | RelatedOrExemptFunctionIncome |
| Exclusion | $198,388 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8902972 | Total |
| Program Services | 7780189 | ProgramServices |
| Management And General | 1122783 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793493 | Total |
| Program Services | 693423 | ProgramServices |
| Management And General | 100070 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 948047 | Total |
| Program Services | 828486 | ProgramServices |
| Management And General | 119561 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695631 | Total |
| Program Services | 607903 | ProgramServices |
| Management And General | 87728 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3242405 | Total |
| Program Services | 2192577 | ProgramServices |
| Management And General | 1000628 | ManagementAndGeneral |
| Fundraising | 49200 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2155 | Total |
| Program Services | 595 | ProgramServices |
| Management And General | 1560 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296014 | Total |
| Program Services | 129472 | ProgramServices |
| Management And General | 166530 | ManagementAndGeneral |
| Fundraising | 12 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138939 | Total |
| Program Services | 26270 | ProgramServices |
| Management And General | 112669 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263684 | Total |
| Program Services | 230430 | ProgramServices |
| Management And General | 33254 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759470 | Total |
| Program Services | 754941 | ProgramServices |
| Management And General | 4529 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3473 | Total |
| Program Services | 1005 | ProgramServices |
| Management And General | 2468 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126209 | Total |
| Program Services | 107296 | ProgramServices |
| Management And General | 18913 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39763 | Total |
| Program Services | 33321 | ProgramServices |
| Management And General | 6442 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 450344 | 444685 | 5659 |
| BAD DEBT | 34053 | 34053 | |
| EQUIPMENT MAINTENANCE | 22887 | 21923 | 964 |
| MISCELLANEOUS | 22516 | 19635 | 2881 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731 | Total |
| Program Services | 731 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16742786 | Total |
| Program Services | 13906935 | ProgramServices |
| Management And General | 2786639 | ManagementAndGeneral |
| Fundraising | 49212 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488729 | BOY |
| EOY | 1624343 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3705207 | BOY |
| EOY | 2974292 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4083 | BOY |
| EOY | 900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2678687 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1390587 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1311238 | BOY |
| EOY | 1288100 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2520168 | BOY |
| EOY | 2775441 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27409 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8056834 | BOY |
| EOY | 8663076 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1115575 | BOY |
| EOY | 1194119 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1115575 | BOY |
| EOY | 1194119 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6941259 | BOY |
| EOY | 7468957 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6941259 | BOY |
| EOY | 7468957 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8056834 | BOY |
| EOY | 8663076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 470604 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 57094 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 382570 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 223872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 526401 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 281889 | CurrentTaxYear |
| Total | 1776421 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17483851 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18592906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16991209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15698811 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16724866 | CurrentTaxYear |
| Total | 85491643 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17866421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18816778 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17517610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16060500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17006755 | CurrentTaxYear |
| Total | 87268064 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 87268064 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17698 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51935 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57985 | CurrentTaxYear |
| Total | 202013 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17698 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51935 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57985 | CurrentTaxYear |
| Total | 202013 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17906871 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18834476 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17551555 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16112435 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17064740 | CurrentTaxYear |
| Total | 87470077 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99690 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 2520168 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 266972 | InvestmentEarningsOrLosses |
| Administrative Expenses | 11699 | AdministrativeExpenses |
| End Of Year Balance | 2775441 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2462932 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 70190 | InvestmentEarningsOrLosses |
| Administrative Expenses | 12954 | AdministrativeExpenses |
| End Of Year Balance | 2520168 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2409163 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 187323 | InvestmentEarningsOrLosses |
| Other Expenditures | 124884 | OtherExpenditures |
| Administrative Expenses | 8670 | AdministrativeExpenses |
| End Of Year Balance | 2462932 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2352761 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 59234 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2832 | AdministrativeExpenses |
| End Of Year Balance | 2409163 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2420567 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -63773 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4033 | AdministrativeExpenses |
| End Of Year Balance | 2352761 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1982380 | OtherCostOrOtherBasis |
| Depreciation | 883792 | Depreciation |
| Book Value | 1098588 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 679190 | OtherCostOrOtherBasis |
| Depreciation | 491887 | Depreciation |
| Book Value | 187303 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17117 | OtherCostOrOtherBasis |
| Depreciation | 14908 | Depreciation |
| Book Value | 2209 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1288100 | TotalOfBookValueLandBuildings |
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 | THE BOARD-DESIGNATED FUNDS ARE INTENDED FOR THE ON-GOING OPERATIONS OF THE HOME CARE AND HOSPICE PROGRAMS AS WELL AS SUSTAINING THE HOSPICE HOUSE. | 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 (7 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 | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN NESS | ||||||||||||
| DIRECTOR | 581988 | 157658 | 1520 | 223317 | 18979 | 983462 | ||||||
| MARK HEPLER | ||||||||||||
| SECTREASCFO | 241424 | 31844 | 17075 | 39379 | 20592 | 350314 | 4348 | |||||
| MARK DEPONIO | ||||||||||||
| DIRECTOR | 185810 | 19562 | 1565 | 22661 | 15250 | 244848 | ||||||
| MARY BETH MORRISON | ||||||||||||
| DIRECTOR | 171860 | 20712 | 11937 | 21021 | 17801 | 243331 | 3234 | |||||
| KATHRINE GARTHE | ||||||||||||
| DIRECTOR | 146403 | 18400 | 9683 | 17018 | 14659 | 206163 | 2500 | |||||
| SHARI WILSON | ||||||||||||
| PRESIDENTCHAIR | 144573 | 26489 | 338 | 13232 | 17430 | 202062 | ||||||
| DIANE PARSONS | ||||||||||||
| MEDICAL DIRECTOR | 178786 | 1285 | 8091 | 8030 | 196192 | |||||||
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 MARK HEPLER 0 24,893 0 MARK DEPONIO 0 11,513 0 MARY BETH MORRISON 0 10,709 0 KATHRINE GARTHE 0 9,600 0 SHARI WILSON 0 8,895 0 |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENT FUNDS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | MUNSON HOME CARE DELIVERS EXCELLENT CARE IN THE HOME FOR MUNSON HEALTHCARE PATIENTS AND THE RESIDENTS OF THE COMMUNITIES WE SERVE. MUNSON HOSPICE IS DEDICATED TO A TEAM APPROACH TO MANAGEMENT OF THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF THE TERMINALLY ILL AND THEIR LOVED ONES. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON HOME CARE HAS FOUR CLASSES OF MEMBERS. THE CLASS A MEMBER IS MUNSON HOME HEALTH, A MICHIGAN NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SEC. 501(C)(3), WITH 92.5% INTEREST IN THE CORPORATION. THE OTHER THREE CLASS MEMBERS EACH HAVE A 2.5% INTEREST IN THE CORPORATION. TWO ARE MICHIGAN HOSPITALS AND ONE IS A MICHIGAN MUNICIPAL HEALTH FACILITY CORPORATION. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | EACH OF THE CLASS B MEMBER, THE CLASS C MEMBER AND THE CLASS D MEMBER SHALL HAVE THE RIGHT TO APPOINT ONE MEMBER OF THE BOARD OF DIRECTORS, AND THE CLASS A MEMBER SHALL HAVE THE RIGHT TO APPOINT THE REMAINING DIRECTORS OF THE CORPORATION. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | THE FOLLOWING POWERS AND AUTHORITIES SHALL BE EXERCISED BY THE CORPORATION ONLY UPON RATIFICATION OF SUCH ACTION BY THE CLASS A MEMBER: 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; ACQUISITION OF ANY OTHER ENTITY OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; GRANTING ANY MORTGAGE, SECURITY, LIEN OR OTHER ENCUMBRANCE ON THE ASSETS OF THE CORPORATION OR ANY SUBSIDIARY, WITH THE EXCEPTION OF ANY MORTGAGE, SECURITY, LIEN OR OTHER ENCUMBRANCE APPROVED AS PART OF A BUDGET; CHANGE IN SCOPE OF SERVICES OR PROGRAMS PROVIDED BY MUNSON HOME CARE; AND APPOINTMENT OF THE PRESIDENT. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE MUNSON HOME CARE BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HOME CARE 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 HOME CARE AND MUNSON HEALTHCARE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON HOME CARE ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HOME CARE 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 SEPARATE RETURN |
| OTHER FEES FOR SERVICES | FORM 990, PART IX, LINE 11G | PURCHASED SERVICES 2,192,577 1,000,628 49,200 |
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 | HEALTHCARE | false | |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | C3 | 7 | MUNSON HC | HEALTHCARE | false | |
| MUNSON HOME HEALTH | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383335362 | HOME HEALT | MI | C3 | 11B | MUNSON HC | HEALTHCARE | false | |
| MUNSON HOME SERVICES | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | C3 | 9 | MUNS HOME | MUNSON HOME HEALTH | false | |
| MUNSON MEDICAL CENTER | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | C3 | 3 | MUNSON HC | HEALTHCARE | false | |
| NORTH FLIGHT INC | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | C3 | 11B | MUNSON HC | HEALTHCARE | false | |
| PAUL OLIVER MEMORIAL HOSPITAL | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | HEALTHCARE | MI | C3 | 3 | MUNSON HC | HEALTHCARE | false | |
| PAUL OLIVER MEMORIAL HOSPITAL FOUND | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 237201619 | RAISE FUND | MI | C3 | 7 | PAUL OLIVE | PAUL OLIVER MEMORIAL HOSPITAL | false | |
| MUNSON HEALTHCARE | ||||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382640544 | PARENT | MI | C3 | 11B | false | N/A | ||
| 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 CONDOMIMIUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 201902620 | REAL ESTAT | MI | N/A | false | MEDICAL OFFICE CONDOMIMIUM |
| 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 CONDOMIMIUM | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 201902620 | REAL ESTAT | MI | N/A | false | MEDICAL OFFICE CONDOMIMIUM |
| 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 | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | 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 | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MUNSON HEALTHCARE REGIONAL FOUNDATI | ||
| C | 280051 | FMV |
| MUNSON HOME HEALTH | ||
| M | 2082220 | FMV |
| MUNSON MEDICAL CENTER | ||
| K | 131304 | FMV |
| MUNSON MEDICAL CENTER | ||
| M | 54536 | FMV |
| MUNSON MEDICAL CENTER | ||
| P | 11138017 | FMV |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| P | 211223 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | MUNSON HOME CARE 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 |