BEACON DOWAGIAC INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BEACON DOWAGIAC INC (EIN 38-1490190)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349307804
- Schema version
- 2012v2.1
- 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 | 2014-05-14T17:19:11-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381490190 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lee Memorial Hospital Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEEM | NameControl |
| Phone | 2697828681 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Felbinger | Name |
| Title | CFO | Title |
| Phone | 2697828681 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alicia M Janisch | Name |
| PTIN | P00741382 | PTIN |
| Phone | 5137847100 | Phone |
| Date Prepared | 2014-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Lee Memorial Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John Ryder | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27034571 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.borgesslee.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | To promote the health and well-being of the communities we serve. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 316 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 210154 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 187863 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28470598 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25926933 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 129573 | InvestmentIncomePriorYear |
| Investment Income Current Year | 173059 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 217825 | OtherRevenuePriorYear |
| Other Revenue Current Year | 746716 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29028150 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27034571 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15623432 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16499003 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14843682 | OtherExpensePriorYear |
| Other Expenses Current Year | 10345204 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30467114 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26844207 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1438964 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 190364 | RevenuesLessExpensesCY |
| Total Assets BOY | 15934657 | TotalAssetsBOY |
| Total Assets EOY | 15937948 | TotalAssetsEOY |
| Total Liabilities BOY | 23667915 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22770767 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -7733258 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -6832819 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Lee Memorial Hospital is a values-based community hospital continuing the healing mission of the Sisters of St. Joseph and Borgess Health. Our Mission is to promote the health and well-being of the communities we serve respecting the dignity of human life and actively responding to the needs of the poor. Our Values-We are called to: Service of the Poor: Generosity of spirit, especially for persons most in need. Reverence: Respect and compassion for the dignity and diversity of life. Integrity: Inspiring trust through personal leadership. Wisdom: Integrating excellence and stewardship. Creativity: Courageous and innovation. Dedication: Affirming the hope and joy of our ministry. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22112758 | Expense |
| Revenue | 22277964 | Revenue |
| Description | Outpatient Revenue - Fees for providing outpatient health care services which allowed Lee Memorial Hospital to pay for supplies, salaries, and other expenses necessary to meet our mission to provide health care services to all residents in the Cass County area regardless of their ability to pay for those services. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4275614 | Expense |
| Revenue | 4307623 | Revenue |
| Description | Inpatient Revenue - Fees for providing inpatient and swing bed health care services which allowed Lee Memorial Hospital to pay for supplies, salaries, and other expenses necessary to meet our mission to provide health care services to all residents in the Cass County area regardless of their ability to pay for those services. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9388 | Expense |
| Revenue | 9388 | Revenue |
| Description | Pharmacy - Pharmacy Services are provided to all patients without consideration of their ability to pay for those services. If the patient is unable to pay for pharmacy, they can apply for charity care and the charges will be written off. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 26397760 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 316 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Ryder | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2697828681 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Charles K Burling DDS | ||||||||
| Chair | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| William J Lawrence | ||||||||
| Vice Chair (end 11/12) | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Terry Harris | ||||||||
| Vice Chair | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Thomas A Atkinson | ||||||||
| Secretary | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Frank Williams | ||||||||
| Treasurer | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Dale Blunier | ||||||||
| Trustee (end 11/12) | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Father Kevin A Covert | ||||||||
| Trustee (end 9/12) | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mark Daniel PhD | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| James Eckman | ||||||||
| Trustee (start 5/13) | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Elaine Foster PhD | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Rozanne Scherr | ||||||||
| Trustee (start 4/13) | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| J Scott Winchester | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Robert Hill MD | ||||||||
| VP Medical Staff Affairs(start 4/13) | 5.00 | 35.00 | X | X | 0 | 241580 | 41129 | |
| Mark Anthony | ||||||||
| Exec. VP and COO | 5.00 | 35.00 | X | X | 0 | 321445 | 54784 | |
| Linda A Root | ||||||||
| VP Mission Integration | 5.00 | 35.00 | X | X | 0 | 224081 | 59231 | |
| John Ryder | ||||||||
| COO (start 8/12) | 20.00 | 20.00 | X | X | 0 | 187470 | 65794 | |
| Joy A Strand | ||||||||
| COO (end 7/12) | 1.00 | 39.00 | X | X | 0 | 240244 | 34071 | |
| Anthony F Olivia | ||||||||
| Chief Medical Officer (end 3/13) | 1.00 | 39.00 | X | X | 0 | 532227 | 35749 | |
| Marcus Free MD | ||||||||
| Chief of Staff (start 5/13) | 40.00 | 0.00 | X | X | 66563 | 0 | 1391 | |
| James Wierman DO | ||||||||
| Chief of Staff (end 9/12) | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Kenneth Holst | ||||||||
| CFO | 40.00 | 0.00 | X | 0 | 165549 | 28370 | ||
| Paul A Spaude | ||||||||
| CEO - Health System | 1.00 | 39.00 | X | 0 | 1377283 | 144295 | ||
| Richard Felbinger | ||||||||
| CFO - Health System | 1.00 | 39.00 | X | 0 | 484745 | 77766 | ||
| Sirinivasan Dhatreecharan | ||||||||
| Physician | 40.00 | 0.00 | 284550 | 0 | 14363 | X | ||
| Boonchoo Change | ||||||||
| Physician | 40.00 | 0.00 | 280401 | 0 | 21110 | X | ||
| Abbas R Syed | ||||||||
| Physician | 40.00 | 0.00 | 209233 | 0 | 7062 | X | ||
| Donnie Bouchard | ||||||||
| Physician | 40.00 | 0.00 | 208694 | 0 | 15015 | X | ||
| Marcus Gardiner | ||||||||
| RN Anesthetist | 40.00 | 0.00 | 158846 | 0 | 15855 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1208287 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3774624 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 615985 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Weatherby Locums Inc | |||||
| PO Box 972633 | Dallas | TX | 75397 | Physician Services | 1109230 |
| Medical Doctor Associate | |||||
| 145 Technology Parkway | Norcross | GA | 30092 | Physician Services | 506494 |
| Midwest Mobile Diagnostic Image | |||||
| 1700 Gull Road | Kalamazoo | MI | 49001 | Mobile MRI | 406653 |
| Apogee Medical Management | |||||
| 2525 E Camelback Road | Phoenix | AZ | 85016 | Hospitalist Physician Services | 364003 |
| Premier Radiology | |||||
| 1535 Gull Road | Kalamazoo | MI | 49048 | Physician Radiology Service | 334860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Related Organizations | 40149 | RelatedOrganizations |
| Government Grants | 142647 | GovernmentGrants |
| All Other Contributions | 5067 | AllOtherContributions |
| Total Contributions | 187863 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Net Patient Revenue | 621990 | 25917545 | 25917545 |
| Pharmacy Income | 446110 | 9388 | 9388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25926933 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173059 | TotalRevenueColumn |
| Exclusion | $173,059 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18875 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18875 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18875 | TotalRevenueColumn |
| Exclusion | $18,875 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Outside Svcs/Incentive | 621990 | 668042 | 668042 | |
| Cafeteria/Vending | 722210 | 53094 | $53,094 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6705 | TotalRevenueColumn |
| Exclusion | $6,705 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 727841 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27034571 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26594975 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $251,733 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12770662 | Total |
| Program Services | 12430298 | ProgramServices |
| Management And General | 340364 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698128 | Total |
| Program Services | 690988 | ProgramServices |
| Management And General | 7140 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2108667 | Total |
| Program Services | 2105787 | ProgramServices |
| Management And General | 2880 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 921546 | Total |
| Program Services | 900310 | ProgramServices |
| Management And General | 21236 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1398838 | Total |
| Program Services | 1384850 | ProgramServices |
| Management And General | 13988 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118698 | Total |
| Program Services | 117511 | ProgramServices |
| Management And General | 1187 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171560 | Total |
| Program Services | 169844 | ProgramServices |
| Management And General | 1716 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1334939 | Total |
| Program Services | 1321589 | ProgramServices |
| Management And General | 13350 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134956 | Total |
| Program Services | 133606 | ProgramServices |
| Management And General | 1350 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507693 | Total |
| Program Services | 503584 | ProgramServices |
| Management And General | 4109 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71331 | Total |
| Program Services | 71261 | ProgramServices |
| Management And General | 70 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Physician Fees | 3274534 | 3274534 | |
| Medical Supplies | 2063935 | 2041023 | 22912 |
| Contract Labor | 554396 | 548852 | 5544 |
| Minor Eqipment | 75853 | 75853 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638471 | Total |
| Program Services | 627870 | ProgramServices |
| Management And General | 10601 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26844207 | Total |
| Program Services | 26397760 | ProgramServices |
| Management And General | 446447 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014 | BOY |
| EOY | 1116 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1473958 | BOY |
| EOY | 1446870 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5401190 | BOY |
| EOY | 5190878 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357605 | BOY |
| EOY | 406077 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19647 | BOY |
| EOY | 6782 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19058577 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14093655 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5123690 | BOY |
| EOY | 4964922 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3557553 | BOY |
| EOY | 3921303 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15934657 | BOY |
| EOY | 15937948 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2481327 | BOY |
| EOY | 2982775 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21186588 | BOY |
| EOY | 19787992 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23667915 | BOY |
| EOY | 22770767 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7733258 | BOY |
| EOY | -6832819 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7733258 | BOY |
| EOY | -6832819 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15934657 | BOY |
| EOY | 15937948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 190364 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 130568 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 579507 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52096 | OtherCostOrOtherBasis |
| Book Value | 52096 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12035985 | OtherCostOrOtherBasis |
| Depreciation | 8063978 | Depreciation |
| Book Value | 3972007 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6826467 | OtherCostOrOtherBasis |
| Depreciation | 5885680 | Depreciation |
| Book Value | 940787 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 144029 | OtherCostOrOtherBasis |
| Depreciation | 143997 | Depreciation |
| Book Value | 32 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4964922 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Interest in Investments Held by Ascension Health Alliance | Description |
| Book Value | 3921303 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3921303 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to Borgess Medical Center | $15,640,891 |
| Self Insurance Liability | $90,021 |
| Pension Payable | $3,870,121 |
| Asset Retirement Obligations | $100,000 |
| A/R Probable Refunds | $83,000 |
| Escheats Payable | $3,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19787992 | TotalOfAmounts |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1476117 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1177861 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 298256 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01110 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 6616210 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4872146 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1744064 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06500 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8092327 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6050007 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2042320 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07610 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 90209 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 424 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 89785 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00330 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 123376 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 123376 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00460 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 29307 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 29307 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00110 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 242892 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 424 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 242468 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00900 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8335219 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6050431 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2284788 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08510 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 5416 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 5416 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 14616 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 14616 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 20032 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 20032 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00070 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $2,648,256 | BadDebtExpenseAmount |
| Amount Attributable To | 389280 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 5048789 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 5098777 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -49988 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Lee Memorial Hospital | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W High Street | AddressLine1 |
| City | Dowagiac | City |
| State | MI | State |
| ZIP Code | 49047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.borgesslee.com | WebsiteAddress |
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Critical Access Hospital | X | CriticalAccessHospital |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Lee Memorial Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | 1 | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Needs Assessment Conducted | 12 | NeedsAssessmentConducted |
| Take Into Account | 1 | TakeIntoAccount |
| Other Facilities | 0 | OtherFacilities |
| CHNA Widely Available | 1 | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Participate Community Plan | X | ParticipateCommunityPlan |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | 0 | AllNeedsAddressed |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 300.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Average Negotiated Rates | X | AverageNegotiatedRates |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)
| ExplanationExplanation | IdentifierIdentifier |
|---|---|
| Part I, Line 7: The cost of providing charity care and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association (CHA) Guidelines. The organization uses a cost accounting system that addresses all patient segments. For the information in the table, a cost-to-charge ratio was calculated and applied. | |
| Part II: The organization provides education and materials to help promote healthy living through community health fairs, diabetes education and health screenings. | |
| Part III, Line 4: From the consolidated audited financial statements of Ascension Health Alliance (which includes the activity of Lee Memorial Hospital Corporation):The provision for doubtful accounts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the System follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the Borgess' policies. | |
| Part III, Line 8: Ascension Health and related health ministries follow the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. | |
| Part III, Line 9b: The organization has a written debt collection policy and collection procedures will only pertain to patients that do not qualify for charity or financial assistance and who are not complying with payment arrangements that have been agreed to by the hospital and the patient. | |
| Part V, Section B, Line 3: To gain the important input needed for the CHNA, a CHNA Committee was formed. This committee included Lee Memorial Hospital leadership, representatives from governmental health organizations and community agency people who are directly involved in providing services to the medically underserved, minority, and low income populations. Below is the list of the CHNA Committee members and the organizations they represent:1) Dr. Rick Johansen - Berrien, Van Buren, Cass Counties Health Department2) Kari Adams - Lee Memorial Hospital3) Beth Cripe - Lee Memorial Hospital4) Judy Drenth - Lee Memorial Hospital5) Carol Howland - Lee Memorial Hospital6) John Ryder - Lee Memorial Hospital7) Mia Willhite - Lee Memorial Hospital8) Bob Cochrane - Cass County Council on Aging9) Mary Middleton - Cass Family Clinic10) Tom Atkins - City of Dowagiac-Polic Department11) Cindy Underwood - Department of Human Services12) Suzanne Dorman - Dowagiac Union Schools13) Dr. Arthur Culpepper - Pokagon Health Center14) Jeff Elliot - Van Buren/Cass County District Health Department15) Kathy Emans - Woodlands Behavioral Healthcare NetworkThe CHNA Committee met three times over the course of two months. Members brought data to these meetings which were reviewed. Discussions and presentations helped committee members identified key community health priorities and resources available to meet them. This process provided a significant amount of data collection that covered multiple categories which related to health needs of Cass County. This data was synthesized to develop a Community Needs Scorecard, the frame work of the CHNA.Summary of Measures Collected and Reviewed:- BLMH Community Benefit Activities- BLMH Primary Care/Providers Availability- BLMH Diabetic Advisory Committee data- Borgess Diabetic Data- Borgess Obesity Data- County Rankings & Roadmaps- Leading Diagnoses for Hospitalization-Cass County- Preventable Hospitalizations and Rates-Cass County- Michigan's Health Profile Chartbook- Michigan's State Health Assessment and State Health Improvement Plan- Health Risk Behavior in The State of Michigan-2011 Behavioral Risk Factor Survey.Phases of the Assessment Process:- Community/agency/organization meetings and discussions- Information/data collection and review- Key community health needs identification/agreement- Strategy development- Community stakeholder consideration and validation- Indicator/Measurement development necessary to monitor community changes and impacts.Assessment Priorities and Health Needs Identification:To determine priorities, five priority selection criteria were set:1. Impact on the community health improvement2. Scope of the community affected3. Threat to long term quality of life4. Resources/Capacity to address identified issues5. Consequences of inactionAfter synthesizing the information and applying the priority selection criteria, the following were identified as major factors affecting the health of Cass County residents (Assessment Priorities) and were used to determine the four major focus areas (Health Needs Identification) as identified through the CHNA process:Major Factors/Focus Areas:Access to primary care:- Understanding of Physicians- Urgent care when needed- Cass County has an incredibly high patient to physician rate of 8,401:1 compared to state rate of 1,119:1 and national benchmark of 631:1Diabetes/Obesity:- 10.7% of the residents in Cass County have diabetes and the rate is growing.- 31% of the residents in Cass County are considered obese.- Obesity is Michigan's top health priority.- Both diabetes and obesity are leading causes of disease and death.Access to mental health/psychiatric care:- Mental health us a leading cause of disability in Cass County.- Nationally, it is estimated that 25% of adults endure a mental disorder during a year.Community wellness/health education:- Borgess Lee Memorial Hospital is in the position to lead a community wellness effort through screenings and other similar initiatives.- Health education is the key to reducing the diabetes and obesity rates as well as the rates for many other chronic diseases.Community Assets Identified:The CHNA Committee will continue to serve as a forum for community and healthcare stakeholders to work together in addressing the needs of the community through shared initiatives and collaboration to the four major factors/focus areas noted above. The committee represents community assets that are vital to improving the health of residents of Cass County, including: Lee Memorial Hospital and its primary care provider network, the Cass County Family Clinic, the Cass County Health Department, the Cass County Council on Aging, the Department of Human Services, the Pokagon Health Center and Woodlands Behavioral Healthcare Network. | Borgess Lee Memorial Hospital |
| Part V, Section B, Line 5c: The Hospital facility's webiste address is http://www.borgess.com/files/chna/CHNA_Borgess-Lee.pdf | Borgess Lee Memorial Hospital |
| Part V, Section B, Line 7: Lee Memorial Hospital priorities and implementation strategies were developed based on the findings established by the CHNA, BLMH strengths and capabilities, BLMH strategic direction and a review of the hospital's existing community benefit activities: The CHNA resulted in four major focus areas: - Access to primary care - Diabetes/obesity - Access to mental health/psychiatric care - Community wellness/health education Lee Memorial Hospital used the following criteria to determine implementation priorities: - Severity of the issue - Ability of the hospital to affect change - Ability to evaluate outcomes - Community and hospital resources available Based on these criteria, Lee Memorial Hospital will develop initiatives to address access to primary care including physician understaffing and urgent care. It will also develop initiatives to lessen diabetes and obesity rates. It will work in partnership with other members of the CHNA Committee to address access to mental health/psychiatric care and to implement community wellness/health education programs. Lee Memorial Hospital Objectives: - Complete 90% of planned permanent physician and mid-level replacements by 12/31/13- Implement a community-wide diabetes initiative - Convene a community task force and lead plan development to improve access to mental health and psychiatric care - Convene a community task force and help plan to implement community wellness programs Description of What Lee Memorial Hospital Will Do To Address Community Needs:Hospital Initiatives:Access to Primary Care:Access to primary including the lack of physicians was identified as a major community health need. Lee Memorial Hospital will continue to lead and spearhead initiatives to attract and retain high quality primary care physicians and mid-level providers. Access to Primary Care Action Plans: -Maintain aggressive, ongoing recruiting programs to seek out and hire permanent Physician, Nurse Practitioner and Physician Assistant providers to fill the staffing needs identified by Lee Memorial Hospital and the Borgess Lee Medical Group1) Family Practice-add new internal medicine and family practice physicians and new nurse practitioners and physician assistants 2) Pediatrics-add new nurse practitioners and physician assistants 3) Orthopedics-add a new orthopedic surgeon - Continue Internal and Recruiting Agency Initiatives Currently in Progress - Create Succession Plan for next 1-5 years Diabetes EducationCass County's diabetes rate is high and is a major catalyst contributing to a whole range of health disease and issues. Lee Memorial Hospital will use its position within the community and the clinical expertise of its people to lead county-wide diabetes awareness and education efforts. Diabetes Education Action Plans: - Develop Diabetes education business plan by 6/1/13 - Implement plan by 12/30/13 - Review plan progress during Q3 calendar year 2014 - Report progress to Lee Memorial Hospital Board by 9/1/14 Community Partnership Initiatives:Mental Health/Psychiatric Care Access Lee Memorial Hospital will seek to help establish a community partnership to address this major health need. It will participate, help implement and remained involved in actions and initiatives designed to improve access to mental health and psychiatric care. Mental Health/Psychiatric Care Access Action Plans- Identify CHNA participants who would be stakeholders in this initiative - Establish a Task Force - Develop a plan with goals for July 2013-June 2014 - Review progress during Q3 of calendar year 2014 with Board update Community Wellness Initiatives Lee Memorial Hospital is in a unique position to help convene and lead a community partnership that focuses efforts and resources on programs that help improve and maintain wellness among the residents of Cass County. Community Wellness Action PlansIdentify CHNA Participants with interest in this initiative- Establish Community Wellness Task Force - Develop Wellness Initiative Plan including Goals for CY 2014 - Review CY 2014 progress Q1 calendar year 2015 with Board updateNext Steps for Lee Memorial Priorities: For each of the priority areas; access to primary care, diabetes/obesity, access to mental health/psychiatric care and community wellness/health education, Lee Memorial Hospital will work with community partners to:- Identify initiatives and activities within the community that can be built upon - Develop measurable goals and evaluate progress - Build support within the community and among health care providers - Develop and execute detailed work plans | Borgess Lee Memorial Hospital |
| Part V, Section B, Line 14g: A summary of the financial assistance policy is posted on the hospital facility's emergency rooms or waiting rooms, admission offices and available upon request. | Borgess Lee Memorial Hospital |
| Part V, Section B, Line 18e: Question 18 is more appropriately answered as not applicable as the Billing and Collections Policy of Lee Memorial Hospital Corporation does not allow a hospital to engage in extraordinary collection actions before the organization made reasonable efforts to determine whether the individual is eligible for assistance under the financial assistance policy. Reasonable efforts taken include but are not limited to: - Notifying individuals of the financial assistance policy on admission- Notifying individuals of the financial assistance policy prior to discharge- Notifying individuals of the financial assistance policy in communications with the patients regarding the patients' billsDocumenting its determination of whether patients were eligible for financial assistance under the hospital facility's financial assistance policy. | Borgess Lee Memorial Hospital |
| Part V, Section B, Line 20d: The amounts were determined through financial assistance policy. | Borgess Lee Memorial Hospital |
| Part VI, Line 2: See Part V, Section B, Line 3 disclosure. | |
| Part VI, Line 3: As part of the intake process the organization provides a copy of the policy and financial assistance contact information to patients. Also, available is a staff person to discuss with the patient the availability of various government benefits, such as Medicaid or state and local programs and assist the patient with qualification for such programs, where applicable. | |
| Part VI, Line 4: In 2013, a Community Health Needs Assessment (CHNA) was conducted for the approximate 52,000 residents of Cass County by Borgess-Lee Memorial Hospital (BLMH) located in Dowagiac. While BLMH is the only hospital in Cass County, there are three Michigan based health systems and three large Indiana hospitals that serve the Cass County population: Borgess Health (BLMH and Borgess Medical Center Kalamazoo); Lakeland Health (Lakeland Hospital-Niles and Lakeland Medical Center- St. Joseph); Bronson Healthcare (Bronson Lakeview Hospital-Paw Paw and Bronson Methodist Hospital-Kalamazoo); Elkhart General Hospital-Elkhart, Indiana; Memorial Hospital-South Bend, Indiana; and St. Joseph Regional Medical Center- South Bend, Indiana.Description of the Community:Cass County is located in southwest Michigan and borders the State of Indiana. It covers about 491 square miles with total population of 52,242. The area was originally inhabited by three bands of Potawatomi Indians. And during Civil War, Cass County played a major role in Underground Railroad which resulted in the settling of many Black families in the area. Both of these factors have contributed to the unique cultural diversity of the county.According to 2010 US Census Data Cass County has 20,101 households. The current unemployment rate is about 8.1%, below the state wide average. The median household income is $45,342. The per capita income is $23,045. Both are below the Michigan average. The percentage of persons with Bachelor's degrees is 16.7% much lower than the Michigan average of 25%. About 90% of the full-time residents are white, 5.4% are African-American, 3% are Hispanic and 1% is Native American. About 13.3% of the residents fall below the poverty level, which is better than the state-wide average. The overall population tends to skew slightly older and is declining somewhat.Three characteristics combine to make Cass County somewhat unique, especially as it relates top serving health needs. The first is the county's rather large, rural/agriculture base. About 60% of the Cass County is farm land ranking it 15th out of Michigan's 83 counties. Much of the farm land is used for growing seasonal fruits and vegetables which require migrant farm laborers to harvest. This results in a heavy influx of mostly Hispanic families which in turn impacts the need and delivery of health care services.The second characteristic relates to the significant recreational opportunities that abound in Cass County. It has over 250 lakes and the county's close proximity to major population centers in Indiana and Illinois makes a regional recreational "Mecca". During the summer, the population around the lakes grows significantly. Both the summer and full-time lake residents tend to be very affluent. While most of the health care needs of the summer residents are served by out-of-state providers, these people do impact the area's health care service delivery, especially emergency room and fast track primary care services.The third characteristic is the large blue-collar population in the county's two largest population centers-Dowagiac and Cassapolis. The City of Dowagiac is the county's largest city. It has about 2,400 households with a total population of 5,879. Median household income is $31,329 and per capita income $17,739. Both are well the county and state averages. Also, about 20% of the residents fall below the poverty rate. The Village of Cassapolis, the County Seat, ranks are even lower. It has about 700 households with a total population of 1,774. Median household income is $24,781 and per capita income is $15,114. Almost 30% of the Cassapolis residents fall below the poverty level. | |
| Part VI, Line 5: The organizations governing body is comprised of persons who reside in Cass County and are neither employees nor contractors of the organization. The organization is a Critical Access Hospital and provides medical services to all people in the community without regard to the patient's race, creed, national origin, economic status or ability to pay. In addition the organization participates in Medicare, Medicaid, CHAMPUS and other government sponsored health care programs. The organization provides education and materials for nutrition/weight loss management, Women's Health Fair, PSA and Flu Shot Clinics. | |
| Part VI, Line 6: Lee Memorial Hospital Corporation is a wholly owned subsidiary of Borgess Health Alliance, Inc., which is a member of Ascension Health. Ascension Health Alliance became the sole corporate member and parent organization of Ascension Health, a Catholic, national health system consisting primarily of nonprofit corporations that own and operate local healthcare facilities, or Health Ministries, located in 23 of the United States and the District of Columbia. In addition to serving as the sole corporate member of Ascension Health, Ascension Health Alliance serves as the member or shareholder of various other subsidiaries. Ascension Health Alliance, its subsidiaries, and the Health Ministries are referred to collectively from time to time hereafter as the System.Ascension Health Alliance is sponsored by Ascension Health Ministries, a Public Juridic Person. The Participating Entities of Ascension Health Ministries are the Daughters of Charity of St. Vincent de Paul in the United States, St. Louise Province, the Congregation of St. Joseph, the Congregation of the Sisters of St. Joseph of Carondelet, the Congregation of Alexian Brothers of the Immaculate Conception ProvinceAmerican Province, and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of AssisiUS/Caribbean Province. Marian Health System, which was previously sponsored by the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province, became part of Ascension Health on April 1, 2013. In addition, Alexian Brothers Health System, which was previously sponsored by the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province, became part of Ascension Health on January 1, 2012.The Hospital, located in Dowagiac, Michigan, is a nonprofit critical access hospital. The Hospital provides inpatient, outpatient, and emergency care services for the residents of Dowagiac, Michigan. Admitting physicians are primarily practitioners in the local area. The Hospital is related to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health and its sponsored organizations are related to providing health care services.Ascension Health Alliance directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing, and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with the System's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. The System uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs:- Traditional charity care includes the cost of services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured.- Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable persons.- Cost of other programs for persons living in poverty and other vulnerable persons includes unreimbursed costs of programs intentionally designed to serve the persons living in poverty and other vulnerable persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.- Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons who are poor and community benefit programs. The cost of providing care of persons who are poor and community benefit programs is estimated using internal cost data. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Hill MD | ||||||||||||||
| VP Medical Staff Affairs(start 4/13) | 0 | 217460 | 0 | 22969 | 0 | 1151 | 0 | 25086 | 0 | 16043 | 0 | 282709 | 0 | 0 |
| Mark Anthony | ||||||||||||||
| Exec. VP and COO | 0 | 234705 | 0 | 46922 | 0 | 39818 | 0 | 43750 | 0 | 11034 | 0 | 376229 | 0 | 0 |
| Linda A Root | ||||||||||||||
| VP Mission Integration | 0 | 150090 | 0 | 65412 | 0 | 8579 | 0 | 41206 | 0 | 18025 | 0 | 283312 | 0 | 0 |
| John Ryder | ||||||||||||||
| COO (start 8/12) | 0 | 136583 | 0 | 42774 | 0 | 8113 | 0 | 46612 | 0 | 19182 | 0 | 253264 | 0 | 0 |
| Joy A Strand | ||||||||||||||
| COO (end 7/12) | 0 | 92078 | 0 | 52089 | 0 | 96077 | 0 | 24900 | 0 | 9171 | 0 | 274315 | 0 | 0 |
| Anthony F Olivia | ||||||||||||||
| Chief Medical Officer (end 3/13) | 0 | 355259 | 0 | 160800 | 0 | 16168 | 0 | 16216 | 0 | 19533 | 0 | 567976 | 0 | 0 |
| Kenneth Holst | ||||||||||||||
| CFO | 0 | 146181 | 0 | 15450 | 0 | 3918 | 0 | 8517 | 0 | 19853 | 0 | 193919 | 0 | 0 |
| Paul A Spaude | ||||||||||||||
| CEO - Health System | 0 | 499198 | 0 | 833129 | 0 | 44956 | 0 | 126774 | 0 | 17521 | 0 | 1521578 | 0 | 0 |
| Richard Felbinger | ||||||||||||||
| CFO - Health System | 0 | 290265 | 0 | 155750 | 0 | 38730 | 0 | 56617 | 0 | 21149 | 0 | 562511 | 0 | 0 |
| Sirinivasan Dhatreecharan | ||||||||||||||
| Physician | 284550 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14363 | 0 | 298913 | 0 | 0 | 0 |
| Boonchoo Change | ||||||||||||||
| Physician | 280401 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21110 | 0 | 301511 | 0 | 0 | 0 |
| Abbas R Syed | ||||||||||||||
| Physician | 209233 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7062 | 0 | 216295 | 0 | 0 | 0 |
| Donnie Bouchard | ||||||||||||||
| Physician | 208694 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15015 | 0 | 223709 | 0 | 0 | 0 |
| Marcus Gardiner | ||||||||||||||
| RN Anesthetist | 158846 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15855 | 0 | 174701 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 3 | Borgess Medical Center, a related organization of Lee Memorial Hospital Corporation, uses the following to establish the compensation of the Organization's CEO: - Compensation Committee, - Written Employment Contract, - Compensation Survey or Study, and - Approval by the Board or Compensation Committee | |
| Part III | Part I, Line 4a: Severance Payments: Joy A. Strand - $80,208 Part I, LIne 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Du e to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid to the executive is reported as compensation on Form 990, Part II, column B in the year paid. Borgess Medical Center (a related entity) contributed to Ascension Health's nonqualified supplemental retirement plan and the following individual received payment: Mark Anthony - $15,000 | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Lee Memorial Hospital Corporation has a single corporate member, Borgess Health Alliance, Inc. | |
| Form 990, Part VI, Section A, line 7a | Lee Memorial Hospital Corporation has a single corporate member, Borgess Health Alliance, Inc., who has the ability to elect members to the governing body of Lee Memorial Hospital Corporation. | |
| Form 990, Part VI, Section A, line 7b | All decisions that have a material impact to Lee Memorial Hospital Corporation financial information or corporation as a whole are subject to approval by its sole corporate member, Borgess Health Alliance, Inc. | |
| Form 990, Part VI, Section B, line 11 | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members' questions. | |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee meeting will decide if conflict of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. | |
| Form 990, Part VI, Section B, line 15 | In determining compensation of the organization's CEO, the process performed by Borgess Medical Center (a related organization who paid the CEO) included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Executive/Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals that worked at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the Executive Committee minutes. The individual was not present when his compensation was decided. In determining compensation of other officers of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Executive/Compensation Committee reviewed and approved the compensation. In the review of the compensation, the other officers of the organization were compared to individuals that worked at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the Executive Committee minutes. | |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents open to public inspection upon request. | |
| Form 990, Part XI, line 9: | Deferred Pension Cost - FAS 158 579,507. | Changes in Net Assets or Fund Balances: |
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 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health | ||||||||||
| PO Box 45998 | St Louis | MO | 63134 | 311662309 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | Ascension Health Alliance | 0 |
| Borgess Health Alliance Inc | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 382335286 | Health System Parent | MI | Section 501(c)(3) | Schedule A, Line 11c | Ascension Health | 0 |
| Borgess Medical Center | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 381360526 | Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 3 | Borgess Health Alliance Inc | 1 |
| Borgess Ambulatory Care Corporation | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 382468823 | Holding Company | MI | Section 501(c)(3) | Schedule A, Line 3 | Borgess Health Alliance Inc | 1 |
| Borgess Foundation | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 237222558 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11c | Borgess Health Alliance Inc | 1 |
| Borgess Nursing Home | ||||||||||
| 3057 Gull Road | Kalamazoo | MI | 490481281 | 382555589 | Residential Care | MI | Section 501(c)(3) | Schedule A, Line 3 | Borgess Health Alliance Inc | 1 |
| Lee Memorial Foundation | ||||||||||
| 420 W High Street | Dowagiac | MI | 49047 | 382860459 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11c | Borgess Health Alliance Inc | 1 |
| ProMed Healthcare | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 383193801 | Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Borgess Health Alliance Inc | 1 |
| Visiting Nurse & Hospice Services of SW MI | ||||||||||
| 348 North Burdick | Kalamazoo | MI | 49007 | 381359216 | Home Nursing and Rehabilitation Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Borgess Health Alliance Inc | 1 |
| Visiting Nurses Home Care DBA Borgess VNA Home Care | ||||||||||
| 348 North Burdick | Kalamazoo | MI | 49007 | 382717691 | Home Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Borgess Health Alliance Inc | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Textile Systems Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 Walbridge | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382705047 | EIN |
| Primary Activity | Laundry Services | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 4319340 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |