MUNSON MEDICAL CENTER: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON MEDICAL CENTER (EIN 38-1362830)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349302935
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T12:35:01-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381362830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUNS | NameControl |
| Phone | 2319355000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1188 | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 496851188 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A HEPLER | Name |
| Title | CHIEF FINANCIAL OFFICE | Title |
| Phone | 2319355000 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDWIN A NESS | 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 | 456525531 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MUNSONHEALTHCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | AS A VITAL PART OF MUNSON HEALTHCARE, MUNSON MEDICAL CENTER EXISTS TO DELIVER COMPREHENSIVE QUALITY CARE TO PATIENTS IN PARTNERSHIP WITH PHYSICIANS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4169 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 3227 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1904 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2523134 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2339335 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 398371561 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 431377303 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -10124012 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14957443 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4492234 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4391805 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 395262917 | TotalRevenuePriorYear |
| Total Revenue Current Year | 453065886 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 17493 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 50778 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 201611452 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 213178649 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 510695 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 181991545 | OtherExpensePriorYear |
| Other Expenses Current Year | 198083904 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 383620490 | TotalExpensesPriorYear |
| Total Expenses Current Year | 411313331 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11642427 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41752555 | RevenuesLessExpensesCY |
| Total Assets BOY | 484188280 | TotalAssetsBOY |
| Total Assets EOY | 527853976 | TotalAssetsEOY |
| Total Liabilities BOY | 280955090 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 296258478 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 203233190 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 231595498 | NetAssetsOrFundBalancesEOY |
| Mission Description | AS A VITAL PART OF MUNSON HEALTHCARE, MUNSON MEDICAL CENTER EXISTS TO DELIVER COMPREHENSIVE QUALITY CARE TO PATIENTS IN PARTNERSHIP WITH PHYSICIANS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 371742755 | Expense |
| Grants | 50778 | Grants |
| Revenue | 433125003 | Revenue |
| Description | EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF TRAVERSE CITY, MICHIGAN AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. | Description |
| Total Program Service Expense | 371742755 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | true | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | 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 | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 357 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4169 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| 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 | 3668 N US 31 S | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49684 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| K DOUGLAS DECK | |||||||||
| TRUSTEE | X | 0 | 723328 | 199097 | |||||
| EDWIN A NESS | |||||||||
| PRESIDENT | X | 494002 | 0 | 130229 | 36.00 | X | |||
| WARD R GILLETT MD | |||||||||
| PRES MED STA | X | 27500 | 0 | 0 | 8.00 | ||||
| THOMAS G MCINTYRE | |||||||||
| TRUSTEE | X | 0 | 24500 | 0 | 4.00 | ||||
| ROBERT W SPRUNK | |||||||||
| CHAIR | X | 21500 | 0 | 0 | 8.00 | X | |||
| EDWARD J RUTKOWSKI MD | |||||||||
| FORMER CHAIR | X | 15500 | 0 | 0 | 8.00 | X | |||
| CARL G BENNER MD | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| DANIEL T WOLF | |||||||||
| TRUSTEE | X | 0 | 12500 | 0 | 4.00 | ||||
| DAVID FRIAR MD | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| GORDON H WINSTANLEY | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| JOHN ERB | |||||||||
| VICE CHAIR | X | 12500 | 0 | 0 | 4.00 | X | |||
| JOSEPH KOSTRZEWA | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| MICHAEL D SIMPSON | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| NANCY FISHER | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| SHIRLANNA CORREIA | |||||||||
| TRUSTEE | X | 12500 | 0 | 0 | 4.00 | ||||
| GEORGE BEARUP | |||||||||
| TREASURER | X | 12500 | 0 | 0 | 6.00 | X | |||
| REX ANTINOZZI MD | |||||||||
| SECRETARY | X | 12500 | 0 | 0 | 6.00 | X | |||
| PATRICK E HEINTZ | |||||||||
| TRUSTEE | X | 9375 | 0 | 0 | 4.00 | ||||
| JOHN E PELIZZARI | |||||||||
| TRUSTEE | X | 0 | 0 | 0 | 4.00 | ||||
| THOMAS H FOX | |||||||||
| TRUSTEE | X | 0 | 0 | 0 | 4.00 | ||||
| MARK A HEPLER | |||||||||
| CFO | 0 | 218496 | 38148 | 28.00 | X | ||||
| DAVID MCGREAHAM MD | |||||||||
| VP MEDICAL | 307622 | 0 | 42502 | 40.00 | X | ||||
| PAUL M SHIRILLA | |||||||||
| ASST SEC/VP | 0 | 302573 | 39057 | 6.00 | X | ||||
| CHRISTOPHER PODGES | |||||||||
| VP INFO SYST | 271174 | 0 | 44223 | 40.00 | X | ||||
| MARK R ANTHONY | |||||||||
| SR VICE PRES | 244843 | 0 | 25501 | 40.00 | X | ||||
| KATHLEEN MCMANUS | |||||||||
| SENIOR VP | 0 | 240130 | 33897 | 36.00 | X | ||||
| SUZANNE K PETERS | |||||||||
| VP HR | 196697 | 0 | 29141 | 40.00 | X | ||||
| JAMES P FISCHER | |||||||||
| VP PATIENT C | 194717 | 0 | 36577 | 40.00 | X | ||||
| THOMAS SCHERMERHORN MD | |||||||||
| NEUROSURGEON | 757774 | 0 | 37367 | 40.00 | X | ||||
| AHMET SEVIMLI MD | |||||||||
| NEPHROLOGIST | 334456 | 0 | 27367 | 40.00 | X | ||||
| DAVID B MARTIN MD | |||||||||
| INFECTIOUS D | 303645 | 0 | 23434 | 40.00 | X | ||||
| KAREN M SPEIRS DO | |||||||||
| INFECTIOUS D | 299182 | 0 | 18641 | 40.00 | X | ||||
| STEVEN YOUNG MD | |||||||||
| PSYCHIATRY | 247917 | 0 | 28116 | 40.00 | X | ||||
| EDWARD CARLSON | |||||||||
| FORMER OFFIC | 133078 | 168586 | 22771 | 40.00 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3983982 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1690113 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 776068 | TotalOtherCompensation |
| Number Individuals GT100 K | 116 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOSPITALISTS OF NORTHWEST MICHIGAN | |||||
| PO BOX 107 | TRAVERSE CITY | MI | 496850107 | MEDICAL SERVICE | 3749354 |
| D W MECHANICAL | |||||
| 1266 INDUSTRY DR | TRAVERSE CITY | MI | 49686 | CONSTRUCTION | 1945727 |
| MAYO COLLABORATIVE SERVICES | |||||
| PO BOX 9146 | MINNEAPOLIS | MN | 55480 | LABORATORY SRV | 1718763 |
| SODEXO INC AND AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | DIETARY | 1436617 |
| CARDIOTHORACIC SURGEONS GT PC | |||||
| 107 S CASS ST | TRAVERSE CITY | MI | 49684 | MEDICAL SERVICE | 1129661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 59 | NumberOfContractorsGT100K |
| Related Organizations | 943292 | RelatedOrganizations |
| Government Grants | 1264996 | GovernmentGrants |
| All Other Contributions | 131047 | AllOtherContributions |
| Total Contributions | 2339335 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE AND MEDICAID PMTS | 621990 | 233581629 | 233581629 |
| PATIENT SERVICE REVENUE | 621990 | 193743409 | 193743409 |
| SERVICES TO OTHER ORGANIZATIO | 621990 | 2114877 | 2114877 |
| HEALTH SERVICE REVENUE | 621990 | 1545883 | 1545883 |
| RENT FROM RELATED ORGS | 531120 | 391505 | 391505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 431377303 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5570900 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1744473 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,826,427 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 91484 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 91484 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91484 | TotalRevenueColumn |
| Exclusion | $91,484 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12776268 | Securities |
| Other | 7275 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3397000 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9379268 | Securities |
| Other | 7275 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9386543 | TotalRevenueColumn |
| Exclusion | $9,386,543 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 65872 | GrossSalesOfInventory |
| Cost Of Goods Sold | 62645 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3227 | TotalRevenueColumn |
| Unrelated Business Revenue | 3227 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFETERIA SALES | 722210 | 3374432 | $3,374,432 |
| MISCELLANEOUS | 621990 | 571452 | $571,452 |
| AUXILIARY GIFT SHOP | 446199 | 351210 | $351,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4297094 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 453065886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 433121776 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3227 | UnrelatedBusinessRevenue |
| Exclusion | $17,601,548 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50778 | Total |
| Program Services | 50778 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2216104 | Total |
| Management And General | 2184892 | ManagementAndGeneral |
| Fundraising | 31212 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245958 | Total |
| Program Services | 112880 | ProgramServices |
| Management And General | 133078 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156611030 | Total |
| Program Services | 139770850 | ProgramServices |
| Management And General | 16840180 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16545244 | Total |
| Program Services | 14766730 | ProgramServices |
| Management And General | 1778514 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25901503 | Total |
| Program Services | 22910580 | ProgramServices |
| Management And General | 2990923 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11658810 | Total |
| Program Services | 10274200 | ProgramServices |
| Management And General | 1382796 | ManagementAndGeneral |
| Fundraising | 1814 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371217 | Total |
| Management And General | 371217 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248160 | Total |
| Management And General | 248160 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30294946 | Total |
| Program Services | 25530531 | ProgramServices |
| Management And General | 4286746 | ManagementAndGeneral |
| Fundraising | 477669 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456174 | Total |
| Program Services | 94785 | ProgramServices |
| Management And General | 361389 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109553604 | Total |
| Program Services | 107191266 | ProgramServices |
| Management And General | 2362338 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9325062 | Total |
| Program Services | 3545323 | ProgramServices |
| Management And General | 5779739 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7074135 | Total |
| Program Services | 6364130 | ProgramServices |
| Management And General | 710005 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450617 | Total |
| Program Services | 360188 | ProgramServices |
| Management And General | 90429 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026960 | Total |
| Program Services | 821456 | ProgramServices |
| Management And General | 205504 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2508269 | Total |
| Program Services | 2266974 | ProgramServices |
| Management And General | 241295 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24498398 | Total |
| Program Services | 22141652 | ProgramServices |
| Management And General | 2356746 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3436781 | Total |
| Program Services | 2974819 | ProgramServices |
| Management And General | 461962 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT | 13490465 | 13490465 | |
| REPAIRS AND MAINTENANCE | 3737477 | 3496734 | 240743 |
| MISCELLANEOUS | 2884509 | 1025748 | 1858761 |
| REALIZED SWAP EXPENSE | 1458347 | 1458347 | |
| GRANT EXPENSES | 544343 | 544343 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -13275560 | Total |
| Program Services | -5991677 | ProgramServices |
| Management And General | -7283883 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411313331 | Total |
| Program Services | 371742755 | ProgramServices |
| Management And General | 39059881 | ManagementAndGeneral |
| Fundraising | 510695 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236448 | BOY |
| EOY | 73924 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34428561 | BOY |
| EOY | 67875851 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155787 | BOY |
| EOY | 44991 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51913211 | BOY |
| EOY | 50218599 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10510572 | BOY |
| EOY | 10855157 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6847544 | BOY |
| EOY | 8111013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 451673283 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 215181682 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236722641 | BOY |
| EOY | 236491601 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126777781 | BOY |
| EOY | 141154640 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9564265 | BOY |
| EOY | 7390786 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7031470 | BOY |
| EOY | 5637414 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484188280 | BOY |
| EOY | 527853976 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38848147 | BOY |
| EOY | 40083572 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390235 | BOY |
| EOY | 127580 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136225691 | BOY |
| EOY | 132699291 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105491017 | BOY |
| EOY | 123348035 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280955090 | BOY |
| EOY | 296258478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201995246 | BOY |
| EOY | 229338073 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237944 | BOY |
| EOY | 2257425 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203233190 | BOY |
| EOY | 231595498 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484188280 | BOY |
| EOY | 527853976 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Form1120 Pol Filed | false | Form1120PolFiled |
| Form4720 Filed | false | Form4720Filed |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $6,900 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $572 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 7472 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 128015726 | BeginningOfYearBalance |
| Contributions | 2073910 | Contributions |
| Investment Earnings Or Losses | 14807677 | InvestmentEarningsOrLosses |
| Other Expenditures | 1054734 | OtherExpenditures |
| Administrative Expenses | 430514 | AdministrativeExpenses |
| End Of Year Balance | 143412065 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 151976653 | BeginningOfYearBalance |
| Contributions | 815757 | Contributions |
| Investment Earnings Or Losses | -20538618 | InvestmentEarningsOrLosses |
| Other Expenditures | 4238065 | OtherExpenditures |
| End Of Year Balance | 128015726 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.98430 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.01570 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10968830 | OtherCostOrOtherBasis |
| Book Value | 10968830 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 266345560 | OtherCostOrOtherBasis |
| Depreciation | 107198837 | Depreciation |
| Book Value | 159146723 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43933 | OtherCostOrOtherBasis |
| Depreciation | 43933 | Depreciation |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 166437250 | OtherCostOrOtherBasis |
| Depreciation | 106598652 | Depreciation |
| Book Value | 59838598 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7877710 | OtherCostOrOtherBasis |
| Depreciation | 1340260 | Depreciation |
| Book Value | 6537450 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 236491601 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MINIMUM PENSION LIABILITY | $90,384,257 |
| DEFERRED POST RETIREMENT BENEFITS | $11,656,912 |
| RESERVE FOR THIRD PARTY SETTLEMENTS | $11,000,000 |
| SWAP MARKET VALUE BASIS | $6,909,564 |
| ESTIMATED THIRD PARTY SETTLEMENTS | $3,397,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 123348035 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE BOARD OF TRUSTEES DESIGNATES SUBSTANTIAL ASSETS FOR THE REPLACEMENT, IMPROVEMENT, AND THE EXPANSION OF TANGIBLE FACILITIES OWNED BY MUNSON MEDICAL CENTER TO ENSURE FUNDS ARE AVAILABLE TO MAINTAIN THE HOSPITAL ASSETS TO CARRY OUT ITS MISSION. A PORTION OF THE TERM ENDOWMENT ASSETS ARE OUTSTANDING PLEDGES ON THE EMERGENCY DEPARTMENT CONSTRUCTION PROJECT. THE REMAINING PORTION OF THE TERM ENDOWMENT ASSETS ARE THOSE HELD FOR SPECIFIC MEDICAL PURPOSES, AS DEFINED BY DONORS. THOSE ASSETS ARE BEING HELD FOR A VARIETY OF DONOR INTERESTS INCLUDING ADAPTIVE SPORTS, PEDIATRIC THERAPY, OTHER PEDIATRIC MEDICAL NEEDS, RESEARCH, AND PATIENT ASSISTANCE. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | MUNSON MEDICAL CENTER HAS NO FIN 48 LIABILITIES; AND THEREFORE, NO FOOTNOTE DISCLOSURE ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCare |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7535570 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7535570 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01860 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 44609045 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 34923555 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9685490 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02400 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 774914 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 429970 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 344944 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 52919529 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 35353525 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17566004 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04350 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3269606 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 302835 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2966771 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00730 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3565207 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1056037 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2509170 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00620 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 358266 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1650 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 356616 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 739763 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 739763 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00180 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 327102 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3400 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 323702 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8259944 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1363922 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6896022 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01700 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 61179473 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 36717447 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 24462026 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06050 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 12451 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 12451 | NetCommunityBuildingExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 775230 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 775230 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00190 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 41348 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 41348 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 750 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 750 | NetCommunityBuildingExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 709 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 709 | NetCommunityBuildingExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2307 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 2307 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 832795 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 832795 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00200 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $5,049,813 | BadDebtExpenseAmount |
| Amount Attributable To | 1075610 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 204581260 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 199970598 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 4610662 | 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 | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NW MI SURGERY CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | AMBULATORY SURGERY CENTER | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.49000 | OrganizationProfitOrOwnership |
| Physicans Profit Or Ownership | 0.51000 | PhysicansProfitOrOwnership |
Form990 Schedule H Part V Form990ScheduleHPartV (4 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Critical Access HospitalCriticalAccessHospital | Business Name Line2Name/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL CENTER | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | X | X | X | |
| NORTHWEST MICHIGAN SURGERY CENTER | |||||||
| 4100 PARK FOREST DR | TRAVERSE CITY | MI | 49684 | ||||
| MUNSON MEDICAL CENTER | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | ACUTE INPATIENT PSYCHIATRIC PROGRAM | |||
| MUNSON MEDICAL CENTER | |||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | ||||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Income Based Criteria | 100% FINANCIAL ASSISTANCE IS PROVIDED FOR THOSE INDIVIDUALS OR FAMILIES WHOSE INCOME IS 200% OR LESS THAN THE FPIG AND TOTAL ASSETS ARE WITHIN THE PROTECTED LEVELS. THE APPROVAL IS VALID FOR 1 YEAR WITH A VERIFICATION OF FINANCIAL STATUS AT 6 MONTHS. CATASTROPHIC ASSISTANCE IS AVAILABLE FOR THOSE INDIVIDUALS OR FAMILIES WHO DO NOT MEET THE GUIDELINES FOR FULL CHARITY CARE, BUT WHOSE HOSPITAL EXPENSES WILL POSE AN EXTREME FINANCIAL HARDSHIP. THE APPLICANT MUST MEET THE FOLLOWING GUIDELINES: APPLICANT'S CUMULATIVE BALANCE MUST BE GREATER THAN 10,000 APPLICANT MUST COMPLETE FINANCIAL ASSISTANCE APPLICATION IF CATASTROPHIC ASSISTANCE IS GRANTED, THE APPLICANT WILL BE RESPONSIBLE TO PAY 20% OF THE APPLICANT'S ANNUAL HOUSEHOLD INCOME TO THE GRANTING INSTITUTION. CATASTROPHIC ASSISTANCE APPROVAL WILL BE VALID FOR 12 MONTHS FROM THE DATE OF APPROVAL. | IncomeBasedCriteria |
| Costing Method Used | COST VALUES FOR LINE 7 ARE BASED ON THE COST TO CHARGE RATIO COMPUTATION. | CostingMethodUsed |
| Subsidized Health Services Expln | THERE ARE NO PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, COLUMN ARE 411,313,350 AND THE PROPORTIONATE SHARE OF TOTAL EXPENSES OF THE AMBULATORY SURGERY CENTER ARE 6,665,347. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS 13,633,491. THE NET EXPENSE OF 404,345,206 WAS USED FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | TO DETERMINE THE AMOUNT OF BAD DEBT ATTRIBUTABLE TO PATIENTS WHO WOULD PROBABLY QUALIFY UNDER MUNSON MEDICAL CENTER'S CHARITY CARE POLICY, MUNSON DIRECTED AN INTERNAL STUDY FROM A 6-MONTH SAMPLE OF CURRENT BAD DEBT ACCOUNTS. FIRST, THE STUDY IDENTIFIED THE SELF-PAY PORTION OF THE BAD DEBT EXPENSE. THEN, THE SELF-PAY ACCOUNTS WERE ANALYZED USING REVENUE CYCLE ANALYTIC SOFTWARE, TO IDENTIFY POTENTIAL CHARITY CARE CANDIDATES. USING THE SOFTWARE ESTIMATIONS, A PORTION OF THE SELF-PAY ACCOUNTS WERE DEEMED CHARITY CARE ELIGIBLE. THAT ESTIMATED PORTION WAS APPLIED TO THE SELF-PAY BAD DEBT DOLLAR AMOUNT TO DETERMINE THE AMOUNT OF BAD DEBT THAT WOULD BE CONSIDERED CHARITY IF THE PROPER APPLICATIONS AND DOCUMENTATION WERE AVAILABLE FROM THE PATIENTS. THE ACCOUNTS RECEIVABLE FOOTNOTE TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF MUNSON HEALTHCARE AND SUBSIDIARIES STATES: THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND GENERAL ECONOMIC CONDITION IN ITS SERVICE AREA, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY AND OTHER FACTORS. THE RESULTS OF THESE REVIEWS ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. | BadDebtFootnote |
| Debt Collection Policy | AT ANY TIME, IF A PATIENT STATES THEY ARE HAVING TROUBLE PAYING THEIR BILLS, THE CREDIT INTERVIEWERS OR FINANCIAL COUNSELORS SCREEN THE PATIENT FOR FINANCIAL ASSISTANCE. ONCE QUALIFIED FOR CHARITY CARE, THE PATIENT IS DEEMED QUALIFIED FOR ONE YEAR AND NO COLLECTION IS PURSUED DURING THAT TIME. THE COLLECTIONS POLICIES ARE THE SAME FOR ALL PATIENTS. IF AT ANY POINT IN THE COLLECTION PROCESS, DOCUMENTATION IS RECEIVED THAT INDICATES THE PATIENT MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE THE ACCOUNT IS REFERRED BACK TO PATIENT FINANCIAL SERVICES FOR REVIEW. | DebtCollectionPolicy |
| Number Of Facility Type Expln | 1 PHYSICAL THERAPY 1 BREAST IMAGING CENTER 1 LABORATORY 1 OUTPATIENT HEALTH CENTER | NumberOfFacilityTypeExpln |
| Needs Assessment | THE MUNSON HEALTHCARE BOARD OF DIRECTORS MAINTAINS A STANDING COMMUNITY HEALTH COMMITTEE TO SERVE THE MUNSON SYSTEM BY REVIEWING INFORMATION ON COMMUNITY HEALTH NEEDS, PRIORITIZING PROGRAMS AND SERVICES TO BE FUNDED, REVIEWING PERFORMANCE INFORMATION REGARDING THE IMPACT AND COST EFFECTIVENESS OF PROGRAMS TARGETED TO IMPROVE THE HEALTH OF THE COMMUNITY IN GENERAL OR A TARGETED POPULATION INCLUDING THE UNDERSERVED AND UNDERINSURED, AND TAKING RESPONSIBILITY FOR COMMUNICATING INTERNALLY AND EXTERNALLY THE SIGNIFICANCE OF MUNSON HEALTHCARE'S COMMUNITY BENEFIT PROGRAMS AND EXPENDITURES. THIS COMMITTEE IS SUPPORTED BY A COMMUNITY HEALTH DEPARTMENT OF MUNSON MEDICAL CENTER. MUNSON MEDICAL CENTER (MMC) IS A SIGNIFICANT CONTRIBUTOR TO REGIONAL EFFORTS THAT ASSESS THE HEALTH STATUS OF THE TOTAL POPULATION WITHIN OUR EXTENSIVE GEOGRAPHICAL AREA. COMMUNITY HEALTH ASSESSMENT IS AN IMPORTANT COMPONENT OF A COMMUNITY HEALTH IMPROVEMENT STRATEGY AS IT PROVIDES GUIDANCE AS TO WHERE EFFORTS SHOULD BE CONCENTRATED, AS WELL AS WHERE PROGRESS HAS BEEN MADE. THE DATA DOCUMENTED THROUGH AN ASSESSMENT SERVES AS A USEFUL REFERENCE FOR PROGRAM AND RESOURCE DEVELOPMENT EFFORTS COMMUNITY-WIDE. IN 2007, MUNSON MEDICAL CENTER (MMC) BEGAN AN ASSESSMENT USING SECONDARY DATA ANALYSIS AS A PRIMARY METHODOLOGY. QUANTITATIVE AND QUALITATIVE RESEARCH, ALONG WITH QUALITATIVE ANALYSIS, WAS COMPLETED IN MAY 2008 AND UPDATED IN 2009 TO IDENTIFY ANY EMERGING COMMUNITY HEALTH TRENDS. A WIDE VARIETY OF INDICATORS ARE INCLUDED IN THIS REPORT AND ARE ORGANIZED INTO THE FOLLOWING CATEGORIES: DEMOGRAPHICS, GENERAL HEALTH STATUS, ACCESS TO CARE, MATERNAL AND CHILD HEALTH, BEHAVIORAL RISK FACTORS, CHRONIC DISEASE AND CONDITIONS, AND EMERGENT HEALTH TRENDS REPORTED BY KEY INFORMANTS. THE RESULTS HAVE BEEN MADE AVAILABLE TO THE COMMUNITY THRU PRESENTATIONS AND WEBSITE, WWW.MUNSONHEALTHCARE.ORG.. ADDITIONALLY, MUNSON WORKS IN CONJUNCTION WITH EFFORTS BY THE FIVE-COUNTY COLLABORATIVES OF ANTRIM, BENZIE, GRAND TRAVERSE, LEELANAU, AND KALKASKA COUNTIES; THE TRAVERSE CITY CHAMBER OF COMMERCE; THE LOCAL UNITED WAY; AND OTHER REGIONAL ASSOCIATIONS TO MAINTAIN CURRENT UNDERSTANDING OF COMMUNITY NEED. | NeedsAssessment |
| Patient Education Assistance | IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE AND EDUCATE PATIENTS AND THE PUBLIC REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. THIS IS ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS: BROCHURES THAT DESCRIBE MUNSON HEALTHCARE'S FINANCIAL ASSISTANCE PROGRAM ARE AVAILABLE AT ALL REGISTRATION SITES. THE BROCHURE HAS CLEAR INFORMATION ON HOW TO CONTACT A FINANCIAL COUNSELOR. STATEMENT ON BILLS: STATEMENTS INCLUDE VERBIAGE THAT INSTRUCTS THE PATIENT TO CALL PATIENT FINANCIAL ASSISTANCE IF THEY NEED HELP WITH THEIR BILL. SIGNS IN THE ER REGISTRATION AREA: ADVISES THE PATIENTS THAT THEIR CARE IS NOT WITHHELD IF THEY HAVE NO INSURANCE OR MEANS TO PAY. REFERRAL BY REGISTRATION STAFF: AT THE TIME OF REGISTRATION, SELF-PAY PATIENTS OR ANY PATIENT THAT MAY HAVE CONCERNS REGARDING THEIR UPCOMING ADMISSION IS REFERRED TO THE FINANCIAL COUNSELING STAFF. MUNSON MEDICAL CENTER FINANCIAL COUNSELORS ARE AVAILABLE TO TALK WITH PATIENTS ABOUT THEIR FINANCIAL CONCERNS. THE COUNSELORS VISIT ALL INPATIENTS THAT ARE DEEMED SELF-PAY, TO SEE IF THEY HAVE CONCERNS AND TO DETERMINE IF THEY WOULD LIKE HELP. IF THE PATIENT WOULD LIKE HELP, THE COUNSELORS GATHER INCOME INFORMATION AND SCREEN THE PATIENT FOR MEDICAID. GENERALLY, THESE TWO ACTIONS WILL DETERMINE WHAT PROGRAM THE PATIENT MIGHT QUALIFY FOR. ONCE THE COUNSELOR DETERMINES WHAT THE PATIENT MAY QUALIFY FOR, THE COUNSELOR EDUCATES THE PATIENT ON THE AVAILABLE PROGRAMS AND ASSISTS THEM WITH COMPLETING THE APPROPRIATE APPLICATIONS. THE COUNSELORS ALSO IDENTIFY ALL SELF-PAY OUTPATIENTS AND GO THROUGH THE SAME PROCESS, ONLY BY PHONE. THE GOAL IS TO TALK WITH PATIENTS PRIOR TO ADMISSION, BUT WHEN THAT IS NOT POSSIBLE, THE CALL IS MADE SOON AFTER DISCHARGE. AVAILABLE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: MEDICAID (AND ALL OF ITS SUBSETS), SOCIAL SECURITY DISABILITY, TRAVERSE HEALTH CLINIC, MUNSON HEALTHCARE CHARITY CARE, MUNSON MEDICAL CENTER CATASTROPHIC CARE, AND MUNSON MEDICAL CENTER MEDS PROGRAM. | PatientEducationAssistance |
| Community Information | MUNSON MEDICAL CENTER DESCRIPTION MUNSON MEDICAL CENTER (MMC) IS THE LARGEST HOSPITAL IN NORTHERN LOWER MICHIGAN, WITH 391 LICENSED ACUTE CARE BEDS. ONE OF SEVEN HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM, MMC PROVIDES MORE THAN 300,000 ANNUAL PATIENT VISITS. MMC SERVES APPROXIMATELY 23,800 INPATIENTS, HAS 2,000 OBSTETRICAL BIRTHS, AND 48,000 EMERGENCY ROOM PATIENTS EVERY YEAR. MMC IS ALSO THE LARGEST EMPLOYER IN NORTHERN MICHIGAN. DUE TO ITS GEOGRAPHIC LOCATION AND COMPREHENSIVE ARRAY OF SERVICES OFFERED, MMC HAS BEEN NAMED A RURAL REFERRAL CENTER BY THE CENTERS FOR MEDICARE AND MEDICAID. MMC IS ALSO RECOGNIZED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) AS A SOLE COMMUNITY HOSPITAL. BECAUSE OF THIS STATUS IT IS EQUIPPED TO PROVIDE CRITICAL CARE FOR PATIENTS IN 24 COUNTIES. HOSPITAL SERVICES MUNSON MEDICAL CENTER PROVIDES SERVICES IN 33 DIFFERENT MEDICAL SPECIALTIES AND OFFERS A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES, INCLUDING CARDIAC SURGERY, CARDIAC CATHETERIZATION, RADIATION ONCOLOGY, NEONATAL INTENSIVE CARE AND COMPREHENSIVE EMERGENCY SERVICES. MUNSON MEDICAL CENTER IS A LEVEL II TRAUMA CENTER AND IS THE ONLY RECOGNIZED TRAUMA CENTER IN MICHIGAN'S REGION 7 WHICH COVERS 17 COUNTIES. SPECIALIZED INPATIENT UNITS AVAILABLE AT MMC INCLUDE MEDICAL/SURGICAL INTENSIVE CARE, CARDIAC INTENSIVE CARE, NEONATAL INTENSIVE CARE, ONCOLOGY, MENTAL HEALTH, AND PHYSICAL MEDICINE AND REHABILITATION. A BROAD SPECTRUM OF DIAGNOSTIC AND THERAPEUTIC SERVICES SUPPORTS MMC'S PROGRAMS. THE SERVICES AVAILABLE TO INPATIENTS AND OUTPATIENTS CONSIST OF RADIOLOGY (INCLUDING MRI, CT SCAN, PET SCAN, ULTRASOUND, NUCLEAR MEDICINE AND RADIATION THERAPY); COMPUTERIZED LABORATORY; REHABILITATION SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL AND SPEECH AND HEARING THERAPY; CARDIAC CATHETERIZATION; COMPREHENSIVE CANCER TREATMENT; OBSTETRIC CLINIC FOR INDIGENT PATIENTS; MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES; HOME HEALTH, DME AND DIALYSIS SERVICES; AND COMPLEX SURGERY SUCH AS VASCULAR AND NEUROSURGERY, AS WELL AS LESS COMPLEX SAME-DAY SURGERY. POPULATION SERVED BY MUNSON MEDICAL CENTER MMC SERVES PATIENTS FROM 24 COUNTIES IN NORTHERN LOWER MICHIGAN AND THE EASTERN PORTION OF THE UPPER PENINSULA (A POPULATION BASE OF APPROXIMATELY 580,000). IN THE 11 COUNTY REGION IMMEDIATELY SURROUNDING MMC: 18.4%% OF THE POPULATION ARE 65 YEARS OR OLDER UNEMPLOYMENT IS 12% OR HIGHER ALMOST 23% OF ADULTS AGED 18-64 YEARS OF AGE LACK HEALTH INSURANCE 58% OF BIRTHS ARE COVERED BY MEDICAID ABOUT 70% OF MMC INPATIENT DISCHARGES ORIGINATE FROM THE 5 COUNTIES IN CLOSEST PROXIMITY TO MMC - ANTRIM, BENZIE, GRAND TRAVERSE, LEELANAU AND KALKASKA. QUALITY MUNSON MEDICAL CENTER HAS WON NUMEROUS AWARDS FOR OUTSTANDING CLINICAL QUALITY CARE: HEALTH GRADES 5 STAR RATING FOR CARDIAC, STROKE, ORTHOPEDIC & PULMONARY CARE AMERICA'S 50 BEST HOSPITALS OUTSTANDING PATIENT EXPERIENCE HOSPITAL TOP 100 HOSPITAL 12 TIMES (ONLY 2 OTHER HOSPITALS NATIONWIDE HAVE BEEN SO RECOGNIZED) AMONG 23 NATIONALLY NAMED AS AN EVEREST AWARD FOR NATIONAL BENCHMARKS WINNER FOR THE SECOND YEAR IN A ROW (THIS AWARD RECOGNIZES A HOSPITAL'S RATE OF LONG-TERM IMPROVEMENT AND ESTABLISHES MUNSON MEDICAL CENTER AS A NATIONAL BENCHMARK AGAINST WHICH OTHER HOSPITALS WILL BE COMPARED) 2008 AMERICAN HOSPITAL ASSOCIATION MCKESSON QUEST FOR QUALITY PRIZE (RUNNER UP WAS UNIVERSITY OF MICHIGAN HOSPITALS AND HEALTH CENTERS) AMERICAN NURSES CREDENTIALING CENTER MAGNET HOSPITAL (3% OF HOSPITALS NATIONWIDE QUALIFY) | CommunityInformation |
| Community Building Activities | MUNSON MEDICAL CENTER (MMC) PROVIDED 832,794 TO COMMUNITY-BUILDING ACTIVITIES DURING THE 2010 FISCAL YEAR. THESE ACTIVITIES INCLUDED: A CASH DONATION FOR COALITION BUILDING ACTIVITIES IN GRAND TRAVERSE COUNTY, ADMINISTRATIVE SUPPORT FOR THE UNITED WAY FUND DRIVE, LEADERSHIP DEVELOPMENT/TRAINING FOR COMMUNITY MEMBERS, AND CRITICAL HEALTH WORKFORCE DEVELOPMENT. IN THE AREA OF LEADERSHIP DEVELOPMENT/TRAINING, MMC HAS BEEN A GUIDING FORCE IN MICHIGAN'S REGION 7 BIO-TERRORISM/DISASTER PREPAREDNESS, AS WELL AS PLAYING A LARGE ROLE IN THE COMMUNITY'S SUICIDE PREVENTION COALITION. AS PART OF WORKFORCE DEVELOPMENT, MUNSON STAFF ATTENDS MANY REGIONAL CAREER DAYS PROVIDING STUDENTS WITH INFORMATION ON WHY THEY MIGHT WANT TO BE EMPLOYED IN THE OFTEN-CRITICAL AREA OF HEALTH CARE. | CommunityBuildingActivities |
| Other Information | THE MUNSON MEDICAL CENTER BOARD OF TRUSTEES IS MADE UP OF COMMUNITY MEMBERS ALL OF WHOM RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA. THESE VOLUNTEERS GIVE COUNTLESS HOURS OF SERVICE TO THE HOSPITAL IN THEIR OVERSIGHT ROLE. MEDICAL STAFF PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY SUBJECT TO CREDENTIALING REVIEW AND REQUIREMENTS OF THE MEDICAL STAFF AND THE BOARD OF TRUSTEES. MUNSON MEDICAL CENTER UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT ITS SERVICE AREA. EXAMPLES OF HOW MUNSON MEDICAL CENTER PROMOTES THE HEALTH OF THE COMMUNITY THROUGH PROGRAMS INCLUDE: HEALTHY FUTURES- A PARTNERSHIP OF AREA HEALTH CARE PROVIDERS, HEALTH DEPARTMENTS AND MUNSON MEDICAL CENTER, CREATED TO IMPROVE THE HEALTH OF PREGNANT WOMEN AND CHILDREN UNDER AGE TWO. THE PROGRAM INCLUDES CENTRAL ACCESS/DATA MANAGEMENT, REGISTERED NURSE (RN) CARE COORDINATION, EDUCATIONAL MAILINGS, AND HEALTH CARE-RELATED FINANCIAL ASSISTANCE. THE HEALTHY FUTURES MODEL OF RN CARE COORDINATION CONSISTS OF AN OUTCOMES-BASED APPROACH TO INTERVENTION IN THE AREAS OF BREASTFEEDING LONGEVITY, ACCESS TO HEALTH CARE AND IMMUNIZATIONS. MEDS PROGRAM- A PROGRAM THAT PROVIDES TO PATIENTS WITHOUT RESOURCES BEING DISCHARGED FROM THE HOSPITAL NEEDED MEDICATIONS, AS WELL AS ENROLLING THOSE PATIENTS INTO PHARMACEUTICAL COMPANY SPONSORED ASSISTANCE PROGRAMS SO THEY MAY CONTINUE TO GET THE NEEDED PHARMACEUTICALS. POVERTY REDUCTION INITIATIVE (PRI)- A COLLABORATIVE GROUP OF ORGANIZATIONS AND INDIVIDUALS WORKING TO ADDRESS ISSUES OF POVERTY IN THE FIVE COUNTY SERVICE AREA OF MUNSON MEDICAL CENTER. PROJECTS SUPPORTED BY THE PRI WORK GROUPS INCLUDE EFFORTS TO EXPAND ACCESS TO MEDICAL AND DENTAL CARE, JOB TRAINING OPPORTUNITIES, JOB RETENTION, COMMUNITY RESOURCE MOBILIZATION, AND DATA COLLECTION. MUNSON'S INVOLVEMENT IN PRI INCLUDES MEMBERSHIP ON THE ADVISORY COUNCIL, STEERING COMMITTEE, NAVIGATING WORKGROUP, & AD HOC GROUPS. NORTHERN MICHIGAN DIABETES INITIATIVE (NMDI)- A GROUP OF STAKEHOLDERS AND STEERING COMMITTEE MEMBERS THAT REPRESENT THE 11 COUNTY SERVICE AREA, WITH A VISION TO IMPROVE THE CHRONIC CARE MANAGEMENT OF DIABETES. THE PROJECT ALSO SEEKS TO PREVENT THE DEVELOPMENT OF DIABETES AMONG PEOPLE WITH PRE-DIABETES AND THE GENERAL POPULATION THRU EDUCATION, AND THE DEVELOPMENT OF TREATMENT PROTOCOLS. THE GROUP ALSO SUPPORTS A SHIFT IN THE REGIONAL RESPONSE TO DIABETES FROM ITS CURRENT FOCUS ON TREATING ACUTE MEDICAL COMPLICATIONS TO A SYSTEM WHICH IS ALSO ABLE TO SUPPORT CHRONIC HEALTH CONDITIONS THROUGH EFFECTIVE SELF-MANAGEMENT AND PREVENTION OF COMPLICATIONS. COLLABORATION WITH THE TRAVERSE HEALTH CLINIC- THE TRAVERSE HEALTH CLINIC (THC) PROVIDES ACCESS TO AFFORDABLE HEALTH SERVICES THROUGH COMMUNITY COLLABORATION TO PEOPLE IN NEED IN BENZIE, LEELANAU, AND GRAND TRAVERSE COUNTIES. THC USES THE SAME CRITERIA AS THE MUNSON UNCOMPENSATED CARE PROGRAM FOR ENROLLEES INTO THEIR COALITION HEALTH ACCESS PROGRAM (CHAP). MUNSON DONATED 3,299,425 TO THE TRAVERSE HEALTH CLINIC IN 2009, THROUGH IN-KIND DONATIONS OF MEDICATIONS AND STAFFING, GRANTS, ETC. MEDICAL EDUCATION-THE MUNSON FAMILY PRACTICE RESIDENCY PROGRAM INTEGRATES OSTEOPATHIC AND ALLOPATHIC MEDICINE TOGETHER, WITH THE RESOURCES OF MUNSON MEDICAL CENTER. THIS DUALLY ACCREDITED 5/5/5 PROGRAM ACCEPTS BOTH DO AND MD TRAINEES. THE PROGRAM IS AFFILIATED WITH THE MICHIGAN STATE UNIVERSITY. MMC ALSO PARTNERS WITH SEVERAL COLLEGES AND UNIVERSITIES TO PROVIDE INTERNSHIPS AND CLINICAL EXPERIENCES FOR REGISTERED NURSES, RESPIRATORY THERAPISTS, PHARMACISTS, AND OTHER HEALTH PROFESSIONALS. | OtherInformation |
| Affiliated Health Care System | MUNSON MEDICAL CENTER'S SOLE CORPORATE MEMBER IS MUNSON HEALTHCARE, A 501(C)(3) CORPORATION. THE MUNSON HEALTHCARE SYSTEM CONSISTS OF A MAJOR TERTIARY REFERRAL HOSPITAL, SEVERAL RURAL-BASED MEDICAL CENTERS, EXTENSIVE OUTPATIENT TREATMENT AND REHABILITATION FACILITIES, AND ANCILLARY EMERGENCY, TRANSPORTATION AND HOME-BASED MEDICAL SERVICES THAT COVER 24 COUNTIES IN MICHIGAN'S NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. THE MOST SIGNIFICANT OF THE MUNSON HEALTHCARE SUBSIDIARIES IS MUNSON MEDICAL CENTER (MMC). MMC IS ONE OF SEVEN NOT-FOR-PROFIT HOSPITALS WHICH ARE AFFILIATED WITH EACH OTHER AND SERVE AS THE ONLY HOSPITALS IN THEIR COMMUNITIES. EACH OF THE AFFILIATED HOSPITALS HAS INDIVIDUAL COMMUNITY HEALTH INITIATIVES AND/OR PROMOTION ACTIVITIES, AS WELL AS SHARED INITIATIVES. MMC WORKS IN COOPERATION WITH OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM TO PROVIDE A FULL RANGE OF HEALTH SERVICES TO THE COMMUNITIES IN ITS SERVICE AREA. THE HOME HEALTH DIVISION OF MUNSON HEALTHCARE PROVIDES HOME NURSE AND AIDE SERVICES IN ADDITION TO DURABLE MEDICAL EQUIPMENT AND A PALLIATIVE CARE AND HOSPICE PROGRAM ON THE MUNSON CAMPUS. OVER A HALF MILLION DOLLARS IN COMMUNITY BENEFIT, IN THE FORM OF CHARITY CARE AND UNREIMBURSED MEDICAID ARE PROVIDED THROUGH THIS DIVISION EACH YEAR. NORTH FLIGHT, INC. IS THE CHARITABLE TRANSPORTATION ENTITY IN THE SYSTEM. WITH ITS FIXED WING AND HELICOPTER AIR SERVICES, IN COMBINATION WITH GROUND TRANSPORT, PATIENTS IN THE SYSTEM ARE ABLE TO ACCESS APPROPRIATE CARE. NORTH FLIGHT, INC. PROVIDED OVER 1 MILLION IN CHARITY CARE AND UNREIMBURSED MEDICAID IN THE PAST FISCAL YEAR. MUNSON HEALTHCARE SUBSIDIZES FUNDING FOR THE SEVEN COUNTY TRANSPORTATION AUTHORITIES WHICH PROVIDES ACCESS TO HEALTHCARE SERVICES FOR DISADVANTAGED PERSONS SUCH AS THE ELDERLY, PERSONS WITH DISABILITIES AND PERSONS OF LOW INCOME, WHO HAVE DIFFICULTY PROVIDING THEIR OWN TRANSPORTATION. MMC PERFORMS THE NEEDS ASSESSMENTS FOR THE MUNSON HEALTHCARE SYSTEM. UTILIZING THIS NEEDS ASSESSMENT, MUNSON HEALTHCARE COORDINATES COMMUNITY BENEFIT PROGRAMS THROUGH PLANNING, DEVELOPING, IMPLEMENTING AND FUNDING PROGRAMS THAT ADDRESS COMMUNITY NEEDS. | AffiliatedHealthCareSystem |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| MEDICAL INSURANCE PAYMENT | 16 | 6390 |
| MEDICAL, DRUG, DENTAL | 53 | 10174 |
| CLIENT TRANSPORTATION | 66 | 5490 |
| NUTRITION SUPPORT | 26 | 400 |
| FOOD ASSISTANCE | 33 | 2923 |
| RENT AND UTILITIES | 135 | 25401 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 (16 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| K DOUGLAS DECK | |||||||||||||
| 587830 | 125100 | 10398 | 185041 | 14056 | 922425 | ||||||||
| EDWIN A NESS | |||||||||||||
| 421592 | 58771 | 13639 | 111215 | 19014 | 624231 | 12847 | |||||||
| MARK A HEPLER | |||||||||||||
| 191747 | 17206 | 9543 | 19120 | 19028 | 256644 | 8118 | |||||||
| DAVID MCGREAHAM MD | |||||||||||||
| 257681 | 25978 | 23963 | 25075 | 17427 | 350124 | 12506 | |||||||
| PAUL M SHIRILLA | |||||||||||||
| 263957 | 29314 | 9302 | 24691 | 14366 | 341630 | 6912 | |||||||
| CHRISTOPHER PODGES | |||||||||||||
| 241090 | 28842 | 1242 | 23111 | 21112 | 315397 | ||||||||
| MARK R ANTHONY | |||||||||||||
| 204703 | 20477 | 19663 | 20007 | 5494 | 270344 | 9628 | |||||||
| KATHLEEN MCMANUS | |||||||||||||
| 211587 | 21518 | 7025 | 20064 | 13833 | 274027 | 6296 | |||||||
| SUZANNE K PETERS | |||||||||||||
| 159697 | 20412 | 16588 | 15764 | 13377 | 225838 | 7683 | |||||||
| JAMES P FISCHER | |||||||||||||
| 169248 | 18271 | 7198 | 16363 | 20214 | 231294 | 5175 | |||||||
| THOMAS SCHERMERHORN MD | |||||||||||||
| 757188 | 586 | 19652 | 17715 | 795141 | |||||||||
| AHMET SEVIMLI MD | |||||||||||||
| 333870 | 586 | 9476 | 17891 | 361823 | |||||||||
| DAVID B MARTIN MD | |||||||||||||
| 281993 | 12870 | 8782 | 9395 | 14039 | 327079 | ||||||||
| KAREN M SPEIRS DO | |||||||||||||
| 287398 | 10615 | 1169 | 15470 | 3171 | 317823 | ||||||||
| STEVEN YOUNG MD | |||||||||||||
| 243280 | 4637 | 13587 | 14529 | 276033 | |||||||||
| EDWARD CARLSON | |||||||||||||
| 94265 | 74321 | 18651 | 4120 | 191357 | 133078 | 133078 | 6501 | ||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | SCHEDULE J, PAGE 1, PART I, LINE 4 | K. DOUGLAS DECK 0 164,724 0 EDWIN A. NESS 0 93,544 0 MARK A. HEPLER 0 12,180 0 DAVID MCGREAHAM, MD 0 16,046 0 PAUL M. SHIRILLA 0 15,780 0 CHRISTOPHER PODGES 0 14,346 0 MARK R. ANTHONY 0 12,527 0 KATHLEEN MCMANUS 0 12,393 0 SUZANNE K. PETERS 0 9,914 0 JAMES P. FISCHER 0 10,196 0 EDWARD CARLSON 161,595 14,872 0 |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | EXECUTIVE SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 62. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. FOR VICE-PRESIDENTS, AFTER WORKING FOR MUNSON FOR 3 YEARS, A VICE-PRESIDENT IS ELIGIBLE TO PARTICIPANT IN A NON-QUALIFIED RETIREMENT PLAN WHICH IS FUNDED ANNUALLY AT THE SOLE DISCRETION OF MUNSON IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION. THESE RETIREMENTS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. EXECUTIVE SEVERANCE PLAN: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, A COMPETITIVE BENEFIT PACKAGE IS OFFERED TO THE PRESIDENT AND VICE-PRESIDENTS WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR THE PRESIDENT AND THE VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS WHICH PROVIDES FOR THE PRESIDENT UP TO TWO YEARS OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS AND ONE-YEAR OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS. THE PLAN PROVIDES FOR A 50% OFFSET FOR SUBSEQUENT EMPLOYMENT DURING THE SEVERANCE PERIOD. MEDICAL BENEFITS ARE PROVIDED DURING THE SEVERANCE PERIOD. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| COUNTY OF GRAND TRAVERSE HOSPITAL F | ||||||
| 386004832 | 386523DK7 | 2005-11-03 | 25000000 | ADVANCE REFUND 1998 | false | false |
| COUNTY OF GRAND TRAVERSE HOSPITAL F | ||||||
| 386004832 | 386523DL5 | 2005-11-03 | 30000000 | ER CONSTRUCTION AND | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|
| 25000000 | 799426 | false | true | true | true | ||
| 30474818 | 1036860 | false | false | true | true | 29437958 | 2007 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged |
|---|---|---|---|---|---|
| false | false | true | |||
| false | false | true | true | true | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||||
| false | true | true | BANK | 22.7 | false | true | false |
| MERRILL LYNCH | |||||||
| false | true | true | CAPITAL SERVICES INC | 29.7 | false | true | true |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MAUREEN CARLSON | |||
| FAMILY OF FORME | 42674 | RELATED FAMILY COMP | false |
| KATHRYN FISCHER | |||
| FAMILY OF KEY E | 10945 | RELATED FAMILY COMP | false |
| GLORIA WOLF | |||
| FAMILY OF TRUST | 59261 | RELATED FAMILY COMP | false |
| GRAND TRAVERSE CHILDRENS CLINIC | |||
| OWNER ISTRUSTEE | 112352 | GROUP PRACTICE PHYSI | false |
| HOSPITALISTS OF NORTHWEST MI | |||
| OWNER ISTRUSTEE | 4788638 | GROUP PRACTICE PHYSI | false |
| MUNSON SUPPORT SERVICES | |||
| M ANTHONY DIREC | 1984412 | LAUNDRY SERVICES | false |
| MUNSON SUPPORT SERVICES | |||
| E NESS TRUSTEE | 1984412 | LAUNDRY SERVICES | false |
| MUNSON SERVICES INC | |||
| C PODGESTRUSTEE | 2171856 | CONTRACT EMPLOYEES | false |
| MUNSON SERVICES INC | |||
| P SHIRILLATRUST | 2171856 | CONTRACT EMPLOYEES | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | EDWIN A. NESS DAVID MCGREAHAM PRESIDENT KEY EMPLOYEE MUNSON MEDICAL CENTER EMPLOYER EDWIN A. NESS CHRISTOPHER PODGES PRESIDENT KEY EMPLOYEE MUNSON MEDICAL CENTER EMPLOYER EDWIN A. NESS MARK R. ANTHONY PRESIDENT KEY EMPLOYEE MUNSON MEDICAL CENTER EMPLOYER EDWIN A. NESS SUZANNE K. PETERS PRESIDENT KEY EMPLOYEE MUNSON MEDICAL CENTER EMPLOYER EDWIN A. NESS JAMES P. FISCHER PRESIDENT KEY EMPLOYEE MUNSON MEDICAL CENTER EMPLOYER K. DOUGLAS DECK MARK A. HEPLER TRUSTEE CFO MUNSON HEALTHCARE EMPLOYER K. DOUGLAS DECK PAUL M. SHIRILLA TRUSTEE KEY EMPLOYEE MUNSON HEALTHCARE EMPLOYER |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON MEDICAL CENTER. IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN THE EVENT OF A DISSOLUTION, MUNSON MEDICAL CENTER'S NET ASSETS WOULD BE DISTRIBUTED TO MUNSON HEALTHCARE. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | FOUR TRUSTEES OF MUNSON MEDICAL CENTER ARE DIRECTORS OF MUNSON HEALTHCARE. OTHER TRUSTEES ARE CHOSEN FROM AMONG THOSE NOMINATED BY THE GOVERNANCE COMMITTEE. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE MUNSON MEDICAL CENTER TRUSTEES ARE APPROVED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE ACCEPTANCE OF THE ANNUAL BUDGET, AND ANNUAL FINANCIAL STATEMENTS, INCURRENCE OF CERTAIN DEBT, AND APPOINTMENT OF THE PRESIDENT. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | THE MUNSON MEDICAL CENTER BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON MEDICAL CENTER BELONGS TO THE MUNSON HEALTHCARE SYSTEM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, BUSINESS, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. BOARD COMMITTEES THEN FURTHER REVIEW SPECIFIC DISCLOSURES. THE COMPENSATION 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 REVIEWS MUNSON HEALTHCARE, MUNSON MEDICAL CENTER, MUNSON HEALTHCARE REGIONAL FOUNDATION, AND SELECTED OTHER SYSTEM ENTITY FORMS 990 ON AN ANNUAL BASIS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE MUNSON MEDICAL CENTER BOARD HAS A STANDING CONFLICT, VALUATION, AND COMPLIANCE ("CVC") COMMITTEE. ANY TRANSACTIONS WITH DISQUALIFIED PERSONS ARE SUBJECT TO PRIOR APPROVAL OF FAIR MARKET VALUE BY THE CVC COMMITTEE. ANNUALLY, THE CVC COMMITTEE DIRECTS THE PROCESS FOR EACH TRUSTEE AND KEY EMPLOYEE TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE RESPONSES ARE REVIEWED AND SUMMARIZED BY MUNSON MEDICAL CENTER'S LEGAL DEPARTMENT. A REPORT OF IDENTIFIED CONFLICTS IS PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND APPROVAL. THE CVC COMMITTEE UTILIZES THE QUESTIONNAIRE RESPONSES TO EVALUATE ANY TRANSACTION WITH A POTENTIAL CONFLICT. |
| 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 IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE 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 MHC'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 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 KEY EMPLOYEES IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES FOR MUNSON MEDICAL CENTER. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON MEDICAL CENTER ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON MEDICAL CENTER DOES NOT MAKE THE BYLAWS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE, PARENT CORPORATION, SUBMITS ITS ANNUAL CONSOLIDATED FINANCIAL STATEMENTS TO THE MSRB IN COMPLIANCE WITH BOND DISCLOSURE REQUIREMENTS. ADDITIONALLY, MUNSON MEDICAL CENTER PREPARES AND DISTRIBUTES AN ANNUAL REPORT TO THE COMMUNITY, WHICH CONTAINS FINANCIAL AS WELL AS PROGRAM DATA. |
| RELATED ORGANIZATIONS | FORM 990, PAGE 7, PART VII | K. DOUGLAS DECK, PRESIDENT OF MUNSON HEALTHCARE SYSTEM, PARENT CORPORATION, ALLOCATES ALL HIS TIME TO THAT COMPANY. EDWIN A. NESS IS PRESIDENT OF MUNSON MEDICAL CENTER AND ALLOCATES 90% OF HIS TIME TO THAT COMPANY AND 10% TO MUNSON HEALTHCARE SYSTEM MATTERS. MARK HEPLER, CFO, ALLOCATES 30% OF HIS TIME TO MUNSON HEALTHCARE, SYSTEM PARENT ORGANIZATION; 70% TO MUNSON MEDICAL CENTER; AND LESS THAN AN HOUR A WEEK TO THE REMAINING ORGANIZATIONS IN THE MUNSON HEALTHCARE SYSTEM IN HIS CAPACITY AS CFO FOR ALL MUNSON SYSTEM ORGANIZATIONS. PAUL M. SHIRILLA, VICE PRESIDENT OF GENERAL COUNSEL FOR THE MUNSON HEALTHCARE SYSTEM, ALLOCATES 85% OF HIS TIME TO SYSTEM MATTERS AND 15% TO MUNSON MEDICAL CENTER. KATHLEEN MCMANUS, SENIOR VICE PRESIDENT OF MUNSON HEALTHCARE, ALLOCATES 90% OF HER TIME TO MUNSON MEDICAL CENTER AND THE REMAINDER TO SYSTEM ENTITIES. MARK ANTHONY IS A VICE PRESIDENT FOR MUNSON MEDICAL CENTER AND ALLOCATES 95% OF THIS TIME TO THAT COMPANY. HE DEVOTES APPROXIMATELY 2-3 HOURS A WEEK TO MUNSON MOBILE IMAGING AS PRESIDENT. |
| ADDITIONAL INFORMATION | SCHEDULE R | MUNSON MEDICAL CENTER 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. |
| ADDITIONAL INFORMATION | SCHEDULE O | AUDITED FINANCIAL STATEMENTS MUNSON MEDICAL CENTER'S FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS AS PART OF THE AUDIT OF MUNSON HEALTHCARE AND SUBSIDIARIES. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND RECEIVED AN UNQUALIFIED OPINION FROM ERNST & YOUNG. MUNSON HEALTHCARE, SYSTEM PARENT ORGANIZATION, MAINTAINS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS, THE SELECTION OF THE INDEPENDENT AUDITORS, AND THE PROCESS FOR PREPARING THE FORM 990. THAT PROCESS INCLUDES THE REVIEW OF MUNSON HEALTHCARE, MUNSON MEDICAL CENTER, MUNSON HEALTHCARE REGIONAL FOUNDATION, AND SELECTED OTHER SYSTEM ENTITY FORMS 990 ON AN ANNUAL BASIS. SCHEDULE K - SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS PART I - DESCRIPTION OF PURPOSE THE 2005A ISSUE WAS USED TO ADVANCE REFUND 39% OF THE CALLABLE ORIGINAL PRINCIPAL AMOUNT OF THE COUNTY OF GRAND TRAVERSE HOSPITAL AUTHORITY HOSPITAL REVENUE AND REFUNDING BONDS (MUNSON HEALTHCARE OBLIGATED GROUP) SERIES 1998A, ISSUED 9/1/98. THE 2005B ISSUE FUNDED A PROJECT FOR THE CONSTRUCTION AND EQUIPPING OF A 4-STORY ADDITION TO THE HOSPITAL THAT INCLUDED A NEW EMERGENCY ROOM, A 60-BED ACUTE CARE NURSING UNIT, SPACE FOR FUTURE CLINICAL NEEDS AND AN ENERGY CENTER. PART II, QUESTION 5 -BOND INSURANCE PREMIUMS OF 528,444 AND 713,393 WERE PAID ON THE SERIES 2005A AND SERIES 2005B ISSUES, RESPECTIVELY, TO ENHANCE THE BOND CREDIT. PART III, QUESTION 3C - MUNSON MEDICAL CENTER MAINTAINS POLICIES AND PROCEDURES TO REVIEW AND MONITOR ALL CONTRACTS. THE REVIEW PROCESS INCLUDES A REVIEW BY THE INTERNAL LEGAL DEPARTMENT. OUTSIDE COUNSEL MAY BE CONSULTED, AS NECESSARY. OUTSIDE COUNSEL IS RETAINED FOR ALL NEW EXEMPT BOND OFFERINGS, DURING WHICH A THOROUGH DUE DILIGENCE PROCESS REVIEWS APPLICABLE CONTACTS. |
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 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON DIALYSIS CENTER | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383097861 | DIALYSIS | MI | (C) | 3 | MUNSON HC | HEALTHCARE | |
| MUNSON HEALTHCARE | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382640544 | HEALTHCARE | MI | (C) | 11B | N/A | ||
| MUNSON HEALTHCARE REGIONAL FOUNDATI | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | (C) | 7 | MUNSON HC | HEALTHCARE | |
| MUNSON HOME CARE | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | (C) | 9 | MUN HOME H | HEALTHCARE | |
| MUNSON HOME HEALTH | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383335362 | HOME HEALT | MI | (C) | 11B | MUN HOME H | HEALTHCARE | |
| MUNSON HOME SERVICES | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | (C) | 9 | MUNSON HC | HEALTHCARE | |
| MUNSON MOBILE IMAGING INC | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382704069 | HEALTHCARE | MI | (C) | MUNSON HC | HEALTHCARE | ||
| NORTH FLIGHT INC | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | (C) | 11B | MUNSON HC | HEALTHCARE | |
| PAUL OLIVER MEMORIAL HOSPITAL | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | HEALTHCARE | MI | (C) | 3 | MUNSON HC | HEALTHCARE | |
| PAUL OLIVER MEMORIAL HOSPITAL FOUND | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 237201619 | RAISE FUND | MI | (C) | 7 | PAUL OLV H | HEALTHCARE | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL BUILDING PARTNERS | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382830005 | REAL ESTAT | MI | NA | RELATED | 159185 | 1668694 | false | true | |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |||||||||||||
| 2651 AERO PARK DR | TRAVERSE CITY | MI | 49686 | 383453378 | PURCHASING | MI | false | false | N/A | ||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line2NameOfRelatedOrg/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON SUPPORT SERVICES | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382872821 | LAUNDRY | MI | NA | C CORP | 4130963 | 4558034 | 1.00000 | ||
| MUNSON SERVICES INC | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383144382 | PHARMACY | MI | N/A | ||||||
| MEDICAL OFFICE BUILDING CONDOMINIUM | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383567278 | REAL ESTAT | MI | NA | C CORP | 165827 | 41592 | 0.77820 | ASSOCIATION | |
| 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 | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (40 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MEDICAL OFFICE CONDOMINIUM ASSOCIAT | |
| J | 62328 |
| MEDICAL OFFICE CONDOMINIUM ASSOCIAT | |
| P | 171654 |
| MUNSON DIALYSIS CENTER | |
| K | 146403 |
| MUNSON DIALYSIS CENTER | |
| N | 1671101 |
| MUNSON DIALYSIS CENTER | |
| P | 817767 |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | |
| C | 647856 |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | |
| O | 81134 |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | |
| B | 125000 |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | |
| L | 494425 |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | |
| P | 65403 |
| MUNSON HOME CARE | |
| I | 94119 |
| MUNSON HOME CARE | |
| P | 12696240 |
| MUNSON HOME CARE | |
| K | 227074 |
| MUNSON HOME HEALTH | |
| I | 73776 |
| MUNSON HOME HEALTH | |
| P | 1927378 |
| MUNSON HOME SERVICES | |
| K | 162714 |
| MUNSON HOME SERVICES | |
| P | 3995522 |
| MUNSON MEDICAL BUILDING PARTNERS | |
| J | 636349 |
| MUNSON MEDICAL BUILDING PARTNERS | |
| P | 216407 |
| MUNSON MOBILE IMAGING | |
| P | 1440692 |
| MUNSON SERVICES INC | |
| O | 68999 |
| MUNSON SERVICES INC | |
| K | 83364 |
| MUNSON SERVICES INC | |
| N | 1928070 |
| MUNSON SERVICES INC | |
| P | 112132 |
| MUNSON SUPPORT SERVICES | |
| L | 1883697 |
| MUNSON SUPPORT SERVICES | |
| Q | 116430 |
| MUNSON SUPPORT SERVICES | |
| P | 2052604 |
| NORTH FLIGHT INC | |
| K | 53514 |
| NORTH FLIGHT INC | |
| P | 6258639 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| D | 12205000 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| I | 126000 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| L | 2867028 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| N | 324533 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| O | 20634122 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| P | 2315624 |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |
| R | 12612658 |
| PAUL OLIVER MEMORIAL HOSPITAL | |
| K | 638464 |
| PAUL OLIVER MEMORIAL HOSPITAL | |
| N | 941569 |
| PAUL OLIVER MEMORIAL HOSPITAL | |
| O | 137880 |
| PAUL OLIVER MEMORIAL HOSPITAL | |
| P | 6113756 |