MUNSON HEALTHCARE FOUNDATIONS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON HEALTHCARE FOUNDATIONS (EIN 38-2642724)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201131339349302948
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T12:53:50-05:00 | 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 | 382642724 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE REGIONAL | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUNS | NameControl |
| Phone | 2319355000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1188 | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 496851188 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK HEPLER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2319355000 | Phone |
| Date Signed | 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 | DESIREE WORTHINGTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 BEAUMONT PL | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49684 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4364034 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MUNSONHEALTHCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES, INCLUDING MUNSON MEDICAL CENTER, MUNSON HOME CARE, NORTH FLIGHT, INC., AND KALKASKA MEMORIAL HEALTH CENTER; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 911071 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3030365 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 991427 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1044678 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -898106 | InvestmentIncomePriorYear |
| Investment Income Current Year | 288991 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 600 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1004992 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4364034 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3384430 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1283117 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 747566 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 992209 | OtherExpensePriorYear |
| Other Expenses Current Year | 1044682 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4376639 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2327799 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3371647 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2036235 | RevenuesLessExpensesCY |
| Total Assets BOY | 11972673 | TotalAssetsBOY |
| Total Assets EOY | 14387175 | TotalAssetsEOY |
| Total Liabilities BOY | 508243 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 327732 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11464430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14059443 | NetAssetsOrFundBalancesEOY |
| Mission Description | INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES, INCLUDING MUNSON MEDICAL CENTER, MUNSON HOME CARE, NORTH FLIGHT, INC., AND KALKASKA MEMORIAL HEALTH CENTER; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PA | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 943290 | Expense |
| Grants | 943290 | Grants |
| Revenue | 477669 | Revenue |
| Description | FUNDS FOR THE SUPPORT OF MUNSON MEDICAL, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDE THE CONSTRUCTION OF THE SMITH FAMILY BREAST HEALTH CENTER, PEDIATRIC PROGRAMS, UNMET HEALTHCARE NEEDS OF PATIENTS IN THE MUNSON SERVICE AREA, MEDICAL EQUIPMENT PURCHASES, FUNDS FOR THE HEALTHY FUTURES PROGRAM, SUPPORT FOR THE NORTHERN DIABETES INITIATIVE, PATIENT TRANSPORT ASSISTANCE, WOMEN'S CANCER FUND DISTRIBUTIONS TO PATIENTS, THE EEG PROJECT, FUNDS FOR THE NORTHERN MI ADAPTIVE SPORTS PROGRAM, CONTINUING MEDICAL EDUCATION, NURSING AND STAFF TRAINING, DIABETES EDUCATION, THE MSU COLLEGE OF HUMAN MEDICINE PROGRAM, THE SIM LAB EQUIPMENT PURCHASES, SUPPORT OF MUNSON MANOR AND OTHER HOSPITAL BASED PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 221936 | Expense |
| Grants | 221936 | Grants |
| Revenue | 21195 | Revenue |
| Description | FUNDS TO SUPPORT MUNSON HOME CARE'S HOSPICE & PALLIATIVE CARE PROGRAM WHICH PROVIDES COMPASSIONATE, END-OF-LIFE CARE TO PATIENTS AND FAMILIES IN NORTHWEST MICHIGAN (INCLUDING ANTRIM, BENZIE, GRAND TRAVERSE, KALKASKA, LEELANAU, MANISTEE, MASON, OTSEGO AND WEXFORD COUNTIES). THE HEART OF THE PROGRAM'S MISSION IS TO SERVE INDIVIDUALS AND THEIR FAMILIES DURING THEIR GREATEST TIME OF NEED. SINCE 1978, MUNSON HOME CARE HAS CARED FOR OVER 10,000 PATIENTS LIVING WITH ADVANCED ILLNESS OR CONDITION, THEIR CAREGIVERS, AND THOSE WHO HAVE LOST A LOVED ONE-REGARDLESS OF AGE, RACE, RELIGION OR FINANCIAL CIRCUMSTANCES. MUNSON HOSPICE'S PROFESSIONAL STAFF AND DEDICATED VOLUNTEERS OFFER COMFORT, PEACE, AND COMPASSION IN THE HOME OR AT THE HOSPICE HOUSE, WHICH IS LOCATED ON THE CAMPUS OF MUNSON MEDICAL CENTER. ADDITIONALLY, MUNSON HOSPICE PROVIDES GRIEF SUPPORT SERVICES TO FAMILIES FOR UP TO ONE YEAR AFTER THE LOSS OF A LOVED ONE. HOSPICE BEREAVEMENT COUNSELORS ARE FREQUENTLY REQUESTED BY AREA SCHOOLS TO HELP STUDENTS AND TEACHERS COPE WITH THE TRAUMATIC DEATH OF A CLASSMATE OR OTHER CRISIS. OUR INNOVATIVE PALLIATIVE CARE PROGRAM GUIDES PATIENTS AND FAMILIES THROUGH DIFFICULT CONVERSATIONS AND CHOICES ABOUT TREATMENT AND PAIN MANAGEMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 40236 | Expense |
| Grants | 40236 | Grants |
| Description | FUNDS WERE DISTRIBUTED FOR NURSING SCHOLARSHIPS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 77655 | Expense |
| Grants | 77655 | Grants |
| Description | MUNSON HEALTHCARE REGIONAL FOUNDATION GRANTS FUNDS TO PROVIDE FOR UNMET HEALTHCARE NEEDS IN THE MUNSON HEALTHCARE SERVICE AREA. MUCH OF THIS IS DIRECT SUPPORT TO PATIENTS WHO REQUIRE ASSISTANCE ACCESSING HEALTHCARE AND PAYING FOR SUPPORTIVE HEALTHCARE NEEDS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 77655 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 77655 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1283117 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | 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 | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE CORPORATE FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2319357777 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3668 N US 31 S | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49684 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| K DOUGLAS DECK | ||||||
| DIRECTOR | 4.00 | X | 0 | 723328 | 199097 | |
| EDWIN NESS | ||||||
| DIRECTOR | 4.00 | X | 0 | 494002 | 130229 | |
| DESIREE WORTHINGTON | ||||||
| PRESIDENT | 34.00 | X | 0 | 157398 | 37763 | X |
| LORRAINE BEERS | ||||||
| DIRECTOR | 2.00 | X | 0 | 69109 | 14986 | |
| ALICE SHIRLEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANN WARD GREGORY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE REAVELY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE SOULE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CATHERINE L MARTIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHARLES BUMB | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| CHARLES HAVILL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CYNTHIA GLINES MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DENNIS PEARSALL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EDWARD RUTKOWSKI MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GEORGE BEARUP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| IRENE NUGENT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JON S ARMSTRONG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KYLE CARR MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAUL SCHMUCKAL | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |
| PHILLIP GOETHALS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| REV HOMER NYE | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| ROBERT SNELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RONALD YOCUM | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROSS BIEDERMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROYCE RAGLAND | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SARAH WATKINS TRIPPE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARK A HEPLER | ||||||
| CFO | 1.00 | 0 | 218496 | 38148 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 1662333 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 420223 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 3030365 | AllOtherContributions |
| Total Contributions | 3030365 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SHARED SERVICE REVENUE | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 1044678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1044678 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1044678 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117795 | TotalRevenueColumn |
| Exclusion | $117,795 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 171196 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 171196 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171196 | TotalRevenueColumn |
| Exclusion | $171,196 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4364034 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1044678 | RelatedOrExemptFunctionIncome |
| Exclusion | $288,991 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1208713 | Total |
| Program Services | 1208713 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74404 | Total |
| Program Services | 74404 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5090 | Total |
| Management And General | 5090 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Management And General | 3500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861233 | Total |
| Management And General | 207556 | ManagementAndGeneral |
| Fundraising | 653677 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 766 | Total |
| Management And General | 122 | ManagementAndGeneral |
| Fundraising | 644 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78317 | Total |
| Management And General | 23533 | ManagementAndGeneral |
| Fundraising | 54784 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15287 | Total |
| Management And General | 11147 | ManagementAndGeneral |
| Fundraising | 4140 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14495 | Total |
| Management And General | 7164 | ManagementAndGeneral |
| Fundraising | 7331 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336 | Total |
| Management And General | 336 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3224 | Total |
| Management And General | 3224 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 32427 | 32427 | |
| MISCELLANEOUS | 29592 | 2602 | 26990 |
| REPAIRS | 415 | 415 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2327799 | Total |
| Program Services | 1283117 | ProgramServices |
| Management And General | 297116 | ManagementAndGeneral |
| Fundraising | 747566 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108311 | BOY |
| EOY | 131247 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613648 | BOY |
| EOY | 1124902 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12692 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10966 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 839 | BOY |
| EOY | 1726 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11231905 | BOY |
| EOY | 13118596 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17970 | BOY |
| EOY | 9914 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11972673 | BOY |
| EOY | 14387175 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6763 | BOY |
| EOY | 18983 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501480 | BOY |
| EOY | 308749 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508243 | BOY |
| EOY | 327732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11103 | BOY |
| EOY | 11102 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9760881 | BOY |
| EOY | 12355895 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1692446 | BOY |
| EOY | 1692446 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11464430 | BOY |
| EOY | 14059443 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11972673 | BOY |
| EOY | 14387175 | 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 | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 889035 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2175616 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4104161 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 911071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3030365 | CurrentTaxYear |
| Total | 11110248 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 889035 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2175616 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4104161 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 911071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3030365 | CurrentTaxYear |
| Total | 11110248 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2024663 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9085585 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 174948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 280426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 408864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 230852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117795 | CurrentTaxYear |
| Total | 1212885 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 600 | CurrentTaxYearMinus1Year |
| Total | 600 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12323733 | TotalSupport |
| Gross Receipts From Admissions Etc | 4477752 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.73720 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72280 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SHARED SERVICE REVENUE IS A REIMBURSEMENT OF THE FOUNDATION'S EXPENSES BY MUNSON HEALTHCARE, MUNSON MEDICAL CENTER, AND SEVERAL OTHER ORGANIZATIONS THAT BENEFIT FROM THE FOUNDATION'S FUNDRAISING EFFORTS. THE REIMBURSEMENT IS NOT CONSIDERED SUPPORT OF THE FOUNDATION, BUT MERELY A REIMBURSEMENT OF EXPENSES TO COVER THE COST OF THE FOUNDATION'S OPERATIONS. THEREFORE, THE REIMBURSEMENT AMOUNTS ARE NOT INCLUDED IN THE SUPPORT SCHEDULE, IN ACCORDANCE WITH THE INSTRUCTION DEFINITIONS. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| 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 | 11231905 | BeginningOfYearBalance |
| Contributions | 2470828 | Contributions |
| Investment Earnings Or Losses | 873307 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1384703 | GrantsOrScholarships |
| Other Expenditures | -48493 | OtherExpenditures |
| Administrative Expenses | -24248 | AdministrativeExpenses |
| End Of Year Balance | 13118596 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14478163 | BeginningOfYearBalance |
| Contributions | 1592179 | Contributions |
| Investment Earnings Or Losses | -1327951 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1029785 | GrantsOrScholarships |
| Other Expenditures | -2455542 | OtherExpenditures |
| Administrative Expenses | -25160 | AdministrativeExpenses |
| End Of Year Balance | 11231905 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.12900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.87100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12692 | OtherCostOrOtherBasis |
| Depreciation | 10966 | Depreciation |
| Book Value | 1726 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1726 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY FOR CHARITABLE GIFT ANNUIT | $229,808 |
| AFFILIATE ACCOUNTS PAYABLE | $78,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 308749 | 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 | MUNSON HEALTHCARE REGIONAL FOUNDATION HOLDS PERMANENT ENDOWMENT FUNDS FOR MUNSON MEDICAL CENTER, BROTHER CORPORATION; FOR NURSING SCHOLARSHIPS; AND FOR OTHER ENTITIES IN THE MUNSON HEATLHCARE SYSTEM. TEMPORARILY RESTRICTED FUNDS ARE HELD FOR A VARIETY OF HEALTHCARE NEEDS IN THE MUNSON HEALTHCARE SYSTEM. THESE INCLUDE CAPITAL REPLACEMENT AND EXPANSION; SUSTAINING FUNDS FOR SPECIFIC PROGRAMS INCLUDING THE MUNSON HOSPICE HOUSE, THE MUNSON HOSPITALITY HOUSE, PEDIATRIC PROGRAMS, WOMEN'S HEALTH ISSUES, DIABETES INITIATIVES, COMMUNITY HEALTH NEEDS, RESEARCH, PATIENT TRANSPORT, PROFESSIONAL AND PATIENT EDUCATION, AND MANY OTHER IDENTIFIED INTERESTS OF MUNSON HEALTHCARE AND THE COMMUNITIES IT SERVES; AND FUNDS FOR PATIENTS WHO REQUIRE FINANCIAL ASSISTANCE TO OBTAIN HEALTH CARE OR FURTHER THEIR ABILITY TO RECEIVE HEALTH CARE. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | MUNSON HEALTHCARE REGIONAL FOUNDATION HAS NO FIN 48 LIABILITIES; AND THEREFORE, NO FOOTNOTE DISCLOSURE ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL CENTER | ||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | (3) | 943290 | SUPPORT HOSPITAL | |
| MUNSON HOME CARE | ||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | (3) | 221936 | HOSPICE & PALLIATIVE | |
| GRAND TRAVERSE COUNTY HEALTH | ||||||||
| 2325 GARFIELD RD NORTH SUITE B | TRAVERSE CITY | MI | 49686 | 386004852 | GOV | 11000 | WOMEN & YOUTH HEALTH | DEPARTMENT |
| TRAVERSE HEALTH CLINIC | ||||||||
| 3155 LOGAN VALLEY ROAD | TRAVERSE CITY | MI | 49684 | 300224028 | (3) | 6894 | WOMEN'S HEALTH NEEDS | |
| BENZIE LEELANAU COUNTIES HEALTH | ||||||||
| 6051 FRANKFORT HWY | BENZONIA | MI | 49617 | 383563403 | GOV | 16000 | MAMMOGRAPHY | DEPARTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|
| SCHOLARSHIPS | 40236 |
| CASH FOR PATIENT NEEDS | 34168 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | THE MUNSON HEALTHCARE REGIONAL FOUNDATION REQUESTS AND RECEIVES REPORTS FROM PROGRAM MANAGERS FOR PROJECTS SUPPORTED WITHIN THE MUNSON HEALTHCARE SYSTEM. SCHOLARSHIPS ARE AVAILABLE FOR BOOKS, TUITION AND LAB FEES FOR THOSE GOING INTO NURSING OR PRIORITY HEALTH CARE FIELDS. RECIPIENTS ARE REIMBURSED FOR ITEMS COVERED UNDER THE TERMS OF THE SCHOLARSHIP. GRANTEES MUST TURN IN RECEIPTS AND GRADE REPORTS TO SUBSTANTIATE ELIGIBILITY, WHICH ARE THEN PROCESSED AND PAID OUT OF SCHOLARSHIP MONIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|
| K DOUGLAS DECK | ||||||
| 587830 | 125100 | 10398 | 185041 | 14056 | 922425 | |
| EDWIN NESS | ||||||
| 421592 | 58771 | 13639 | 111215 | 19014 | 624231 | 12847 |
| DESIREE WORTHINGTON | ||||||
| 157274 | 124 | 18381 | 19382 | 195161 | ||
| MARK A HEPLER | ||||||
| 191747 | 17206 | 9543 | 19120 | 19028 | 256644 | 8118 |
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 NESS 0 93,544 0 DESIREE WORTHINGTON 0 9,450 0 MARK A. HEPLER 0 12,180 0 |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENTS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES, INCLUDING MUNSON MEDICAL CENTER, MUNSON HOME CARE, NORTH FLIGHT, INC., AND KALKASKA MEMORIAL HEALTH CENTER; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PARTICIPATE IN ESTABLISHING AND ACHIEVING MUNSON HEALTHCARE'S REGIONAL FUNDRAISING TARGETS AND GOALS IN ACCORDANCE WITH MUNSON HEALTHCARE'S FUNDRAISING PLANS AND STRATEGIES; AND G) TO SUPPORT AND PARTICIPATE IN THE ACHIEVEMENT OF THE MISSION OF MUNSON HEALTHCARE AND ITS AFFILIATES, CONSISTENT WITH THEIR COLLECTIVE MISSION. THE MUNSON HEALTHCARE REGIONAL FOUNDATION IS PART OF THE MUNSON HEALTHCARE SYSTEM. THROUGH ITS HOSPITALS AND OTHER AFFILIATES, THE SYSTEM DELIVERS A BROAD ARRAY OF HEALTH CARE SERVICES TO 24 COUNTIES IN MICHIGAN'S NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. CONSISTENT WITH ITS MISSION, THE MUNSON HEALTHCARE SYSTEM PROVIDED 31 MILLION IN CHARITY CARE AND OTHER COMMUNITY BENEFITS, INCLUDING BAD DEBT AND THE SYSTEM MEDICARE FUNDS SHORTFALL FOR RESIDENTS OF NORTHERN MICHIGAN IN THE 2009 TAX YEAR. |
| SECOND ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | MUNSON HOSPICE'S PROFESSIONAL STAFF AND DEDICATED VOLUNTEERS OFFER COMFORT, PEACE, AND COMPASSION IN THE HOME OR AT THE HOSPICE HOUSE, WHICH IS LOCATED ON THE CAMPUS OF MUNSON MEDICAL CENTER. ADDITIONALLY, MUNSON HOSPICE PROVIDES GRIEF SUPPORT SERVICES TO FAMILIES FOR UP TO ONE YEAR AFTER THE LOSS OF A LOVED ONE. HOSPICE BEREAVEMENT COUNSELORS ARE FREQUENTLY REQUESTED BY AREA SCHOOLS TO HELP STUDENTS AND TEACHERS COPE WITH THE TRAUMATIC DEATH OF A CLASSMATE OR OTHER CRISIS. OUR INNOVATIVE PALLIATIVE CARE PROGRAM GUIDES PATIENTS AND FAMILIES THROUGH DIFFICULT CONVERSATIONS AND CHOICES ABOUT TREATMENT AND PAIN MANAGEMENT. |
| ALL OTHER ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | MUNSON HEALTHCARE REGIONAL FOUNDATION GRANTS FUNDS TO PROVIDE FOR UNMET HEALTHCARE NEEDS IN THE MUNSON HEALTHCARE SERVICE AREA. MUCH OF THIS IS DIRECT SUPPORT TO PATIENTS WHO REQUIRE ASSISTANCE ACCESSING HEALTHCARE AND PAYING FOR SUPPORTIVE HEALTHCARE NEEDS. |
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | K. DOUGLAS DECK DESIREE WORTHINGTON FORMER MHC PRES MFD MUNSON HEALTHCARE EMPLOYER K. DOUGLAS DECK MARK A. HEPLER FORMER MHC CFO MUNSON HEALTHCARE EMPLOYER |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON HEALTHCARE REGIONAL FOUNDATION IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | TRUSTEES ARE ELECTED FROM AMONG THOSE PERSONS NOMINATED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. ADDITIONALLY, THE PRESIDENT OF MUNSON HEALTHCARE OR DESIGNEE AND THE PRESIDENT OF MUNSON HEALTHCARE REGIONAL FOUNDATION SERVE AS TRUSTEES ON AN EX-OFFICIO BASIS, WITH VOTE. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE MUNSON HEALTHCARE REGIONAL FOUNDATION TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; AND APPOINTMENT OF THE PRESIDENT. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | THE MUNSON HEALTHCARE REGIONAL FOUNDATION BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HEALTHCARE REGIONAL FOUNDATION BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, 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 HEALTHCARE, SOLE MEMBER, 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 DIRECTOR AND KEY EMPLOYEE OF MUNSON HEALTHCARE REGIONAL FOUNDATION TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE RESPONSES ARE REVIEWED AND SUMMARIZED BY MUNSON HEALTHCARE'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 SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON HEALTHCARE SYSTEM EXECUTIVES IS DETERMINED, IN PART, BY MEASURABLE PROGRESS TOWARD THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALITY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. MUNSON HEALTHCARE'S INTENT FOR EXECUTIVE BASE COMPENSATION IS TO BE AT THE MEDIAN WHEN COMPARED TO LIKE-SIZE NON-PROFIT HOSPITALS AND HEALTHCARE SYSTEMS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF OTHER OFFICERS IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES FOR MUNSON HEALTHCARE REGIONAL FOUNDATION AND MUNSON HEALTHCARE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON HEALTHCARE REGIONAL FOUNDATION ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HEALTHCARE REGIONAL FOUNDATION DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE REGIONAL FOUNDATION 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. DESIREE WORTHINGTON, PRESIDENT, ALLOCATES 85% OF HER TIME TO MUNSON HEALTHCARE REGIONAL FOUNDATION AS ITS PRESIDENT AND 15% OF HER TIME TO PAUL OLIVER MEMORIAL HOSPITAL FOUNDATION AS ITS PRESIDENT. |
| ADDITIONAL INFORMATION | SCHEDULE R | MUNSON HEALTHCARE REGIONAL FOUNDATION USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES. ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED, SUMMARIZED, AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS. |
| ADDITIONAL INFORMATION | SCHEDULE O | AUDITED FINANCIAL STATEMENTS MUNSON HEALTHCARE REGIONAL FOUNDATION'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 AUDIT COMMITTEE'S REVIEW OF SELECT FORMS 990 ON AN ANNUAL BASIS. |
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 | PARENT | MI | (C) | 11B | N/A | ||
| 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 | MUNSON HC | HEALTHCARE | |
| MUNSON HOME SERVICES | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | (C) | 9 | MUN HOME H | HEALTHCARE | |
| MUNSON MEDICAL CENTER | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | (C) | 3 | 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 | Direct Controlling Entity NADirectControllingEntityNA | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL BUILDING PARTNERS | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382830005 | REAL ESTAT | MI | N/A | false | false |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |||||||||
| 2651 AERO PARK DR | TRAVERSE CITY | MI | 49686 | 383453378 | PURCHASING | MI | N/A | false | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line2NameOfRelatedOrg/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| MUNSON SUPPORT SERVICES | ||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382872821 | LAUNDRY | MI | N/A | |
| 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 | N/A | ASSOCIATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MUNSON HEALTHCARE | |
| K | 487367 |
| MUNSON HEALTHCARE | |
| N | 791320 |
| MUNSON HOME CARE | |
| B | 221936 |
| MUNSON MEDICAL CENTER | |
| B | 522856 |
| MUNSON MEDICAL CENTER | |
| K | 494425 |
| MUNSON MEDICAL CENTER | |
| O | 65403 |
| MUNSON MEDICAL CENTER | |
| P | 81134 |