MGH WIND DOWN INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MGH WIND DOWN INC (EIN 38-1358036)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141369349302854
- 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 D
- Schedule H
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:07:36-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKELA TOUTANT HILL & NARDI PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 W BLUFF STREET | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358036 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUETTE GENERAL HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARQ | NameControl |
| Phone | 9062253450 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W MAGNETIC STREET | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY L WORDEN | Name |
| Title | SENIOR VP/CFO | Title |
| Phone | 9062253450 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9062283600 | Phone |
| 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 | JERRY L WORDEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W MAGNETIC STREET | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 336037900 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MGH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1897 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO BE A REGIONAL HEALTH RESOURCE, IMPROVING THE HEALTH OF THOSE WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2851 | TotalNbrEmployees |
| Total Nbr Volunteers | 511 | TotalNbrVolunteers |
| Total Gross UBI | 4432149 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1605738 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 664278 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 317694912 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 323220852 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3288659 | InvestmentIncomePriorYear |
| Investment Income Current Year | 752096 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11678 | OtherRevenuePriorYear |
| Other Revenue Current Year | 817 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 316023669 | TotalRevenuePriorYear |
| Total Revenue Current Year | 324638043 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 152059012 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 155517337 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 157053818 | OtherExpensePriorYear |
| Other Expenses Current Year | 161525504 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 309112830 | TotalExpensesPriorYear |
| Total Expenses Current Year | 317042841 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6910839 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7595202 | RevenuesLessExpensesCY |
| Total Assets BOY | 252619873 | TotalAssetsBOY |
| Total Assets EOY | 266525060 | TotalAssetsEOY |
| Total Liabilities BOY | 173258140 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 192888879 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 79361733 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 73636181 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BE THE REGIONAL MEDICAL CENTER OF CHOICE BY PROVIDING EFFICIENTLY DELIVERED, HIGH QUALITY, COMPASSIONATE CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 217053761 | Expense |
| Revenue | 235169490 | Revenue |
| Description | HOSPITAL SERVICES ENCOMPASSING 10,898 INPATIENT ADMISSIONS; 55,797 INPATIENT DAYS AND 307,809 OUTPATIENT VISITS/REGISTRATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 79812983 | Expense |
| Revenue | 61277137 | Revenue |
| Description | PHYSICIAN PRACTICES WITH 161,298 PATIENTS AND 324,747 VISITS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4513570 | Expense |
| Revenue | 5484419 | Revenue |
| Description | HOME HEALTH SERVICES COVERS EIGHT COUNTIES AND SERVES 1900 PATIENTS WITH 36,955 HOME VISITS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3124540 | Expense |
| Revenue | 2951607 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3124540 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2951607 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 304504854 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 205 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2851 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| 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 | JERRY L WORDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9062253450 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W MAGNETIC STREET | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY J LARSON | |||||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |||
| RICHARD R SCHAEFER | |||||||||
| VICE-CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |||
| LOIS A MICHELIN | |||||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |||
| MICHAEL L VONCK | |||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |||
| K MICHAEL SKYTTA | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN P BARTLETT MD | |||||||||
| TRUSTEE | 2.00 | X | 20004 | 0 | 0 | ||||
| LARRY S LEWIS MD | |||||||||
| TRUSTEE | 2.00 | X | 277673 | 0 | 10473 | ||||
| BRADLEY CORY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARRYANNE SHANNON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GARY LAPLANT | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JUDITH WATSON-OLSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| A GARY MULLER | |||||||||
| PRESIDENT/CEO | 50.00 | X | X | 651605 | 0 | 71952 | |||
| JERRY L WORDEN | |||||||||
| SENIOR VP/CFO | 50.00 | X | 348526 | 0 | 32335 | ||||
| DAVID S GRASER | |||||||||
| SENIOR VP/COO | 50.00 | X | 282287 | 0 | 27937 | ||||
| THOMAS F NOREN MD | |||||||||
| SENIOR VP/CMO | 50.00 | X | 300276 | 0 | 20172 | ||||
| THOMAS A MOSER | |||||||||
| SENIOR VP/PHYS PRACTICES | 50.00 | X | 275247 | 0 | 28992 | ||||
| FREDERICK P HOENKE MD | |||||||||
| VP/MEDICAL DIRECTOR PHYS PRACTICES | 50.00 | 346303 | 0 | 32887 | X | ||||
| DENNIS D BOE | |||||||||
| VP/SUPPORT SERVICES | 50.00 | 174673 | 0 | 20359 | X | ||||
| DAGMAR A RAICA | |||||||||
| VP/CHIEF NURSING OFFICER | 50.00 | 189419 | 0 | 16306 | X | ||||
| RICHARD ROVIN | |||||||||
| PHYSICIAN | 50.00 | 672148 | 0 | 22442 | X | ||||
| CRAIG COCCIA | |||||||||
| PHYSICIAN | 50.00 | 2011882 | 0 | 26442 | X | ||||
| PAUL LAHAYE | |||||||||
| PHYSICIAN | 50.00 | 1154113 | 0 | 11642 | X | ||||
| ANDREW JAHODA | |||||||||
| PHYSICIAN | 50.00 | 597566 | 0 | 14282 | X | ||||
| MICHAEL OUWENGA | |||||||||
| PHYSICIAN | 50.00 | 580032 | 0 | 21442 | X | ||||
| MICHAEL J BECKSTROM | |||||||||
| FORMER CFO | 50.00 | 153200 | 0 | 20930 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8034954 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 378593 | TotalOtherCompensation |
| Number Individuals GT100 K | 164 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHAB CARE | |||||
| 7733 FORSYTH BLVD | ST LOUIS | MO | 66105 | THERAPY SERVICES | 4689437 |
| UPHEC | |||||
| 420 W MAGNETIC | MARQUETTE | MI | 49855 | EDUCATION MANAGEMENT | 1453989 |
| DMS IMAGING | |||||
| PO BOX 86 | MINNEAPOLIS | MN | 55486 | PET SCANNING | 1223437 |
| COMPHEALTH | |||||
| PO BOX 75397 | DALLAS | TX | 75397 | PHYSICIAN SERVICES | 1032893 |
| MAYO MEDICAL LABS | |||||
| PO BOX 9146 | MINNEAPOLIS | MN | 55486 | LAB SERVICES | 996386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 53 | NumberOfContractorsGT100K |
| Government Grants | 664278 | GovernmentGrants |
| Total Contributions | 664278 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| HEALTHCARE SERVICES | 621500 | 319917849 | 315485700 | 4432149 | |
| BLOOD PRODUCTS | 621990 | 1475276 | 1475276 | ||
| EMPLOYEE & GUEST MEALS | 722210 | 1184221 | $1,184,221 | ||
| EMPLOYEE PHARMACY | 446110 | 643506 | $643,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 323220852 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 866731 | TotalRevenueColumn |
| Exclusion | $866,731 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 288516 | TotalRevenueColumn |
| Exclusion | $288,516 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 113455 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 112638 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 817 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 817 | TotalRevenueColumn |
| Exclusion | $817 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10868541 | Securities |
| Other | 15527 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11209121 | Securities |
| Other | 78098 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -340580 | Securities |
| Other | -62571 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -403151 | TotalRevenueColumn |
| Exclusion | -$403,151 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 324638043 | TotalRevenueColumn |
| Related Or Exempt Function Income | 316960976 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4432149 | UnrelatedBusinessRevenue |
| Exclusion | $2,580,640 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8324334 | Total |
| Program Services | 6063273 | ProgramServices |
| Management And General | 2261061 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473997 | Total |
| Program Services | 387148 | ProgramServices |
| Management And General | 86849 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115615425 | Total |
| Program Services | 112146962 | ProgramServices |
| Management And General | 3468463 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5843074 | Total |
| Program Services | 5667782 | ProgramServices |
| Management And General | 175292 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17210835 | Total |
| Program Services | 16694510 | ProgramServices |
| Management And General | 516325 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8049672 | Total |
| Program Services | 7808182 | ProgramServices |
| Management And General | 241490 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249890 | Total |
| Program Services | 374967 | ProgramServices |
| Management And General | 874923 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672401 | Total |
| Program Services | 336200 | ProgramServices |
| Management And General | 336201 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122137 | Total |
| Management And General | 122137 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56886 | Total |
| Program Services | 55179 | ProgramServices |
| Management And General | 1707 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30775029 | Total |
| Program Services | 29851178 | ProgramServices |
| Management And General | 923851 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858636 | Total |
| Program Services | 832877 | ProgramServices |
| Management And General | 25759 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72768295 | Total |
| Program Services | 70585246 | ProgramServices |
| Management And General | 2183049 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3214327 | Total |
| Program Services | 3117897 | ProgramServices |
| Management And General | 96430 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6373992 | Total |
| Program Services | 6182772 | ProgramServices |
| Management And General | 191220 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031483 | Total |
| Program Services | 1970539 | ProgramServices |
| Management And General | 60944 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710551 | Total |
| Program Services | 689234 | ProgramServices |
| Management And General | 21317 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3647149 | Total |
| Program Services | 3537735 | ProgramServices |
| Management And General | 109414 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11080861 | Total |
| Program Services | 10748435 | ProgramServices |
| Management And General | 332426 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2014928 | Total |
| Program Services | 1954480 | ProgramServices |
| Management And General | 60448 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| UNCOMPENSATED CARE | 10992918 | 10992918 | |
| QUALITY ASSURANCE ASSES | 5460559 | 5296742 | 163817 |
| MAINTENANCE CONTRACTS | 3030864 | 2939938 | 90926 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6464598 | Total |
| Program Services | 6270660 | ProgramServices |
| Management And General | 193938 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317042841 | Total |
| Program Services | 304504854 | ProgramServices |
| Management And General | 12537987 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28081601 | BOY |
| EOY | 36710985 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45482008 | BOY |
| EOY | 49943474 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307283 | BOY |
| EOY | 143572 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8599310 | BOY |
| EOY | 8490577 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2117770 | BOY |
| EOY | 2447369 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 310347616 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 209433811 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105402559 | BOY |
| EOY | 100913805 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38509588 | BOY |
| EOY | 39372126 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15656432 | BOY |
| EOY | 19066010 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8463322 | BOY |
| EOY | 9437142 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252619873 | BOY |
| EOY | 266525060 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36132581 | BOY |
| EOY | 44238277 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68485508 | BOY |
| EOY | 63426933 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5684615 | BOY |
| EOY | 4457289 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62955436 | BOY |
| EOY | 80766380 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173258140 | BOY |
| EOY | 192888879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77499381 | BOY |
| EOY | 70934334 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1862352 | BOY |
| EOY | 2701847 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79361733 | BOY |
| EOY | 73636181 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252619873 | BOY |
| EOY | 266525060 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7570000 | OtherCostOrOtherBasis |
| Book Value | 7570000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147919304 | OtherCostOrOtherBasis |
| Depreciation | 90318469 | Depreciation |
| Book Value | 57600835 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 148527511 | OtherCostOrOtherBasis |
| Depreciation | 117027782 | Depreciation |
| Book Value | 31499729 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6330801 | OtherCostOrOtherBasis |
| Depreciation | 2087560 | Depreciation |
| Book Value | 4243241 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 100913805 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN UPHP | 16519194 | C |
| INVESTMENT IN UPMC | 2546816 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19066010 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PROFESSIONAL LIABILITY AND W/C RESERVES | $4,617,120 |
| ACCRUED EMPLOYEE COMP AND BENIFITS - LT | $3,696,903 |
| ACCRUED PENSION LIABILITY - LT | $66,915,115 |
| INTEREST RATE SWAP AGREEMENT | $5,537,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 80766380 | TotalOfAmounts |
| Total Revenue | 324638043 | TotalRevenue |
| Total Expenses | 317042841 | TotalExpenses |
| Excess Or Deficit For Year | 7595202 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11264 | NetUnrealizedGLOnInvestments |
| Other | -$13,332,018 | OtherAmount |
| Total Adjustments | -13320754 | TotalAdjustments |
| Excess Or Deficit Per FS | -5725552 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 310939941 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11264 | NetUnrealizedGainsInvestments |
| Other Revenues | -13709366 | OtherRevenues |
| Revenue Not Rptd F990 | -13698102 | RevenueNotRptdF990 |
| Revenue Subtotal | 324638043 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 324638043 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 317042841 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 317042841 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 317042841 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | CONTRIBUTION RECEIVED - RESTRICTED PROPERTY: 769000. PENSION LIABILITY ADJUSTMENT: -14478366. INCREASE IN TEMPORARILY RESTRICTED NET ASSETS: 839495. LOSS ON DISCONTINUED OPERATION: -462147. |
| Part XII, Line 2d - Other Adjustments: | PENSION LIABILITY ADJUSTMENT: -14478366. CONTRIBUTION RECEIVED - RESTRICTED: 769000. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1019203 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1019203 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00330 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 39764695 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 26410695 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 13354000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04360 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1357676 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 685138 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 672538 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00220 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 42141574 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27095833 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15045741 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04910 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 888788 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 160081 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 728707 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00240 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8513895 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4504589 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4009306 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01310 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 27305621 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 21039556 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6266065 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02050 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 425301 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 46653 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 378648 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 80764 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 80764 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 37214369 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 25750879 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 11463490 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03750 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 79355943 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 52846712 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 26509231 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08660 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 191 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 191 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 370 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 370 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 65446 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 65446 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 66007 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 66007 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $4,797,518 | BadDebtExpenseAmount |
| Amount Attributable To | 1409873 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 73259382 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 57148007 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 16111375 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 0 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UP IMAGING MANAGEMENT SERVICES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | OUTPATIENT NON-INVASIVE DIAGNOSTIC CARDIOVASCULAR IMAGING SERVICES | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.60000 | OrganizationProfitOrOwnership |
| Physicans Profit Or Ownership | 0.40000 | PhysicansProfitOrOwnership |
Form990 Schedule H Part V Form990ScheduleHPartV (14 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|
| MARQUETTE GENERAL HOSPITAL INC | |||||||||
| 420 W MAGNETIC ST | MARQUETTE | MI | 49855 | X | X | X | X | X | OUTPATIENT CLINIC |
| MARQUETTE MEDICAL CLINIC | |||||||||
| 2500 7TH AVENUE SOUTH SUITE 100 | ESCANABA | MI | 49829 | OUTPATIENT CLINIC | |||||
| MARQUETTE MEDICAL CLINIC | |||||||||
| 2002 MINNEAPOLIS AVENUE | GLADSTONE | MI | 49837 | OUTPATIENT CLINIC | |||||
| MARQUETTE MEDICAL CLINIC | |||||||||
| BURT TOWNSHIP HALL | GRAND MARAIS | MI | 49839 | OUTPATIENT CLINIC | |||||
| MARQUETTE SPECIALITY CLINIC | |||||||||
| 500 CAMPUS DRIVE | HANCOCK | MI | 49930 | OUTPATIENT CLINIC | |||||
| LAKEWOOD MEDICAL ASSOCIATES | |||||||||
| 5087 US 41 SOUTH | MARQUETTE | MI | 49855 | OUTPATIENT CLINIC | |||||
| NORTH COUNTRY MEDICAL SPECIALISTS | |||||||||
| 1711 S STEPHENSON SUITE 35 | IRON MOUNTAIN | MI | 49801 | OUTPATIENT CLINIC | |||||
| MARQUETTE MEDICAL CLINIC | |||||||||
| 1500 W ICE LAKE ROAD | IRON RIVER | MI | 49935 | OUTPATIENT CLINIC | |||||
| GRAND VIEW CLINIC | |||||||||
| GOGEBIC RANGE N 10565 | IRONWOOD | MI | 49938 | OUTPATIENT CLINIC | |||||
| MARQUETTE MEDICAL CLINIC | |||||||||
| 800 E BOULEVARD | KINGSFORD | MI | 49802 | OUTPATIENT CLINIC | |||||
| MARQUETTE SPECIALITY CLINIC | |||||||||
| 205 OSCEOLA STREET | LAURIUM | MI | 49913 | OUTPATIENT CLINIC | |||||
| MARQUETTE MEDICAL CLINICS | |||||||||
| 1414 W FAIR AVENUE | MARQUETTE | MI | 49855 | OUTPATIENT CLINIC | |||||
| NEGAUNEE MEDICAL ASSOCIATES | |||||||||
| 405 US 41 EAST | NEGAUNEE | MI | 49866 | OUTPATIENT CLINIC | |||||
| MARQUETTE MEDICAL CLINIC | |||||||||
| COMMUNITY BUILDING | TRENARY | MI | 49891 | OUTPATIENT CLINIC | |||||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Costing Method Used | Part I, Line 7: ROW A - CHARITY CARE: COST TO CHARGE RATIO.ROW B - MEDICAID: COST TO CHARGE RATIO USING MEDICARE COST REPORT RULES.ROW C - UNREIMBURSED COSTS: COST TO CHARGE RATIO USING MEDICARE COST REPORT RULES.ROW E TO J - OTHER BENEFITS: DIRECT CHARGE OF TIME AND COSTS. | CostingMethodUsed |
| Subsidized Health Services Expln | Part I, Line 7g: THE SYSTEM PROVIDES SUBSIDIZED HEALTH SERVICES FOR BEHAVIORAL HEALTH, FAMILY PRACTICE CLINICS IN MEDICALLY UNDERSERVED AREAS, NICU, AND WOMEN'S SERVICES. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | Part I, Line 7f: TOTAL EXPENSES WERE REDUCED BY $10,992,918 FOR BAD DEBT EXPENSE. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | Part III, Line 4: FOOTNOTE TEXT: AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS ESTABLISHED ON AN AGGREGATE BASIS BY USING HISTORICAL WRITE-OFF RATE FACTORS APPLIED TO UNPAID ACCOUNTS BASED ON AGING. LOSS RATE FACTORS ARE BASED ON HISTORICAL LOSS EXPERIENCE AND ADJUSTED FOR ECONOMIC CONDITIONS AND OTHER TRENDS AFFECTING THE SYSTEM'S ABILITY TO COLLECT OUTSTANDING AMOUNTS. UNCOLLECTIBLE AMOUNTS ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD THEY ARE DETERMINED TO BE UNCOLLECTIBLE. AN ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS AND INTERIM PAYMENT ADVANCES IS BASED ON EXPECTED PAYMENT RATES FROM PAYORS BASED ON CURRENT REIMBURSEMENT METHODOLOGIES. THIS AMOUNT ALSO INCLUDES AMOUNTS RECEIVED AS INTERIM PAYMENTS AGAINST UNPAID CLAIMS BY CERTAIN PAYORS.GROSS BAD DEBT EXPENSE WAS $10,992,918 WITH A COST OF $4,797,518. AN ATTORNEY REVIEWED THE ACCOUNTS TO DETERMINE PERCENTAGE THAT WOULD HAVE QUALIFIED FOR CHARITY CARE. | BadDebtFootnote |
| Shortfall As Community Benefit | Part III, Line 8: MEDICARE COSTS ARE FROM THE MEDICARE COST REPORT, WHICH UTILIZES MEDICARE ALLOWABLE COST AND THEN RATIO OF COST TO CHARGES BY HCFA LINE NUMBER. MEDICARE ALLOWABLE COST IS DETERMINED BY INCLUDING ALL DIRECT AND INDIRECT EXPENSES IN WORKSHEET A AND THEN OFFSETTING ANY NON-ALLOWABLE COSTS AND MISCELLANEOUS REVENUES. NON-ALLOWABLE COSTS INCLUDE ANY EXPENSE NOT NECESSARY FOR PATIENT CARE OR THOSE DEEMED A LUXURY OR EXCESSIVE. TYPICAL OFFSETS INCLUDE PATIENT TELEVISIONS AND TELEPHONES, PAYMENTS TO PROVIDER BASED PHYSICIANS IN EXCESS OF REASONABLE LIMITS, AND NON-PATIENT REVENUE, TO NAME A FEW. OVERHEAD IS STEPPED-DOWN TO THE REIMBURSABLE AND NON-REIMBURSABLE HCFA LINES. TOTAL COST IS THEN DETERMINED USING RATIO OF COST TO CHARGES. | ShortfallAsCommunityBenefit |
| Needs Assessment | Part VI, Line 2: THE ORGANIZATION ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES BY UTILIZING NEEDS ASSESSMENTS CONDUCTED BY MULTIPLE AGENCIES PROVIDING HEALTH CARE TO THE SERVICE AREA POPULATION, AS WELL AS CONDUCTING AND DIRECTING QUALITATIVE (FOCUS GROUPS AND INDIVIDUAL, IN PERSON INTERVIEWS) AND QUANTITATIVE (PHONE SURVEYS) MARKET RESEARCH OF THE SERVICE AREA POPULATION. RESEARCH IS ALSO CONDUCTED VIA INTERVIEWS AND FOCUS GROUPS WITH PHYSICIANS AND MID-LEVELS TO DETERMINE HEALTH CARE NEEDS. | NeedsAssessment |
| Patient Education Assistance | Part VI, Line 3: IN-HOUSE MEDICAL ASSISTANCE EXPERTS EXPLAIN PROGRAMS TO PATIENTS AND ASSIST WITH THE APPLICATION PROCESS. PATIENT ACCESS IDENTIFIES SELF-PAY AND UNDERINSURED PATIENTS AND REFERS THEM TO IN-HOUSE FINANCIAL COUNSELORS. FINANCIAL ASSISTANCE INFORMATION AND APPLICATIONS ARE AVAILABLE ON-LINE. | PatientEducationAssistance |
| Community Information | Part VI, Line 4: THE SYSTEM SERVES THE RESIDENTS OF THE UPPER PENINSULA OF MICHIGAN. | CommunityInformation |
| Community Building Activities | Part VI, Line 5: COMMUNITY BUILDING ACTIVITIES INCLUDE PARTICIPATION IN COLLABORATIVE PARTNERSHIPS WITH COMMUNITY GROUPS, RECRUITMENT OF PROFESSIONALS FOR AREAS IDENTIFIED AS MEDICALLY UNDERSERVED, REGIONAL ECONOMIC DEVELOPMENT GROUPS AND PROGRAMS. | CommunityBuildingActivities |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY S LEWIS MD | |||||||||||||
| 277673 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10734 | 0 | 288407 | 0 | 0 | 0 |
| A GARY MULLER | |||||||||||||
| 509668 | 0 | 121970 | 0 | 19967 | 0 | 59800 | 0 | 17389 | 0 | 728794 | 0 | 0 | 0 |
| JERRY L WORDEN | |||||||||||||
| 280833 | 0 | 48258 | 0 | 19435 | 0 | 18883 | 0 | 16458 | 0 | 383867 | 0 | 0 | 0 |
| DAVID S GRASER | |||||||||||||
| 239699 | 0 | 39602 | 0 | 2986 | 0 | 15785 | 0 | 16087 | 0 | 314159 | 0 | 0 | 0 |
| THOMAS F NOREN MD | |||||||||||||
| 273322 | 0 | 24471 | 0 | 2483 | 0 | 8020 | 0 | 16395 | 0 | 324691 | 0 | 0 | 0 |
| THOMAS A MOSER | |||||||||||||
| 199068 | 0 | 33636 | 0 | 42543 | 0 | 10000 | 0 | 22138 | 0 | 307385 | 0 | 0 | 0 |
| FREDERICK P HOENKE MD | |||||||||||||
| 245338 | 0 | 100000 | 0 | 965 | 0 | 16588 | 0 | 19371 | 0 | 382262 | 0 | 0 | 0 |
| DENNIS D BOE | |||||||||||||
| 149849 | 0 | 23182 | 0 | 1642 | 0 | 8367 | 0 | 15701 | 0 | 198741 | 0 | 0 | 0 |
| DAGMAR A RAICA | |||||||||||||
| 163627 | 0 | 24727 | 0 | 1065 | 0 | 9073 | 0 | 9469 | 0 | 207961 | 0 | 0 | 0 |
| RICHARD ROVIN | |||||||||||||
| 626574 | 0 | 45574 | 0 | 0 | 0 | 9800 | 0 | 15471 | 0 | 697419 | 0 | 0 | 0 |
| CRAIG COCCIA | |||||||||||||
| 1963708 | 0 | 48174 | 0 | 0 | 0 | 9800 | 0 | 19471 | 0 | 2041153 | 0 | 0 | 0 |
| PAUL LAHAYE | |||||||||||||
| 1130323 | 0 | 23790 | 0 | 0 | 0 | 0 | 0 | 14471 | 0 | 1168584 | 0 | 0 | 0 |
| ANDREW JAHODA | |||||||||||||
| 558912 | 0 | 38654 | 0 | 0 | 0 | 9800 | 0 | 9333 | 0 | 616699 | 0 | 0 | 0 |
| MICHAEL OUWENGA | |||||||||||||
| 541390 | 0 | 38642 | 0 | 0 | 0 | 9800 | 0 | 16493 | 0 | 606325 | 0 | 0 | 0 |
| MICHAEL J BECKSTROM | |||||||||||||
| 153000 | 0 | 0 | 0 | 200 | 0 | 7338 | 0 | 15396 | 0 | 175934 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | SUPPLEMENTAL RETIREMENT PAYMENTS MADE FOR THE FOLLOWING: A GARY MULLER 50,000 JERRY L WORDEN 14,000 DAVID S GRASER 11,500 THOMAS F NOREN 8,020 THOMAS A MOSER 10,000 | Explanation |
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 |
|---|---|---|---|---|---|---|
| MI STATE HOSPITAL FINANCE AUTHORITY | ||||||
| 382889417 | 59465HBA3 | 2005-05-04 | 29102140 | FACILITY IMPROV & EQUIP | 0 | 0 |
| MI STATE HOSPITAL FINANCE AUTHORITY | ||||||
| 382889417 | 59465HDX1 | 2006-08-23 | 37000000 | FACILITY IMPROV & EQUIP | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 29483298 | 2222238 | 275951 | 26985109 | 2005 | 0 | 0 | 1 | 1 |
| 37067892 | 3700000 | 1480385 | 31887507 | 2006 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 | 0.00250 | 0.00250 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| SOCIETE GENERALE | |||||||
| 0 | 0 | 0 | 1 | 28.000000000000 | 1 | 0 | 1 |
| SEE SCHEDULE 0 | |||||||
| 0 | 1 | 1 | 1 | 15.700000000000 | 1 | 0 | 1 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| CRAIG COCCIA | ||||||
| SIGNING BONUS | X | $240,000 | 72000 | 0 | 1 | 1 |
| PAUL LAHAYE | ||||||
| SIGNING BONUS | X | $50,000 | 2083 | 0 | 1 | 1 |
| RICHARD ROVIN | ||||||
| SIGNING BONUS | X | $227,000 | 68100 | 0 | 1 | 1 |
| ANDREW JAHODA | ||||||
| SIGNING BONUS | X | $50,000 | 1389 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 143572 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CINDY MASSIE | |||
| FAMILY MEMBER OF CURRENT BOARD CHAIRMAN, TIMOTHY J LARSON | 49084 | EMPLOYMENT | 0 |
| MICHAEL WORDEN | |||
| FAMILY MEMBER OF CURRENT OFFICER, JERRY L WORDEN | 149276 | EMPLOYMENT | 0 |
| LIZABETH BOE | |||
| FAMILY MEMBER OF KEY EMPLOYEE, DENNIS D BOE | 46529 | EMPLOYMENT | 0 |
| DRESSLER MECHANICAL INC | |||
| OWNED BY CURRENT BOARD MEMBER, MICHAEL L VONCK | 55409 | MECHANICAL SERVICES | 0 |
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | ONCE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY THE VP OF FINANCE, THE CFO, AND THE CEO. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE. A COPY OF THE COMPLETED TAX RETURN IS PRESENTED TO THE BOARD OF DIRECTORS BEFORE FILING. |
| Form 990, Part VI, Section B, line 12c | EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. COLLEAGUES ARE REMINDED AT THEIR ANNUAL EVALUATIONS TO ABIDE BY THE CODE OF CONDUCT. THEY ALSO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. |
| Form 990, Part VI, Section B, line 15 | TO DETERMINE EXECUTIVE COMPENSATION FOR THE CEO, VICE PRESIDENTS, AND OFFICERS OF THE CORPORATION, THE ORGANIZATION USES AN INDEPENDENT CONSULTANT TO CONDUCT SALARY SURVEYS OF THE HEALTH CARE MARKET. THE INDEPENDENT CONSULTANT REVIEWS FINDINGS AND MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE OF THE BOARD. |
| Form 990, Part VI, Section C, line 19 | NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. |
| SCHEDULE K, PART II, LINE 5, COLUMN B, ISSUANCE COSTS: ISSUANCE COSTS: $484,965, CREDIT ENHANCEMENT FEE: $995,420 | |
| SCHEDULE K, PART IV, LINE 3B, COLUMN B, NAME OF HEDGE PROVIDER: DEUTSCH BANK (SWAP), JP MORGAN (RATE LOCK AGREEMENT TERMINATED ON 8/23/06 ISSUE DATE) | |
| SCHEDULE K, PART IV, LINE 3C, COLUMN B, TERM OF HEDGE: 15.8 YEARS (SWAP), 13.1 YEARS (RATE LOCK AGREEMET TERMINATED ON 8/23/06 ISSUE DATE) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTSON MANAGEMENT GROUP LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W MAGNETIC ST | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300136373 | EIN |
| Primary Activities | LANDHOLDING | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 127023 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| RAMPART EMERGENCY MEDICAL SERVICES INC | |||||||||
| 828 SHERIDAN ROAD | ESCANABA | MI | 49829 | 382413139 | EMERGENCY MEDICAL SERVICES | MI | 501(C)(3) | 9 | N/A |
| MARQUETTE GENERAL FOUNDATION | |||||||||
| 420 W MAGNETIC ST | MARQUETTE | MI | 49855 | 203615349 | FUNDRAISING FOR MARQUETTE GENERAL HOSPITAL | MI | 501(C)(3) | 11A TYPE I | N/A |
| UPPER PENINSULA HEALTH PLAN INC | |||||||||
| 228 W WASHINGTON ST | MARQUETTE | MI | 49855 | 383379956 | MEDICAID HMO | MI | 501(C)(4) | N/A | N/A |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER PENINSULA MANAGED CARE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 W WASHINGTON ST | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383323620 | EIN |
| Primary Activity | MANAGEMENT COMPANY OF UP HEALTH PLAN | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 1384609 | ShareOfTotalIncome |
| Share Of EOY Assets | 2103582 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ICE LAKE MEDICAL ARTS BUILDING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W MAGNETIC ST | AddressLine1 |
| City | MARQUETTE | City |
| State | MI | State |
| ZIP Code | 49855 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382206384 | EIN |
| Primary Activity | LEASING OF BUILDING SPACE | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 541 | ShareOfTotalIncome |
| Share Of EOY Assets | 61866 | ShareOfEOYAssets |
| Percentage Ownership | 0.66670 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MARQUETTE GENERAL FOUNDATION | |
| C | 532901 |
| MARQUETTE GENERAL FOUNDATION | |
| K | 551400 |
| MARQUETTE GENERAL FOUNDATION | |
| M | 148272 |
| RAMPART EMERGENCY MEDICAL SERVICES INC | |
| P | 578995 |
| UPPER PENINSULA MANAGED CARE LLC | |
| R | 3447275 |
| UPPER PENINSULA HEALTH PLAN INC | |
| 0 | |