MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (EIN 38-1303843)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349304996
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:39:18-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381303843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE OTSEGO MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | HOSPITAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUNS | BusinessNameControlTxt |
| Phone | 9877312100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 N CENTER AVE | AddressLine1Txt |
| City | GAYLORD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL KONOPACKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9877312100 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT RICHARDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 N CENTER AVE | AddressLine1Txt |
| City | GAYLORD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $145,352,246 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MUNSONHEALTHCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EXCEPTIONAL HEALTHCARE THAT MEETS THE NEEDS OF OUR PATIENTS AND THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 771 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,184,886 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,317,412 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,877,792 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $143,509,685 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,891 | PYInvestmentIncomeAmt |
| CY Investment Income | -$53,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $564,277 | PYOtherRevenueAmt |
| CY Other Revenue | $493,006 | CYOtherRevenueAmt |
| PY Total Revenue | $129,650,846 | PYTotalRevenueAmt |
| CY Total Revenue | $145,267,011 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,208,290 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,273,166 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $125,989 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,823,193 | PYOtherExpensesAmt |
| CY Other Expenses | $77,997,975 | CYOtherExpensesAmt |
| PY Total Expenses | $125,031,483 | PYTotalExpensesAmt |
| CY Total Expenses | $130,271,141 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,619,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,995,870 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,284,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,853,882 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,093,216 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,296,244 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,191,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,557,638 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $111,447,141 | ExpenseAmt |
| Revenue | $143,551,708 | RevenueAmt |
| Desc | EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF GAYLORD, MICHIGAN AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL HAD 1,937 INPATIENT ADMISSIONS IN FISCAL YEAR 2025 AND OVER 125,900 OUTPATIENT VISITS. THE HOSPITAL SERVED MORE THAN 4,300 SURGICAL CASES, 340 OBSTETRICAL BIRTHS, AND OVER 20,100 EMERGENCY ROOM VISITS. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ACCEPTS ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL HAS APPROXIMATELY 119 ACTIVE MEDICAL STAFF AND 25 VOLUNTEERS. | Desc |
| Total Program Service Expenses | $111,447,141 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 771 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE SULAK MUNSON HEALTHCARE | PersonNm |
| Phone | 2319357792 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4230 COPPER RIDGE DR | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | |||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $2,668,995 | $253,876 | |||
| JAMES SHURLOW DO | |||||||||
| SURGEON | 39.00 | 1.00 | $1,362,545 | $1,892 | $48,297 | Yes (X) | |||
| LAURA GLENN | |||||||||
| MHC SYSTEM C | 2.00 | 40.00 | $0 | $1,029,397 | $111,766 | Yes (X) | |||
| MICHAEL VANWAGNER DO | |||||||||
| ORTHOPEDIC S | 1.00 | 39.00 | $30,872 | $929,201 | $29,957 | Yes (X) | |||
| LINDSAY HARDEN DO | |||||||||
| SURGEON | 40.00 | $869,870 | $0 | $34,554 | Yes (X) | ||||
| PAUL KONOPACKI | |||||||||
| CFO | 2.00 | 40.00 | $0 | $708,738 | $92,977 | Yes (X) | |||
| JORDAN NESTER MD | |||||||||
| ORTHOPEDIC S | 35.00 | 5.00 | $645,971 | $88,034 | $52,334 | Yes (X) | |||
| DINO RECCHIA MD | |||||||||
| DIRECTOR | 0.00 | 40.00 | Yes (X) | $0 | $715,300 | $31,094 | |||
| STACEY SENSOR DO | |||||||||
| PHYSICIAN | 40.00 | $694,898 | $0 | $49,944 | Yes (X) | ||||
| ELLEN SMITH | |||||||||
| PRESIDENT AM | 2.00 | 40.00 | $0 | $538,574 | $9,670 | Yes (X) | |||
| KATHLEEN LARAIA | |||||||||
| VP ONCOLOGY | 2.00 | 40.00 | $0 | $377,922 | $59,521 | Yes (X) | |||
| VINCENT SCHULTZ MD | |||||||||
| DIRECTOR | 0.00 | 40.00 | Yes (X) | $0 | $355,887 | $45,583 | |||
| ROBERT RICHARDSON | |||||||||
| PRESIDENT | 40.00 | $0 | $321,104 | $40,537 | Yes (X) | ||||
| CHRISTOPHER SQUIRE | |||||||||
| PRESIDENT PT | 40.00 | Yes (X) | $0 | $303,027 | $21,246 | Yes (X) | |||
| DAWN HALLECK | |||||||||
| VP PATIENT C | 40.00 | $258,510 | $0 | $45,158 | Yes (X) | ||||
| BONNIE KRUSZKA | |||||||||
| CHIEF APP & | 2.00 | 40.00 | $0 | $257,229 | $28,633 | Yes (X) | |||
| KENNETH BLOEM | |||||||||
| CHAIR | 0.00 | 12.00 | Yes (X) | $0 | $5,000 | $0 | Yes (X) | ||
| MATT BULLOCH | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| NICK CEGLAREK | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| KATHY DIXON | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| JENNIFER KING | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| KARL KLIMEK | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| RUTH HOPPE MD | |||||||||
| V CHAIR | 0.00 | 8.00 | Yes (X) | $0 | $5,000 | $0 | Yes (X) | ||
| DAVE MENGEBIER | |||||||||
| TREASURER | 0.00 | 6.00 | Yes (X) | $0 | $5,000 | $0 | Yes (X) | ||
| KIM MORLEY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | Yes (X) | ||
| TIM NELSON | |||||||||
| SECRETARY | 0.00 | 7.00 | Yes (X) | $0 | $5,000 | $0 | Yes (X) | ||
| ANDY PAGE | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| BRIAN POSTMA | |||||||||
| DIRECTOR | 0.00 | 2.00 | Yes (X) | $0 | $5,000 | $0 | |||
| OWEN ROBERTS | |||||||||
| DIRECTOR | 0.00 | 2.00 | Yes (X) | $0 | $5,000 | $0 | |||
| MARY SANDERS | |||||||||
| DIRECTOR | 0.00 | 3.00 | Yes (X) | $0 | $5,000 | $0 | |||
| KRISTINE THOMAS | |||||||||
| DIRECTOR | 0.00 | 3.00 | Yes (X) | $0 | $5,000 | $0 | |||
| TOM VERYSER | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $5,000 | $0 | |||
| ELAINE WOOD | |||||||||
| DIRECTOR | 0.00 | 6.00 | Yes (X) | $0 | $5,000 | $0 | Yes (X) | ||
| DAVID MCCURDY | |||||||||
| DIRECTOR | 0.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SAKURA TAKANO | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,862,666 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,380,300 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $955,147 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 84 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN HEALTHCARE STAFFING ASSOC | |||||
| PO BOX 670529 | DALLAS | TX | 752670529 | STAFFING | $2,824,950 |
| MARY FREE BED REHABILITATION HOSP | |||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | REHABILITATION | $2,677,151 |
| TOWER PINKSTER TITUS ASSOCIATES INC | |||||
| 242 E KALAMAZOO ACE STE 200 | KALAMAZOO | MI | 490075828 | DESIGN | $1,340,581 |
| SOUND PHYSICIANS | |||||
| PO BOX 742936 | LOS ANGELES | CA | 900742936 | MEDICAL | $766,272 |
| PIONEER GENERAL CONTRACTORS INC | |||||
| 550 KIRTLAND SW | GRAND RAPIDS | MI | 49507 | CONSTRUCTION | $524,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $614,363 | RelatedOrganizationsAmt |
| Government Grants | $703,049 | GovernmentGrantsAmt |
| Total Contributions | $1,317,412 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 621990 | $83,629,460 | $83,629,460 |
| MEDICARE/MEDICAID PAYMENTS | 621990 | $56,485,888 | $56,485,888 |
| 340B PRESCRIPTION REVENUE | 621990 | $2,677,077 | $2,677,077 |
| INCENTIVE PAYMENT | 621990 | $625,685 | $625,685 |
| RENT FROM RELATED ORGS | 531120 | $91,494 | $91,494 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $143,509,685 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,262 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $22,881 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,069 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,069 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,069 | TotalRevenueColumnAmt |
| Exclusion | $84,069 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $85,235 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$82,235 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82,235 | TotalRevenueColumnAmt |
| Exclusion | -$82,235 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CAFETERIA REVENUE | 722210 | $373,176 | $373,176 | |
| MISCELLANEOUS | 621990 | $35,761 | $35,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $408,937 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,267,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $143,551,708 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $397,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,951 | TotalAmt |
| Program Services | $304,951 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,639,632 | TotalAmt |
| Program Services | $42,587,613 | ProgramServicesAmt |
| Management And General | $52,019 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,196 | TotalAmt |
| Program Services | $1,824,956 | ProgramServicesAmt |
| Management And General | $2,240 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,883,115 | TotalAmt |
| Program Services | $4,877,161 | ProgramServicesAmt |
| Management And General | $5,954 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,618,272 | TotalAmt |
| Program Services | $2,615,097 | ProgramServicesAmt |
| Management And General | $3,175 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,136 | TotalAmt |
| Management And General | $37,136 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,494 | TotalAmt |
| Management And General | $7,494 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,811,992 | TotalAmt |
| Program Services | $13,646,000 | ProgramServicesAmt |
| Management And General | $146,502 | ManagementAndGeneralAmt |
| Fundraising | $19,490 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505 | TotalAmt |
| Program Services | $505 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,996 | TotalAmt |
| Program Services | $401,072 | ProgramServicesAmt |
| Management And General | $12,924 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,034 | TotalAmt |
| Program Services | $1,565,199 | ProgramServicesAmt |
| Management And General | $1,835 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,421 | TotalAmt |
| Program Services | $1,215,421 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,052 | TotalAmt |
| Program Services | $228,334 | ProgramServicesAmt |
| Management And General | $1,718 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,666 | TotalAmt |
| Program Services | $97,025 | ProgramServicesAmt |
| Management And General | $641 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,271 | TotalAmt |
| Program Services | $608,493 | ProgramServicesAmt |
| Management And General | $102,778 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078,020 | TotalAmt |
| Program Services | $3,488,752 | ProgramServicesAmt |
| Management And General | $589,268 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,219 | TotalAmt |
| Program Services | $410,651 | ProgramServicesAmt |
| Management And General | $103,568 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $24,954,085 | $24,954,085 | ||
| SHARED SERVICES | $17,721,192 | $17,614,693 | $106,499 | |
| BAD DEBT | $5,921,423 | $5,921,423 | ||
| QAAP TAXES | $5,615,060 | $5,615,060 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,409 | TotalAmt |
| Program Services | $1,085,343 | ProgramServicesAmt |
| Management And General | $16,066 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,271,141 | TotalAmt |
| Program Services | $111,447,141 | ProgramServicesAmt |
| Management And General | $18,698,011 | ManagementAndGeneralAmt |
| Fundraising | $125,989 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,525 | BOYAmt |
| EOY | $8,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $989,201 | BOYAmt |
| EOY | $193,831 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,935,119 | BOYAmt |
| EOY | $20,894,550 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,876 | BOYAmt |
| EOY | $2,023,839 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,664 | BOYAmt |
| EOY | $179,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,233,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,540,619 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,566,487 | BOYAmt |
| EOY | $61,692,826 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,642 | BOYAmt |
| EOY | $2,860,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,284,514 | BOYAmt |
| EOY | $87,853,882 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,635,185 | BOYAmt |
| EOY | $7,790,077 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,458,031 | BOYAmt |
| EOY | $7,506,167 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,093,216 | BOYAmt |
| EOY | $15,296,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,191,298 | BOYAmt |
| EOY | $72,557,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,191,298 | BOYAmt |
| EOY | $72,557,638 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,284,514 | BOYAmt |
| EOY | $87,853,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,995,870 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $7,370,470 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $7,494 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,494 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO VARIOUS REGIONAL OR NATIONAL ORGANIZATIONS, SUCH AS THE THE AMERICAN HOSPITAL ASSOCIATION, THE AMERICAN MEDICAL ASSOCIATION, AND THE AMERICAN OSTEOPATHIC ASSOCIATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,935,760 | OtherCostOrOtherBasisAmt |
| Book Value | $1,935,760 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,817,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,172,253 | DepreciationAmt |
| Book Value | $24,645,489 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,197,289 | OtherCostOrOtherBasisAmt |
| Depreciation | $651,868 | DepreciationAmt |
| Book Value | $545,421 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,447,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,393,498 | DepreciationAmt |
| Book Value | $10,054,272 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,834,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,000 | DepreciationAmt |
| Book Value | $24,511,884 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,692,826 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE FOR THIRD PARTY SETTLEMENTS | $6,604,970 |
| ESTIMATED THIRD PARTY SETTLEMENTS | $901,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,506,167 | TotalLiabilityAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $598,558 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $598,558 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00480 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,584,808 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,584,808 | DirectOffsettingRevenueAmt |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,183,366 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,584,808 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $598,558 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00480 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $188,488 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $188,488 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $69,889 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $791 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $69,098 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,276,239 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,222,563 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,053,676 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08090 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,456 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,456 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,541,072 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,223,354 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,317,718 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08310 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $68,724,438 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $57,808,162 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,916,276 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08790 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $480 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $480 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $960 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $960 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,440 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,440 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $5,921,423 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,616,548 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $11,419,216 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $7,904,259 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $3,514,957 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE OTSEGO MEMORIAL H | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 N CENTER AVE | AddressLine1Txt |
| City | GAYLORD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.MYOMH.ORG | WebsiteAddressTxt |
| State License | 1060000063 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | LONG TERM CARE FACILITY | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE OTSEGO MEMORIAL H | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTPS://TINYURL.COM/YSZBXMYS | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 25 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTPS://TINYURL.COM/YSZBXMYS | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTPS://TINYURL.COM/2TNSZ8PS | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTPS://TINYURL.COM/2TNSZ8PS | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTPS://TINYURL.COM/2TNSZ8PS | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 3E | YES, THESIGNIFICANT HEALTH NEEDS ARE A PRIORITIZEDDESCRIPTION OF THESIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND WEREIDENTIFIEDTHROUGH THE CHNA.THESIGNIFICANT PRIORITIZED HEALTH NEEDS OF THE COMMUNITY AREIDENTIFIEDIN THE CHNA UNDER THE KEY FINDINGS HEADING.IN THE NORTHWEST AND NORTHEAST CHIR REGIONSWHICH COVER THE PRIMARY MUNSON HEALTHCARE SERVICE AREATHE SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED IN ORDER OF PRIORITY: ACCESS TO HEALTHCARE, MENTAL HEALTH, AND ECONOMIC SECURITY. HTTPS://WWW.MUNSONHEALTHCARE.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-NEEDS- ASSESSMENT |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 5 | WE ARE FOLLOWING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP FRAMEWORK TO GUIDE OURPROCESSWHICH INCLUDESFOUR ASSESSMENTS TO GATHER INPUT.1. COMMUNITY STATUS ASSESSMENT (CSA), COLLECTS QUANTITATIVE DATA ON THE STATUS OF COMMUNITIES FROM TRUSTED LOCAL, STATE, AND NATIONAL SOURCES (SECONDARY DATA), BUT THEN MOVES BEYOND NUMERICAL OUTCOMES TO TEST THEIR ASSOCIATION WITH UPSTREAM ISSUES, INCLUDING SDOHS BY EVALUATING THE DATA NEXT TO A COMMUNITY SURVEY AND A PROVIDER SURVEY WITH OPEN-ENDED QUESTIONS AND SECONDARY DATA COLLECTED THROUGH THIS PROCESS. 2. COMMUNITY CONTEXT ASSESSMENT (CCA): A QUALITATIVE PROCESS TO UNDERSTAND COMMUNITY STRENGTHS, ASSETS, BUILT ENVIRONMENT, AND FORCES OF CHANGE THROUGH LIVED EXPERIENCE. MITHRIVE USED PHOTOVOICE, ASSET MAPPING, AND RESIDENT QUOTES TO FILL DATA GAPS AND EXPLORE CONTEXT. 3. COMMUNITY PARTNER ASSESSMENT (CPA): ENGAGES PARTNERS TO ASSESS INDIVIDUAL AND COLLECTIVE CAPACITY TO ADDRESS HEALTH INEQUITIES AND IDENTIFY ACTIONS AT SYSTEMIC AND STRUCTURAL LEVELS. MITHRIVE CONDUCTED A PARTNER SURVEY AND TWO VIRTUAL EVENTS. TO ENSURE DATA REPRESENTED THE FULL COMMUNITY, WE INVITED A DIVERSE GROUP OF COMMUNITY PARTNERS TO JOIN THE MITHRIVE STEERING COMMITTEE, DESIGN TEAM AND WORKGROUPS, AND GATHERED DATA FROM MEDICALLY UNDERSERVED, MINORITY AND LOW-INCOME POPULATIONS FOR EACH OF THE ASSESSMENTS. |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 6A | YES: IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTHCARE SYSTEMS IN THE REGION PARTICIPATED,INCLUDING MCLAREN, MYMICHIGAN HEALTH, AND COREWELL HEALTH. |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 6B | YES: IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTH DEPARTMENTS IN THE REGION PARTICIPATED,INCLUDINGGRAND TRAVERSE HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, BENZIE LEELANAU DISTRICT HEALTH DEPARTMENT, CENTRAL MICHIGAN DISTRICT HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT2, AND DISTRICT HEALTH DEPARTMENT 4. FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 7A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 10A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 11 | WEIDENTIFIEDSTRATEGIC ISSUES AS PART OF THEMITHRIVECOLLABORATIVE. STRATEGIC ISSUES ARE BROADER THAN INDIVIDUAL HEALTH CONDITIONS, AND REPRESENT UNDERLYING CHALLENGES THAT NEED TO BE ADDRESSED, WHICH WOULD LEAD TO IMPROVEMENT IN HEALTH CONDITIONS. EACH STRATEGIC ISSUE SHOULDIMPACTMORE THAN ONE HEALTH CONDITION. THE TOP THREEPRIORITYISSUES TOBEADDRESSED INCLUDE:ACHIEVE GREATER ECONOMIC SECURITY, IMPROVE BEHAVIORAL HEALTH, AND INCREASE ACCESS TO CARE. A COMPLETE LIST OF STRATEGIES PLANNED TO ADDRESS THE PRIORITIZED NEEDS MAY BE VIEWED WITHIN THE CHNA IMPLEMENTATION STRATEGY.GENERALLY, THEHOSPITAL SYSTEM IS COMMITTED TO PROVIDING RESOURCES TO SUPPORT PROGRAMMING, PARTICIPATION IN COLLABORATIVE PROJECTS, BOARDS, AND SUPPORT FOR OTHER COMMUNITY IMPROVEMENT PROJECTS RELATED TO OUR PRIORITY STRATEGIC ISSUES.IN ADDITION TO THE STRATEGIC ISSUES LISTED ABOVE, THE FOLLOWING CHALLENGES WERE ALSO UNCOVERED IN THE DATA:HOUSING, SAFETY AND WELLBEING, EDUCATION, OBESITY, BROADBAND, AND ENVIRONMENT/INFRASTRUCTURE. MUNSON RECOGNIZES THE WIDE RANGE OF HEALTH-RELATED ISSUES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS. GIVEN THE COMPLEXITY AND BREADTH OF THESE CHALLENGES, THE ORGANIZATION HAS CHOSEN TO FOCUS ITS EFFORTS ON THE HIGHEST PRIORITY NEEDS IDENTIFIED BY THE COMMUNITY. THIS TARGETED APPROACH ENABLES THE STRATEGIC ALLOCATION OF RESOURCES TO AREAS WHERE THEY CAN HAVE THE GREATEST IMPACT. SHOULD ADDITIONAL RESOURCES OR ORGANIZATIONAL CAPACITY BECOME AVAILABLE, MUNSON WILL EXPLORE OPPORTUNITIES TO EXPAND ITS INITIATIVES TO ADDRESS OTHER IDENTIFIED NEEDS. IT IS ALSO IMPORTANT TO NOTE THAT SOME ISSUESSUCH AS HOUSINGARE BEING ADDRESSED WITHIN THE CONTEXT OF BROADER STRATEGIC PRIORITIES, SUCH AS ECONOMIC SECURITY. THIS INTEGRATED APPROACH ENSURES THAT INTERCONNECTED SOCIAL DETERMINANTS OF HEALTH ARE CONSIDERED WITHIN A COMPREHENSIVE FRAMEWORK FOR COMMUNITY HEALTH IMPROVEMENT. |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 13H | PATIENTS WHOSE FAMILY INCOME EXCEEDS 400% OF THE FPG MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, AT THE SOLD DISCRETION OF MUNSON HEALTHCARE. FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 16A HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 16B HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL - PART V, LINE 16C HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 16J | IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE TO THE PATIENTS AND TO THE PUBLIC THE AVAILABILITY OF FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY. THIS WILL BE ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS; BROCHURES DISTRIBUTED TO ALL SELF-PAY PATIENTS; INFORMATION POSTED ON THE WEBSITE; STATEMENT ON BILLS; SIGNS IN THE REGISTRATION AREAS; AND CALLS MADE TO ALL SELF-PAY PATIENTS AFTER SERVICE. |
| FACILITY 1, MUNSON HEALTHCARE OTSEGO MEMORIAL H - PART V, LINE 20E | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL REVIEWS LARGE DOLLAR ACCOUNTS TO ENSURE ASSISTANCE HAS BEEN OFFERED TO PATIENTS BEFORE THE ACCOUNTS ARE TRANSFERRED TO A CREDIT AGENCY. ONCE AN ACCOUNT HAS BEEN TRANSFERRED TO A CREDIT AGENCY, THE AGENCY REVIEWS THE ACCOUNT TO SEE IF THE PATIENT WOULD BE A POSSIBLE CANDIDATE FOR FINANCIAL ASSISTANCE BEFORE FILING ANY LAWSUITS OR LIENS. MUNSON WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1.VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL; 2.DOCUMENTING THAT MUNSON HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH THE HOSPITAL'S APPLICATION REQUIREMENTS; 3.DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. THE METHOD IN WHICH MUNSON DOES THIS IS AS FOLLOWS: ALL STATEMENTS INCLUDE A STATEMENT REGARDING THE AVAILABILITY OF PAYMENT PLANS, FINANCIAL ASSISTANCE AND CHARITY CARE. MUNSON WORKS WITH THE COLLECTION AGENCIES TO IDENTIFY INDIVIDUALS THAT MAY QUALIFY FOR CHARITY. IF THEY FIND AN INDIVIDUAL, THEY MAY REFER THE PATIENT TO PATIENT ACCOUNTS FOR EVALUATION. ALL ACCOUNTS THAT ARE PATIENT-PAY RECEIVE A PHONE CALL TO MAKE THE PATIENT AWARE OF OUR FINANCIAL ASSISTANCE POLICY PRIOR TO THEM GOING TO COLLECTIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 5 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| MEDCARE CLINIC | ||||
| 1996 WALDEN DRIVE | GAYLORD | MI | 49735 | URGENT CARE |
| ORTHOPEDICS CLINIC | ||||
| 2147 PROFESSIONAL DRIVE | GAYLORD | MI | 49735 | ORTHOPEDICS AND REHABILITATION |
| MCREYNOLDS HALL | ||||
| 825 N CENTER AVENUE | GAYLORD | MI | 49735 | LONG-TERM CARE |
| CANCER & INFUSION CENTER | ||||
| 701 N OTSEGO AVENUE | GAYLORD | MI | 49735 | IV THERAPY |
| ELMIRA SPECIALTY CLINICS | ||||
| 2572 NORTH US 131 | ELMIRA | MI | 48651 | OCCUPATIONAL HEALTH AND MEDICINE |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 3C | INCOME UP TO 200% OF THE FPG = 100% DISCOUNT ON CHARGES INCOME BETWEEN 201% AND 300% FPG = 75% DISCOUNT ON CHARGES INCOME BETWEEN 301% AND 400% FPG = 65% DISCOUNT ON CHARGES FAMILY INCOME MAY INCLUDE ALL INCOME ATTRIBUTABLE TO ALL MEMBERS OF THE FAMILY IN THE RESIDENCE, OTHER THAN MINIMAL AMOUNTS EARNED BY MINORS. FAMILY INCOME INCLUDES THE FOLLOWING WHEN COMPUTING FPG: EARNINGS, UNEMPLOYMENT COMPENSATION, WORKER'S COMPENSATION, SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME, PUBLIC ASSISTANCE, VETERANS' PAYMENTS, SURVIVOR BENEFITS, PENSION OR RETIREMENT INCOME, INTEREST, DIVIDENDS, RENTS, ROYALTIES, INCOME FROM ESTATES, EDUCATIONAL ASSISTANCE, ALIMONY, CHILD SUPPORT, ASSISTANCE FROM OUTSIDE THE HOUSEHOLD, AND OTHER MISCELLANEOUS SOURCES; CASH, CHECKING AND SAVINGS BALANCES, MONEY MARKET ACCOUNTS, CERTIFICATES OF DEPOSIT, IRAS TRUSTS, INHERITANCES, ANNUITIES, SAVINGS BONDS, STOCKS, MUTUAL FUNDS, AND/OR CASH VALUE OF LIFE INSURANCE. |
| SCHEDULE H, PART I, LINE 7G | THE COSTS RELATED TO PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES TOTAL 33,002,942. THESE COSTS ARE OFFSET BY RELATED REVENUES IN COMPUTING THE NET COMMUNITY BENEFIT. |
| SCHEDULE H, PART I, LINE 7, COLUMN (F) | TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, ARE 130,271,141. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS 5,921,423. THE NET EXPENSE OF 124,349,718 WAS USED FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). |
| SCHEDULE H, PART I, LINE 7 | COST VALUES FOR LINE 7 ARE BASED ON THE COST TO CHARGE RATIO COMPUTATION OR ACTUAL CASH PAID. |
| SCHEDULE H, PART II | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL BELIEVES COMMUNITY BUILDING ACTIVITIES PROMOTE HEALTH BY ADDRESSING UNDERLYING COMMUNITY HEALTH CHALLENGES. COMMUNITY BUILDING WORK IS DONE AT THE CORPORATE LEVEL ON BEHALF OF THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE INVESTS DEEPLY IN BUILDING AND SUSTAINING REGION-WIDE COLLABORATIVES THAT TACKLE THE ROOT CAUSES OF POOR HEALTH OUTCOMES. CURRENT EFFORTS FOCUS ON THREE MAJOR INITIATIVES: 1. NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (CHIR): THE CHIR UNITES CROSS-SECTOR PARTNERS ACROSS 31 COUNTIES INCLUDING HEALTH DEPARTMENTS, BUSINESSES, RESIDENTS, AND HUMAN SERVICESTO ALIGN SYSTEMS, SET SHARED PRIORITIES, AND CO-LEAD STRATEGIES THAT TRANSFORM HEALTH AND WELLNESS IN NORTHERN MICHIGAN. THIS INTERDISCIPLINARY GROUP CONDUCTS A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND COORDINATES IMPLEMENTATION STRATEGIES TO ENSURE ALIGNMENT AND IMPACT. THE MOST RECENT CHNA WAS COMPLETED IN JUNE, WITH STRATEGIES APPROVED IN OCTOBER 2025. THIS WORK REDUCES DUPLICATION, ADDRESSES ROOT CAUSES, AND DRIVES MEASURABLE CHANGE. CHIR ALSO DEVELOPED AND SUSTAINS THE COMMUNITY CONNECTIONS MODEL, WHERE PATIENTS ARE UNIVERSALLY SCREENED IN HEALTHCARE SETTINGSINCLUDING MUNSONAND CONNECTED TO COMMUNITY HEALTH WORKERS FOR HELP WITH BASIC NEEDS. 2. BEHAVIORAL HEALTH INITIATIVE (BHI): THE BHI WAS FORMED IN RESPONSE TO THE BEHAVIORAL HEALTH CRISIS, IDENTIFIED AS A TOP PRIORITY THROUGH CHIR-LED CHNA ASSESSMENTS. THE GROUP CREATED A SHARED ROADMAP AND ACTION TEAMS, WITH MUNSON PLAYING A MAJOR ROLE. THIS COLLABORATION LED TO THE OPENING OF THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER IN FY25A MILESTONE THAT WILL TRANSFORM BEHAVIORAL HEALTH CARE IN NORTHERN MICHIGAN. BEYOND THIS, THE INITIATIVE CONTINUES TO EXPAND ACCESS THROUGH EFFORTS SUCH AS CONVENING A REGIONAL CONSORTIUM, EXPANDING A COMMUNITY SCORECARD, INTRODUCING THERAPY CORPS, AND DEVELOPING A BEHAVIORAL HEALTH RESOURCE HUB. 3. MICHIGAN REGIONS 2 & 3 PERINATAL QUALITY COLLABORATIVE (RPQC): MUNSON SERVES AS CO-LEAD AND FIDUCIARY FOR THIS COLLABORATIVE, WHICH BRINGS TOGETHER FAMILIES, BIRTH WORKERS, HEALTHCARE SYSTEMS, HOME VISITING AGENCIES, FAITH-BASED ORGANIZATIONS, NONPROFITS, AND HEALTH DEPARTMENTS. ITS MISSION: IMPROVE PREGNANCY, BIRTH, AND POSTPARTUM OUTCOMES THROUGH A SUSTAINABLE, COORDINATED NETWORK OF CARE. QUALITY IMPROVEMENT EFFORTS ARE DATA-DRIVEN AND INFORMED BY COMMUNITY LISTENING SESSIONS. RECENT INITIATIVES INCLUDE: 1. UPDATING BIRTHING CENTER PROTOCOLS TO PROMOTE CULTURALLY CONSCIOUS CARE, 2. LISTENING SESSIONS WITH UNDERSERVED GROUPS TO IMPROVE OUTCOMES FOR BIRTHING FAMILIES, 3. INTEGRATING DOULA CARE INTO HEALTHCARE SYSTEMS AND SUPPORTING DOULA MENTORSHIP, 4. INCREASING PERINATAL EDUCATION UPTAKE AND PUBLIC AWARENESS OF URGENT MATERNAL WARNING SIGNS. MUNSON ACTIVELY ADVOCATES FOR POLICIES THAT PROTECT HEALTH SERVICES, EXPAND ACCESS, AND ADDRESS ESSENTIAL NEEDS LIKE HOUSING AND SOCIAL SUPPORTS. EXAMPLES INCLUDE: SUPPORTED A STATE BUDGET THAT FULLY FUNDS MICHIGANS MEDICAID PROGRAM (SIGNED INTO LAW BY GOVERNOR WHITMER OCTOBER 2025); SUPPORTED HOUSING SOLUTIONS FOR PATIENTS AND EMPLOYEES THROUGH ENGAGEMENT WITH HOUSING NORTH AND THE HOUSING SUMMIT ALONG WITH BEING THE RECIPIENT OF STATE FUNDS THAT WILL HELP TO RECRUIT AND RETAIN HEALTHCARE WORKERS. (THROUGHOUT 2024 AND 2025); LED EFFORTS TO OPEN THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER AND EXPAND OPERATIONS TO 24/7 CARE (THROUGHOUT 2024 AND 2025); ADVOCATED FOR THE PASSAGE OF STATE LEGISLATION THAT ADDS PROTECTIONS FOR THE 340B DRUG PRICING PROGRAM FROM WHICH WE GAIN COSTSAVINGSTHAT ARE REINVESTED INTO SUPPORTING ACCESS TO CARE FOR PATIENTS; ADVOCATED FOR FEDERAL LEGISLATION THAT EXPANDS ACCESS TO HEALTHCARE THROUGH THE USE OF TELEHEALTH; SUPPORTED THE STATES APPLICATION FOR 173 MILLION IN FEDERAL RURAL HEALTH TRANSFORMATION PROGRAM FUNDS; IN ADDITION TO OVER 300,000 IN DIRECT INVESTMENTS TO NONPROFITS CLOSING CHNA GAPS, MUNSON ALIGNED SPONSORSHIPS AND EVENT PARTICIPATION WITH CHNA PRIORITIES. IN FY25, 77,000 WAS INVESTED IN ALIGNED SPONSORSHIPS AND EVENTS, INCLUDING FINANCIAL SUPPORT TO THE FOLLOWING NON-PROFIT, TAX-EXEMPT CHARITIES: MICHAELS PLACE, ROTARY CLUB, YMCA, HOUSING NORTH, OUT OF THE DARKNESS WALK, HABITAT FOR HUMANITY, MANNA FOOD PROJECT, GROW BENZIE, ARMORY YOUTH PROJECT, NORTHWEST FOOD COALITION, NORTE, BENZIE SENIOR RESOURCES, AND MORE. |
| SCHEDULE H, PART III, LINE 2 | DIRECT WRITE-OFF FROM UNPAID ACCOUNTS WHICH ARE DEEMED NO LONGER COLLECTIBLE ARE RECORDED AGAINST THE ALLOWANCE FOR BAD DEBT. AN ESTIMATE OF BAD DEBT EXPENSE IS RECORDED BASED ON 1)AN ANALYSIS OF THE DIRECT WRITE- OFFS AND 2)AN ESTIMATE OF THE AMOUNT OF BAD DEBT, NET OF DISCOUNTS, IN THE ACCOUNTS RECEIVABLE BALANCE, CONSIDERING THE PAST EXPERIENCE AND CURRENT TRENDS OF PAYMENTS ON PATIENT ACCOUNTS FOR EACH OF THE MAJOR PAYOR SOURCES OF REVENUE. |
| SCHEDULE H, PART III, LINE 3 | THE METHODOLOGY USED TO DETERMINE THE ESTIMATED AMOUNT OF CHARITY IN BAD DEBT IS AS FOLLOWS. WE DETERMINED THE APPROVAL RATE OF FINANCIAL COUNSELING BY TAKING THE VALUE OF THE ACCOUNTS THAT SUCCESSFULLY QUALIFIED FOR CHARITY (INCLUDING PRESUMPTIVE APPROVALS) AND DIVIDING THAT NUMBER BY THE ACCOUNTS THAT WERE APPROVED FOR CHARITY PLUS THE ACCOUNTS THAT WERE DENIED. THEN WE APPLIED THAT PERCENTAGE TO THE VALUE OF ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT, MULTIPLIED BY THE APPROVAL RATE FOR FINANCIAL COUNSELING. |
| SCHEDULE H, PART III, LINE 4 | SEE NOTE 2 ON PAGE 10 OF ATTACHED AUDITED FINANCIAL STATEMENTS UNDER ACCOUNTS RECEIVABLE. |
| SCHEDULE H, PART III, LINE 9B | ALL PATIENTS RECEIVING TREATMENT AT MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ARE RESPONSIBLE FOR PAYING IN FULL ALL CHARGES FOR SUCH TREATMENT, LESS ANY AMOUNTS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, DISCOUNT CONSIDERATIONS OR INSURANCE COVERAGE, PER POINT OF SERVICE COLLECTION POLICY. MUNSON HEALTHCARES INTERNAL AND EXTERNAL COLLECTION PRACTICES REFERENCED IN THE CREDIT AND COLLECTION POLICY (INCLUDING ACTIONS THE HOSPITAL MAY TAKE IN THE EVENT OF NON-PAYMENT, INCLUDING COLLECTION ACTIONS AND REPORTING TO COLLECTION AGENCIES) SHALL TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENTS GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR CHARITY FROM MUNSON HEALTHCARE (MHC), AND A PATIENTS GOOD FAITH EFFORT TO COMPLY WITH HIS/HER PAYMENT AGREEMENTS WITH MHC. FOR PATIENTS WHO QUALIFY FOR CHARITY AND WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR DISCOUNTED HOSPITAL BILLS, MHC MAY OFFER EXTENDED PAYMENT PLANS, WILL NOT SEND UNPAID BILLS TO OUTSIDE COLLECTION AGENCIES, AND WILL CEASE ALL COLLECTION EFFORTS ON ANY UNPAID BALANCES ON ACCOUNTS THAT WERE OPENED WITHIN ONE YEAR OF THE DATE THAT THE PATIENT QUALIFIED FOR CHARITY UNDER THIS POLICY. MHC WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1) VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL; 2) DOCUMENTING THAT MHC HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH THE HOSPITALS APPLICATION REQUIREMENTS; 3) DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. PATIENTS WILL BE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR A PERIOD OF AT LEAST 120 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. PATIENT BALANCES WILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE CONSIDERATION FOR AT LEAST 240 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. MEMBERS OF THE PUBLIC MAY OBTAIN THE CURRENT CREDIT AND COLLECTION POLICY FOR ANY MUNSON HEALTHCARE HOSPITAL ON THE WEBSITE, IN WRITING, AND FREE OF CHARGE BY CONTACTING MUNSON HEALTHCARE PATIENT FINANCIAL SERVICES DEPARTMENT AT 4230 COPPER RIDGE DR., TRAVERSE CITY, MI 49684 |
| SCHEDULE H, PART VI, LINE 2 | THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEMPARTICIPATEIN A COMMUNITY NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY TO MEET THE REQUIREMENTS OF IRC SEC 501(R)IN ACCORDANCE WITHTHE PLANS OF THE COMMUNITY & POPULATION HEALTH COMMITTEE OF THE BOARD. IN ADDITION, THE HOSPITAL IS A MEMBER OF THE MUNSON HEALTHCARE SYSTEM, WHICH HAS A DEDICATED BUSINESS PLANNING DEPARTMENT, WHICH USES CHNA AND OTHER IMPORTANT DATA SOURCES TO UNDERSTAND THE NEEDS OF THE SERVICE AREA, IN ADDITION TO SERVICE LINE AND DEPARTMENT- BASED ASSESSMENT AND BUSINESS PLANNING STRATEGIES. THE HOSPITAL ALSO REGULARLY SEEKS INFORMATION FROM ANDPARTICIPATESIN MITHRIVEWORKGROUPS, THE BEHAVIORAL HEALTH INITIATIVE, AND OTHER REGIONAL COLLABORATIVESTOMAINTAINCURRENT UNDERSTANDING OF COMMUNITY HEALTH NEEDS.THE HOSPITALMAINTAINSA COMMUNITY HEALTHCARE COUNCIL MADE UP OF LOCAL LEADERS ANDAREA ORGANIZATIONS WHICH PROVIDE INPUT INTO EMERGING TRENDS AND ISSUES SPECIFIC TO THEIR COMMUNITIES.FINALLY,THE HEALTHCARESYSTEMMAINTAINSASTANDINGCOMMUNITY AND POPULATION HEALTHCOMMITTEE (CHC)WHICH CONSISTS OF MUNSON HEALTHCARE BOARD MEMBERS FROMREGIONALHOSPITALS AND OTHER INTERESTED AREA PHYSICIANS AND COMMUNITY MEMBERS. THE CPHC MEETS AT LEAST QUARTERLY TO REVIEW EXISTING PROGRAMS AND SERVICES RELATED TO CURRENT COMMUNITY HEALTH NEEDS, CONSIDER THEMHCRESPONSE TO EMERGING HEALTH TRENDS,AND REVIEW NEW COMMUNITYHEALTH-BASEDCOLLABORATIONS OR PROGRAMS. |
| SCHEDULE H, PART VI, LINE 3 | IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE AND EDUCATE PATIENTS AND THE PUBLIC REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. THIS IS ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS: BROCHURES THAT DESCRIBE MUNSON HEALTHCARE'S FINANCIAL ASSISTANCE PROGRAM ARE AVAILABLE AT ALL REGISTRATION SITES. THE BROCHURE HAS CLEAR INFORMATION ON HOW TO CONTACT A FINANCIAL COUNSELOR. STATEMENT ON BILLS: STATEMENTS INCLUDE VERBIAGE THAT INSTRUCTS THE PATIENT TO CALL PATIENT FINANCIAL ASSISTANCE IF THEY NEED HELP WITH THEIR BILL. SIGNS IN THE ER REGISTRATION AREA: ADVISES THE PATIENTS THAT THEIR CARE IS NOT WITHHELD IF THEY HAVE NO INSURANCE OR MEANS TO PAY. THE MUNSON HEALTHCARE INTERNET HAS THE FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, THE PLAIN LANGUAGE SUMMARY AND THE BILLING AND COLLECTIONS POLICY AVAILABLE TO REVIEW AND PRINT. REFERRAL BY REGISTRATION STAFF: AT THE TIME OF REGISTRATION, SELF-PAY PATIENTS OR ANY PATIENT THAT MAY HAVE CONCERNS REGARDING THEIR UPCOMING ADMISSION IS REFERRED TO THE FINANCIAL COUNSELING STAFF. MUNSON HEALTHCARE FINANCIAL COUNSELORS ARE AVAILABLE TO TALK WITH PATIENTS ABOUT THEIR FINANCIAL CONCERNS. THE COUNSELORS VISIT ALL INPATIENTS THAT ARE DEEMED SELF-PAY, TO SEE IF THEY HAVE CONCERNS AND TO DETERMINE IF THEY WOULD LIKE HELP. IF THE PATIENT WOULD LIKE HELP, THE COUNSELORS GATHER INCOME INFORMATION AND SCREEN THE PATIENT FOR MEDICAID. GENERALLY, THESE TWO ACTIONS WILL DETERMINE WHAT PROGRAM THE PATIENT MIGHT QUALIFY FOR. ONCE THE COUNSELOR DETERMINES WHAT THE PATIENT MAY QUALIFY FOR, THE COUNSELOR EDUCATES THE PATIENT ON THE AVAILABLE PROGRAMS AND ASSISTS THEM WITH COMPLETING THE APPROPRIATE APPLICATIONS. THE COUNSELORS ALSO IDENTIFY ALL SELF-PAY OUTPATIENTS AND GO THROUGH THE SAME PROCESS, ONLY BY PHONE. THE GOAL IS TO TALK WITH PATIENTS PRIOR TO ADMISSION, BUT WHEN THAT IS NOT POSSIBLE, THE CALL IS MADE SOON AFTER DISCHARGE. AVAILABLE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: MEDICAID (AND ALL OF ITS SUBSETS), SOCIAL SECURITY DISABILITY, TRAVERSE HEALTH CLINIC, MUNSON HEALTHCARE FINANCIAL ASSISTANCE, AND MUNSON MEDICAL CENTER MEDS PROGRAM. MUNSON HEALTHCARE MAKES A PHONE CALL TO ALL PRIVATE-PAY PATIENTS PRIOR TO TRANSFERRING THEIR ACCOUNT TO A COLLECTION AGENCY TO INFORM THEM OF OUR FINANCIAL ASSISTANCE POLICY. |
| SCHEDULE H, PART VI, LINE 4 | DESCRIPTION MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (OTSEGO HOSPITAL) IS LOCATED IN GAYLORD, MI AND IS ONE OF NINE COMMUNITY HOSPITALS THAT MAKE UP THE MUNSON HEALTHCARE SYSTEM. THE HOSPITAL HAS AN ACTIVE MEDICAL STAFF (PRIMARY FACILITY) OF 119 AND 771 EMPLOYEES MAKING IT ONE OF THE LARGEST EMPLOYERS IN THE REGION. THE HOSPITAL SERVED MORE THAN 4,300 SURGICAL CASES, OVER 125,900 OUTPATIENT VISITS, OVER 20,100 EMERGENCY ROOM VISITS, 1,937 INPATIENT ADMISSIONS AND 340 BIRTHS IN FISCAL YEAR 2025. HOSPITAL SERVICES THIS 46-BED HOSPITAL OFFERS A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES: 24 HOUR EMERGENCY CARE SPECIALTIES INCLUDING ORTHOPEDICS, UROLOGY, CARDIOLOGY, EAR NOSE AND THROAT, CANCER SERVICES AND MORE. RADIOLOGY SERVICES WITH X-RAY, 3D MAMMOGRAPHY, MRI, ULTRASOUND AND CT. COMPREHENSIVE REHABILITATION SERVICES LONG-TERM CARE OBSTETRICS & GYNECOLOGY PHYSICIAN OFFICES LOCATED IN GAYLORD, LEWISTON & INDIAN RIVER AREA OFFER VARYING SERVICES INCLUDING PRIMARY CARE, BEHAVIORAL HEALTH, URGENT AND WALK-IN CARE AND MORE. OUTPATIENT LAB SERVICES GENERAL, ORTHOPEDIC AND OUTPATIENT SURGERY POPULATION SERVED OTSEGO HOSPITAL IS IN OTSEGO COUNTY AND ADDITIONALLY SERVES ANTRIM, CHEBOYGAN, AND MONTMORENCY COUNTIES, WITH OTSEGO COUNTY BEING THE PRIMARY. WITHIN THIS COUNTY, THE FOLLOWING DEMOGRAPHIC DATA APPLIES: OTSEGO COUNTY IS HOME TO 26,083 PEOPLE. MOST OF THE POPULATION ARE WHITE (94.9%) WITH THE LARGEST MINORITY GROUPS INCLUDING HISPANIC/LATINO (2.3%), AMERICAN INDIAN/ALASKA NATIVE (1%), AND ASIAN (0.9%). THE PROPORTION OF ADULTS OVER 65 YEARS IS 22.9% WITH PERSONS UNDER 18 YEARS MAKING UP 20.4%. 93.9% OF RESIDENTS AGE 25 YEARS+ HAVE A HIGH SCHOOL DIPLOMA WITH 25.8% HAVING A BACHELORS DEGREE OR HIGHER. MEDIAN HOUSEHOLD INCOME IS 67,285 WHICH IS BELOW THE STATE AVERAGE (71,149) AND THE UNEMPLOYMENT RATE IS 4.5%. THE PERCENT OF UNINSURED INDIVIDUALS (UNDER 65 YEARS) IS 5.1%. QUALITY MARCH 2025- THE WOMENS CHOICE AWARD FOR BEST HOSPITALS FOR EMERGENCY CARE AND MINIMALLY INVASIVE SURGERY. NOVEMBER 2024 - LEAPFROG GRADE A 2024 CMS 5-STAR HOSPITAL 2022- ACHEIVED ACCREDITATION AS A CENTER OF EXCELLENCE IN ROBOTIC SURGERY, RECOGNIZED FOR PROVIDING THE HIGHEST QUALITY OF CARE AND PATIENT SAFETY BY THE SURGICAL REVIEW CORPORATION (SRC). THE OBSTETRICS INITIATIVE (OBI) THROUGH BCBS AWARD, 4 IN THE STATE FOR NTSV C-SECTION RATE |
| SCHEDULE H, PART VI, LINE 5 | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. MUNSON REINVESTS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. THESE FUNDS ARE REINVESTED INTO OUR HOSPITALS IN THE FORM OF EMPLOYEE WAGE AND BENEFIT ENHANCEMENTS, TECHNOLOGY, AND SERVICES NEEDED TO ENSURE THE HIGHEST QUALITY CARE IS AVAILABLE IN NORTHERN MICHIGAN. THE HOSPITAL ALSO HAS AN OPEN MEDICAL STAFF WHERE PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY SUBJECT TO CREDENTIAL REVIEW AND REQUIREMENTS OF THE MEDICAL STAFF AND THE BOARD OF DIRECTORS. BEYOND THESE MEASURES, MUNSON PUTS COMMUNITY HEALTH AT THE CENTER OF WHAT THEY DO AND INVESTS HEAVILY IN COMMUNITY HEALTH PROGRAMS, PARTNERSHIPS AND INITIATIVES, INCLUDING THE FOLLOWING: MENTAL HEALTH AND SUBSTANCE USE DISORDERS: IN JANUARY, MUNSON AND NORTHERN LAKES COMMUNITY MENTAL HEALTH AUTHORITY OPENED THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER, EXPANDING FROM LIMITED HOURS TO 24/7 SERVICE. THIS CENTER DELIVERS FACE-TO-FACE CRISIS INTERVENTION, PSYCHIATRIC URGENT CARE, MOBILE RESPONSE, PEER SUPPORT, AND COMMUNITY REFERRALSTRANSFORMING BEHAVIORAL HEALTH ACCESS IN NORTHERN MICHIGAN. COMPLEMENTARY INITIATIVES INCLUDED: 1. PERINATAL LOSS SUPPORT: TRAINED 54 STAFF IN GRIEF CARE, DISTRIBUTED RESOURCES TO BIRTHING HOSPITALS, AND LAUNCHED A SUPPORT GROUP FOR FAMILIES. 2. COMMUNITY INVESTMENTS: 10,000 TO KIERSTENS RIDE FOR SUICIDE PREVENTION AND 5,000 TO LAKESHORE CHILDRENS ADVOCACY CENTER FOR FREE COUNSELING FOR CHILDREN AFFECTED BY ABUSE. 3. HIGH-TECH HIGH TOUCH (HT2): SCREENED 1,600 PRENATAL PATIENTS FOR MENTAL HEALTH AND SUBSTANCE USE NEEDS; OVER HALF ACCEPTED BRIEF INTERVENTIONS, IMPROVING MATERNAL AND INFANT OUTCOMES. 4. BEHAVIORAL HEALTH EQUITY: PARTNERED WITH THE UNIVERSITY OF MICHIGAN ON PEDIATRIC EQUITY RESEARCH AND COLLABORATED WITH SCHOOLS TO STANDARDIZE CRISIS RESPONSE LANGUAGE AND TOOLS. IN FY25, WE ADVANCED CARE FOR CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THIS INCLUDES, CONTRACTING APPLIED BEHAVIORAL ANALYSIS (ABA) SPECIALISTS TO DEVELOP FUTURE THERAPY SERVICES IN THE EMERGENCY DEPARTMENT FOR CHILDREN WITH BEHAVIORAL HEALTH NEEDS. ADDITIONAL INITIATIVES INCLUDED THE INTRODUCTION OF SENSORY TOOLS, PARTNERSHIP WITH CHILD LIFE TO REDUCE TRAUMA IN THE EMERGENCY DEPARTMENT, DEVELOPING COLOR-CODED HANDOFF SIGNAGE AND INTERVENTION PROTOCOLS TO PREVENT ESCALATION AND SHORTEN STAYS, IMPROVING EMR DATA ACCURACY FOR RACE AND ETHNICITY, AND ANALYZING ACCESS TO LACTATION CONSULTANTS FOR UNDERSERVED POPULATIONS. MUNSON CONTINUES TO ADVANCE A COMPREHENSIVE NO WRONG DOOR APPROACH TO SUBSTANCE USE DISORDER (SUD) TREATMENT, ENSURING SEAMLESS ACCESS TO CARE IN EMERGENCY, PRIMARY, AND BEHAVIORAL HEALTH SETTINGS. IN FY25, A FULL-TIME PROGRAM MANAGER WAS HIRED TO LEAD THIS WORK. THANKS TO FUNDING SUPPORT FROM MHA FOR THE HOSPITAL-BASED PEER RECOVERY COACH SERVICES EXPANSION INITIATIVE, WE ADDED THREE ADDITIONAL PRC POSITIONS AND CREATED A COORDINATOR OF PEER SERVICES ROLE, BRINGING THE TEAM TO 10 PRC ACROSS NINE CLINICS TO SUPPORT DELIVERY OF GOLD-STANDARD CARE. TO BUILD PROVIDER CAPACITY, MUNSON LAUNCHED WEEKLY CLINICIAN MENTORSHIP SESSIONS FOR BEST-PRACTICE SHARING AND COLLABORATIVE LEARNING. THE SYSTEM IS ALSO IMPLEMENTING THE SUD HEALTH HOME MODEL, INTEGRATING CARE MANAGEMENT AND PROMOTING SUSTAINABILITY THROUGH VALUE-BASED REIMBURSEMENT. ADDITIONALLY, MUNSON INTRODUCED AN EAST REGION SUD NURSE NAVIGATOR TO STRENGTHEN CARE COORDINATION. COMPLEMENTARY HARM REDUCTION EFFORTS INCLUDED INSTALLING 25 NARCAN DISTRIBUTION BINS ACROSS HOSPITALS, URGENT CARE CENTERS, AND CLINICS IN PARTNERSHIP WITH MICHIGAN HARM REDUCTION. THE ANNUAL VOICES FOR COMMUNITY HEALTH ART INITIATIVE FOCUSED ON RECOVERY, GENERATING SIGNIFICANT ENGAGEMENT AND MEDIA COVERAGEINCLUDING A MUNSON PRC FEATURED ON THE FRONT PAGE OF THE RECORD EAGLE. THESE COMBINED STRATEGIES PROTOCOL STANDARDIZATION, WORKFORCE EXPANSION, EDUCATION, PARTNERSHIPS, AND INTEGRATED CAREARE BUILDING A ROBUST, SUSTAINABLE SYSTEM FOR INDIVIDUALS WITH SUD. CHRONIC DISEASE PREVENTION AND MANAGEMENT: MUNSON PRIORITIZED CHRONIC DISEASE PREVENTION THROUGH COMMUNITY PARTNERSHIPS AND INNOVATIVE OUTREACH, INCLUDING: 1. FRUIT & VEGETABLE PRESCRIPTION PROGRAM WITH LOCAL GROCERS, FARMERS MARKETS, AND MSU EXTENSION, PROVIDING VOUCHERS AND NUTRITION EDUCATION, 2. DIRECT PATIENT OUTREACH VIA TEXT FOR CANCER SCREENINGS, WELL VISITS, AND DIABETES CARE, 3. SUPPORT FOR NONPROFITS LIKE YMCA AND MANNA FOOD PROJECT TO EXPAND ACCESS TO NUTRITIOUS FOOD AND MOVEMENT OPPORTUNITIES, 4. CULINARY MEDICINE SERIES WITH GROUNDWORK CENTER TO EQUIP PROVIDERS FOR MEANINGFUL NUTRITION CONVERSATIONS, 5. LAUNCHED AN OPT-IN, TEXT-BASED DIABETES EDUCATION PROGRAM, DELIVERING WEEKLY TIPS ON BLOOD SUGAR TESTING, MEAL PLANNING, EXERCISE, AND STRESS MANAGEMENT REDUCING BARRIERS AND INCREASING ENGAGEMENT. ACCESS TO HEALTHCARE: MUNSON HAS PRIORITIZED SEVERAL OPERATIONAL ADVANCEMENTS, LEVERAGING INNOVATION TO INTRODUCE NEW MODELS OF CARE THAT IMPROVE ACCESS ACROSS RURAL NORTHERN MICHIGAN. THIS INCLUDES: 1. CENTRALIZED CARE COORDINATION: LAUNCHED THE MUNSON TRANSFER CENTER AND A REGIONAL REFERRAL HUB, STREAMLINING PATIENT PLACEMENT AND SPECIALTY REFERRALS FOR 24 COUNTIES. THIS HUB HAS REDUCED ED DELAYS, OPTIMIZED BED USE, AND IMPROVED ACCESS TO ADVANCED SERVICES SUCH AS TRAUMA, NICU, STROKE CARE, AND ORTHOPEDICSADDRESSING A TOP CHNA PRIORITY. 2. EXPANDED PATIENT SUPPORT: THE ASK-A-NURSE LINE HANDLED 37,000 CALLS IN FY25, SAFELY REDIRECTING 26% OF POTENTIAL ER VISITS AND IMPROVING CARE COORDINATION WHILE FREEING PRIMARY CARE CAPACITY FOR SAME-DAY AND PREVENTIVE APPOINTMENTS. 3. THE MOST RECENT STRATEGIC PLANREGIONAL CARE TRANSFORMATIONPRIORITIZED AN EXPANSION OF OUTPATIENT, SPECIALTY SERVICES WHILE ELEVATING SPECIALTY SERVICES AVAILABLE AT THE MEDICAL CENTER. MUNSON RECRUITED 23 NEUROSCIENCE PROVIDERS, REDUCING WAIT TIMES FROM 123 TO 25 DAYS, AND LAUNCHED A HIGH-RISK BREAST CANCER CLINIC WITH PREDICTIVE SOFTWARECRITICAL FOR COMMUNITIES WITH SOME OF MICHIGANS HIGHEST BREAST CANCER RATES. 4. WORKFORCE STRATEGY: ADDRESSED RURAL STAFFING SHORTAGES VIA INTERNATIONAL RECRUITMENT (170 NURSES FROM THE PHILIPPINES), EXPANDED LOCAL PIPELINES (EARLY HIRE PROGRAM, RESIDENCIES), AND RETENTION INITIATIVES (NURSE RESIDENCY PROGRAM). SECURED A 500K HOUSING GRANT TO SUPPORT RELOCATION AND AFFORDABLE HOUSING, EXPECTED TO ATTRACT 4060 HIRES. 5. MATERNAL & CHILD HEALTH: THE HEALTHY FUTURES PROGRAM SERVED 1,300 FAMILIES THROUGH FREE POSTPARTUM HOME VISITS, BREASTFEEDING SUPPORT, AND EDUCATION. FY25 ADDED PRENATAL AND NEWBORN CARE CLASSES AND ADVANCED A CARE COORDINATION PORTAL LINKING HOME VISITS TO CLINICAL CARE. A BLOOD PRESSURE INITIATIVE PREVENTED LIFE-THREATENING POSTPARTUM COMPLICATIONS. 6. IMPROVING HEALTH OUTCOMES FOR NON-MAJORITY GROUPS: ANALYSIS OF PAST COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) SHOWS THAT, DESPITE PRIORITIZING NON-MAJORITY POPULATIONS, HEALTH OUTCOMES AND TRUST HAVE NOT SIGNIFICANTLY IMPROVED. TO ADDRESS THIS, ROTARY CHARITIES FUNDED A TWO-YEAR INITIATIVE IN PARTNERSHIP WITH MUNSON HEALTHCARE, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, AND THE NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (NMCHIR). WE ENGAGED AN INDIGENOUS COACH WITH A MASTERS IN ORGANIZATIONAL PSYCHOLOGY TO GUIDE US IN DEVELOPING IMPACTFUL STRATEGIES. TOGETHER, WE CONDUCTED ORGANIZATIONAL ASSESSMENTS TO ESTABLISH BASELINE UNDERSTANDING, HELD SIX LISTENING SESSIONS WITH DIVERSE NON- MAJORITY GROUPS, AND INTRODUCED CONCEPTS LIKE THE FOUR LEVELS OF LISTENING TO HELP ORGANIZATIONS SHIFT THEIR APPROACH. THESE EFFORTS HAVE SURFACED KEY THEMES AND EVIDENCE THAT WILL INFORM ACTIONABLE RECOMMENDATIONS. FUTURE WORK WILL FOCUS ON CO-DEVELOPING STRATEGIES WITH COMMUNITY PARTNERS AND IMPLEMENTING A CYCLICAL, EXPERIMENTAL PROCESS TO TEST AND REFINE APPROACHES FOR IMPROVING OUTCOMES MORE QUICKLY. HOUSING: RECOGNIZING HOUSING AS FOUNDATION TO HEALTH, MUNSON HAS MADE SIGNIFICANT INVESTMENTS TO EXPAND EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND RELATED SERVICES. THIS INCLUDES A TWO-YEAR COMMITMENT OF 75,000 ANNUALLY TO GOODWILL NORTHERN MICHIGAN, A LEADER IN ADDRESSING EMERGENCY SHELTER NEEDS AND ENDING CHRONIC HOMELESSNESS. ADDITIONAL LOCAL INVESTMENTS TARGET COMMUNITIES WITH THE HIGHEST DENSITY OF UNHOUSED INDIVIDUALS, INCLUDING A 50,000 ANNUAL COMMITMENT FOR TWO YEARS TO SAFE HARBOR TO SUPPORT ITS TRANSITION TO YEAR- ROUND OPERATIONS AND EXPAND WRAPAROUND SERVICES. MUNSON ALSO PARTNERS WITH THE CHIR COMMUNITY CONNECTIONS PROGRAM, WHICH LINKS PATIENTS TO ESSENTIAL RESOURCES SUCH AS HOUSING, FOOD, TRANSPORTATION, AND HEALTHCARE THROUGH ONE-ON-ONE SUPPORT. IN 2025, MORE THAN 2,000 PATIENTS WERE REFERRED. MUNSON CONTRIBUTES 60,000 ANNUALLY WHILE MANAGING A 150,000 MICHIGAN HEALTH ENDOWMENT FUND GRANT TO SUSTAIN AND GROW THIS WORK. TO REACH |
| SCHEDULE H, PART VI, LINE 6 | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITALS SOLE CORPORATE MEMBER IS MUNSON HEALTHCARE, A 501(C)(3) CORPORATION. THE MUNSON HEALTHCARE SYSTEM CONSISTS OF A MAJOR TERTIARY REFERRAL HOSPITAL, SEVERAL RURAL-BASED MEDICAL CENTERS, EXTENSIVE OUTPATIENT TREATMENT AND REHABILITATION FACILITIES, AND ANCILLARY EMERGENCY, TRANSPORTATION AND HOME-BASED MEDICAL SERVICES THAT COVER 24 COUNTIES IN MICHIGANS NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. THE MOST SIGNIFICANT OF THE MUNSON HEALTHCARE SUBSIDIARIES IS MUNSON MEDICAL CENTER (MMC). MMC IS ONE OF NINE NOT-FOR-PROFIT HOSPITALS WHICH ARE AFFILIATED WITH EACH OTHER AND SERVE AS THE ONLY HOSPITALS IN THEIR COMMUNITIES. EACH OF THE AFFILIATED HOSPITALS HAS INDIVIDUAL COMMUNITY HEALTH INITIATIVES AND/OR PROMOTION ACTIVITIES, AS WELL AS SHARED INITIATIVES. THE OWNED HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM WHICH INCLUDE MUNSON MEDICAL CENTER, PAUL OLIVER MEMORIAL HOSPITAL, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE GRAYLING, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, MUNSON HEALTHCARE MANISTEE HOSPITAL AND MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL PROVIDED 120.7 MILLION OF COMMUNITY BENEFIT IN THE 2024 TAX YEAR. ADDITIONALLY, MMC WORKS IN COOPERATION WITH OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM TO PROVIDE A FULL RANGE OF HEALTH SERVICES TO THE COMMUNITIES IN ITS SERVICE AREA. THE HOME HEALTH DIVISION OF MUNSON HEALTHCARE PROVIDES HOME NURSE AND AIDE SERVICES IN ADDITION TO DURABLE MEDICAL EQUIPMENT AND A PALLIATIVE CARE AND HOSPICE PROGRAM ON THE MUNSON CAMPUS. COMMUNITY BENEFIT, IN THE FORM OF CHARITY CARE AND UNREIMBURSED MEDICAID ARE PROVIDED THROUGH THIS DIVISION EACH YEAR. MUNSON MEDICAL GROUP, THE EMPLOYED PHYSICIAN ORGANIZATION IN THE SYSTEM, PROVIDED 4.1 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN TAX YEAR 2024. MMC PERFORMS THE NEEDS ASSESSMENTS FOR MUNSON HEALTHCARE. UTILIZING THIS NEEDS ASSESSMENT, MUNSON HEALTHCARE COORDINATES COMMUNITY BENEFIT PROGRAMS THROUGH PLANNING, DEVELOPING, IMPLEMENTING, EVALUATING AND FUNDING PROGRAMS THAT ADDRESS COMMUNITY NEEDS. IN TOTAL, THE MUNSON HEALTHCARE SYSTEM PROVIDED 149.8 MILLION IN CHARITY CARE AND COMMUNITY BENEFITS, INCLUDING NUMEROUS UNCOMPENSATED COMMUNITY HEALTH IMPROVEMENT SERVICES AND PROGRAMS, OUTREACH PROGRAMS, BAD DEBT, AND UNREIMBURSED MEDICARE AND MEDICAID SERVICES TO NORTHERN MICHIGAN. |
| SCHEDULE H, PART VI, LINE 7 | MICHIGAN |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN A NESS | ||||||||||||||
| DIRECTOR | $1,017,265 | $532,036 | $1,119,694 | $223,966 | $29,910 | $2,922,871 | $1,086,251 | |||||||
| JAMES SHURLOW DO | ||||||||||||||
| SURGEON | $1,873 | $19 | $31 | $1,923 | $945,143 | $394,011 | $23,391 | $17,285 | $30,981 | $1,410,811 | ||||
| LAURA GLENN | ||||||||||||||
| MHC SYSTEM COO | $627,293 | $354,753 | $47,351 | $85,536 | $26,230 | $1,141,163 | $23,351 | |||||||
| MICHAEL VANWAGNER DO | ||||||||||||||
| ORTHOPEDIC SURGEON | $685,627 | $211,836 | $31,738 | $17,112 | $12,009 | $958,322 | $30,060 | $812 | $173 | $663 | $31,708 | |||
| LINDSAY HARDEN DO | ||||||||||||||
| SURGEON | $640,724 | $205,735 | $23,411 | $15,034 | $19,520 | $904,424 | ||||||||
| PAUL KONOPACKI | ||||||||||||||
| CFO | $564,989 | $142,802 | $947 | $69,237 | $23,740 | $801,715 | ||||||||
| JORDAN NESTER MD | ||||||||||||||
| ORTHOPEDIC SURGEON | $86,270 | $1,764 | $683 | $4,022 | $92,739 | $624,171 | $21,800 | $16,601 | $31,028 | $693,600 | ||||
| DINO RECCHIA MD | ||||||||||||||
| DIRECTOR | $651,441 | $38,148 | $25,711 | $17,285 | $13,809 | $746,394 | ||||||||
| STACEY SENSOR DO | ||||||||||||||
| PHYSICIAN | $538,164 | $129,928 | $26,806 | $17,285 | $32,659 | $744,842 | ||||||||
| ELLEN SMITH | ||||||||||||||
| PRESIDENT AMB SERVIC | $320,045 | $218,529 | $6,460 | $3,210 | $548,244 | $122,177 | ||||||||
| KATHLEEN LARAIA | ||||||||||||||
| VP ONCOLOGY & PROF S | $295,038 | $74,331 | $8,553 | $33,981 | $25,540 | $437,443 | ||||||||
| VINCENT SCHULTZ MD | ||||||||||||||
| DIRECTOR | $311,935 | $28,428 | $15,524 | $17,285 | $28,298 | $401,470 | ||||||||
| ROBERT RICHARDSON | ||||||||||||||
| PRESIDENT | $266,097 | $53,244 | $1,763 | $29,477 | $11,060 | $361,641 | ||||||||
| CHRISTOPHER SQUIRE | ||||||||||||||
| PRESIDENT PT-YR | $207,778 | $94,786 | $463 | $4,270 | $16,976 | $324,273 | ||||||||
| DAWN HALLECK | ||||||||||||||
| VP PATIENT CAR SERVI | $162,152 | $35,668 | $60,690 | $19,625 | $25,533 | $303,668 | $51,497 | |||||||
| BONNIE KRUSZKA | ||||||||||||||
| CHIEF APP & COO PHYS | $241,950 | $14,760 | $519 | $26,882 | $1,751 | $285,862 | ||||||||
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | MUNSON HEALTHCARE MAINTAINS A SOCIAL MEMBERSHIP AT THE TRAVERSE CITY COUNTRY CLUB. A REQUIREMENT OF THE COUNTRY CLUB IS THAT A MEMBERSHIP BE IN AN INDIVIDUAL NAME AND NOT A CORPORATE NAME, SO EDWIN NESS IS LISTED AS THE INDIVIDUAL FOR THE MEMBERSHIP. MUNSON HEALTHCARE USES THE SOCIAL MEMBERSHIP TO CONDUCT OFF-SITE BUSINESS MEETINGS AND RETREATS. |
| SCHEDULE J, PAGE 1, PART I, LINE 3 | THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. THE MUNSON HEALTHCARE CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE ALSO REVIEWS THE SURVEY INFORMATION TO EVALUATE THE REASONABLENESS OF EXECUTIVE COMPENSATION. THAT ANALYSIS OCCURS EACH NOVEMBER. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| SCHEDULE J, PAGE 1, PART I, LINE 4 | EDWIN A. NESS 0 206,681 0 LAURA GLENN 0 68,251 0 PAUL KONOPACKI 0 57,121 0 ELLEN SMITH 94,157 0 0 KATHLEEN LARAIA 0 18,364 0 ROBERT RICHARDSON 0 16,610 0 DAWN HALLECK 0 10,700 0 BONNIE KRUSZKA 0 14,760 0 |
| SCHEDULE J, PAGE 1, PART I, LINE 7 | MUNSON HEALTHCARE EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON MEETING ORGANIZATIONAL GOALS, WHICH ARE SET IN ADVANCE AND APPROVED BY THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD. THE GOALS INCLUDE A COMBINATION OF FINANCIAL TARGETS, STRATEGIC TARGETS AND OPERATIONAL TARGETS INCLUDING QUALITY HEALTHCARE DELIVERY, DISEASE MANAGEMENT, PATIENT SATISFACTION, EMPLOYEE SAFETY, AND EMPLOYEE ENGAGEMENT. AT THE END OF EACH FISCAL YEAR, THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD IS CHARGED WITH REVIEWING AND APPROVING EXECUTIVE BONUSES BASED ON PROGRESS TOWARD MEETING ORGANIZATIONAL GOALS. |
| SCHEDULE J, PART III | PART I, LINE 4A EXECUTIVE SEVERANCE PLAN: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, A COMPETITIVE BENEFIT PACKAGE IS OFFERED TO THE PRESIDENT AND VICE-PRESIDENTS, WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR THE PRESIDENT AND VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS, WHICH PROVIDES FOR THE PRESIDENT UP TO TWO YEARS OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS AND FOR VICE-PRESIDENTS, UP TO ONE-YEAR OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS. THE PLAN PROVIDES FOR A 50% OFFSET FOR SUBSEQUENT EMPLOYMENT DURING THE SEVERANCE PERIOD. MEDICAL BENEFITS ARE PROVIDED DURING THE SEVERANCE PERIOD. PART I, LINE 4B SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENT FUNDS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2024, THE TAXABLE AMOUNT WAS 1,086,251. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2024 COMPENSATION IN COLUMN B(III) OF SCHEULE J. OF THE AMOUNT REPORTED IN THE CURRENT FORM 990 SCHEDULE J, SERP PLAN CONTRIBUTIONS IN THE AMOUNT OF 1,086,251 WERE PREVIOUSLY REPORTED AS BENEFITS IN PRIOR YEAR FORMS 990. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER HALLECK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $97,820 | TransactionAmt |
| Transaction | COMPENSATION PAID | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | 1. CHRISTOPHER HALLECK IS THE HUSBAND OF KEY EMPLOYEE DAWN HALLECK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MUNSON HEALTHCARE, AS THE SOLE MEMBER, ELECTS THE TRUSTEES FOR ALL SUBSIDIARY ENTITIES, INCLUDING MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL. THE BOARD OF TRUSTEES OF MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL CONSISTS OF THOSE INDIVIDUALS THAT ARE ELECTED OR APPOINTED TO SERVE AS THE DIRECTORS OF MUNSON HEALTHCARE. NOMINATIONS TO MUNSON HEALTHCARE ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN DECISIONS OF THE MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL (OMH) TRUSTEES ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF TRUSTEES INCLUDING THE ADOPTION, AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OR BYLAWS OF OMH; THE ADOPTION, EXECUTION, REVOCATION OR ABANDONMENT OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION, OR REORGANIZATION; THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF OMH; THE ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF OMH; THE ADOPTION OF ALL OPERATING BUDGETS AND CAPITAL EXPENDITURE BUDGETS FOR OMH; INCURRENCE OF OPERATING OR CAPITAL EXPENDITURES BY MAN WHICH CAUSE THE AGGREGATE OPERATING OR CAPITAL EXPENDITURES TO EXCEED BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT (5%) IN ANY FISCAL YEAR; INCURRENCE OF SECURED BORROWINGS OF OMH WITH THE EXCEPTION OF EQUIPMENT LEASES AND PURCHASE MONEY SECURITY INTERESTS APPROVED AS PART OF THE BUDGET; THE ADOPTION OR AMENDMENT OF THE MISSION STATEMENT, PURPOSES OR THE STRATEGIC GOALS OF OMH; CHANGE IN SCOPE OF CLINICAL SERVICES OR PROGRAMS PROVIDED BY OMH; AND APPOINTMENT OR REMOVAL OF THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF EXECUTIVE COMPENSATION AND FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE. WHEN AN ACTION ITEM IS CONSIDERED BY A BOARD WHICH INVOLVES A POTENTIAL CONFLICT BY A BOARD MEMBER, THE CONFLICT IS DISCLOSED AND A BOARD MEMBER WILL ABSTAIN FROM A VOTE ON THE ACTION ITEM, AND, IN ADDITION, THE BOARD CHAIR HAS THE DISCRETION/AUTHORITY TO REQUEST THAT THE CONFLICTED BOARD MEMBER BE EXCUSED FROM THE MEETING FOR AN OPPORTUNITY FOR THE BOARD TO DISCUSS THE MATTER WITHOUT THE PRESENCE OF THE CONFLICTED BOARD MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED THROUGH THE FOLLOWING ANNUAL PROCESS: FIRST, AN INDEPENDENT FIRM IS ENGAGED TO PROVIDE COMPARABILITY DATA. THEN, THAT DATA IS REVIEWED BY TWO MUNSON HEALTHCARE COMMITTEES, EACH OF WHICH ARE COMPRISED OF INDIVIDUALS WHO ARE NOT EMPLOYEES OR OTHERWISE INSIDERS (DEFINED AS BOARD MEMBERS, PHYSICIANS & EXECUTIVES) OF THE ORGANIZATION. FIRST, THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE EVALUATES THE DATA AND DETERMINES A RECOMMENDED COMPENSATION MODEL BASED ON THE COMPARABILITY DATA. NEXT, THE BOARD CONFLICT, VALUATION AND COMPLIANCE COMMITTEE REVIEWS THE RECOMMENDATIONS AS COMPARED TO THE COMPARABILITY DATA. THIS COMMITTEE'S ROLE IS TO DETERMINE WHETHER THE PROPOSED COMPENSATION IS CONSISTENT WITH FAIR MARKET VALUE. IF PHYSICIANS ARE INCLUDED IN THE DEFINITION OF KEY EMPLOYEE, THE BOARD CONFLICT, VALUATION, AND COMPLIANCE COMMITTEE REVIEWS ALL FINANCIAL RELATIONSHIPS WITH PHYSICIANS AND COMPARES THE PROPOSED FINANCIAL ARRANGEMENT WITH COMPARABILITY DATA PRODUCED BY AN OUTSIDE, INDEPENDENT FIRM. PHYSICIAN COMPENSATION DOES NOT GO TO THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMPARABILITY DATA AS WELL AS THE MINUTES OF EACH OF THESE COMMITTEE MEETINGS ARE MAINTAINED FOR FUTURE REFERENCE. THE MHC BOARD APPROVES THE MHC CEO'S COMPENSATION. THE MHC BOARD HAS DELEGATED TO THE CVC COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE COMPENSATION ARRANGEMENTS WITH INSIDERS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES OF MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL AND MUNSON HEALTHCARE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HEALTHCARE MANISTEE HOSPITAL DOES NOT MAKE THE BYLAWS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE, PARENT CORPORATION, SUBMITS ITS ANNUAL CONSOLIDATED FINANCIAL STATEMENTS TO THE MSRB IN COMPLIANCE WITH BOND DISCLOSURE REQUIREMENTS. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR & SERVICES 4,570,825 11,662 0 LABORATORY SERVICES 1,135,580 0 0 LAUNDRY SERVICES 289,829 0 0 STAFFING SERVICES 4,238,121 0 0 OTHER PURCHASED SERVICES 138,468 0 0 CONSULTING FEES 17,397 3,914 0 PHYSICIAN FEES 2,896,978 125,926 0 INTERCOMP PURCHASED SERVICES 358,802 5,000 19,490 TOTAL 13,646,000 146,502 19,490 |
| FORM 990, PART XI, LINE 9 | EQUITY TRANSFER FROM PARENT 7,000,000 INHERENT CONTRIBUTION DEPRECIATION 370,470 TOTAL 7,370,470 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON HEALTHCARE | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382640544 | PARENT | MI | C3 | 12B | NA | false | |
| MUNSON HEALTHCARE CADILLAC | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471156297 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | MUNSON HEALTHCARE |
| MUNSON HEALTHCARE GRAYLING | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 471161992 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | MUNSON HEALTHCARE |
| MUNSON DIALYSIS CENTER | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383097861 | DIALYSIS | MI | C3 | 3 | MUNSON HC | Yes (true) | MUNSON HEALTHCARE |
| MUNSON HEALTHCARE FOUNDATIONS | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | C3 | 7 | MUNSON HC | Yes (true) | MUNSON HEALTHCARE |
| MUNSON HOME CARE | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | C3 | 10 | MUN HOME H | Yes (true) | MUNSON HOME HEALTH |
| MUNSON HOME SERVICES | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | C3 | 10 | MUN HOME H | Yes (true) | MUNSON HOME HEALTH |
| MUNSON MEDICAL CENTER | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | MUNSON HEALTHCARE |
| MUNSON MEDICAL GROUP | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 273600575 | HEALTHCARE | MI | C3 | 10 | MUNSON MED | Yes (true) | MUNSON MEDICAL CENTER |
| NORTH FLIGHT INC | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | C3 | 12B | MUNSON HC | Yes (true) | MUNSON HEALTHCARE |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381459366 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | |||||||||||
| 1465 E PARKDALE AVE | MANISTEE | MI | 496609709 | 380350304 | HOSPITAL | MI | C3 | 3 | MUNSON HC | Yes (true) | |
| PAUL OLIVER MEMORIAL HOSPITAL | |||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | HEALTHCARE | MI | C3 | 3 | MUNSON HC | Yes (true) | HEALTHCARE |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN MICHIGAN SUPPLY ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2651 AERO PARK DR | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383453378 | EIN |
| Primary Activities | PURCHASING | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MEDICAL OFFICE BUILDING CONDOMINIUM | |||||||||
| ASSOCIATION | PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383567278 | REAL ESTAT | MI | N/A | Yes (true) |
| MEDICAL OFFICE CONDOMINIUM | |||||||||
| ASSOCIATION | PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 201902620 | REAL ESTAT | MI | N/A | Yes (true) |
| MUNSON SERVICES INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383144382 | PHARMACY | MI | N/A | Yes (true) | |
| SIXTH STREET DRUGS INC | |||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382298290 | PHARMACY | MI | N/A | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (31 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MUNSON HEALTHCARE | ||
| C | $7,000,000 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| M | $16,899,200 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| O | $482,912 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| P | $10,755,872 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE | ||
| Q | $298,705 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE FOUNDATIONS | ||
| C | $614,363 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE FOUNDATIONS | ||
| M | $125,989 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| O | $144,803 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| P | $2,313,716 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE GRAYLING | ||
| Q | $1,254,866 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| O | $32,035,939 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| P | $25,945,211 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL CENTER | ||
| Q | $24,524,922 | ACTUAL AMOUNT PAID |
| MUNSON MEDICAL GROUP | ||
| A | $91,494 | LEASE CONTRACT AMOUNT |
| MUNSON MEDICAL GROUP | ||
| O | $417,408 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| M | $715,493 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| Q | $268,339 | ACTUAL AMOUNT PAID |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| P | $3,448,942 | ACTUAL AMOUNT PAID |
| MUNSON SERVICES INC | ||
| Q | $712,552 | ACTUAL AMOUNT PAID |
| MUNSON SERVICES INC | ||
| P | $68,482 | ACTUAL AMOUNT PAID |
| SIXTH STREET DRUGS INC | ||
| Q | $305,595 | ACTUAL AMOUNT PAID |
| SIXTH STREET DRUGS INC | ||
| P | $99,911 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| O | $74,609 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| Q | $204,875 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE MANISTEE HOSPITAL | ||
| P | $254,415 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| O | $67,032 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| Q | $7,107,011 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CADILLAC | ||
| P | $7,059,902 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| O | $82,613 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| Q | $1,206,603 | ACTUAL AMOUNT PAID |
| MUNSON HEALTHCARE CHARLEVOIX HOSPIT | ||
| P | $1,185,960 | ACTUAL AMOUNT PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL 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. | ExplanationTxt |