2022-11-07T15:50:08-06:00 2021-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-01-01 382418383 BRONSON HEALTHCARE GROUP BRON 2693416000 601 JOHN STREET KALAMAZOO MI 49007 REBECCA EAST SENIOR VP/CFO 2693416000 2022-11-01 1 REBECCA EAST 999009999 DAVID LOWENTHAL P00378651 3122071040 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BILL MANNS 601 JOHN STREET KALAMAZOO MI 49007 330323510 0 X BRONSONHEALTH.ORG X 1982 MI TOGETHER, WE ADVANCE THE HEALTH OF OUR COMMUNITIES. 20 12 1664 0 5641201 389501 16903995 0 243989662 318031123 4445924 7713991 5518354 4578142 270857935 330323256 3984616 1241108 0 0 192040503 250528348 304540 272975 272975 61415219 69365859 257744878 321408290 13113057 8914966 333347703 337293600 274801143 235793083 58546560 101500517 TOGETHER, WE ADVANCE THE HEALTH OF OUR COMMUNITIES. 0 0 244396666 311638583 BRONSON HEALTHCARE GROUP (BHG) PROVIDES SUPPORT SERVICES TO ITS SUBSIDIARIES. THE SUBSIDIARIES ARE ACTIVELY INVOLVED IN THE DELIVERY OF HEALTHCARE SERVICES AND PROVIDE SUBSTANTIAL BENEFITS TO THE COMMUNITIES THEY SERVE. 1241108 1241108 BRONSON HEALTHCARE GROUP (BHG) DONATES MONEY TO NOT FOR PROFIT COMPANIES IN THE COMMUNITY THAT PROMOTE HEALTH IN THE COMMUNITY. THESE COMPANIES PROMOTE HEALTH IN THE COMMUNITIES BY INVESTING IN THE ARTS AND HELPING THE INDIGENT AND IMPOVERISHED IN SOUTHWEST MICHIGAN. 0 BRONSON HEALTHCARE GROUP (BHG) PROVIDES ACCESS TO EPIC TO OTHER HEALTHCARE PROVIDERS IN THE COMMUNITY TO PROMOTE USE OF ELECTRONIC HEALTH RECORDS. 245637774 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 280 0 1 1664 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X REBECCA EAST SENIOR VPCFO 2693417654 301 JOHN STREET KALAMAZOO MI 49007 X MANNS BILL PRESIDENT AND CEO 4.60 35.40 X X 1582613 0 484548 EAST REBECCA L SR VP CFO BHG 4.60 35.40 X 805758 0 229727 LARSON SCOTT MD SR VP MEDICAL AFFAIRS/CMO 4.60 35.40 X 810039 0 199673 FALAHEE JAMES SR VP LEGAL & LEG. AFFAIRS 4.60 35.40 X 739991 0 207140 KARAMCHANDANI MAHESH C MD DIRECTOR 4.60 35.40 X 0 736875 26214 GOEL ASHUTOSH SR VP IT AND CIO 4.60 35.40 X 572011 0 145104 ARNAN MARTINSON VASCULAR NEUROLOGY 40.00 0.00 X 553611 0 123840 NEELY DENISE SR. VP COO 4.60 35.40 X 510057 0 128793 REINOEHL SUSAN SR VP STRATEGY & COMM BHG 4.60 35.40 X 489448 0 144000 WAY MICHAEL S SR VP MAT. MGT. & FACILITY 4.60 35.40 X 458119 0 147956 DAVIDSON SCOTT DIRECTOR 4.60 35.40 X 0 551401 35583 CHALASANI SRIDHAR MD DIRECTOR 4.60 35.40 X 0 506757 31228 KNAPP CHERYL SR VP CHIEF QUALITY OFFICER 40.00 0.00 X 389694 0 109982 BARBER LAUREL VICE PRESIDENT 40.00 0.00 X 358242 0 88467 BENNETT TODD DIRECTOR CLINICAL INFORMATION 40.00 0.00 X 379578 0 40122 HORN RYAN VP REVENUE CYCLE 40.00 0.00 X 315272 0 69104 ROMENCE NICOLE ASSISTANT VP, HUMAN RESOURCES 40.00 0.00 X 343881 0 26220 SANGALLI-DAVIS CHRISTINE VP CHIEF COMPLIANCE OFFICE 4.60 35.40 X 275522 0 73157 JOHNSON CHERYL SR VP CHIEF PEOPLE OFFICER 4.60 35.40 X 207354 0 132796 BUECHELE KENNETH VICE PRESIDENT 40.00 0.00 X 317795 0 19416 HAYDEN JOHN SR VP CHIEF HR OFFICER - FORMER 4.60 35.40 X 251608 0 11943 GIBSON SCOTT MD DIRECTOR 1.00 8.00 X 0 8498 0 EBERTS RANDALL PHD VICE CHAIR 1.00 8.00 X X 1284 0 0 JAMES BARBARA TREASURER 1.00 8.00 X X 1284 0 0 GREENE JAMES E DIRECTOR 1.00 8.00 X 1284 0 0 KARRE NELSON CHAIR 1.00 8.00 X X 0 0 0 NYBERG NEIL SECRETARY 1.00 8.00 X X 0 0 0 ALLEN RICHARD DIRECTOR 1.00 8.00 X 0 0 0 ATKINSON MARK B MD DIRECTOR 1.00 8.00 X 0 0 0 FINK KATY DIRECTOR 1.00 8.00 X 0 0 0 GONZALEZ JORGE PHD DIRECTOR 1.00 8.00 X 1284 0 0 HUNT BRENDA DIRECTOR 1.00 8.00 X 0 0 0 JOHNSTON WILLIAM DIRECTOR 1.00 8.00 X 0 0 0 LIGGENS JAMES JR DIRECTOR 1.00 8.00 X 1284 0 0 LINS STEVEN J MD DIRECTOR 1.00 8.00 X 0 0 0 MONTGOMERY TABRON LA JUNE DIRECTOR 1.00 8.00 X 0 0 0 ODAR MICHAEL DIRECTOR 1.00 8.00 X 0 0 0 PARFET DONALD DIRECTOR 1.00 8.00 X 0 0 0 9367013 1803531 2475013 174 1 1 0 MILLER JOHNSON ATTORNEYS AND COUNSELORS PO BOX 306 BATTLE CREEK MI 49016 LEGAL 4636526 AUTOMATED BENEFITS SERVICES INC 800 TOWER DRIVE TROY MI 48098 BENEFITS ADMINISTRATION 1473564 CHANGE HEALTHCARE PO BOX 98347 CHICAGO IL 60693 CONSULTING 1183267 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DRIVE KALAMAZOO MI 49002 AUDIT AND CONSULTING 741445 WILLIS TOWERS WATSON 800 N GLEBE ROAD ARLINGTON VA 22203 INSURANCE & RISK CONSULTING 689104 35 MANAGEMENT SRVCS REVENUE 561000 318031123 312389922 5641201 318031123 7714245 7714245 254 -254 -254 -254 OUTSIDE SERVICE REVENUE 900099 2065635 2065635 PGIP REVENUE 900099 2033920 2033920 CLASS INSTRUCTION 900099 136703 136703 341884 341884 4578142 330323256 316625926 5641201 8056129 1241108 1241108 13605223 13605223 91693244 65706058 25987186 14451646 11999729 2451917 123941979 115966357 7975622 6836256 4482896 2353360 1606455 29578 1576877 389847 389847 272975 272975 8981590 4892735 4088855 2285068 1482295 802773 3895378 3248412 646966 18593787 17407115 1186672 3025746 1992885 1032861 190919 149312 41607 48674 11703 36971 3690701 1965154 1725547 6347429 5653231 694198 17213787 7905666 9308121 DUES/SUBSCRIPTIONS 4094664 1274746 2819918 MEDICAL SUPPLY 158026 18600 139426 SPECIAL EVENTS/PROJECTS 148920 82589 66331 UBI TAX 81795 81795 -1386927 45810 -1432737 321408290 245637774 75497541 272975 99570 172259 788724 830147 17360826 12910233 7757193 2695818 98424770 78561190 21403870 19863580 95889873 109858264 189215353 190992137 832294 -28838 333347703 337293600 76115868 90795981 292666 186028 92374334 91169270 106018275 53641804 274801143 235793083 X 58546560 101500517 58546560 101500517 333347703 337293600 X 8914966 2103324 31935667 X 0 1 X 1 1 1 X X 8 BRONSON METHODIST HOSPITAL 381359087 3 1 0 0 BRONSON LAKEVIEW HOSPITAL 381359218 3 1 0 0 BRONSON NURSING & REHAB CENTER 382842451 10 1 0 0 BRONSON HEALTH FOUNDATION 382415081 7 1 400000 0 VBEMS 382745910 10 1 0 0 BRONSON BATTLE CREEK HOSPITAL 382776791 3 1 0 0 BRONSON AT HOME 383298476 10 1 1000000 0 BRONSON SOUTH HAVEN HOSPITAL 381676780 3 1 0 0 8 1400000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SECTION A, LINE 1: ALL SUPPORTED ORGANIZATIONS EXCEPT FOR BRONSON AT HOME ARE LISTED IN THE GOVERNING DOCUMENTS. ANY SUPPORTED ORGANIZATION NOT LISTED IS SUPPORTED BECAUSE OF THEIR CONTINUING RELATIONSHIP WITH BRONSON HEALTHCARE GROUP (BHG). SECTION E, LINE 3A: BHG IS THE SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS AND HAS RESERVED POWERS OVER THE ACTIONS OF THE SUPPORTED ORGANIZATIONS THAT INCLUDE ELECTING A MAJORITY OF THE SUPPORTED ORGANIZATIONS BOARD MEMBERS. SECTION E, LINE 3B: BRONSON HEALTHCARE GROUP IS THE SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS AND HAS RESERVED POWERS OVER THE ACTIONS OF THE SUPPORTED ORGANIZATIONS THAT INCLUDE: -ADOPTION OF ALL OPERATING AND CAPITAL BUDGETS -INCUR OPERATING OR CAPITAL EXPENDITURES WHICH CAUSE AGGREGATE OPERATING OR CAPITAL EXPENDITURES TO EXCEED BUDGETED AGGREGATES AND/OR THE DOLLAR AMOUNT SPECIFIED BY BHG. -SECURE BORROWINGS, WITH THE EXCEPTION OF EQUIPMENT LEASES AND PURCHASE MONEY SECURITY INTERESTS APPROVED AS PART OF A BUDGET. -CHANGE THE MISSION STATEMENT, PURPOSES, OR STRATEGIC GOALS OF THE HOSPITAL. -ANY SIGNIFICANT CHANGE IN THE SCOPE OF SERVICES OR PROGRAMS. -APPOINTMENT, REMOVAL, OR COMPENSATION OF THE PRESIDENT OR ANY DIRECTOR OR OFFICER. 0 0 0 0 0 0 1 14130 0 0 14130 0 PART II-B, LINE 1: EXPENSES INCURRED RELATED TO DIRECT CONTACT WITH LEGISLATURES, SEMINARS, CONVENTIONS, SPEECHES, LECTURES OR ANY OTHER MEANS. 204194 204194 11708832 7951494 3757338 12786 8068 4718 85469448 70601628 14867820 1029510 1029510 19863580 BRONSON PROPERTIES CORPORATION 52352800 C HOSPITAL NETWORK INCORPORATED 13322181 F BRONSON MANAGEMENT SERVICES CORPORATION 15187245 C BRONSON BATTLE CREEK HOSPITAL 68657482 C BRONSON AT HOME 16293819 C SURGERY CENTER OF KALAMAZOO 1286152 C KALAMAZOO ENDOSCOPY CENTER 302076 F WEST MICHIGAN AIR CARE 473453 F BRONSON METHODIST HOSPITAL 21132585 C FEDERATION CARE NETWORK -146240 F ZIEGLER LINK-AGE FUND II 569404 C INVESTMENT IN ARCH DEVELOPMENT 248680 C INVESTMENT IN BRONSON-ACADIA JV 1312500 F 190992137 POST RETIREMENT BENEFITS 25442867 MINIMUM PENSION LIABILITY 28198937 53641804 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES BRONSON HEALTHCARE GROUP PAYS INSURANCE PREMIUMS TO A FOREIGN INSURANCE COMPANY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTANT 0 0 272975 -272975 272975 -272975 MI 1 BOYS & GIRLS CLUB OF GREATER KALAMAZOO 4000 PORTAGE RD STE 201 KALAMAZOO MI 49003 381627080 501(C)(3) 35000 0 GENERAL SUPPORT GENERAL SUPPORT BRONSON HEALTH FOUNDATION 301 JOHN STREET KALAMAZOO MI 49007 382415081 501(C)(3) 759908 0 GENERAL SUPPORT GENERAL SUPPORT GILMORE FESTIVAL 359 S KALAMAZOO MALL STE 101 KALAMAZOO MI 49007 382868071 501(C)(3) 15000 0 GENERAL SUPPORT GENERAL SUPPORT JUNIOR ACHIEVEMENT 2775 W DICKMAN RD STE C BATTLE CREEK MI 49037 381348535 501(C)(3) 10000 0 GENERAL SUPPORT GENERAL SUPPORT MILESTONE SENIOR SERVICES 918 JASPER ST KALAMAZOO MI 49001 381747660 501(C)(3) 35000 0 GENERAL SUPPORT GENERAL SUPPORT SOUTHWEST MICHIGAN FIRST PO BOX 50827 KALAMAZOO MI 49005 382853785 501(C)(3) 75000 0 GENERAL SUPPORT GENERAL SUPPORT UNITED WAY OF GREATER BATTLE CREEK 709 SOUTH WESTNEDGE AVE KALAMAZOO MI 49007 381359193 501(C)(3) 260000 0 SPONSORSHIP SPONSORSHIP UNITED WAY OF SW MICHIGAN 709 SOUTH WESTNEDGE AVE KALAMAZOO MI 49007 381359193 501(C)(3) 8500 0 SPONSORSHIP SPONSORSHIP WMU SCHOOL OF MEDICINE 1000 OAKLAND DRIVE KALAMAZOO MI 49008 454135256 501(C)(3) 15000 0 SPONSORSHIP SPONSORSHIP 11 1 PART I, LINE 2: THERE IS NO FORMAL PROCEDURE. GRANTS ARE MADE BY THE ORGANIZATION ON A DISCRETIONARY BASIS FOR PURPOSES CONSISTENT WITH THE ORGANIZATION'S MISSION. GRANTS ARE UNRESTRICTED. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 MANNS BILL PRESIDENT AND CEO 923445 0 417830 0 241338 0 466704 0 17844 0 2067161 0 417830 0 EAST REBECCA L SR VP CFO BHG 513250 0 179078 0 113430 0 212437 0 17290 0 1035485 0 179078 0 LARSON SCOTT MD SR VP MEDICAL AFFAIRS/CMO 538421 0 162458 0 109160 0 185501 0 14172 0 1009712 0 162458 0 FALAHEE JAMES SR VP LEGAL & LEG. AFFAIRS 476056 0 170273 0 93662 0 193181 0 13959 0 947131 0 170273 0 KARAMCHANDANI MAHESH C MD DIRECTOR 0 629048 0 79075 0 28752 0 14400 0 11814 0 763089 0 0 GOEL ASHUTOSH SR VP IT AND CIO 445408 0 105724 0 20879 0 123296 0 21808 0 717115 0 105724 0 ARNAN MARTINSON VASCULAR NEUROLOGY 463346 0 89778 0 487 0 102000 0 21840 0 677451 0 85534 0 NEELY DENISE SR. VP COO 393510 0 91077 0 25470 0 115068 0 13725 0 638850 0 91077 0 REINOEHL SUSAN SR VP STRATEGY & COMM BHG 299726 0 109503 0 80219 0 137928 0 6072 0 633448 0 109503 0 WAY MICHAEL S SR VP MAT. MGT. & FACILITY 275326 0 103320 0 79473 0 131436 0 16520 0 606075 0 103320 0 DAVIDSON SCOTT DIRECTOR 0 459423 0 88907 0 3071 0 18675 0 16908 0 586984 0 0 CHALASANI SRIDHAR MD DIRECTOR 0 442866 0 42510 0 21381 0 14400 0 16828 0 537985 0 0 KNAPP CHERYL SR VP CHIEF QUALITY OFFICER 297252 0 70789 0 21653 0 103964 0 6018 0 499676 0 70789 0 BARBER LAUREL VICE PRESIDENT 281341 0 55760 0 21141 0 77087 0 11380 0 446709 0 55760 0 BENNETT TODD DIRECTOR CLINICAL INFORMATION 318254 0 56399 0 4925 0 18675 0 21447 0 419700 0 0 0 HORN RYAN VP REVENUE CYCLE 264958 0 48944 0 1370 0 66879 0 2225 0 384376 0 48944 0 ROMENCE NICOLE ASSISTANT VP, HUMAN RESOURCES 190423 0 113238 0 40220 0 15378 0 10842 0 370101 0 28100 0 SANGALLI-DAVIS CHRISTINE VP CHIEF COMPLIANCE OFFICE 230349 0 42368 0 2805 0 64599 0 8558 0 348679 0 42368 0 JOHNSON CHERYL SR VP CHIEF PEOPLE OFFICER 171532 0 15000 0 20822 0 125515 0 7281 0 340150 0 0 0 BUECHELE KENNETH VICE PRESIDENT 262000 0 49156 0 6639 0 18000 0 1416 0 337211 0 49156 0 HAYDEN JOHN SR VP CHIEF HR OFFICER - FORMER 13935 0 128674 0 108999 0 11504 0 439 0 263551 0 128674 0 PART I, LINE 1A THE BOARD OF DIRECTORS IS NOT DIRECTLY COMPENSATED. SPOUSAL TRAVEL AND HEALTH CLUB DUES ARE AVAILABLE FOR THE BOARD OF DIRECTORS. THOSE WHO PARTICIPATE RECEIVE A 1099 AND THE DUES ARE TREATED AS A TAXABLE FRINGE BENEFIT. PART I, LINE 3 BRONSON HEALTHCARE GROUP USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY AND/OR STUDY AND APPROVAL BY BOARD AND/OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. PART I, LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN OF A RELATED ENTITY, BRONSON HEALTHCARE GROUP, AND RECEIVED A DISTRIBUTION FROM OR A VESTED CONTRIBUTION TO THE PLAN: FALAHEE JR., JAMES B $82,956 SERP CONTRIBUTIONS LARSON, SCOTT D $91,959 SERP CONTRIBUTIONS EAST, REBECCA $93,041 SERP CONTRIBUTIONS MANNS, BILL $218,468 SERP CONTRIBUTIONS REINOEHL, SUSAN $59,276 SERP CONTRIBUTIONS WAY, MICHAEL $56,494 SERP CONTRIBUTIONS A CITY OF KALAMAZOO HOSPITAL FINANCE AUTHORITY 386004627 483233PW6 2011-11-03 5433646 SEE SUPPLEMENTAL INFO 1 0 0 B CITY OF KALAMAZOO HOSPITAL FINANCE AUTHORITY 386004627 483233NY4 2016-10-25 4633545 SEE SUPPLEMENTAL INFO 0 0 0 C MICHIGAN FINANCE AUTHORITY 800596186 59447TWP4 2019-09-11 299289464 SEE SUPPLEMENTAL INFO 0 0 0 A 2964320 5433646 104982 5328664 2011 0 0 1 1 B 75853 685000 4633545 4596091 37454 2016 0 1 1 1 C 2885000 299659464 2345213 125388779 162690971 9234501 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 1 0.13820 1 1 B 0 1 1 1 0 0.00250 0.00000 0.00250 0 1 0.01530 1 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 1 0 0 0 0 1 C 0 1 0 0 1 0 0 0 1 A 0 B 0 C 0 PART I, BOND ISSUE A, LINE (E): THE TOTAL ISSUE PRICE WAS $22,564,973. BRONSON HEALTHCARE GROUP, INC. HAS BEEN ALLOCATED $5,433,646 OF SUCH AMOUNT. THIS IS FOR ACQUISITION OF CAPITAL ASSETS OF LIFESPAN, INC. BRONSON NURSING AND REHABILITATION CENTER HAS BEEN ALLOCATED THE REMAINING $17,131,328 ON THEIR BOOKS FOR THE CONSTRUCTION, FURNISHING AND EQUIPPING OF A NEW 75,000 SQ. FOOT NURSING HOME. PART I, BOND ISSUE A, LINE (F) - DESCRIPTION OF PURPOSE: ACQUISITION OF CAPITAL ASSETS OF LIFESPAN, INC. PART I, BOND ISSUE B, LINE (F) - DESCRIPTION OF PURPOSE: PROCEEDS OF BOND ISSUE B WERE USED TO ADVANCE REFUND A PORTION OF BOND ISSUE A. PART I, BOND ISSUE C, LINE (D) AND LINE (E) BOND ISSUE C CONSISTS OF THE SERIES 2019A BONDS, THE SERIES 2019B BONDS, THE SERIES 2019C BONDS (COLLECTIVELY, THE "SERIES 2019 BONDS") AND THE SERIES 2020A BONDS. THE SERIES 2019 BONDS WERE ISSUED ON SEPTEMBER 11, 2019. THE SERIES 2020A BONDS WERE ISSUED ON FEBRUARY 18, 2020. THE SERIES 2019 BONDS AND THE SERIES 2020A BONDS WERE (I) SOLD ON THE SAME DATE, (II) PURSUANT TO THE SAME PLAN OF FINANCE, AND (III) ARE EXPECTED TO BE PAID FROM SUBSTANTIALLY THE SAME SOURCE OF FUNDS, AND THEREFORE ARE A SINGLE ISSUE FOR TAX PURPOSES PURSUANT TO TREAS. REG. SEC. 1.150-1(C)(1). THE INFORMATION REPORTED ON SCHEDULE K FOR BOND ISSUE C IS FOR THE SINGLE ISSUE COMPRISED OF THE SERIES 2019 BONDS AND THE SERIES 2020A BONDS, CONSISTENT WITH THE INFORMATION REPORTED ON FORM 8038 FOR BOND ISSUE C. PART I, BOND ISSUE C, LINE (F): PROCEEDS OF BOND ISSUE C WERE OR WILL BE USED TO: (I) PAY A PORTION OF THE COSTS OF ACQUIRING LAND, LAND IMPROVEMENTS, CERTAIN BUILDINGS, BUILDING IMPROVEMENTS AND EQUIPMENT OF THE FORMER BATTLE CREEK HEALTH SYSTEM; (II) PAY A PORTION OF THE COSTS OF TERMINATING A "QUALIFIED HEDGE," AS THAT TERM IS DEFINED IN TREAS. REG. 1.148-4(H)(2); (III) PAY RELOCATION COSTS FOR FAMILY MEDICINE PRACTICES AND INFRASTRUCTURE IMPROVEMENTS FOR AND EQUIPPING OF PHYSICAL THERAPY AND RADIOLOGY DEPARTMENTS AND THE COSTS OF RENOVATING, FURNISHING AND EQUIPPING FACILITIES FOR BRONSON LAKEVIEW HOSPITAL; (IV) PAY THE COSTS OF ACQUIRING, CONSTRUCTING AND EQUIPPING A NEW FREESTANDING LABORATORY FACILITY; (V) PAY THE COSTS OF ACQUIRING, CONSTRUCTING AND EQUIPPING A NEW CANCER PAVILION; (VI) PAY THE COSTS OF ACQUIRING, CONSTRUCTING, FURNISHING AND EQUIPPING NEW FREESTANDING MEDICAL OFFICE BUILDINGS, AND THE RENOVATION, FURNISHING AND EQUIPPING OF CERTAIN OTHER MEDICAL OFFICE BUILDINGS; (VII) PAY THE COSTS OF ELECTRICAL UPGRADES FOR PARKING AREAS; (VIII) PAY THE COSTS OF RENOVATING, IMPROVING, FURNISHING AND EQUIPPING OF HOSPITAL FACILITIES, INCLUDING THE ACQUISITION AND INSTALLATION OF CLINICAL EQUIPMENT, INFORMATION TECHNOLOGY HARDWARE AND SOFTWARE, AND FIXTURES, FURNISHINGS AND EQUIPMENT; (IX) PAY THE COSTS OF ACQUIRING, FURNISHING AND EQUIPPING A REPLACEMENT HOSPITAL ON THE BRONSON SOUTH HAVEN CAMPUS; AND (X) CURRENTLY REFUND PORTIONS OF TAX-EXEMPT BONDS ISSUED OR REISSUED ON 9/28/2010. PART II, BOND ISSUE C, LINE 3: TOTAL PROCEEDS OF BOND ISSUE C INCLUDE INVESTMENT EARNINGS IN THE AMOUNT OF $370,000. PART IV, BOND ISSUE A, LINE 2C: DATE THE REBATE COMPUTATION WAS PERFORMED: 05/15/2021. PART IV, BOND ISSUE B, LINE 2C: DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2020. PART V: WE HAVE GENERAL WRITTEN PROCEDURES THAT WE WILL COMPLY WITH ALL TAX LAWS. MARLA ATKINSON SPOUSE OF BOARD MEMBER MARK ATKINSON 285047 TOTAL COMPENSATION FOR BEING AN EMPLOYEE OF BRONSON HEALTHCARE GROUP 0 STEPHANIE NELSON SISTER-IN-LAW OF BOARD MEMBER SCOTT GIBSON 131883 TOTAL COMPENSATION FOR BEING AN EMPLOYEE OF BRONSON METHODIST HOSPITAL 0 NICOLE ATKINSON DAUGHTER OF BOARD MEMBER MARK ATKINSON 71243 TOTAL COMPENSATION FOR BEING AN EMPLOYEE OF BRONSON METHODIST HOSPITAL 0 KIMBERLY JAMES DAUGHTER OF BOARD MEMBER BARBARA JAMES 65371 TOTAL COMPENSATION FOR BEING AN EMPLOYEE OF BRONSON METHODIST HOSPITAL 0 MELISSA DAVIDSON SPOUSE OF BOARD MEMBER SCOTT DAVIDSON 45393 TOTAL COMPENSATION FOR BEING AN EMPLOYEE OF BRONSON METHODIST HOSPITAL 0 FORM 990, PART VI, SECTION A, LINE 2 STEVEN J. LINS, M.D. AND SCOTT C. GIBSON, M.D. HAVE A BUSINESS RELATIONSHIP. ALL BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP WITH ALL BRONSON SUBSIDIARIES DUE TO BEING ON BRONSON HEALTHCARE GROUP BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE SR VP/CFO & CONTROLLER REVIEWS THE 990S. THE SR VP/CFO MET WITH THE FINANCE COMMITTEE CHAIRPERSON TO REVIEW THE PREPARED FORM 990 AND SCHEDULES PRIOR TO PROVIDING A COPY TO THE FULL FINANCE COMMITTEE. THE FINANCE COMMITTEE OF THE BOARD REVIEWED THE PREPARED FORM 990S AT ITS REGULARLY SCHEDULED MEETING ON OCTOBER 24, 2022. THE REVIEW WAS LED BY THE SR VP/CFO AND PLANTE MORAN. THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY WERE PROVIDED THE PREPARED FORM 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY AND ITS ACCOMPANYING QUESTIONNAIRE ARE REVIEWED, AND REVISED, IF NECESSARY, ON AN ANNUAL BASIS BY THE ORGANIZATION'S GENERAL COUNSEL/CORPORATE COMPLIANCE OFFICER AND THE BOARDS EXECUTIVE COMMITTEE. ALL BOARD MEMBERS AND ALL EMPLOYEES HOLDING THE TITLE OF VICE PRESIDENT AND ABOVE ARE COVERED BY THE CONFLICT OF INTEREST POLICY AND ANNUALLY COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. ALL COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES ARE REVIEWED BY THE ORGANIZATION'S GENERAL COUNSEL/CORPORATE COMPLIANCE OFFICER AND THE EXECUTIVE COMMITTEE. DETERMINATIONS AS TO WHETHER A CONFLICT EXISTS ARE MADE BY THE GENERAL COUNSEL/CORPORATE COMPLIANCE OFFICER AND THE EXECUTIVE COMMITTEE. ACTUAL CONFLICTS ARE REVIEWED BY THE GENERAL COUNSEL/CORPORATE COMPLIANCE OFFICER AND THE EXECUTIVE COMMITTEE. PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODYS DELIBERATIONS AND DECISION ON THE TRANSACTION IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO, OFFICERS AND OTHER KEY EMPLOYEES, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH FUNCTIONS AS THE COMPENSATION COMMITTEE FOR BRONSON HEALTHCARE GROUP, RETAINS THE SERVICES OF AN EXTERNAL EXECUTIVE COMPENSATION CONSULTANT (SULLIVAN, COTTER AND ASSOCIATES) WHO CONDUCTS A THOROUGH COMPENSATION AND BENEFIT SURVEY PROCESS THAT IS USED TO DETERMINE THE APPROPRIATE ADJUSTMENT IN CASH COMPENSATION AND BENEFITS PROVIDED. THIS PROCESS IS DONE ANNUALLY AND WAS UNDER TAKEN IN 2021. THE CONSULTANT USES THREE TO FIVE NATIONAL HEALTHCARE-BASED SURVEYS FOR COMPARABILITY DATA, EACH ONE OF LIKE REVENUE SIZED HEALTHCARE SYSTEMS TO THE BRONSON HEALTHCARE GROUP. THE CONSULTANT PREPARES A DETAILED REPORT WITH RECOMMENDATIONS FOR PAY AND/OR BENEFIT ADJUSTMENTS, AND PRESENTS THE INFORMATION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (WHEN THE CEOS SURVEY DATA AND RECOMMENDATIONS ARE PRESENTED, THE CEO AND STAFF ARE EXCUSED FROM THE DELIBERATIONS). AFTER ALL QUESTIONS OF THE BOARD MEMBERS ARE ANSWERED, FORMAL MOTIONS ARE PROPOSED, SECONDED AND VOTED ON (FOR ANY PAY ADJUSTMENTS AND FOR RECEIPT OF THE CONSULTANT'S REPORT). AT THE SUBSEQUENT MEETING OF THE FULL BOARD OF DIRECTORS, THE CHAIR DISCLOSES THE RESULTS AND APPROVED MOTIONS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC BY POSTING THEM ON THE ORGANIZATION'S WEBSITE AND PROVIDING COPIES ON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS, OTHER THAN THE FORM 990, ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE 1A: THE BOARD OF DIRECTORS IS NOT DIRECTLY COMPENSATED. SPOUSAL TRAVEL AND HEALTH CLUB DUES ARE AVAILABLE FOR THE BOARD OF DIRECTORS. THOSE WHO PARTICIPATE RECEIVE A 1099 AND THE DUES ARE TREATED AS A TAXABLE FRINGE BENEFIT. FORM 990, PART XI, LINE 9: RETIREE HEALTH ADJUSTMENT -7,521,212. MINIMUM PENSION LIABILITY ADJUSTMENT 47,952,582. GAIN ON JOINT VENTURES -17,412. CONTRIBUTION FROM BHF -7,142,416. PENSION BENEFIT COST -12,516,735. POST-RETIREMENT BENEFIT COST 11,180,860. BRONSON NETWORK LLC 301 JOHN STREET KALAMAZOO MI 49007 364857909 SUPPORT SERVICES MI 102603 1002405 BRONSON HEALTHCARE GROUP BRONSON METHODIST HOSPITAL 601 JOHN STREET KALAMAZOO MI 49007 381359087 HOSPITAL MI 501(C)(3) LINE 3 BRONSON HEALTHCARE GROUP 1 BRONSON HEALTH FOUNDATION 601 JOHN STREET KALAMAZOO MI 49007 382415081 SUPPORTS HEALTH ORGANIZATION MI 501(C)(3) LINE 7 BRONSON HEALTHCARE GROUP 1 BRONSON COMMONS 23332 RED ARROW HWY MATTAWAN MI 49071 382842451 SKILLED NURSING FACILITY MI 501(C)(3) LINE 10 BRONSON HEALTHCARE GROUP 1 BRONSON BATTLE CREEK HOSPITAL 300 NORTH AVE BATTLE CREEK MI 49017 382776791 HOSPITAL MI 501(C)(3) LINE 3 BRONSON HEALTHCARE GROUP 1 VBEMS 39338 W RED ARROW HWY PAW PAW MI 49079 382745910 AMBULANCE SERVICES MI 501(C)(3) LINE 10 BRONSON HEALTHCARE GROUP 1 BRONSON AT HOME 601 JOHN STREET KALAMAZOO MI 49007 383298476 NURSING, HOSPICE, EQUIPMENT SALES MI 501(C)(3) LINE 10 BRONSON HEALTHCARE GROUP 1 BRONSON PROPERTIES CORP 601 JOHN STREET KALAMAZOO MI 49007 386052573 PROVIDE SUPPORT FOR HEALTHCARE SUBSIDIARIES MI 501(C)(3) LINE 12B, II BRONSON HEALTHCARE GROUP 1 BRONSON LAKEVIEW HOSPITAL 408 HAZEN ST PAW PAW MI 49079 381359218 HOSPITAL MI 501(C)(3) LINE 3 BRONSON HEALTHCARE GROUP 1 BRONSON SOUTH HAVEN HOSPITAL 955 S BAILEY AVE SOUTH HAVEN MI 49090 381676780 HOSPITAL MI 501(C)(3) LINE 3 BRONSON HEALTHCARE GROUP 1 HNI LEASING LLC 6212 AMERICAN AVE PORTAGE MI 49002 383638430 SUPPORT SERVICES MI BRONSON HEALTHCARE GROUP RELATED 0 0 0.91310 HOSPITAL NETWORK VENTURES LLC 6212 AMERICAN AVE PORTAGE MI 49003 263302979 SUPPORT SERVICES MI BRONSON HEALTHCARE GROUP RELATED 0 0 0.92600 BRONSON-ACADIA JOINT VENTURE LLC 6100 TOWER CIRCLE STE 1000 FRANKLIN TN 37067 862362291 SUPPORT SERVICES TN BRONSON HEALTHCARE GROUP RELATED 0 0 0.67820 BRONSON MANAGEMENT SERVICES CORPORATION 601 JOHN STREET KALAMAZOO MI 49007 382415032 OTHER MEDICAL SERVICES MI BRONSON HEALTHCARE GROUP C 1.00000 1 BRONSON LIFESTYLE IMPROVEMENT & RESEARCH CENTER 601 JOHN STREET KALAMAZOO MI 49007 383552556 REHABILITATION SERVICES MI BRONSON HEALTHCARE GROUP C 1.00000 1 WESTLEY DEVELOPMENT COMPANY 301 JOHN STREET KALAMAZOO MI 49007 383619232 REAL ESTATE OWNERSHIP MI BRONSON HEALTHCARE GROUP C 1.00000 1 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 BRONSON METHODIST HOSPITAL O 158604176 METHOD BASED ON ACTUAL COST BRONSON METHODIST HOSPITAL L 63732713 METHOD BASED ON ACTUAL COST BRONSON BATTLE CREEK HOSPITAL O 48249180 METHOD BASED ON ACTUAL COST BRONSON BATTLE CREEK HOSPITAL M 14090832 METHOD BASED ON ACTUAL COST BRONSON LAKEVIEW HOSPITAL O 11208304 METHOD BASED ON ACTUAL COST BRONSON SOUTH HAVEN HOSPITAL O 6809920 METHOD BASED ON ACTUAL COST BRONSON BATTLE CREEK HOSPITAL L 4890510 METHOD BASED ON ACTUAL COST BRONSON LAKEVIEW HOSPITAL L 3044431 METHOD BASED ON ACTUAL COST BRONSON AT HOME O 2777163 METHOD BASED ON ACTUAL COST BRONSON PROPERTIES CORPORATION K 2613344 METHOD BASED ON ACTUAL COST BRONSON COMMONS O 2137674 METHOD BASED ON ACTUAL COST BRONSON LAKEVIEW HOSPITAL L 1782868 METHOD BASED ON ACTUAL COST BRONSON SOUTH HAVEN HOSPITAL L 1728469 METHOD BASED ON ACTUAL COST BRONSON HEALTH FOUNDATION O 1528633 METHOD BASED ON ACTUAL COST BRONSON HEALTH FOUNDATION B 760906 CASH TRANSFER BRONSON AT HOME M 679242 METHOD BASED ON ACTUAL COST VBEMS O 631094 METHOD BASED ON ACTUAL COST BRONSON PROPERTIES CORPORATION O 616397 METHOD BASED ON ACTUAL COST BRONSON SOUTH HAVEN HOSPITAL M 584551 METHOD BASED ON ACTUAL COST BRONSON COMMONS L 513105 METHOD BASED ON ACTUAL COST BRONSON HEALTH FOUNDATION L 477265 METHOD BASED ON ACTUAL COST BRONSON HEALTH FOUNDATION L 225598 METHOD BASED ON ACTUAL COST