COREWELL HEALTH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 82-2784244)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349331620
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T20:46:53-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WOODWARD SUITE 700 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822784244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAUMONT MEDICAL GROUP - SPECIALTY | BusinessNameLine1Txt |
| Business Name Line2 | SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAU | BusinessNameControlTxt |
| Phone | 6163912022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26901 BEAUMONT BLVD | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PEETZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6163912022 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | PEETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA JANISCH | PreparerPersonNm |
| PTIN | P00741382 | PTIN |
| Phone | 3133963000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAOLO MARCIANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26901 BEAUMONT BLVD | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $131,140,763 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BEAUMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL SERVICES THAT MEET THE NEEDS IN THE COMMUNITY FOR SPECIALTY CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,893,803 | PYContributionsGrantsAmt |
| CY Contributions Grants | $246,668 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $106,899,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,894,095 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $108,793,103 | PYTotalRevenueAmt |
| CY Total Revenue | $131,140,763 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,570,984 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,135,079 | PYOtherExpensesAmt |
| CY Other Expenses | $131,052,118 | CYOtherExpensesAmt |
| PY Total Expenses | $112,706,063 | PYTotalExpensesAmt |
| CY Total Expenses | $131,052,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,912,960 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $88,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES CONSISTS OF PHYSICIANS WHO PROVIDE PATIENT CARE TO PATIENTS IN OFFICE SETTINGS AND IN THE HOSPITAL SETTING SUCH AS OPERATING ROOMS AND INTENSIVE CARE UNITS. UTILIZING TRAINING AND EXPERTISE IN A SPECIALIZED AREA OF MEDICINE THEY DIAGNOSE DISEASES AND OTHER MEDICAL ISSUES AND WHEN APPROPRIATE, PERFORM TREATMENT TO IMPROVE THE PATIENT'S MEDICAL CONDITION. THEY PERFORM FOLLOW-UP CARE AND COMMUNICATE WITH THE PATIENT'S PRIMARY CARE PHYSICIAN AS PART OF THEIR OVERALL HEALTH PROGRAM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $131,052,118 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $130,894,095 | RevenueAmt |
| Desc | BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES CONSISTS OF PHYSICIANS WHO PROVIDE PATIENT CARE TO PATIENTS IN OFFICE SETTINGS AND IN THE HOSPITAL SETTING SUCH AS OPERATING ROOMS AND INTENSIVE CARE UNITS. UTILIZING TRAINING AND EXPERTISE IN A SPECIALIZED AREA OF MEDICINE THEY DIAGNOSE DISEASES AND OTHER MEDICAL ISSUES AND WHEN APPROPRIATE, PERFORM TREATMENT TO IMPROVE THE PATIENT'S MEDICAL CONDITION. THEY PERFORM FOLLOW-UP CARE AND COMMUNICATE WITH THE PATIENT'S PRIMARY CARE PHYSICIAN AS PART OF THEIR OVERALL HEALTH PROGRAM. | Desc |
| Total Program Service Expenses | $131,052,118 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHI WILLFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9475221916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26901 BEAUMONT BLVD | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CAROLYN WILSON | ||||||||
| SECRETARY (END 10/21) | 1.00 | 32.00 | Yes (X) | Yes (X) | $0 | $6,065,471 | $485,613 | |
| DAVID WOOD MD | ||||||||
| PRESIDENT (END 10/21) | 1.00 | 50.00 | Yes (X) | Yes (X) | $0 | $4,468,665 | $397,959 | |
| DAVID CLAEYS | ||||||||
| SECRETARY (EFF 10/21) | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $790,595 | $363,380 | |
| JAMES LYNCH | ||||||||
| DIRECTOR | 2.00 | 48.00 | Yes (X) | $0 | $722,071 | $304,940 | ||
| DIANE ROTH | ||||||||
| TREASURER (EFF 10/21) | 1.00 | 30.00 | Yes (X) | Yes (X) | $0 | $524,858 | $203,481 | |
| JOHN KERNDL | ||||||||
| TREASURER (END 10/21) | 1.00 | 29.00 | Yes (X) | Yes (X) | $0 | $538,804 | $25,364 | |
| PAOLO MARCIANO MD | ||||||||
| PRESIDENT (EFF 10/21) | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $256,857 | $10,415 | |
| DANIEL FRATTARELLI MD | ||||||||
| PRESIDENT, BMG | 20.00 | 40.00 | $0 | $693,850 | $217,985 | Yes (X) | ||
| JONATHAN MANER | ||||||||
| SVP BH PHYS., EXEC. DIR. - BMG | 20.00 | 40.00 | $0 | $496,971 | $177,745 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,558,142 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,186,882 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $246,668 | GovernmentGrantsAmt |
| Total Contributions | $246,668 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTPATIENT ANCILLARY | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $130,894,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,894,095 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,894,095 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,140,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,894,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,086,134 | TotalAmt |
| Program Services | $3,086,134 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,241 | TotalAmt |
| Program Services | $4,241 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,643 | TotalAmt |
| Program Services | $16,643 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ALLOCATED SALARIES AND | $127,903,212 | $127,903,212 |
| DUES MEMBERSHIPS & LIC | $12,969 | $12,969 |
| MEDICAL SUPPLIES | $10,968 | $10,968 |
| SMALL EQUIPMENT | $8,695 | $8,695 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,256 | TotalAmt |
| Program Services | $9,256 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,052,118 | TotalAmt |
| Program Services | $131,052,118 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $88,645 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$88,645 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,893,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $246,668 | CurrentTaxYearAmt |
| Total | $2,140,471 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,107,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,896,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,899,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,894,095 | CurrentTaxYearAmt |
| Total | $395,797,310 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,107,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,896,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,793,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,140,763 | CurrentTaxYearAmt |
| Total | $397,937,781 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $397,937,781 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,107,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,896,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,793,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,140,763 | CurrentTaxYearAmt |
| Total | $397,937,781 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE TAXPAYER IS A MEMBER OF A HEALTH SYSTEM, THE PARENT OF WHICH IS BEAUMONT HEALTH. DURING THE YEAR, BEAUMONT HEALTH FOUNDATION RECEIVED FUNDS FROM OTHER ENTITIES IN THE SYSTEM, OF WHICH A PORTION IS ATTRIBUTABLE TO RESTRICTED CONTRIBUTIONS. PLEASE SEE THE FORM 990, SCHEDULE D OF BEAUMONT HEALTH FOUNDATION FOR INFORMATION REGARDING THIS ENDOWMENT FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROLYN WILSON | ||||||||||||||
| SECRETARY (END 10/21) | $0 | $698,200 | $0 | $539,144 | $0 | $4,828,127 | $0 | $464,311 | $0 | $21,302 | $0 | $6,551,084 | $0 | $324,900 |
| DAVID WOOD MD | ||||||||||||||
| PRESIDENT (END 10/21) | $0 | $570,636 | $0 | $392,284 | $0 | $3,505,745 | $0 | $374,685 | $0 | $23,274 | $0 | $4,866,624 | $0 | $236,400 |
| DAVID CLAEYS | ||||||||||||||
| SECRETARY (EFF 10/21) | $0 | $533,303 | $0 | $254,745 | $0 | $2,547 | $0 | $340,208 | $0 | $23,172 | $0 | $1,153,975 | $0 | $115,700 |
| JAMES LYNCH | ||||||||||||||
| DIRECTOR | $0 | $466,756 | $0 | $226,800 | $0 | $28,515 | $0 | $266,700 | $0 | $38,240 | $0 | $1,027,011 | $0 | $128,200 |
| DANIEL FRATTARELLI MD | ||||||||||||||
| PRESIDENT, BMG | $0 | $553,748 | $0 | $135,200 | $0 | $4,902 | $0 | $185,239 | $0 | $32,746 | $0 | $911,835 | $0 | $135,200 |
| DIANE ROTH | ||||||||||||||
| TREASURER (EFF 10/21) | $0 | $441,552 | $0 | $0 | $0 | $83,306 | $0 | $200,906 | $0 | $2,575 | $0 | $728,339 | $0 | $0 |
| JONATHAN MANER | ||||||||||||||
| SVP BH PHYS., EXEC. DIR. - BMG | $0 | $379,138 | $0 | $104,000 | $0 | $13,833 | $0 | $134,258 | $0 | $43,487 | $0 | $674,716 | $0 | $104,000 |
| JOHN KERNDL | ||||||||||||||
| TREASURER (END 10/21) | $0 | $156,738 | $0 | $380,508 | $0 | $1,558 | $0 | $14,250 | $0 | $11,114 | $0 | $564,168 | $0 | $229,300 |
| PAOLO MARCIANO MD | ||||||||||||||
| PRESIDENT (EFF 10/21) | $0 | $206,052 | $0 | $50,200 | $0 | $605 | $0 | $7,511 | $0 | $2,904 | $0 | $267,272 | $0 | $50,200 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | BEAUMONT HEALTH, THE PARENT CORPORATION AND SOLE MEMBER OF BEAUMONT MEDICAL GROUP SPECIALTY SERVICES, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S STRONG MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 7 | SCHEDULE J, PART I, LINE 7, IS ANSWERED "YES" BECAUSE CERTAIN INDIVIDUALS, WHOSE SALARY AND BENEFITS ARE PAID BY THE REPORTING ORGANIZATION OR A RELATED ORGANIZATION, RECEIVED A NONFIXED PAYMENT DURING THE YEAR. THE NON-FIXED PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. |
| PART I, LINE 4A: | THE COMPANY HAS A SEVERANCE PROGRAM UNDER WHICH DEPARTING EMPLOYEES MAY BE OFFERED SEVERANCE PAY AND BENEFITS FOR A PERIOD OF TIME FOLLOWING THEIR SEPARATION OF EMPLOYMENT. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE BENEFITS REQUIRE THE EMPLOYEE TO SIGN A SEPARATION AGREEMENT CONTAINING A RELEASE OF CLAIMS COVERING ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM THE COMPANY. SEVERANCE PAYMENTS MADE BY BEAUMONT HEALTH DURING 2021 INCLUDE PAYMENTS TO THE FOLLOWING INDIVIDUALS: CAROLYN WILSON, SEVERANCE PAYMENT: $3,834,406. DAVID WOOD, SEVERANCE PAYMENT: $2,802,521. |
| PART I, LINE 4B: | BEAUMONT HEALTH PROVIDES CERTAIN SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN OFFICERS, KEY EMPLOYEES AND PHYSICIANS. THESE BENEFITS ARE PROVIDED THROUGH A NON-QUALIFIED DEFERRED COMPENSATION PLAN, UNDER WHICH THE BENEFITS BEING EARNED ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. TO BECOME ENTITLED TO THE BENEFITS BEING PROVIDED, EACH COVERED EMPLOYEE MUST MEET SPECIFIED REQUIREMENTS RELATING TO FURTHER EMPLOYMENT. UNTIL THOSE REQUIREMENTS ARE SATISFIED, THE EMPLOYEE IS NOT ENTITLED TO THESE AMOUNTS. IF THE EMPLOYEE WERE TO HAVE TERMINATED EMPLOYMENT VOLUNTARILY IN THE YEAR TO WHICH THIS RETURN APPLIES, THOSE SUPPLEMENTAL RETIREMENT BENEFITS WOULD NOT HAVE BEEN PAID OUT. IT SHOULD BE NOTED THAT THESE SUPPLEMENTAL RETIREMENT BENEFITS ARE PART OF A RETIREMENT PROGRAM THAT PROVIDES RETIREMENT INCOME FOR ALL YEARS OF SERVICE THAT THE EMPLOYEE PROVIDES TO THE ORGANIZATION. ANY RETIREMENT BENEFITS SHOULD BE VIEWED AS APPLYING TO THE ENTIRE LENGTH OF THE EMPLOYEE'S SERVICE TO THE ORGANIZATION. THE FOLLOWING INDIVIDUAL(S) LISTED ON PART VII RECEIVED SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS DURING THE CALENDAR YEAR: CAROLYN WILSON, NON-QUALIFIED PLAN DISTRIBUTION, SERP 457(F): $969,205. DAVID WOOD, MD, NON-QUALIFIED PLAN DISTRIBUTION, SERP 457(F), $681,649. |
| PART II: | EXECUTIVE COMPENSATION AT BEAUMONT HEALTH BACKGROUND BEAUMONT HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAM ALIGNS WITH OUR STRATEGIC OBJECTIVES, WHICH CONTRIBUTE TO THE HEALTH AND WELL-BEING OF THE RESIDENTS THROUGHOUT THE COMMUNITIES WE SERVE. AS BEAUMONT LOOKS TO RETAIN TOP TALENT IN BOTH EXECUTIVE AND NON-EXECUTIVE POSITIONS ACROSS THE ORGANIZATION, SIMILAR PHILOSOPHIES ARE UTILIZED, WHICH ALIGN WITH OUR ORGANIZATIONAL VALUES OF COMPASSION, RESPECT, INTEGRITY, TEAMWORK, AND EXCELLENCE. TO SUCCESSFULLY LEAD SUCH A LARGE, COMPLEX ORGANIZATION LIKE BEAUMONT HEALTH, HIGHLY TALENTED EXECUTIVE LEADERSHIP IS ESSENTIAL. SUCCESSFUL RECRUITING, RETENTION AND MOTIVATION OF LEADERS REQUIRES NATIONALLY COMPETITIVE COMPENSATION AND BENEFITS. BEAUMONT ALSO CONSIDERS RECRUITING EXECUTIVE LEADERS WHO COULD CHOOSE POSITIONS IN INDUSTRY SECTORS OTHER THAN HEALTH CARE. BASED ON A RIGOROUS OBJECTIVE METHODOLOGY, INCLUDING REVIEW OF AN INDEPENDENT CONSULTANT'S WRITTEN REASONABLENESS ASSESSMENT OPINION AND THEIR NATIONAL MARKET DATA FROM OTHER HEALTH SYSTEMS, ASSESSMENT OF JOB RESPONSIBILITIES, EVALUATION OF QUALIFICATIONS, AND REVIEW AND APPROVAL BY A BOARD COMMITTEE COMPRISED OF INDEPENDENT AND DISINTERESTED DIRECTORS, BEAUMONT HEALTH IS CONFIDENT THAT OUR EXECUTIVES' 2021 COMPENSATION IS BOTH COMPETITIVE AND REASONABLE. PHILOSOPHY OUR EXECUTIVE COMPENSATION PROGRAMS ARE BASED ON THE FOLLOWING KEY ATTRIBUTES: - BEAUMONT PROVIDES MARKET COMPETITIVE COMPENSATION AND BENEFITS THAT ARE COMMONLY PROVIDED BY HEALTH SYSTEMS OF OUR SIZE AND COMPLEXITY. BEAUMONT EXECUTIVE COMPENSATION IS ALSO ALIGNED WITH THE PERFORMANCE OF THE ORGANIZATION. - PERFORMANCE METRICS ARE TIED TO KEY STRATEGIC OBJECTIVES - MOST OF AN EXECUTIVE'S COMPENSATION AT BEAUMONT IS DEPENDENT ON HOW THE ORGANIZATION PERFORMS ON KEY GOALS AND METRICS INCLUDING PATIENT SAFETY, QUALITY OF CARE, AND PATIENT EXPERIENCE AND SATISFACTION. AS SUCH, A SUBSTANTIAL PORTION OF AN EXECUTIVE'S INCENTIVE PAY IS 'AT-RISK' (NOT GUARANTEED) BASED ON ORGANIZATIONAL PERFORMANCE. SOME OF THE 'AT RISK' PAY IS AWARDED OVER A MULTI-YEAR PERIOD AND THERE ARE NO GUARANTEES THE ENTIRE AMOUNT WILL BE PAID. THE EXECUTIVE'S ACTUAL TAKE HOME PAY IN ANY GIVEN YEAR MIGHT BE LESS THAN THE TOTAL COMPENSATION AS REPORTED ON THE 990 IF THE ORGANIZATION'S OBJECTIVES OVER MULTIPLE YEARS ARE NOT ACHIEVED. FURTHER, COLUMN E OF SCHEDULE J OF THE 990 CAN BE EASILY MISINTERPRETED AND IS OFTEN OVERSTATED DUE TO COUNTING COMPENSATION ACCRUED IN A GIVEN YEAR, BUT NOT YET VESTED. TO AVOID INADVERTENTLY "DOUBLE COUNTING" COMPENSATION, THE BEST REFLECTION OF A SINGLE YEAR'S COMPENSATION IS SCHEDULE J COLUMN B TOTALING COLUMNS (I) THROUGH (III) FOR 2021, WHICH CONTAINS THE MOST ACCURATE SOURCE OF INFORMATION RELATED TO AN EXECUTIVE'S PAID COMPENSATION IN ANY GIVEN YEAR. YEAR TO YEAR, AN EXECUTIVE'S TOTAL COMPENSATION WILL VARY BASED ON ORGANIZATIONAL PERFORMANCE AS WELL AS THE SCHEDULED TIMING OF PAYMENTS OF AMOUNTS EARNED BUT NOT YET VESTED IN EARLIER YEARS. GOVERNANCE OF EXECUTIVE COMPENSATION BEAUMONT IS COMMITTED TO MAINTAINING HIGH STANDARDS OF CORPORATE GOVERNANCE. OUR CORPORATE GOVERNANCE PROCESS IS COMPLIANT, TRANSPARENT AND ENSURES COMPENSATION IS ADMINISTERED IN A FAIR AND EQUITABLE MANNER CONSISTENT WITH IRS GUIDELINES. EXECUTIVE COMPENSATION IS GOVERNED BY THE ORGANIZATION AND COMPENSATION COMMITTEE (OCC) OF THE BOARD OF DIRECTORS OF BEAUMONT HEALTH, THE PARENT ORGANIZATION OF A MULTI-ENTITY HEALTH SYSTEM. THE COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS WHO HAVE NO CONFLICTS OF INTEREST AS IT RELATES TO THE ORGANIZATION'S EXECUTIVE COMPENSATION. THE COMMITTEE IS RESPONSIBLE FOR: - REVIEWING, VALIDATING AND APPROVING PERFORMANCE GOALS AND METRICS RELATED TO THE EXECUTIVE'S AT-RISK COMPENSATION PLANS. - REVIEWING, VALIDATING AND APPROVING PERFORMANCE ACHIEVED ON THE EXECUTIVE AT-RISK COMPENSATION PLANS. - REVIEWING AND APPROVING COMPENSATION FOR EACH MEMBER OF THE ORGANIZATION'S SENIOR LEADERSHIP TEAM. - ENSURING COMPENSATION IS REASONABLE AND APPROPRIATE BASED ON PERFORMANCE ACHIEVED AND THE ORGANIZATION'S MISSION. THE INDEPENDENT COMMITTEE ALSO RECEIVES SUPPORT FROM OUTSIDE ADVISORS WITH EXPERTISE IN HEALTH CARE ORGANIZATIONS AND EXECUTIVE COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE BOARD MEMBERS OR SHARED OFFICERS OF A TAXABLE ENTITY WITHIN THE BEAUMONT HEALTH SYSTEM: JAMES LYNCH JOHN KERNDL CAROLYN WILSON, RN DAVID WOOD, MD DIANE ROTH |
| FORM 990, PART VI, SECTION A, LINE 6 | BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES IS A WHOLLY OWNED SUBSIDIARY OF BEAUMONT HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7A | BEAUMONT HEALTH, THE PARENT CORPORATION AND SOLE MEMBER OF BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES, HAS THE RIGHT TO ELECT ONE OR MORE MEMBERS OF BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES' GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | BEAUMONT HEALTH, AS THE CORPORATE MEMBER OF BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES, HAS DESIGNATED RESERVED POWERS OVER BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES' OPERATIONS, INCLUDING BUT NOT LIMITED TO BUDGET, ACQUISITIONS, CAPITAL PROJECTS AND PARTICIPATION IN JOINT VENTURES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS SUBJECTED TO A MULTI-STEP REVIEW PROCESS PRIOR TO FILING WITH THE GOVERNMENT BY THE STATUTORY DUE DATE. FORM 990 IS PREPARED BY BEAUMONT HEALTH'S INTERNAL TAX DEPARTMENT, REVIEWED BY ITS MANAGEMENT, AND SUBSEQUENTLY REVIEWED BY THE FILING ENTITY'S PAID PREPARER. AS THE FINAL STEP IN THIS REVIEW PROCESS, A COPY OF THE FINAL FILING VERSION OF FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE FILING ENTITY'S GOVERNING BODY FOR THEIR REVIEW PRIOR TO THE FORM BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BEAUMONT HEALTH, THE PARENT CORPORATION AND SOLE MEMBER OF BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES, RECOGNIZES THAT IT HAS AN OBLIGATION TO ITS PATIENTS, ITS PAYORS, ITS DESIGNEES, AND THE COMMUNITIES IT SERVES TO OBSERVE THE HIGHEST LEVEL OF INTEGRITY TO ENSURE CLINICAL, BUSINESS, AND ACADEMIC DECISION MAKING IS NOT COMPROMISED BY FINANCIAL OR OTHER RELATIONSHIPS WITH INDUSTRY. THE CORPORATE COMPLIANCE OFFICE, WITH THE ASSISTANCE OF HUMAN RESOURCES AND SPECIFIC INDIVIDUAL DEPARTMENTS, WILL COORDINATE UPON HIRE AND EACH CALENDAR YEAR THEREAFTER, A PROCESS OF OBTAINING CONFLICT OF INTEREST/DISCLOSURE OF REMUNERATION STATEMENT. ALL AREAS OF THE INSTITUTION WILL FOLLOW THE HUMAN RESOURCES HIRING PROCESS PROTOCOL TO ASSURE COMPLIANCE WITH THE CONFLICT OF INTEREST PROGRAM. AT ANY TIME WHEN A DESIGNEE BECOMES INVOLVED IN A RELATIONSHIP THAT IS OR MAY BE PERCEIVED TO BE A CONFLICT OF INTEREST, THE DESIGNEE MUST COMPLETE THE CONFLICT OF INTEREST/DISCLOSURE OF REMUNERATION STATEMENTS AND FORWARD TO THE CORPORATE COMPLIANCE OFFICER. A CONFLICT OF INTEREST OR NEED TO DISCLOSE REMUNERATION MAY EXIST IF A BEAUMONT DESIGNEE OR ANY MEMBER OF THEIR IMMEDIATE FAMILY RECEIVES COMPENSATION IN ANY FORM FOR SERVICES RENDERED IN ANY CAPACITY TO ANY ORGANIZATION OR INDIVIDUAL THAT HAS ANY PAST, PRESENT, OR PROSPECTIVE BUSINESS DEALINGS WITH BEAUMONT, IF SUCH COMPENSATION MIGHT BE REASONABLY CONSTRUED AS TENDING TO PREVENT THE DESIGNEE FROM ACTING SOLELY AND WHOLLY IN THE BEST INTEREST OF BEAUMONT HEALTH. |
| FORM 990, PART VI, SECTION B, LINE 15 | BEAUMONT HEALTH'S BOARD OF DIRECTORS, OF WHICH BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES IS AFFILIATED, HAS DULY APPOINTED AN ORGANIZATION AND COMPENSATION COMMITTEE (THE "COMMITTEE"), WHICH IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF COMPENSATION AND BENEFITS PROVIDED TO BEAUMONT AND ITS AFFILIATED MEMBERS' EXECUTIVE MANAGEMENT TEAMS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT GOVERNING THE WORK AND REVIEW PROCESS OF THE COMMITTEE. THE COMMITTEE FOLLOWS THE PROCEDURES DESCRIBED IN THE PHILOSOPHY STATEMENT WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND EMPLOYEE BENEFITS PROVIDED TO SENIOR MANAGEMENT, INCLUDING THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS. THE COMMITTEE REVIEWS ALL ASPECTS OF COMPENSATION, INCLUDING CURRENT AND DEFERRED COMPENSATION, AND BENEFITS, INCLUDING QUALIFIED AND NON-QUALIFIED BENEFITS. THE COMMITTEE MEETS FOUR TIMES A YEAR AND APPROVES COMPENSATION AND BENEFITS ONLY TO THE EXTENT THAT THE COMMITTEE HAS CONCLUDED THAT THE COMPENSATION AND BENEFITS CONSTITUTE NO MORE THAN REASONABLE COMPENSATION FOR EACH EXECUTIVE. THE COMMITTEE CONSISTS OF SIX MEMBERS, ALL OF WHOM ARE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT TO PREPARE AND REVIEW IN ADVANCE COMPREHENSIVE DATA SHOWING THE COMPENSATION PROVIDED BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY SIMILAR POSITIONS. THE COMMITTEE ALSO PREPARES A TIMELY AND THOROUGH WRITTEN RECORD OF ITS DELIBERATIONS AND CONCLUSIONS. AS A RESULT, THE COMMITTEE'S REVIEW PROCESS IS DESIGNED TO SATISFY THE PROCEDURAL CRITERIA NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES. THE COMMITTEE HAS EXPRESSLY DETERMINED THAT THE TOTAL COMPENSATION PROVIDED IS REASONABLE, BASED ON THE REVIEW OF THE MARKET DATA PRESENTED BY THE INDEPENDENT COMPENSATION CONSULTANT AND ON THE REVIEW OF ALL OTHER RELEVANT FACTS AND CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION B, LINE 1: | THE HEALTH SYSTEM HAS A CENTRALIZED ACCOUNTS PAYABLE FUNCTION AND, AS SUCH, ALL 1099'S ARE ISSUED BY BEAUMONT HEALTH. |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM BEAUMONT HEALTH 5,982,669. TRANSFER TO WILLIAM BEAUMONT HOSPITAL -62,847,424. TRANSFER FROM BOTSFORD GENERAL HOSPITAL 11,862,045. TRANSFER FROM OAKWOOD HEALTHCARE, INC. 45,827,815. TRANSFER TO BEAUMONT MEDICAL GROUP-HOSPITAL BASED SERVICES -913,750. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAUMONT HEALTH | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 465718220 | PARENT COMPANY OF THE HEALTH SYSTEM | MI | 501(C)(3) | 12C, III-FI | N/A | 0 | |
| BEAUMONT MEDICAL TRANSPORTATION SERVICE | |||||||||||
| 950 W MAPLE SUITE C | TROY | MI | 48084 | 260203703 | MEDICAL TRANSPORTATION SERVICES | MI | 501(C)(3) | 10 | Yes (1) | BEAUMONT HEALTH | |
| BOTSFORD CONTINUING CARE CORPORATION | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 382549505 | LONG TERM NURSING CARE | MI | 501(C)(3) | 10 | Yes (1) | BOTSFORD GENERAL HOSPITAL | |
| BOTSFORD GENERAL HOSPITAL | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 381426919 | HOSPITAL | MI | 501(C)(3) | 3 | Yes (1) | BEAUMONT HEALTH | |
| BH GRAND RIVER SOUTHFIELD INC | |||||||||||
| 25400 W EIGHT MILE ROAD | SOUTHFIELD | MI | 48033 | 382410823 | EMERGENCY MEDICAL SERVICES | MI | 501(C)(3) | 10 | Yes (1) | BOTSFORD GENERAL HOSPITAL | |
| MICHIGAN MOBILE PET IMAGING | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 331086165 | MOBILE PET SCANNING | MI | 501(C)(3) | 12A, I | Yes (1) | OAKWOOD HEALTHCARE INC | |
| OAKWOOD HEALTHCARE INC | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 381405141 | HOSPITAL | MI | 501(C)(3) | 3 | Yes (1) | BEAUMONT HEALTH | |
| OAKWOOD UNITED HOSPITALS INC | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 382837961 | FACILITY LEASING | MI | 501(C)(3) | 12A, I | Yes (1) | OAKWOOD HEALTHCARE INC | |
| OAKWOOD HOME CARE SERVICES | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 382877338 | HOME HEALTH SERVICES | MI | 501(C)(3) | 10 | Yes (1) | OAKWOOD HEALTHCARE INC | |
| OAKWOOD HEALTH PROMOTIONS INC | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 382601965 | ASSISTED AND RESIDENT CARE FACILITIES | MI | 501(C)(3) | 10 | Yes (1) | OAKWOOD HEALTHCARE INC | |
| WILLIAM BEAUMONT HOSPITAL | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 381459362 | HOSPITAL | MI | 501(C)(3) | 3 | Yes (1) | BEAUMONT HEALTH | |
| BEAUMONT HEALTH FOUNDATION | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 364852171 | FOUNDATION | MI | 501(C)(3) | 7 | Yes (1) | BEAUMONT HEALTH | |
| BEAUMONT MEDICAL GROUP-HOSPITAL BASED SERVICES | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 822768899 | PHYSICIAN SUPPORT SERVICES | MI | 501(C)(3) | 10 | Yes (1) | BEAUMONT HEALTH | |
| BEAUMONT MEDICAL GROUP-PRIMARY CARE SERVICES | |||||||||||
| 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | 822796539 | PHYSICIAN SUPPORT SERVICES | MI | 501(C)(3) | 10 | Yes (1) | BEAUMONT HEALTH | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| DEARBORN SCHAEFFER OFFICE COMPANY LLC | |||||||||
| 26901 BEAUMONT BOULEVARD | SOUTHFIELD | MI | 48033 | 262448025 | REAL ESTATE | MI | N/A | 0 | 0 |
| OAKMED LLC | |||||||||
| 1938 WOODSLEE DRIVE | TROY | MI | 48083 | 461459737 | PRIVATE DUTY NURSING | MI | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAUMONT INDEMNITY COMPANY LTD | ||||||||||||||
| 23 LIME TREE BAY AVENUE | GRAND CAYMAN | GRAND CAYMAN | CJ | 980512415 | PREMIUM DEPOSITS | CJ | N/A | C | Yes (1) | |||||
| BEAUMONT NURSING HOME SERVICES INC | ||||||||||||||
| 382799842 | ASSISTED CARE LIVING | N/A | C | Yes (1) | 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | MI | |||||
| BEAUMONT PHYSICIANS INSURANCE COMPANY INC | ||||||||||||||
| 274261262 | PROFESSIONAL INSURANCE | N/A | C | Yes (1) | 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | MI | |||||
| BOTSFORD COMMONS PROPERTY ASSOCATION | ||||||||||||||
| 383203663 | PROPERTY MANAGEMENT | N/A | C | Yes (1) | 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | MI | |||||
| OAKWOOD AFFILIATED VENTURES INC AND SUBSIDIARIES | ||||||||||||||
| 371753159 | OFFICE OF PHYSICIANS/NON-RESIDENTAL | N/A | C | Yes (1) | 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | MI | |||||
| BH SOUTHFIELD BILLING INC | ||||||||||||||
| 382755982 | MANAGEMENT DISPATCH SERVICES | N/A | C | Yes (1) | 26901 BEAUMONT BLVD | SOUTHFIELD | MI | 48033 | MI | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BEAUMONT HEALTH | ||
| S | $5,982,669 | FMV |
| WILLIAM BEAUMONT HOSPITAL | ||
| R | $62,847,424 | FMV |
| BOTSFORD GENERAL HOSPITAL | ||
| S | $11,862,045 | FMV |
| OAKWOOD HEALTHCARE INC | ||
| S | $45,827,815 | FMV |
| BEAUMONT MEDICAL GROUP-HOSPITAL BASED SERVICES | ||
| R | $913,750 | FMV |
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