2019-05-15T14:44:26-05:00 2018-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2017-07-01 381458751 MICHIGAN HEALTH & HOSPITAL ASSOCIATION D/B/A MHA MICH 5173233443 2112 UNIVERSITY PARK DRIVE OKEMOS MI 48864 WILLIAM JACKSON CFO 5173233443 2019-05-15 1 LU ANN TRAPP P01506476 3122071040 2019-05-15 199.33.77.183 2019-05-15 13:14:44 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 88BB8417C17E4C1C3BDD6C18F80F35263914D73F 2017 2019-02-21 02:37:17Z MHA BRIAN PETERS 2112 UNIVERSITY PARK DRIVE OKEMOS MI 48864 19170144 0 X WWW.MHA.ORG X 1919 MI TO PROMOTE THE INTERESTS OF THE HEALTH CARE INDUSTRY. 21 20 66 20 4250 17671 163749 913159 17344872 17274320 142532 807715 123850 174950 17775003 19170144 1048080 791012 0 0 10528435 10340561 0 0 0 5757061 7486827 17333576 18618400 441427 551744 19444825 23379099 4382325 8316013 15062500 15063086 WE ADVANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES. 0 0 THE ASSOCIATION PROMOTES THE INTERESTS OF THE HEALTHCARE INDUSTRY FOR ITS MEMBERS, WHICH CONSIST OF HEALTHCARE PROVIDERS THROUGHOUT THE STATE OF MICHIGAN. IN ADDITION, THE ASSOCIATION HAS FOUR DESIGNATED FUNDS: THE MICHIGAN HOSPITAL ASSOCIATION PUBLIC POLICY INITIATIVE FUND, WHICH IS PRIMARILY FOCUSED ON HEALTHCARE REFORM AND RELATED POLICY ISSUES; MHA COLLABORATIVE HOSPITAL ASSISTANCE PROGRAM (CHAP), WHICH INVOLVES THE VOLUNTARY CONTRIBUTION BY HOSPITALS OF FUNDS WHICH ARE REDISTRIBUTED TO HOSPITALS AS A RESULT OF THE MEDICAID QUALITY ASSURANCE ASSESSMENT PROGRAM (QAAP). 0 1 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 32 0 1 66 1 1 1 0 0 0 1 1 0 X 21 20 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X WILLIAM JACKSON CFO 5173233443 2112 UNIVERSITY PARK DRIVE OKEMOS MI 48864 GREGORY LANE CHAIR 1.00 1.00 X X 0 0 0 JOHN FOX CHAIR-ELECT 1.00 1.00 X X 0 0 0 LOREN HAMEL MD PAST CHAIR 1.00 3.00 X X 0 0 0 EDWIN NESS TREASURER 1.00 1.00 X X 0 0 0 DUKE ANDERSON AT-LARGE 1.00 0.00 X 0 0 0 DANIEL BABCOCK AT-LARGE 1.00 0.00 X 0 0 0 EDWARD BRUFF AT-LARGE 1.00 0.00 X 0 0 0 ROBERT CASALOU AT-LARGE 1.00 1.00 X 0 0 0 JOSEPH CACCHIONE AT-LARGE 1.00 0.00 X 0 0 0 T ANTHONY DENTON AT-LARGE 1.00 0.00 X 0 0 0 JAMES FALAHEE AT-LARGE 1.00 0.00 X 0 0 0 CHRISTINA FREESE-DECKER AT-LARGE 1.00 0.00 X 0 0 0 MELANY GAVULIC AT-LARGE 1.00 0.00 X 0 0 0 DAVID JAHN AT-LARGE 1.00 1.00 X 0 0 0 TIMOTHY JOHNSON AT-LARGE 1.00 0.00 X 0 0 0 CONNIE KOUTOUZOS AT-LARGE 1.00 0.00 X 0 0 0 GWEN MCKENZIE AT-LARGE - PART YEAR 1.00 0.00 X 0 0 0 CHUCK NELSON AT-LARGE - PART YEAR 1.00 0.00 X 0 0 0 DIANE POSTLER-SLATTERY AT-LARGE 1.00 0.00 X 0 0 0 ROBERT RINEY AT-LARGE 1.00 3.00 X 0 0 0 ANTHONY TEDESCHI MD AT-LARGE 1.00 0.00 X 0 0 0 GINGER WILLIAMS AT-LARGE - PART YEAR 1.00 0.00 X 0 0 0 SHELLYE YAKLIN AT-LARGE 1.00 0.00 X 0 0 0 BRIAN PETERS CEO 40.00 3.00 X X 904610 0 157304 WILLIAM JACKSON CFO 40.00 2.00 X 241702 0 71148 DAVID SEAMAN EXECUTIVE VICE PRESIDENT 40.00 0.00 X 683809 0 124710 PETER SCHONFELD SENIOR VP, POLICY 40.00 0.00 X 381916 0 111655 NANCY MCKEAGUE SENIOR VP, CHIEF OF STAFF 40.00 0.00 X 336071 0 83325 GARY ROTH CMO 40.00 0.00 X 288222 0 80489 CHRISTOPHER MITCHELL SENIOR VP, ADVOCACY 40.00 0.00 X 279499 0 83296 3115829 0 711927 18 0 1 0 WWP STRATEGIES INC PO BOX 24215 LANSING MI 48915 PROFESSIONAL SERVICES 677757 KAUFMAN HALL ASSOCIATES LLC 8610 SOLUTION CENTER CHICAGO IL 60677 PROFESSIONAL SERVICES 430996 MARTIN WAYMIRE 600 W ST JOSEPH STREET LANSING MI 48933 PROFESSIONAL SERVICES 348967 SEQURIS GROUP LLC 6633 18 MILE ROAD STERLING HEIGHTS MI 48314 PROFESSIONAL SERVICES 279806 MAYOTTE GROUP ARCHITECTS 6240 W MT HOPE LANSING MI 48917 PROFESSIONAL SERVICES 215853 7 913159 913159 MEMBERSHIP DUES 541900 7094244 7094244 SERVICE FEES 561499 6565376 6565376 MANAGEMENT FEES 561000 2000807 2000807 ADMINISTRATIVE FEES 900099 579621 579621 REIMBURSED FEES 900099 247800 247800 786472 782222 4250 17274320 154684 154684 653031 0 653031 653031 653031 SPONSORSHIP 900099 174950 174950 174950 19170144 17270070 4250 982665 X 791012 1374764 6481726 611812 1491984 380275 91161 21050 2771047 643998 1386950 1018731 103564 678629 68306 DUES AND SUBSCRIPTIONS 126968 BANK FEES 104763 INCOME TAX 51316 PROPERTY TAX 24416 395928 18618400 667697 2491035 6249689 5704460 662890 149654 569005 724121 852243 1321936 14340507 3150893 5756612 11189614 4686689 1798279 19444825 23379099 3632425 8087203 589442 158892 160458 69918 4382325 8316013 X 15062500 15063086 15062500 15063086 19444825 23379099 551744 -551158 0 X 0 1 X 1 0 109000 0 109000 109000 1 MICHIGAN DEMOCRATIC STATE CENTRAL COMMITTEE 606 TOWNSEND LANSING MI 48933 381323848 60000 THE GOVERNORS CLUB PO BOX 16070 LANSING MI 48901 450950905 25000 DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 1225 I ST NW WASHINGTON DC 20005 521870839 10000 PROGRESSIVE ADVOCACY TRUST PO BOX 322 EAST LANSING MI 48826 273504026 10000 BUILDING A STRONGER MICHIGAN FUND 212 E GRAND RIVER AVE LANSING MI 48906 474385824 2500 RESTORE MICHIGAN FUND 106 W ALLEGAN ST LANSING MI 48933 812545677 1000 REP IDEN WALK DAY 124 N CAPITOL HILL LANSING MI 48933 500 1 0 0 PART I-A, LINE 1: MHA CONTRIBUTED TO SEVEN POLITICAL ACTION COMMITTEES WHICH SUPPORT CANDIDATES THAT ADVOCATE FOR HOSPITALS AND PATIENTS. 500706 500706 9843004 467265 9375739 884498 315567 568931 3112299 2368061 744238 11189614 210749 C VANGUARD INVESTMENTS 1587530 F 1798279 DUE TO AFFILIATES 69918 69918 1 CENTER FOR HEALTHCARE RESEARCH TRANSFORMATION 2929 PLYMOUTH RD ANN ARBOR MI 48105 271017827 501(C )(3) 10000 GENERAL SUPPORT SERVING MICHIGAN FUND PO BOX 24215 LANSING MI 48909 275545409 501(C )(4) 7500 GENERAL SUPPORT PROGRESSIVE ADVOCACY TRUST PO BOX 322 EAST LANSING MI 48826 273504026 527 10000 GENERAL SUPPORT MOVING MICHIGAN FORWARD PO BOX 15246 LANSING MI 48901 463862415 501(C )(4) 25000 GENERAL SUPPORT MICHIGAN STATE UNIVERSITY 535 CHESTNUT RD EAST LANSING MI 48824 386005984 501(C )(3) 21400 GENERAL SUPPORT MICHIGAN OSTEOPATHIC ASSOCIATION 2445 WOODLAKE CIRCLE OKEMOS MI 48864 381207655 501(C )(6) 50000 GENERAL SUPPORT MICHIGAN DEMOCRATIC STATE CENTRAL COMMITTEE 606 TOWNSEND LANSING MI 48933 381323848 527 60000 GENERAL SUPPORT MICHIGAN CITIZENS FOR FISCAL RESPONSIBILITY 106 W ALLEGAN LANSING MI 48933 271993953 501(C )(4) 125000 GENERAL SUPPORT MICHIGAN ASSOCIATION FOR JUSTICE 6639 CENTURION LANSING MI 48910 381989639 501(C )(6) 50000 GENERAL SUPPORT MICHIGAN ASSOCATION OF HEALTHCARE ADVOCATES 2112 UNIVERSITY PARK DR OKEMOS MI 48864 202611153 501(C )(3) 50000 GENERAL SUPPORT MAKING GOVERNMENT ACCOUNTABLE PO BOX 13024 LANSING MI 48901 473461382 501(C )(4) 25000 GENERAL SUPPORT FUND FOR MICHIGAN'S TOMORROWS 5915 EASTMAN AVE MIDLAND MI 48640 472384695 501(C )(4) 20000 GENERAL SUPPORT FOOD BANK COUNCIL OF MICHIGAN 330 MARSHALL ST STE 102 LANSING MI 48912 382515765 501(C )(3) 30000 GENERAL SUPPORT ENROLL MICHIGAN 5123 WEST ST JOSEPH HWY LANSING MI 48917 462631444 501(C )(3) 45000 GENERAL SUPPORT DETROIT REGIONAL CHAMBER FOUNDATION INC 1 WOODWARD AVE STE 1900 DETROIT MI 48226 382352462 501(C )(3) 10000 GENERAL SUPPORT DETROIT REGIONAL CHAMBER 1 WOODWARD AVE STE 1900 DETROIT MI 48226 380477570 501(C )(6) 57050 GENERAL SUPPORT DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 1225 I ST NW WASHINGTON DC 20005 521870839 527 10000 GENERAL SUPPORT CONSERVATIVE LEADERSHIP & VALUE COALITION PO BOX 13272 LANSING MI 48901 820976608 501(C )(4) 7500 GENERAL SUPPORT THE GOVERNORS CLUB PO BOX 16070 LANSING MI 48901 450950905 527 25000 GENERAL SUPPORT WEST MICHIGAN COMMUNITY PRESERVATION FUND 106 W ALLEGAN LANSING MI 48933 271189310 501(C )(4) 52500 GENERAL SUPPORT 6 14 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO ORGANIZATIONS WITH A SIMILAR MISSION FOR THE GENERAL SUPPORT OF THE ORGANIZATION. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THE ORGANIZATION TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. X X X 1 1 X X X X 0 1 0 BRIAN PETERS CEO 675693 0 228917 0 0 0 132713 0 24591 0 1061914 0 0 0 WILLIAM JACKSON CFO 184983 0 42500 0 14219 0 45337 0 25811 0 312850 0 0 0 DAVID SEAMAN EXECUTIVE VICE PRESIDENT 479647 0 163967 0 40195 0 98669 0 26041 0 808519 0 40195 0 PETER SCHONFELD SENIOR VP, POLICY 282463 0 72500 0 26953 0 80632 0 31023 0 493571 0 26953 0 NANCY MCKEAGUE SENIOR VP, CHIEF OF STAFF 266071 0 70000 0 0 0 75152 0 8173 0 419396 0 0 0 GARY ROTH CMO 267222 0 21000 0 0 0 48600 0 31889 0 368711 0 0 0 CHRISTOPHER MITCHELL SENIOR VP, ADVOCACY 219499 0 60000 0 0 0 72578 0 10718 0 362795 0 0 0 PART I, LINE 1A CHARTER TRAVEL USED BY BOARD MEMBERS FOR BUSINESS ONLY AND NOT TAXED AS COMPENSATION. DISCRETIONARY SPENDING ACCOUNTS USED FOR SELECT INDIVIDUALS AND TAXED AS COMPENSATION. BUSINESS CLUBS FOR EXECUTIVE STAFF AND NOT TAXED AS COMPENSATION. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: - DAVID SEAMAN - BRIAN PETERS - PETER SCHONFELD - NANCY MCKEAGUE - CHRISTOPHER MITCHELL THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE CURRENT YEAR: - PETER SCHONFELD - $26,953 - DAVID SEAMAN-$40,195 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE COMMITTEE CONSISTS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B HOUSE OF DELEGATES APPROVES SOME DECISIONS OF GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PREPARED BY INDEPENDENT ACCOUNTING/AUDIT FIRM, REVIEWED BY CONTROLLER, CFO, AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE BOARD MEMBERS TO SIGN CONFLICT OF INTEREST STATEMENTS AND VERBALLY REMIND THEM OF THAT PERIODICALLY DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS ESTABLISHED USING THE FOLLOWING METHODS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. ADDITIONALLY, THE INDEPENDENT COMPENSATION COMMITTEE RECEIVES COMPARABILITY DATA ANNUALLY AND DOCUMENTS DECISION IN WRITTEN FORM. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES 1,867,679. PROFESSIONAL SERVICES 887,567. EQUIPMENT RENTAL 15,801. MHA HEALTH FOUNDATION DBA MHA CENTER FOR HEALTH RESOURCES 2112 UNVERSITY PARK DRIVE OKEMOS MI 48864 386091188 PERFORM CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE MHA. MI 501(C)3 LINE 12B, II MICHIGAN HEALTH & HOSPITAL ASSOCIATION 1 HEALTH POLITICAL ACTION COMMITTEE MICHIGAN HEALTH & HOSPITAL ASSOCIATION 2112 UNVERSITY PARK DRIVE OKEMOS MI 48864 382769064 PROMOTE GOOD HEALTH CARE FOR MICHIGAN CITIZENS MI 527 N/A 0 MHA KEYSTONE CENTER 2112 UNVERSITY PARK DRIVE OKEMOS MI 48864 462128815 ASSIST AND EDUCATE HEALTH CARE PROVIDERS WITH PATIENT SAFETY AND CARE. MI 501(C)3 LINE 7 MHA HEALTH FOUNDATION 1 MHA SERVICE CORPORATION 2112 UNIVERSITY PARK DRIVE OKEMOS MI 48864 382259766 SERVICES TO HOSPITALS MI MICHIGAN HEALTH & HOSPITAL ASSOCIATION C 5428030 3440623 1.00000 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 MHA SERVICE CORPORATION A 50000 BOOKS MAINTAINED AT FMV MHA SERVICE CORPORATION J 51899 BOOKS MAINTAINED AT FMV MHA KEYSTONE CENTER J 107795 BOOKS MAINTAINED AT FMV MHA HEALTH FOUNDATION O 76812 BOOKS MAINTAINED AT FMV MHA KEYSTONE CENTER O 871076 BOOKS MAINTAINED AT FMV MHA SERVICE CORPORATION O 1508750 BOOKS MAINTAINED AT FMV