ELLA E M BROWN CHARITABLE CIRCLE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELLA E M BROWN CHARITABLE CIRCLE (EIN 38-1368347)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2018-02-15
- IRS object ID
- 201810469349301896
- Schema version
- 2016v3.0
- 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 D
- Schedule G
- Schedule H
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-15T15:36:47-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 Trade Centre Way Ste 300 | AddressLine1Txt |
| City | Portage | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381368347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLA E M BROWN CHARITABLE CIRCLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLA | BusinessNameControlTxt |
| Phone | 2697814271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N MADISON STREET | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINGER WILLIAMS MD FACEP FACHE | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2697814271 | PhoneNum |
| Signature | 2018-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol LaLonde CPA | PreparerPersonNm |
| PTIN | P00181637 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2018-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAWN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGG BEEG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N MADISON STREET | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $228,089,524 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKLAWNHOSPITAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | WE WILL PROVIDE PERSONAL, ACCESSIBLE AND HIGH QUALITY CARE TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1235 | TotalEmployeeCnt |
| Total Volunteers | 212 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $276,915 | PYContributionsGrantsAmt |
| CY Contributions Grants | $299,889 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $129,158,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $141,071,742 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,420,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,009,659 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,022,278 | PYOtherRevenueAmt |
| CY Other Revenue | $3,306,452 | CYOtherRevenueAmt |
| PY Total Revenue | $133,878,711 | PYTotalRevenueAmt |
| CY Total Revenue | $145,687,742 | 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 | $66,768,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $71,483,166 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,314,394 | PYOtherExpensesAmt |
| CY Other Expenses | $71,556,641 | CYOtherExpensesAmt |
| PY Total Expenses | $130,083,297 | PYTotalExpensesAmt |
| CY Total Expenses | $143,039,807 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,795,414 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,647,935 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $180,603,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,331,463 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $108,521,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,417,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,082,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,913,683 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE WILL PROVIDE PERSONAL, ACCESSIBLE AND HIGH QUALITY CARE TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $62,794,203 | ExpenseAmt |
| Revenue | $78,155,219 | RevenueAmt |
| Desc | NURSING - PATIENT CARE ON AN ACUTE LEVEL TO IN/OUT PATIENTS INCLUDING INTENSIVE CARE, OBSTETRICAL, EMERGENCY, SURGICAL AND PSYCHIATRIC. IN FISCAL YEAR 2017, THERE WERE 11,896 DAYS OF CARE, 3,811 ADMISSIONS, 833 BIRTHS, AND 5,444 SURGICAL PROCEDURES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,312,578 | ExpenseAmt |
| Revenue | $22,283,820 | RevenueAmt |
| Desc | PHYSICIANS - PROVIDING CARE FOR INPATIENTS AND OUTPATIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,460,955 | ExpenseAmt |
| Revenue | $8,169,910 | RevenueAmt |
| Desc | PHARMACY - PROVIDING FULL PHARMACEUTICAL SERVICES TO INPATIENT AND OUTPATIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,030,768 | ExpenseAmt |
| Revenue | $32,462,793 | RevenueAmt |
| Desc | ANCILLARY DEPARTMENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,030,768 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $32,462,793 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $123,598,504 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1235 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGG BEEG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2697893921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N MADISON ST | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49068 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HEATHER LUCIANI | |||||||||
| Chair, Board of Directors | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACK W TOWNSEND | |||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH P PALCHAK | |||||||||
| Secretary/Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE RASHER | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN WICKLAND | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS NEIDLINGER MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK P O'CONNELL | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REV TIMOTHY MARVIL | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE YATES | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RON KITCHENS | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| E MICHAEL BECK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRI-LYNN WILLIAMS-HARPER | |||||||||
| DIRECTOR - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GINGER WILLIAMS MD FACEP FACHE | |||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $846,695 | $0 | $8,946 | |||
| GREGG BEEG | |||||||||
| Chief Financial Officer | 40.00 | 0.00 | Yes (X) | $306,192 | $0 | $14,072 | |||
| SHARON THOMAS-BOYD | |||||||||
| Chief Support & Ancillary | 40.00 | 0.00 | Yes (X) | $339,053 | $0 | $19,305 | |||
| MARTIN GOINS III MD | |||||||||
| CHIEF OF STAFF | 40.00 | 0.00 | Yes (X) | $371,612 | $0 | $21,536 | |||
| THERESA DAWSON | |||||||||
| CHIEF NURSING OFFICER | 40.00 | 0.00 | $217,454 | $0 | $6,145 | Yes (X) | |||
| SUBHASH THAKUR | |||||||||
| MD | 40.00 | 0.00 | $732,967 | $0 | $26,773 | Yes (X) | |||
| FARID ZAYED | |||||||||
| MD | 40.00 | 0.00 | $539,258 | $0 | $21,473 | Yes (X) | |||
| MORAD TEHRANI | |||||||||
| MD | 40.00 | 0.00 | $530,700 | $0 | $14,706 | Yes (X) | |||
| MICHAEL STERRETT | |||||||||
| MD | 40.00 | 0.00 | $701,180 | $0 | $8,789 | Yes (X) | |||
| KURT PIATKOWSKI | |||||||||
| MD | 40.00 | 0.00 | $598,650 | $0 | $14,425 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,183,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,170 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 94 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GORDON MARTIN BUILDERS INC | |||||
| PO BOX 717 | ALBION | MI | 49224 | CONSTRUCTION | $2,189,048 |
| AMERICAN HEALTHCARE SERVICES ASSOCIATION | |||||
| PO BOX 945 | TRAVERSE CITY | MI | 49685 | TEMPORARY LABOR | $982,972 |
| BLUFISH | |||||
| 115 W MICHIGAN | MARSHALL | MI | 49068 | MARKETING CONSULTING | $430,918 |
| LARRY LAZARO | |||||
| 3269 QUIGGLE AVE SE | ADA | MI | 49301 | SURGERY LOCUM TENENS | $335,800 |
| SCHROEDER DEGRAW PLLC | |||||
| 203 E MICHIGAN AVE | MARSHALL | MI | 49068 | CORPORATE COUNSEL | $335,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,870 | FundraisingAmt |
| All Other Contributions | $273,019 | AllOtherContributionsAmt |
| Total Contributions | $299,889 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $141,071,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,071,742 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $141,071,742 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $848,304 | TotalRevenueColumnAmt |
| Exclusion | $848,304 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,582 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,582 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,582 | TotalRevenueColumnAmt |
| Exclusion | $193,582 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,455,340 | SecuritiesAmt |
| Other | $68,041,100 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,996,209 | SecuritiesAmt |
| Other | $68,338,876 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $459,131 | SecuritiesAmt |
| Other | -$297,776 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,355 | TotalRevenueColumnAmt |
| Exclusion | $161,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $117,625 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,870 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,697 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,928 | TotalRevenueColumnAmt |
| Exclusion | $50,928 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA REVENUE | 722210 | $424,878 | $424,878 |
| INCENTIVE BONUSES | 900099 | $280,783 | $280,783 |
| PHARMACY SERVICES | 900099 | $211,052 | $211,052 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,145,229 | TotalRevenueColumnAmt |
| Exclusion | $2,145,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,061,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,687,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,071,742 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,316,111 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,809,198 | TotalAmt |
| Program Services | $399,881 | ProgramServicesAmt |
| Management And General | $1,409,317 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,596,059 | TotalAmt |
| Program Services | $52,943,438 | ProgramServicesAmt |
| Management And General | $5,652,621 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,524 | TotalAmt |
| Program Services | $925,133 | ProgramServicesAmt |
| Management And General | $107,391 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,245,495 | TotalAmt |
| Program Services | $5,520,140 | ProgramServicesAmt |
| Management And General | $725,355 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,799,890 | TotalAmt |
| Program Services | $3,343,903 | ProgramServicesAmt |
| Management And General | $455,987 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,138 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $188,638 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,091 | TotalAmt |
| Program Services | $8,777 | ProgramServicesAmt |
| Management And General | $67,314 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,840 | TotalAmt |
| Program Services | $131,509 | ProgramServicesAmt |
| Management And General | $22,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,981,382 | TotalAmt |
| Program Services | $9,729,522 | ProgramServicesAmt |
| Management And General | $2,251,860 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,971 | TotalAmt |
| Program Services | $12,693 | ProgramServicesAmt |
| Management And General | $595,278 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,426 | TotalAmt |
| Program Services | $224,915 | ProgramServicesAmt |
| Management And General | $386,511 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,768,702 | TotalAmt |
| Program Services | $1,547,601 | ProgramServicesAmt |
| Management And General | $221,101 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,782 | TotalAmt |
| Program Services | $218,368 | ProgramServicesAmt |
| Management And General | $14,414 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,886 | TotalAmt |
| Program Services | $41,597 | ProgramServicesAmt |
| Management And General | $254,289 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,987,483 | TotalAmt |
| Program Services | $2,553,821 | ProgramServicesAmt |
| Management And General | $433,662 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,465,295 | TotalAmt |
| Program Services | $7,236,475 | ProgramServicesAmt |
| Management And General | $1,228,820 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,332 | TotalAmt |
| Program Services | $619,477 | ProgramServicesAmt |
| Management And General | $68,855 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $29,012,113 | $28,303,348 | $708,765 |
| BAD DEBT | $6,746,024 | $6,746,024 | |
| CERTIFICATIONS | $6,605,114 | $3,445,092 | $3,160,022 |
| EQUIPMENT | $906,576 | $266,977 | $639,599 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,486 | TotalAmt |
| Program Services | -$622,687 | ProgramServicesAmt |
| Management And General | $849,173 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,039,807 | TotalAmt |
| Program Services | $123,598,504 | ProgramServicesAmt |
| Management And General | $19,441,303 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,372,365 | BOYAmt |
| EOY | $7,617,443 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,098,257 | BOYAmt |
| EOY | $12,214,650 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,803,139 | BOYAmt |
| EOY | $3,143,223 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,174,006 | BOYAmt |
| EOY | $2,467,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,454 | BOYAmt |
| EOY | $1,677,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $186,438,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,482,746 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,172,955 | BOYAmt |
| EOY | $98,955,924 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,578,254 | BOYAmt |
| EOY | $43,453,730 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,348,513 | BOYAmt |
| EOY | $1,355,915 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $526,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,478,648 | BOYAmt |
| EOY | $919,666 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,603,591 | BOYAmt |
| EOY | $172,331,463 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,714,675 | BOYAmt |
| EOY | $20,094,439 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,510,000 | BOYAmt |
| EOY | $71,398,883 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,906,388 | BOYAmt |
| EOY | $1,683,427 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,390,267 | BOYAmt |
| EOY | $1,241,031 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,521,330 | BOYAmt |
| EOY | $94,417,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,082,261 | BOYAmt |
| EOY | $77,913,683 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,082,261 | BOYAmt |
| EOY | $77,913,683 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,603,591 | BOYAmt |
| EOY | $172,331,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,647,935 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,741,276 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,442,211 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,721,131 | OtherCostOrOtherBasisAmt |
| Book Value | $6,721,131 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,853,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,368,535 | DepreciationAmt |
| Book Value | $67,484,739 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,672,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,464,825 | DepreciationAmt |
| Book Value | $1,207,504 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,802,827 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,649,386 | DepreciationAmt |
| Book Value | $21,153,441 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,389,109 | OtherCostOrOtherBasisAmt |
| Book Value | $2,389,109 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,955,924 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $785,895 |
| OTHER DEBT | $455,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,241,031 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $148,790,591 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,741,276 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,505 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,442,211 | OtherRevenueAmt |
| Revenue Not Reported | $3,189,992 | RevenueNotReportedAmt |
| Revenue Subtotal | $145,600,599 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $153,840 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$66,697 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $87,143 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $145,687,742 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $142,959,169 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,505 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $66,697 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,202 | ExpensesNotReportedAmt |
| Expenses Subtotal | $142,885,967 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,840 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $153,840 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $143,039,807 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d - Other Adjustments: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 1,442,211. |
| Part XI, Line 4b - Other Adjustments: | SPECIAL EVENT EXPENSE -66,697. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expense 66,697. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL BENEFIT AUCTION | Event1Nm |
| Gross Receipts Event1 | $103,119 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,720 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $83,399 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $10,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,095 | OtherDirectExpensesEvent1Amt |
| Event2 | CLASSIC RACE | Event2Nm |
| Gross Receipts Event2 | $23,486 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $23,486 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $365 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $2,000 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,778 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $499 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $19,306 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,890 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,150 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,740 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $75 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $452 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $10,273 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $200 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,354 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $144,495 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,870 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $117,625 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $365 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,075 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,230 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,772 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,755 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,697 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $50,928 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent250 | Yes (X) | Percent250Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $524,420 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $524,420 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00380 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $21,951,935 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,957,796 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,994,139 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $22,476,355 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,957,796 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,518,559 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11380 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $22,476,355 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,957,796 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,518,559 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11380 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,746,024 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,011,904 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $24,298,481 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $31,254,780 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$6,956,299 | 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 (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 ALBION DIALYSIS REAL ESTATE LLC | |||
| REAL ESTATE | 0.70000 | 0.00000 | 0.30000 |
| 2 OAKLAWN DIALYSIS CENTER OF ALBION LLC | |||
| HEALTHCARE | 0.55000 | 0.00000 | 0.30000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | ELLA E M BROWN CHARITABLE CIRCLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N MADISON STREET | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.OAKLAWNHOSPITAL.ORG | WebsiteAddressTxt |
| State License | 864-281 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAWN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | 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 |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | http://oaklawnhospital.org/wp-content/uploads/2016/03/Calhoun-County-CHNA-2 | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTP://OAKLAWNHOSPITAL.ORG/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 250.000000000000 | 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 |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTPS://OAKLAWNHOSPITAL.ORG/PATIENT-TOOLS/FINANCIAL-ASSISTANCE-PROGRAM-FAP/ | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | http://oaklawnhospital.org/wp-content/uploads/2016/06/Application_Revised_0 | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | http://oaklawnhospital.org/wp-content/uploads/2016/03/About-Your-Bill-broch | 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 |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | 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 |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OAKLAWN HOSPITAL | Part V, Section B, Line 5: OAKLAWN HOSPITAL CONDUCTED THIS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO FURTHER ITS COMMITMENT TO THE COMMUNITY AND TO FULFILL THE REQUIREMENTS OF THE AFFORDABLE CARE ACT. FOR THE PURPOSES OF THIS CHNA, THE DEFINITION OF COMMUNITY IS ALL RESIDENTS OF CALHOUN COUNTY, MICHIGAN. THIS CHNA BEGAN IN OCTOBER 2015 AND WAS COMPLETED AND APPROVED BY OAKLAWN'S BOARD OF DIRECTORS IN MARCH 2016. DATA ON HEALTH NEEDS WERE DERIVED USING THE FOLLOWING METHODS:1. DATA GATHERED AND ANALYZED FROM SECONDARY SOURCES SUCH AS US CENSUS, MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, AND THE CENTER FOR DISEASE CONTROL (CDC)2. A COMMUNITY WIDE SURVEY3. GEOGRAPHIC AND DEMOGRAPHIC BASED FOCUS GROUPS (ALBION COMMUNITY, MARSHALL COMMUNITY, SENIORS, AND INDIVIDUALS CURRENTLY STRUGGLING WITH HOMELESSNESS AND SUBSTANCE ABUSE RECOVERY)4. KEY INFORMANT INTERVIEWS WITH REPRESENTATIVES KNOWLEDGEABLE IN THE COMMUNITY, SERVICE PROVIDERS, HEALTH CARE PROVIDERS, MEDICALLY UNDERSERVED POPULATIONS, MINORITY POPULATIONS, RURAL POPULATIONS, AND BUSINESSESTHIS DATA WAS ANALYZED TO IDENTIFY THE TOP HEALTH NEEDS OF RESIDENT'S OF CALHOUN COUNTY:1. ACCESS TO HEALTHCARE2. CHRONIC DISEASE MANAGEMENT3. HEALTHY LIFESTYLE EDUCATION & SUPPORT4. HEALTH DISPARITIES5. MENTAL HEALTH6. MATERNAL & INFANT HEALTH7. OBESITY & WEIGHT REDUCTION8. OLDER ADULT & SENIOR HEALTH9. SEXUAL HEALTH & STI'S |
| OAKLAWN HOSPITAL | Part V, Section B, Line 6a: IN 2015, OAKLAWN ELECTED TO JOIN WITH SEVERAL COMMUNITY PARTNERS COMING TOGETHER TO CARRY OUT A COUNTYWIDE CHNA, INCLUDING THE IDENTIFICATION OF PRIORITY HEALTH ISSUES AND STRATEGIES TO ADDRESS THOSE ISSUES. THE HOSPITAL FACILITY PARTNER INVOLVED IN THIS EFFORT INCLUDED BRONSON HEALTHCARE GROUP. |
| OAKLAWN HOSPITAL | Part V, Section B, Line 6b: IN 2015, OAKLAWN ELECTED TO JOIN WITH SEVERAL COMMUNITY PARTNERS COMING TOGETHER TO CARRY OUT A COUNTYWIDE CHNA, INCLUDING THE IDENTIFICATION OF PRIORITY HEALTH ISSUES AND STRATEGIES TO ADDRESS THOSE ISSUES. THE PARTNERS INVOLVED IN THIS EFFORT INCLUDED ALBION HEALTH ALLIANCE, BATTLE CREEK COMMUNITY FOUNDATION, CALHOUN COUNTY PUBLIC HEALTH DEPARTMENT, COMMUNITY HEALTHCARE CONNECTIONS, FOUNTAIN CLINIC OF MARSHALL, GRACE HEALTH, INTEGRATED HEALTH PARTNERS, NOTTAWASEPPI HURON BAND OF THE POTAWATOMI HEALTH DEPARTMENT, SENIOR HEALTH PARTNERS, SHARE CENTER, SUMMI POINTE, AND THE UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION. |
| OAKLAWN HOSPITAL | Part V, Section B, Line 11: OAKLAWN ELECTED TO JOIN WITH SEVERAL COMMUNITY PARTNERS COMING TOGETHER TO CARRY OUT A COUNTYWIDE CHNA, INCLUDING THE IDENTIFICATION OF TEN PRIORITY HEALTH ISSUES AND STRATEGIES TO ADDRESS THOSE ISSUES. THE COMMITTEE DEVELOPED A FRAMEWORK FOR COLLECTIVE ACTION THAT INCLUDES BROAD GOALS, POPULATION-BASED MEASURES, AND OVERACHING STRATEGIES FOR EACH OF THE TEN ISSUES IDENTIFIED. INCLUDED BELOW IS ONE STRATEGY EXAMPLE FOR THE GOAL FOR EACH HEALTH ISSUE:1. INCREASE THE PROPORTION OF ADULTS AND CHILDREN WHO ARE AT A HEALTHLY WEIGHT PROVIDE NUTRITION AND PHYSICAL ACTIVITY EDUCATION TO THE COMMUNITY2. INCREASE PROPORTION OF PEOPLE WITH ACCESS TO QUALITY, CULTURALLY COMPETENT PRIMARY AND SPECIALTY MEDICAL AND MENTAL HEALTH SERVICES PROVIDE TRANSPORTATION FOR INDIVIDUALS TO ACCESS SERVICES3. REDUCE THE RATE OF MORTALITY ASSOCIATED WITH DIABETES, HEART DISEASE, AND STROKE INCREASE SCREENINGS FOR CHRONIC DISEASES4. INCREASE THE PROPORTION OF PEOPLE WHO EXPERIENCE POSITIVE MENTAL AND EMOTIONAL WELL- BEING RECRUIT ADDITIONAL MENTAL HEALTH PROVIDERS5. REDUCE THE RATE OF TEEN PREGENCY AMONG ALL DEMOGRAPHIC GROUPS PROVIDE EDUCATION IN THE COMMUNITY ON TEEN PREGENCY6. INCREASE THE PROPORTION OF BIRTHS THAT HAVE A HEALTHY BIRTH OUTCOME PROVIDE HOME-VISITING PROGRAMS TO SUPPORT THE VULNERABLE MOTHERS AND THEIR CHILDREN7. REDUCE THE OVERALL USE/ABUSE OF TOBACCO, PRESCRIPTION DRUGS, RECREATIONAL SUBSTANCES, AND ALCOHOL PROMOTE BEST- PRACTICE POLICIES FOR REDUCING ADDICTIONS8. REDUCE CANCER MORTALITY RATES AMONG ALL DEMOGRAPHIC GROUPS INCREASE ACCESS TO CANCER SCREENING, REFERRAL, AND TREATMENT SERVICES9. REDUCE THE NUMBER OF CHILDREN AND ADULTS WITH DENTAL CARIES EXPERIENCE AND UNTREATED DENTAL DECAY PROVIDE COMMUNITY ACCESS TO ORAL HEALTH SERVICES IN THE COMMUNITY10. DECREASE THE PROPORTION OF THE POPULCATION WITH SEXUALLY TRANSMITTED INFECTIONS PROVIDE COMMUNITY EDUCATION ABOUT SEXUALLY TRANSMITTED INFECTIONSOAKLAWN HOSPITAL INTENDS TO ADDRESS ALL ISSUES IDENTIFIED IN THE MOST RECENTLY CONDUCTED CHNA TO SOME LEVEL. |
| PART V, SECTION B, LINE 7A | THE COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE FOUND ON-LINE AT:http://oaklawnhospital.org/wp-content/uploads/2016/03/Calhoun-County-CHNA-2016-Oaklawn-rt2.pdf |
| PART V, SECTION B, LINE 10A | THE IMPLEMENTATION STRATEGY CAN BE FOUND ON-LINE AT: https://oaklawnhospital.org/about-us/community-health-needs-assessment/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 25 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Wright Medical Office Building | ||||
| 215 E Mansion | Marshall | MI | 49068 | Physician Clinics, Oncology/Chemo Clinic, Physician-Owned Condominiums, Offi |
| 2 - Oaklawn Life Improvement Center | ||||
| 13697 15 Mile Road | Marshall | MI | 49068 | Fitness Center, PT & Wound Clinics |
| 3 - OMG Beadle Lake | ||||
| 14231 Beadle Lake Road | Battle Creek | MI | 49014 | Physician & PT Clinic |
| 4 - Brooks Building | ||||
| 310 E Michigan Ave | Marshall | MI | 49068 | Dialysis Clinic, PFS office |
| 5 - OMG MIFM | ||||
| 14900 Old US-27 N | Marshall | MI | 49068 | Physician Clinic |
| 6 - OFFICE BUILDING | ||||
| 13444 PRESTON DRIVE | MARSHALL | MI | 49068 | HOSPITAL OFFICE |
| 7 - Oaklawn Psychological Services | ||||
| 15209 W Michigan | Marshall | MI | 49068 | Psychological Clinic |
| 8 - Ricketson Building | ||||
| 103 E Mansion | Marshall | MI | 49068 | Physician Clinic, HIM office, Women's Diagnostic Services, Cardiac & Pulmona |
| 9 - OMG Specialty Clinic | ||||
| 203 Winston Drive | Marshall | MI | 49068 | Physician Clinics |
| 10 - OMG Albion | ||||
| 300 B Drive N | Albion | MI | 49224 | Physician & PT Clinic |
| 11 - Oaklawn Specialty Clinic | ||||
| 111 S Hamilton | Marshall | MI | 49068 | Physician Clinic |
| 12 - OMG Tekonsha | ||||
| 2218 Old US 27 N | Tekonsha | MI | 49092 | Physician Clinic |
| 13 - OMG Olivet | ||||
| 202 North Main | Olivet | MI | 49076 | Physician & PT Clinic |
| 14 - Staff Lodging House | ||||
| 215 High | Marshall | MI | 49068 | On-call staff lodging |
| 15 - Oaklawn Holistic Center Rental Property | ||||
| 15217 W Michigan | Marshall | MI | 49068 | Physician Clinic |
| 16 - OMG Central Billing Office | ||||
| 106 E Michigan | Marshall | MI | 49068 | Leased space - physician billing office |
| 17 - OMG Bellevue | ||||
| 205 North Main | Bellevue | MI | 49021 | Physician Clinic |
| 18 - OMG Homer | ||||
| 420 S Hillsdale | Homer | MI | 49245 | Physician Clinic |
| 19 - Oaklawn Homecare | ||||
| 122 High | Marshall | MI | 49068 | Home Health Care |
| 20 - Oaklawn Home Medical Equipment | ||||
| 413 E Michigan | Marshall | MI | 49068 | Durable Medical Equipment |
| 21 - Oaklawn Sleep Center | ||||
| 401 E Michigan | Marshall | MI | 49068 | Physician Clinic |
| 22 - Oaklawn Hospice | ||||
| 110 High | Marshall | MI | 49068 | Hospice |
| 23 - Office Building | ||||
| 116 E Prospect | Marshall | MI | 49068 | Hospital office |
| 24 - OMG Orthopedics | ||||
| 1174 W Michigan | Marshall | MI | 49068 | Leased space -Physician Clinic |
| 25 - Draw Station | ||||
| 115 Market Place | Albion | MI | 49224 | Laboratory draw station |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7: | A COST-TO-CHARGE RATIO WAS USED TO COMPLETE THE CHARITY CARE (LINE 7A) AND MEANS-TESTED GOVERNMENT PROGRAMS (LINE 7B). THE COST-TO-CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 THAT ACCOMPANIES THE INSTRUCTIONS TO THIS SCHEDULE. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 6,746,024. |
| Part II, Community Building Activities: | THE COMMUNITY BUILDING ACTIVITIES THAT OAKLAWN PARTICIPATES IN INCLUDE SERVING ON COMMITTEES AND BOARDS WITHIN THE COMMUNITY AND SURROUNDING AREAS. THESE INCLUDE BUT ARE NOT LIMITED TO, REGIONAL HEALTH ALLIANCE, FOUNTAIN CLINIC BOARD, MARSHALL SCHOOL BOARD, CISD SCHOOL WELLNESS PROGRAM AND HABITAT FOR HUMANITY. THESE AND OTHER ORGANIZATIONS WORK TO PROMOTE AWARENESS OF HEALTHY LIVING ALONG WITH ECONOMIC DEVELOPMENT. WHEN AN ECONOMY IS HEALTHY THE RESIDENTS ARE HEALTHIER. |
| Part III, Line 2: | FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD IT IS DETERMINED TO BE UNCOLLECTIBLE. |
| Part III, Line 3: | MANAGEMENT BELIEVES THAT APPROXIMATELY 15% OF THE TOTAL BAD DEBT EXPENSE SHOULD BE TREATED AS COMMUNITY BENEFIT. |
| Part III, Line 4: | ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES. AN ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS AND INTERIM PAYMENT ADVANCES IS BASED ON EXPECTED PAYMENT RATES FROM PAYORS BASED ON CURRENT REIMBURSEMENT METHODOLOGIES. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALULATING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECIEVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD IT IS DETERMINED TO BE UNCOLLECTIBLE. |
| Part III, Line 8: | THE MEDICARE SURPLUS (SHORTFALL), TAKEN FROM THE MEDICARE COST REPORT, WAS CALCULATED USING A COST-TO-CHARGE RATIO METHODOLOGY. THE MARCH 31, 2017 MEDICARE COST REPORT WAS UTILIZED FOR THIS TAX RETURN. ALL OF THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT BECAUSE SERVICES WERE PROVIDED AT LESS THAN OUR COSTS. |
| Part III, Line 9b: | IF THE PATIENT QUALIFIES FOR CHARITY, THE CHARITY WRITE-OFF IS TAKEN REGARDLESS OF THE PAYMENT OF THE BALANCE, WHICH WILL FOLLOW THE NORMAL BILLING CYCLE. EVERY ATTEMPT SHOULD BE MADE TO SECURE PAYMENT ARRANGEMENTS FOR THE BALANCE OWING AT THE TIME THE CHARITY CARE IS APPROVED. PROMPT PAY DISCOUNTS DO NOT APPLY SINCE THE ACCOUNT HAS ALREADY BEEN DISCOUNTED. |
| Part VI, Line 2: | DURING ANNUAL BUDGET REVIEW AND PLANNING CYCLES, OAKLAWN ASSESSES THE HEALTHCARE NEEDS OF THE PEOPLE IN COMMUNITIES IT SERVES THROUGH PUBLIC HEALTH DATA PROVIDED AT THE COUNTY LEVEL BY CALHOUN DEPARTMENT OF PUBLIC HEALTH AND THE COORDINATING COUNCIL. THESE RESOURCES ARE COMPLEMENTED BY THE HOSPITAL'S PROPRIETARY SERVICE UTILIZATION DATA, ALONG WITH MARKET DATA FROM THE MICHIGAN INPATIENT AND OUTPATIENT DATABASES (MIDB/MODB) AND SYNDICATED PUBLIC HEALTH/USAGE DATA TO WHICH IT SUBSCRIBES. OAKLAWN FURTHER REQUIRES THAT COMMUNITY/PATIENT HEALTH NEED BE ESTABLISHED AS PART OF JUSTIFYING NEW OR EXPANDED SERVICES, AND CAPITAL EXPENDITURES.ULTIMATELY, A COMMUNITY HEALTH NEEDS ASSESSMENT IS THE PROCESS OF GATHERING INFORMATION AND FEEDBACK ABOUT THE HEALTH STATUS OF A COMMUNITY TO IDENTIFY PROGRAMS AND INITIATIVES THAT WILL CONTRIBUTE TO IMPROVED HEALTH STATUS. DURING FISCAL YEAR ENDED 3/31/16, OAKLAWN CONDUCTED A FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT OF THE 22 ZIP CODES IN ITS SERVICE AREA. CONSISTENT WITH THE MARCH 2010 PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010, OAKLAWN'S INITIATIVE HAS FOUR KEY FEATURES:A. INFORMATION AND FEEDBACK OBTAINED FROM A VARIETY OF SOURCES.B. COMMUNITY LEADERS, HEALTH CARE PROVIDERS, RESIDENTS AND OTHER KEY AUDIENCES FULLY PARTICIPATE IN THE PROCESS.C. PROCESS SERVES TO IDENTIFY, THEN PRIORITIZE, UNMET OR UNDER-MET HEALTH NEEDS.D. RESULTS UTILIZED TO DEVELOP AND IMPLEMENT PROGRAMS AND INITIATIVES THAT CONTRIBUTE TO IMPROVED HEALTH STATUS IN OAKLAWN'S SERVICE AREA. |
| Part VI, Line 3: | OAKLAWN HOSPITAL MAKES BROCHURES CALLED "ABOUT YOUR HOSPITAL BILL" WHICH ARE AVAILABLE TO OUR PATIENTS BY HANDING THEM OUT AND HAVING THEM IN WAITING ROOMS ETC. OAKLAWN HOSPITAL CALLS PATIENTS THAT HAVE LARGE BALANCES ($5,000 AND OVER) AND MAKE THEM AWARE OF THE ASSISTANCE THAT IS AVAILABLE. OAKLAWN HOSPITAL INCLUDES A STANDARD MESSAGE ON OUR STATEMENTS MAKING PATIENTS AWARE THAT ASSISTANCE MAY BE AVAILABLE. PATIENTS ARE ALSO EDUCATED ABOUT ASSISTANCE AVAILABLE WHEN HARDSHIP IS MENTIONED (INCLUDING INABILITY TO PAY TIMELY AND/OR NEEDING LONG TERM PAYOFFS) DURING PHONE CALLS WITH PATIENT FINANCIAL SERVICES. REGISTRARS ARE ALSO TRAINED TO DIRECT PATIENT TO PFS IF THEY EXPRESS ANY CONCERN WITH PAYING THEIR BILL.OAKLAWN HOSPITAL'S PATIENT CARE RESPONSIBILITY COVERS HEALTH CARE NEEDS FOR UNDERINSURED AND UNINSURED AREA RESIDENTS SEEKING TREATMENT THROUGH OUR EMERGENCY AND URGENT CARE FACILITIES, AND AT THE HOSPITAL. OAKLAWN WORKS PROACTIVELY TO ENROLL QUALIFIED AREA RESIDENTS IN OUR CHARITY CARE PROGRAM, AND TO ASSIST THEM WITH MEDICAID APPLICATIONS IF APPROPRIATE. THIS SUPPORTS THE ACTUAL CARE PROCESS NOT ONLY FOR PATIENTS BUT FOR PROVIDERS AS WELL. IT SAVES THE HOSPITAL TIME AND EFFORT, AND KEEPS PEOPLE FROM HAVING MORE SUBSTANTIAL PROBLEMS WITH CREDIT AGENCIES. OAKLAWN'S PATIENT CARE SUBSIDIES TO ASSIST THE AREA'S UNINSURED AND UNDERINSURED RESIDENTS HAVE INCREASED STEADILY SINCE 2000, AND MORE MARKEDLY IN THE PAST THREE YEARS DUE TO THE ECONOMY. OAKLAWN IS SIMILAR TO ALL NONPROFIT HOSPITALS AND WILL WRITE OFF LARGE AMOUNTS OF MONEY EACH YEAR AS THE NUMBER OF PEOPLE WHO SIMPLY CANNOT PAY FOR THEIR HEALTHCARE SERVICES PERSISTS AT A HIGH LEVEL. THESE PEOPLE INCLUDE THOSE WHO:- HAVE ABSOLUTELY NO INSURANCE;- ARE "UNDERINSURED AND CANNOT AFFORD TO MAKE UP THE DIFFERENCE OF WHAT THEIR INSURANCE PAYS FOR THE ACTUAL COSTS INCURRED FOR THEIR CARE;- ARE PART OF THE UNDER-REIMBURSED MEDICARE OR MEDICAID PROGRAMS.OAKLAWN HOSPITAL PROVIDES PATIENT CARE WITHOUT DISCRIMINATION ON THE BASIS OF RACE, SEX, OR RELIGIOUS AFFILIATION. CHARITY CARE NEEDS ARE DETERMINED IN ACCORDANCE WITH ESTABLISHED GUIDELINES THAT ARE UPDATED ANNUALLY BY THE FEDERAL CENTER FOR MEDICARE AND MEDICAID SERVICES (FORMERLY THE DEPARTMENT OF HEALTH & HUMAN SERVICES). THOSE RECEIVING COMPENSATED PATIENT CARE INCLUDE ALL AGES AND BOTH GENDERS, AND MAY BE ASSISTED FOR MENTAL HEALTH AS WELL AS MEDICINE AND MEDICAL CARE. OAKLAWN DOES NOT RECORD AND TRACK RACIAL/ETHNIC GROUPS OF OUR PATIENTS IN PROVISION OF CHARITY CARE. |
| Part VI, Line 4: | OAKLAWN HOSPITAL'S SERVICE AREA INCLUDES CALHOUN COUNTY, MICHIGAN, AND PARTS OF BRANCH AND EATON COUNTIES. OVERALL, THE HOSPITAL SERVES AN ESTIMATED MARKET POPULATION OF 178,840 FROM THE 22 ZIP CODES COMPRISING ITS SERVICE AREA. ACCORDING TO THE US CENSUS FINDINGS, CALHOUN COUNTY'S POPULATION (CLOSEST PROXY TO THE SERVICE AREA) SKEWS SIGNIFICANTLY OLDER THAN NATIONAL AND STATE AVERAGES, AT A MEDIAN AGE OF 39.2 YEARS COMPARED TO 37.6 AND 37.2 YEARS RESPECTIVELY. BY RACE AND ETHNICITY, 96.9% OF THE COUNTY'S POPULATION SELF-REPORTS AS ONE RACE, VERSUS 97.7% (MICHIGAN) AND 97.3% (US). IT IS 82.2% WHITE; 10.9% BLACK/AFRICAN AMERICAN; 0.6% AMERICAN INDIAN/ALASKA NATIVE; AND 1.6% ASIAN. THE COUNTY'S CENSUS SHOWED 4.5% CLAIM HISPANIC/LATINO OF ANY RACE. OAKLAWN WAS FOUNDED IN 1925 AS A 12-BED HOSPITAL IN A RESIDENTIAL HOME IN MARSHALL, MICHIGAN, AND HAS SINCE EVOLVED INTO A HIGHLY-REGARDED REGIONAL HEALTH CARE ORGANIZATION, LICENSED FOR 77 ACUTE CARE BEDS AND A 17-BED INPATIENT PSYCHIATRIC UNIT. ITS ACTIVE, COURTESY, AND CONSULTING MEDICAL STAFF CONSISTS OF MORE THAN 150 PHYSICIANS REPRESENTING 34 SPECIALTIES. THE HOSPITAL HAS CONTINUED TO BE AN INDEPENDENTLY OWNED NON-PROFIT HOSPITAL, WITH ITS MAIN CAMPUS RESIDING ON THE SAME SITE AS THE ORIGINAL HOSPITAL. |
| Part VI, Line 5: | HOSPITALS ARE ALREADY KNOWN AS LOCAL CAREGIVERS AND MAJOR EMPLOYERS, BUT THEY MUST ALSO BECOME MORE RECOGNIZED AS COMMUNITY STEWARDS, AFFIRMING THEIR PURPOSE AS TAX-EXEMPT ENTITIES. THE MICHIGAN HOSPITAL & HEALTH ASSOCIATION'S ANNUAL COMMUNITY BENEFITS SURVEY IS OAKLAWN HOSPITAL'S PRIMARY OPPORTUNITY TO PRESENT THE ENTIRETY OF ITS COMMUNITY BENEFIT PROGRAMS AND SERVICES AND TO PROMOTE THE SUCCESS AND IMPACT OF THESE PROGRAMS AND SERVICES. OAKLAWN'S "COMMUNITY BENEFITS" REACHED $17,774,209 IN 2010, THE MOST RECENT REPORTING YEAR AVAILABLE. THE HOSPITAL CONTRIBUTED FINANCIAL OR IN-KIND BENEFITS OF $635,699 TOWARD IMPROVED HEALTH SERVICES, $1,765,000 IN MEDICAL EDUCATION AND RESEARCH, AND $293,246 TO COMMUNITY-BUILDING EFFORTS. OAKLAWN PROVIDED $15.08 MILLION IN UNCOMPENSATED MEDICAL CARE IN 2010, INCLUDING $672,702 IN CHARITY CARE, $2,216,000 IN BAD DEBTS, AND $12,191,672 IN "BELOW COST" REIMBURSEMENTS FROM MEDICAID, MEDICARE, AND OTHER GOVERNMENT-AUTHORIZED PROGRAMS.A MONTHLY "WHAT'S HAPPENING AT OAKLAWN" SCHEDULE IS PUBLISHED IN AREA NEWSPAPERS AND ONLINE AT OAKLAWN'S WEB SITE TO SHOWCASE THE MONTH'S COMMUNITY PROGRAM OFFERINGS AND EVENTS. FURTHER, OAKLAWN ALIGNS WITH AREA SCHOOLS, COMMUNITY AGENCIES, HEALTH CLINICS, AND HEALTHCARE COLLABORATIONS TO PROVIDE EXPERTISE, SERVICES AND PUBLIC HEALTH EVENT SUPPORT ONGOING. |
| Part VI, Line 7, Reports Filed With States | MI |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GINGER WILLIAMS MD FACEP FACHE | ||||||||||||||
| President & CEO | $446,844 | $0 | $126,456 | $0 | $273,395 | $0 | $5,300 | $0 | $3,646 | $0 | $855,641 | $0 | $0 | $0 |
| GREGG BEEG | ||||||||||||||
| Chief Financial Officer | $256,480 | $0 | $49,712 | $0 | $0 | $0 | $5,300 | $0 | $8,772 | $0 | $320,264 | $0 | $0 | $0 |
| SHARON THOMAS-BOYD | ||||||||||||||
| Chief Support & Ancillary | $191,588 | $0 | $31,265 | $0 | $116,200 | $0 | $4,505 | $0 | $14,800 | $0 | $358,358 | $0 | $0 | $0 |
| MARTIN GOINS III MD | ||||||||||||||
| CHIEF OF STAFF | $337,000 | $0 | $17,600 | $0 | $17,012 | $0 | $5,300 | $0 | $16,236 | $0 | $393,148 | $0 | $0 | $0 |
| THERESA DAWSON | ||||||||||||||
| CHIEF NURSING OFFICER | $184,154 | $0 | $33,300 | $0 | $0 | $0 | $4,381 | $0 | $1,764 | $0 | $223,599 | $0 | $0 | $0 |
| SUBHASH THAKUR | ||||||||||||||
| MD | $522,953 | $0 | $201,000 | $0 | $9,014 | $0 | $5,300 | $0 | $21,473 | $0 | $759,740 | $0 | $0 | $0 |
| FARID ZAYED | ||||||||||||||
| MD | $539,258 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,473 | $0 | $560,731 | $0 | $0 | $0 |
| MORAD TEHRANI | ||||||||||||||
| MD | $386,968 | $0 | $0 | $0 | $143,732 | $0 | $0 | $0 | $14,706 | $0 | $545,406 | $0 | $0 | $0 |
| MICHAEL STERRETT | ||||||||||||||
| MD | $530,000 | $0 | $171,180 | $0 | $0 | $0 | $5,300 | $0 | $3,489 | $0 | $709,969 | $0 | $0 | $0 |
| KURT PIATKOWSKI | ||||||||||||||
| MD | $586,900 | $0 | $0 | $0 | $11,750 | $0 | $5,300 | $0 | $9,125 | $0 | $613,075 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | THE ORGANIZATION PROVIDES A FITNESS CLUB MEMBERSHIP TO ALL EMPLOYEES. |
| Part I, Lines 4a-b | MORAD TEHRANI RECEIVED A SEVERANCE PAYMENT DURING THE YEAR IN THE AMOUNT OF $143,732. GINGER WILLIAMS, SHARON BOYD-THOMAS, THERESA DAWSON, AND GREGG BEEG ALL PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
| Part I, Line 7 | ORGANIZATION HAS A BONUS PLAN IN PLACE, IT IS BASED ON THE INDIVIDUAL ACHIEVEMENT OF PRESET OAKLAWN HOSPITAL GOALS. THESE GOALS ARE A COMBINATION OF FINANCIAL, CLINICAL, DEVELOPMENT AND INDIVIDUAL SPECIFIC OBJECTIVES. THE DETERMINATION OF THE ACHIEVEMENT OF THESE GOALS IS MADE BY THE PRESIDENT/CEO AND FOR THE PRESIDENT/CEO BY THE BOARD OF DIRECTORS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF CALHOUN HOSPITAL FINANCE AUTHORITY | ||||||||
| A | 386004358 | noneavail | 2008-11-05 | $8,000,000 | CURRENT REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
| COUNTY OF CALHOUN HOSPITAL FINANCE AUTHORITY | ||||||||
| B | 386004358 | 12964UAK8 | 2016-11-01 | $68,516,856 | CURRENT REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,690,000 | $8,000,000 | $8,000,000 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $68,517,019 | $67,158,531 | 2018 | Yes (1) | 0 | 0 | Yes (1) | $1,253,297 | $105,191 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE A, COLUMN (F): | DATE OF ISSUANCE OF PRIOR BOND ISSUE CURRENTLY REFUNDED: 12/22/2005 |
| PART I, LINE B, COLUMN (F): | ALSO REFINANCED CONVENTIONAL BANK LOANS AND FINANCED TERMINATION OF THREE QUALIFIED HEDGES RELATING TO REFUNDED BOND ISSUES |
| PART I, LINE B, COLUMN (F): | DATES OF ISSUANCE OF PRIOR BOND ISSUES CURRENTLY REFUNDED: 12/22/2009, 12/22/2009, 12/23/2010 |
| PART II, LINE 3, COLUMN (B): | DIFFERENCE BETWEEN THIS FIGURE AND THAT IN PART 1, LINE D, COLUMN (E) ATTRIBUTABLE TO INVESTMENT EARNINGS |
| PART II, LINE 11, COLUMN (B): | SUM EQUAL TO PROCEEDS SPENT ON CURRENT REFUNDINGS OF PRIOR BOND ISSUES + REFUNDINGS OF CONVENTIONAL BANK LOANS + TERMINATION OF QUALIFIED HEDGES |
| PART II, LINE 12, COLUMN (B): | PROCEEDS PENDING DISBURSEMENT FOR COSTS OF ISSUANCE DURING 2018 |
| PART IV, LINE 2C, COLUMN (A): | DATE OF COMPUTATION WAS OCTOBER 31, 2013 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A DRAFT OF THE FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT/CEO. |
| Form 990, Part VI, Section B, line 12c | THE CONFLICT OF INTEREST POLICY IS SUBMITTED TO EACH BOARD MEMBER ANNUALLY AND EACH MEMBER ACKNOWLEDGES RECEIPT IN WRITING S0 THAT THE MEMBERS ARE CONTINUOUSLY AWARE OF THE POLICY. IT IS THE DUTY OF THE COMPLIANCE OFFICER TO PERIODICALLY MONITOR COMPLIANCE WITH THE POLICY AND REPORT THE RESULTS OF THIS REVIEW TO THE BOARD OF DIRECTORS. After the material information has been disclosed and the potential conflict analyzed, if no conflict of interest exists, the disclosure, analysis and resolution shall be documented and submitted as directed in the above procedure. If a conflict is identified, then measures shall be instituted for management of the conflict. In most instances, disclosure of the conflicting or potentially conflicting interest may itself suffice to protect the integrity of the activity. In other words, once such a conflict is fully disclosed to the pertinent parties, often they will be able to take into consideration the possible influence of disclosed interest. For those instances where disclosure alone will not protect the integrity of the activity, conflict resolution strategies may include, but are not limited to, the following: - Full disclosure of potential conflicts to the decision-making body before action is taken that may be affected by the potential conflict - Removal from a part(s) of the decision-making process - Removal from final decision-making process - Retention of equity until decision is completed |
| Form 990, Part VI, Section B, line 15 | A BOARD SUBCOMMITTEE REVIEWS THE COMPENSATION PACKAGE ANNUALLY WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTING FIRM. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR ENDING MARCH 31, 2017. |
| Form 990, Part VI, Section C, line 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST |
| Form 990, Part XI, line 9: | change in fair value of interest swap agreements 1,442,211. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBION DIALYSIS REAL ESTATE LLC | |||||||||||||
| 203 NORTH MADISON | MARSHALL | MI | 49068 | 811548893 | REAL ESTATE | MI | ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) | EXCLUDED | $33,389 | $1,757,046 | 0 | Yes (1) | 0.70000 |
| OAKLAWN PAIN MANAGEMENT CENTER LLC | |||||||||||||
| 200 N MADISON AVE | MARSHALL | MI | 49068 | 474876605 | HEALTHCARE | MI | ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) | EXCLUDED | $63,548 | $102,453 | 0 | Yes (1) | 0.51000 |
| OAKLAWN DIALYSIS CENTER OF ALBION LLC | |||||||||||||
| 350 B DRIVE NORTH | ALBION | MI | 49233 | 474284465 | HEALTHCARE | MI | ELLA E M BROWN CHARITABLE CIRCLE (DBA OAKLAWN HOSPITAL) | EXCLUDED | -$143,489 | $1,292,290 | 0 | Yes (1) | 0.55000 |
| 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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