THREE RIVERS HEALTH SYSTEM INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THREE RIVERS HEALTH SYSTEM INC (EIN 45-1257972)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349310303
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T13:48:39-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker Dr Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063392ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN451257972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Three Rivers Health System IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHREBusinessNameControlTxt
Phone2692781145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 S Health ParkwayAddressLine1Txt
CityThree RiversCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeffrey CostelloPersonNm
Person TitleCFOPersonTitleTxt
Phone2692781145PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Three Rivers HealthBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMaria BehrPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 S Health ParkwayAddressLine1Txt
CityThree RiversCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49093ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$80,259,416GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.beaconhealthsystem.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionWe deliver outstanding care, inspire health, and connect with heart.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee525TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$761,266PYContributionsGrantsAmt
CY Contributions Grants$516,931CYContributionsGrantsAmt
PY Program Service Revenue$71,858,061PYProgramServiceRevenueAmt
CY Program Service Revenue$77,774,134CYProgramServiceRevenueAmt
PY Investment Income$305,817PYInvestmentIncomeAmt
CY Investment Income$684,943CYInvestmentIncomeAmt
PY Other Revenue$882,982PYOtherRevenueAmt
CY Other Revenue$1,274,967CYOtherRevenueAmt
PY Total Revenue$73,808,126PYTotalRevenueAmt
CY Total Revenue$80,250,975CYTotalRevenueAmt
PY Grants And Similar Paid$7,792PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$32,769CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,346,399PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$36,742,366CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$40,566,733PYOtherExpensesAmt
CY Other Expenses$36,915,776CYOtherExpensesAmt
PY Total Expenses$73,920,924PYTotalExpensesAmt
CY Total Expenses$73,690,911CYTotalExpensesAmt
PY Revenues Less Expenses-$112,798PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,560,064CYRevenuesLessExpensesAmt
Total Assets BOY$54,102,951TotalAssetsBOYAmt
Total Assets EOY$62,993,423TotalAssetsEOYAmt
Total Liabilities BOY$10,524,344TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,694,299TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$43,578,607NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,299,124NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWe deliver outstanding care, inspire health, and connect with heart.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$57,546,631ExpenseAmt
Grant$32,769GrantAmt
Revenue$78,786,420RevenueAmt
DescIn 2024, The Center for Wound Healing continues to serve this community well offering hyperbaric oxygen therapy and an average healing rate above the state and national average. Having this service line available has proven to allow patients to keep limbs when otherwise travel would be difficult, and treatment may not be possible. Podiatry and Internal Medicine have continued to play an integral role at the Center with regards to wound debridement and offering an interdisciplinary approach to healing and limb retention. Oncology services remained down. This service line is viewed as a community need; therefore, we persevered through low volumes serving all those who were able. We have had provider changes and are making plans to have a system Oncology Service line. Outpatient infusions continue to be a service need provided on a 24/7 basis. Outpatient therapies (PT, OT and speech) along with Cardiac Rehab are all located on the campus that allow for local care to an underserved community. Three Rivers Health continues to offer many services that would otherwise be impossible for some of the community due to lack of resources and support. These services may or may not be strong revenue stream, but are rendered as part of the organization's mission to deliver outstanding care, inspire health and connect with heart. We continue to work to provide high-quality, close to home, and at reasonable cost healthcare; striving to meet the needs of the communities we serve.Desc
Total Program Service Expenses$57,546,631TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee525EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeffrey CostelloBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5746473549PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 N Michigan StreetAddressLine1Txt
CitySouth BendCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Linda Evans MD
Director, Physician40.000.00Yes (X)$208,381$0$27,723
Adam Goff OD
Director2.000.00Yes (X)$1,016$0$0
Laurie A Hines
Chair2.000.00Yes (X)$200$0$0Yes (X)
Raymond L Bendure PhD
Vice Chair2.000.00Yes (X)$200$0$0Yes (X)
Rick Cordes
Secretary2.000.00Yes (X)$200$0$0Yes (X)
Jennifer Platz
Director2.000.00Yes (X)$200$0$0
Jim Stuck
Director2.000.00Yes (X)$200$0$0
Ed Reed
Director2.000.00Yes (X)$200$0$0
Kreg R Gruber
CEO2.0050.00$0$1,848,714$287,708Yes (X)
Jeffrey P Costello
CFO2.0050.00$0$1,077,612$188,598Yes (X)
Maria A Behr
President40.000.00$0$379,565$102,861Yes (X)
Erika L Dearing
Employed Physician40.000.00$372,909$0$63,720Yes (X)
Jessica Puckett
Employed Physician40.000.00$369,923$0$49,643Yes (X)
Alyssa Erskine
Employed Physician40.000.00$340,560$0$59,545Yes (X)
James MacDonald
Employed Physician40.000.00$324,689$0$68,220Yes (X)
Todd M Ozdych
Employed Physician40.000.00$328,932$0$57,291Yes (X)
Hope Bailey
Former VP Nursing0.000.00$258,447$0$55,905Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,206,057TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,305,891TotReportableCompRltdOrgAmt
Total Other Compensation$961,214TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K61IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Clinical Colleagues Inc
1765 E Nine Mile RdPensacolaFL32514Anesthesia Services$2,329,988
Kalamazoo Foot & Ankle Specialists PLC
12057 West Indian Lake DrVicksburgMI49097Physician Services$2,081,204
Elite Emergency Physicians Inc
600 East BlvdElkhartIN46514Physician Services$738,666
West Michigan Ear Nose & Throat
3850 Glenkerry CourtPortageMI49024Physician Services$661,248
Panamerican Hospitalists PLLC
50755 Brookside DriveGrangerIN46530Physician Services$562,843
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt
Related Organizations$2,130RelatedOrganizationsAmt
Government Grants$514,801GovernmentGrantsAmt
Total Contributions$516,931TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Net Patient Revenue622110$76,872,159$76,872,159
iMed Shared Service622110$563,064$563,064
Affiliated Rental Revenue532000$300,000$300,000
Pharmacy Sales456110$35,571$35,571
Medical Services to Affiliates622110$3,340$3,340
FieldValueIRS element (for citing)
Total Program Service Revenue$77,774,134TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$689,743TotalRevenueColumnAmt
Exclusion$689,743ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$264,822RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,141RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$262,681RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$262,681TotalRevenueColumnAmt
Exclusion$262,681ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$1,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$6,300OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$4,800OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,800TotalRevenueColumnAmt
Exclusion-$4,800ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
340B456110$662,345$662,345
Quality Incentive622110$179,370$179,370
Cafeteria Sales622110$104,752$104,752

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,819TotalRevenueColumnAmt
Related Or Exempt Func Income$65,819RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,012,286OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,250,975TotalRevenueColumnAmt
Related Or Exempt Func Income$78,786,420RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$947,624ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,769TotalAmt
Program Services$32,769ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$484,643TotalAmt
Management And General$484,643ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$550,455TotalAmt
Management And General$550,455ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$29,970,543TotalAmt
Program Services$25,684,755ProgramServicesAmt
Management And General$4,285,788ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$546,596TotalAmt
Program Services$468,433ProgramServicesAmt
Management And General$78,163ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,314,667TotalAmt
Program Services$2,840,670ProgramServicesAmt
Management And General$473,997ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,875,462TotalAmt
Program Services$1,607,271ProgramServicesAmt
Management And General$268,191ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$572,397TotalAmt
Management And General$572,397ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,012TotalAmt
Management And General$14,012ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total-$9,719TotalAmt
Management And General-$9,719ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$2,230TotalAmt
Program Services$1,911ProgramServicesAmt
Management And General$319ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$141,238TotalAmt
Management And General$141,238ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,409,826TotalAmt
Program Services$6,350,273ProgramServicesAmt
Management And General$1,059,553ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,822TotalAmt
Program Services$1,561ProgramServicesAmt
Management And General$261ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,310,607TotalAmt
Program Services$1,123,192ProgramServicesAmt
Management And General$187,415ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$395TotalAmt
Program Services$339ProgramServicesAmt
Management And General$56ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,471,489TotalAmt
Program Services$1,262,847ProgramServicesAmt
Management And General$208,642ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$95,327TotalAmt
Program Services$81,695ProgramServicesAmt
Management And General$13,632ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$61,111TotalAmt
Program Services$52,372ProgramServicesAmt
Management And General$8,739ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$53,737TotalAmt
Program Services$46,053ProgramServicesAmt
Management And General$7,684ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,046,746TotalAmt
Program Services$1,754,061ProgramServicesAmt
Management And General$292,685ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$568,208TotalAmt
Program Services$486,954ProgramServicesAmt
Management And General$81,254ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Medical Supplies$7,168,820$7,168,820
Management Fees$6,789,322$6,789,322
Bad Debt Expense$4,773,776$4,773,776
Dues & Subscriptions$3,954,049$3,388,620$565,429

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$490,383TotalAmt
Program Services$420,259ProgramServicesAmt
Management And General$70,124ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,690,911TotalAmt
Program Services$57,546,631ProgramServicesAmt
Management And General$16,144,280ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$935BOYAmt
EOY$1,035EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,054,651BOYAmt
EOY$20,505,970EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$138,791BOYAmt
EOY$126,066EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,055,134BOYAmt
EOY$12,961,816EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$495BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,031,334BOYAmt
EOY$1,027,007EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$217,204BOYAmt
EOY$211,145EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,841,214LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,403,872LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,682,114BOYAmt
EOY$23,437,342EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,922,293BOYAmt
EOY$4,723,042EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$54,102,951BOYAmt
EOY$62,993,423EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,580,863BOYAmt
EOY$6,374,738EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$32,889BOYAmt
EOY-$17,458EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,933,947BOYAmt
EOY$2,583,733EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,976,645BOYAmt
EOY$2,753,286EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,524,344BOYAmt
EOY$11,694,299EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,578,607BOYAmt
EOY$51,299,124EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,578,607BOYAmt
EOY$51,299,124EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,102,951BOYAmt
EOY$62,993,423EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,560,064ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,628NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,157,825OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$2,230OtherActivitiesAmt
Total Lobbying Expenditures$2,230TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThree Rivers Health paid dues to the following organizations for which the amount or percentage listed was attributed to lobbying: ACOG (American College of Obstetricians and Gynecologists) - 20% MHA (Michigan Health & Hospital Association) - 10% ACEND (Academy of Nutrition and Dietetics) - 10% MAHC (Michigan Home Care Hospice Association) - 20% ASHT (American Society of Hand Therapists) - 20% AOTA (American Occupational Therapy Association) - 20% AASM (American Academy of Sleep Medicine) - 20% ACHE (American College of Healthcare Executives) - 1% When unable to ascertain allocation of dues attributed to lobbying, a conservative estimate of 20% is applied.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,456,771BeginningYearBalanceAmt
Contributions$9,625,097ContributionsAmt
Investment Earnings Or Losses$2,320,861InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,428,203GrantsOrScholarshipsAmt
End Year Balance$49,974,526EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,758,960BeginningYearBalanceAmt
Contributions$2,440,358ContributionsAmt
Investment Earnings Or Losses$2,682,416InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,424,963GrantsOrScholarshipsAmt
End Year Balance$42,456,771EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$46,675,184ContributionsAmt
Investment Earnings Or Losses-$4,645,969InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,270,255GrantsOrScholarshipsAmt
End Year Balance$38,758,960EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.67190BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32810TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,502,266OtherCostOrOtherBasisAmt
Book Value$6,502,266BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,359,826OtherCostOrOtherBasisAmt
Depreciation$1,830,518DepreciationAmt
Book Value$11,529,308BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,979,122OtherCostOrOtherBasisAmt
Depreciation$4,573,354DepreciationAmt
Book Value$5,405,768BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$23,437,342TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Other Receivables$468,347
Third Party Receivables$4,254,695
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,723,042TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescThird Party PayablesDesc
Amt$2,753,286Amt
FieldValueIRS element (for citing)
Total Liability$2,753,286TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Net assets with donor restrictions consist of assets whose use is limited by donor imposed, time and/or purpose restrictions. In accordance with the restriction, a majority of the investment income and investment gains or losses from these net assets are restricted by the donor for a specific purpose. A specified portion of income earned by the net assets is released from restriction and used for operations each year and, therefore, is included in the consolidated statements of operations and changes in net assets as other revenue. The board has discretion to utilize each year the incomes, revenues and profits arising and accruing from the endowments in defraying costs associated with the trust and the remainder for support, betterment, improvement, upkeep, expansion and replacement of Beacon Health System, Inc. and its corporate affiliates.
Part X, Line 2:ASC 740, Income Taxes, requires that realization of an uncertain income tax position is more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it is recognized in the consolidated financial statements as the amount most likely to be realized assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. No amount was recorded for the years ended December 31, 2024 or 2023.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,913,662TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,913,662NetCommunityBenefitExpnsAmt
Total Expense0.05680TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$17,328,249TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,712,554DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$21,241,911TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,712,554DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,913,662NetCommunityBenefitExpnsAmt
Total Expense0.05680TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$633,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$633,000NetCommunityBenefitExpnsAmt
Total Expense0.00920TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$9,426,261TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,420,122DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,006,139NetCommunityBenefitExpnsAmt
Total Expense0.05810TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$32,450TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$32,450NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,091,711TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,420,122DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,671,589NetCommunityBenefitExpnsAmt
Total Expense0.06780TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$31,333,622TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$25,132,676DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,585,251NetCommunityBenefitExpnsAmt
Total Expense0.12460TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$4,773,776BadDebtExpenseAmt
Bad Debt Expense Attributable$1,524,888BadDebtExpenseAttributableAmt
Reimbursed By Medicare$2,075,149ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$6,447,166CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$4,372,017MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Three Rivers HealthBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 S Health ParkwayAddressLine1Txt
CityThree RiversCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49093ZIPCd
FieldValueIRS element (for citing)
State License1060000006StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1Three Rivers HealthBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttps://impact.beaconhealthsystem.org/chna/OwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLhttps://impact.beaconhealthsystem.org/chna/StrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLhttps://www.beaconhealthsystem.org/patients-and-visitors/FAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLhttps://www.beaconhealthsystem.org/patients-and-visitors/FAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLhttps://www.beaconhealthsystem.org/patients-and-visitors/FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Three Rivers HealthPart V, Section B, Line 5: Beacon Health System's 2024 Community Health Needs Assessment (CHNA) represents more than just a regulatory requirement for non-profit hospitals. The organization views it as a valuable opportunity to engage with communities across their four-county service area (St. Joseph County IN, Elkhart County, Marshall County, and St. Joseph County MI) to understand health and social needs of community members. The assessment follows the MAPP 2.0 framework (Mobilizing for Action through Planning and Partnerships) developed by the National Association of County & City Health Officials. This community-driven assessment and planning process is designed to support health equity while focusing on strategic, prioritized needs. The framework helps recognize and align resources across integrated sectors by emphasizing diverse and inclusive assessment activities. The CHNA is structured around three primary assessment components: Community Status Assessment (CSA) - Provides a foundation of secondary research data about demographics, health status, health inequities, and social drivers of health. This helps identify communities at greater risk of poor health outcomes and understand which groups may need more services. Community Partner Assessment (CPA) - Reviews existing resources, systems, processes, and capacities, both individually and collectively as a network of community partners. This component recognizes that community partnerships form the required network of support for public health improvement, as rarely can a single agency address all interrelated needs. Community Context Assessment (CCA) - Collects and analyzes qualitative data through community engagement. This component captures the lived experiences of community members, providing insights about helpful resources, organizational strengths, cultural nuances, and priorities. The assessment methodology employed a mixed methods approach between January and September 2024, including secondary research, community surveying, resource guide reviews, access audits, qualitative interviews, focus groups, and a needs prioritization process. Throughout the process, Beacon utilized: A Multi-Sector Health Advisory Council with a total of 23 representatives from across the four-county service area who received MAPP 2.0 training and met monthly throughout the project. Eight Equity Champions representing diverse communities helped ensure the needs of underrepresented or historically marginalized communities were understood. Beacon Health System is dedicated to understanding health equity and disparities within the communities it serves. Equity Champions participated in a stakeholder interview, participated in a focus group or helped host and recruit community members for a focus group, and participated in the prioritization process. The Equity Champions met regularly throughout the CHNA process. The research engaged many participants throughout the four-county region. 150 participants were for the focus groups and stakeholder interviews. We had 1,513 individuals complete our community survey. 49 partners completed the partner survey. We completed an access audit/mystery shopper with 25 facilities across the region. Community members participated in focus groups that explored local health needs and how these intersect with individual health experiences. Meanwhile, professionals and community leaders contributed their expertise through both focus groups and stakeholder interviews to provide insights into the broader health landscape. The participants represented diverse sectors that influence community health, including healthcare professionals, government representatives, faith-based organizations, community-based organizations, educational institutions, and social service providers. This multi-sector approach ensured a well-rounded understanding of health needs from various perspectives, combining both personal experiences and professional knowledge.Collectively with the health advisory council, health equity champions, the community survey, key informant interviews, and focus groups who took into account input received from persons who represent the broad interests of the community served. Secondary data provides an essential framework from which to better understand the fabric of the community. This analysis highlights sociodemographic factors, social drivers of health (SDOH), behavioral health risk factors, and other key indicators to further guide the development of effective strategies to meet evolving needs. In addition to collecting key demographic secondary data, research also focused on the SDOH. The SDOH includes a wide range of factors, including, but not limited to, income, education, job security, food security, housing, basic amenities, the environment, social inclusion and non-discrimination, and access to quality affordable health care. The top priority was identified through the modified delphi technique with our advisory council and internal leaders. The assessment identified 49 community needs, with "Access to Providers" emerging as the top priority area. This includes several subcategories:- Shortages of various provider types (primary care, specialists like endocrinology, OBGYN, pediatrics, rheumatology, neurology, podiatry) - Need for community health workers and peer support specialists - Improving cultural competency of providers - Addressing community mistrust of providers The report defines "providers" broadly to include anyone within the health system who interacts with patients or community members (nurses, front desk staff, cafeteria workers, environmental services).
Three Rivers HealthPart V, Section B, Line 6a: Three Rivers Health (TRH) developed the 2024 St. Joseph County CHNA in partnership with Elkhart General Hospital, Community Hospital of Bremen, and Memorial Hospital South Bend, Beacon Health System (BHS) care partners.
Three Rivers HealthPart V, Section B, Line 7d: The Community Health Needs Assessment (CHNA) was made widely available to the community through posting on the Beacon Health System website at https://impact.beaconhealthsystem.org/chna/ and through email transmission upon request. Hospital staff were also available to discuss the results of the CHNA and implementation strategies in requested community forums.
Three Rivers HealthPart V, Section B, Line 11: In partnership with the Branch-Hillsdale-St. Joseph Department of Health and other community partners, there is a focus on maternal and child health and mental health. For the mental health objectives in the CHIP, raising awareness about Pivotal, the Certified Community Behavioral Health Clinic (CCHBC) in St. Joseph, Michigan, needs improvement. Pivotal states they have not launched an awareness campaign before due to a lack of funding. Beacon funded a marketing campaign to help raise awareness that all residents can access behavioral health services at Pivotal, which will in turn increase mental health care access for St. Joseph County residents. The other priority area, maternal and child health, seeks to improve knowledge and use of the Women, Infant and Children's (WIC) program in St. Joseph County, Michigan. The work plan below provides detail on we will increase knowledge through sharing information with new birth parents, developing a marketing campaign to strengthen awareness of WIC, provide incentives when currently enrolled families need to recertify in the program, and promoting breastfeeding with support groups and items that support breastfeeding. A USDA 2023 report showed that only about 51% of those eligible actually participate in WIC, a program that is vital to the health and well-being of nearly half our nation's babies along with millions of young children up to age 5 and their mothers. Mental Health Metrics % of the population with frequent mental health distress % of the population with two or more trusted support people Healthcare Access Metrics % of the population with health insurance (adults < 65 and children) % of adults who reported their healthcare providers always involved them in decisions about their care, as much as they wanted. Beacon Community Impact provided community resources to 59,738 individuals across our service area Elkhart, Marshall, and St. Joseph, IN Counties and St Jospeh County, Michigan in 2024. Within Beacon Health System, the Beacon Community Impact Department leads efforts impact our priority areas of mental health and healthcare access using a combination of internal programs and collaborative partnerships. Our implementation strategy incorporates a three-pronged approach: We provide direct services to clients through Beacon's Early Childhood Services and Community Health Services teams. Early Childhood Services include the St. Joseph County (Ind.) WIC program, two sickle cell programs and our Family & Infants Support Program. These programs focus on the health status of women, infants and young families, particularly the most vulnerable in Beacon's service area. Our Community Health Services team focuses on prevention through community health educators with school curricula delivered throughout middle and high schools in the three Indiana counties we serve. Summer programming shifts to health-related day camps and participation at community health fairs. Though it may not be their primary focus, these community health teams screen for and provide referrals for clients experiencing mental health challenges. Likewise, they emphasize the importance of trusted adults as protective factors for youth. We fund local community organizations with expertise in their service areas. These organizations are community nonprofits with boots-on-the-ground services in the most vulnerable neighborhoods and more diverse populations. Each of the funded partners addresses the top two health priorities and reports on the number of participants and on an outcome metric for either mental health or healthcare access. In addition, Beacon partnered with the local health department in Three Rivers, Michigan, to support building out their Community Health Worker Program to increase services addressing healthcare access and mental health. Participating organizations Community partners - Center for Healing and Hope - diabetes support program - Child and Parent Services, Inc. (CAPS) - maternal and infant health support - Healthy Beginnings (Elkhart County Health Department) - maternal and infant health support - Mental Health Awareness of Michiana (MHAM) - behavioral and mental health - United Health Services - healthcare navigation - La Casa de Amistad - social service support - Maple City Health Care - maternal infant health support - Transformation Ministries - youth advocacy and support - Gentleman and Scholars, Inc. - youth advocacy and support - Imani Unidad - health literacy and case management - Horizon Education Alliance - health literacy and case management - Branch-Hillsdale-St. Joseph Community Health Agency, Health Department Beacon Community Impact Programs - Beacon Health Navigator - Family and Infant Support Program (FISP) - Health and Wellness Programs - Sickle Cell Infant Screening - Sickle Cell Broadscope - Women, Infants and Children (WIC) Clinic.
Three Rivers HealthPart V, Section B, Line 13h: The policy allows for patients to qualify for assistance by two means: financial or catastrophic. The financial assistance program also allows for partial assistance or full assistance based on eligibility criteria in this policy.Financial assistance1. A patient qualifying for financial assistance is a person who is uninsured or underinsured, receives care and unable to pay their bill.2. To be eligible for assistance under the financial assistance guidelines, a person's income shall be at or below a percentage of the federal poverty level (FPL) as determined by federal poverty guidelines. Household size and income determines the % of FPL. Three Rivers Health System, or its designee, may consider other financial assets and liabilities of the person when determining eligibility.3. Three Rivers Health System will use the most current poverty income guidelines issued by the U.S. Department of Health and Human Services to determine an individual's eligibility for financial assistance. The poverty income guidelines are published annually in the federal register and for the purposes of this policy will become effective the first day of the month following the month of publication.4. To qualify under the financial assistance portion of this policy, a completed, signed financial assistance application must be submitted and proof of income, proof of no income, proof of lack of financial assets and other required documents must accompany the application.
FieldValueIRS element (for citing)
Facility15FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - Three Rivers Health Center for Wound
721 S Health ParkwayThree RiversMI49093Wound Care
2 - Three Rivers Health Family Internal Med
711 S Health ParkwayThree RiversMI49093Rural Health Clinic - Internal Medicine, Family Care, and Women's Services
3 - West MI Ear Nose and Throat
3850 Glenkerry CtPortageMI49024Ear, Nose, and Throat Care
4 - Three Rivers Health Specialty Clinic
711 S Health ParkwayThree RiversMI49093Other Outpatient Clinic
5 - Three Rivers Health Family Care
721 6th Avenue Suite BThree RiversMI49093Rural Health Clinic
6 - Three Rivers Health Orthopedics
1021 Hill Street Suite 300Three RiversMI49093Orthopedics
7 - Three Rivers Health Homecare
711 S Health ParkwayThree RiversMI49093Homecare
8 - Three Rivers Health Surgical Services
715 S Health ParkwayThree RiversMI49093Surgical Services
9 - Three Rivers Health Family Care
601 E Chicago Rd PO Box 295White PigeonMI49099Rural Health Clinic
10 - Three Rivers Health iMed
16587 Enterprise DrThree RiversMI49093Urgent Care Center
11 - Three Rivers Health Hospice
711 S Health ParkwayThree RiversMI49093Hospice Care
12 - Three Rivers Health Center for Family
850 S Health ParkwayThree RiversMI49093Other Outpatient Clinic
13 - Three Rivers Health Family Care
110 East Main StMarcellusMI49067Other Outpatient Clinic
14 - Three Rivers Health Sleep Clinic
701 S Health ParkwayThree RiversMI49093Other Outpatient Clinic
15 - RHC Paws Clinic
721 6th Avenue Suite AThree RiversMI49093Pediatric Clinic

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3c:Household size and incomeThe following factors may be considered in determining the eligibility of the patient for assistance and must be provided by all income earning residents in the countable household unit unless they are not dependents based on IRS guidelines for determining whether a household member can be considered a dependent.1. Indiana workforce wage report for last 2 quarters (unemployment income).2. Last 3 pay stubs or a letter or printout from employer(s) providing verification of gross income if currently employed. This documentation should not be more than 30 days old from date of issue and include year-to-date information.3. Last 3 bank statements (including explanations of regular deposits not explained by pay stubs).4. Social Security award or entitlement letter or other proof of gross monthly award.5. Retirement income.6. Investment income.7. Statement from person(s) that are providing direct support.8. Number of dependents.9. Most recent tax return (including W2 and all supporting schedules).10. Other financial obligations.11. The amount and frequency of hospital/medical bills.12. Other financial resources that produce income.13. If self-employed, gross income less cost of goods sold and employeesalaries.Financial capacity1. Individuals with the financial capacity to purchase health insurance coverage through the health insurance marketplace may be required to purchase and will be provided access to meet with an Indiana certified navigator as a means of assuring access to healthcare services, for their overall personal health, and for the protection of their individual assets.2. Individuals found to be ineligible for Medicaid or other affordable health care coverage must provide proof of denial.3. Food stamps or supplemental nutrition assistance program (SNAP) will not be counted as income.4. Cosmetic services are not eligible for any type of assistance and cannot be included in the amount of hospital/medical bills owed.
Part I, Line 6a:Beacon Health System (EIN: 45-3864076) prepared the annual community benefit report.
Part I, Line 7:The costing method used to calculate financial assistance reported on Lines 7 a through d was the cost-to-charge ratio as derived on tax form 990, Schedule H, worksheet 2. All other community benefits were calcualted using direct costs.
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 $ 4,773,776.
Schedule H, Part IIn 2024, TRH received a large Medicaid Quality Assurance Assessment Payment (QAAP) that included payments related to prior years. The total QAAP payment received as approximately $1,790,000 related to years prior to 2024. Without the QAAP payments related to prior years, the Net Community Benefit Expense would have been $(594,002), -.86% of total expense.
Part II, Community Building Activities:The St. Joseph County Human Services established itself as the multi-purpose collaborative body for St. Joseph County, ensuring that resources are used cooperatively and efficiently by all residents. The TRH Vice President of Operations attends meetings regularly. The mission of the St. Joseph County Human Services Commission is to coordinate and leverage collaborative efforts to improve the quality of life for all citizens. Collaboration benefits the community and fosters innovation, which are tracked and evaluated with outcome measures. Coordination ensures that clients needing services from multiple agencies receive them as efficiently and effectively as possible, and all residents should have access to opportunities that improve their quality of life.
Part III, Line 2:Bad debt expense are dollars that are written off or reserved for patients that have available resources, but would not pay for services. The exception to this rule would be charity care accounts that are included in bad debt because of a lack of information provided, or the timing of receiving that information. Payments on accounts that have been written off would reduce the overall bad debt expense. Discounts on charges are not included in bad debt expense.
Part III, Line 3:See above for methodology. With regards to charity care, the Hospital estimates that approximately $192,801 of charity care is included in bad debt expense due to not receiving information from patients to help determine eligibility, or not receiving the information in a timely manner, thus we believe the $192,801 should be considered a community benefit.
Part III, Line 4:The provision for bad debts is based upon management's assessment of historical and expected net collections taking into consideration the trends in health care coverage, historical economic trends, and other collection indicators. Management assesses the adequacy of the allowances periodically throughout the year based upon historical write-off experience by major payor category. The results of the review are then utilized to make modifications, as necessary, to the provision for bad debts to provide for an appropriate allowance for uncollectible accounts. A significant portion of the corporation's uninsured patients will be unable or unwilling to pay for the services provided. Thus, the corporation records a significant provision for bad debts related to uninsured patients in the period the services are provided.
Part III, Line 8:Medicare is our largest payor, thus payments for this population create a financial burden on the Hospital as payments do not cover costs. Most of the Medicare patients live on fixed incomes. We used the cost-to-charge ratio to determine costs. As Medicare is our largest payor, the shortfall in covering costs is extreme, thus this would seem to qualify as a benefit to our community.
Part III, Line 9b:The Hospital's current collection process applies to all patients. If no insurance is available for services, and they do not qualify for financial assistance, we will make them aware of their options. Discounts are offered which are tied to commercial managed care contracts. Payment arrangements can be made for a specific period of time, with no interest charged. Once arrangements are made, the account follows the standard collection process of letters and phone calls. After 120 days, if no payment has been made or if payment arrangements are not kept, the account will be referred to a collection agency.
Part VI, Line 2:TRH reviews the health indicators of the county and completes community surveys. TRH assesses whether we have a shortage of physicians in the area annually as well. TRH reviews trends of our patient activity by service and type of patient to see if adjustments in service or resource allocation need to be made. TRH also reviews satisfaction surveys periodically to identify any potential gaps in services. TRH partners with the local schools and community mental health on specific health initiatives throughout the year. Beacon Community Impact formed the first Community Health Advisory Council in 2016. Still operating on an as needed basis today the Council consists of representation from Community Hospital of Bremen, Elkhart General Hospital, Memorial Hospital of South Bend, and Three Rivers Health. The council is made up of individuals from Beacon Health System and community stakeholders (i.e. Council at Large, Public School Systems, other Health Care entities, Indiana University South Bend, University of Notre Dame, Ivy Tech Community College, community organizations, local churches, community persons, etc.). The Advisory Council met monthly in 2024 following the MAPP 2.0 training during the Community Health Needs Assessment (CHNA) procedures and will meet 2-4 times per year to learn about community health, the CHNA process, and to review local hospital and community data collected regarding health in our community; there are periodic email communications as well. The Advisory Council provides input on the health priority areas, offers best practices, identifies areas of opportunities, and monitors progress on addressing health needs.
Part VI, Line 3:Upon identifying patients who have no coverage, we will send them to our patient assistance representative. This person will then review the options that are available for this individual. If Medicaid is a possibility, we then send this person to our Medicaid specialist, who will help them with the process, as well as any forms. We have a formal financial assistance program that is advertised hospital wide and on our website. If they qualify for financial assistance, we will educate them and assist them with the process.
Part VI, Line 4:Three Rivers Health presently serves St. Joseph County, along with other providers. As stated by the U.S. Census Bureau, the county's total population is 60,878 (year 2023). The community was heavily dependent on the auto industry, and thus, the economy has struggled in recent years. While the overall economy in the state has rebounded somewhat, the local county has lagged in the recovery. The County is approximately 521 square miles in size. US 12 and US 131 are two major highways that run through St. Joseph, MI. It is approximately 20 miles south of Kalamazoo, MI. The unemployment rate continues to be high (5.3%), and the population with Medicaid in the community is high (20%). Additionally, people with coverage have also increased. According to the Michigan Department of Health, St. Joseph County ranks 61st out of 83 counties in the state for health status. While the community is classified as rural and is close to urban areas, many people in the community do not have adequate travel arrangements, as can be evidenced by high no-show rates for primary care appointments due to travel issues. We are currently evaluating opportunities with the county to help with the travel issues alongside collaborating with the local health department to address the social drivers of health. Elkhart, Marshall and St. Joseph Counties are all located in Northern Indiana. They have a total of 6 cities and 16 towns with a combined population of 525,609. St. Joseph is the largest and Marshall the smallest, which is classified as rural. St. Joseph County, Michigan borders Elkhart County, Indiana and is similar in rural classification as Marshall County. Although each varies in population density, they are closer in geographic size (SJC, IN-457 square miles, Elkhart-463, Marshall-443, SJC, MI-521). The median household income (2018-2022) is comparable across Beacon's service area counties, with Marshall County leading at $66,016, followed by Elkhart County at $63,978, St. Joseph County, MI at $62,281, and St. Joseph County, IN at $61,877 - all below the U.S. median of $75,149. Poverty rates vary, with St. Joseph County, IN experiencing the highest rate at 14.4%, followed by St. Joseph County, MI at 12.9%, Elkhart County at 12.0%, and Marshall County with the lowest at 10.8%. Elkhart County remains the "RV Capital of the World," with the industry generating over $32.4 billion in annual economic impact nationwide and supporting over 18,000 local jobs. Marshall County continues as one of Indiana's agricultural leaders, with over 219,000 acres of farmland generating $171 million in agricultural products. St. Joseph County, IN serves as the regional center for higher education, home to institutions like Notre Dame, Indiana University South Bend, and Saint Mary's College, which have helped transform the local economy from manufacturing to health, education, and service sectors. St. Joseph County, MI maintains its natural beauty with numerous lakes and woodlands, including over 42 lakes and Sturgeon Lake, which spans 220 acres.
Part VI, Line 5:In partnership with Beacon Health System (BHS), the mission of Three Rivers Health (TRH) is to deliver outstanding care, inspire health and connect with heart. BHS is committed to clinical excellence, compassionate care, and the ongoing improvement of quality of life. Our commitment will lead BHS to be the community's provider of outstanding quality, superior value and comprehensive health care services. Both BHS and TRH consistently invest funds to improve the quality of life for our communities. BHS values reflect an unwavering commitment to the communities we serve. TRH has as its values: Patients are at the center - Patient needs, care and safety are our top priority. - Trust - Our actions will firmly demonstrate our integrity, abilities and our character. - Respect - We will treat our patients, community members, and each other with the highest level of regard, demonstrating an understanding of different perspectives, cultures, interests and needs of others. - Integrity - We will continually do the right thing for patients, associates, and communities we serve. - Compassion - We will appropriately demonstrate empathy and sympathy, and express the desire to help. TRH seeks to promote the health and well-being of St. Joseph (SJC) residents, with specific focus on the most vulnerable populations, by providing education to aid in early detection and prevention of disease and to improve the health status of the community as a whole. Beacon Health System welcomed Three Rivers Health in Three Rivers, Michigan, to the Beacon family in September 2021. In 2023, Community Impact established a working relationship with the local health department, Branch-Hillsdale-St. Joseph Community Health Agency, to address the top needs in the community. Beacon Health System employs a comprehensive approach to health promotion across its four-county service area, focusing on two priority areas: healthcare access and mental health. This integrated strategy works through community partnerships and internal programs to address social determinants of health and build healthier communities.
Part VI, Line 6:In 2011, MHSB affiliated with Elkhart General Hospital of Elkhart, Indiana, under the name of Beacon Health System. In 2018, Beacon Health System affiliated with Community Hospital of Bremen. In October 2021, Beacon Health System affiliated with Three Rivers Health System. All organizations continue as full-care providers for their respective Counties, and they are committed to promoting the health of the communities they serve. The Three Rivers Health board of directors consists of 8 voting board members. The Beacon Health System Board of Directors consists of 14 voting board members.
Part VI, Line 7, Reports Filed With StatesMI
Schedule H, Part VI, Line 7Three Rivers Health Hospital prepares a community benefit report both for the state of Michigan and for the annual report, which is posted at www.beaconhealthsystem.org/chna.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Branch-Hillsdale-St Joseph Community Health AgencyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 Marshall RdAddressLine1Txt
CityColdwaterCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49036ZIPCd
FieldValueIRS element (for citing)
Recipient EIN383411829RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$20,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGeneral supportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationDonations and grants given to organizations that improve the health and well-being of our community are monitored through outcome measurement reports that are provided to Three Rivers Health by the various organizations. These reports inform us of how the donations and grants were used.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Kreg R Gruber
CEO$0$1,081,233$0$557,131$0$210,350$0$259,693$0$28,015$0$2,136,422$0$64,523
Jeffrey P Costello
CFO$0$626,239$0$261,724$0$189,649$0$166,583$0$22,015$0$1,266,210$0$61,622
Maria A Behr
President$0$260,753$0$108,933$0$9,879$0$93,556$0$9,305$0$482,426$0$0
Erika L Dearing
Employed Physician$334,237$0$15,714$0$22,958$0$36,800$0$26,920$0$436,629$0$0$0
Jessica Puckett
Employed Physician$348,046$0$20,422$0$1,455$0$36,800$0$12,843$0$419,566$0$0$0
Alyssa Erskine
Employed Physician$309,368$0$15,714$0$15,478$0$36,262$0$23,283$0$400,105$0$0$0
James MacDonald
Employed Physician$319,052$0$714$0$4,923$0$43,724$0$24,496$0$392,909$0$0$0
Todd M Ozdych
Employed Physician$323,652$0$357$0$4,923$0$43,702$0$13,589$0$386,223$0$0$0
Hope Bailey
Former VP Nursing$202,257$0$55,049$0$1,141$0$39,795$0$16,110$0$314,352$0$0$0
Linda Evans MD
Director, Physician$203,623$0$714$0$4,044$0$16,683$0$11,040$0$236,104$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aThree Rivers Health System, Inc. offers complimentary health club membership to Beacon Health System's Health and Lifestyle Center, a related party. Health or social club dues for the following individuals was included in taxable compensation: Adam Goff
Part I, Line 3Three Rivers Health System, Inc. uses a related organization's (Beacon Health System, Inc.) compensation review process. This review process includes an extensive examination using comparable market data that is then reviewed by an independent consultant hired by, and reported to, the board of directors. Recommendations are presented to the board for deliberation and final decision.
Part I, Line 4bBeacon Health System implemented an executive retention plan to attract and retain key employees by providing additional deferred compensation. The Chief Executive Officer will participate in the plan and will select other participants pursuant to the guidelines set by the employer's board of directors. The employer may make contributions under the plan and has sole discretion over whether to make a contribution. Vesting occurs on January 1 of the fifth year for which such contributions are made for participants who have been continuously employed. The plan also allows vesting to occur if the participant attains the age of 62. The following individuals received vested payments in 2024, reflected in column (b)(iii): -Kreg Gruber, $198,816 -Jeffrey Costello, $130,545 The following individuals received deferred payments in 2024 that will vest in future years, which are reflected in column c: -Kreg Gruber, $215,393 -Jeffrey Costello, $122,283 -Maria Behr, $49,256
Part I, Line 7The Organization has three incentive plans (employee, management, and executive which have a net operating income to budget measurement for the payout threshold. The employee plan shares the excess over budget net operating income with the non-management employees for Beacon Health System, Inc. and the affiliated entities. The employee incentive has a maximum cap of $4,500,000. The payout and amount of the payout for the employee incentive plan is made at the discretion of the board. The management incentive plan is funded when operating income is equal to or greater than 50% of the budgeted net operating income. Reward amounts are based on a balanced score card methodology utilizing Beacon's strategic imperatives and measured using selected metrics set on a sliding scale defined as threshold 50%, target 100%, and maximum 150%. The strategic imperatives are clinical excellence, great workplace, customer-driven culture, smart growth, and financial sustainability. Each imperative carries a default weight of 20%. The payout of the management incentive is made at the discretion of the board. Executives are covered under the Beacon Health System Executive Short-Term Incentive Plan (ESTIP). The ESTIP is funded when operating income is equal to or greater than 50% of the budgeted net operating income. Reward amounts are based on a balanced score card methodology utilizing Beacon's strategic imperatives and measured using selected metrics set on a sliding scale defined as threshold 50%, target 100%, and maximum 150%. The strategic imperatives are clinical excellence, great workplace, customer-driven culture, smart growth, and financial sustainability. Each imperative carries a default weight of 20%. The payout of the ESTIP is made at the discretion of the board.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6Beacon Health System, Inc. is the sole corporate member of Three Rivers Health System, Inc.
Form 990, Part VI, Section A, line 7aBeacon Health, the sole corporate member, has the power to nominate, elect and remove members of the board of directors.
Form 990, Part VI, Section A, line 7bDecisions of the board of directors must be approved by Beacon Health System, the sole member of Three Rivers Health System. The following matters require the approval of Beacon Health System's board: 1. Selection and retention of auditors. 2. Approval of all contracts, policies, or programs of insurance establishing the types of insurance coverage required as well as the coverage levels. 3. Other matters as determined from time to time by the member, or as provided in the bylaws or other governing documents.
Form 990, Part VI, Section B, line 11bThe organization incorporates numerous parties in the production and review of the form 990 and associated schedules. Senior accounting staff and management complete information for the form 990 and related schedules. Some forms and schedules are reviewed by the controller. Subsequent to those steps, the organization engaged RSM to prepare form 990 and appropriate schedules. Prior to filing the return, the CFO, the audit committee of the organization, and the CEO, conduct a general overview of the form 990, including applicable compensation schedules. In addition, each board member receives notification of the IRS form 990 placement on the Organization's board portals which allows for board member review prior to filing the return.
Form 990, Part VI, Section B, line 12cThere are three separate forms that are sent out through the internal audit department to key employees or board members regarding conflict of interest. They are as follows: 1. The first is a conflict of interest statement that is sent to senior level administration, management, and select staff such as purchasing department employees. The purpose of the statement is to require these employees to disclose any potential conflict of interests they may have. The statements are sent in January of each year for the previous year activities we pursue the replies to get a 100% response rate. In the current year we sent out 372 statements and are working to achieve a 100% response rate. Each response is reviewed by the director of internal audit and the results are reported to the CEO of Beacon Health System, the audit committee chairman, as well as the audit committee of the board of directors. 2. The second statement is the board duality of interest statement that is sent to current board members, former board members from the last five years, and other key employees. The duality of interest statement is sent using a web based survey tool provided by RSM. The replies are reviewed by the director of internal audit. The results of the surveys are summarized using the web based tool and are reviewed by RSM in completing the 990. The results are reported to the CEO of Beacon Health System, the audit committee chairman, and the audit committee of the board of directors. 3. The third statement is entitled "Code of Ethics for Senior Financial Officers". The statement requires an acknowledgement form to be signed by Beacon Health System's key financial employees that Beacon's financial information is to the best of their knowledge true and accurate. This statement was sent out on March 4, 2025 and the signed acknowledgements are kept by the director of internal audit. In 2024, 31 designated employees were requested to sign the form and we had a 100% compliance rate. Any potential conflicts of interests are reviewed by independent parties both internal and external to the organization, and if necessary, corrective action would be taken to resolve a true conflict. The individual with the potential conflict of interest would be excluded from all review proceedings.
Form 990, Part VI, Section B, line 15Three Rivers Health Systems, Inc.'s parent, Beacon Health System, Inc. has a comprehensive process in place for reviewing and approving compensation of the executive leadership team. This review compares the total compensation provided to each executive to that provided to functionally similar positions in similarly situated organizations. This review is conducted regularly by the board compensation committee in consultation with an independent compensation advisor who is hired by and reports to the board compensation committee. Based on the advice of the compensation advisor and comparable and appropriate market data reported in third-party compensation surveys, and applying the organization's executive compensation philosophy, the board compensation committee makes compensation recommendations regarding the CEO's compensation to the board of directors for approval and the CEO makes compensation recommendation regarding all other members of the executive leadership team to the board compensation committee for approval. Deliberations and final decisions are contemporaneously documented. The annual compensation review was completed by the board compensation committee in March 2025 and the independent compensation advisor provided a statement of reasonableness of the compensation provided to the CEO and executive leadership team members.
Form 990, Part VI, Section C, line 19The governing documents and conflict of interest policy are not made available to the public. The financial statements are distributed quarterly to the Electronic Municipal Market Access (EMMA) website as part of the continuing disclosures for the Beacon Health System, Inc. bonds.
Form 990, Part IX, line 11gProfessional Fees & Purch. Srvcs: Program service expenses 6,350,273. Management and general expenses 1,059,553. Fundraising expenses 0. Total expenses 7,409,826.
Form 990, Part XI, line 9:Write-off Intercompany Balances 1,157,825.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Beacon Medical Group Inc
615 N Michigan StSouth BendIN46601351536132Physician PracticesIN501(c)(3)Line 10Beacon Health System IncYes (1)
Beacon Health Foundation Inc
615 N Michigan StSouth BendIN46601351536129Financial SupportIN501(c)(3)Line 7Beacon Health System IncYes (1)
Elkhart General Hospital Inc
600 East BlvdElkhartIN46514350877574HospitalIN501(c)(3)Line 3Beacon Health System IncYes (1)
Community Hospital of Bremen Inc
1020 High RoadBremenIN46506350835006HospitalIN501(c)(3)Line 3Beacon Health System IncYes (1)
Memorial Hospital of South Bend
615 N Michigan StSouth BendIN46601350868132HospitalIN501(c)(3)Line 3Beacon Health System IncYes (1)
TRAH Properties Inc
701 S Health ParkwayThree RiversMI49093383366344Property ManagementMI501(c)(3)Line 12a, IThree Rivers Health System IncYes (1)
Three Rivers Health Authority
701 S Health ParkwayThree RiversMI49093382317300HospitalMI501(c)(3)Line 12c, III-FI0N/A
Beacon Health System Inc
615 N Michigan StSouth BendIN46601453864076Parent OrganizationIN501(c)(3)Line 12c, III-FI0N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1South Bend Specialty Surgery Center LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 Florence Ave 1BAddressLine1Txt
CityGrangerCityNm
State AbbreviationINStateAbbreviationCd
ZIP46530ZIPCd
FieldValueIRS element (for citing)
EIN460571418EIN
Primary ActivitiesAmbulatory Surgery CenterPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Beacon Health Ventures Inc
615 N Michigan StSouth BendIN46601351901068Home MedicalINN/AC0
Beacon Health Ventures Michigan Inc
615 N Michigan StSouth BendIN46601208259773Home MedicalMIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Beacon Medical Group Inc
P$1,330,762Actual Charges
Memorial Hospital of South Bend Inc
P$65,954Actual Charges
Beacon Medical Group Inc
Q$159,978Actual Charges
Beacon Medical Group Inc
R$214,001Cash
Beacon Medical Group Inc
S$956,784Cash
Memorial Hospital of South Bend Inc
S$61,929Cash

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