COREWELL HEALTH: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-2539929)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349304588
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T09:39:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382539929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND HEALTH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | BENTON HARBOR/STJOSEPH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 8669897999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COREWELL DR NW ATTN TAX | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW E COX | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8669897999 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREWELL HEALTH FOUNDATION SOUTHWEST | BusinessNameLine1Txt |
| Business Name Line2 | MICHIGAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MELINDA GRUBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COREWELL DR NW ATTN TAX | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,451,225 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 5981 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://corewellhealth.org/foundation/southwest | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE HEALTH, INSTILL HUMANITY AND INSPIRE HOPE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,029,485 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,099,971 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$173,907 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $6,955,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,017,332 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $1,184,001 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $2,201,333 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,754,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,774,838 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,975 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,655,863 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMPROVE HEALTH, INSTILL HUMANITY AND INSPIRE HOPE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,182,707 | ExpenseAmt |
| Grant | $1,017,332 | GrantAmt |
| Desc | LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ ST. JOSEPH (COREWELL HEALTH FOUNDATION SOUTHWEST MICHIGAN) WORKS WITH INDIVIDUAL DONORS, FAMILIES, CORPORATIONS, AND AREA FOUNDATIONS TO GENERATE RESOURCES THROUGH GRANTS, CHARITABLE DONATIONS AND BEQUESTS. THESE RESOURCES PROVIDE NEW EQUIPMENT, EXPANSION AND RENOVATION OF HOSPITAL FACILITIES, SUPPORT FOR QUALITY HEALTH CARE SERVICES AND BEYOND. | Desc |
| Total Program Service Expenses | $2,182,707 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE TAX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8669897999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COREWELL DR NW ATTN TAX | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ALBERTINA JOHNSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANN CAMPBELL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA MURPHY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRITTANY GRASLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CATIE BROWN-BUSCH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DANA WALES | |||||||
| DIRECTOR/CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DATHAN LUMPKINS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID EIFLER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA JOHNSON | |||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $226,562 | $24,392 | |
| DENNIS SZYMANSKI MD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY KELLOGG | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER LALLO | |||||||
| DIRECTOR/TREASURER | 1.00 | 50.00 | Yes (X) | $0 | $395,176 | $51,871 | Yes (X) |
| JAMES CLEVER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY FRENCH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LOREN B HAMEL MD | |||||||
| DIRECTOR PY | 1.00 | 50.00 | Yes (X) | $0 | $1,492,259 | $34,022 | |
| MARK WEBER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MELINDA GRUBER | |||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $324,432 | $41,011 | |
| MICHAEL BIRKHOLM | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NATALIE BAGGIO | |||||||
| DIRECTOR PY | 1.00 | 50.00 | Yes (X) | $0 | $590,543 | $82,856 | |
| RANDY HENDRIXSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN CURTIS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT GEIK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHANE SHIDLER | |||||||
| DIRECTOR/VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHERRY WALES | |||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $11,586 | $0 | |
| SOROYA PIERRE-VANARTSEN | |||||||
| DIRECTOR/PRESIDENT | 50.00 | 0.00 | Yes (X) | $0 | $308,454 | $43,159 | Yes (X) |
| TAMARA PHILLIPPE | |||||||
| DIRECTOR/SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WENDY EDWARDS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA FREESE DECKER | |||||||
| CEO | 1.00 | 50.00 | $0 | $5,453,830 | $1,498,970 | Yes (X) | |
| MATTHEW COX | |||||||
| CFO | 1.00 | 50.00 | $0 | $2,523,615 | $558,135 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,326,457 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,334,416 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $246,337 | FundraisingAmt |
| All Other Contributions | $783,148 | AllOtherContributionsAmt |
| Noncash Contributions | $68,646 | NoncashContributionsAmt |
| Total Contributions | $1,029,485 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,322,574 | TotalRevenueColumnAmt |
| Exclusion | $5,322,574 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,080,986 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,303,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $777,397 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $777,397 | TotalRevenueColumnAmt |
| Exclusion | $777,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,180 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $246,337 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $192,087 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$173,907 | TotalRevenueColumnAmt |
| Exclusion | -$173,907 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,955,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,926,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,798 | TotalAmt |
| Program Services | $308,798 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,534 | TotalAmt |
| Program Services | $708,534 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,626 | TotalAmt |
| Management And General | $18,626 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,329 | TotalAmt |
| Program Services | $513,329 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,094 | TotalAmt |
| Program Services | $1,094 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,963 | TotalAmt |
| Program Services | $14,963 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639 | TotalAmt |
| Program Services | $3,639 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,264 | TotalAmt |
| Program Services | $15,264 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LORY'S PLACE ADMIN | $553,829 | $553,829 |
| HOPE FUND ADMIN | $32,339 | $32,339 |
| CANCER CENTER ADMIN | $22,838 | $22,838 |
| HEALING GARDEN ADMIN | $4,199 | $4,199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,881 | TotalAmt |
| Program Services | $3,881 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,333 | TotalAmt |
| Program Services | $2,182,707 | ProgramServicesAmt |
| Management And General | $18,626 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,834,930 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,028,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $587,822 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,061 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $554,761 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $28,357,078 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,774,838 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,576 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $113,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $118,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,466,897 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,188,966 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,655,863 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,774,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,754,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,130,057 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $28,771,590 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,534,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,422,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,463,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,493,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,029,485 | CurrentTaxYearAmt |
| Total | $6,943,438 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,534,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,422,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,463,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,493,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,029,485 | CurrentTaxYearAmt |
| Total | $6,943,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $865,225 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,078,213 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,199,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,322,574 | CurrentTaxYearAmt |
| Total | $10,351,408 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $160,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,180 | CurrentTaxYearAmt |
| Total | $349,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,644,369 | TotalSupportAmt |
| Public Support CY170 | 0.34450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENTS - 2020 Amount: $ 2,020. 2022 Amount: $ 160,077. 2023 Amount: $ 169,246. 2024 Amount: $ 18,180. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,283,428 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,794,764 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,078,192 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,152,043 | BeginningYearBalanceAmt |
| Contributions | $1,960 | ContributionsAmt |
| Investment Earnings Or Losses | $565,480 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $436,055 | OtherExpendituresAmt |
| End Year Balance | $14,283,428 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,120,799 | BeginningYearBalanceAmt |
| Contributions | $1,367,865 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,336,621 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,152,043 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,803,266 | BeginningYearBalanceAmt |
| Contributions | $26,020 | ContributionsAmt |
| Investment Earnings Or Losses | $1,677,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $385,782 | OtherExpendituresAmt |
| End Year Balance | $18,120,799 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,370,096 | BeginningYearBalanceAmt |
| Contributions | $64,655 | ContributionsAmt |
| Investment Earnings Or Losses | $2,015,474 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $646,959 | OtherExpendituresAmt |
| End Year Balance | $16,803,266 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,438 | DepreciationAmt |
| Book Value | $545,156 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,623 | DepreciationAmt |
| Book Value | $9,605 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $554,761 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $113,399 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $113,399 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USE OF THE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE FUNDS TO SUPPORT THE MISSION AND VISION OF LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ ST. JOSEPH. THE FOUNDATION PROVIDES FUNDING FOR ONGOING CAPITAL AND OPERATIONAL NEEDS, COMMUNITY OUTREACH PROGRAMS, SCHOLARSHIPS AND EDUCATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2024 FOUNDATION GALA | Event1Nm |
| Gross Receipts Event1 | $196,630 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $179,530 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,100 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,500 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,576 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $73,143 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,183 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,002 | OtherDirectExpensesEvent1Amt |
| Event2 | HOPE GROWS | Event2Nm |
| Gross Receipts Event2 | $67,887 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $66,807 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,080 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,232 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,248 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $52,203 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $264,517 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $246,337 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,180 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,500 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,808 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $76,391 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,183 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $78,205 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $192,087 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$173,907 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BENTON HARBOR COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 273 MORTON AVENUE APT 2 | BENTON HARBOR | MI | 49022 | 853784631 | 501(C)(3) | $14,950 | $0 | TO SUPPORT EXEMPT PURPOSE |
| BERRIEN RESA | ||||||||
| 711 ST JOSEPH AVENUE PO BOX 364 | BERRIEN SPRINGS | MI | 49103 | 381714920 | 115 | $52,400 | $0 | TO SUPPORT PURPOSE |
| COMMUNITY HEALING CENTERS | ||||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | 381961500 | 501(C)(3) | $86,242 | $0 | TO SUPPORT EXEMPT PURPOSE |
| ENFOCUS INC | ||||||||
| 635 SOUTH LAFAYETTE BLVD STE 105 | SOUTH BEND | IN | 46601 | 455638209 | 501(C)(3) | $47,500 | $0 | TO SUPPORT EXEMPT PURPOSE |
| KRASL ART CENTER | ||||||||
| 707 LAKE BOULEVARD | ST JOSEPH | MI | 49085 | 237009281 | 501(C)(3) | $20,000 | $0 | TO SUPPORT EXEMPT PURPOSE |
| ST JOSEPH COMMUNITY PARK FOUNDATION INC | ||||||||
| 728 PLEASANT STREET STE 101 | ST JOSEPH | MI | 49085 | 831905196 | 501(C)(3) | $30,000 | $0 | TO SUPPORT EXEMPT PURPOSE |
| THE EVA MARTIN PROJECT | ||||||||
| 8890 CORNELIA ROAD | BARODA | MI | 49101 | 932903032 | 501(C)(3) | $12,474 | $0 | TO SUPPORT EXEMPT PURPOSE |
| UNITED THROUGH MOTHERHOOD TEMPLE B'NAI SHALOM | ||||||||
| 2050 BROADWAY | BENTON HARBOR | MI | 49022 | 382056016 | 501(C)(3) | $11,000 | $0 | TO SUPPORT EXEMPT PURPOSE |
| WEECHO | ||||||||
| 1625 HOWARD STREET | NILES | MI | 49120 | 854334369 | 501(C)(3) | $15,000 | $0 | TO SUPPORT EXEMPT PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 178 | $67,862 |
| EDUCATION ASSISTANCE | 73 | $173,492 |
| LAKELAND EDUCATIONAL LEADERSHIP (LEAP) AWARDS | 102 | $373,261 |
| PATIENT ASSISTANCE | 20 | $93,919 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION PROVIDES GRANTS TO ORGANIZATIONS THAT CLOSELY ALIGN WITH ITS OWN MISSION AND VALUES. THE FILING ORGANIZATION PROVIDES GRANTS TO ORGANIZATIONS THAT IMPROVE THE HEALTH OF THE UNDERSERVED IN THE COMMUNITY AND/OR ORGANIZATIONS THAT INCREASE ACCESS TO HEALTH CARE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINA FREESE DECKER | ||||||||||||||
| CEO | $0 | $2,489,108 | $0 | $2,726,865 | $0 | $237,857 | $0 | $1,462,145 | $0 | $36,825 | $0 | $6,952,800 | $0 | $1,439,610 |
| MATTHEW COX | ||||||||||||||
| CFO | $0 | $1,237,492 | $0 | $1,186,309 | $0 | $99,814 | $0 | $520,376 | $0 | $37,759 | $0 | $3,081,750 | $0 | $468,516 |
| LOREN B HAMEL MD | ||||||||||||||
| DIRECTOR PY | $0 | $405,436 | $0 | $511,611 | $0 | $575,212 | $0 | $17,231 | $0 | $16,791 | $0 | $1,526,281 | $0 | $438,838 |
| NATALIE BAGGIO | ||||||||||||||
| DIRECTOR PY | $0 | $462,477 | $0 | $49,545 | $0 | $78,521 | $0 | $67,792 | $0 | $15,064 | $0 | $673,399 | $0 | $37,686 |
| HEATHER LALLO | ||||||||||||||
| DIRECTOR/TREASURER | $0 | $327,681 | $0 | $63,037 | $0 | $4,458 | $0 | $19,759 | $0 | $32,112 | $0 | $447,047 | $0 | $0 |
| MELINDA GRUBER | ||||||||||||||
| DIRECTOR | $0 | $264,898 | $0 | $33,256 | $0 | $26,278 | $0 | $17,235 | $0 | $23,776 | $0 | $365,443 | $0 | $23,368 |
| SOROYA PIERRE-VANARTSEN | ||||||||||||||
| DIRECTOR/PRESIDENT | $0 | $249,243 | $0 | $31,571 | $0 | $27,640 | $0 | $11,668 | $0 | $31,491 | $0 | $351,613 | $0 | $22,294 |
| DEBRA JOHNSON | ||||||||||||||
| DIRECTOR | $0 | $200,758 | $0 | $20,172 | $0 | $5,632 | $0 | $10,652 | $0 | $13,740 | $0 | $250,954 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | THE FILING ORGANIZATION RELIED UPON A RELATED ORGANIZATION WHO UTILIZED THE FOLLOWING PROCESS IN DETERMINATION OF THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE COREWELL HEALTH BOARD OF DIRECTORS (THROUGH ITS COMPENSATION COMMITTEE) USES THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION OF THE TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES AT COREWELL HEALTH. LABOR MARKET DATA REFLECTING COMPARABLE ORGANIZATIONS AND JOBS (PREPARED BY INDEPENDENT FIRMS) ARE RELIED UPON IN SETTING COMPENSATION LEVELS. COMPETITIVE ASSESSMENT REPORTS ARE PROVIDED TO THE COMPENSATION COMMITTEE IN ADVANCE OF MEETINGS. THE COMPETITIVE ASSESSMENT REPORT IS PREPARED BY A NATIONALLY KNOWN INDEPENDENT EXECUTIVE COMPENSATION FIRM. THE FOLLOWING SURVEYS, PREPARED BY INDEPENDENT FIRMS, WERE THE PRIMARY SOURCES REFERENCED TO OBTAIN COMPARABLE MARKET DATA FOR THE REVIEW: SULLIVANCOTTER, INC: 2024 HEALTH CARE MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY SULLIVANCOTTER, INC: 2024 HEALTH PLAN MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY SULLIVANCOTTER, INC: 2024 MEDICAL GROUP EXECUTIVE COMPENSATION SURVEY MERCER: 2024 IHN HEALTHCARE COMPENSATION SURVEY MERCER: 2024 IHP HEALTH PLAN COMPENSATION SURVEY GALLAGHER: 2023 NATIONAL HEALTHCARE LEADERSHIP COMPENSATION SURVEY IN ADDITION, ONE GENERAL INDUSTRY SURVEY WAS REFERENCED FOR SELECT POSITIONS: MERCER: 2023 US EXECUTIVE REMUNERATION SUITE IN ADDITION TO THE ABOVE DATA SOURCES, THE COMPENSATION COMMITTEE APPROVES A CUSTOM PEER GROUP OF HIGH PERFORMING INTEGRATED HEALTH SYSTEMS TO ENSURE ROBUST DATA AND A RELEVANT COMPARATOR MARKET EACH YEAR. THE PEER GROUP ORGANIZATIONS ARE APPROVED BY THE COMPENSATION COMMITTEE AND CONSISTS OF HEALTHCARE SYSTEMS SIMILAR IN REVENUE SIZE, TALENT MARKET COMPETITION, HIGH PERFORMANCE, FINANCIAL STABLE AS INDICATED BY BOND RATING, AND THAT FOLLOW A SIMILAR STRATEGY (MULTI-SITE SYSTEMS, HEALTH PLANS). COMPARATIVE DATA FOR THE APPROVED PEER GROUP IS COMPILED BY THE INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM. COMPENSATION ADJUSTMENTS ARE APPROVED BY COMPENSATION COMMITTEE MEMBERS, CONSISTENT WITH THE COREWELL HEALTH COMPENSATION PHILOSOPHY DESCRIBED BELOW. MINUTES OF COMMITTEE DISCUSSIONS AND DECISIONS ARE PREPARED TO MEMORIALIZE COMPENSATION COMMITTEE DECISIONS BASED UPON THE ABOVE DATA. COMPENSATION DATA RELIED UPON BY THE COMPENSATION COMMITTEE IS NATIONAL AND REFLECTS TOTAL COMPENSATION PAID TO EXECUTIVES IN COMPARABLE JOBS IN COMPARABLY SIZED HEALTH CARE AND/OR HEALTH INSURANCE ORGANIZATIONS. COREWELL HEALTH RECRUITS NATIONALLY FOR ITS EXECUTIVES. BENEFITS DATA REFLECTS NATIONAL HEALTH CARE/HEALTH INSURANCE MARKET PRACTICES. THIS PROCESS IS INTENDED TO ASSIST COREWELL HEALTH IN QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INTERMEDIATE SANCTIONS REGULATIONS). THE OPINION SUBMITTED FROM THE THIRD-PARTY INDEPENDENT CONSULTING FIRM IS IN ACCORDANCE WITH THE PROVISIONS OF TREASURY REGULATIONS SECTION 53.4958-6(C)(2) AND IS ALSO INTENDED TO SATISFY THE PROFESSIONAL ADVICE REQUIREMENT OF TREASURY REGULATIONS SECTION 53.4958-1(D)(4)(III). |
| Part I, Lines 4a-b | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: LOREN B. HAMEL MD $353,548 THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CHRISTINA FREESE DECKER $1,449,979 LOREN B. HAMEL MD $438,838 MATTHEW COX $470,111 MELINDA GRUBER $24,943 NATALIE BAGGIO $40,227 SOROYA PIERRE-VANARTSEN $26,319 LINE 4B IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS DO PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN(S). SOME INDIVIDUALS RECEIVED DISTRIBUTIONS DURING THE YEAR (AS REPORTED ON THIS LINE) WHEREAS OTHERS PARTICIPATED IN THE PLAN(S) BUT DID NOT RECEIVE DISTRIBUTIONS. DISTRIBUTIONS REPORTED ON THIS LINE ARE ALSO INCLUDED IN PART II, COLUMN F AS COMPENSATION REPORTED IN A PRIOR YEAR WHILE ALSO BEING REPORTED IN THE CURRENT 990 AS TOTAL COMPENSATION. THE NONQUALIFIED RETIREMENT PLANS ARE AN INDUSTRY STANDARD AND ARE SUBJECT TO THE FUNDING REQUIREMENTS OF NONQUALIFIED DEFERRED COMPENSATION PLANS UNDER ERISA AND FEDERAL TAX REGULATIONS. |
| PART II | COMPENSATION REPORTED IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF RELATED ORGANIZATIONS OF THE HEALTH SYSTEM. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $39,488 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENT MATERIALS | 54 | $28,658 | MARKET VALUE |
| Yes (X) | GIFT CARDS | 1 | $500 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | IN 2024, LORY'S PLACE WAS INTEGRATED WITH THE FILING ORGANIZATION. LORY'S PLACE PROVIDES HOPE AND STRENGTH FOR EVERY GRIEVING PERSON, OFFERING PEER-BASED SUPPORT GROUPS, CRISIS RESPONSE, STAFF EDUCATION, AND COMMUNITY OUTREACH FOR CHILDREN, ADULTS, AND FAMILIES ACROSS SOUTHWEST MICHIGAN AND NORTHERN INDIANA. ALL PROGRAM ACTIVITIES ARE NOW UNDER THE FILING ORGANIZATION TO STREAMLINE OPERATIONS AND ENSURE CONTINUED DELIVERY OF GRIEF SUPPORT SERVICES. |
| Form 990, Part VI, Section A, line 2 | CHRISTINA FREESE DECKER AND MATTHEW COX HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF COREWELL HEALTH INDEMNITY COMPANY, LTD, A RELATED TAXABLE ENTITY. HEATHER LALLO AND NATALIE BAGGIO HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF LAKELAND CARE, INC., A RELATED TAXABLE ENTITY. DEBRA JOHNSON, HEATHER LALLO, AND MELINDA GRUBER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF LAKELAND HEALTH ENTERPRISES, INC., A RELATED TAXABLE ENTITY. HEATHER LALLO AND MELINDA GRUBER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF LAKELAND MEDICAL PRACTICES, A RELATED TAXABLE ENTITY. CHRISTINA FREESE DECKER AND MATTHEW COX HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF PRIORITY HEALTH MANAGED BENEFITS, INC., A RELATED TAXABLE ENTITY. |
| Form 990, Part VI, Section A, line 4 | ALL SPECTRUM HEALTH SYSTEM LANGUAGE HAS BEEN CHANGED TO COREWELL HEALTH, ALONGSIDE NAMING CONVENTIONS AND DBAS. 4.1:LANGUAGE ADDED: THE CHAIR OF THE LORY'S PLACE ADVISORY BOARD COMMITTEE SHALL BE AN EX-OFFICIO DIRECTOR WITH A VOTE. 4.3:THE SECTION DISCUSSING MEMBERS OF THE BOARD HAS BEEN CONSOLIDATED INTO ONLY EMERITUS MEMBERS OF THE BOARD, A STATUS "GIVEN AS AN HONOR AND IS A LIFETIME DESIGNATION". PREVIOUSLY THIS SECTION SEPARATELY ADDRESSED HONORARY, EMERITUS, AND LIFETIME MEMBERS OF THE BOARD. 4.3.1: (D) CANDIDATE DESIGNATIONS FOR QUALIFYING TO THE BOARD ARE NOW DEFINED IN THE ARTICLES OF INCORPORATION. 4.3.3: A NEW SECTION WAS ADDED OUTLINING THE RIGHTS AND PRIVILEGES OF EMERITUS MEMBERS. 6.4: PARAGRAPH ADDED: LORY'S PLACE ADVISORY BOARD COMMITTEE. THERE SHALL BE A LORY'S PLACE ADVISORY BOARD COMMITTEE CONSISTING OF NOT LESS THAN SEVEN (7) AND NOT MORE THAN TWENTY-FIVE (25) MEMBERS. THE INITIAL CHAIR AND THE INITIAL MEMBERS WILL BE APPOINTED BY THE CARING CIRCLE LORY'S PLACE ADVISORY BOARD AND SHALL SERVE STAGGERED THREE (3) YEAR TERMS WITH 1/3 OF ITS MEMBERS' TERMS EXPIRING EACH YEAR. THE PRESIDENT OF THE FOUNDATION, THE CHAIR OF THE FOUNDATION, AND DIRECTOR OF LORY'S PLACE SHALL ALSO BE EX-OFFICIO MEMBERS WITH A VOTE. ANY VACANCY SHALL BE FILLED WITH A PERSON SELECTED BY THE AFFIRMATIVE VOTE BY 2/3 OF THE REMAINING MEMBERS OF THE LORY'S PLACE ADVISORY BOARD COMMITTEE. THE DUTIES OF THE LORY'S PLACE ADVISORY BOARD COMMITTEE SHALL CONSIST OF THE FOLLOWING: 6.4.1 ADVISE THE BOARD AND MANAGEMENT AS TO THE FUNDRAISING, PROGRAMS, AND VOLUNTEER ACTIVITIES OF LORY'S PLACE; 6.4.2 PLAY AN ACTIVE ROLE IN DEVELOPING VOLUNTEERS AND SUPPORTERS OF LORY'S PLACE; 6.4.3 REPORT AT LEAST ONCE ANNUALLY OR MORE FREQUENTLY AS MAY BE NECESSARY TO THE BOARD ON THE ACTIVITIES OF LORY'S PLACE; 6.4.4 MAKE RECOMMENDATIONS TO THE BOARD REGARDING THE DIRECTION, STRATEGY, GOALS, AND PRIORITIES OF LORY'S PLACE; AND 6.4.5 PERFORM ANY OTHER DUTIES ASSIGNED BY THE BOARD. 12.4: PARAGRAPH ADDED: SPECIFIC POWERS RELATING TO LORY'S PLACE. GIVEN THAT THE FUNDS TO CONSTRUCT THE EDGEWATER FACILITIES OF LORY'S PLACE WERE GIVEN BY DONORS WITH THE EXPRESS UNDERSTANDING THAT THE FUNDS BE USED FOR THAT PURPOSE, IT IS UNDERSTOOD THAT IN THE UNLIKELY EVENT THAT THE FOUNDATION DISCONTINUES THE OPERATION OF LORY'S PLACE FOR ANY REASON, THE BUILDING, FURNISHINGS (INCLUDING BUT NOT LIMITED TO FURNITURE, EQUIPMENT, AND SUPPLIES), AND ANY DESIGNATED FUNDS OF LORY'S PLACE WILL BE DISTRIBUTED TO ANOTHER 501(C)(3) QUALIFIED ORGANIZATION, AS DETERMINED BY THE LORY'S PLACE ADVISORY BOARD COMMITTEE, TO CARRY ON THE ACTIVITIES OF LORY'S PLACE. |
| Form 990, Part VI, Section A, line 6 | COREWELL HEALTH, A MICHIGAN NONPROFIT CORPORATION, IS THE ULTIMATE SOLE MEMBER OF LAKELAND HEALTH FOUNDATION BENTON HARBOR/ST. JOSEPH. |
| Form 990, Part VI, Section A, line 7a | COREWELL HEALTH, A MICHIGAN NONPROFIT CORPORATION, IS THE ULTIMATE SOLE MEMBER OF LAKELAND HEALTH FOUNDATION BENTON HARBOR/ST. JOSEPH AND HAS THE RIGHT TO ELECT ONE OR MORE MEMBERS OF LAKELAND HEALTH FOUNDATION BENTON HARBOR/ST. JOSEPH'S GOVERNING BODY. |
| Form 990, Part VI, Section A, line 7b | COREWELL HEALTH, A MICHIGAN NONPROFIT CORPORATION, IS THE ULTIMATE SOLE MEMBER OF LAKELAND HEALTH FOUNDATION BENTON HARBOR/ST. JOSEPH AND HAS CERTAIN RESERVED POWERS OVER OPERATIONS OF LAKELAND HEALTH FOUNDATION BENTON HARBOR/ST. JOSEPH, INCLUDING BUT NOT LIMITED TO BUDGET, ACQUISITIONS, CAPITAL PROJECTS, AND PARTICIPATION IN JOINT VENTURES. |
| Form 990, Part VI, Section A, line 8b | THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| Form 990, Part VI, Section B, line 11b | THE FORM 990 IS PREPARED BY COREWELL HEALTH CORPORATE TAX. IT IS REVIEWED BY THE CORPORATE TAX MANAGER AND THE DIRECTOR OF TAX. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE GOVERNING BODY. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990. |
| Form 990, Part VI, Section B, line 12c | 1. CONFLICTS OF INTEREST MUST BE DISCLOSED, VIA AN ANNUAL ELECTRONIC DISCLOSURE PROCESS AND VERBALLY AT EACH BOARD AND BOARD COMMITTEE MEETING AS PART OF THE DECLARATION OF CONFLICT OF INTEREST PRIOR TO DISCUSSION OF ANY AGENDA ITEMS. 2. A PERSON HAVING A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT MAY MAKE A PRESENTATION AT A MEETING OF THE BOARD OR COMMITTEE WHICH IS CONSIDERING THAT TRANSACTION OR ARRANGEMENT, BUT AFTER THAT PRESENTATION HE/SHE SHALL LEAVE THE MEETING BEFORE DISCUSSION AND VOTING ON THAT PROPOSED TRANSACTION OR ARRANGEMENT. THE PERSON HAVING THE FINANCIAL INTEREST SHALL NOT BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT. 3. THE CHAIRPERSON OF THE BOARD OR THE COMMITTEE CHAIR SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE (INCLUDING OUTSIDE ADVISORS) TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND TO ADVISE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. 4. THE BOARD OR COMMITTEE SHALL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER THE ORGANIZATION CAN, WITH REASONABLE EFFORTS, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO ACONFLICT OF INTEREST. 5. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS AND MEMBERS WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 6. THE MINUTES OF THE MEETINGS OF THE BOARD AND ALL OF THE ORGANIZATION'S COMMITTEES SHALL SET FORTH: A) THE NAMES OF THE PERSONS WHO DISCLOSED A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE ORGANIZATION OR ANY OF ITS SUBSIDIARIES AND THE NATURE OF THE FINANCIAL INTEREST; AND B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO SUCH TRANSACTION OR ARRANGEMENT, INCLUDING ANY DISCUSSION OF ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THAT MATTER. THE VOTES OF INDIVIDUAL MEMBERS NEED NOT BE RECORDED UNLESS OTHERWISE DIRECTED BY THE BOARD OFDIRECTORS OR COMMITTEE. 7. THERE IS AN ONGOING REQUIREMENT THAT MEMBERS OF THE BOARD AND BOARD COMMITTEES UPDATE THEIR ANNUAL DISCLOSURE QUESTIONNAIRE AT ANY POINT DURING HIS/HER TENURE ON THE BOARD OF DIRECTORS WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. MANAGEMENT 1. UPON ACCEPTANCE OF AN EMPLOYMENT OFFER, EACH MEMBER OF MANAGEMENT (DIRECTORS AND ABOVE) COMPLETES A CONFLICT-OF-INTEREST DISCLOSURE QUESTIONNAIRE. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE QUESTIONNAIRE IS SENT TO THE ORGANIZATION'S SYSTEM COMPLIANCE DEPARTMENT. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE IS REVIEWED BY THE ORGANIZATION'S COMPLIANCE OPERATIONS ANALYST AND ESCALATED TO THE APPROPRIATE EXECUTIVE LEADERSHIP TEAM, IF NECESSARY. 2. ANNUALLY, EACH MEMBER OF MANAGEMENT (DIRECTORS AND ABOVE) COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ELECTRONICALLY. IF THERE IS AN AFFIRMATIVE DISCLOSURE, THE QUESTIONNAIRE IS REVIEWED BY THE APPROPRIATE EXECUTIVE LEADERSHIP TEAM. 3. THERE IS AN ONGOING REQUIREMENT TO UPDATE THE DISCLOSURE QUESTIONNAIRE WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. UPDATED DISCLOSURES FOLLOW THE SAME PROCESS AS INITIAL DISCLOSURES DESCRIBED ABOVE. 4. THE COMPLIANCE OFFICER, IN CONSULTATION WITH EXECUTIVE MANAGEMENT, DETERMINES HOW REPORTED CONFLICTS SHOULD BE MANAGED. MANAGEMENT OF A CONFLICT MAY TAKE A VARIETY OF DIFFERENT FORMS FROM IMPLEMENTATION OF A MANAGEMENT PLAN TO REQUIRING THAT THE MEMBER OF MANAGEMENT CEASE THE ACTIVITY CREATING THE CONFLICT OR, IN EXTREME CASES, LEAVE THE ORGANIZATION'S EMPLOYMENT. MANAGEMENT OF A CONFLICT IS DETERMINED ON AN INDIVIDUAL BASIS BASED UPON THE FACTS AND CIRCUMSTANCES SURROUNDING THE DISCLOSURE. THE PURPOSE OF CONFLICT MANAGEMENT IS TO PROVIDE TRANSPARENCY WITHIN THE ORGANIZATION AND TO ENSURE THAT THE ORGANIZATION'S EMPLOYEES ARE ALWAYS ACTING IN THE BEST INTEREST OF THE ORGANIZATION. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION HAVE BEEN PROVIDED TO THE STATE OF MICHIGAN AND ARE AVAILABLE TO THE PUBLIC ON THE STATE'S WEBSITE. THE ORGANIZATION'S BYLAWS AND INTERNAL POLICIES ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, line 11g | SHARED SERVICES/MGMT FEES: Program service expenses 513,329. Management and general expenses 0. Fundraising expenses 0. Total expenses 513,329. |
| Form 990, Part XI, line 9: | TRANSFERS FROM AFFILIATES 4,470,109. NET ASSETS BEGINNING OF YEAR REPORTED ON GROUP FILING 24,301,481. |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN OVERSIGHT FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAUMONT MEDICAL TRANSPORTATION SERVICES INC | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 260203703 | MEDICAL TRANSPORTATIONAL SERVICES | MI | 501(c)(3) | Line 10 | BH GRAND RIVER SOUTHFIELD INC | 0 | |
| BH GRAND RIVER SOUTHFIELD INC | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382410823 | EMERGENCY MEDICAL SERVICES | MI | 501(c)(3) | Line 10 | BOTSFORD GENERAL HOSPITAL | 0 | |
| COREWELL HEALTH | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383382353 | SUPPORTING ORGANIZATION | MI | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |
| LAKESHORE AREA RADIATION ONCOLOGY CENTER | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383067954 | RADIATION SERVICES | MI | 501(c)(3) | Line 3 | SPECTRUM HEALTH HOSPITALS | 0 | |
| MICHIGAN MOBILE PET IMAGING | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 331086165 | MOBILE PET SCANNING | MI | 501(c)(3) | Line 12a, I | OAKWOOD HEALTHCARE INC | 0 | |
| PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA INC | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 311069321 | HMO MANAGEMENT | IN | 501(c)(4) | PRIORITY HEALTH | 0 | ||
| PRIORITY HEALTH | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382715520 | HMO MANAGEMENT | MI | 501(c)(4) | COREWELL HEALTH | 0 | ||
| PRIORITY HEALTH CHOICE INC | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 320016523 | HMO MANAGEMENT | MI | 501(c)(3) | Line 10 | PRIORITY HEALTH | 0 | |
| TOTAL HEALTH CARE USA INC | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383240485 | HMO MANAGEMENT | MI | 501(c)(4) | TOTAL HEALTH CARE INC | 0 | ||
| TOTAL HEALTH CARE INC | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382018957 | HMO MANAGEMENT | MI | 501(c)(4) | PRIORITY HEALTH | 0 | ||
| TRINITY HEALTH PLANS | |||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382663747 | HOLDING COMPANY | MI | 501(c)(4) | PRIORITY HEALTH | 0 | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHCC TAYLOR LLC | ||||||||||
| 2355 E CAMELBACK RD STE 700 | PHOENIX | AZ | 85016 | 923588577 | MANAGEMENT | MI | N/A | N/A | 0 | 0 |
| CHCC TROY LLC | ||||||||||
| 2355 E CAMELBACK RD STE 700 | PHOENIX | AZ | 85016 | 923960104 | MANAGEMENT | MI | N/A | N/A | 0 | 0 |
| CHEC 1 LLC | ||||||||||
| 2355 E CAMELBACK RD STE 700 | PHOENIX | AZ | 85016 | 990525515 | MANAGEMENT | MI | N/A | N/A | 0 | 0 |
| CHEC 2 LLC | ||||||||||
| 2355 E CAMELBACK RD STE 700 | PHOENIX | AZ | 85016 | 990647116 | MANAGEMENT | MI | N/A | N/A | 0 | 0 |
| CHSC ROYAL OAK LLC | ||||||||||
| 2355 E CAMELBACK RD STE 700 | PHOENIX | AZ | 85016 | 991134940 | MANAGEMENT | MI | N/A | N/A | 0 | 0 |
| DEARBORN SCHAEFFER OFFICE CO LLC | ||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 262448025 | REAL ESTATE | MI | N/A | N/A | 0 | 0 |
| OAKMED LLC | ||||||||||
| 1938 WOODSLEE DRIVE | TROY | MI | 48084 | 461459737 | PRIVATE DUTY NURSING | MI | N/A | N/A | 0 | 0 |
| SPECTRUM ATLAS JV LLC | ||||||||||
| 2355 E CAMELBACK RD STE 700 | PHOENIX | AZ | 85016 | 874265336 | MANAGEMENT | MI | N/A | N/A | 0 | 0 |
| WEST MICHIGAN ACCOUNTABLE CARE ORGANIZATION LLC | ||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 833153113 | ACCOUNTABLE CARE ORGANIZATION | MI | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1697 MICHIGAN STREET PROPERTY | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 831721239 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| 25 MICHIGAN STREET CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 161734157 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| 35 MICHIGAN STREET CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 272193084 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| BH SOUTHFIELD BILLING INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382755982 | MANAGEMENT AND DISPATCH SERVICES | MI | BH GRAND RIVER SOUTHFIELD INC | C | 0 | |||||
| BLUE STAR PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 208313519 | PROPERTY MANAGEMENT | MI | HOSPICE AT HOME INC | C | 0 | |||||
| BOTSFORD COMMONS PROPERTY ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383203663 | PROPERTY MANAGEMENT | MI | BOTSFORD CONTINUING CARE CORPORATION | C | 0 | |||||
| COREWELL HEALTH INDEMNITY COMPANY LTD | ||||||||||||||
| 980512415 | PREMIUM DEPOSITS | COREWELL HEALTH | 0 | 23 LIME TREE BAY AVENUE | GRAND CAYMAN | CJ | CJ | |||||||
| COREWELL HEALTH PHYSICIANS INSURANCE COMPANY | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 274261262 | PROFESSIONAL INSURANCE | MI | COREWELL HEALTH | C | 0 | |||||
| FOUR FLAGS PROPERTIES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 364501639 | PROPERTY MANAGEMENT | MI | LAKELAND HEALTH VENTURES INC | C | 0 | |||||
| GRAND RIVER ABSOLUTE RETURN FUND LTD | ||||||||||||||
| POOLED INVESTMENT FUND | COREWELL HEALTH | 0 | PO BOX 852 | GRAND CAYMAN | CJ | CJ | KY1-1103 | |||||||
| HELEN DE VOS WOMEN AND CHILDREN'S HEALTH PAVILION ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383264184 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| INNOVATIVE HEALTHCARE STRATEGIES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 474139320 | NETWORK NEGOTIATIONS | IN | PHP MANAGEMENT SYSTEMS INC | C | 0 | |||||
| LAKELAND HEALTH ENTERPRISES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382669798 | ACCOUNTING AND BILLING | MI | LAKELAND REGIONAL HEALTH SYSTEM INC | C | 0 | |||||
| LAKELAND HEALTH VENTURES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 272313790 | HOLDING COMPANY | MI | LAKELAND HEALTH ENTERPRISES INC | C | 0 | |||||
| LAKELAND MEDICAL PRACTICES | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 270381199 | MEDICAL ADMINISTRATIVE SERVICES | MI | LAKELAND HEALTH ENTERPRISES INC | C | 0 | |||||
| LAKELAND PERSONAL CARE SERVICES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 272990797 | HEALTHCARE SERVICES | MI | LAKELAND HEALTH VENTURES INC | C | 0 | |||||
| LAKELAND PHYSICIAN CARE NETWORK | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 208513031 | HEALTHCARE SERVICES | MI | LAKELAND HEALTH ENTERPRISES INC | C | 0 | |||||
| LEMMEN-HOLTON CANCER PAVILION CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 161734150 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| LIONTECH INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 300319874 | CLAIMS SOFTWARE | IN | PHP MANAGEMENT SYSTEMS INC | C | 0 | |||||
| MICHIGAN STREET PARKING CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 161734145 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| MICHIGAN STREET PROJECT CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 364873152 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| MUSCULO-SKELETAL CENTER CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383180086 | PROPERTY MANAGEMENT | MI | SPECTRUM HEALTH HOSPITALS | C | 0 | |||||
| NILES PROFESSIONAL SERVICES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382633419 | HEALTHCARE SERVICES | MI | LAKELAND HEALTH VENTURES INC | C | 0 | |||||
| OAKWOOD AFFILIATED VENTURES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 371753159 | HOLDING COMPANY | MI | OAKWOOD HEALTHCARE INC | C | 0 | |||||
| OAKWOOD ENTERPRISES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382601930 | PROPERTY MANAGEMENT | MI | OAKWOOD AFFILIATED VENTURES INC | C | 0 | |||||
| PENNOCK PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 384056359 | PROPERTY MANAGEMENT | MI | PENNOCK HOSPITAL | C | 0 | |||||
| PENNOCK VENTURES INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382712819 | PROPERTY MANAGEMENT | MI | PENNOCK HOSPITAL | C | 0 | |||||
| PHP HOLDING COMPANY | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 208074365 | HOLDING COMPANY | IN | PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA INC | C | 0 | |||||
| PHP INSURANCE COMPANY OF INDIANA INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 203064284 | STOP LOSS REI | IN | PHP HOLDING COMPANY | C | 0 | |||||
| PHP MANAGEMENT SYSTEMS INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 351826719 | THIRD PARTY ADMINISTRATOR | IN | PHP HOLDING COMPANY | C | 0 | |||||
| PRIORITY HEALTH INSURANCE COMPANY | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 201529553 | INSURANCE | MI | PRIORITY HEALTH | C | 0 | |||||
| PRIORITY HEALTH MANAGED BENEFITS INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 383085182 | THIRD PARTY ADMINISTRATOR | MI | COREWELL HEALTH | C | 0 | |||||
| PRO-CLAIM PLUS INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 351938551 | THIRD PARTY ADMINISTRATOR | IN | PHP MANAGEMENT SYSTEMS INC | C | 0 | |||||
| SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 272589359 | PHYSICIANS OFFICE | MI | LAKELAND HEALTH ENTERPRISES INC | C | 0 | |||||
| SPECTRUM HEALTH PHYSICIAN ALLIANCE | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 371655728 | PHYSICIANS OFFICE | MI | COREWELL HEALTH | C | 0 | |||||
| THE PHARMACY SHOPPE INC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382929090 | PHARMACEUTICALS | MI | LAKELAND HEALTH VENTURES INC | C | 0 | |||||
| WMHTC | ||||||||||||||
| 100 COREWELL DR NW | GRAND RAPIDS | MI | 49503 | 382125186 | PHYSICIANS | MI | COREWELL HEALTH | C | 0 | |||||
| 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments