BEACON HEALTH ALLIANCE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEACON HEALTH ALLIANCE INC (EIN 38-2335286)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201701329349302020
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:04:01-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382335286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Health Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BORG | BusinessNameControlTxt |
| Phone | 2692268301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Gull Road | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490481640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Felbinger | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathy Young | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Gull Road | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490481640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,148,103 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.borgess.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Serving more than 1 million people through a network of hospitals & healthcare facilities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,620 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,571,759 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,054,980 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,307,044 | PYInvestmentIncomeAmt |
| CY Investment Income | $427,259 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,487,825 | PYOtherRevenueAmt |
| CY Other Revenue | $4,653,121 | CYOtherRevenueAmt |
| PY Total Revenue | $9,366,628 | PYTotalRevenueAmt |
| CY Total Revenue | $9,136,980 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,144,047 | 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 | $49,584,370 | PYOtherExpensesAmt |
| CY Other Expenses | $61,833,223 | CYOtherExpensesAmt |
| PY Total Expenses | $60,728,417 | PYTotalExpensesAmt |
| CY Total Expenses | $61,833,223 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$51,361,789 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$52,696,243 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $196,831,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,086,867 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $245,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,288,387 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $196,586,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,798,480 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The purpose of Borgess Health is to be a values-based health system continuing the healing mission of the Sisters of St. Joseph and responding to the needs of those we serve. Our commitment to those we serve respects the dignity of human life and actively responds to the needs of the poor. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $47,181,283 | ExpenseAmt |
| Revenue | $8,210,859 | RevenueAmt |
| Desc | TOGETHER, OUR PHYSICIANS, ASSOCIATES AND MEMBERS OFFER A COMPLETE CONTINUUM OF SERVICES TO NEARLY 1 MILLION PEOPLE LIVING IN 10 COUNTIES IN SOUTHWEST MICHIGAN. DELIVERING COMPREHENSIVE PREVENTION, PRIMARY CARE, ADVANCED TREATMENT PROGRAMS AND REHABILITATION SERVICES, BORGESS HEALTH IS ONE OF THE AREA'S LARGEST HEALTH CARE PROVIDERS AND EMPLOYERS, BORGESS HEALTH INCLUDES BORGESS MEDICAL CENTER, OUR FLAGSHIP HOSPITAL, ALONG WITH MANY OWNED OR AFFILIATED ENTITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $1,725 | RevenueAmt |
| Desc | BORGESS HEALTH ALLIANCE, INC. HOSTS INFORMATION SEMINARS AND PROVIDES OTHER HEALTH CARE SERVICES TO THE PUBLIC REGARDING CHANGES FORESEEN IN THE HEALTHCARE INDUSTRY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,181,283 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Felbinger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2692265499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Gull Road | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| BETH BRUTSCHE | |||||||||
| SECRETARY (start 9/2015) | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JERRY LOVE | |||||||||
| CHAIR | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN POZO PHD | |||||||||
| TREASURER (START 9/15) | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHY A YOUNG | |||||||||
| PRESIDENT/CEO | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $855,101 | $32,291 | ||
| JONI KNAPPER | |||||||||
| VICE CHAIR (START 9/2015) | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANJAY DALAL MD | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY DRUSKOVICH MD | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY ELLEN GONDECK CSJ | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES F HETTINGER | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT LITTLE | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY SLATER md | |||||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MIRJANA STANCIC MD | |||||||||
| TRUSTEE (END 2/2016) | 1.0 | 39.0 | Yes (X) | $0 | $268,420 | $23,807 | |||
| CHARLES BURLING DDS | |||||||||
| TRUSTEE (START 9/2015) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS ROHS JR MD | |||||||||
| TRUSTEE - (START 2/2016) | 1.0 | 39.0 | Yes (X) | $0 | $538,005 | $40,058 | |||
| RICHARD FELBINGER | |||||||||
| CFO - HEALTH SYSTEM | 1.0 | 39.0 | Yes (X) | $0 | $477,756 | $35,180 | |||
| J PATRICK DYSON | |||||||||
| EXECUTIVE VP | 1.0 | 39.0 | $0 | $631,208 | $27,943 | Yes (X) | |||
| ROBERT HILL MD | |||||||||
| CHIEF MEDICAL OFFICER | 1.0 | 39.0 | $0 | $419,898 | $36,357 | Yes (X) | |||
| JOHN RYDER | |||||||||
| COO - LEE & PIPP | 1.0 | 42.0 | $0 | $219,752 | $36,005 | Yes (X) | |||
| MARK ANTHONY | |||||||||
| COO - HEALTH SYSTEM (END 6/2015) | 0.0 | 40.0 | $0 | $444,314 | $20,886 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,854,454 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $252,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $1,620 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $1,620 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Joint Venture Revenue | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $4,054,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,054,980 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,054,980 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,259 | TotalRevenueColumnAmt |
| Exclusion | $427,259 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $434,942 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,123 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $423,819 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $423,819 | TotalRevenueColumnAmt |
| Exclusion | $423,819 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Fitness Club Revenue | 900099 | $1,853,174 | $1,853,174 | |
| Contract Services | 621990 | $467,344 | $467,344 | |
| Cafeteria/Gift Shop | 621990 | $71,698 | $71,698 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,837,086 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,837,086 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,229,302 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,136,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,212,584 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $922,776 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,352 | TotalAmt |
| Management And General | $28,352 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,189 | TotalAmt |
| Management And General | $892,189 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,360 | TotalAmt |
| Management And General | $444,360 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,229 | TotalAmt |
| Management And General | $1,344,229 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,481,072 | TotalAmt |
| Program Services | $124,046 | ProgramServicesAmt |
| Management And General | $2,357,026 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,705,257 | TotalAmt |
| Program Services | $24,034,731 | ProgramServicesAmt |
| Management And General | $2,670,526 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,640,322 | TotalAmt |
| Program Services | $182,016 | ProgramServicesAmt |
| Management And General | $3,458,306 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,049 | TotalAmt |
| Management And General | $151,049 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,371 | TotalAmt |
| Management And General | $26,371 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,355,867 | TotalAmt |
| Program Services | $2,355,867 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,525 | TotalAmt |
| Management And General | $174,525 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Purchased Services | $4,473,918 | $2,867,947 | $1,605,971 |
| Billing Contract Services | $15,175,515 | $15,175,515 | |
| Recruiting | $832,546 | $832,546 | |
| Professional Fees | $1,927,365 | $1,830,997 | $96,368 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180,286 | TotalAmt |
| Program Services | $610,164 | ProgramServicesAmt |
| Management And General | $570,122 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,833,223 | TotalAmt |
| Program Services | $47,181,283 | ProgramServicesAmt |
| Management And General | $14,651,940 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,916,146 | BOYAmt |
| EOY | $6,002,537 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,000 | BOYAmt |
| EOY | $90,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $319,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,327,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,879,119 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,277 | BOYAmt |
| EOY | $2,447,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,310,433 | BOYAmt |
| EOY | $6,841,223 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,530,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,112,791 | BOYAmt |
| EOY | $99,854,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,831,647 | BOYAmt |
| EOY | $125,086,867 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,211 | BOYAmt |
| EOY | $974,826 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $313,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,211 | BOYAmt |
| EOY | $1,288,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,586,436 | BOYAmt |
| EOY | $123,798,480 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,586,436 | BOYAmt |
| EOY | $123,798,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,831,647 | BOYAmt |
| EOY | $125,086,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$52,696,243 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,140,956 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,950,757 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORGESS MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360526 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $47,181,283 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $47,181,283 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (true) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (true) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies | Due to the integrated nature of the health system, there is significant overlap in the board of Borgess Health Alliance and its supported organization Borgess Medical Center. As such, each organization has a significant voice in the operations of the other. |
| Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes | BORGESS HEALTH ALLIANCE IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF BORGESS MEDICAL CENTER. IN FURTHERANCE OF THESE PURPOSES THE ORGANIZATION MAY UNDERTAKE THE SPONSORSHIP OF OR PROVIDE ASSISTANCE TO SPECIFIC HOSPITAL BUILDINGS AND HEALTH RELATED FACILITIES, AND HOSPITAL AND HEALTH CARE EQUIPMENT, PROJECTS AND PROGRAMS TO IMPROVE THE PATIENT CARE AT THE HOSPITAL AND ITS FACILITIES. IN CONNECTION WITH THE ACTIVITIES OF THE HOSPITAL THE ORGANIZATION PROMOTES THE GENERAL HEALTH OF THE PUBLIC AND ENCOURAGES, SUPPORTS AND PROMOTES THE HOSPITAL'S AND HEALTH CARE FACILITIES EDUCATION, TRAINING AND RESEARCH PROGRAMS. |
| Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In | BORGESS MEDICAL CENTER WOULD HAVE ENGAGED IN THESE ACTIVITIES TO FURTHER ITS PHILOSOPHY AND MISSION OF HEALING AND SERVICE TO THE SICK AND POOR AND TO PROMOTE, SUPPORT AND ENGAGE IN ITS RELIGIOUS, CHARITABLE, SCIENTIFIC AND EDUCATIONAL PHILOSOPHIES. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,000 | OtherCostOrOtherBasisAmt |
| Book Value | $50,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,478,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,070,850 | DepreciationAmt |
| Book Value | $407,236 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,472 | DepreciationAmt |
| Book Value | $2,528 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,733,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,745,797 | DepreciationAmt |
| Book Value | $1,988,158 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,447,922 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Equity in Woodbridge Center, LLC | $944,374 | C |
| Equity in SMIC, LLC | $2,301,183 | C |
| Equity in Kalamazoo Foundation | $3,595,666 | C |
| Equity in Reverence Home Health | $0 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,841,223 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Assets | $39,507 |
| Due from Borgess Medical Center | |
| Interest in Investment Held by Ascension Health Alliance | $86,058,716 |
| Due From Affiliates | $13,756,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $99,854,916 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AH Savings Plan Liability | Desc |
| Amt | $313,561 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $313,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | From the consolidated audited financial statements of Ascension Health Alliance and its member entities ("The System") which include the activity of Borgess Health Alliance, Inc.: The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2016. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHY A YOUNG | ||||||||||||||
| PRESIDENT/CEO | $0 | $492,971 | $0 | $287,870 | $0 | $74,260 | $0 | $15,900 | $0 | $16,391 | $0 | $887,392 | $0 | $0 |
| MIRJANA STANCIC MD | ||||||||||||||
| TRUSTEE (END 2/2016) | $0 | $252,398 | $0 | $15,144 | $0 | $878 | $0 | $13,551 | $0 | $10,256 | $0 | $292,227 | $0 | $0 |
| THOMAS ROHS JR MD | ||||||||||||||
| TRUSTEE - (START 2/2016) | $0 | $519,521 | $0 | $16,000 | $0 | $2,484 | $0 | $13,250 | $0 | $26,808 | $0 | $578,063 | $0 | $0 |
| MARK ANTHONY | ||||||||||||||
| COO - HEALTH SYSTEM (END 6/2015) | $0 | $183,228 | $0 | $0 | $0 | $261,086 | $0 | $9,596 | $0 | $11,290 | $0 | $465,200 | $0 | $0 |
| RICHARD FELBINGER | ||||||||||||||
| CFO - HEALTH SYSTEM | $0 | $322,951 | $0 | $142,869 | $0 | $11,936 | $0 | $15,900 | $0 | $19,280 | $0 | $512,936 | $0 | $0 |
| J PATRICK DYSON | ||||||||||||||
| EXECUTIVE VP | $0 | $380,632 | $0 | $162,663 | $0 | $87,913 | $0 | $15,900 | $0 | $12,043 | $0 | $659,151 | $0 | $72,567 |
| ROBERT HILL MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $0 | $320,566 | $0 | $96,288 | $0 | $3,044 | $0 | $11,925 | $0 | $24,432 | $0 | $456,255 | $0 | $0 |
| JOHN RYDER | ||||||||||||||
| COO - LEE & PIPP | $0 | $172,626 | $0 | $38,378 | $0 | $8,748 | $0 | $12,130 | $0 | $23,875 | $0 | $255,757 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | ASCENSION HEALTH, A RELATED ORGANIZATION OF BORGESS HEALTH ALLIANCE, INC., USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: - COMPENSATION COMMITTEE, - INDEPENDENT COMPENSATION CONSULTANT, - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individual(s) received severance payments from the organization or a related organization: Mark Anthony - $160,002 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Eligible Executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon to facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. Distributions during CY 2015: J. Patrick Dyson $72,567 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a Process for determining compensation of the organization's CEO | In determining the compensation of the organization's CEO, the process, performed by Ascension Health, a related organization of Borgess Health Alliance, Inc., included a review and approval by independent persons, comparability data and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the committee minutes. The individual was not present when his compensation was decided. |
| Form 990, Part VI, Line 15b COMPENSATION of Other officers and key employees | In determining the compensation of the other officers of the organization, the process, performed by Borgess Medical Center, a related organization of Borgess Health Alliance, Inc., included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the other officers of the organization were compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Due to a reorganization effective July 17, 2015, the sole corporate member of Borgess Health Alliance, Inc. changed from Ascension Health to Ascension Michigan. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Borgess Health Alliance, Inc. has a single corporate member, Ascension Michigan. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Borgess Health Alliance, Inc. has a single corporate member, Ascension Michigan, who has the ability to elect members of the governing body of the Borgess Health Alliance, Inc. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the system. Specific areas that are identified in the authority matrix are: new organizations & major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic & financial plans; assets; system policies & procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members' questions. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The organization regularly and consistently monitors and enforces compliance with the Conflict of Interest Policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exists. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization will provide any documents open to public inspection upon request. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Community Services - Total Revenue: 195738, Related or Exempt Function Revenue: 195738, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Miscellaneous - Total Revenue: 1641348, Related or Exempt Function Revenue: 1641348, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfers With Affiliates - -15950757; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (37 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASCENSION HEALTH ALLIANCE | ||||||||||
| PO BOX 45998 | ST LOUIS | MO | 63145 | 453358926 | NATIONAL HEALTH SYSTEM | MO | 501(c)(3 | Type I | NA | false |
| ASCENSION HEALTH | ||||||||||
| PO BOX 45998 | ST LOUIS | MO | 63145 | 311662309 | NATIONAL HEALTH SYSTEM | MO | 501(c)(3 | Type I | ASCENSION HEALTH ALLIANCE | false |
| ASCENSION MICHIGAN | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 382631907 | HEALTH CARE | MI | 501(c)(3 | 9 | ASCENSION HEALTH | false |
| ST JOHN PROVIDENCE | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 382244034 | PARENT | MI | 501(c)(3 | Type III-FI | ASCENSION MICHIGAN | Yes (true) |
| BRIGHTON CENTER FOR RECOVERY | ||||||||||
| 12851 GRAND RIVER | BRIGHTON | MI | 48116 | 381576680 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| PROVIDENCE-PROVIDENCE PARK HOSPITAL | ||||||||||
| 16001 WEST NINE MILE ROAD | SOUTHFIELD | MI | 48037 | 381358212 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| ST JOHN HOSPITAL & MEDICAL CENTER | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 381359063 | HEALTH CARE | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| ST JOHN RIVER DISTRICT HOSPITAL | ||||||||||
| 4100 RIVER ROAD | EAST CHINA | MI | 48054 | 383160564 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| ST JOHN MACOMB-OAKLAND HOSPITAL | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 383322109 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| REVERENCE HOME HEALTH & HOSPICE | ||||||||||
| 5445 ALI DRIVE DEPT 800 | GRAND BLANC | MI | 484395172 | 383408684 | HEALTH CARE | MI | 501(c)(3 | 7 | ST JOHN PROVIDENCE | Yes (true) |
| EASTWOOD COMMUNITY CLINICS | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 381958763 | HEALTH CARE | MI | 501(c)(3 | 9 | ST JOHN PROVIDENCE | Yes (true) |
| ST JOHN PROVIDENCE PHYSICIANS CMG | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 382601348 | HEALTH CARE | MI | 501(c)(3 | 9 | ST JOHN PROVIDENCE | Yes (true) |
| MEDICAL RESOURCES GROUP | ||||||||||
| 43800 GARFIELD | CLINTON TOWNSHIP | MI | 48038 | 383494637 | HEALTH CARE | MI | 501(c)(3 | 9 | ST JOHN PROVIDENCE | Yes (true) |
| PROVIDENCE HEALTH FOUNDATION | ||||||||||
| 22101 MOROSS | DETROIT | MI | 48236 | 383526629 | FUNDRAISING | MI | 501(c)(3 | Type III-FI | ST JOHN PROVIDENCE | Yes (true) |
| SETON HEALTH CORP OF SE MICHIGAN | ||||||||||
| 28000 DEQUINDRE | WARREN | MI | 48092 | 382820107 | HEALTH CARE | MI | 501(c)(3 | 9 | ST JOHN PROVIDENCE | Yes (true) |
| ST JOHN COMMUNITY HEALTH INVESTMENT CORP | ||||||||||
| 28000 DEQUINDRE ROAD | WARREN | MI | 48092 | 382262856 | HEALTH CARE | MI | 501(c)(3 | 3 | ST JOHN PROVIDENCE | Yes (true) |
| ST JOHN HOSPITAL FOUNDATION | ||||||||||
| 22101 MOROSS | DETROIT | MI | 48236 | 202961579 | FUNDRAISING | MI | 501(c)(3 | 7 | ST JOHN PROVIDENCE | Yes (true) |
| GENESYS HEALTH SYSTEM | ||||||||||
| ONE GENESYS PARKWAY | GRAND BLANC | MI | 484398065 | 383339703 | HEALTH SYSTEM PARENT | MI | 501(c)(3 | Type II | ASCENSION MICHIGAN | Yes (true) |
| GENESYS REGIONAL MEDICAL CENTER | ||||||||||
| ONE GENESYS PARKWAY | GRAND BLANC | MI | 484398065 | 382377821 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| GENESYS HEALTH FOUNDATION | ||||||||||
| ONE GENESYS PARKWAY | GRAND BLANC | MI | 484398065 | 383591148 | FOUNDATION | MI | 501(c)(3 | Type I | GENESYS HEALTH SYSTEM | Yes (true) |
| HEALTH SOURCE GROUP | ||||||||||
| 5455 ALI DR DEPT 200 | GRAND BLANC | MI | 484395195 | 382427678 | PRG RELATED INVESTMENTS | MI | 501(c)(3 | Type I | GENESYS HEALTH SYSTEM | Yes (true) |
| GENESYS AMBULATORY HEALTH SERVICES | ||||||||||
| 5455 ALI DR DEPT 200 | GRAND BLANC | MI | 484395195 | 382371754 | HEALTH SRVCS/STAFFING/PROP MNGT | MI | 501(c)(3 | Type II | GENESYS HEALTH SYSTEM | Yes (true) |
| CENTER FOR GERONTOLOGY | ||||||||||
| 5455 ALI DRIVE DEPT200 | GRAND BLANC | MI | 484395195 | 382514708 | ADULT DAY CARE | MI | 501(c)(3 | Type I | GENESYS AMBULATORY HEALTH SERVICES | Yes (true) |
| GENESYS CONVALESCENT CENTER | ||||||||||
| 8481 HOLLY ROAD | GRAND BLANC | MI | 484391812 | 382317364 | CONVALESCENT CENTER | MI | 501(c)(3 | 3 | GENESYS AMBULATORY HEALTH SERVICES | Yes (true) |
| LEE MEMORIAL HOSPITAL CORPORATION | ||||||||||
| 420 WEST HIGH STREET | DOWAGIAC | MI | 49047 | 381490190 | HEALTHCARE SERVICES | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| BORGESS MEDICAL CENTER | ||||||||||
| 1521 GULL ROAD | KALAMAZOO | MI | 49048 | 381360526 | HEALTHCARE SERVICES | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| BORGESS AMBULATORY CARE CORPORATION | ||||||||||
| 1521 GULL ROAD | KALAMAZOO | MI | 49048 | 382468823 | HOLDING COMPANY | MI | 501(c)(3 | 3 | BORGESS HEALTH ALLIANCE INC | Yes (true) |
| BORGESS FOUNDATION | ||||||||||
| 1521 GULL ROAD | KALAMAZOO | MI | 49048 | 237222558 | FUNDRAISING | MI | 501(c)(3 | Type III-FI | BORGESS HEALTH ALLIANCE INC | Yes (true) |
| LEE MEMORIAL FOUNDATION | ||||||||||
| 420 W HIGH STREET | DOWAGIAC | MI | 49047 | 382860459 | FUNDRAISING | MI | 501(c)(3 | Type III-FI | LEE MEMORIAL HOSPITAL CORPORATION | Yes (true) |
| PROMED HEALTHCARE | ||||||||||
| 1521 GULL ROAD | KALAMAZOO | MI | 49048 | 383193801 | HEALTHCARE SERVICES | MI | 501(c)(3 | 9 | BORGESS HEALTH ALLIANCE INC | Yes (true) |
| ST MARY'S - ST JOSEPH HEALTH SYSTEM | ||||||||||
| 800 S WASHINGTON AVENUE | SAGINAW | MI | 48601 | 461084363 | SUPPORTING ORGANIZATION | MI | 501(c)(3 | Type III-FI | ASCENSION MICHIGAN | Yes (true) |
| STANDISH COMMUNITY HOSPITAL | ||||||||||
| 805 WEST CEDEAR STREET | STANDISH | MI | 48658 | 381671120 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| ST MARY'S OF MICHIGAN MEDICAL CENTER | ||||||||||
| 800 S WASHINGTON AVENUE | SAGINAW | MI | 48601 | 380997730 | HOSPITAL | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| ST MARY'S MEDICAL CENTER FOUNDATION SAGINAW MICHIGAN | ||||||||||
| 800 S WASHINGTON AVENUE | SAGINAW | MI | 48601 | 382246366 | FUNDRAISING | MI | 501(c)(3 | Type II | STMARY'S OF MICHIGAN MEDICAL CENTER | Yes (true) |
| FIELD NEUROSCIENCES INSTITUTE | ||||||||||
| 800 S WASHINGTON AVENUE | SAGINAW | MI | 48601 | 382790703 | MEDICAL RESEARCH ORGANIZATION | MI | 501(c)(3 | 9 | STMARY'S OF MICHIGAN MEDICAL CENTER | Yes (true) |
| ST JOSEPH HEALTH SYSTEM | ||||||||||
| 200 HEMLOCK ROAD | TAWAS CITY | MI | 48763 | 381443395 | HEALTH CARE | MI | 501(c)(3 | 3 | ASCENSION MICHIGAN | Yes (true) |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||||
| 200 HEMLOCK ROAD | TAWAS CITY | MI | 48763 | 010790428 | FUNDRAISING | MI | 501(c)(3 | Type I | ST JOSEPH HEALTH SYSTEM | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|
| ADVENT PARTNERS LP | |||||||||
| 28000 DEQUINDRE | WARREN | MI | 48092 | 383544539 | RENTAL REAL ESTATE | MI | NA | N/A | 0 |
| TOWNE CENTRE SURGERY CENETER | |||||||||
| 4599 TOWNE CENTRE | SAGINAW | MI | 48604 | 204943843 | OUTPATIENT SERVICES | MI | NA | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HEALTH ENTERPRISES | |||||||||
| 200 HEMLOCK ROAD | TAWAS CITY | MI | 48764 | 382686747 | OTHER MEDICAL | MI | NA | C Corporation | Yes (true) |
| GENESYS PRACTICE PARTNERS | |||||||||
| 5445 ALI DRIVE DEPT 200 | GRAND BLANC | MI | 48439 | 030516871 | EMPLOYED PHY PRACTICE | MI | NA | C Corporation | Yes (true) |
| BEECHER BALLENGER SERVICES | |||||||||
| ONE GENESYS PARKWAY | GRAND BLANC | MI | 484398065 | 382497922 | HOLDING COMPANY | MI | NA | C Corporation | Yes (true) |
| ADVENT INC | |||||||||
| 28000 DEQUINDRE | WARREN | MI | 48092 | 382971743 | RENTAL REAL ESTATE | MI | NA | C Corporation | Yes (true) |
| AFFILIATED HEALTH SERVICES INC | |||||||||
| 28000 DEQUINDRE | WARREN | MI | 48092 | 382292922 | MEDICAL SERVICES | MI | NA | C Corporation | Yes (true) |
| St Mary's Health | |||||||||
| 800 S Washington Avenue | Saginaw | MI | 48601 | 383477017 | Dormant | MI | NA | C Corporation | Yes (true) |
| TEXTILE SYSTEMS INC | |||||||||
| 817 WALBRIDGE | KALAMAZOO | MI | 49007 | 382705047 | LAUNDRY SERVICES | MI | NA | C Corporation | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Borgess Medical Center | ||
| S | $123,523,070 | FMV |
| Borgess Medical Center | ||
| P | $36,632,789 | FMV |
| Borgess Foundation | ||
| P | $359,450 | FMV |
| Borgess Ambulatory Care Corporation | ||
| P | $524,630 | FMV |
| ProMed Healthcare | ||
| P | $20,586,602 | FMV |
| ProMed Healthcare | ||
| Q | $54,188 | FMV |
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