COREWELL HEALTH: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-2156872)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201612289349306271
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T16:24:34-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 RENAISSANCE DR STE 120 | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382156872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 2699838166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVE | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY CALHOUN | PersonNm |
| Person Title | VP - FINANCE & CFO | PersonTitleTxt |
| Phone | 2699838166 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENLEY PENNER CPA | PreparerPersonNm |
| PTIN | P00740260 | PTIN |
| Phone | 2699828000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOREN HAMEL MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVE | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $747,798,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LAKELANDHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | LAKELAND HOSPITAL IS A 339 BED ACUTE CARE HOSPITAL AND PROVIDES A FULL CONTINIUM OF HEALTHCARE SERVICES TO IT'S TRI-COUNTY AREA. LAKELAND REGIONAL HEALTH SYSTEM IS THE PARENT COMPANY FOR LAKELAND HOSPITALS, NURSING HOMES, AND OTHER HEALTH-RELATED SERVICE CORPORATIONS SERVING THE TRI-COUNTY AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3252 | TotalEmployeeCnt |
| Total Volunteers | 700 | TotalVolunteersCnt |
| Total Gross UBI | $3,388,099 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$246,958 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $486,766 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,209,428 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $359,118,438 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $366,926,054 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,624,813 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,814,041 | CYInvestmentIncomeAmt |
| PY Other Revenue | $305,184 | PYOtherRevenueAmt |
| CY Other Revenue | $308,674 | CYOtherRevenueAmt |
| PY Total Revenue | $387,535,201 | PYTotalRevenueAmt |
| CY Total Revenue | $399,258,197 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,963,634 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $157,518,640 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $163,661,389 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $180,186,919 | PYOtherExpensesAmt |
| CY Other Expenses | $177,421,518 | CYOtherExpensesAmt |
| PY Total Expenses | $346,669,193 | PYTotalExpensesAmt |
| CY Total Expenses | $341,082,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,866,008 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,175,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $718,710,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $748,511,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $182,753,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $190,898,230 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $535,956,996 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $557,612,816 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE HEALTH AND SERVE OUR COMMUNITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $243,592,163 | ExpenseAmt |
| Revenue | $363,537,955 | RevenueAmt |
| Desc | HOSPITAL SERVICES PROVIDED TO 16,240 INPATIENTS AND 318,974 OUTPATIENTS. | Desc |
| Total Program Service Expenses | $243,592,163 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3252 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J CALHOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699838166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVENUE | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49085 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL HOPP | |||||||||
| CHAIRMAN | 8.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF EDMUNDS | |||||||||
| VICE CHAIRMAN & TREASURER | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERRENCE ALLEN | |||||||||
| SECRETARY | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LOREN B HAMEL MD | |||||||||
| PRESIDENT & CEO | 15.00 | 40.00 | Yes (X) | Yes (X) | $820,557 | $0 | $17,922 | ||
| NIELS-ERIK ANDREASEN | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LENORE BECKER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA BUCKLEITNER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIANNE DAVIS | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH DODGE | |||||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN GRAY MD | |||||||||
| DIRECTOR | 2.00 | 42.00 | Yes (X) | $24,000 | $0 | $0 | |||
| PATRICIA HALL | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GLEN HASTINGS MD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE HEENAN MD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J DOUGLAS HUGGETT DO | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAREY MARTIN | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MORTIMORE | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SCHAFFER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY SCHMIDT DDS | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA STANLEY MD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE VANLANDINGHAM | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS YEAGER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH ZACHA | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH O'NEILL MD | |||||||||
| VP - CLINICAL INTEGRATION | 2.00 | 42.00 | Yes (X) | Yes (X) | $251,533 | $0 | $25,147 | ||
| KENDALL TROYER | |||||||||
| VP - OP DIAG & POST ACUTE | 40.00 | 0.00 | Yes (X) | $146,364 | $0 | $15,423 | |||
| TIMOTHY CALHOUN | |||||||||
| VP - FINANCE & CFO | 15.00 | 35.00 | Yes (X) | $416,079 | $0 | $20,213 | |||
| LINDA BEUSHAUSEN | |||||||||
| VP - LIFE TRANSITIONS | 1.00 | 50.00 | Yes (X) | $165,973 | $0 | $10,508 | |||
| RAY CRUSE | |||||||||
| VP - STRATEGY & HOSPITALITY | 15.00 | 35.00 | Yes (X) | $278,106 | $0 | $13,564 | |||
| LAURIE FLEMING | |||||||||
| VP - OUTPATIENT SERVICES | 30.00 | 20.00 | Yes (X) | $231,228 | $0 | $14,207 | |||
| LOWELL HAMEL MD | |||||||||
| VP - MEDICAL AFFAIRS | 20.00 | 10.00 | Yes (X) | $246,695 | $0 | $19,463 | |||
| MARY ANN PATER | |||||||||
| VP - LEGAL & GENERAL COUNCIL | 30.00 | 20.00 | Yes (X) | $199,985 | $0 | $13,321 | |||
| NORMA TIRADO-KELLENBERGER | |||||||||
| VP - IT & HR SERVICES | 20.00 | 30.00 | Yes (X) | $341,337 | $0 | $12,419 | |||
| WARREN WHITE | |||||||||
| VP - MEDICAL PRACTICES | 10.00 | 40.00 | Yes (X) | $285,219 | $0 | $14,886 | |||
| EILEEN WILLITS | |||||||||
| VP - PATIENT CARE CNE | 20.00 | 30.00 | Yes (X) | $299,197 | $0 | $18,688 | |||
| DAVID BURGHART | |||||||||
| VP PHILANTHROPY | 5.00 | 40.00 | $191,367 | $0 | $9,583 | Yes (X) | |||
| DENNIS THOMPSON | |||||||||
| CHIEF MED INFO OFFICER | 40.00 | 0.00 | $177,988 | $0 | $5,104 | Yes (X) | |||
| TROY SHIRLEY | |||||||||
| DIR PHARMACY SERVICES | 40.00 | 0.00 | $167,741 | $0 | $6,291 | Yes (X) | |||
| JAMES SCHLAMAN | |||||||||
| EXECUTIVE DIRECTOR - REHAB | 40.00 | 0.00 | $166,210 | $0 | $14,189 | Yes (X) | |||
| MARK SMALLEY | |||||||||
| MEDICAL DIRECTOR GME | 40.00 | 0.00 | $151,440 | $0 | $0 | Yes (X) | |||
| MICHELINO MANCINI | |||||||||
| RESIDENCY PROG DIR AND DME | 40.00 | 0.00 | $150,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,711,019 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $230,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 77 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAKELAND MEDICAL PRACTICE | |||||
| 122 GRANT STREET | NILES | MI | 49210 | PHYSICIAN SERVICES | $3,296,994 |
| EPMG OF MICHIGAN PC | |||||
| 2000 GREEN ROAD SUITE 300 | ANN ARBOR | MI | 481051571 | ER SERVICES | $2,052,828 |
| SUNSET COAST ANESTHESIA ASSOCIATES | |||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | ANESTHESIA SERVICES | $2,006,523 |
| ALLIANCE - HNI PETCT SERVICES | |||||
| PO BOX 402209 | ATLANTA | GA | 303842209 | PET SCAN RADIOLOGY SERVICES | $1,496,867 |
| IBID COUNTY ELECTRIC | |||||
| 1523 NORTON STREET | BENTON HARBOR | MI | 49022 | ELECTRICIANS | $1,234,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 41 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,056,501 | RelatedOrganizationsAmt |
| All Other Contributions | $152,927 | AllOtherContributionsAmt |
| Total Contributions | $1,209,428 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE (57% MEDI | 541380 | $365,138,081 | $361,940,074 | $3,198,007 |
| OTHER OPERATING REVENUE | 541380 | $1,787,973 | $1,597,881 | $190,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $366,926,054 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,538,649 | TotalRevenueColumnAmt |
| Exclusion | $7,538,649 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $308,674 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $308,674 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,674 | TotalRevenueColumnAmt |
| Exclusion | $308,674 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $371,808,521 | SecuritiesAmt |
| Other | $7,576 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $348,517,727 | SecuritiesAmt |
| Other | $22,978 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,290,794 | SecuritiesAmt |
| Other | -$15,402 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,275,392 | TotalRevenueColumnAmt |
| Exclusion | $23,275,392 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $399,258,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $363,537,955 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,388,099 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,122,715 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,076,228 | TotalAmt |
| Program Services | $2,853,360 | ProgramServicesAmt |
| Management And General | $1,222,868 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,343,582 | TotalAmt |
| Program Services | $84,940,507 | ProgramServicesAmt |
| Management And General | $36,403,075 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,461,686 | TotalAmt |
| Program Services | $3,823,180 | ProgramServicesAmt |
| Management And General | $1,638,506 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,495,137 | TotalAmt |
| Program Services | $16,446,596 | ProgramServicesAmt |
| Management And General | $7,048,541 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,284,756 | TotalAmt |
| Program Services | $6,499,329 | ProgramServicesAmt |
| Management And General | $2,785,427 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,676 | TotalAmt |
| Management And General | $221,676 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,628 | TotalAmt |
| Management And General | $249,628 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,213 | TotalAmt |
| Management And General | $1,930,213 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,603,037 | TotalAmt |
| Program Services | $8,122,126 | ProgramServicesAmt |
| Management And General | $3,480,911 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,761 | TotalAmt |
| Program Services | $386,233 | ProgramServicesAmt |
| Management And General | $165,528 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,943 | TotalAmt |
| Program Services | $80,460 | ProgramServicesAmt |
| Management And General | $34,483 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,473,948 | TotalAmt |
| Program Services | $5,231,764 | ProgramServicesAmt |
| Management And General | $2,242,184 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,281,294 | TotalAmt |
| Program Services | $4,396,906 | ProgramServicesAmt |
| Management And General | $1,884,388 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,279 | TotalAmt |
| Program Services | $513,995 | ProgramServicesAmt |
| Management And General | $220,284 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,911,100 | TotalAmt |
| Program Services | $2,737,770 | ProgramServicesAmt |
| Management And General | $1,173,330 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,595,450 | TotalAmt |
| Program Services | $15,816,815 | ProgramServicesAmt |
| Management And General | $6,778,635 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,637,000 | TotalAmt |
| Program Services | $1,145,900 | ProgramServicesAmt |
| Management And General | $491,100 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES & DRUGS | $67,473,427 | $47,231,399 | $20,242,028 |
| PHYSICIAN RELATIONS | $15,603,377 | $10,922,364 | $4,681,013 |
| PROVISION FOR BAD DEBTS | $11,005,687 | $11,005,687 | |
| QAAP ASSESSMENTS | $10,711,614 | $10,711,614 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,323,084 | TotalAmt |
| Program Services | $10,726,158 | ProgramServicesAmt |
| Management And General | $4,596,926 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,082,907 | TotalAmt |
| Program Services | $243,592,163 | ProgramServicesAmt |
| Management And General | $97,490,744 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,631,625 | BOYAmt |
| EOY | $102,309,998 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,947,694 | BOYAmt |
| EOY | $30,504,927 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,260,078 | BOYAmt |
| EOY | $7,095,253 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,182,455 | BOYAmt |
| EOY | $5,576,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $456,141,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $235,409,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,314,223 | BOYAmt |
| EOY | $220,732,243 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,723,590 | BOYAmt |
| EOY | $361,571,160 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,650,341 | BOYAmt |
| EOY | $20,720,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,710,006 | BOYAmt |
| EOY | $748,511,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,662,029 | BOYAmt |
| EOY | $30,472,154 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,317,028 | BOYAmt |
| EOY | $101,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,773,953 | BOYAmt |
| EOY | $59,426,076 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,753,010 | BOYAmt |
| EOY | $190,898,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,755,608 | BOYAmt |
| EOY | $556,804,652 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,388 | BOYAmt |
| EOY | $808,164 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,956,996 | BOYAmt |
| EOY | $557,612,816 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,710,006 | BOYAmt |
| EOY | $748,511,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $58,175,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,080,097 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,439,373 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Activities | Yes (1) | OtherActivitiesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE HOSPITAL'S MHHA DUES ARE ALLOCATED TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,215,020 | OtherCostOrOtherBasisAmt |
| Book Value | $5,215,020 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,598,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,294,344 | DepreciationAmt |
| Book Value | $116,303,920 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,734,874 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,115,002 | DepreciationAmt |
| Book Value | $98,619,872 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $593,431 | OtherCostOrOtherBasisAmt |
| Book Value | $593,431 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $220,732,243 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| PROVISION FOR MEDICAL MALPRACTICE | $22,000,000 |
| PROVISION FOR DEFERRED COMPENSATION | $4,911,219 |
| PROVISION FOR POSTRETIREMENT BENEFIT | $6,135,497 |
| INTEREST RATE SWAP AGREEMENTS | $20,497,651 |
| DUE TO RELATED PARTIES | $3,317,798 |
| COST REPORT SETTLEMENTS | $2,563,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,426,076 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $353,305,430 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$27,080,097 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,885,956 | OtherRevenueAmt |
| Revenue Not Reported | -$42,966,053 | RevenueNotReportedAmt |
| Revenue Subtotal | $396,271,483 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,930,213 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,056,501 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,986,714 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $399,258,197 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $328,147,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $328,147,007 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,930,213 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,005,687 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,935,900 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $341,082,907 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOSPITAL AND RECOGNIZE A TAX LIABILITY IF THE HOSPITAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE HOSPITAL AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE HOSPITAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF SWAP AGREEMENT -4,446,974. PROVISION FOR BAD DEBTS -11,005,687. CHANGE IN INTEREST OF NET ASSETS OF CHARITABLE FOUNDATIONS -433,295. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION FROM LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ST. JOSEPH 1,056,501. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROVISION FOR BAD DEBTS 11,005,687. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 225.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 9806 | PersonsServedCnt |
| Total Community Benefit Expns | $2,496,705 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,496,705 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00730 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 80557 | PersonsServedCnt |
| Total Community Benefit Expns | $72,305,389 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $56,499,683 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,805,706 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04630 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 90363 | PersonsServedCnt |
| Total Community Benefit Expns | $74,802,094 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $56,499,683 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,302,411 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05360 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1012 | ActivitiesOrProgramsCnt |
| Persons Served | 605160 | PersonsServedCnt |
| Total Community Benefit Expns | $2,862,164 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $80 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,862,084 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00840 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 134 | ActivitiesOrProgramsCnt |
| Persons Served | 1340 | PersonsServedCnt |
| Total Community Benefit Expns | $2,572,111 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,572,111 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 254 | PersonsServedCnt |
| Total Community Benefit Expns | $40,360 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $40,360 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 192 | ActivitiesOrProgramsCnt |
| Persons Served | 3206 | PersonsServedCnt |
| Total Community Benefit Expns | $132,580 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $132,580 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1339 | ActivitiesOrProgramsCnt |
| Persons Served | 609960 | PersonsServedCnt |
| Total Community Benefit Expns | $5,607,215 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $80 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,607,135 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01640 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1341 | ActivitiesOrProgramsCnt |
| Persons Served | 700323 | PersonsServedCnt |
| Total Community Benefit Expns | $80,409,309 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $56,499,763 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $23,909,546 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07000 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $21,010 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $21,010 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 24 | ActivitiesOrProgramsCnt |
| Persons Served | 156 | PersonsServedCnt |
| Total Community Benefit Expns | $4,458 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,458 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 60 | PersonsServedCnt |
| Total Community Benefit Expns | $358 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $358 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $18 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 100 | PersonsServedCnt |
| Total Community Benefit Expns | $316 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $316 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 21 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $3,236 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,236 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 49 | ActivitiesOrProgramsCnt |
| Persons Served | 316 | PersonsServedCnt |
| Total Community Benefit Expns | $29,396 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $29,396 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $11,005,687 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $4,303,289 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $114,188,551 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $118,314,867 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$4,126,316 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | 0 | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|
| LAKELAND HOSPITALS AT ST JOSEPH | |||||||||
| 1 | 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 1060000010 | Yes (X) | Yes (X) | Yes (X) | A |
| LAKELAND HOSPITALS AT NILES | |||||||||
| 2 | 31 N SAINT JOSEPH AVENUE | NILES | MI | 49120 | 1060000065 | Yes (X) | Yes (X) | Yes (X) | A |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FACILITY REPORTING GROUP - A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTP://WWW.LAKELANDHEALTH.ORG/HEALTH-WELLNESS/COMMUNITY-HEALTH-AND-WELLNESS | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | WWW.LAKELANDHEALTH.ORG/PATIENT-VISITOR-GUIDE/ABOUT-LAKELAND/ANNUAL-REPORT | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 13 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTP://WWW.LAKELANDHEALTH.ORG/HEALTH-WELLNESS/COMMUNITY-HEALTH-AND-WELLNESS | StrategyWebsiteURLTxt |
| Strategy Attached | 0 | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 250.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit Report To Credit Agency | Yes (X) | PermitReportToCreditAgencyInd |
| Permit Legal Judicial Process | Yes (X) | PermitLegalJudicialProcessInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B | FACILITY REPORTING GROUP A |
| FACILITY REPORTING GROUP A CONSISTS OF: | - FACILITY 2: LAKELAND HOSPITALS AT NILES, - FACILITY 1: LAKELAND HOSPITALS AT ST. JOSEPH |
| GROUP A-FACILITY 2 -- LAKELAND HOSPITALS AT NILES PART V, SECTION B, LINE 5: | THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS A COLLABORATIVE EFFORT THAT INCLUDED INPUT AND DATA FROM STAKEHOLDERS AND ORGANIZATIONS THROUGHOUT BERRIEN COUNTY REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY RESIDENTS. MANY OF THE COMMUNITY BENEFIT COMMITTEE MEMBERS LISTED BELOW REPRESENT POPULATIONS AT-RISK SUCH AS THE MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY POPULATIONS WHICH TAKE INTO ACCOUNT TO ADDRESS HEALTH NEEDS THROUGH A SHARED VISION. PARTNERING ORGANIZATIONS INCLUDE:1. AREA AGENCY ON AGING - REGION 42. BERRIEN COUNTY CANCER SERVICES3. BERRIEN COUNTY HEALTH DEPARTMENT4. REGIONAL EDUCATION SERVICE AGENCY (RESA)5. SALVATION ARMY IN BENTON HARBOR6. SOUTHWEST MICHIGAN PLANNING COMMISSION7. UNITED WAY OF SOUTHWEST MICHIGAN8. YMCA - BENTON HARBOR/ST. JOSEPH9. YMCA - BUCHANAN/NILESPLEASE NOTE: THE LAKELAND WEBSITE LISTS THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AS A 2012 DOCUMENT. IN ACTUALITY, THE DATA USED FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS FROM 2012, DOCUMENT WRITTEN IN MID-2013 AND APPROVED BY THE LAKELAND BOARD ON AUGUST 19, 2013. LAKELAND HEALTH FISCAL CYCLE IS OCTOBER 1 - SEPTEMBER 30. (THE CHNA AND IMPLEMENTATION STRATEGY COVERS FISCAL YEARS: 2013-14, 2014-15, AND 2015-16). THE SECOND CHNA IS CURRENTLY BEING WRITTEN AND PROPOSED FOR APPROVAL IN AUGUST 2016. |
| GROUP A-FACILITY 2 -- LAKELAND HOSPITALS AT NILES PART V, SECTION B, LINE 6A: | LAKELAND HOSPITAL - NILES, LAKELAND HOSPITAL - WATERVLIET, AND LAKELAND MEDICAL CENTER, ST. JOSEPH |
| GROUP A-FACILITY 2 -- LAKELAND HOSPITALS AT NILES PART V, SECTION B, LINE 6B: | LAKELAND HEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN JOINT COLLABORATION WITH THE BERRIEN COUNTY HEALTH DEPARTMENT, IN PARTNERSHIP WITH THE MICHIGAN STATE UNIVERSITY INSTITUTE FOR PUBLIC POLICY AND SOCIAL RESEARCH. OTHER DATA USED IN THE NEEDS ASSESSMENT INCLUDED COUNTY HEALTH RANKINGS AND ROADMAPS FUNDED BY ROBERT WOOD JOHNSON FOUNDATION (RWJF) IN COLLABORATION WITH THE UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE. |
| GROUP A-FACILITY 2 -- LAKELAND HOSPITALS AT NILES PART V, SECTION B, LINE 11: | LAKELAND HEALTH IDENTIFIED FOUR (4) UNMET COMMUNITY NEEDS IN THE FOLLOWING AREAS:1. CARDIOVASCULAR DISEASE2. CANCER3. DIABETES4. OBESITYWITH STATISTICS SUPPORTING IDENTIFIED NEEDS, LAKELAND HEALTH MADE THESE HEALTH CONCERNS A PRIORITY AND REMAINS VESTED ON POSITIVELY IMPACTING THE HEALTH OF OUR COMMUNITY WITH EXEMPLARY CARE THAT IS FOCUSED ON THE UNIQUE NEEDS OF PEOPLE LIVING AND WORKING IN BERRIEN COUNTY. FURTHERMORE, OUR IMPLEMENTATION STRATEGY SET THREE MAIN OBJECTIVES TO MEASURE COMMUNITY OUTCOMES: 1. PROMOTE HEALTHY LIFESTYLES; 2. DELIVER HEALTH EDUCATION PROGRAMS; AND 3. ACCESS TO AFFORDABLE HEALTHCARE |
| GROUP A-FACILITY 2 -- LAKELAND HOSPITALS AT NILES PART V, SECTION B, LINE 16I: | FINANCIAL ASSISTANCE AVAILABILITY IS REFERENCED ON OUR BILLING STATEMENT AND IN BROCHURES LOCATED IN: EMERGENCY DEPARTMENT, ADMISSION OFFICE, PATIENT WAITING AREAS, AND IN PATIENT DISCHARGE PACKET.1. AS INPATIENT - SCREEN FOR ELIGIBILITY FOR MEDICAID AND FINANCIAL ASSISTANCE2. CUSTOMER SERVICE CALLS - SCREEN FOR ELIGIBILITY FOR MEDICAID AND FINANCIAL ASSISTANCE WHEN PATIENT IS UNABLE TO MAKE PAYMENT ARRANGEMENT. CALLS OUTBOUND TO ALL PATIENTS WITH BALANCES. 3. STATEMENT MESSAGE - IF YOU ARE UNABLE TO PAY THE BALANCE IN FULL, WE DO OFFER MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS FOR THOSE. |
| GROUP A-FACILITY 2 -- LAKELAND HOSPITALS AT NILES PART V, SECTION B, LINE 22D: | BASED ON FPL LEVEL, BALANCES WERE DISCOUNTED AS % OF CHARGES. FPL LEVELS: 0-150, 151-175, 176-200, 201-225. |
| GROUP A-FACILITY 1 -- LAKELAND HOSPITALS AT ST. JOSEPH PART V, SECTION B, LINE 5: | THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS A COLLABORATIVE EFFORT THAT INCLUDED INPUT AND DATA FROM STAKEHOLDERS AND ORGANIZATIONS THROUGHOUT BERRIEN COUNTY REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY RESIDENTS. MANY OF THE COMMUNITY BENEFIT COMMITTEE MEMBERS LISTED BELOW REPRESENT POPULATIONS AT-RISK SUCH AS THE MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY POPULATIONS WHICH TAKE INTO ACCOUNT TO ADDRESS HEALTH NEEDS THROUGH A SHARED VISION. PARTNERING ORGANIZATIONS INCLUDE:1. AREA AGENCY ON AGING - REGION 42. BERRIEN COUNTY CANCER SERVICES3. BERRIEN COUNTY HEALTH DEPARTMENT4. REGIONAL EDUCATION SERVICE AGENCY (RESA)5. SALVATION ARMY IN BENTON HARBOR6. SOUTHWEST MICHIGAN PLANNING COMMISSION7. UNITED WAY OF SOUTHWEST MICHIGAN8. YMCA - BENTON HARBOR/ST. JOSEPH9. YMCA - BUCHANAN/NILESPLEASE NOTE: THE LAKELAND WEBSITE LISTS THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AS A 2012 DOCUMENT. IN ACTUALITY, THE DATA USED FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS FROM 2012, DOCUMENT WRITTEN IN MID-2013 AND APPROVED BY THE LAKELAND BOARD ON AUGUST 19, 2013. LAKELAND HEALTH FISCAL CYCLE IS OCTOBER 1 - SEPTEMBER 30. (THE CHNA AND IMPLEMENTATION STRATEGY COVERS FISCAL YEARS: 2013-14, 2014-15, AND 2015-16). THE SECOND CHNA IS CURRENTLY BEING WRITTEN AND PROPOSED FOR APPROVAL IN AUGUST 2016. |
| GROUP A-FACILITY 1 -- LAKELAND HOSPITALS AT ST. JOSEPH PART V, SECTION B, LINE 6A: | LAKELAND HOSPITAL - NILES, LAKELAND HOSPITAL - WATERVLIET, AND LAKELAND MEDICAL CENTER, ST. JOSEPH |
| GROUP A-FACILITY 1 -- LAKELAND HOSPITALS AT ST. JOSEPH PART V, SECTION B, LINE 6B: | LAKELAND HEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN JOINT COLLABORATION WITH THE BERRIEN COUNTY HEALTH DEPARTMENT, IN PARTNERSHIP WITH THE MICHIGAN STATE UNIVERSITY INSTITUTE FOR PUBLIC POLICY AND SOCIAL RESEARCH. OTHER DATA USED IN THE NEEDS ASSESSMENT INCLUDED COUNTY HEALTH RANKINGS AND ROADMAPS FUNDED BY ROBERT WOOD JOHNSON FOUNDATION (RWJF) IN COLLABORATION WITH THE UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE. |
| GROUP A-FACILITY 1 -- LAKELAND HOSPITALS AT ST. JOSEPH PART V, SECTION B, LINE 11: | LAKELAND HEALTH IDENTIFIED FOUR (4) UNMET COMMUNITY NEEDS IN THE FOLLOWING AREAS:1. CARDIOVASCULAR DISEASE2. CANCER3. DIABETES4. OBESITYWITH STATISTICS SUPPORTING IDENTIFIED NEEDS, LAKELAND HEALTH MADE THESE HEALTH CONCERNS A PRIORITY AND REMAINS VESTED ON POSITIVELY IMPACTING THE HEALTH OF OUR COMMUNITY WITH EXEMPLARY CARE THAT IS FOCUSED ON THE UNIQUE NEEDS OF PEOPLE LIVING AND WORKING IN BERRIEN COUNTY. FURTHERMORE, OUR IMPLEMENTATION STRATEGY SET THREE MAIN OBJECTIVES TO MEASURE COMMUNITY OUTCOMES: 1. PROMOTE HEALTHY LIFESTYLES; 2. DELIVER HEALTH EDUCATION PROGRAMS; AND 3. ACCESS TO AFFORDABLE HEALTHCARE |
| GROUP A-FACILITY 1 -- LAKELAND HOSPITALS AT ST. JOSEPH PART V, SECTION B, LINE 16I: | FINANCIAL ASSISTANCE AVAILABILITY IS REFERENCED ON OUR BILLING STATEMENT AND IN BROCHURES LOCATED IN: EMERGENCY DEPARTMENT, ADMISSION OFFICE, PATIENT WAITING AREAS, AND IN PATIENT DISCHARGE PACKET.1. AS INPATIENT - SCREEN FOR ELIGIBILITY FOR MEDICAID AND FINANCIAL ASSISTANCE2. CUSTOMER SERVICE CALLS - SCREEN FOR ELIGIBILITY FOR MEDICAID AND FINANCIAL ASSISTANCE WHEN PATIENT IS UNABLE TO MAKE PAYMENT ARRANGEMENT. CALLS OUTBOUND TO ALL PATIENTS WITH BALANCES. 3. STATEMENT MESSAGE - IF YOU ARE UNABLE TO PAY THE BALANCE IN FULL, WE DO OFFER MONTHLY PAYMENT OPTIONS AND FINANCIAL ASSISTANCE PROGRAMS FOR THOSE. |
| GROUP A-FACILITY 1 -- LAKELAND HOSPITALS AT ST. JOSEPH PART V, SECTION B, LINE 22D: | BASED ON FPL LEVEL, BALANCES WERE DISCOUNTED AS % OF CHARGES. FPL LEVELS: 0-150, 151-175, 176-200, 201-225. |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7: | THE COST TO CHARGE RATIO USED WAS BASED ON THE COST REPORT. |
| PART I, LINE 7, COLUMN (F): | THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $11,005,687. |
| PART I, LINES 7F AND 7I: | HEALTH PROFESSIONS EDUCATION - INCLUDES PROVIDING A CLINICAL SETTING FOR UNDERGRADUATE AND GRADUATE STUDENTS, VOCATIONAL TRAINING, AND THE PROFESSIONAL HEALTH CAREERS ACADEMY FOR ELEVENTH AND TWELFTH GRADE STUDENTS. CASH & IN-KIND DONATIONS TO COMMUNITY GROUPS - REPRESENTS LAKELAND'S FINANCIAL AND IN-KIND CONTRIBUTIONS TO SOCIAL SERVICES OR COMMUNITY AGENCIES FOR HEALTHCARE RELATED ACTIVITIES, MEDICAL SUPPORT FOR COMMUNITY EVENTS, SUCH AS THE STEELHEAD TRIATHLON, DONATION OF MEDICAL SUPPLIES TO NON-PROFIT AGENCIES, UNITED WAY FUND RAISING, GIRLS ON THE RUN, AND LEADERSHIP ON MANY COMMUNITY BOARDS. FINANCIAL ASSISTANCE - COVERS THE FREE OR DISCOUNTED CARE THAT LAKELAND OFFERS TO THOSE WHO CANNOT AFFORD TO PAY OR ARE NOT ELIGIBLE FOR PUBLIC PROGRAMS.FINANCIAL ASSISTANCE DOES NOT INCLUDE THE BAD DEBT COST, WHICH TOTALED $11,005,687 IN FY 2015 OR THE SURPLUS OF MEDICARE, WHICH TOTALED $-4,126,316. UNREIMBURSED MEDICAID- REPRESENTS THE COST OF CARING FOR PEOPLE COVERED BY MEDICAID MINUS THE AMOUNT LAKELAND RECEIVES FROM THOSE PROGRAMS. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | COMMUNITY BUILDING ACTIVITIES INCLUDE HOSTS MENTORING PROGRAM FOR YOUNG CHILDREN AND SPONSORING THE ANNUAL LUNCHEON FOR THE STUDENTS AND THEIR MENTORS, HEALTH CAREER PRESENTATIONS TO AREA STUDENTS, DISASTER READINESS, YOUNG ENTREPRENEURS DAY FOR AREA HIGH SCHOOL STUDENTS & IMPROVEMENTS TO HARBOR TOWERS BRINGING CARE TO THOSE WHO ARE UNABLE OR IT IS EXTREMELY DIFFICULT TO RECEIVE CARE. |
| PART III, LINE 2: | THE TOTAL BAD DEBT OF $11,005,687 EQUALS THE AMOUNT INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A). |
| PART III, LINE 3: | THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO LIKELY WOULD QUALIFY UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS DETERMINED BY MULTIPLYING THE TOTAL BAD DEBT EXPENSE BY A RATIO OF ADJUSTED PATIENT CARE COST DIVIDED BY ADJUSTED PATIENT CARE CHARGES. |
| PART III, LINE 4: | ACCOUNTS RECEIVABLE FOR PATIENTS, INSURANCE COMPANIES, AND GOVERNMENTAL AGENCIES ARE BASED ON GROSS CHARGES. AN ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS AND INTERIM PAYMENT ADVANCES IS BASED ON EXPECTED PAYMENT RATES FROM PAYORS BASED ON CURRENT REIMBURSEMENT METHODOLOGIES. THIS AMOUNT ALSO INCLUDES AMOUNTS RECEIVED AS INTERIM PAYMENTS AGAINST UNPAID CLAIMS BY CERTAIN PAYORS. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE HOSPITAL RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IN THE PERIOD THEY ARE DETERMINED TO BE UNCOLLECTIBLE.PATIENT CHARGES WRITTEN OFF PURSUANT TO FINANCIAL ASSISTANCE POLICIES ARE TRACKED AND ARE DETERMINED TO BE COMMUNITY BENEFIT. |
| PART VI, LINE 2: | THE ORGANIZATION USES NEEDS ASSESSMENT PREPARED BY THE COUNTY HEALTH DEPARTMENT AND PARTICIPATES IN A REGIONAL HEALTHY BERRIEN COMMUNITY COMMITTEE TO ADDRESS HEALTH NEEDS. |
| PART VI, LINE 3: | THE ORGANIZATION EMPLOYS MORE THAN 12 FINANCIAL COUNSELORS WHO ASSIST PATIENTS WITH ELIGIBILITY. |
| PART VI, LINE 4: | THE SYSTEM SERVES APPROXIMATELY 160,000 RESIDENTS IN BERRIEN COUNTY AND SURROUNDING AREAS. APPROXIMATELY 12% OF FAMILIES AND 17% OF INDIVIDUALS ARE BELOW POVERTY LEVEL. |
| PART VI, LINE 5: | COMMUNITY HEALTH IMPROVEMENT SERVICES & COMMUNITY BENEFIT OPERATIONS - REPRESENTS ACTIVITIES THAT HELP IMPROVE THE HEALTH AND QUALITY OF LIFE FOR PEOPLE IN THE COMMUNITY. HEALTH PRESENTATIONS INCLUDE: STROKE 101, MY PLATE 101, BABYSITTING WITH CONFIDENCE, EXPECTANT PARENT CLASS, SMOKE FREE LIFE, BABY THINK IT OVER, SENIOR-EXPO, PRE-DIABETES, FALLS PREVENTION & MEDICATION SAFETY, HEARTSAFE AND MY HEART 101. LAKELAND ALSO HOSTED MANY HEALTH SPEAKER SERIES SUCH AS BACK SURGERY - TYPES, RECOVERY, RISKS & BENEFITS, EAR NOSE & THROAT CONDITIONS, MANAGING DEPRESSION OR BIPOLAR DISORDER, WEIGHT LOSS, WHY SEE A RHEUMATOLOGIST FOR EVALUATION OF JOINT PAIN, & USES OF THE DAVINCI ROBOT. CANCER SCREENINGS INCLUDE: LUNG, PROSTATE, BREAST, SKIN AND COLORECTAL. SUPPORT PROGRAMS INCLUDE: LOOK GOOD...FEEL BETTER, RAINBOWS OF HOPE, PARKINSON'S, BREASTFEEDING, SMOKE FREE LIFE, SOUTHWEST MICHIGAN OSTOMY AND MANY HOSPICE SUPPORT GROUPS. LAKELAND SUPPORTS PARISH AND SENIOR CENTER NURSES, AND NUMEROUS HEALTH SCREENINGS SUCH AS BONE DENSITY, BLOOD PRESSURE AND CHOLESTEROL. COMMUNITY-BASED CLINICAL SERVICES INCLUDES: THE SANE (SEXUAL ASSAULT NURSE EXAMINER) CLINIC AND THE SICKLE CELL CLINIC. HEALTH CARE SUPPORT SERVICES ENCOMPASS: ASSISTANCE TO ENROLL IN PUBLIC MEDICAL PROGRAMS, THE HEALTH RESOURCE LIBRARY AT NILES, FREE OR DISCOUNTED PRESCRIPTIONS/SUPPLIES, TRANSPORTATION, MEDICAL EQUIPMENT, HOME CARE, HOME INFUSION, CALLSAFE FINANCIAL ASSISTANCE, HARVEST GATHERING FOOD DRIVE, MEALS ON WHEELS, AND CAR SEAT CHECKS. |
| PART VI, LINE 6: | THE ORGANIZATION IS PART OF LAKELAND REGIONAL HEALTH SYSTEM WHICH SERVES THE SAME GEOGRAPHIC AREA FOR HEALTHCARE RELATED SERVICES. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | MI |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DISBURSES FUNDS TO RELATED ORGANIZATIONS AND MONITORS FUNDS THROUGH COMMON MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOREN B HAMEL MD | ||||||||||||||
| PRESIDENT & CEO | $586,116 | $0 | $168,449 | $0 | $65,992 | $0 | $15,450 | $0 | $2,472 | $0 | $838,479 | $0 | $0 | $0 |
| KENNETH O'NEILL MD | ||||||||||||||
| VP - CLINICAL INTEGRATION | $251,533 | $0 | $0 | $0 | $0 | $0 | $15,300 | $0 | $9,847 | $0 | $276,680 | $0 | $0 | $0 |
| KENDALL TROYER | ||||||||||||||
| VP - OP DIAG & POST ACUTE | $142,480 | $0 | $1,440 | $0 | $2,444 | $0 | $8,964 | $0 | $6,459 | $0 | $161,787 | $0 | $0 | $0 |
| TIMOTHY CALHOUN | ||||||||||||||
| VP - FINANCE & CFO | $333,440 | $0 | $57,986 | $0 | $24,653 | $0 | $15,450 | $0 | $4,763 | $0 | $436,292 | $0 | $0 | $0 |
| LINDA BEUSHAUSEN | ||||||||||||||
| VP - LIFE TRANSITIONS | $141,673 | $0 | $12,300 | $0 | $12,000 | $0 | $6,444 | $0 | $4,064 | $0 | $176,481 | $0 | $0 | $0 |
| RAY CRUSE | ||||||||||||||
| VP - STRATEGY & HOSPITALITY | $225,700 | $0 | $43,243 | $0 | $9,163 | $0 | $10,942 | $0 | $2,622 | $0 | $291,670 | $0 | $0 | $0 |
| LAURIE FLEMING | ||||||||||||||
| VP - OUTPATIENT SERVICES | $189,897 | $0 | $24,914 | $0 | $16,417 | $0 | $10,772 | $0 | $3,435 | $0 | $245,435 | $0 | $0 | $0 |
| LOWELL HAMEL MD | ||||||||||||||
| VP - MEDICAL AFFAIRS | $205,035 | $0 | $35,604 | $0 | $6,056 | $0 | $11,883 | $0 | $7,580 | $0 | $266,158 | $0 | $0 | $0 |
| MARY ANN PATER | ||||||||||||||
| VP - LEGAL & GENERAL COUNCIL | $173,264 | $0 | $15,043 | $0 | $11,678 | $0 | $9,518 | $0 | $3,803 | $0 | $213,306 | $0 | $0 | $0 |
| NORMA TIRADO-KELLENBERGER | ||||||||||||||
| VP - IT & HR SERVICES | $272,347 | $0 | $52,258 | $0 | $16,732 | $0 | $10,250 | $0 | $2,169 | $0 | $353,756 | $0 | $0 | $0 |
| WARREN WHITE | ||||||||||||||
| VP - MEDICAL PRACTICES | $230,215 | $0 | $39,976 | $0 | $15,028 | $0 | $13,437 | $0 | $1,449 | $0 | $300,105 | $0 | $0 | $0 |
| EILEEN WILLITS | ||||||||||||||
| VP - PATIENT CARE CNE | $242,643 | $0 | $42,196 | $0 | $14,358 | $0 | $13,838 | $0 | $4,850 | $0 | $317,885 | $0 | $0 | $0 |
| DAVID BURGHART | ||||||||||||||
| VP PHILANTHROPY | $171,598 | $0 | $8,232 | $0 | $11,537 | $0 | $7,010 | $0 | $2,573 | $0 | $200,950 | $0 | $0 | $0 |
| DENNIS THOMPSON | ||||||||||||||
| CHIEF MED INFO OFFICER | $168,461 | $0 | $1,440 | $0 | $8,087 | $0 | $0 | $0 | $5,104 | $0 | $183,092 | $0 | $0 | $0 |
| TROY SHIRLEY | ||||||||||||||
| DIR PHARMACY SERVICES | $166,212 | $0 | $1,440 | $0 | $89 | $0 | $257 | $0 | $6,034 | $0 | $174,032 | $0 | $0 | $0 |
| JAMES SCHLAMAN | ||||||||||||||
| EXECUTIVE DIRECTOR - REHAB | $162,416 | $0 | $2,532 | $0 | $1,262 | $0 | $9,188 | $0 | $5,001 | $0 | $180,399 | $0 | $0 | $0 |
| MARK SMALLEY | ||||||||||||||
| MEDICAL DIRECTOR GME | $150,000 | $0 | $1,440 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $151,440 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | LAKELAND MAINTAINS A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE INDIVIDUALS LISTED IN PART VII WHO PARTICIPATED IN THE PLAN ARE: LOREN HAMEL, MD; TIMOTHY CALHOUN; LINDA BEUSHAUSEN; DAVID BURGHART; RAY CRUSE; LAURIE FLEMING; LOWELL HAMEL, MD; KENNETH O'NEILL, MD; MARY ANN PATER; NORMA TIRADO-KELLENBERGER; WARREN WHITE; EILEEN WILLITS | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| HOSPITAL AUTHORITY OF THE CITY OF ST JOSEPH (MICHIGAN) | ||||||||
| A | 383151499 | 790678CC8 | 2003-12-17 | $41,525,000 | REFUND BONDS ISSUED 1/13/94 AND FACILITY CONSTRUCTION AND IMPROVEMENTS | 0 | 0 | 0 |
| HOSPITAL AUTHORITY OF THE CITY OF ST JOSEPH (MICHIGAN) | ||||||||
| B | 383151499 | 790678CD6 | 2006-01-26 | $50,000,000 | FACILITY CONSTRUCTION AND IMPROVEMENTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $41,643,043 | $193,091 | $31,392,506 | $10,057,446 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $52,613,405 | $467,500 | $1,012,738 | $51,133,167 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS AG | ||||||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 28.000000000000 | 0 | 0 | 0 | 0 | 0 | ||||
| UBS AG | ||||||||||||||||
| B | Yes (1) | Yes (1) | Yes (1) | 28.900000000000 | 0 | 0 | Yes (1) | 0 | 0 | CITIGROUP GLOBAL | MARKETS | 2.700000000000 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | NET ASSET TRANSFER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,012,120 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTUAL AMOUNT OF TRA | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LOREN HAMEL, MD AND LOWELL HAMEL, MD HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 HAS BEEN POSTED ON THE BOARD PORTAL FOR REVIEW PRIOR TO FILING. THE BOARD PORTAL IS AVAILABLE TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATE COMPLIANCE DEPARTMENT, IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST DISCLOSURE SURVEY TO ALL CORPORATE AND SUBSIDIARY ORGANIZATION BOARD MEMBERS, EXECUTIVES AND OTHER LEADERSHIP EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT, THROUGH THE GOVERNANCE COMMITTEE, COMPILES AND ANALYZES SURVEY DATA BY ORGANIZATION, INVESTIGATES, AND REVIEWS POTENTIAL CONFLICTS WITH THE ORGANIZATION'S CEO AND BOARD CHAIR, AND WHEN NECESSARY, RECOMMENDS ACTIONS TO BE TAKEN TO RESOLVE IDENTIFIED CONFLICTS. A COMPLETE REPORT OF ALL CORPORATE AND SUBSIDIARY BOARD MEMBER AND EXECUTIVE DISCLOSURES, CONFLICTS IDENTIFIED AND ACTIONS TAKEN IS REVIEWED BY THE GOVERNANCE COMMITTEE AND EACH SUBSIDIARY CEO AND BOARD CHAIR RECEIVES A REPORT SPECIFIC TO THEIR ORGANIZATION'S BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS FAILING TO COMPLETE A DISCLOSURE SURVEY OR INTENTIONALLY FAILING TO REPORT A KNOWN CONFLICT OF INTEREST ARE ASKED TO RESIGN. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT FIRM IS HIRED BY THE BOARD TO DETERMINE COMPENSATION PACKAGES FOR THE CEO AND SENIOR MANAGEMENT ON AN ANNUAL BASIS. THE FIRM PRESENTS COMPARATIVE PAY RANGES AND COMPENSATION RECOMMENDATIONS TO THE GOVERNANCE (COMPENSATION) COMMITTEE FOR THEIR APPROVAL. FOR SENIOR MANAGEMENT, THE CEO CAN PROVIDE INPUT AND RECOMMENDATIONS TO THE GOVERNANCE COMMITTEE. FOR THE CEO'S COMPENSATION, THE GOVERNANCE COMMITTEE PRESENTS THE COMPENSATION PACKAGE TO THE FULL BOARD FOR APPROVAL. WRITTEN CONTRACTS FOR THE CEO ARE APPROVED BY THE FULL BOARD OF DIRECTORS. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2015. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE HOSPITAL'S FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF SWAP AGREEMENTS -4,446,974. CHANGE IN INTEREST OF NET ASSETS OF CHARITABLE FOUNDATIONS -433,295. CHANGE OF INTEREST IN PARTNERSHIP -9,472. ALLOCATION OF EXPENSES TO RELATED PARTIES -575,198. CAPITAL CONTRIBUTION FROM LAKELAND REGIONAL HEALTH SYSTEM 2,012,120. CAPITAL CONTRIBUTION TO LAKELAND MEDICAL PRACTICES -5,386,554. CAPITAL CONTRIBUTION TO LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER -600,000. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LAKELAND REGIONAL HEALTH SYSTEM INC | |||||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 382609624 | PROVIDE A COMPREHENSIVE SYSTEM OF HEALTH CARE TO CITIZENS OF THE COMMUNITY | MI | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| LAKELAND SPECIALITY HOSPITAL AT BERRIEN CENTER | |||||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 383452303 | LONGTERM HEALTHCARE/HEALING SERVICES | MI | 501(C)(3) | LINE 3 | Yes (1) | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH | |||||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 382539929 | PROMOTE AND ASSIST IN PROVIDING HEALTH CARE | MI | 501(C)(3) | LINE 7 | Yes (1) | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| LAKELAND HEALTH FOUNDATION NILES | |||||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 383130558 | PROMOTE/ASSIST IN PROVIDING HEALTH CARE SERVICES IN SOUTHWESTERN MICHIGAN | MI | 501(C)(3) | LINE 7 | Yes (1) | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| MERCY MEMORIAL HEALTH SERVICES INC | |||||||||||
| 3425 LAKESHORE DRIVE | ST JOSEPH | MI | 49085 | 382748035 | PROVIDE HOMECARE AND LONG-TERM HEALTHCARE TO PATIENTS IN SOUTHWEST MICHIGAN | MI | 501(C)(3) | LINE 9 | Yes (1) | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| LAKELAND COMMUNITY HOSPITAL - WATERVLIET | |||||||||||
| 400 MEDICAL PARK DRIVE | WATERVLIET | MI | 49098 | 381368745 | TO PROVIDE GENERAL HEALTH OF THE COMMUNITY THROUGH EDUCATION AND HEALTHCARE | MI | 501(C)(3) | LINE 9 | Yes (1) | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| HOSPICE AT HOME INC | |||||||||||
| 4025 HEALTH PARK LANE | ST JOSEPH | MI | 49085 | 382416086 | TO PROVIDE HOSPICE AND PALLIATIVE CARE TO THE TERMINALLY ILL | MI | 501(C)(3) | LINE 7 | Yes (1) | LAKELAND REGIONAL HEALTH SYSTEM INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| VAN'S MEDICAL EQUIPMENT OF LAKELAND LLC | |||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 261497708 | MEDICAL EQUIPMENT | MI | N/A |
| CLIFFSIDE COMPANY LLC | |||||||
| 910 S WASHINGTON AVENUE | ROYAL OAK | MI | 48067 | 383306320 | ASSISTED LIVING | MI | N/A |
| LAKELINE ASSOCIATES LLC | |||||||
| 910 S WASHINGTON AVENUE | ROYAL OAK | MI | 48067 | 383306318 | PROPERTY MANAGEMENT/RENTAL | MI | N/A |
| LIBERTY DIALYSIS LAKELAND LLC | |||||||
| 7650 SE 27TH STREET SUITE 200 | MERCER ISLAND | WA | 98040 | 272099855 | MEDICAL SERVICES | WA | N/A |
| LDBH LLC | |||||||
| 7650 SE 27TH STREET SUITE 200 | MERCER ISLAND | WA | 98040 | 451745643 | MEDICAL SERVICES | WA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|
| LAKELAND HEALTH ENTERPRISES INC | |||||||||
| 31 NORTH ST JOSEPH AVENUE | NILES | MI | 49120 | 382669798 | ACCOUNTING AND BILLING | MI | LAKELAND REGIONAL HEALTH SYSTEM | C | Yes (1) |
| PHARMACY SHOPPE INC DBA LAKELAND PHARMACY SHOPPE INC | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 382929090 | PHARMACEUTICALS | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| LAKELAND MEDICAL PRACTICES | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 270381199 | MEDICAL ADMINISTRATIVE SERVICES | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 272589359 | PHYSICIAN OFFICE | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| FOUR FLAGS PROPERTIES INC | |||||||||
| 122 GRANT STREET | NILES | MI | 49120 | 364501639 | PROPERTY MANAGEMENT/RENTAL | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| LAKELAND HEALTH VENTURES INC | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 272313790 | HOLDING COMPANY | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| LAKELAND PHYSICIAN CARE NETWORK | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 208513031 | MEDICAL SERVICES | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| LAKELAND PERSONAL CARE SERVICES INC | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 272990797 | HEALTH CARE SERVICES | MI | LAKELAND HEALTH ENTERPRISES | C | Yes (1) |
| LAKELAND CARE INC | |||||||||
| 1234 NAPIER AVE | ST JOSEPH | MI | 49085 | 383225306 | CONTRACT NEGOTIATION | MI | C | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH | ||
| C | $1,076,243 | ACTUAL AMOUNT OF GRANT |
| LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH | ||
| O | $238,267 | ALLOCATION OF EXPENSE |
| LAKELAND HEALTH FOUNDATION NILES | ||
| O | $108,503 | ALLOCATION OF EXPENSE |
| LAKELAND COMMUNITY HOSPITAL - WATERVLIET | ||
| O | $79,950 | ALLOCATION OF EXPENSE |
| HOSPICE AT HOME INC | ||
| O | $148,478 | ALLOCATION OF EXPENSE |
| FOUR FLAGS PROPERTIES | ||
| K | $723,818 | ACTUAL AMOUNT OF RENT |
| LAKELAND MEDICAL PRACTICES | ||
| R | $5,386,554 | ACTUAL AMOUNT OF TRANSFER |
| LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER | ||
| R | $600,000 | ACTUAL AMOUNT OF TRANSFER |
| LAKELAND REGIONAL HEALTH SYSTEM | ||
| C | $2,012,120 | ACTUAL AMOUNT OF TRANSFER |
| LAKELAND HEALTH FOUNDATION NILES | ||
| C | $133,185 | ACTUAL AMOUNT OF GRANT |
Comments