BEACON KALAMAZOO INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BEACON KALAMAZOO INC (EIN 38-1360526)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201421349349307682
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T17:17:43-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360526 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BORG | NameControl |
| Phone | 2692268301 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Gull Road | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49048 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Felbinger | Name |
| Title | CFO | Title |
| Phone | 2692268301 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alicia M Janisch | Name |
| PTIN | P00741382 | PTIN |
| Phone | 5137847100 | Phone |
| Date Prepared | 2014-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Paul A Spaude | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Gull Road | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49048 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 460407615 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.borgess.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1927 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | Provide inpatient & outpatient routine & ancillary care to the community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3441 | TotalNbrEmployees |
| Total Nbr Volunteers | 412 | TotalNbrVolunteers |
| Total Gross UBI | 4045335 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 435800013 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 418594569 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4922582 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5293253 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 29314025 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36385719 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 470036620 | TotalRevenuePriorYear |
| Total Revenue Current Year | 460273541 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 263902 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 320070 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 174185101 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 173599881 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 271059531 | OtherExpensePriorYear |
| Other Expenses Current Year | 226582443 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 445508534 | TotalExpensesPriorYear |
| Total Expenses Current Year | 400502394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24528086 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 59771147 | RevenuesLessExpensesCY |
| Total Assets BOY | 391835591 | TotalAssetsBOY |
| Total Assets EOY | 409815584 | TotalAssetsEOY |
| Total Liabilities BOY | 297295694 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 296055343 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 94539897 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 113760241 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Borgess Medical Center provides necessary and vital health care services to an area which includes all of S.W. Michigan. This care is given regardless of any individuals' race, color, religion, gender, age, national origin or ability to pay. Borgess Medical Center is committed to cooperating with patients and families in providing holistic treatment by integrating within the healing process the physical, emotional and spiritual needs of each patient. Services include inpatient routine, inpatient and outpatient ancillary care in support of our stated mission. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 354142156 | Expense |
| Grants | 320070 | Grants |
| Revenue | 449961980 | Revenue |
| Description | In furtherance of its mission, Borgess Medical Center provides quality medical services regardless of race, creed, sex, national origin, handicap or ability to pay. Additionally, the Medical Center participates in state and federal programs designed for the indigent and elderly where reimbursements are less than cost. These estimates do not include community health promotions and outreach programs performed to assist those in need and provided without charge (See Schedule H for the Community Benefit Report). | Description |
| Total Program Service Expense | 354142156 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 322 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3441 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeff Simpson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2692268301 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Gull Road | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49048 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Daniel E Stewart MD | |||||||||
| Chair | 1.00 | 3.00 | X | X | 0 | 0 | 0 | ||
| James Devlin | |||||||||
| Vice Chair | 1.00 | 3.00 | X | X | 0 | 0 | 0 | ||
| Joni L Knapper | |||||||||
| Secretary | 1.00 | 3.00 | X | X | 0 | 0 | 0 | ||
| Susan Pozo PhD | |||||||||
| Treasurer | 1.00 | 3.00 | X | X | 0 | 0 | 0 | ||
| Sanjay Dalal MD | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| S Tim Derrington | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| Gary Druskovich MD | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| Mary Ellen Gondeck CSJ | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| William M Harrison | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| James F Hettinger | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| Kevin Holleman MD | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| Albert Little | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| Larry D Lueth | |||||||||
| Trustee | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| Mark Noffsinger MD | |||||||||
| Trustee | 1.00 | 3.00 | X | 907601 | 0 | 50072 | |||
| Paul A Spaude | |||||||||
| CEO | 32.00 | 8.00 | X | X | 1377283 | 0 | 144295 | ||
| Richard Felbinger | |||||||||
| CFO | 32.00 | 8.00 | X | X | 484745 | 0 | 77766 | ||
| Mark Anthony | |||||||||
| Exec VP and COO | 35.00 | 5.00 | 321445 | 0 | 54784 | X | |||
| J Patrick Dyson | |||||||||
| Executive VP | 35.00 | 5.00 | 596183 | 0 | 208661 | X | |||
| Joy Strand end 712 | |||||||||
| COO - LMH | 38.00 | 2.00 | 240244 | 0 | 34071 | X | |||
| Anthony F Olivia end 313 | |||||||||
| Chief Medical Officer | 38.00 | 2.00 | 532227 | 0 | 35749 | X | |||
| John Ryder | |||||||||
| COO - Lee & Pipp | 19.00 | 21.00 | 241580 | 0 | 41129 | X | |||
| Sereenivas Kamath | |||||||||
| Physician | 40.00 | 0.00 | 941050 | 0 | 49594 | X | |||
| David Martin | |||||||||
| Physician | 40.00 | 0.00 | 904257 | 0 | 64893 | X | |||
| Christopher Uggen | |||||||||
| Physician | 40.00 | 0.00 | 901642 | 0 | 47007 | X | |||
| Thomas Ryan | |||||||||
| Physician | 40.00 | 0.00 | 873290 | 0 | 67759 | X | |||
| Todd Ream | |||||||||
| Physician | 40.00 | 0.00 | 859316 | 0 | 57100 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9180863 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 932880 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LHRET Ascension SW Michigan LLC | |||||
| 6004 Payshere Circle | Chicago | IL | 60674 | Software Services | 6522980 |
| TriMedx LLC | |||||
| 15091 Bake Parkway | Irvine | CA | 92618 | Medical Equipment | 4029491 |
| Premier Radiology | |||||
| 1535 Gull Road | Kalamazoo | MI | 49048 | Radiology Services | 3226270 |
| CCS-PA LLC | |||||
| 31330 Schoolcraft Rd | Livonia | MI | 48150 | Consulting | 1563867 |
| Paragon Physician Group | |||||
| 2318 Gull Road | Kalamazoo | MI | 49048 | Neurology Services | 1374957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 212 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Net Patient Services | 621990 | 405561118 | 405561118 | |
| Pharmacy | 621990 | 10518990 | 10518990 | |
| Reference Lab | 541380 | 1061113 | 918136 | 142977 |
| Joint Ventures Income | 900099 | 986206 | 610783 | 375423 |
| Affiliated Rental Inc. | 532000 | 467142 | 467142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 418594569 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4940707 | TotalRevenueColumn |
| Exclusion | $4,940,707 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 776671 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 80567 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 696104 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 696104 | TotalRevenueColumn |
| Exclusion | $696,104 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -350046 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 352546 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 352546 | TotalRevenueColumn |
| Exclusion | $352,546 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 680422 | GrossSalesOfInventory |
| Cost Of Goods Sold | 403553 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 276869 | TotalRevenueColumn |
| Exclusion | $276,869 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Affiliate Income | 621990 | 11267713 | 11267713 | |
| Laundry Revenue | 812300 | 5217123 | 1690188 | 3526935 |
| Research Dept. Revenue | 541700 | 1074733 | 1074733 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17853177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17853177 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 35412746 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 460273541 | TotalRevenueColumn |
| Related Or Exempt Function Income | 449961980 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4045335 | UnrelatedBusinessRevenue |
| Exclusion | $6,266,226 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320070 | Total |
| Program Services | 320070 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4107453 | Total |
| Program Services | 1758511 | ProgramServices |
| Management And General | 2348942 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132436332 | Total |
| Program Services | 120871657 | ProgramServices |
| Management And General | 11564675 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13195486 | Total |
| Program Services | 11875937 | ProgramServices |
| Management And General | 1319549 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14030859 | Total |
| Program Services | 12627773 | ProgramServices |
| Management And General | 1403086 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9829751 | Total |
| Program Services | 9829751 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13139331 | Total |
| Program Services | 13139331 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3112 | Total |
| Management And General | 3112 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184501 | Total |
| Management And General | 184501 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608116 | Total |
| Management And General | 608116 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62478 | Total |
| Program Services | 62478 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1215699 | Total |
| Program Services | 1094129 | ProgramServices |
| Management And General | 121570 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16392204 | Total |
| Program Services | 14752984 | ProgramServices |
| Management And General | 1639220 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445862 | Total |
| Program Services | 401276 | ProgramServices |
| Management And General | 44586 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5693703 | Total |
| Management And General | 5693703 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16988939 | Total |
| Program Services | 15290045 | ProgramServices |
| Management And General | 1698894 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2125361 | Total |
| Management And General | 2125361 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Contract Services | 75656559 | 68090903 | 7565656 |
| Medical Supplies | 69532599 | 62579339 | 6953260 |
| Physician Fees | 5751827 | 5751827 | |
| Corporate Allocations | 1261588 | 1261588 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17520564 | Total |
| Program Services | 15696145 | ProgramServices |
| Management And General | 1824419 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400502394 | Total |
| Program Services | 354142156 | ProgramServices |
| Management And General | 46360238 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17598994 | BOY |
| EOY | 16203986 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58118381 | BOY |
| EOY | 50077774 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7180960 | BOY |
| EOY | 7625812 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2572266 | BOY |
| EOY | 2766254 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 287428449 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 144441982 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144142921 | BOY |
| EOY | 142986467 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327968 | BOY |
| EOY | 278356 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13771686 | BOY |
| EOY | 13276992 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1624000 | BOY |
| EOY | 1286814 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146498415 | BOY |
| EOY | 175313129 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391835591 | BOY |
| EOY | 409815584 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43009451 | BOY |
| EOY | 36847033 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1525212 | BOY |
| EOY | 1673606 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252761031 | BOY |
| EOY | 257534704 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297295694 | BOY |
| EOY | 296055343 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94211928 | BOY |
| EOY | 113481885 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327969 | BOY |
| EOY | 278356 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94539897 | BOY |
| EOY | 113760241 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391835591 | BOY |
| EOY | 409815584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 59771147 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3231867 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -43782670 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $3,944 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 3944 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Lobbying expenses represent the portion of dues paid to national and state hospital associations that is specifically allocable to lobbying. Borgess Medical Center does not participate in or intervene in (including the publishing or distributing or statements) any political campaign on behalf of (or in opposition to) any candidates for public office. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4089957 | OtherCostOrOtherBasis |
| Book Value | 4089957 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 177783382 | OtherCostOrOtherBasis |
| Depreciation | 77013615 | Depreciation |
| Book Value | 100769767 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1500772 | OtherCostOrOtherBasis |
| Depreciation | 1285115 | Depreciation |
| Book Value | 215657 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 95025213 | OtherCostOrOtherBasis |
| Depreciation | 65611092 | Depreciation |
| Book Value | 29414121 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9029125 | OtherCostOrOtherBasis |
| Depreciation | 532160 | Depreciation |
| Book Value | 8496965 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 142986467 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Interest in Investments Held by Ascension Health Alliance | 126390561 |
| Intercompany Receivables | 16898770 |
| Deferred Compensation Annuities | 19832479 |
| Third Party Settlements | 6055862 |
| Other Receivables | 4497027 |
| Other Assets | 1638430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 175313129 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Third Party Settlements | $11,560,957 |
| Self Insurance Liabiltiy | $1,307,726 |
| Pension Payable | $44,710,987 |
| Deferred Compensation | $19,832,479 |
| Other Liabilities | $14,049,400 |
| Intercompany Debt with Ascension Health Alliance | $166,073,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 257534704 | TotalOfAmounts |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent350 | X | Pcent350 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9477220 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9477220 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02360 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 40868897 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27459939 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 13408958 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03340 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 50346117 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27459939 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 22886178 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05700 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 60200 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 60200 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7377291 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7377291 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01840 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1146591 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1146591 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00290 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 516081 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 516081 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9100163 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9100163 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02280 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 59446280 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27459939 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 31986341 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07980 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 295 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 295 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 744 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 744 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 1039 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1039 | NetCommunityBuildingExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $13,816,749 | BadDebtExpenseAmount |
| Amount Attributable To | 718748 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 224845522 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 189895682 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 34949840 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Website AddressWebsiteAddress | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | Facility Reporting GroupFacilityReportingGroup | OtherOther |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Borgess Medical Center | ||||||||||||
| 1 | 1521 Gull Road | Kalamazoo | MI | 49048 | www.borgess.com | X | X | X | X | X | A | |
| Borgess PIPP Hospital | ||||||||||||
| 2 | 411 Naomi Street | Plainwell | MI | 49080 | www.borgess.com | X | A | Long-Term Acute Care | ||||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Reporting Group A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | 1 | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Information Gaps | X | InformationGaps |
| Needs Assessment Conducted | 12 | NeedsAssessmentConducted |
| Take Into Account | 1 | TakeIntoAccount |
| Other Facilities | 1 | OtherFacilities |
| CHNA Widely Available | 1 | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Develop Community Plan | X | DevelopCommunityPlan |
| Participate Community Plan | X | ParticipateCommunityPlan |
| Include Operational Plans | X | IncludeOperationalPlans |
| Adopt Budget | X | AdoptBudget |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | 0 | AllNeedsAddressed |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 350.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Average Negotiated Rates | X | AverageNegotiatedRates |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (28 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Community Benefit Report: | Part I, Line 6: | This report illustrates the significant degree to which Borgess Medical Center contributes to the positive health status of the communities it serves. As a member of Ascension Health, the nation's largest Catholic healthcare system, Borges Medical Center continues to build and strengthen sustainable collaborative efforts that benefit the health of individuals, families, and society as a whole. The goal of Borgess Medical Center is to perpetuate the healing mission of the church. Borgess Medical Center furthers this goal through delivery of patient services, care to the elderly and indigent, patient education and health awareness programs for the community, and medical research. Our concern for all human life and dignity of each person leads the organization to provide medical services to all people in the community without regard to the patient's race, creed, national origin, economic status, or ability to pay. Borgess Medical Center has engaged in the following activities to ensure that our mission is accomplished:Unreimbursed Services Provided to the Elderly and the PoorBorgess Medical Center provides a substantial portion of its services to the elderly and poor. During the fiscal year ending June 30, 2013, approximately 51.5% of the value of services rendered were to elderly patients under the Medicare program, and approximately 13.6% of the services were provided to patients who were deemed indigent under state, county, or Medical Center Guidelines. In the spirit of principles adopted by Ascension Health, Borgess Medical Center has taken proactive steps to address those issues that will affect accessibility, the financing, and the delivery of healthcare to all persons, especially the uninsured, underinsured, and the underserved. During the fiscal year ending June 30, 2013 the estimated unreimbursed cost of services provided to the elderly, uninsured, and underinsured totaled $35.1 million.Patient ServicesIn addition to offering nationally recognized, cardiac, neuro and orthopedic care, Borgess Medical Center serves southern Michigan and the greater Kalamazoo region with more than 40 inpatient and outpatient specialties -- including emergency and trauma, heart health, advanced cancer care, vascular services and women's health -- provided by a medical staff of more than 500 physicians. The following represent some of the services provided: -Behavioral Medicine-Birthing Center-Breast Care Centers-Cancer Care-Cardiac Services (Heart Care)-Clinical Trials (Research)-CorpFit (Occupational Health) -Diabetes Education-Emergency Services-Fitness-Health Promotion (For Instructor Use)-Home Health Care & Hospice-Integrative Medicine-Laboratory Services-Level I Trauma Center-Neuro Sciences (Head, neck and spine)-Nutritional Counseling-Orthopedic Services / Joint Replacement Center-Osteoporosis Centers-Radiology Services-Rehabilitation Services-Sleep Disorders Center-Surgical Services-Vascular Services-West Michigan Spine-Women's HealthSome services operate at a loss in order to ensure that all services are available to meet community health care needs. Some of the larger examples include Obstetrics, Neonatal, Behavioral, and General Medicine.During the fiscal year ending June 30, 2013, our Medical Center treated adults and children in the community for a total of 95,115 patient days of service. The Medical Center also provided services for 549,269 outpatient visits, including 6,521 outpatient surgeries, and 65,988 emergency and minor care visits. Community Outreach activitiesBorgess Medical Center seeks to improve the physical, mental, social and spiritual health status of its surrounding community. In addition to providing health care services to all individuals who require medical attention, Borgess Medical Center has developed the following programs to help achieve its mission:Expanding Awareness, Education, and Health PromotionBorgess Medical Center believes that it is essential to educate people regarding the types of behavior that improve their chances of living a healthy life. Borgess Medical Center has invested significantly in unique, top quality health education and materials to accomplish its goals. Below are some of the topics of program offerings to the community:-Cardiac Rehabilitation-Loss and Bereavement-Healthy Heart Education-Food Preparation for Cardiac Patients-Hip and Knee Pain-Joint Replacement Pre-op Education-Diabetes Education-Family and Sibling Education-Cardio Pulmonary Seminars-Lamaze-Lamaze for Spanish speaking population-Birth Education-Better Breathers Club-Breast Education-End of Life IssuesBorgess Medical Center provides the following information on its website:1. Listings of Health and Wellness classes, including a description of the class, cost, and location.2. Drug Reference information on thousands of Brand and Generic drugs.3. Adult and Pediatric Disease and Condition Index, that provides information on various disease processes andhealth conditions for adults and children.While our health ministry does not have formal public health clinic, it does provide a variety of specialized clinics at various sites in the community independently and in conjunction with other organizations. These include:-Public Flu Clinic-Diabetes Screenings-Congestive Heart failure-Fitness and Exercise-Cholesterol -Stroke-Cardiac Health-Wellness Clinics offered by Parish Nurse Program-Blood Pressure Screenings-Prevention and Safety Health Fairs offered by Visiting Nurse and Hospice Program-Senior Wellness Program-Joint community health fairs:1. African American Health Fair2. Cover the Uninsured Week health screenings3. Senior Expo4. Women's Festival5. Kalamazoo County Health FairIn fulfillment of its corporate responsibility to address compelling community and social needs through philanthropy, Borgess Medical Center has established a policy to direct monetary contributions to not-for-profit organizations that work to improve the quality of life in its service area. Priority is given to those organizations whose mission is most closely aligned with the mission and values of Borgess.Borgess played a leadership role in the establishment of the Kalamazoo County Health Plan, whose mission is to improve coverage and access for the uninsured in Kalamazoo County. Additionally Borgess executive staff sit on a number of governance Boards of non-profit organizations in our community that serve disfranchised groups; such as the American Red Cross, Greater Kalamazoo United Way, Family Health Center and Ministry with Community to name a few. Borgess also has representation on public and private organizations including the Kalamazoo Chamber of Commerce and the Kalamazoo Valley Community College Foundation.Medical ResearchBorgess Medical Center furthers its mission by contributing funds and personnel to support research that has helped advance medical care. Borgess Research Institute conducts sponsored clinical device and drug trials in the following areas:-Cardiovascular Research: high cholesterol, high blood pressure, heart failure, acute myocardial infaction, patients with acute coronary syndrome undergoing coronary stent placement, carotid stenting, and coronary artery bypass graphs.-Neuroscience Research: Parkinson's Disease, Alzheimer's Disease, Back pain, Spine Surgery, Mild Cognitive Impairment, Peripheral Neuropathy, Migraines, Sleep Disorders, Acute Stroke, Stroke Prevention and Insonomia.-Acute Care and Trauma Research: Sepsis, Acute Respitory Distress Syndrome, and Pneumonia.-Other: Erosive Gerd, Chron's Disease, and Infectious Disease. -Basic and Molecular Science research is conducted in trauma research looking at ischemia and reperfusion animal models. Cardiovascular basic science research is also conducted at Borgess. Borgess Medical Center utilizes its website to recruit patients for clinical trials. Furthermore, advertising is done on Centerwatch and other research recruiting websites. Medical EducationBorgess Medical Center believes that, in order to provide the best health care to the community, its clinical personnel must receive ongoing medical education. Classes, seminars, and materials are provided to medical residents and staff. Additionally, symposiums such as for Cardiac and Neurology are offered. |
| SummaryBorgess Medical Center furthers its charitable purposes by providing a broad array of services to meet the healthcare needs of patients and organizations in the community. We provide essential medical services to the community, train and recruit healthcare professionals to serve the needs of the broader community, provide appropriate charity services to those patients who are not able to pay for their own healthcare needs, provide services to other organizations that allow them to provide quality services to their patients or constituents, and present education information classes and activities to the community in order to improve its overall health status. | ||
| Part I, Line 7: The cost of providing charity care, means tested government programs, and community benefit programs is estimated using internal cost data, and is calculated in compliance with Catholic Health Association ("CHA") guidelines. The organization uses a cost accounting system that addresses all patient segments (for example, inpatient, outpatient, emergency room, private insurance, Medicaid, Medicare, uninsured, or self pay). The best available data was used to calculate the amounts reported in the table. For the information in the table, a cost-to-charge ratio were calculated and applied. | ||
| Part II: We have a Community Benefit Advisory Committee that includes community leaders from health and human service organizations, the Borgess Health Board of Trustees and leadership that discusses and collaborates on community building activities. Borgess Health is positioned through its membership on 58 local regional and state health, economic and community service boards and advisory committees to help shape the discussion on health issues in the communities we serve. To that end, Borgess has representation on the Boards and/or advisory committees of Southwest Michigan First, Western Michigan University (WMU) School of Medicine, Kalamazoo Valley Community College and WMU Schools of Nursing, Greater Kalamazoo United Way, Blue Cross/ Blue Shield and Priority Health to name a few. Our participation on the Family Health Center (our local FQHC), Kalamazoo County Health Plan and financial support of Michigan State University/Kalamazoo Center for Medical Studies residency program and the Southwest Michigan Cancer Center insure access to care for vulnerable patients. | ||
| Part III, Line 4: From the consolidated audited financial statements of Ascension Health Alliance (which includes the activity of Borgess Medical Center):The provision for doubtful accounts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, Borgess follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Ascension Health. Accounts receivable are written off after collection efforts have been followed in accordance with the System's policies. | ||
| Part III, Line 8: Ascension Health and related health ministries follow the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. | ||
| Part III, Line 9b: The organization has a written debt collection policy and collection procedures will only pertain to patients that do not qualify for charity or financial assistance and who are not complying with payment arrangements that have been agreed to by the hospital and the patient. | ||
| Part VI, Line 2: Borgess reviews numerous reports and statistics, including epidemiological reports published by the Kalamazoo County Health and Human Services Department, admission and emergency room data to determine where the specific needs of the community are and where we can focus our efforts to offer assistance. | ||
| Part VI, Line 3: Information regarding financial assistance is posted in the admitting, and registration departments in addition to the emergency department. Borgess has staff dedicated to assisting uninsured patients complete a means test and complete applications for public assistance. Patients are provided with contact numbers on their medical bills to contact the billing office if assistance is needed to pay their bill. We leave it up to the patient to contact us then we direct them through the Charity Care process or applying for other government assistance programs. | ||
| Part VI, Line 4: Kalamazoo is a two-hospital market with the consumers believing that there are two very good, equal healthcare facilities. However, because it's a newer facility with all private rooms, Bronson's reputation is partially based on facility amenities. Many consumers choose a hospital based on specific service needs and/or physician recommendations and preferences. Outside of Kalamazoo, the Borgess Health service area includes several small rural hospitals and two secondary service level hospitals. Description of Community:Assessment of Kalamazoo County and Borgess Health's Primary Service AreasThe City of Kalamazoo is located within county and represents approximately 30% of the total population. The average annual income of a Kalamazoo county resident is $46,019 annually with 18.6% of the population falling below the poverty level. The current unemployment rate is 8.8%. Southwest Michigan Population Demographics and Trends Southwest Michigan is comprised of a nine-county region that borders Indiana. Kalamazoo County is at the heart of southwest Michigan and is the most densely populated of the nine counties. Together, the neighboring cities of Kalamazoo and Portage within the county represent the largest metropolitan area in the region. For the purpose of the Community Health Needs Assessment, we will define our focus on Kalamazoo County, which includes the cities Kalamazoo and Portage. In 2013 County Health Rankings were released on March 21, 2013 by the Robert Wood Johnson Foundation and the University of Wisconsin Population Health Institute. Kalamazoo County places in the middle of the 82 Michigan counties at the 46th rank. According to estimates by the U.S. Census, the City of Kalamazoo's population increased 0.64 percent from 74,262 to 74,743 between 2010 and 2011. During the same timeframe, the population of the City of Portage increased 0.71 percent from 46,292 to 46,624. Population Living in Poverty 2008-2010 estimates projected that 19.2% of the Kalamazoo County population or 46,091 people lived below the poverty level. The proportions of people living below the poverty level in Michigan (15.7%) as well as the proportion in the United States (14.4%) were lower than the proportion in Kalamazoo County. Within Kalamazoo County, the proportion of the population living below the poverty level varied by city and township. In 2008-2010, the City of Kalamazoo had the highest poverty rate with 36.0% of residents living below the poverty level. "Poverty estimates for all cities and townships in Kalamazoo County are available from the American Community Survey as an average rate between 2006 and 2010. The highest rate was in the City of Kalamazoo; lowest rates were in Texas Township, Cooper Township, Climax Township, Ross Township, and Prairie Ronde Township." | ||
| Part VI, Line 5: Borgess provides a number of services to the community at no or a very low cost to the general community and to uninsured patients in our comprehensive Diabetes Uninsured Clinic, Wellness Project offered to adults in Allegan County, pharmaceutical assistance program, and in-home nursing programs. We also provide health screenings e.g., colorectal, immunizations, mammograms and school physicals. Borgess has a history steeped in the tradition of serving the poor and underserved. Borgess leadership including the Board of Trustees are educated on the organization's mission and values and challenge themselves on how to serve the poor and underserved members of our community. | ||
| Part VI, Line 6: Borgess Medical Center is a wholly owned subsidiary of Borgess Health Alliance, Inc., which is a member of Ascension Health. Ascension Health Alliance is a Missouri nonprofit corporation formed on September 13, 2011. Ascension Health Alliance is the sole corporate member and parent organization of Ascension Health, a Catholic national health system consisting primarily of nonprofit corporations that own and operate local healthcare facilities, or Health Ministries, located in 23 of the United States and the District of Columbia. In addition to serving as the sole corporate member of Ascension Health, Ascension Health Alliance serves as the member or shareholder of various other subsidiaries. Ascension Health Alliance, its subsidiaries, and the Health Ministries are referred to collectively from time to time hereafter as the System.Ascension Health Alliance is sponsored by Ascension Health Ministries, a Public Juridic Person. The Participating Entities of Ascension Health Ministries are the Daughters of Charity of St. Vincent de Paul in the United States, St. Louise Province, the Congregation of St. Joseph, the Congregation of the Sisters of St. Joseph of Carondelet, the Congregation of Alexian Brothers of the Immaculate Conception ProvinceAmerican Province, and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of AssisiUS/Caribbean Province. Marian Health System, which was previously sponsored by the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi US/Caribbean Province, became part of Ascension Health on April 1, 2013. In addition, Alexian Brothers Health System, which was previously sponsored by the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province, became part of Ascension Health on January 1, 2012.The Medical Center, located in Kalamazoo, Michigan, is a nonprofit acute care hospital. The Medical Center provides inpatient, outpatient, and emergency care services for the residents of Kalamazoo, Michigan. Admitting physicians are primarily practitioners in the local area. The Medical Center is related to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health and its sponsored organizations are related to providing health care services.The System directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing, and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with the System's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. The System uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs:- Traditional charity care includes the cost of services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured.- Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable persons.- Cost of other programs for persons living in poverty and other vulnerable persons includes unreimbursed costs of programs intentionally designed to serve the persons living in poverty and other vulnerable persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.- Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons who are poor and community benefit programs. The cost of providing care of persons who are poor and community benefit programs is estimated using internal cost data. | ||
| Reports Filed With States | Part VI, Line 7 | MI |
| Part V, Line 8 Facility Reporting Group A | See below | |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 1j: | |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 3: | In 2012, Borgess Health re-established the Community Benefit Advisory Committee. This committee represents sixteen (16) community agency leaders throughout Kalamazoo County and is intended to represent a wide range of expertise and services that impact our community's health status. Each committee member also holds numerous board and community committee positions in Kalamazoo and is adequately positioned to represent the community needs .The Community Benefit Advisory Committee represented a large cross section of community agencies. The committee members' expertise involves public health, not-for-profit agencies, school/educational programs, elderly support services, family health centers, chronic disease specialty clinics, Borgess Health representatives involved in community work, and a local government official.All agencies and their representatives on the committee are involved with providing services to the medically underserved, low income and minority populations. The following list represents the Community Benefit Advisory Committee participating members and data sources: Community Benefit Advisory Committee Members:- Denise Crawford- Fran Denny- Van R. Dickerson- Patrick Dyson- Mary Gustas- Bobby J. Hopewell- Gregory Miller- Bill Mayer, M.D.- Margaret Patton- Susan Pozo- Linda Root- John Ryder- Diane Schrock- Cheryl Tenenbaum- Linda Vail |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 4: | The other hospital facility with which the reporting hospital facility conducted its CHNA includes Bronson Hospital. |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 5c: | The Community Health Needs Assessment ("CHNA") of the hospital facility can be located at the following web address:http://www.borgess.com/files/chna/CHNA_Borgess_Health.pdf |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 7: | All of the community needs have been addressed within the implementation plan. The implementation plan is still in its roll out stage. |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 14g: | A summary of the financial assistance policy is posted on the hospital facility's emergency rooms or waiting rooms, admission offices and available upon request. |
| Facility 1 -- Borgess Medical Center | Part V, Section B, line 18e: | Question 18 is more appropriately answered as not applicable as the Billing and Collections Policy of Borgess Medical Center does not allow a hospital to engage in extraordinary collection actions before the organization made reasonable efforts to determine whether the individual is eligible for assistance under the financial assistance policy. Reasonable efforts taken include but are not limited to: - Notifying individuals of the financial assistance policy on admission- Notifying individuals of the financial assistance policy prior to discharge- Notifying individuals of the financial assistance policy in communications with the patients regarding the patients' billsDocumenting its determination of whether patients were eligible for financial assistance under the hospital facility's financial assistance policy. |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 1j: | |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 3: | In 2012, Borgess Health re-established the Community Benefit Advisory Committee. This committee represents sixteen (16) community agency leaders throughout Kalamazoo County and is intended to represent a wide range of expertise and services that impact our community's health status. Each committee member also holds numerous board and community committee positions in Kalamazoo and is adequately positioned to represent the community needs .The Community Benefit Advisory Committee represented a large cross section of community agencies. The committee members' expertise involves public health, not-for-profit agencies, school/educational programs, elderly support services, family health centers, chronic disease specialty clinics, Borgess Health representatives involved in community work, and a local government official.All agencies and their representatives on the committee are involved with providing services to the medically underserved, low income and minority populations. The following list represents the Community Benefit Advisory Committee participating members and data sources: Community Benefit Advisory Committee Members:- Denise Crawford- Fran Denny- Van R. Dickerson- Patrick Dyson- Mary Gustas- Bobby J. Hopewell- Gregory Miller- Bill Mayer, M.D.- Margaret Patton- Susan Pozo- Linda Root- John Ryder- Diane Schrock- Cheryl Tenenbaum- Linda Vail |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 4: | The other hospital facility with which the reporting hospital facility conducted its CHNA includes Bronson Hospital. |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 5c: | The Community Health Needs Assessment ("CHNA") of the hospital facility can be located at the following web address:http://www.borgess.com/files/chna/CHNA_Borgess_Health.pdf |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 7: | All of the community needs have been addressed within the implementation plan. The implementation plan is still in its roll out stage. |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 14g: | A summary of the financial assistance policy is posted on the hospital facility's emergency rooms or waiting rooms, admission offices and available upon request. |
| Facility 2 -- Borgess PIPP Hospital | Part V, Section B, line 18e: | Question 18 is more appropriately answered as not applicable as the Billing and Collections Policy of Borgess PIPP Hospital does not allow a hospital to engage in extraordinary collection actions before the organization made reasonable efforts to determine whether the individual is eligible for assistance under the financial assistance policy. Reasonable efforts taken include but are not limited to: - Notifying individuals of the financial assistance policy on admission- Notifying individuals of the financial assistance policy prior to discharge- Notifying individuals of the financial assistance policy in communications with the patients regarding the patients' billsDocumenting its determination of whether patients were eligible for financial assistance under the hospital facility's financial assistance policy. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Southwest Michigan First Corporation | |||||||
| 3940 Peninsular Drive SE 180 | Grand Rapids | MI | 49007 | 382853785 | Section 501(c)(3) | 100000 | General Assistance |
| Greater Kalamazoo United Way | |||||||
| 709 South Westnedge | Kalamazoo | MI | 49007 | 381359193 | Section 501(c)(3) | 102392 | General Assistance |
| Communities in Schools | |||||||
| PO Box 50372 | Kalamazoo | MI | 49005 | 382873188 | Section 501(c)(3) | 1000 | General Assistance |
| Bishops Annual Appeal | |||||||
| 215 North Westnedge | Kalamazoo | MI | 49007 | 381961750 | Section 501(c)(3) | 10000 | General Assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: If grant is for a specific event we usually have a representative attend the function. If it is for non-function activities we usually receive a letter detailing our contribution and what it was used for. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Noffsinger MD | ||||||||||||||
| Trustee | 747426 | 0 | 115007 | 0 | 45168 | 0 | 19927 | 0 | 30145 | 0 | 957673 | 0 | 0 | 0 |
| Paul A Spaude | ||||||||||||||
| CEO | 499198 | 0 | 833129 | 0 | 44956 | 0 | 126774 | 0 | 17521 | 0 | 1521578 | 0 | 0 | 0 |
| Richard Felbinger | ||||||||||||||
| CFO | 290265 | 0 | 155750 | 0 | 38730 | 0 | 56617 | 0 | 21149 | 0 | 562511 | 0 | 0 | 0 |
| Mark Anthony | ||||||||||||||
| Exec VP and COO | 234705 | 0 | 46922 | 0 | 39818 | 0 | 43750 | 0 | 11034 | 0 | 376229 | 0 | 0 | 0 |
| J Patrick Dyson | ||||||||||||||
| Executive VP | 337485 | 0 | 228272 | 0 | 30426 | 0 | 198122 | 0 | 10539 | 0 | 804844 | 0 | 0 | 0 |
| Joy Strand end 712 | ||||||||||||||
| COO - LMH | 92078 | 0 | 52089 | 0 | 96077 | 0 | 24900 | 0 | 9171 | 0 | 274315 | 0 | 0 | 0 |
| Anthony F Olivia end 313 | ||||||||||||||
| Chief Medical Officer | 355259 | 0 | 160800 | 0 | 16168 | 0 | 16216 | 0 | 19533 | 0 | 567976 | 0 | 0 | 0 |
| John Ryder | ||||||||||||||
| COO - Lee & Pipp | 217460 | 0 | 22969 | 0 | 1151 | 0 | 25086 | 0 | 16043 | 0 | 282709 | 0 | 0 | 0 |
| Sereenivas Kamath | ||||||||||||||
| Physician | 583636 | 0 | 338829 | 0 | 18585 | 0 | 29169 | 0 | 20425 | 0 | 990644 | 0 | 0 | 0 |
| David Martin | ||||||||||||||
| Physician | 835831 | 0 | 50000 | 0 | 18426 | 0 | 37747 | 0 | 27146 | 0 | 969150 | 0 | 0 | 0 |
| Christopher Uggen | ||||||||||||||
| Physician | 612090 | 0 | 288752 | 0 | 800 | 0 | 25837 | 0 | 21170 | 0 | 948649 | 0 | 0 | 0 |
| Thomas Ryan | ||||||||||||||
| Physician | 683642 | 0 | 168300 | 0 | 21348 | 0 | 40807 | 0 | 26952 | 0 | 941049 | 0 | 0 | 0 |
| Todd Ream | ||||||||||||||
| Physician | 725082 | 0 | 114061 | 0 | 20173 | 0 | 28577 | 0 | 28523 | 0 | 916416 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | An officer is allowed to bring a companion on two travel occasions that the company will pay for and include the cost of that travel in the officer's W-2. | |
| Part III | Part I, Line 4a: Severance Payments: Joy A. Strand - $80,208 Part I, Line 4b: 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 the facts and circumstances under which the executive terminates employment with the organization. Du e 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 to the executive is reported as compensation on Form 990, Part II, column B in the year paid. The organization contributed to Ascension Health's nonqualified supplemental retirement plan and the following individual received payment: Mark Anthony - $15,000 | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Borgess Medical Center has a single corporate member, Borgess Health Alliance, Inc. | |
| Form 990, Part VI, Section A, line 7a | Borgess Medical Center has a single corporate member, Borgess Health Alliance, Inc., who has the ability to elect members to the governing body of the Borgess Medical Center. | |
| Form 990, Part VI, Section A, line 7b | All decisions that have a material impact to Borgess Medical Center financial information or corporation as a whole are subject to approval by its sole corporate member, Borgess Health Alliance, Inc. | |
| Form 990, Part VI, Section B, line 11 | 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, Section B, line 12c | 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 meeting will decide if conflict of interest exist. 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, Section B, line 15 | In determining compensation of the organization's CEO, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Executive/Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals that worked 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 Executive Committee minutes. The individual was not present when his compensation was decided. In determining compensation of other officers or key employees of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Executive/Compensation committee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the organization were compared to individuals that worked 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 Executive Committee minutes. | |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents open to public inspection upon request. | |
| Form 990, Part VII, Section A: | The compensation paid to Mark Noffsinger, M.D. reflects payments for his services as Physician, not remuneration for his participation on the Board of Trustees. | Explanation of Compensation Paid to Mark Noffsinger, M.D.: |
| Form 990, Part XI, line 9: | Book/Tax Difference on Sale of Buildings 154,609. Transfer to Ascension Health -556,526. Deferred Pension Costs 5,209,100. Transfers to Affiliates -48,589,853. Restricted Donations used for Capital 715,029. Book/Tax difference on Restricted Contributions -715,029. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health | ||||||||||
| PO box 45998 | St Louis | MO | 63134 | 311662309 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | Ascension Health Alliance | 0 |
| Borgess Health Alliance Inc | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 382335286 | Health System Parent | MI | Section 501(c)(3) | Schedule A, Line 11c | Ascension Health | 0 |
| Borgess Ambulatory Care Corporation | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 382468823 | Holding Company | MI | Section 501(c)(3) | Schedule A, Line 3 | Borgess Health Alliance Inc | 1 |
| Borgess Foundation | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 237222558 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11c | Borgess Health Alliance Inc | 1 |
| Borgess Nursing Home | ||||||||||
| 3057 Gull Road | Kalamazoo | MI | 490481281 | 382555589 | Residential Care | MI | Section 501(c)(3) | Schedule A, Line 3 | Borgess Health Alliance Inc | 1 |
| Lee Memorial Hospital Corporation | ||||||||||
| 420 West High Street | Dowagiac | MI | 49047 | 381490190 | Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 3 | Borgess Health Alliance Inc | 1 |
| Lee Memorial Foundation | ||||||||||
| 420 West High Street | Dowagiac | MI | 49047 | 382860459 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11c | Borgess Health Alliance Inc | 1 |
| ProMed Healthcare | ||||||||||
| 1521 Gull Road | Kalamazoo | MI | 49048 | 383193801 | Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Borgess Health Alliance Inc | 1 |
| Visiting Nurse & Hospice Services of SW MI | ||||||||||
| 348 North Burdick | Kalamazoo | MI | 49007 | 381359216 | Home Nursing and Rehabilitation Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Borgess Health Alliance Inc | 1 |
| Visiting Nurses Home Care DBA Borgess VNA Home Care | ||||||||||
| 348 North Burdick | Kalamazoo | MI | 49007 | 382717691 | Home Healthcare Services | MI | Section 501(c)(3) | Schedule A, Line 9 | Borgess Health Alliance Inc | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Textile Systems Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 Walbridge | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382705047 | EIN |
| Primary Activity | Laundry Services | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Borgess Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 2708941 | ShareOfTotalIncome |
| Share Of EOY Assets | 988371 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Ascension Health | ||
| R | 556526 | FMV |
| Borgess Ambulatory Care Corporation | ||
| Q | 29076726 | FMV |
| Borgess Ambulatory Care Corporation | ||
| P | 28950988 | FMV |
| Borgess Nursing Home | ||
| Q | 13491876 | FMV |
| Borgess Nursing Home | ||
| S | 2461364 | FMV |
| Visiting Nurse & Hospice Services of Southwest Michigan | ||
| Q | 700032 | FMV |
| Visiting Nurses Home Care | ||
| Q | 56003 | FMV |
| Borgess Health Alliance | ||
| P | 46401716 | FMV |
| Borgess Foundation | ||
| Q | 595474 | FMV |
| Borgess Foundation | ||
| S | 1545581 | FMV |
| ProMed Healthcare | ||
| O | 37094564 | FMV |
| ProMed Healthcare | ||
| Q | 31346750 | FMV |
| ProMed Healthcare | ||
| P | 66740342 | FMV |
| ProMed Healthcare | ||
| S | 1320279 | FMV |
| ProMed Healthcare | ||
| M | 170367 | FMV |
| Lee Memorial Hospital Corporation | ||
| S | 4319340 | FMV |
| Visiting Nurses Home Care | ||
| P | 352424 | FMV |
| Visiting Nurse & Hospice Services of Southwest Michigan | ||
| S | 8096019 | FMV |
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