COREWELL HEALTH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-2539929)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201442279349302229
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T10:44:31-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382539929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND HEALTH FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | BENTON HARBOR/ST JOSEPH | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAKE | NameControl |
| Phone | 2699838300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVENUE | AddressLine1 |
| City | SAINT JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY CALHOUN | Name |
| Title | VP - FINANCE & CFO | Title |
| Phone | 2699838300 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LALONDE CPA | Name |
| PTIN | P00181637 | PTIN |
| Phone | 2695674500 | Phone |
| 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 | DAVID BURGHART | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVENUE | AddressLine1 |
| City | SAINT JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8352075 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | FOUNDATION | TypeOfOrgOtherDescription |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE AND ASSIST IN PROVIDING HEALTH CARE BY ACCEPTING CONTRIBUTIONS FOR LAKELAND REGIONAL HEALTH SYSTEM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2561310 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2737959 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 156539 | InvestmentIncomePriorYear |
| Investment Income Current Year | 196809 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2717849 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2934768 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1788895 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4733162 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 387906 | OtherExpensePriorYear |
| Other Expenses Current Year | 73707 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2176801 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4806869 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 541048 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1872101 | RevenuesLessExpensesCY |
| Total Assets BOY | 7371735 | TotalAssetsBOY |
| Total Assets EOY | 7284238 | TotalAssetsEOY |
| Total Liabilities BOY | 5800 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1507817 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7365935 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5776421 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROMOTE AND ASSIST IN PROVIDING HEALTH CARE BY ACCEPTING CONTRIBUTIONS FOR LAKELAND REGIONAL HEALTH SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4673225 | Expense |
| Grants | 4673225 | Grants |
| Revenue | 0 | Revenue |
| Description | THE FOUNDATION DISTRIBUTED FUNDS TO A LOCAL AREA HOSPITAL FOR BETTER EQUIPMENT AND FACILITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 59937 | Expense |
| Grants | 59937 | Grants |
| Revenue | 0 | Revenue |
| Description | THE FOUNDATION DISTRIBUTED FUNDS TO 35 LOCAL HEALTH CARE INDIVIDUALS FOR TUITION RELATED EXPENSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4733162 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY WAHLSTROM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2696871147 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVE | AddressLine1 |
| City | ST JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 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 |
|---|---|---|---|---|---|---|---|
| RICHARD DYER | |||||||
| CHAIRPERSON | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| BILL HANLEY | |||||||
| VICE CHAIRPERSON | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| RANDY BETTICH | |||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| LOREN HAMEL MD | |||||||
| DIRECTOR AND LAKELAND CEO | 1.00 | 54.00 | X | X | 0 | 671199 | 50637 |
| DAVID BURGHART | |||||||
| DIRECTOR AND FOUNDATION PRESIDENT | 20.00 | 20.00 | X | X | 0 | 162150 | 7727 |
| SANDI BOWMAN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LUCAS BROWN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD BUCKALEW | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JAMES CLEVER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| EDWARD CONRAD | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| WENDY EDWARDS | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARC FLORIAN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KC GAST | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ROBERT GOTTLIEB | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| BRITTANY GRASLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| CAROLYN HANSON | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| GYL KASEWURM | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KURT MARZKE | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| BARBARA MEEKS | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RANDALL MILLER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TIM PASSARO | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JOHN PROOS MD | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DON RADDE | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| EBON SANDERS | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DIANA SEAMAN | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN SNYDER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| CAROL STARKS | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DENNIS SZYMANSKI MD | |||||||
| DIRECTOR | 1.00 | 40.00 | X | 0 | 313622 | 10395 | |
| KAY VARGA-SMITH | |||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |
| DANA WALES | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARGE WIATROWSKI | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TINA KIRBY | |||||||
| DIRECTOR (PART YEAR) | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| PAT MOODY | |||||||
| DIRECTOR (PART YEAR) | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TIMOTHY CALHOUN | |||||||
| VP - FINANCE & CFO | 1.00 | 49.00 | X | 0 | 367662 | 36008 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1514633 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 104767 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 1000000 | RelatedOrganizations |
| All Other Contributions | 1737959 | AllOtherContributions |
| Total Contributions | 2737959 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96554 | TotalRevenueColumn |
| Exclusion | $96,554 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5517562 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5417307 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 100255 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100255 | TotalRevenueColumn |
| Exclusion | $100,255 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2934768 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $196,809 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4673225 | Total |
| Program Services | 4673225 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59937 | Total |
| Program Services | 59937 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Management And General | 18000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14900 | Total |
| Management And General | 14900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23212 | Total |
| Management And General | 23212 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2204 | Total |
| Management And General | 2204 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNCOLLECTABLE PLEDGES | Description |
| Total | 15391 | Total |
| Management And General | 15391 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4806869 | Total |
| Program Services | 4733162 | ProgramServices |
| Management And General | 73707 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979742 | BOY |
| EOY | 420582 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2405405 | BOY |
| EOY | 2618019 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3986588 | BOY |
| EOY | 4245637 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7371735 | BOY |
| EOY | 7284238 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5800 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1507817 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5800 | BOY |
| EOY | 1507817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3314731 | BOY |
| EOY | 1878961 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3352504 | BOY |
| EOY | 3198760 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698700 | BOY |
| EOY | 698700 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7365935 | BOY |
| EOY | 5776421 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7371735 | BOY |
| EOY | 7284238 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1872101 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 282587 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Both | X | FinancialStatementBoth |
| 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 392059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2923180 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1345122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2561310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2737959 | CurrentTaxYear |
| Total | 9959630 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 392059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2923180 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1345122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2561310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2737959 | CurrentTaxYear |
| Total | 9959630 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3118540 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6841090 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154774 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145044 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 119160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96554 | CurrentTaxYear |
| Total | 612396 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 47199 | CurrentTaxYearMinus2Years |
| Total | 47199 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10619225 | TotalSupport |
| Public Support Pertcentage170 | 0.64420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SALE OF ASSETS - 2010 AMOUNT: $ 47,199. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 876299 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 264459 | InvestmentEarningsOrLosses |
| Other Expenditures | 111041 | OtherExpenditures |
| End Of Year Balance | 1029717 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 854341 | BeginningOfYearBalance |
| Contributions | 35899 | Contributions |
| Investment Earnings Or Losses | 42587 | InvestmentEarningsOrLosses |
| Other Expenditures | 56528 | OtherExpenditures |
| End Of Year Balance | 876299 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 821475 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 92383 | InvestmentEarningsOrLosses |
| Other Expenditures | 59517 | OtherExpenditures |
| End Of Year Balance | 854341 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2903675 | BeginningOfYearBalance |
| Contributions | 30080 | Contributions |
| Investment Earnings Or Losses | 48478 | InvestmentEarningsOrLosses |
| Other Expenditures | 2160758 | OtherExpenditures |
| End Of Year Balance | 821475 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3815278 | BeginningOfYearBalance |
| Contributions | 389004 | Contributions |
| Investment Earnings Or Losses | 3568 | InvestmentEarningsOrLosses |
| Other Expenditures | 1304175 | OtherExpenditures |
| End Of Year Balance | 2903675 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01210 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67850 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.30940 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTIES | Description |
| Amount | $1,507,817 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1507817 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3410494 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 282587 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 193139 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 475726 | RevenueNotRptdF990 |
| Revenue Subtotal | 2934768 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2934768 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5000008 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 193139 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 193139 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4806869 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4806869 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE SCHOLARSHIPS FOR HEALTHCARE RELATED TO STUDY/WORK. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE BY THE DONOR FOR FEDERAL INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2013 AND 2012, 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 FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO SEPTEMBER 30, 2010. |
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 | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC | |||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 382156872 | 501(C)3 | 391310 | N/A | N/A | DISTRIBUTED FUNDS TO LOCAL HOSPITAL TO PROVIDE BETTER EQUIPMENT AND FACILITIES |
| LAKELAND HEALTH FOUNDATION NILES | |||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 383130558 | 501(C)3 | 10000 | N/A | N/A | GENERAL SUPPORT |
| HOSPICE AT HOME INC | |||||||||
| 4025 HEALTH PARK LANE | ST JOSEPH | MI | 49085 | 382416086 | 501(C)3 | 3841656 | N/A | N/A | DISTRIBUTED FUNDS TO PROVIDE BETTER EQUIPMENT AND FACILITIES |
| BERRIEN REGIONAL EDUCATION SERVICE AGENCY | |||||||||
| 711 ST JOSEPH AVENUE | BERRIEN SPRINGS | MI | 49103 | 381714920 | GOVERNMENTAL | 30000 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| HEALTH CARE SCHOLARSHIPS | 35 | 53748 | N/A | N/A |
| GRANTS TO ASSOCIATES IN NEED | 14 | 6189 | N/A | N/A |
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: THE SCHOLARSHIP GRANTS ARE MONITORED TO ENSURE THE STUDENT IS FURTHERING THEIR EDUCATION WITHIN THE HEALTHCARE INDUSTRY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOREN HAMEL MD | ||||||||||||||
| DIRECTOR AND LAKELAND CEO | 0 | 511565 | 0 | 105000 | 0 | 54634 | 0 | 46402 | 0 | 4235 | 0 | 721836 | 0 | 0 |
| DAVID BURGHART | ||||||||||||||
| DIRECTOR AND FOUNDATION PRESIDENT | 0 | 158060 | 0 | 720 | 0 | 3370 | 0 | 6354 | 0 | 1373 | 0 | 169877 | 0 | 0 |
| DENNIS SZYMANSKI MD | ||||||||||||||
| DIRECTOR | 0 | 313622 | 0 | 0 | 0 | 0 | 0 | 7550 | 0 | 2845 | 0 | 324017 | 0 | 0 |
| TIMOTHY CALHOUN | ||||||||||||||
| VP - FINANCE & CFO | 0 | 288408 | 0 | 70103 | 0 | 9151 | 0 | 32170 | 0 | 3838 | 0 | 403670 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | LAKELAND MAINTAINS A 457F 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 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION IS ORGANIZED ON A STOCK BASIS. THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LAKELAND REGIONAL HEALTH SYSTEM. |
| 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. |
| THE CEO AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING PROCESS TO DETERMINE COMPENSATION. 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 2013. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LAKELAND REGIONAL HEALTH SYSTEM INC | |||||||||||
| 1234 NAPIER AVENUE | 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 HOSPITALS AT NILES AND ST JOSEPH INC | |||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 382156872 | PROVIDE A COMPREHENSIVE SYSTEM OF HEALTH CARE TO CITIZENS OF THE COMMUNITY | MI | 501(C)(3) | LINE 3 | 1 | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| LAKELAND SPECIALITY HOSPITAL AT BERRIEN CENTER | |||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 383452303 | LONGTERM HEALTHCARE/HEALING SERVICES | MI | 501(C)(3) | LINE 3 | 1 | LAKELAND REGIONAL HEALTH SYSTEM INC | |
| LAKELAND HEALTH FOUNDATION NILES | |||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 383130558 | PROMOTE/ASSIST IN PROVIDING HEALTH CARE SERVICES IN SOUTHWESTERN MICHIGAN | MI | 501(C)(3) | LINE 7 | 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 | 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 | 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 | 1 | LAKELAND REGIONAL HEALTH SYSTEM INC | |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| VAN'S MEDICAL EQUIPMENT OF LAKELAND LLC | |||||||
| 1234 NAPIER AVENUE | 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| LAKELAND HEALTH ENTERPRISES INC | ||||||||||
| 31 NORTH ST JOSEPH AVENUE | NILES | MI | 49120 | 382669798 | ACCOUNTING AND BILLING | MI | LAKELAND REGIONAL HEALTH SYSTEM | C | 1 | |
| PHARMACY SHOPPE INC DBA LAKELAND PHARMACY SHOPPE INC | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 382929090 | PHARMACEUTICALS | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| LAKELAND MEDICAL PRACTICES | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 270381199 | MEDICAL ADMINISTRATIVE SERVICES | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 272589359 | PHYSICIAN OFFICE | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| FOUR FLAGS PROPERTIES INC | ||||||||||
| 122 GRANT STREET | NILES | MI | 49120 | 364501639 | PROPERTY MANAGEMENT/RENTAL | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| LAKELAND HEALTH VENTURES INC | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 272313790 | HOLDING COMPANY | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| LAKELAND PHYSICIAN CARE NETWORK | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 208513031 | MEDICAL SERVICES | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| LAKELAND PERSONAL CARE SERVICES INC | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 272990797 | HEALTH CARE SERVICES | MI | LAKELAND HEALTH ENTERPRISES | C | 1 | |
| LAKELAND CARE INC | ||||||||||
| 1234 NAPIER AVENUE | ST JOSEPH | MI | 49085 | 383225306 | CONTRACT NEGOTIATION | MI | C | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | 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 | 0 | 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 | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC | ||
| B | 391310 | ACTUAL AMOUNTS GRANTED |
| HOSPICE AT HOME INC | ||
| B | 3841656 | ACTUAL AMOUNTS GRANTED |
| LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC | ||
| C | 1000000 | ACTUAL AMOUNTS CONTRIBUTED |
| LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC | ||
| O | 193139 | ALLOCATION OF EXPENSE |
Comments