BEACON KALAMAZOO INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEACON KALAMAZOO INC (EIN 38-1360526)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349301841
- Schema version
- 2011v1.5
- 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 | 2013-05-14T09:50:01-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Matthew A Montgomery | Name |
| PTIN | P00492843 | PTIN |
| Phone | 5137847100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 470080467 | 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 | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3368 | TotalNbrEmployees |
| Total Nbr Volunteers | 324 | TotalNbrVolunteers |
| Total Gross UBI | 3972134 | 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 | 435817231 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 435800013 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11196602 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4922582 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 27618577 | OtherRevenuePriorYear |
| Other Revenue Current Year | 29314025 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 474632410 | TotalRevenuePriorYear |
| Total Revenue Current Year | 470036620 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 310520 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 263902 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 179349079 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 174185101 | 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 | 287812409 | OtherExpensePriorYear |
| Other Expenses Current Year | 271059531 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 467472008 | TotalExpensesPriorYear |
| Total Expenses Current Year | 445508534 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7160402 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 24528086 | RevenuesLessExpensesCY |
| Total Assets BOY | 366602313 | TotalAssetsBOY |
| Total Assets EOY | 391835591 | TotalAssetsEOY |
| Total Liabilities BOY | 268634717 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 297295694 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 97967596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94539897 | 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 | 395979366 | Expense |
| Grants | 263902 | Grants |
| Revenue | 460005748 | 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 O for the Community Benefit Report). | Description |
| Total Program Service Expense | 395979366 | 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 | 331 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3368 | 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 14 | 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 | 2692267000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 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 (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Larry D Lueth | ||||||||
| Chair | 1.00 | X | 0 | 0 | 0 | |||
| Daniel E Stewart MD | ||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | |||
| Joni L Knapper | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |||
| Susan Pozo PhD | ||||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | |||
| Sanjay Dalal MD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Gary Druskovich MD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mary Ellen Gondeck CSJ | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Doyle A Hayes | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kevin Holleman MD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Albert Little | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| James McLaren MD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William M Harrison | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| James F Hettinger | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Paul A Spaude Sch O | ||||||||
| CEO | 40.00 | X | 879978 | 0 | 89658 | X | ||
| Richard Felbinger Sch O | ||||||||
| CFO | 40.00 | 366309 | 0 | 125597 | X | |||
| J Patrick Dyson Sch O | ||||||||
| Executive VP | 40.00 | 607045 | 0 | 113018 | X | |||
| Shahin Motakef | ||||||||
| Executive VP and COO (end 9/11) | 40.00 | 289572 | 0 | 36749 | X | |||
| Joy Strand Sch O | ||||||||
| COO - LMH | 40.00 | 172784 | 0 | 78038 | X | |||
| Anthony F Olivia Sch O | ||||||||
| CMO (start 11/2011) | 40.00 | 349588 | 0 | 11598 | X | |||
| David Martin MD | ||||||||
| Physician | 40.00 | 882457 | 0 | 24827 | X | |||
| William Lapenna MD | ||||||||
| Physician | 40.00 | 873619 | 0 | 24827 | X | |||
| Vishal Gupta MD | ||||||||
| Physician | 40.00 | 861324 | 0 | 18632 | X | |||
| Thomas Ryan MD | ||||||||
| Physician | 40.00 | 866110 | 0 | 24827 | X | |||
| Stephen Peck MD | ||||||||
| Physician | 40.00 | 858482 | 0 | 18851 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7007268 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 566622 | TotalOtherCompensation |
| Number Individuals GT100 K | 234 | 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 |
|---|---|---|---|---|---|
| Southwest Michigan Imaging LLC | |||||
| 1700 Gull Road | Kalamazoo | MI | 49048 | Imaging Services | 12104920 |
| LHRET Ascension SW Michigan LLC | |||||
| 6004 Payshere Circle | Chicago | IL | 60674 | Software Services | 6295913 |
| Trimedx LLC | |||||
| 15091 Bake Parkway | Irvine | CA | 92618 | Medical Equipment | 4649463 |
| Premier Radiology | |||||
| 1535 Gull Road | Kalamazoo | MI | 49048 | Radiology Services | 3562359 |
| CCS-PA LLC | |||||
| 31330 Schoolcraft Rd | Livonia | MI | 48150 | Consulting | 1472458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 237 | 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 | 420087168 | 420087168 | |
| Pharmacy | 621990 | 10515539 | 10515539 | |
| Joint Ventures Income | 900099 | 3144233 | 2770618 | 373615 |
| Reference Lab | 541380 | 1169534 | 1014989 | 154545 |
| Affiliated Rental Inc. | 532000 | 883539 | 883539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 435800013 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4672690 | TotalRevenueColumn |
| Exclusion | $4,672,690 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1179895 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43739 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1136156 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1136156 | TotalRevenueColumn |
| Exclusion | $1,136,156 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 250000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 108 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 249892 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 249892 | TotalRevenueColumn |
| Exclusion | $249,892 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Affiliate Income | 621990 | 11482172 | 11482172 | |
| Laundry Revenue | 812300 | 5103786 | 1659812 | 3443974 |
| Research Dept. Revenue | 541700 | 1222364 | 1222364 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10369547 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10369547 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 28177869 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 470036620 | TotalRevenueColumn |
| Related Or Exempt Function Income | 460005748 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3972134 | UnrelatedBusinessRevenue |
| Exclusion | $6,058,738 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263902 | Total |
| Program Services | 263902 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2075366 | Total |
| Program Services | 830146 | ProgramServices |
| Management And General | 1245220 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134964883 | Total |
| Program Services | 121468395 | ProgramServices |
| Management And General | 13496488 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10348914 | Total |
| Program Services | 9314023 | ProgramServices |
| Management And General | 1034891 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16695312 | Total |
| Program Services | 15025781 | ProgramServices |
| Management And General | 1669531 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10100626 | Total |
| Program Services | 10100626 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17636106 | Total |
| Program Services | 17636106 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1370882 | Total |
| Management And General | 1370882 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305321 | Total |
| Management And General | 305321 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569242 | Total |
| Management And General | 569242 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1570183 | Total |
| Program Services | 1570183 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3072622 | Total |
| Program Services | 2765360 | ProgramServices |
| Management And General | 307262 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18961547 | Total |
| Program Services | 17065392 | ProgramServices |
| Management And General | 1896155 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618701 | Total |
| Program Services | 556831 | ProgramServices |
| Management And General | 61870 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6219329 | Total |
| Management And General | 6219329 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16477047 | Total |
| Program Services | 14829342 | ProgramServices |
| Management And General | 1647705 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2147776 | Total |
| Program Services | 1932998 | ProgramServices |
| Management And General | 214778 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Contract Services | 104188710 | 93769839 | 10418871 | 0 |
| Supplies | 68269494 | 61442545 | 6826949 | 0 |
| Physician Fees | 7205829 | 7205829 | 0 | 0 |
| Corporate Allocations | 3303771 | 2973394 | 330377 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19142971 | Total |
| Program Services | 17228674 | ProgramServices |
| Management And General | 1914297 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445508534 | Total |
| Program Services | 395979366 | ProgramServices |
| Management And General | 49529168 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32143336 | BOY |
| EOY | 17598994 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54970320 | BOY |
| EOY | 58118381 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6927517 | BOY |
| EOY | 7180960 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2545203 | BOY |
| EOY | 2572266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 481588371 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 337445450 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141909502 | BOY |
| EOY | 144142921 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326882 | BOY |
| EOY | 327968 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12302592 | BOY |
| EOY | 13771686 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1945752 | BOY |
| EOY | 1624000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113531209 | BOY |
| EOY | 146498415 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366602313 | BOY |
| EOY | 391835591 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36295321 | BOY |
| EOY | 43009451 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2220711 | BOY |
| EOY | 1525212 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230118685 | BOY |
| EOY | 252761031 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268634717 | BOY |
| EOY | 297295694 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97640713 | BOY |
| EOY | 94211928 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326883 | BOY |
| EOY | 327969 | 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 | 97967596 | BOY |
| EOY | 94539897 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366602313 | BOY |
| EOY | 391835591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 24528086 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -27955785 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | $4,894 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 4894 | 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 candidate 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 | 237629238 | OtherCostOrOtherBasis |
| Depreciation | 132683128 | Depreciation |
| Book Value | 104946110 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1454847 | OtherCostOrOtherBasis |
| Depreciation | 1271670 | Depreciation |
| Book Value | 183177 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 231925983 | OtherCostOrOtherBasis |
| Depreciation | 200668489 | Depreciation |
| Book Value | 31257494 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6488346 | OtherCostOrOtherBasis |
| Depreciation | 2822163 | Depreciation |
| Book Value | 3666183 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 144142921 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Interest in investments held by Ascension Health Alliance | 96584325 |
| Intercompany Receivables | 17991311 |
| Deferred Compenation Annuities | 16353149 |
| Third Party Settlements | 10022079 |
| Other Receivables | 4080959 |
| Other Assets | 1466592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 146498415 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Intercompany Debt with Ascension Health Alliance | $167,314,232 |
| Pension Payable | $47,491,832 |
| Deferred Compensation | $16,353,149 |
| Third Party Settlements | $10,595,057 |
| Other Liabilities | $9,657,250 |
| Self Insurance Liabiltiy | $1,349,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 252761031 | 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 | 9382897 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9382897 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02170 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 47742173 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 31379867 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 16362306 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03780 | 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 | 57125070 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 31379867 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25745203 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05950 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 399997 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 399997 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7111786 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7111786 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01640 | 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 | 1071536 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1071536 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00250 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 733743 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 733743 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00170 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9317062 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9317062 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02150 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 66442132 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 31379867 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 35062265 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08100 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $12,466,873 | BadDebtExpenseAmount |
| Amount Attributable To | 3823811 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 209243876 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 205290617 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 3953259 | 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 | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|---|
| Borgess Medical Center | ||||||||||
| 1 | 1521 Gull Road | Kalamazoo | MI | 49048 | X | X | X | X | X | |
| Borgess PIPP Hospital | ||||||||||
| 2 | 411 Naomi Street | Plainwell | MI | 49080 | X | Long-Term Acute Care | ||||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Medical IndigencyMedicalIndigency | Insurance StatusInsuranceStatus | Uninsured DiscountUninsuredDiscount | Medicaid MedicareMedicaidMedicare | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Posted In Emergency RoomPostedInEmergencyRoom | Posted In Admission OfficePostedInAdmissionOffice | Available On RequestAvailableOnRequest | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Average Negotiated RatesAverageNegotiatedRates | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Borgess Medical Center | ||||||||||||||||||||||||
| 1 | 1 | 1 | 200.000000000000 | 1 | 350.000000000000 | 1 | X | X | X | X | X | X | 1 | 1 | X | X | X | X | 1 | 0 | 1 | X | 0 | 0 |
| Borgess PIPP Hospital | ||||||||||||||||||||||||
| 2 | 1 | 1 | 200.000000000000 | 1 | 350.000000000000 | 1 | X | X | X | X | X | X | 1 | 1 | X | X | X | X | 1 | 0 | 1 | X | 0 | 0 |
Form990 Schedule H Part VI Form990ScheduleHPartVI (10 entries)
| ExplanationExplanation |
|---|
| 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 I, L7 Col(f): The amount of bad debt expense reported on Form 990, Part IX, Line 25, column (A), but subtracted for purposes of calculating the percentages in Part I, Line 7, column (f) is $13,038,577. |
| 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: The provision for bad debt expense is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible 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 bad debt expense to establish an appropriate allowance for uncollectible 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 Borgess' 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 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. The population in the service area is expected to decline due to a decline in the following age cohorts: 0-17, 18-44, and 45-64. However, the population 65+ is expected to increase by 10.7%, creating a demand for restorative and chronic health services. There are 450,000 residents in the Kalamazoo Metropolitan Statistical Area. The median income for the area is $49,968 and 15.9% of the population have income at or below the poverty level. |
| 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 the sole corporate member and parentorganization of Ascension Health, a Catholic national health systemconsisting primarily of nonprofit corporations that own and operate localhealthcare facilities, or Health Ministries, located in 21 of the UnitedStates and the District of Columbia.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.Sponsorship:Ascension Health Alliance is sponsored by Ascension Health Ministries, aPublic Juridic Person. The Participating Entities of Ascension HealthMinistries are the Daughters of Charity of St. Vincent de Paul in theUnited States, St. Louise Province, the Congregation of St. Joseph, theCongregation of the Sisters of St. Joseph of Carondelet, and theCongregation of Alexian Brothers of the Immaculate Conception Province -American Province. As more fully described in the Organizational Changesnote, Alexian Brothers Health System, which was previously sponsored bythe Congregation of Alexian Brothers of the Immaculate Conception Province- American Province, became part of Ascension Health on January 1, 2012.Mission:The System directs its governance and management activities toward strong,vibrant, Catholic Health Ministries united in service and healing, anddedicates its resources to spiritually centered care which sustains andimproves the health of the individuals and communities it serves. Inaccordance with the System's mission of service to those persons living inpoverty and other vulnerable persons, each Health Ministry acceptspatients regardless of their ability to pay. The System uses fourcategories to identify the resources utilized for the care of personsliving in poverty and community benefit programs:- Traditional charity care includes the cost of services provided topersons who cannot afford health care because of inadequate resourcesand/or who are uninsured or underinsured.- Unpaid cost of public programs, excluding Medicare, represents theunpaid cost of services provided to persons covered by public programs forthe persons living in poverty and other vulnerable persons.- Cost of other programs for persons living in poverty and othervulnerable persons includes unreimbursed costs of programs intentionallydesigned to serve the persons living in poverty and other vulnerablepersons of the community, including substance abusers, the homeless,victims of child abuse, and persons with acquired immune deficiencysyndrome.- Community benefit consists of the unreimbursed costs of communitybenefit programs and services for the general community, not solely forthe poor, including health promotion and education, health clinics andscreenings, and medical research.Discounts are provided to all uninsured patients, including those with themeans to pay. Discounts provided to those patients who did not qualify forassistance under charity care guidelines are not included in the cost ofproviding care of persons who are poor and community benefit programs. Thecost of providing care of persons who are poor and community benefitprograms is estimated using internal cost data. |
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) | 103500 | General Support |
| Greater Kalamazoo United Way | |||||||
| 709 South Westnedge | Kalamazoo | MI | 49007 | 381359193 | Section 501(c)(3) | 95000 | General Support |
| Hospital Hospitality House of Kalamazoo Inc | |||||||
| 527 W South Street | Kalamazoo | MI | 49007 | 382540700 | Section 501(c)(3) | 29000 | General Support |
| Kalamazoo Regional Chamber of Commerce | |||||||
| 346 West Michigan | Kalamazoo | MI | 49007 | 380703370 | Section 501(c)(3) | 5720 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | 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 |
| Club Dues Or Fees | X | ClubDuesOrFees |
| 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 | 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 | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paul A Spaude Sch O | |||||||||||||
| 483491 | 0 | 285103 | 0 | 111384 | 0 | 72877 | 0 | 16781 | 0 | 969636 | 0 | 0 | 0 |
| Richard Felbinger Sch O | |||||||||||||
| 289969 | 0 | 42763 | 0 | 33577 | 0 | 99397 | 0 | 26200 | 0 | 491906 | 0 | 0 | 0 |
| J Patrick Dyson Sch O | |||||||||||||
| 337459 | 0 | 239652 | 0 | 29934 | 0 | 99835 | 0 | 13183 | 0 | 720063 | 0 | 0 | 0 |
| Shahin Motakef | |||||||||||||
| 217999 | 0 | 46027 | 0 | 25546 | 0 | 22386 | 0 | 14363 | 0 | 326321 | 0 | 0 | 0 |
| Joy Strand Sch O | |||||||||||||
| 170425 | 0 | 0 | 0 | 2359 | 0 | 50916 | 0 | 27122 | 0 | 250822 | 0 | 0 | 0 |
| Anthony F Olivia Sch O | |||||||||||||
| 272825 | 0 | 45000 | 0 | 31763 | 0 | 0 | 0 | 11598 | 0 | 361186 | 0 | 0 | 0 |
| David Martin MD | |||||||||||||
| 830571 | 0 | 47500 | 0 | 4386 | 0 | 0 | 0 | 24827 | 0 | 907284 | 0 | 0 | 0 |
| William Lapenna MD | |||||||||||||
| 535545 | 0 | 334225 | 0 | 3849 | 0 | 0 | 0 | 24827 | 0 | 898446 | 0 | 0 | 0 |
| Vishal Gupta MD | |||||||||||||
| 528198 | 0 | 314790 | 0 | 18336 | 0 | 0 | 0 | 18632 | 0 | 879956 | 0 | 0 | 0 |
| Thomas Ryan MD | |||||||||||||
| 629972 | 0 | 207851 | 0 | 28287 | 0 | 0 | 0 | 24827 | 0 | 890937 | 0 | 0 | 0 |
| Stephen Peck MD | |||||||||||||
| 496138 | 0 | 356800 | 0 | 5544 | 0 | 0 | 0 | 18851 | 0 | 877333 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. A social club fee of $10 is paid to an officer and it is included in the officer's W-2 . |
| 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. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executives is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. Neither contributions to nor distributions from the supplemental nonqualified retirement plan were made in the current year. |
| Part I, Line 6 | An incentive bonus was paid based on the company hitting our net Income budget target for Borgess Health. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 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 conflicts 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 at other hospitals 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 at other organizations' employees 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: | Officers and Key Employees of Borgess Medical Center provide services to Borgess Health Alliance, Inc. and its subsidiaries. Hours worked are not tracked on an entity by entity basis. Therefore, where noted with a "(Sch O)" reference, officers' and key employees' hours reported on Form 990, Part VII, Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees represent aggregate hours worked per week for all entities. | Explanation of Hours for Officers and Key Employees |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -6,344,172. Book/Tax Difference on Sale of Buildings 853,572. Transfer to Ascension Health -469,453. Deferred Pension Costs -19,776,708. Transfers to Affiliates -2,219,024. Restricted Donations used for Capital 2,175,029. Book/Tax difference on Restricted Contributions -2,175,029. Total to Form 990, Part XI, Line 5: -27,955,785. | Changes in Net Assets or Fund Balances: |
| Form 990, Part III, Line 4: | 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 Poor Borgess Medical Center provides a substantial portion of its services to the elderly and poor. During the fiscal year ending June 30, 2012, approximately 50.1% of the value of services rendered were to elderly patients under the Medicare program, and approximately 12.9% 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, 2012 the estimated unreimbursed cost of services provided to the elderly, uninsured, and underinsured totaled $35.1 million. Patient Services In 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 Health Some 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, 2012, our Medical Center treated adults and children in the community for a total of 90,666 patient days of service. The Medical Center also provided services for 554,282 outpatient visits, including 6,312 outpatient surgeries, and 65,971 emergency and minor care visits. Community Outreach activities Borgess 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 Promotion Borgess 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 Issues Borgess 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 and health 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 Fair 2. Cover the Uninsured Week health screenings 3. Senior Expo 4. Women's Festival 5. Kalamazoo County Health Fair In 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 Research Borgess 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 Education Borgess 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. | Community Benefit Report: |
| Summary Borgess 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. |
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 | -53749 | ShareOfTotalIncome |
| Share Of EOY Assets | 963506 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 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 (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Borgess Ambulatory Care Corporation | ||
| P | 31108962 | FMV |
| Borgess Ambulatory Care Corporation | ||
| O | 30953290 | FMV |
| Borgess Foundation | ||
| P | 2175029 | FMV |
| Borgess Health Alliance Inc | ||
| O | 2231038 | FMV |
| Borgess Health Alliance Inc | ||
| R | 3901213 | FMV |
| Borgess Health Alliance Inc | ||
| B | 1670175 | FMV |
| Borgess Nursing Home | ||
| R | 1361545 | FMV |
| Borgess Nursing Home | ||
| P | 1380207 | FMV |
| Ascension Health | ||
| Q | 4295511 | FMV |
| Visiting Nurses & Hospice Services of SW MI | ||
| P | 3480183 | FMV |
| Lee Memorial Hospital Corporation | ||
| R | 10693900 | FMV |
| Lee Memorial Hospital Corporation | ||
| O | 13456289 | FMV |
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