MICHIGAN HEALTH AND HOSPITAL ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MICHIGAN HEALTH AND HOSPITAL ASSOCIATION (EIN 38-1458751)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349303084
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:31:26-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 381458751 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN HEALTH & HOSPITAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 5173233443 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6215 W ST JOSEPH HIGHWAY | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SPENCER JOHNSON | Name |
| Title | PRESIDENT | Title |
| Phone | 5173233443 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SPENCER JOHNSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6215 W ST JOSEPH HIGHWAY | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16283308 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MHA.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE THE INTERESTS OF THE HEALTH CARE INDUSTRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 58 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 10510 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 85 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13650871 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14244284 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 509652 | InvestmentIncomePriorYear |
| Investment Income Current Year | 522035 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 163250 | OtherRevenuePriorYear |
| Other Revenue Current Year | 194500 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14323773 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14960819 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 300000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8379869 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8485050 | 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 | 5063359 | OtherExpensePriorYear |
| Other Expenses Current Year | 5253202 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13443228 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14038252 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 880545 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 922567 | RevenuesLessExpensesCY |
| Total Assets BOY | 17626853 | TotalAssetsBOY |
| Total Assets EOY | 17966927 | TotalAssetsEOY |
| Total Liabilities BOY | 6848984 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6263649 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10777869 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11703278 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE THE INTERESTS OF THE HEALTH CARE INDUSTRY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ASSOCIATION PROMOTES THE INTERESTS OF THE HEALTHCARE INDUSTRY FOR ITS MEMBERS, WHICH CONSIST OF HEALTHCARE PROVIDERS THROUGHOUT THE STATE OF MICHIGAN. IN ADDITION, THE ASSOCIATION HAS FOUR DESIGNATED FUNDS: THE MICHIGAN HOSPITAL ASSOCIATION PUBLIC POLICY INITIATIVE FUND, WHICH IS PRIMARILY FOCUSED ON HEALTHCARE REFORM AND RELATED POLICY ISSUES; MHA COLLABORATIVE HOSPITAL ASSISTANCE PROGRAM (CHAP), WHICH INVOLVES THE VOLUNTARY CONTRIBUTION BY HOSPITALS OF FUNDS WHICH ARE REDISTRIBUTED TO HOSPITALS AS A RESULT OF THE MEDICAID QUALITY ASSURANCE ASSESSMENT PROGRAM (QAAP); AND HEALTHCARE COUNCIL OF MID MICHIGAN AND NORTH CENTRAL DISTRICT HOSPITAL COUNCIL, WHICH BOTH ASSIST AND EDUCATE CONSTITUENTS AND COMMUNITIES IN THE PROVISION AND IMPROVEMENT OF HEALTH CARE IN THE GREATER FLINT/LANSING AREA AND ALL THE NORTHERN MICHIGAN VICINITY | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | 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 | 1 | 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 | 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 | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 58 | 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 | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY HENRIKSEN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5173233443 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6215 W ST JOSEPH HWY | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM JACKSON | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DENNIS SWAN | |||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| DOUGLAS STRONG | |||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| THOMAS DEFAUW | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| EDWARD BRUFF | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT CASALOU | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN CONNOLLY | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL DUGGAN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL FALATKO | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| SHARON FLEWELLING | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| LOREN HAMEL MD | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL LACASSE DO | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY LANE | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| SHERYL LEWIS BLAKE | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA MARYLAND DRPH | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| GENE MICHALSKI | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| A GARY MULLER | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| RODNEY NELSON | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| EDWIN NESS | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| ANNETTE PHILLIPS | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE RIEMER-MATUZAK | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT RINEY | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW VAN VRANKEN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MARK VIPPERMAN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| SPENCER JOHNSON | |||||||
| PRESIDENT | 40.00 | X | X | 791702 | 0 | 320193 | |
| DAVID SEAMAN | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 394568 | 0 | 111105 | X | ||
| BRIAN PETERS | |||||||
| EXECUTIVE VP, OPERATIONS | 40.00 | 323284 | 0 | 98372 | X | ||
| GARY HENRIKSEN | |||||||
| CFO | 40.00 | 256704 | 0 | 76967 | X | ||
| PETER SCHONFELD | |||||||
| SENIOR VP, POLICY & DATA SERVICES | 40.00 | 301342 | 0 | 99036 | X | ||
| DAVID FINKBEINER | |||||||
| SENIOR VP | 40.00 | 273899 | 0 | 98755 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2341499 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 804428 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARTIN WAYMIRE ADVOCACY & COMM | |||||
| 426 W OTTAWA | LANSING | MI | 48933 | PROFESSIONAL | 303187 |
| MICHIGAN ASSOCIATION OF HEALTH PLANS | |||||
| 327 SEYMOUR AVE | LANSING | MI | 48933 | PROFESSIONAL | 180000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | 7300417 | 7300417 |
| SERVICE FEES | 561499 | 3605661 | 3605661 |
| MANAGEMENT FEES | 561000 | 1973412 | 1973412 |
| ADMINISTRATIVE FEES | 900099 | 411307 | 411307 |
| CONSULTING FEES | 900099 | 236019 | 236019 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 717468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 706958 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10510 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14244284 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 534053 | TotalRevenueColumn |
| Exclusion | $534,053 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1310471 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1322489 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12018 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12018 | TotalRevenueColumn |
| Exclusion | -$12,018 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPONSORSHIP | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 194500 | TotalRevenueColumn |
| Exclusion | $194,500 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 194500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14960819 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14233774 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10510 | UnrelatedBusinessRevenue |
| Exclusion | $716,535 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300000 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1226550 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4928708 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1238663 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 757495 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333634 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139605 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29435 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43592 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1806767 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476168 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 532315 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852783 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260820 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59626 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| UNRELATED BUSINESS INCO | 3821 |
| MCHAP PROGRAM IMPLEMENT | 847213 |
| DUES AND SUBSCRIPTIONS | 117382 |
| BANK FEES | 40370 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43305 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14038252 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 780468 | BOY |
| EOY | 148064 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4953561 | BOY |
| EOY | 7629256 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2733721 | BOY |
| EOY | 657693 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 694277 | BOY |
| EOY | 851288 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50334 | BOY |
| EOY | 685818 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3792010 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3016306 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1019280 | BOY |
| EOY | 775704 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7395212 | BOY |
| EOY | 7219104 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17626853 | BOY |
| EOY | 17966927 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5784188 | BOY |
| EOY | 5437520 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1007198 | BOY |
| EOY | 780038 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57598 | BOY |
| EOY | 46091 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6848984 | BOY |
| EOY | 6263649 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10777869 | BOY |
| EOY | 11703278 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10777869 | BOY |
| EOY | 11703278 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17626853 | BOY |
| EOY | 17966927 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 922567 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2842 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 1 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3792010 | OtherCostOrOtherBasis |
| Depreciation | 3016306 | Depreciation |
| Book Value | 775704 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 775704 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 210749 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LONG TERM INVESTMENTS | Description |
| Book Value | 7008355 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7219104 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNEARNED INCOME | $10,994 |
| TRADE PAYABLES TO RELATED PARTIES | $35,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 46091 | TotalOfAmounts |
| Total Revenue | 14960819 | TotalRevenue |
| Total Expenses | 14038252 | TotalExpenses |
| Excess Or Deficit For Year | 922567 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2842 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2842 | TotalAdjustments |
| Excess Or Deficit Per FS | 925409 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATIONS AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATIONS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATIONS, AND HAS CONCLUDED THAT AS OF JUNE 30, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHA HEALTH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6215 WEST ST JOSEPH HIGHWAY | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 386091188 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 300000 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
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 ORGANIZATION MAKES A CONTRIBUTION TO A RELATED ORGANIZATION WITH A SIMILAR MISSION FOR THE GENERAL SUPPORT OF THE ORGANIZATION. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THE ORGANIZATION TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPENCER JOHNSON | |||||||||||||
| 592946 | 0 | 161956 | 0 | 36800 | 0 | 285871 | 0 | 34322 | 0 | 1111895 | 0 | 0 | 0 |
| DAVID SEAMAN | |||||||||||||
| 314568 | 0 | 65000 | 0 | 15000 | 0 | 76971 | 0 | 34134 | 0 | 505673 | 0 | 0 | 0 |
| BRIAN PETERS | |||||||||||||
| 268284 | 0 | 45000 | 0 | 10000 | 0 | 69129 | 0 | 29243 | 0 | 421656 | 0 | 0 | 0 |
| GARY HENRIKSEN | |||||||||||||
| 221704 | 0 | 35000 | 0 | 0 | 0 | 69396 | 0 | 7571 | 0 | 333671 | 0 | 0 | 0 |
| PETER SCHONFELD | |||||||||||||
| 228842 | 0 | 72500 | 0 | 0 | 0 | 67672 | 0 | 31364 | 0 | 400378 | 0 | 0 | 0 |
| DAVID FINKBEINER | |||||||||||||
| 191399 | 0 | 72500 | 0 | 10000 | 0 | 68257 | 0 | 30498 | 0 | 372654 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL USED BY BOARD MEMBERS FOR BUSINESS ONLY AND NOT TAXED AS COMPENSATION. DISCRETIONARY SPENDING ACCOUNTS USED FOR SELECT INDIVIDUALS AND TAXED AS COMPENSATION. BUSINESS CLUBS FOR EXECUTIVE STAFF AND NOT TAXED AS COMPENSATION. |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SPENCER JOHNSON DAVID SEAMAN GARY HENRIKSEN BRIAN PETERS DAVID FINKBEINER PETER SCHONFELD THERE WERE NO PAYMENTS MADE IN THE CURRENT YEAR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS | |
| FORM 990, PART VI, SECTION A, LINE 7A | EXECUTIVE COMMITTEE CONSISTS OF MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | HOUSE OF DELEGATES APPROVES SOME DECISIONS OF GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | PREPARED BY INDEPENDENT ACCOUNTING/AUDIT FIRM, REVIEWED BY CONTROLLER, CFO, AND PRESIDENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WE REQUIRE BOARD MEMBERS TO SIGN CONFLICT OF INTEREST STATEMENTS AND VERBALLY REMIND THEM OF THAT PERIODICALLY DURING THE YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT COMPENSATION COMMITTEE RECEIVES COMPARABILITY DATA ANNUALLY AND DOCUMENTS DECISION IN WRITTEN FORM. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,842. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C EXPLANATION: | PROCESS IS THE SAME AS LAST YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MHA HEALTH FOUNDATION DBA MHA CENTER FOR HEALTH RESOURCES | ||||||||||
| 6215 WEST ST JOSEPH HIGHWAY | LANSING | MI | 48917 | 386091188 | PERFORM CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE MHA. | MI | 501(C)3 | 509(A)(3) - TYPE 1 | N/A | 0 |
| MICHIGAN HEALTH & HOSPITAL ASSOC POLITICAL ACTION COMMITTEE | ||||||||||
| 6215 WEST ST JOSEPH HIGHWAY | LANSING | MI | 48917 | 382769064 | PROMOTE GOOD HEALTH CARE FOR MICHIGAN CITIZENS | MI | 527 | N/A | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHA SERVICE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6215 WEST ST JOSEPH HIGHWAY | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382259766 | EIN |
| Primary Activity | SERVICES TO HOSPITALS | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN HEALTH & HOSPITAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -444194 | ShareOfTotalIncome |
| Share Of EOY Assets | 8648555 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MHA SERVICE CORPORATION | ||
| A | 50000 | BOOKS MAINTAINED AT FMV |
| MHA HEALTH FOUNDATION | ||
| B | 300000 | BOOKS MAINTAINED AT FMV |
| MHA HEALTH FOUNDATION | ||
| I | 20333 | BOOKS MAINTAINED AT FMV |
| MHA SERVICE CORPORATION | ||
| J | 239883 | BOOKS MAINTAINED AT FMV |
| MHA HEALTH FOUNDATION | ||
| K | 64887 | BOOKS MAINTAINED AT FMV |
| MHA SERVICE CORPORATION | ||
| K | 126570 | BOOKS MAINTAINED AT FMV |
| MHA HEALTH FOUNDATION | ||
| L | 12710 | BOOKS MAINTAINED AT FMV |
| MHA SERVICE CORPORATION | ||
| L | 22985 | BOOKS MAINTAINED AT FMV |
| MHA HEALTH FOUNDATION | ||
| N | 449141 | BOOKS MAINTAINED AT FMV |
| MHA SERVICE CORPORATION | ||
| N | 1342791 | BOOKS MAINTAINED AT FMV |
| MHA SERVICE CORPORATION | ||
| R | 300000 | BOOKS MAINTAINED AT FMV |
Comments