COREWELL HEALTH: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-3382353)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-09
- IRS object ID
- 201201309349300870
- Schema version
- 2010v3.2
- 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 | 2012-05-09T11:00:18-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 DEPOSIT DR NE SUITE 310 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383382353 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTRUM HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPEC | NameControl |
| Phone | 6167747322 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Michigan Ave NE MC 60 | AddressLine1 |
| City | Grand Rapids | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL FREED | Name |
| Title | EXECUTIVE VICE PRESIDENT & CFO | Title |
| Date Signed | 2011-11-28 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6169426440 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL P FREED | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Michigan Ave NE MC 60 | AddressLine1 |
| City | Grand Rapids | City |
| State | MI | State |
| ZIP Code | 49403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 75933363 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPECTRUMHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE BY PROVIDING ADMINISTRATIVE AND SUPPORTING SERVICES TO THE HEALTHCARE SYSTEM AFFILIATED ENTITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 488 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -5100 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -353225 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 67327945 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 74636550 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -190031 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1124526 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3521951 | OtherRevenuePriorYear |
| Other Revenue Current Year | 117280 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 70659865 | TotalRevenuePriorYear |
| Total Revenue Current Year | 75878356 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35199632 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43772292 | 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 | 49582055 | OtherExpensePriorYear |
| Other Expenses Current Year | 60745635 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 84781687 | TotalExpensesPriorYear |
| Total Expenses Current Year | 104517927 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -14121822 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -28639571 | RevenuesLessExpensesCY |
| Total Assets BOY | 841726685 | TotalAssetsBOY |
| Total Assets EOY | 840206700 | TotalAssetsEOY |
| Total Liabilities BOY | 898816518 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 825198660 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -57089833 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15008040 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 103785778 | Expense |
| Revenue | 74584000 | Revenue |
| Description | COMMON MANAGEMENT AND CENTRALIZED CONTROL OVER THE HEALTH SYSTEM ACTIVITIES CARRIED ON BY SUPPORTED ORGANIZATIONS. | Description |
| Total Program Service Expense | 103785778 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 93 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 488 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald J Knaus | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6167747771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 Wealthy St SE MC 498 | AddressLine1 |
| City | Grand Rapids | City |
| State | MI | State |
| ZIP Code | 49506 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD BREON | |||||||||
| PRESIDENT | 50 | X | X | 1118465 | 0 | 531406 | |||
| RICHARD DEVOS SR | |||||||||
| DIRECTOR | 2 | X | 0 | 0 | 0 | ||||
| RICHARD DEVOS JR | |||||||||
| DIRECTOR | 2 | X | 0 | 0 | 0 | ||||
| DAN GAYDOU | |||||||||
| TREASURER | 4 | X | X | 0 | 0 | 0 | |||
| BRIAN HARRIS | |||||||||
| DIRECTOR | 2 | X | 16000 | 0 | 0 | ||||
| EARL HOLTON | |||||||||
| VICE-CHAIR | 4 | X | X | 0 | 0 | 0 | |||
| ROBERT HOOKER | |||||||||
| DIRECTOR | 2 | X | 12000 | 0 | 0 | ||||
| REX KILLIAN | |||||||||
| DIRECTOR | 2 | X | 5750 | 0 | 0 | ||||
| BIRGIT KLOHS | |||||||||
| DIRECTOR | 2 | X | 11000 | 0 | 0 | ||||
| MARK MURRAY | |||||||||
| PART-YEAR DIRECTOR | 2 | X | 0 | 0 | 0 | ||||
| ELIZABETH NICKELS | |||||||||
| DIRECTOR | 2 | X | 13750 | 0 | 0 | ||||
| TIMOTHY O'DONOVAN | |||||||||
| DIRECTOR | 4 | X | 0 | 0 | 0 | ||||
| STEPHEN RECHNER MD | |||||||||
| DIRECTOR | 2 | X | 12500 | 0 | 0 | ||||
| ROBERT VAN TUINEN MD | |||||||||
| DIRECTOR | 2 | X | 12500 | 0 | 0 | ||||
| MICHAEL FREED | |||||||||
| EXEC VICE PRESIDENT/CFO | 50 | X | 589579 | 0 | 229488 | ||||
| DAVID LEONARD | |||||||||
| SECRETARY | 50 | X | 393775 | 0 | 158191 | ||||
| PATRICK OHARE | |||||||||
| KEY EMPLOYEE | 50 | 379986 | 0 | 152776 | X | ||||
| RONALD KNAUS | |||||||||
| KEY EMPLOYEE | 50 | 275916 | 0 | 146547 | X | ||||
| JOHN MACKEIGAN | |||||||||
| EXEC VICE PRESIDENT/CMO | 50 | 621870 | 0 | 170419 | X | ||||
| JOHN BYRNES | |||||||||
| EXEC VICE PRESIDENT/CHIEF STRATEGY OFFICER | 50 | 412265 | 0 | 177690 | X | ||||
| JOHN MOSLEY | |||||||||
| SR. VICE PRESIDENT | 50 | 401577 | 0 | 161377 | X | ||||
| DANIEL OGLESBY | |||||||||
| VICE PRESIDENT, TIS SH DELIVERY SYSTEM | 50 | 366946 | 0 | 140261 | X | ||||
| MICHAEL ROSENCRANCE | |||||||||
| SR. VICE PRESIDENT | 50 | 271725 | 0 | 118426 | X | ||||
| LOWELL BURSCH | |||||||||
| FORMER HC | 0 | 426629 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5342233 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1986581 | TotalOtherCompensation |
| Number Individuals GT100 K | 57 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SOFTWARE INFORMATION SYS LL | |||||
| PO BOX 890500 | CHARLOTTE | NC | 282890500 | IT CONSULTING | 2163961 |
| BEACON PARTNERS INC | |||||
| 97 LIBBEY PARKWAY SUITE 310 | WEYMOUTH | MA | 02189 | TEMPORARY STAFFING SERVICES | 933146 |
| IMPACT ADVISORS | |||||
| 931 W 75TH STREET SUITE 137-304 | NAPERVILLE | IL | 60565 | CONSULTING | 768928 |
| SENTILLION INC | |||||
| PO BOX 673894 | DETROIT | MI | 482673894 | IT CONSULTING | 562888 |
| DATA STRATEGY | |||||
| 4020 E BELTLINE NE SUITE 201 | GRAND RAPIDS | MI | 49525 | IT CONSULTING | 389550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 22 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE REVENUE | 561000 | 74401783 | 74401783 |
| SHARED SERVICES REVENUE | 561000 | 197856 | 197856 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36911 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1118 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5100 | UnrelatedBusinessRevenue |
| Exclusion | $40,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 74636550 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1141283 | TotalRevenueColumn |
| Exclusion | $1,141,283 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 38250 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 55007 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | -16757 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16757 | TotalRevenueColumn |
| Related Or Exempt Function Income | -16757 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 117280 | TotalRevenueColumn |
| Exclusion | $117,280 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 117280 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75878356 | TotalRevenueColumn |
| Related Or Exempt Function Income | 74584000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5100 | UnrelatedBusinessRevenue |
| Exclusion | $1,299,456 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2841221 | Total |
| Program Services | 2835821 | ProgramServices |
| Management And General | 5400 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426629 | Total |
| Program Services | 425818 | ProgramServices |
| Management And General | 811 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30804465 | Total |
| Program Services | 30745916 | ProgramServices |
| Management And General | 58549 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1397987 | Total |
| Program Services | 1397987 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5566981 | Total |
| Program Services | 5547497 | ProgramServices |
| Management And General | 19484 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2735009 | Total |
| Program Services | 2735009 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853858 | Total |
| Program Services | 293471 | ProgramServices |
| Management And General | 560387 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222124 | Total |
| Program Services | 222124 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4951924 | Total |
| Program Services | 4918738 | ProgramServices |
| Management And General | 33186 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 876213 | Total |
| Program Services | 876213 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3290759 | Total |
| Program Services | 3290524 | ProgramServices |
| Management And General | 235 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11567001 | Total |
| Program Services | 11567001 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4358980 | Total |
| Program Services | 4358980 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875519 | Total |
| Program Services | 875169 | ProgramServices |
| Management And General | 350 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101370 | Total |
| Program Services | 101370 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151020 | Total |
| Program Services | 151020 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6554374 | Total |
| Program Services | 6551752 | ProgramServices |
| Management And General | 2622 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2203887 | Total |
| Program Services | 2203887 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ADJUSTMENT TO INVESTMENT IN SUBSIDIARIES | 23424266 | 23424266 | |
| MISCELLANEOUS | 1314340 | 1263215 | 51125 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104517927 | Total |
| Program Services | 103785778 | ProgramServices |
| Management And General | 732149 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7870520 | BOY |
| EOY | 19245432 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295399 | BOY |
| EOY | 179940 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44539572 | BOY |
| EOY | 45189196 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4658547 | BOY |
| EOY | 6775451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7148414 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2105886 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24507728 | BOY |
| EOY | 5042528 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633271884 | BOY |
| EOY | 667656484 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66777787 | BOY |
| EOY | 55498487 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59805248 | BOY |
| EOY | 40619182 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841726685 | BOY |
| EOY | 840206700 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20282973 | BOY |
| EOY | 25051991 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48500000 | BOY |
| EOY | 12500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 830033545 | BOY |
| EOY | 787646669 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898816518 | BOY |
| EOY | 825198660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -57089833 | BOY |
| EOY | 15008040 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -57089833 | BOY |
| EOY | 15008040 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841726685 | BOY |
| EOY | 840206700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -28639571 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 100737444 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (7 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| SPECTRUM HEALTH HOSPITALS | |||||
| 381360529 | 3 | true | true | true | $54,483,019 |
| NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION | |||||
| 381359517 | 3 | true | true | true | $600 |
| REED CITY HOSPITAL CORPORATION | |||||
| 382770076 | 3 | true | true | true | $276,000 |
| SPECTRUM HEALTH FOUNDATION | |||||
| 382752328 | 7 | true | true | true | $12,000 |
| SPECTRUM HEALTH PRIMARY CARE PARTNERS | |||||
| 381358164 | 3 | true | true | true | $12,012,336 |
| SPECTRUM HEALTH UNITED | |||||
| 381358412 | 3 | true | true | true | $345,127 |
| ZEELAND COMMUNITY HOSPITAL | |||||
| 381411184 | 3 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 7 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 67129082 | SumOfAmounts |
| General Explanation | PART IV, SUPPLEMENTAL INFORMATION., FORM 990, SCHEDULE A, SPECTRUM HEALTH SYSTEM IS THE PARENT ORGANIZATION AND SUPPORTING ORGANIZATION TO THE HEALTH SYSTEM. THE PURPOSES OF THIS ORGANIZATION, AS DEFINED IN THE ARTICLES OF INCORPORATION, ARE AS FOLLOWS: PURPOSES 2.1. THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT ALL OF THE PURPOSES OF SPECTRUM HEALTH HOSPITALS, NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION, REED CITY HOSPITAL CORPORATION, SPECTRUM HEALTH FOUNDATION, SPECTRUM HEALTH PRIMARY CARE PARTNERS, SPECTRUM HEALTH UNITED, AND ZEELAND COMMUNITY HOSPITAL (THE "SUPPORTED ORGANIZATIONS") ALL OF WHICH ARE DESCRIBED IN SECTION 501(C)(3) AND EITHER SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED OR COMPARABLE PROVISIONS OF SUBSEQUENT LEGISLATION (THE "CODE"). SUBJECT TO AND IN FURTHERANCE OF THE FOREGOING, THE PURPOSES OF THE CORPORATION SHALL BE: 2.1.1. TO FORMULATE AND IMPLEMENT POLICIES AND PROGRAMS DESIGNED TO ENABLE AND/OR CAUSE THE SUPPORTED ORGANIZATIONS TO FUNCTION AS A COORDINATED HEALTH CARE DELIVERY SYSTEM , TO PROVIDE DIRECTION AND MANAGEMENT TO THE SUPPORTED ORGANIZATIONS, AND TO ACT AND/OR MAKE DECISIONS FOR THE BENEFIT OF SUCH SUPPORTED ORGANIZATIONS. 2.1.2. TO ESTABLISH AND MAINTAIN, EITHER DIRECTLY, THROUGH SUPPORTED ORGANIZATIONS OR IN COOPERATION WITH OTHER ORGANIZATIONS, SUCH FACILITIES AND SERVICES FOR THE CARE OF PERSONS SUFFERING FROM ILLNESS, INJURY OR DISABILITY, THE ELDERLY AND THE INDIGENT AND FOR THE PRESERVATION AND IMPROVEMENT OF HEALTH AS THE BOARD OF DIRECTORS MAY DETERMINE, INCLUDING, WITHOUT LIMITATION: 2.1.2.1. HOSPITALS FOR THE INPATIENT OR OUTPATIENT CARE OF PERSONS SUFFERING FROM ILLNESS, INJURY AND DISABILITY, FOR THE PREVENTION OF ILLNESS, INJURY AND DISABILITY AND FOR THE MAINTENANCE OF HEALTH. 2.1.2.2. FACILITIES PROVIDING AMBULATORY CARE, NURSING CARE, REHABILITATION AND OTHER SERVICES. 2.1.2.3. CLINICS THROUGH WHICH PHYSICIANS AND OTHER PROVIDERS RENDER PROFESSIONAL MEDICAL SERVICES. 2.1.2.4. OTHER ACTIVITIES AND PROGRAMS DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. 2.1.3. TO PROMOTE AND CARRY ON SUCH SCIENTIFIC RESEARCH AS THE BOARD OF DIRECTORS MAY DETERMINE WITH RESPECT TO THE CAUSE, TREATMENT AND PREVENTION OF ILLNESS AND INJURY, THE IMPROVEMENT OF PUBLIC HEALTH AND OTHER MATTERS. 2.1.4. TO PARTICIPATE IN AND TO CARRY ON SUCH ACTIVITIES AS THE BOARD OF DIRECTORS MAY DETERMINE FOR THE EDUCATION OF PHYSICIANS, NURSES, OTHER PROFESSIONAL AND PARAPROFESSIONAL PERSONNEL AND THE PUBLIC ABOUT RENDERING CARE TO THE SICK, INJURED AND DISABLED, ABOUT PREVENTION OF ILLNESS AND INJURY AND ABOUT THE PROMOTION OF HEALTH. 2.1.5. TO CONDUCT ACTIVITIES, EITHER DIRECTLY, THROUGH RELATED ORGANIZATIONS OR IN COOPERATION WITH ORGANIZATIONS EXEMPT FROM TAX UNDER SECTION 501 (C)(3) OF THE CODE OR COMPARABLE PROVISIONS OF SUBSEQUENT LEGISLATION IN ORDER TO RAISE FUNDS TO FURTHER THE PURPOSES OF THE CORPORATION, SUBJECT, HOWEVER, TO ALL LIMITATIONS ON THE NATURE OR EXTENT OF SUCH ACTIVITIES APPLICABLE, FROM TIME TO TIME, TO ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE CODE. 2.1.6. TO ACQUIRE, TO OWN, TO DISPOSE OF AND TO DEAL WITH REAL AND PERSONAL PROPERTY AND INTERESTS THEREIN AND TO APPLY GIFTS, GRANTS, BEQUESTS AND DEVISES AND THE PROCEEDS THEREOF IN FURTHERANCE OF THE PURPOSES OF THE CORPORATION. 2.1.7. TO DEAL WITH AND DISTRIBUTE THE CORPORATION'S INCOME AND ASSETS IN SUCH MANNER AS IN THE JUDGMENT OF THE BOARD OF DIRECTORS WILL BEST PROMOTE ITS OBJECTIVES AND PURPOSES, WITHOUT LIMITATION EXCEPT SUCH, IF ANY, AS MAY BE CONTAINED IN INSTRUMENTS UNDER WHICH SUCH PROPERTY IS CONVEYED TO THE CORPORATION. 2.1.8. TO DO SUCH THINGS AND TO PERFORM SUCH ACTS TO ACCOMPLISH ITS PURPOSES AS ARE PERMITTED BY SECTIONS 501(C)(3) AND 509(A)(3) OF THE CODE, WITH ALL THE POWERS CONFERRED ON NONPROFIT CORPORATIONS BY THE LAWS OF THE STATE OF MICHIGAN. THE AMOUNTS REPORTED IN SCHEDULE A, PART I, LINE 11H, COLUMN (VII) RELATE TO EXPENSES INCURRED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ENTITIES (REIMBURSED IN WHOLE OR IN PART THROUGH MANAGEMENT FEES)., | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $52,534 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $292,258 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 344792 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of other lobbying activities | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | SPECTRUM HEALTH SYSTEM EMPLOYED AS PAID MANAGEMENT A GENERAL COUNSEL AND DIRECTOR OF GOVERNMENT AFFAIRS, WHO ARE CHIEFLY RESPONSIBLE FOR GOVERNMENT AFFAIRS ACTIVITIES. ADDITIONALLY THE TAXPAYER EMPLOYED A SENIOR VICE PRESIDENT, COMMUNITY RELATIONS TO OVERSEE THESE TWO ROLES. OTHER EXECUTIVE STAFF WERE ENGAGED ON A VERY LIMITED BASIS FOR LOBBYING PURPOSES. SPECTRUM HEALTH SYSTEM RETAINED FEDERAL AND STATE LEVEL MULTI-CLIENT LOBBY FIRMS. THE FUNCTION OF THEIR RESPECTIVE DUTIES INVOLVED DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY ON NUMEROUS LEGISLATIVE AND REGULATORY ISSUES OF INTEREST TO THE TAXPAYER. THIS AMOUNT IS REPORTED IN LINE 1I, "OTHER ACTIVITIES." DIRECT CONTACT WITH QUALIFYING INDIVIDUALS INCLUDED SENDING LETTERS, PUBLICATIONS, MAKING PHONE CALLS OR MEETING WITH GOVERNMENT OFFICIALS, THEIR STAFF OR LEGISLATORS. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 122675 | OtherCostOrOtherBasis |
| Depreciation | 30926 | Depreciation |
| Book Value | 91749 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1370992 | OtherCostOrOtherBasis |
| Depreciation | 14013 | Depreciation |
| Book Value | 1356979 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5654747 | OtherCostOrOtherBasis |
| Depreciation | 2060947 | Depreciation |
| Book Value | 3593800 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5042528 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN AFFILIATES | 45316334 | C |
| MI PROFESSIONAL INSURANCE EXCHANGE | 9093599 | C |
| INVESTMENT IN MVP FITNESS | 1088554 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 55498487 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $668,833,594 |
| SWAP MARKET VALUE | $67,521,266 |
| INSURANCE | $33,900,557 |
| OTHER LIABILITIES | $17,391,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 787646669 | TotalOfAmounts |
| Total Revenue | 75878356 | TotalRevenue |
| Total Expenses | 104517927 | TotalExpenses |
| Excess Or Deficit For Year | -28639571 | ExcessOrDeficitForYear |
| Other | $0 | OtherAmount |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -28639571 | ExcessOrDeficitPerFS |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 0 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 0 | TotalRevenuePerForm990 |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 0 | ExpensesSubtotal |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 0 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD BREON | |||||||||||||
| 951782 | 0 | 137608 | 0 | 29075 | 0 | 362394 | 0 | 169012 | 0 | 1649871 | 0 | 0 | 0 |
| MICHAEL FREED | |||||||||||||
| 514864 | 0 | 60383 | 0 | 14332 | 0 | 160873 | 0 | 68615 | 0 | 819067 | 0 | 0 | 0 |
| DAVID LEONARD | |||||||||||||
| 339564 | 0 | 40693 | 0 | 13518 | 0 | 96628 | 0 | 61563 | 0 | 551966 | 0 | 0 | 0 |
| PATRICK OHARE | |||||||||||||
| 326569 | 0 | 40144 | 0 | 13273 | 0 | 98373 | 0 | 54403 | 0 | 532762 | 0 | 0 | 0 |
| RONALD KNAUS | |||||||||||||
| 247212 | 0 | 25002 | 0 | 3702 | 0 | 92370 | 0 | 54177 | 0 | 422463 | 0 | 0 | 0 |
| JOHN MACKEIGAN | |||||||||||||
| 464453 | 0 | 137550 | 0 | 19867 | 0 | 94628 | 0 | 75791 | 0 | 792289 | 0 | 80048 | 0 |
| JOHN BYRNES | |||||||||||||
| 351987 | 0 | 44307 | 0 | 15971 | 0 | 115666 | 0 | 62024 | 0 | 589955 | 0 | 0 | 0 |
| JOHN MOSLEY | |||||||||||||
| 343969 | 0 | 41645 | 0 | 15963 | 0 | 109037 | 0 | 52340 | 0 | 562954 | 0 | 0 | 0 |
| DANIEL OGLESBY | |||||||||||||
| 293283 | 0 | 63104 | 0 | 10559 | 0 | 87147 | 0 | 53114 | 0 | 507207 | 0 | 26844 | 0 |
| MICHAEL ROSENCRANCE | |||||||||||||
| 244531 | 0 | 24501 | 0 | 2693 | 0 | 69222 | 0 | 49204 | 0 | 390151 | 0 | 0 | 0 |
| LOWELL BURSCH | |||||||||||||
| 0 | 0 | 0 | 0 | 426629 | 0 | 0 | 0 | 0 | 0 | 426629 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| First-class or charter travel | Schedule J, Part I, Line 1a | THE TAXPAYER PROVIDED FIRST-CLASS TRAVEL FOR CERTAIN KEY EXECUTIVE EMPLOYEES. IN CERTAIN LIMITED SITUATIONS WHEN COMMERCIAL AIR TRAVEL WAS NOT AVAILABLE FOR A DESTINATION OR NOT EFFICIENT DUE TO SCHEDULES AND/OR CONNECTIONS, CHARTER AIR TRAVEL WAS UTILIZED BY CERTAIN KEY EXECUTIVE EMPLOYEES. |
| Travel for companions | Schedule J, Part I, Line 1a | THE TAXPAYER PROVIDED COMPANION TRAVEL FOR CERTAIN EXECUTIVE EMPLOYEES. THE RELATED AMOUNTS WERE TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE AND INCLUDED IN FORM W-2. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | THE TAXPAYER PROVIDED HEALTH CLUB DUES FOR CERTAIN EXECUTIVE EMPLOYEES. THESE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION AND INCLUDED IN FORM W-2. |
| Severance or change-of-control payment | Schedule J, Part I, Line 4a | LOWELL BURSCH $426,629 |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | JOHN MACKEIGAN 80,048 DANIEL OGLESBY 26,844 THIS QUESTION IS ANSWERED "YES" BECAUSE CERTAIN INDIVIDUALS, WHOSE SALARY AND BENEFITS ARE PAID BY THE REPORTING ORGANIZATION OR A RELATED ORGANIZATION, DO "PARTICIPATE IN" A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SOME INDIVIDUALS RECEIVED DISTRIBUTIONS DURING THE YEAR (AS REPORTED ON THIS LINE) WHEREAS OTHERS PARTICIPATED IN THE PLAN BUT DID NOT RECEIVE DISTRIBUTIONS. DISTRIBUTIONS REPORTED ON THIS LINE ARE ALSO INCLUDED IN SCHEDULE J, PART II, COLUMN F AS COMPENSATION REPORTED IN A PRIOR YEAR. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MS ALLYSON BREON | |||
| FAMILY | 59085 | SEE SCHEDULE L, PART V | false |
| MR RICHARD DEVOS SR | |||
| FAMILY ON BOD | SEE SCHEDULE L, PART V | false | |
| MR RICHARD DEVOS JR | |||
| FAMILY ON BOD | SEE SCHEDULE L, PART V | false | |
| DTE ENERGY | |||
| BUSINESS | 1118426 | SEE SCHEDULE L, PART V | false |
| MS CHERYL FREED | |||
| FAMILY | 45885 | SEE SCHEDULE L, PART V | false |
| MHEALTH INNOVATIONS INC | |||
| BUSINESS | 9129 | SEE SCHEDULE L, PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FAMILY & BUSINESS RELATIONSHIPS AND BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | Identifier |
| Return Reference | PART VI, SEC A, LINE 2 & SCH L, PART IV | ReturnReference |
| Explanation | MR. RICHARD BREON, CEO, HAS A DAUGHTER-IN-LAW WHO IS EMPLOYED BY THE TAXPAYER. MR. RICHARD DEVOS, SR. HAS A SON THAT SERVES ON THE BOARD OF DIRECTORS FOR THE TAXPAYER. MR. RICHARD DEVOS, JR. HAS A FATHER THAT SERVES ON THE BOARD OF DIRECTORS FOR THIS ORGANIZATION. MR. DAVID LEONARD, A NON-VOTING OFFICER OF TAXPAYER'S BOARD OF DIRECTORS, SERVES AS SECRETARY ON THE BOARD OF DIRECTORS FOR A TAXABLE SUBSIDIARY WHICH HAS A BUSINESS RELATIONSHIP WITH THE TAXPAYER. MR. MARK MURRAY SERVES ON THE BOARD OF DIRECTORS FOR A UTILITY COMPANY THAT PROVIDES SERVICES TO TAXPAYER AND AFFILIATES. THE AMOUNT REPORTED ON SCH L REPRESENTS AMOUNTS PAID FOR UTILITIES FROM THE TAXPAYER AND RELATED ORGANIZATIONS. MR. MICHAEL FREED, CFO, HAS A DAUGHTER WHO IS EMPLOYED BY THE TAXPAYER. MR. PATRICK O'HARE, A KEY EMPLOYEE OF THE TAXPAYER, SERVES ON THE BOARD OF DIRECTORS FOR A TAXABLE SUBSIDIARY WHICH HAS A BUSINESS RELATIONSHIP WITH THE TAXPAYER. THROUGH OUR ANNUAL CONFLICT OF INTEREST AND TAX REPORTING PROCESSES, CERTAIN INDIVIDUALS LISTED IN SCH L HAVE REPORTED THAT THEY, OR COMPANIES THEY WORK FOR, HAVE BUSINESS OR FAMILY RELATIONSHIPS WITH THE REPORTING ORGANIZATION THAT EXCEED THRESHHOLDS PROVIDED IN THE INSTRUCTIONS TO THE FORM 990. IF AN AMOUNT IS NOT LISTED IN SCH L, A STATEMENT IS PROVIDED ABOVE EXPLAINING THE NATURE OF THE TRANSACTION(S). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INDIRECT EMPLOYEES | FORM 990, PART I, LINE 5 & FORM 990, PART V, LINE 2A | TAXPAYER MAY HAVE INDIRECT EMPLOYEES. COMPENSATION FOR THESE EMPLOYEES IS PAID BY A RELATED ORGANIZATION. AN ALLOCATION OF AMOUNTS PAID FOR INDIRECT EMPLOYEES IS PURSUANT TO A MANAGEMENT SERVICES CONTRACT AND IS INCLUDED ON LINES 5-10 OF PART IX. |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | RICHARD DEVOS, SR. - FAMILY RELATIONSHIP, RICHARD DEVOS, JR. - FAMILY RELATIONSHIP |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | THE TAXPAYER'S ARTICLES OF INCORPORATION WERE RESTATED TO UPDATE THE NAMES OF ALL THE SUPPORTED TAXPAYERS. THE TAXPAYER'S BYLAWS WERE UPDATED TO RENAME THE AUDIT COMMITTEE THE AUDIT & COMPLIANCE COMMITTEE AND TO GIVE THAT COMMITTEE RESPONSIBILITY FOR COMPLIANCE AT THE TAXPAYER. THE BYLAWS WERE ALSO AMENDED TO INCLUDE THE ADDITION OF A GOVERNANCE COMMITTEE WHICH IS RESPONSIBLE FOR THE GOVERNANCE NEEDS OF THE TAXPAYER. APPROVAL LIMITS FOR THE AMOUNT OF CAPITAL EXPENDITURES OR LOANS TO UNRELATED ENTITIES WERE INCREASED FOR THE TAXPAYER'S CEO/PRESIDENT. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11a | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE REVIEW PROCESS FOR THIS FORM 990 IS AS FOLLOWS: 1. PREPARATION OF THE RETURN IS SUPERVISED AND REVIEWED BY THE ORGANIZATION'S CORPORATE TAX MANAGER. 2. A SECOND REVIEW IS PERFORMED BY AN EXTERNAL CPA FIRM WITH EXPERTISE IN TAX-EXEMPT RETURN PREPARATION. 3. THE RETURN IS REVIEWED BY THE ORGANIZATION'S FINANCE AND LEGAL DEPARTMENTS (INCLUDING THE VICE PRESIDENT OF FINANCE OR CHIEF FINANCIAL OFFICER) AND SHARED WITH THE MEMBERS OF THE BOARD OF DIRECTORS. 4. THE ORGANIZATION'S VICE PRESIDENT OF FINANCE OR CHIEF FINANCIAL OFFICER REVIEWS COMMENTS OR QUESTIONS RECEIVED BY MEMBERS OF THE BOARD OF DIRECTORS, IF ANY, TO ADDRESS OR TO INCORPORATE, AS APPROPRIATE, INTO THE RETURN PRIOR TO FILING. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | BOARD OF DIRECTORS 1.CONFLICTS OF INTEREST MUST BE DISCLOSED, BOTH VIA A DISCLOSURE FORM PROCESS AS WELL AS VERBALLY AT A BOARD MEETING PRIOR TO DISCUSSION OF ANY AGENDA ITEM WITH REGARD TO WHICH A BOARD MEMBER HAS A CONFLICT. 2.A PERSON HAVING A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT MAY MAKE A PRESENTATION AT A MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE CONSIDERING THAT TRANSACTION OR ARRANGEMENT, BUT AFTER THAT PRESENTATION HE OR SHE WILL LEAVE THE MEETING DURING DISCUSSION AND VOTING ON THAT PROPOSED TRANSACTION OR ARRANGEMENT. THE PERSON HAVING THE FINANCIAL INTEREST WILL NOT BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT. 3.THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE (INCLUDING OUTSIDE ADVISORS) TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND TO ADVISE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN TAXPAYERS'S BEST INTEREST. 4.THE BOARD OF DIRECTORS OR COMMITTEE WILL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER TAXPAYER CAN, WITH REASONABLE EFFORTS, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 5.IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS AND MEMBERS WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN TAXPAYERS'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO TAXPAYER, AND WILL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 6.THE MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS AND ALL SPECTRUM HEALTH COMMITTEES SET FORTH: A)THE NAMES OF THE PERSONS WHO DISCLOSED A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING SPECTRUM HEALTH OR ANY OF ITS SUBSIDIARIES AND THE NATURE OF THE FINANCIAL INTEREST; AND B)THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO SUCH TRANSACTION OR ARRANGEMENT, INCLUDING ANY DISCUSSION OF ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THAT MATTER. THE VOTES OF INDIVIDUAL MEMBERS NEED NOT BE RECORDED UNLESS OTHERWISE DIRECTED BY THE BOARD OF DIRECTORS OR COMMITTEE. MANAGEMENT 1. UPON ACCEPTANCE OF AN EMPLOYMENT OFFER, EACH MEMBER OF MANAGEMENT COMPLETES A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE QUESTIONNAIRE IS SENT TO THE TAXPAYER'S LEGAL DEPARTMENT AND IS ALSO MAINTAINED BY HUMAN RESOURCES IN THAT PERSON'S PERSONNEL FILE. 2. ANNUALLY, EACH MEMBER OF MANAGEMENT COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ELECTRONICALLY. THE DISCLOSURE QUESTIONNAIRE IS REVIEWED BY THE LEGAL AND ORGANIZATIONAL INTEGRITY DEPARTMENTS. 3. THERE IS AN ONGOING REQUIREMENT THAT MEMBERS OF MANAGEMENT COMPLETE ANOTHER DISCLOSURE QUESTIONNAIRE AT ANY POINT DURING HIS/HER EMPLOYMENT WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. IF A MEMBER OF MANAGEMENT COMPLETES A DISCLOSURE QUESTIONNAIRE AS A RESULT OF A NEW POTENTIAL CONFLICT OF INTEREST, THAT DISCLOSURE QUESTIONNAIRE IS SUBMITTED TO THE LEGAL AND ORGANIZATIONAL INTEGRITY DEPARTMENTS FOR REVIEW. 4. THE LEGAL AND ORGANIZATIONAL INTEGRITY DEPARTMENTS, IN CONSULTATION WITH EXECUTIVE MANAGEMENT, DETERMINE HOW ANY REPORTED CONFLICTS SHOULD BE MANAGED. MANAGEMENT OF A CONFLICT MAY TAKE A VARIETY OF DIFFERENT FORMS FROM IMPLEMENTATION OF A MANAGEMENT PLAN TO REQUIRING THAT THE MEMBER OF MANAGEMENT CEASE THE ACTIVITY CREATING THE CONFLICT OR, IN EXTREME CASES, LEAVE TAXPAYER'S EMPLOYMENT. MANAGEMENT IS DETERMINED ON AN INDIVIDUAL BASIS BASED UPON THE FACTS AND CIRCUMSTANCES SURROUNDING THE DISCLOSURE. THE PURPOSE OF CONFLICT MANAGEMENT IS TO PROVIDE TRANSPARENCY WITHIN THE TAXPAYER AND TO ENSURE THAT TAXPAYER'S EMPLOYEES ARE ALWAYS ACTING IN THE BEST INTEREST OF TAXPAYER. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | SPECTRUM HEALTH SYSTEM PROCESS FOR ESTABLISHING EXECUTIVE COMPENSATION THE SPECTRUM HEALTH BOARD OF DIRECTORS (EXECUTIVE COMMITTEE) USES THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION OF EXECUTIVES AT ALL ENTITIES: *LABOR MARKET DATA REFLECTING COMPARABLE ORGANIZATIONS AND JOBS (PREPARED BY INDEPENDENT FIRMS) ARE RELIED UPON. *COMPETITIVE ASSESSMENT REPORTS ARE PROVIDED IN ADVANCE OF EXECUTIVE COMMITTEE MEETINGS. THE COMPETITIVE ASSESSMENT REPORT IS PREPARED BY A NATIONALLY KNOWN INDEPENDENT EXECUTIVE COMPENSATION FIRM AND, FOR FY 2011 (7/1/10-6/30/11), WAS BASED ON THE FOLLOWING INDEPENDENT SURVEYS OF HEALTH CARE EXECUTIVES AT COMPARABLE HEALTH SYSTEMS: * SULLIVAN, COTTER AND ASSOCIATES, INC.: 2010 SURVEY OF MANAGER AND EXECUTIVE COMPENSATION IN HOSPITALS AND HEALTH SYSTEMS * INTEGRATED HEALTHCARE STRATEGIES: 2010 HEALTHCARE EXECUTIVE COMPENSATION SURVEY * MERCER HUMAN RESOURCES CONSULTING: 2010 INTEGRATED HEALTH NETWORKS COMPENSATION SURVEY * WATSON WYATT DATA SERVICES: 2010/2011 HOSPITAL AND HEALTHCARE MANAGEMENT COMPENSATION REPORT *THESE SOURCES ARE CONSISTENT WITH THOSE USED IN LAST YEAR'S ANALYSIS. *COMPENSATION ADJUSTMENTS ARE APPROVED BY INDEPENDENT EXECUTIVE COMMITTEE MEMBERS, CONSISTENT WITH THE SPECTRUM HEALTH COMPENSATION PHILOSOPHY DESCRIBED BELOW. *MINUTES OF COMMITTEE DISCUSSIONS AND DECISIONS ARE PREPARED TO MEMORIALIZE EXECUTIVE COMMITTEE DECISIONS BASED UPON THE ABOVE DATA. CASH COMPENSATION DATA RELIED UPON BY THE EXECUTIVE COMMITTEE ARE NATIONAL BENCHMARKS AND REFLECT THE COMPENSATION PAID TO EXECUTIVES IN COMPARABLE JOBS IN COMPARABLY-SIZED HEALTHCARE ORGANIZATIONS. SPECTRUM HEALTH RECRUITS NATIONALLY FOR ITS EXECUTIVES. BENEFIT DATA REFLECTS NATIONAL HEALTHCARE MARKET PRACTICES. GEOGRAPHIC PAY DIFFERENTIAL AND COST OF LIVING DATA INDICATE CONSISTENCY WITH NATIONAL DATA. THIS PROCESS IS INTENDED TO ASSIST SPECTRUM HEALTH IN QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INTERMEDIATE SANCTIONS REGULATIONS) AND THE SPECTRUM HEALTH POTENTIAL EXCESS BENEFIT TRANSACTION POLICY FOR THOSE INDIVIDUALS IN THE GROUP WHO ARE DISQUALIFIED PERSONS*. THE OPINION SUBMITTED FROM THE THIRD PARTY INDEPENDENT CONSULTING FIRM IS IN ACCORDANCE WITH THE PROVISIONS OF TREASURY REGULATIONS SECTION 53.4958-6(C)(2) AND IS ALSO INTENDED TO SATISFY THE PROFESSIONAL ADVICE REQUIREMENT OF TREASURY REGULATIONS SECTION 53.4958-1(D)(4)(III). |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | SEE EXPLANATION PROVIDED FOR FORM 990, PART VI, LINE 15A. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION HAVE BEEN PROVIDED TO THE STATE OF MICHIGAN AND ARE AVAILABLE TO THE PUBLIC ON THE STATE'S WEBSITE. THE ORGANIZATION'S BYLAWS AND INTERNAL POLICIES ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. THE OVERALL SYSTEM CONSOLIDATED FINANCIAL STATEMENTS ARE PROVIDED AT WWW.SPECTRUMHEALTH.ORG IN THE SECTION TITLED "ABOUT US." FINANCIAL PERFORMANCE, IS DISCUSSED AT AN ANNUAL PUBLIC MEETING AND POSTED TO WWW.SPECTRUMHEALTH.ORG ANNUALLY (UNDER THE SECTION TITLED "ABOUT US"). |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, SECTION A, LINE 6 | THE TAXPAYER IS ORGANIZED ON A NON-STOCK DIRECTORSHIP BASIS WITH NO MEMBERS. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER(S) (SEE FORM 990, PART VI, LINE 6) OF THE TAXPAYER APPOINTS ALL MEMBERS OF THE BOARD OF DIRECTORS. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PART VI, SECTION A, LINE 7B | THE TAXPAYER IS ORGANIZED ON A NON-STOCK DIRECTORSHIP BASIS WITH NO MEMBERS. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 62439252; SH HOSPITALS (EIN 38-1360529)-FUND BALANCE TRANSFER - 29614730; BAC-FUND BALANCE TRANSFER - 8683462; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| PHMB PROPERTIES LLC | |||||||||
| 1231 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | 382715520 | PROP. MGMT | MI | 179821 | 29996933 | PRIORITY HEALTH |
| MMPC REAL ESTATE LLC | |||||||||
| 4100 LAKE DR SE STE 300 | GRAND RAPIDS | MI | 49525 | 382851295 | DORMANT | MI | MICHIGAN MEDICAL PATIENT CARE | ||
| SPECTRUM HEALTH INNOVATIONS LLC | |||||||||
| 100 MICHIGAN AVE NE | GRAND RAPIDS | MI | 49503 | 272868213 | IP DEVELOP | MI | 6018 | 3146005 | SPECTRUM HEALTH SYSTEM |
Form990 Schedule R Part II Form990ScheduleRPartII (24 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SPECTRUM HEALTH SYSTEM | ||||||||||
| 100 MICHIGAN AVE NE | GRAND RAPIDS | MI | 49503 | 383382353 | MANAGEMENT | MI | 501(C)(3) | 11 - Type III - FI | NA | false |
| SPECTRUM HEALTH HOSPITALS | ||||||||||
| 100 MICHIGAN AVE NE | GRAND RAPIDS | MI | 49503 | 381360529 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH SYSTEM | true |
| SPECTRUM HEALTH PRIMARY CARE PTNRS | ||||||||||
| 100 MICHIGAN AVE NE | GRAND RAPIDS | MI | 49503 | 381358164 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH SYSTEM | true |
| WEST MICHIGAN REGIONAL LABORATORY | ||||||||||
| 1726 KNOLLCREST CIRCLE SE | GRAND RAPIDS | MI | 49546 | 383414862 | TEACH/RSCH | MI | 501(C)(3) | 9 | SPECTRUM HEALTH HOSPITALS | true |
| SPECTRUM HEALTH FOUNDATION | ||||||||||
| 100 MICHIGAN AVE NE | GRAND RAPIDS | MI | 49503 | 382752328 | PHILANTHRO | MI | 501(C)(3) | 7 | SPECTRUM HEALTH SYSTEM | true |
| SPECTRUM HEALTH CONTINUING CARE | ||||||||||
| 750 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 383242232 | REHAB/CARE | MI | 501(C)(3) | 11 - Type I | SPECTRUM HEALTH SYSTEM | true |
| SH CONTINUING CARE CENTER | ||||||||||
| 750 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 382415333 | REHAB/NRS | MI | 501(C)(3) | 9 | SPECTRUM HEALTH CONTINUING CARE | true |
| SH KENT COMMUNITY CAMPUS | ||||||||||
| 750 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 383472677 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH CONTINUING CARE | true |
| SPECTRUM HEALTH WORTH SERVICES | ||||||||||
| 750 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 382786617 | HEALTHCARE | MI | 501(C)(3) | 9 | SPECTRUM HEALTH CONTINUING CARE | true |
| VISITING NURSE SERVICES OF WEST MI | ||||||||||
| 750 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 381359195 | HEALTHCARE | MI | 501(C)(3) | 9 | SPECTRUM HEALTH CONTINUING CARE | true |
| PRIORITY HEALTH | ||||||||||
| 1231 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | 382715520 | HMO | MI | 501(C)(4) | N/A | SPECTRUM HEALTH SYSTEM | true |
| TRINITY HEALTH PLANS | ||||||||||
| 1231 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | 382663747 | HMO MGMT | MI | 501(C)(4) | N/A | PRIORITY HEALTH | true |
| PH GOVERNMENT PROGRAMS INC | ||||||||||
| 1231 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | 320016523 | HMO | MI | 501(C)(3) | 9 | PRIORITY HEALTH | true |
| SPECTRUM HEALTH UNITED | ||||||||||
| 615 S BOWER | GREENVILLE | MI | 48838 | 381358412 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH SYSTEM | true |
| SH UNITED MEMORIAL FOUNDATION | ||||||||||
| 615 S BOWER | GREENVILLE | MI | 48838 | 382990574 | PHILANTHRO | MI | 501(C)(3) | 11 - Type I | SPECTRUM HEALTH UNITED | true |
| AMBULATORY UNITED | ||||||||||
| 407 S NELSON | GREENVILLE | MI | 48838 | 383170488 | HEALTHCARE | MI | 501(C)(3) | 11 - Type I | SPECTRUM HEALTH UNITED | true |
| UNITED LIFESTYLES | ||||||||||
| 615 S BOWER | GREENVILLE | MI | 48838 | 383589727 | WELLNESS | MI | 501(C)(3) | 11 - Type I | SPECTRUM HEALTH UNITED | true |
| SPECTRUM HEALTH KELSEY | ||||||||||
| 615 S BOWER | GREENVILLE | MI | 48838 | 381297435 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH UNITED | true |
| REED CITY HOSPITAL CORPORATION | ||||||||||
| 300 N PATTERSON RD | REED CITY | MI | 49677 | 382770076 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH SYSTEM | true |
| WEST MICHIGAN IMAGING CENTER | ||||||||||
| PO BOX 1009 | JENISON | MI | 49428 | 382730326 | HEALTHCARE | MI | 501(C)(3) | 9 | SPECTRUM HEALTH HOSPITALS | true |
| NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION | ||||||||||
| 212 S SULLIVAN AVENUE | FREMONT | MI | 49412 | 381359517 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH SYSTEM | true |
| MMPC FOUNDATION | ||||||||||
| 4100 LAKE DR SE STE 300 | GRAND RAPIDS | MI | 49546 | 201099059 | PHILANTHRO | MI | 501(C)(3) | N/A | MICHIGAN MEDICAL PATIENT CARE | true |
| KENT COMMUNITY HEALTH FOUNDATION | ||||||||||
| 750 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 383607110 | PHILANTHRO | MI | 501(C)(3) | 11 - Type III - FI | SPECTRUM HEALTH KENT COMMUNITY CAMPUS | true |
| ZEELAND COMMUNITY HOSPITAL | ||||||||||
| 100 SOUTH PINE | ZEELAND | MI | 49464 | 381411184 | HEALTHCARE | MI | 501(C)(3) | 3 | SPECTRUM HEALTH SYSTEM | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELEN DEVOS WOMEN'S AND CHILDREN'S HEALTH PAVILION ASSOCIATION | ||||||||||||
| 1840 WEALTHY ST SE | GRAND RAPIDS | MI | 49506 | 383264184 | MGMT | MI | SPECTRUM HEALH HOSPITALS | C CORPORATION | 611739 | 462237 | 0.8696 | |
| PARTNERSHIP FOR CHILDREN'S HEALTH | ||||||||||||
| 1840 WEALTHY ST SE | GRAND RAPIDS | MI | 49506 | 383364676 | MGED CARE | MI | SPECTRUM HEALH HOSPITALS | C CORPORATION | 0 | 0 | 1 | |
| THE FRED AND LENA MEIJER HEART CENTER CONDOMINIUM ASSOCIATION | ||||||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | 830464302 | MGMT | MI | SPECTRUM HEALH HOSPITALS | C CORPORATION | 2205785 | 1454395 | 0.9827 | |
| HDVCH - CHC | ||||||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | 383417270 | MED. SVCS | MI | SPECTRUM HEALH HOSPITALS | C CORPORATION | 1800 | 0 | 1 | |
| CAMPUS TOWNE CENTER CONDO ASSC | ||||||||||||
| 4868 LAKE MICHIGAN DRIVE | ALLENDALE | MI | 49401 | 382910067 | MGMT | MI | SPECTRUM HEALH HOSPITALS | C CORPORATION | 20826 | 24780 | 0.75 | |
| PRIORITY HEALTH INSURANCE COMPANY | ||||||||||||
| 1231 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | 201529553 | INSURANCE | MI | PRIORITY HEALTH | C CORPORATION | 217156804 | 65878919 | 1 | |
| PRIORITY HEALTH MANAGED BENEFITS | ||||||||||||
| 1231 EAST BELTLINE NE | GRAND RAPIDS | MI | 49525 | 383085182 | ADMIN | MI | SPECTRUM HEALTH SYSTEM | C CORPORATION | 129683594 | 29767226 | 1 | |
| MONTCALM PRIMARY CARE PHYSICIANS | ||||||||||||
| 615 S BOWER | GREENVILLE | MI | 48838 | 202544762 | MED. SVCS | MI | SPECTRUM HEALTH UNITED | C CORPORATION | 0 | 0 | 1 | |
| BLODGETT ASSURANCE COMPANY | ||||||||||||
| 100 MICHIGAN AVE NE | GRAND RAPIDS | MI | 49503 | INSURANCE | SPECTRUM HEALTH SYSTEM | C CORPORATION | 0 | 0 | 1 | CJ | ||
| MICHIGAN MEDICAL PATIENT CARE | ||||||||||||
| 4100 LAKE DR SE STE 300 | GRAND RAPIDS | MI | 49546 | 382851295 | MEDICAL | MI | SPECTRUM HEALTH SYSTEM | C CORPORATION | 0 | 0 | 1 | |
| WEST MICHIGAN HEART | ||||||||||||
| 2900 BRADFORD STREET NE | GRAND RAPIDS | MI | 49525 | 382125186 | PHYSICIANS | MI | SPECTRUM HEALTH SYSTEM | C CORPORATION | 0 | 0 | 1 | |
| MHEALTH INNOVATIONS INC | ||||||||||||
| 425 NORTH MAIN STREET | ANN ARBOR | MI | 48104 | 611613614 | PROD DEVL | MI | SPECTRUM HEALTH INNOVATIONS LLC | C CORPORATION | 0 | 457129 | 1 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (25 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SPECTRUM HEALTH HOSPITALS | ||
| K | 54483019 | GAAP, CASH, OR FMV |
| REED CITY HOSPITAL CORPORATION | ||
| K | 276000 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH CONTIUING CARE | ||
| K | 662000 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH UNITED | ||
| K | 345127 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH KELSEY | ||
| K | 83790 | GAAP, CASH, OR FMV |
| AMBULATORY UNITED | ||
| K | 12083 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH FOUNDATION | ||
| K | 12000 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH PRIMARY CARE PARTNERS | ||
| K | 12012336 | GAAP, CASH, OR FMV |
| PRIORITY HEALTH | ||
| K | 628384 | GAAP, CASH, OR FMV |
| WEST MICHIGAN HEART | ||
| K | 83249 | GAAP, CASH, OR FMV |
| MHEALTH | ||
| K | 9129 | GAAP, CASH, OR FMV |
| MICHIGAN MEDICAL PC | ||
| K | 5794666 | GAAP, CASH, OR FMV |
| PRIORITY HEALTH | ||
| D | 1802376 | GAAP, CASH, OR FMV |
| ZEELAND COMMUNITY HOSPITAL | ||
| N | 12063 | GAAP, CASH, OR FMV |
| PRIORITY HEALTH | ||
| L | 3726110 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH HOSPITALS | ||
| A | 6625 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH PRIMARY CARE PARTNERS | ||
| A | 290061 | GAAP, CASH, OR FMV |
| MICHIGAN MEDICAL PC | ||
| A | 44254 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH UNITED MEMORIAL | ||
| K | 10000 | GAAP, CASH, OR FMV |
| REED CITY HOSPITAL CORPORATION | ||
| K | 5000 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH GERBER MEMORIAL HOSPITAL | ||
| K | 600 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH HOSPITALS | ||
| Q | 36368423 | GAAP, CASH, OR FMV |
| SPECTRUM HEALTH HOSPITALS | ||
| R | 54376906 | GAAP, CASH, OR FMV |
| ZEELAND COMMUNITY HOSPITAL | ||
| P | 489446 | GAAP, CASH, OR FMV |
| MICHIGAN MEDICAL PC | ||
| B | 8829500 | GAAP, CASH, OR FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II, COLUMN (G), SECTION 512(B)(13) CONTROLLED ENTITY? | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | THE TAXPAYER IS THE COMMON PARENT ORGANIZATION OF A CONSOLIDATED HEALTH SYSTEM, SPECTRUM HEALTH SYSTEM. FOR ENTITIES THAT ARE PART OF A CONSOLIDATED HEALTH SYSTEM (WITH COMMON CONTROL) THE ATTRIBUTION RULES OF IRC SECTION 318 APPLY; MEANING THAT ALL ORGANIZATIONS ARE DEEMED TO HAVE CONTROL OF THE ORGANIZATIONS OWNED BY THE CONTROLLING ORGANIZATION. AS SUCH, IN ANSWERING THIS QUESTION AND FOR REPORTING IN SCH. R, EACH RELATED ORGANIZATION WITHIN THE HEALTH SYSTEM IS CONSIDERED AND THE TRANSACTIONS DISCLOSED MAY BE BETWEEN DIRECTLY CONTROLLED SUBSIDIARIES OR BROTHER-SISTER ENTITIES (INDIRECTLY CONTROLLED) WITHIN THE HEALTH SYSTEM. | Explanation |
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