MICHIGAN HEALTH AND HOSPITAL ASSOCIATION: Form 990, tax year 2010
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- Organization
- MICHIGAN HEALTH AND HOSPITAL ASSOCIATION (EIN 38-1458751)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201201369349302310
- Schema version
- 2010v3.4
- 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 | 2012-05-15T09:47:19-05:00 | 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 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 MICHIGAN AVE | AddressLine1 |
| City | EAST LANSING | City |
| State | MI | State |
| ZIP Code | 48823 | 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 | 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 | GARY HENRIKSEN | Name |
| Title | CFO | Title |
| Phone | 5173233443 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN E KRAUSE CPA | Name |
| Phone | 5173326200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 14583508 | 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 | 8640 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3640 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13294744 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13650871 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 663097 | InvestmentIncomePriorYear |
| Investment Income Current Year | 509652 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 147850 | OtherRevenuePriorYear |
| Other Revenue Current Year | 163250 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14105691 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14323773 | 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 | 7371769 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8379869 | 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 | 4540034 | OtherExpensePriorYear |
| Other Expenses Current Year | 5063359 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11911803 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13443228 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2193888 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 880545 | RevenuesLessExpensesCY |
| Total Assets BOY | 16219646 | TotalAssetsBOY |
| Total Assets EOY | 17626853 | TotalAssetsEOY |
| Total Liabilities BOY | 6690714 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6848984 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9528932 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10777869 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE THE INTERESTS OF THE HEALTH CARE INDUSTRY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROMOTION OF THE HEALTH CARE INDUSTRY. | 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 | 0 | 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 | 29 | 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 | 0 | NonDeductibleContributions |
| 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 (31 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 |
|---|---|---|---|---|---|---|---|
| SPENCER MAIDLOW | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DOUGLAS STRONG | |||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| FRANK SARDONE | |||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| WILLIAM JACKSON | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| BRIAN CONNOLLY | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM JACKSON | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| PHILIP MCCORKLE JR | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| CATHERINE CRIMMINS | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS DEFAUW | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY R LANE | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE RIEMER-MATUZAK | |||||||
| NC REPRESENTATIVE | 1.00 | X | 0 | 0 | 0 | ||
| ALICE GERARD | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL DUGGAN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL LACASSE DO | |||||||
| 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 | ||
| PATRICIA MARYLAND PHD | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| LYNN ORFGEN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD M REYNOLDS | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| DALE SOWDERS | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE MONTGOMERY | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT RINEY SR | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK WARDELL | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW VAN VRANKEN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS SWAN | |||||||
| AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| SPENCER JOHNSON | |||||||
| PRESIDENT | 40.00 | X | 932974 | 0 | 433453 | ||
| GARY HENRIKSEN | |||||||
| CFO | 40.00 | 262398 | 0 | 71470 | X | ||
| PETER SCHONFELD | |||||||
| SENIOR VP, POLICY & DATA SERVICES | 40.00 | 255923 | 0 | 92662 | X | ||
| BRIAN PETERS | |||||||
| EXECUTIVE VP, OPERATIONS | 40.00 | 276584 | 0 | 91462 | X | ||
| DAVID FINKBEINER | |||||||
| SENIOR VP | 40.00 | 225837 | 0 | 88605 | X | ||
| DAVID SEAMAN | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 426274 | 0 | 105413 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2379990 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 883065 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN ASSOCIATION OF HEALTH PLANS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 SEYMOUR AVE | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48933 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PROFESSIONAL | DescriptionOfServices |
| Compensation | 130000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | 6676601 | 6676601 |
| SERVICE FEES | 561499 | 3665156 | 3665156 |
| MANAGEMENT FEES | 561000 | 1951552 | 1951552 |
| PROFESSIONAL/CONTRACT | 900099 | 789603 | 789603 |
| REGISTRATION FEES | 900099 | 224196 | 224196 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 335123 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8640 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13650871 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 504334 | TotalRevenueColumn |
| Exclusion | $504,334 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 265053 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 259735 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5318 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5318 | TotalRevenueColumn |
| Exclusion | $5,318 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPONSORSHIP | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 163250 | TotalRevenueColumn |
| Exclusion | $163,250 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 163250 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14323773 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13642231 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8640 | UnrelatedBusinessRevenue |
| Exclusion | $672,902 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2287145 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3546912 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1580098 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 625725 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339989 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106954 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23023 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43693 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1239602 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550157 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568127 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 905298 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239412 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54836 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MCHAP GRANT IMPLEMENTAT | 1105430 |
| DUES AND SUBSCRIPTIONS | 124754 |
| MANAGEMENT FEE | 53750 |
| BANK FEES | 45220 |
| SPECIAL PROGRAMS | 3103 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13443228 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304541 | BOY |
| EOY | 780468 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6004978 | BOY |
| EOY | 4953561 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98743 | BOY |
| EOY | 2733721 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2431723 | BOY |
| EOY | 694277 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59368 | BOY |
| EOY | 50334 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3773865 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2754585 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801972 | BOY |
| EOY | 1019280 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6518321 | BOY |
| EOY | 7395212 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16219646 | BOY |
| EOY | 17626853 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4004468 | BOY |
| EOY | 5784188 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 745319 | BOY |
| EOY | 1007198 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1940927 | BOY |
| EOY | 57598 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6690714 | BOY |
| EOY | 6848984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9528932 | BOY |
| EOY | 10777869 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9528932 | BOY |
| EOY | 10777869 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16219646 | BOY |
| EOY | 17626853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 880545 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 368392 | 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 | 3773865 | OtherCostOrOtherBasis |
| Depreciation | 2754585 | Depreciation |
| Book Value | 1019280 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1019280 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER INVESTMENTS | 210749 | C |
| LONG TERM INVESTMENTS | 7184463 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7395212 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNEARNED INCOME | $11,255 |
| TRADE PAYABLES TO RELATED PARTIES | $46,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 57598 | TotalOfAmounts |
| Total Revenue | 14323773 | TotalRevenue |
| Total Expenses | 13443228 | TotalExpenses |
| Excess Or Deficit For Year | 880545 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 768392 | NetUnrealizedGLOnInvestments |
| Other | -$400,000 | OtherAmount |
| Total Adjustments | 368392 | TotalAdjustments |
| Excess Or Deficit Per FS | 1248937 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILTY IF THE ORGANIZATION HAS 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, 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. SUBSEQUENT TO YEAR END, THE ASSOCIATION WAS NOTIFIED THAT IT WILL BE AUDITED FOR TAX PERIOD ENDED JUNE 30, 2009. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CONTRIBUTIONS -400,000. |
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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
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 | |||||||||||||
| 606528 | 0 | 326446 | 0 | 0 | 0 | 403432 | 0 | 30021 | 0 | 1366427 | 0 | 0 | 0 |
| GARY HENRIKSEN | |||||||||||||
| 222398 | 0 | 40000 | 0 | 0 | 0 | 66450 | 0 | 5020 | 0 | 333868 | 0 | 0 | 0 |
| PETER SCHONFELD | |||||||||||||
| 220923 | 0 | 35000 | 0 | 0 | 0 | 66844 | 0 | 25818 | 0 | 348585 | 0 | 0 | 0 |
| BRIAN PETERS | |||||||||||||
| 236584 | 0 | 40000 | 0 | 0 | 0 | 67399 | 0 | 24063 | 0 | 368046 | 0 | 0 | 0 |
| DAVID FINKBEINER | |||||||||||||
| 195837 | 0 | 30000 | 0 | 0 | 0 | 64381 | 0 | 24224 | 0 | 314442 | 0 | 0 | 0 |
| DAVID SEAMAN | |||||||||||||
| 311274 | 0 | 115000 | 0 | 0 | 0 | 76270 | 0 | 29143 | 0 | 531687 | 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 SEASAN GARY HENRIKSEN BRIAN PETERS DAVID FINKBEINER PETER SCHONFELD NANCY MCKEAGUE CLARK BALLARD THERE WERE NO PAYMENTS MADE IN THE CURRENT YEAR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| INDEPENDENT COMPENSATION COMMITTEE RECEIVES COMPARABILITY DATA ANNUALLY AND DOCUMENTS DECISION IN WRITTEN FORM. | FORM 990, PART VI, SECTION B, LINE 15 | |
| WE DO NOT ACTIVELY DISCLOSE OUR POLICIES TO THE PUBLIC, BUT WOULD SUPPLY UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 768,392. CONTRIBUTIONS -400,000. TOTAL TO FORM 990, PART XI, LINE 5: 368,392. | FORM 990, PART XI, LINE 5: |
| PROCESS IS SAME AS IN PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHA HEALTH FOUNDATION DBA MHA CENTER FOR HEALTH RESOURCES | 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 | 386091188 | EIN |
| Primary Activities | PERFORM CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE MHA. | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | 509(A)(3) - TYPE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
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 NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -374589 | ShareOfTotalIncome |
| Share Of EOY Assets | 9191853 | 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 | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | 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 |
|---|---|
| MHA SERVICE CORPORATION | |
| A | 50000 |
| MHA SERVICE CORPORATION | |
| J | 239883 |
| MHA SERVICE CORPORATION | |
| K | 151350 |
| MHA SERVICE CORPORATION | |
| L | 22985 |
| MHA SERVICE CORPORATION | |
| N | 1322764 |
| MHA HEALTH FOUNDATION | |
| B | 400000 |
| MHA SERVICE CORPORATION | |
| R | 280000 |
| MHA HEALTH FOUNDATION | |
| I | 17000 |
| MHA HEALTH FOUNDATION | |
| K | 381566 |
| MHA HEALTH FOUNDATION | |
| L | 70175 |
| MHA HEALTH FOUNDATION | |
| N | 115698 |
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