COREWELL HEALTH: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- COREWELL HEALTH (EIN 38-2539929)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201102279349302775
- Schema version
- 2009v1.7
- 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 | 2011-08-15T13:07:33-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | 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 | 511 RENAISSANCE DRIVE | AddressLine1 |
| City | ST JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382539929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND HEALTH FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | BENTON HARBORST JOSEPH | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAKE | NameControl |
| Phone | 2699838300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVENUE | AddressLine1 |
| City | SAINT JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | timothy calhoun | Name |
| Title | vp - finance/cfo | Title |
| Phone | 2699838300 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699828000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID BURGHART | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVENUE | AddressLine1 |
| City | SAINT JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4816508 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE AND ASSIST IN PROVIDING HEALTH CARE BY ACCEPTING CONTRIBUTIONS FOR LAKELAND REGIONAL HEALTH SYSTEM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 392059 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2923180 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -81870 | InvestmentIncomePriorYear |
| Investment Income Current Year | 192057 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 310189 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3115237 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1435889 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1467267 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 58081 | OtherExpensePriorYear |
| Other Expenses Current Year | 66624 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1493970 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1533891 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1183781 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1581346 | RevenuesLessExpensesCY |
| Total Assets BOY | 5948145 | TotalAssetsBOY |
| Total Assets EOY | 8231002 | TotalAssetsEOY |
| Total Liabilities BOY | 422193 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 802349 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5525952 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7428653 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROMOTE AND ASSIST IN PROVIDING HEALTH CARE BY ACCEPTING CONTRIBUTIONS FOR LAKELAND REGIONAL HEALTH SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1428968 | Expense |
| Grants | 1428968 | Grants |
| Revenue | 0 | Revenue |
| Description | THE FOUNDATION DISTRIBUTED FUNDS TO A LOCAL AREA HOSPITAL FOR BETTER EQUIPMENT AND FACILITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 38299 | Expense |
| Grants | 38299 | Grants |
| Revenue | 0 | Revenue |
| Description | THE FOUNDATION DISTRIBUTED FUNDS TO 39 LOCAL HEALTH CARE INDIVIDUALS FOR TUITION RELATED EXPENSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1467267 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY WAHLSTROM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2696871147 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 NAPIER AVE | AddressLine1 |
| City | St Joseph | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| marge wiatrowski | |||||||
| director | 3.00 | X | 0 | 0 | 0 | ||
| edward conrad | |||||||
| director | 3.00 | X | 0 | 0 | 0 | ||
| jerry alberts | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| sandi bowman | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| richard buckalew | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| james clever | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| marc florian | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| bill hanley | |||||||
| Secretary/Treasurer | 2.00 | X | 0 | 0 | 0 | X | |
| kurt markze | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| marilyn mckinney | |||||||
| director - part year | 2.00 | X | 0 | 0 | 0 | ||
| tim passaro | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| don radde | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| kay varga-smith | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| kathleen a snyder | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| carol starks | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| dennis szymanski md | |||||||
| chairperson | 2.00 | X | 0 | 0 | 0 | X | |
| joseph wasserman | |||||||
| ceo | 1.00 | X | 0 | 2079531 | 30120 | X | |
| PAT MOODY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAMES RIEMLAND | |||||||
| Director - part year | 2.00 | X | 0 | 0 | 0 | ||
| Randy Bettich | |||||||
| DIRector | 2.00 | X | 0 | 0 | 0 | ||
| Wendy Edwards | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Gyl Lasewurm | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| RAndall Miller | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| John Proos | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Leo Soorus | |||||||
| vice chairperson | 2.00 | X | 0 | 0 | 0 | X | |
| LUKE BROWN | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD DYER | |||||||
| Director | 3.00 | X | 0 | 0 | 0 | ||
| BOB GOTTLIEB | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| LOREN HAMEL MD | |||||||
| DirectoR AND CEO | 1.00 | X | 0 | 471865 | 25444 | X | |
| william johnson | |||||||
| president - part year | 2.00 | 139300 | 0 | 0 | X | ||
| DAVID BURGHART | |||||||
| President | 2.00 | 30059 | 0 | 523 | X | ||
| timothy calhoun | |||||||
| vp - finance/cfo | 1.00 | 0 | 340060 | 22819 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 169359 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2891456 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 78906 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2923180 | AllOtherContributions |
| Total Contributions | 2923180 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145044 | TotalRevenueColumn |
| Exclusion | $145,044 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1748284 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1701271 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 47013 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47013 | TotalRevenueColumn |
| Exclusion | $47,013 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3115237 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $192,057 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1428968 | Total |
| Program Services | 1428968 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38299 | Total |
| Program Services | 38299 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Management And General | 4000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28161 | Total |
| Management And General | 28161 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12461 | Total |
| Management And General | 12461 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BAD DEBTS-PLEDGES | 20539 | 20539 |
| MISCELLANEOUS | 1463 | 1463 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1533891 | Total |
| Program Services | 1467267 | ProgramServices |
| Management And General | 66624 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48322 | BOY |
| EOY | 666961 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76280 | BOY |
| EOY | 151491 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1489304 | BOY |
| EOY | 2670319 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4334239 | BOY |
| EOY | 4742231 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5948145 | BOY |
| EOY | 8231002 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422193 | BOY |
| EOY | 802349 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422193 | BOY |
| EOY | 802349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2622277 | BOY |
| EOY | 3051126 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2217475 | BOY |
| EOY | 3678827 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 686200 | BOY |
| EOY | 698700 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5525952 | BOY |
| EOY | 7428653 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5948145 | BOY |
| EOY | 8231002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1769168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1463011 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1882496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 392059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2923180 | CurrentTaxYear |
| Total | 8429914 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1769168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1463011 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1882496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 392059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2923180 | CurrentTaxYear |
| Total | 8429914 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1783344 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6646570 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 246837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 324360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 241404 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 154774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145044 | CurrentTaxYear |
| Total | 1112419 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 42105 | CurrentTaxYearMinus2Years |
| Total | 42105 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9584438 | TotalSupport |
| Public Support Pertcentage170 | 0.69350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2903675 | BeginningOfYearBalance |
| Contributions | 30080 | Contributions |
| Investment Earnings Or Losses | 48478 | InvestmentEarningsOrLosses |
| Other Expenditures | 2160758 | OtherExpenditures |
| End Of Year Balance | 821475 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3815278 | BeginningOfYearBalance |
| Contributions | 389004 | Contributions |
| Investment Earnings Or Losses | 3568 | InvestmentEarningsOrLosses |
| Other Expenditures | 1304175 | OtherExpenditures |
| End Of Year Balance | 2903675 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 3115237 | TotalRevenue |
| Total Expenses | 1533891 | TotalExpenses |
| Excess Or Deficit For Year | 1581346 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 321355 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 321355 | TotalAdjustments |
| Excess Or Deficit Per FS | 1902701 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3436592 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 321355 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 321355 | RevenueNotRptdF990 |
| Revenue Subtotal | 3115237 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3115237 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1533891 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1533891 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1533891 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4: | Identifier |
| Return Reference | Description of Intended Use of Endowment Funds: | ReturnReference |
| Explanation | To provide scholarships for healthcare related study/work. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| lakeland hospital at niles and st joseph inc | ||||||||||
| 1234 NAPIER AVE | St Joseph | MI | 49085 | 382156872 | 501(c)3 | 959447 | 0 | n/a | n/a | distributed funds to local hospital to provide better equipment and facilities |
| lakeland speciality hospital at berrien center | ||||||||||
| 1234 NAPIER AVE | St Joseph | MI | 49085 | 383452303 | 501(c)3 | 14983 | 0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 39 | NumberOfRecipients |
| Amount Of Cash Grant | 38299 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The funds are given to Lakeland Hospitals At Niles and St. Joseph, Inc., a related organization, therefore the use of the funds are not monitored. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| joseph wasserman | |||||||||||||
| 0 | 524793 | 0 | 254760 | 0 | 1299978 | 0 | 14250 | 0 | 15870 | 0 | 2109651 | 0 | 0 |
| LOREN HAMEL MD | |||||||||||||
| 0 | 379427 | 0 | 79260 | 0 | 13178 | 0 | 6900 | 0 | 18544 | 0 | 497309 | 0 | 0 |
| timothy calhoun | |||||||||||||
| 0 | 274567 | 0 | 52920 | 0 | 12573 | 0 | 11800 | 0 | 11019 | 0 | 362879 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Lakeland maintains a supplemental retirement and pre-retirement death benefit plan for the purpose of providing supplemental retirement benefits to employees who are eligible under the terms and conditions of the plan. The plan is intended to be a nonqualified unfunded deferred compensation plan for a select group of management or highly compensated employees. The annual benefit under the plan is 1% of final average pay times years of service (27.5 years limit) for participants who have achieved normal retirement age of 63 and have completed 10 years of service. The annual benefit is paid as a lump sum based on 15 years discounted at 6%. There is no benefit earned or paid for participants who separate from Lakeland's employment before age 63. THE INDIVIDUALS LISTED IN PART VII WHO PARTICIPATED IN THE SERP ARE: Joseph Wasserman, Retired CEO (Paid $1,263,989 at age 63 after 35 years of service), Tim Calhoun, and Loren Hamel. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | The corporation is organized on a stock basis. The sole stockholder of the organization is lakeland regional health system. |
| Form 990, Part VI, Section B, line 11 | A COPY OF THE 990 HAS BEEN GIVEN TO THE BOARD OFFICERS PRIOR TO FILING AND HAS BEEN MADE AVAILABLE TO ALL OTHER BOARD MEMBERS. |
| Form 990, Part VI, Section B, line 12c | THE CORPORATE COMPLIANCE DEPARTMENT, IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST DISCLOSURE SURVEY TO ALL CORPORATE AND SUBSIDIARY ORGANIZATION BOARD MEMBERS, EXECUTIVES AND OTHER LEADERSHIP EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT, THROUGH THE GOVERNANCE COMMITTEE, COMPILES AND ANALYZES SURVEY DATA BY ORGANIZATION, INVESTIGATES, AND REVIEWS POTENTIAL CONFLICTS WITH THE ORGANIZATION'S CEO AND BOARD CHAIR, AND WHEN NECESSARY, RECOMMENDS ACTIONS TO BE TAKEN TO RESOLVE IDENTIFIED CONFLICTS. A COMPLETE REPORT OF ALL CORPORATE AND SUBSIDIARY BOARD MEMBER AND EXECUTIVE DISCLOSURES, CONFLICTS IDENTIFIED AND ACTIONS TAKEN IS REVIEWED BY THE GOVERNANCE COMMITTEE AND EACH SUBSIDIARY CEO AND BOARD CHAIR RECEIVES A REPORT SPECIFIC TO THEIR ORGANIZATION'S BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS FAILING TO COMPLETE A DISCLOSURE SURVEY OR INTENTIONALLY FAILING TO REPORT A KNOWN CONFLICT OF INTEREST ARE ASKED TO RESIGN. |
| Form 990, Part VI, Section B, line 15 | AN INDEPENDENT FIRM IS HIRED BY THE BOARD TO DETERMINE COMPENSATION PACKAGES FOR THE CEO AND SENIOR MANAGEMENT ON AN ANNUAL BASIS. THE FIRM PRESENTS COMPARATIVE PAY RANGES AND COMPENSATION RECOMMENDATIONS TO THE GOVERNANCE (COMPENSATION) COMMITTEE FOR THEIR APPROVAL. FOR SENIOR MANAGEMENT, THE CEO CAN PROVIDE INPUT AND RECOMMENDATIONS TO THE GOVERNANCE COMMITTEE. FOR THE CEO'S COMPENSATION, THE GOVERNANCE COMMITTEE PRESENTS THE COMPENSATION PACKAGE TO THE FULL BOARD FOR APPROVAL. WRITTEN CONTRACTS FOR THE CEO ARE APPROVED BY THE FULL BOARD OF DIRECTORS. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2010. |
| Form 990, Part VI, Section C, line 19 | The governing documents and the conflict of interest policy are available upon request. |
| FORM 990, PART VII: | TIM CALHOUN, JOSEPH WASSERMAN, AND LOREN HAMEL EACH WORKED AN AVERAGE OF AT LEAST 40 HOURS PER WEEK AT THE RELATED ORGANIZATION FROM WHICH THEY WERE COMPENSATED. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| lakeland hospital at niles and st joseph inc | ||||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 382156872 | provide a comprehensive system of health care to citizens of the community | MI | 501(c)(3) | Line 3 | lakeland regional health system inc | |
| lakeland speciality hospital at berrien center | ||||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 383452303 | Longterm healthcare/healing services | MI | 501(c)(3) | Line 3 | lakeland regional health system inc | |
| lakeland continuing care center | ||||||||||
| 3425 lakeshore drive | st joseph | MI | 49085 | 382748035 | provide homecare and long-term healthcare to patients in southwest Michigan | MI | 501(c)(3) | Line 9 | lakeland regional health system inc | |
| lakeland health foundation niles | ||||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 383130558 | PROMOTE/ASSIST IN PROVIDING HEALTH CARE SERVICES IN SOUTHWESTERN MIchigan | MI | 501(c)(3) | Line 7 | lakeland regional health system inc | |
| lakeland health services inc | ||||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 203007464 | TO PROVIDE SKILLED PRIVATE NURSING CARE TO THE SOUTHWESTERN MICHIGAN AREA | MI | 501(c)(3) | Line 9 | lakeland regional health system inc | |
| home infusion services inc | ||||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 382969335 | Provide in-home intravenous therapy services | MI | 501(c)(3) | Line 9 | lakeland regional health system inc | |
| lakeland regional health system inc | ||||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 382609624 | provide a comprehensive system of health care to citizens of the community | MI | 501(c)(3) | Line 3 | N/A | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| lakeline associates llc | |||||||
| 910 s washington avenue | royal oak | MI | 48067 | 383306318 | property management/rental | MI | N/A |
| cliffside company llc dba caretel inns of royalton | |||||||
| 910 s washington avenue | royal oak | MI | 48067 | 383306320 | assisted living | MI | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| niles professional services inc | ||||||||
| 31 north st joseph avenue | niles | MI | 49120 | 382633419 | medical administrative services | MI | N/A | |
| the pharmacy shoppe inc dba lakeland pharmacy shoppe | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 382929090 | pharmaceuticals | MI | N/A | |
| family care of niles formerly lakeland prof services inc | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 383325133 | medical administrative services | MI | N/A | |
| lakeland ear nose and throat | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 261397387 | medical treatment for ear, nose, and throat | MI | N/A | |
| four flags properties inc | ||||||||
| 122 grant street | niles | MI | 49120 | 364501639 | property management/rental | MI | N/A | |
| family care of coloma watervliet | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 263452411 | medical administrative services | MI | N/A | C |
| lakeland family resource center pc | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 743104137 | medical services | MI | N/A | C |
| lakeland rheumatology | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 261397078 | rheumatology services | MI | N/A | C |
| lakeland general surgery | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 261397484 | medical administrative services | MI | N/A | C |
| lakeland neurosurgery | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 261397536 | neurosurgery | MI | N/A | C |
| lakeland physician care network | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 208513031 | medical services | MI | N/A | C |
| lakeland medical practices | ||||||||
| 1234 napier avenue | st joseph | MI | 49085 | 270381199 | medical administrative services | MI | N/A | C |
| four flags health ventures inc | ||||||||
| 31 north st joseph avenue | niles | MI | 49120 | 382669798 | accounting and billing | MI | N/A | C |
| SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC | ||||||||
| 1234 napier avenue | St joseph | MI | 49085 | 272589359 | PHYSICIAN OFFICER | MI | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| lakeland hospital at niles and st joseph inc | |
| B | 959447 |
| lakeland hospital at niles and st joseph inc | |
| O | 754000 |
| lakeland speciality hospital at berrien center | |
| N | 44000 |
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