MUNSON HEALTHCARE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MUNSON HEALTHCARE (EIN 38-2640544)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349302947
- 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 | 2011-05-13T12:53:50-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382640544 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON HEALTHCARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUNS | NameControl |
| Phone | 2319357777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1188 | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 496851188 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A HEPLER | Name |
| Title | CHIEF FINANCIAL OFFICE | Title |
| Phone | 2319357777 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| 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 | EDWIN A NESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SIXTH ST | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49684 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4922543 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MUNSONHEALTHCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | MUNSON HEALTHCARE AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 57 | TotalNbrEmployees |
| Total Gross UBI | 62237 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2937 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14527 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18136 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4686964 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4705311 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -367770 | InvestmentIncomePriorYear |
| Investment Income Current Year | 197387 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6911 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1709 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4340632 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4922543 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6196465 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8006647 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 575955 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1887855 | OtherExpensePriorYear |
| Other Expenses Current Year | 2810664 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8084320 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10817311 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3743688 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5894768 | RevenuesLessExpensesCY |
| Total Assets BOY | 15914260 | TotalAssetsBOY |
| Total Assets EOY | 17235354 | TotalAssetsEOY |
| Total Liabilities BOY | 1701612 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3156624 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14212648 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14078730 | NetAssetsOrFundBalancesEOY |
| Mission Description | MUNSON HEALTHCARE AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4928724 | Expense |
| Revenue | 4508616 | Revenue |
| Description | PARENT HOLDING COMPANY FOR CORPORATIONS PROVIDING HEALTH CARE AND RELATED SERVICES. | Description |
| Total Program Service Expense | 4928724 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 57 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CORPORATE FINANCE | NamePerson |
| Telephone Number | 2319357777 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3668 N US 31 S | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49684 | 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 | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| K DOUGLAS DECK | |||||||||
| PRESIDENT | 40.00 | X | X | 723328 | 0 | 199097 | |||
| EDWIN A NESS | |||||||||
| DIRECTOR | 4.00 | X | 0 | 494002 | 130229 | ||||
| THOMAS MCINTYRE | |||||||||
| CHAIR | 8.00 | X | X | 24500 | 0 | 0 | |||
| ROBERT SPRUNK | |||||||||
| DIRECTOR | 4.00 | X | 0 | 21500 | 0 | ||||
| CARL BENNER MD | |||||||||
| DIRECTOR | 4.00 | X | 0 | 12500 | 0 | ||||
| CHRISTINA MACINNES | |||||||||
| VICE CHAIR | 4.00 | X | X | 12500 | 0 | 0 | |||
| DANIEL WOLF | |||||||||
| SECRETARY | 4.00 | X | X | 12500 | 0 | 0 | |||
| DAVID RIPPER MD | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| EMORY D JOHNSON | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| JAMES E DUTMERS JR | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| JEAN HOWARD | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| JERRY CARLSON | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| JOHN SNEDEKER | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| RAYMOND BOHRER MD | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| ROBERT FOSTER | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| TERRY ROGERS | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| THOMAS GARTLAND | |||||||||
| DIRECTOR | 4.00 | X | 12500 | 0 | 0 | ||||
| CONSTANCE DENEWETH | |||||||||
| TREASURER | 4.00 | X | X | 11375 | 0 | 0 | |||
| BARBARA BENSON | |||||||||
| DIRECTOR | 4.00 | X | 9375 | 0 | 0 | ||||
| DANIEL NAVIN MD | |||||||||
| DIRECTOR | 4.00 | X | 9375 | 0 | 0 | ||||
| PAUL SCHMUCKAL | |||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| THOMAS FOX | |||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| JOHN PELIZZARI | |||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||||
| MARK A HEPLER | |||||||||
| CFO | 12.00 | X | 218496 | 0 | 38148 | ||||
| PAUL SHIRILLA | |||||||||
| VP LEGAL | 34.00 | 302573 | 0 | 39060 | X | ||||
| JAMES D AUSTIN | |||||||||
| ADMINISTRATI | 40.00 | 259250 | 0 | 35342 | X | ||||
| KATHLEEN MCMANUS | |||||||||
| SENIOR VP | 40.00 | 240130 | 0 | 33897 | X | ||||
| MARY BETH MORRISON | |||||||||
| VP PLANNING | 40.00 | 196341 | 0 | 33184 | X | ||||
| MARK S DEPONIO | |||||||||
| VP SUPPLY CH | 40.00 | 191710 | 0 | 37949 | X | ||||
| JANET WOLF | |||||||||
| VP HOME HEAL | 10.00 | 188989 | 0 | 10664 | X | ||||
| EDWARD CARLSON | |||||||||
| FORMER OFFIC | 16.00 | 168586 | 133078 | 22771 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2694028 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 661080 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 580341 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KAUFMAN HALL | |||||
| 5202 OLD ORCHARD RD STE N700 | SKOKIE | IL | 60077 | CONSULTING | 234430 |
| ERNST YOUNG | |||||
| PO BOX 96550 | CHICAGO | IL | 60693 | AUDIT SERVICES | 133890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 18136 | AllOtherContributions |
| Total Contributions | 18136 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONTRACT REVENUES | 561000 | 4644783 | 4644783 | |
| CONTRACT REVENUES | 561000 | 60528 | 60528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4705311 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4685 | TotalRevenueColumn |
| Related Or Exempt Function Income | -198404 | RelatedOrExemptFunctionIncome |
| Exclusion | $193,719 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 202072 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 202072 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202072 | TotalRevenueColumn |
| Exclusion | $202,072 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASS THROUGH UBI FOR JV | Description |
| Business Code | 900003 | BusinessCode |
| Total Revenue Column | 1709 | TotalRevenueColumn |
| Unrelated Business Revenue | 1709 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1709 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4922543 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4446379 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 62237 | UnrelatedBusinessRevenue |
| Exclusion | $395,791 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1725328 | Total |
| Program Services | 534906 | ProgramServices |
| Management And General | 1098179 | ManagementAndGeneral |
| Fundraising | 92243 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191357 | Total |
| Management And General | 191357 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4806495 | Total |
| Program Services | 2726913 | ProgramServices |
| Management And General | 2079582 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635767 | Total |
| Program Services | 429905 | ProgramServices |
| Management And General | 205862 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396196 | Total |
| Program Services | 248600 | ProgramServices |
| Management And General | 147596 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251504 | Total |
| Program Services | 150109 | ProgramServices |
| Management And General | 101395 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429305 | Total |
| Management And General | 429305 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63421 | Total |
| Management And General | 63421 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1556363 | Total |
| Program Services | 395453 | ProgramServices |
| Management And General | 677198 | ManagementAndGeneral |
| Fundraising | 483712 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177708 | Total |
| Program Services | 106064 | ProgramServices |
| Management And General | 71644 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54380 | Total |
| Program Services | 37442 | ProgramServices |
| Management And General | 16938 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90928 | Total |
| Program Services | 88576 | ProgramServices |
| Management And General | 2352 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92275 | Total |
| Program Services | 47490 | ProgramServices |
| Management And General | 44785 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14835 | Total |
| Management And General | 14835 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11695 | Total |
| Program Services | 8596 | ProgramServices |
| Management And General | 3099 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9421 | Total |
| Program Services | 5623 | ProgramServices |
| Management And General | 3798 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 242135 | 99136 | 142999 |
| MISCELLANEOUS | 38198 | 19911 | 18287 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10817311 | Total |
| Program Services | 4928724 | ProgramServices |
| Management And General | 5312632 | ManagementAndGeneral |
| Fundraising | 575955 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135786 | BOY |
| EOY | 198533 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36928 | BOY |
| EOY | 64853 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535015 | BOY |
| EOY | 541777 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 308034 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 282503 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22358 | BOY |
| EOY | 25531 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7152653 | BOY |
| EOY | 7963804 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7922266 | BOY |
| EOY | 8379609 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109254 | BOY |
| EOY | 61247 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15914260 | BOY |
| EOY | 17235354 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1322111 | BOY |
| EOY | 2270296 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379501 | BOY |
| EOY | 886328 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1701612 | BOY |
| EOY | 3156624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14212648 | BOY |
| EOY | 14078730 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14212648 | BOY |
| EOY | 14078730 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15914260 | BOY |
| EOY | 17235354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| 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
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNSON MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381362830 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $2,131,038 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2131038 | SumOfAmounts |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7152653 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 835431 | InvestmentEarningsOrLosses |
| Administrative Expenses | -24280 | AdministrativeExpenses |
| End Of Year Balance | 7963804 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8311745 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1119240 | InvestmentEarningsOrLosses |
| Administrative Expenses | -39852 | AdministrativeExpenses |
| End Of Year Balance | 7152653 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308034 | OtherCostOrOtherBasis |
| Depreciation | 282503 | Depreciation |
| Book Value | 25531 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25531 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 2689846 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INSURANCE INVESTMENTS | 2176924 | F |
| INVEST. HOUGHTON LAKE AMBULATORY SUR | 1154313 | F |
| INVESTMENT IN MEDICAL ARTS GROUP | 988496 | F |
| INVESTMENT IN SUPPLY ALLIANCE | 811747 | F |
| INVESTMENT IN PRIORITY HEALTH | 558283 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8379609 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INSURANCE CLAIMS RESERVE | $813,213 |
| AFFILIATE PAYABLE | $73,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 886328 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE BOARD-DESIGNATED FUNDS ARE MAINTAINED FOR THE FUTURE USE OF THE MUNSON HEALTHCARE SYSTEM. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | MUNSON HEALTHCARE HAS NO FIN 48 LIABILITIES; AND THEREFORE, NO FOOTNOTE DISCLOSURE ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | SELF INSURANCE | INSURANCE | 401060 |
| CENTRAL AMERICA AND THE CARIBBEAN | SELF INSURANCE | SELF INSURANCE FEES | 56207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 457267 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE F, PAGE 4, PART IV | ReturnReference |
| Explanation | EXPENDITURES ARE REPORTED BASED ON THE ACCRUAL METHOD OF ACCOUNTING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| K DOUGLAS DECK | |||||||||||||
| 587830 | 125100 | 10398 | 185041 | 14056 | 922425 | ||||||||
| EDWIN A NESS | |||||||||||||
| 421592 | 58771 | 13639 | 111215 | 19014 | 624231 | 12847 | |||||||
| MARK A HEPLER | |||||||||||||
| 191747 | 17206 | 9543 | 19120 | 19028 | 256644 | 8118 | |||||||
| PAUL SHIRILLA | |||||||||||||
| 263957 | 29314 | 9302 | 24694 | 14366 | 341633 | 6912 | |||||||
| JAMES D AUSTIN | |||||||||||||
| 182665 | 42569 | 34016 | 18147 | 17195 | 294592 | 8700 | |||||||
| KATHLEEN MCMANUS | |||||||||||||
| 211587 | 21518 | 7025 | 20064 | 13833 | 274027 | 6296 | |||||||
| MARY BETH MORRISON | |||||||||||||
| 172286 | 17705 | 6350 | 16562 | 16622 | 229525 | 4919 | |||||||
| MARK S DEPONIO | |||||||||||||
| 172724 | 17675 | 1311 | 17326 | 20623 | 229659 | ||||||||
| JANET WOLF | |||||||||||||
| 125158 | 16808 | 47023 | 4767 | 5897 | 199653 | 14411 | |||||||
| EDWARD CARLSON | |||||||||||||
| 94265 | 74321 | 18651 | 4120 | 191357 | 133078 | 133078 | 6501 | ||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | SCHEDULE J, PAGE 1, PART I, LINE 4 | K. DOUGLAS DECK 0 164,724 0 EDWIN A. NESS 0 93,544 0 MARK A. HEPLER 0 12,180 0 PAUL SHIRILLA 0 15,780 0 JAMES D. AUSTIN 0 11,444 0 KATHLEEN MCMANUS 0 12,393 0 MARY BETH MORRISON 0 10,294 0 MARK S. DEPONIO 0 11,066 0 EDWARD CARLSON 161,595 14,872 0 |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | EXECUTIVE SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 66. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. FOR VICE-PRESIDENTS, AFTER WORKING FOR MUNSON FOR 3 YEARS, A VICE-PRESIDENT IS ELIGIBLE TO PARTICIPANT IN A NON-QUALIFIED RETIREMENT PLAN, WHICH IS FUNDED ANNUALLY AT THE SOLE DISCRETION OF MUNSON IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION. THESE RETIREMENTS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. EXECUTIVE SEVERANCE PLAN: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, A COMPETITIVE BENEFIT PACKAGE IS OFFERED TO THE VICE-PRESIDENTS, WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS, WHICH PROVIDES FOR UP TO ONE-YEAR OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS. THE PLAN PROVIDES FOR A 50% OFFSET FOR SUBSEQUENT EMPLOYMENT DURING THE SEVERANCE PERIOD. MEDICAL BENEFITS ARE PROVIDED DURING THE SEVERANCE PERIOD. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | BARBARA BENSON PAUL SCHMUCKAL DIRECTOR DIRECTOR SISTER/BROTHER K. DOUGLAS DECK MARK A. HEPLER PRESIDENT CFO MUNSON HEALTHCARE EMPLOYER K. DOUGLAS DECK PAUL SHIRILLA PRESIDENT VP LEGAL MUNSON HEALTHCARE EMPLOYER |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | MUNSON HEALTHCARE IS A MEMBERSHIP ORGANIZATION. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THERE ARE TWO CLASSES OF MEMBERS OF MUNSON HEALTHCARE: (1) ELECTED MEMBERS; AND (2) EX-OFFICIO MEMBERS. THERE IS NO SEPARATE VOTING BY CLASS ON MATTERS BROUGHT TO VOTE BY THE MEMBERS. EACH ELECTED MEMBER AND EACH EX-OFFICIO MEMBER SHALL HAVE ONE (1) VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. THE ELECTED MEMBERS OF THE CORPORATION SHALL CONSIST OF NOT MORE THAN TWO HUNDRED (200) PERSONS, AT LEAST TWO-THIRDS OF WHOM SHALL BE RESIDENTS OF GRAND TRAVERSE, LEELANAU, BENZIE, KALKASKA AND ANTRIM COUNTIES OF THE STATE OF MICHIGAN AT THE TIME OF THEIR ELECTION TO MEMBERSHIP. NO PERSON SHALL BE ELIGIBLE AS AN ELECTED MEMBER AFTER ATTAINING THE AGE OF EIGHTY-FIVE. EACH ELECTED MEMBER SHALL BE NOMINATED BY THE BOARD OF DIRECTORS PURSUANT TO RECOMMENDATION BY THE GOVERNANCE COMMITTEE AND ELECTED BY THE MEMBERS TO SERVE A FIVE (5) YEAR TERM. AN ELECTED MEMBER'S TERM SHALL AUTOMATICALLY CEASE IN THE EVENT THE INDIVIDUAL BECOMES AN EX-OFFICIO MEMBER. THE ELECTED MEMBERS SHALL BE DIVIDED INTO STAGGERED TERMS SO THAT NEARLY EQUAL NUMBERS SHALL BE ELECTED EACH YEAR. THE EX-OFFICIO MEMBERS OF THE CORPORATION SHALL CONSIST OF EACH DIRECTOR OR TRUSTEE SERVING ON THE BOARDS OF DIRECTORS OR BOARD OF TRUSTEES OF CERTAIN SUBSIDIARY AND AFFILIATE ORGANIZATIONS. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | THE MEMBERS VOTE TO ELECT THE ELECTED MEMBERS AND THE ELECTED DIRECTORS OF THE CORPORATION. ADDITIONALLY, ANY AMENDMENT, REPEAL OR ADOPTION OF NEW BYLAWS, TO THE EXTENT IT AFFECTS THE RIGHTS AND POWERS OF THE MEMBERS OF THE CORPORATION, SHALL BE EFFECTIVE ONLY UPON RATIFICATION BY THE MEMBERS. CERTAIN ACTIONS UNDER THE MICHIGAN NONPROFIT CORPORATIONS ACT ALSO REQUIRE THE APPROVAL OF THE MEMBERSHIP INCLUDING A MERGER, CONSOLIDATION, CORPORATE REORGANIZATION, SALE OF SUBSTANTIALLY ALL THE ASSETS, AMENDMENT OF THE ARTICLES OF INCORPORATION AND DISSOLUTION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | THE MUNSON HEALTHCARE BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, BUSINESS, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. BOARD COMMITTEES THEN FURTHER REVIEW SPECIFIC DISCLOSURES. THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE AUDIT COMMITTEE REVIEWS MUNSON HEALTHCARE, MUNSON MEDICAL CENTER, MUNSON HEALTHCARE REGIONAL FOUNDATION, AND SELECTED OTHER SYSTEM ENTITY FORMS 990 ON AN ANNUAL BASIS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE MUNSON HEALTHCARE BOARD HAS A STANDING CONFLICT, VALUATION, AND COMPLIANCE ("CVC") COMMITTEE. ANY TRANSACTIONS WITH DISQUALIFIED PERSONS ARE SUBJECT TO PRIOR APPROVAL OF FAIR MARKET VALUE BY THE CVC COMMITTEE. ANNUALLY, THE CVC COMMITTEE DIRECTS THE PROCESS FOR EACH TRUSTEE AND KEY EMPLOYEE TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE RESPONSES ARE REVIEWED AND SUMMARIZED BY MUNSON HEALTHCARE'S LEGAL DEPARTMENT. A REPORT OF IDENTIFIED CONFLICTS IS PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND APPROVAL. THE CVC COMMITTEE UTILIZES THE QUESTIONNAIRE RESPONSES TO EVALUATE ANY TRANSACTION WITH A POTENTIAL CONFLICT. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF EIGHT MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT MHC'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON EXECUTIVES IS DETERMINED IN PART BY MEASURABLE PROGRESS TOWARD THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALITY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. MUNSON HEALTHCARE'S INTENT FOR EXECUTIVE BASE COMPENSATION IS TO BE AT THE MEDIAN WHEN COMPARED TO LIKE-SIZE NON-PROFIT HOSPITALS AND HEALTHCARE SYSTEMS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES FOR MUNSON HEALTHCARE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE MUNSON HEALTHCARE ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HEALTHCARE DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANNUALLY, MUNSON HEALTHCARE PREPARES AND DISTRIBUTES AN ANNUAL REPORT TO THE COMMUNITY, WHICH CONTAINS FINANCIAL AS WELL AS PROGRAM DATA. |
| RELATED ORGANIZATIONS | FORM 990, PAGE 7, PART VII | EDWIN A. NESS WAS PRESIDENT OF MUNSON MEDICAL CENTER AND ALLOCATED 90% OF HIS TIME TO THAT COMPANY AND 10% TO MUNSON HEALTHCARE SYSTEM MATTERS. ROBERT SPRUNK WAS CHARIMAN OF THE MUNSON MEDICAL CENTER BOARD OF TRUSTEES. CARL BENNER, M.D. IS ON THE MUNSON MEDICAL CENTER BOARD OF TRUSTEES. MARK HEPLER, CFO, ALLOCATES 30% OF HIS TIME TO MUNSON HEALTHCARE, SYSTEM PARENT ORGANIZATION; 70% TO MUNSON MEDICAL CENTER; AND LESS THAN AN HOUR A WEEK TO THE REMAINING ORGANIZATIONS IN THE MUNSON HEALTHCARE SYSTEM IN HIS CAPACITY AS CFO FOR ALL MUNSON SYSTEM ORGANIZATIONS. PAUL M. SHIRILLA, VICE PRESIDENT OF GENERAL COUNSEL FOR THE MUNSON HEALTHCARE SYSTEM, ALLOCATES 85% OF HIS TIME TO SYSTEM MATTERS AND 15% TO MUNSON MEDICAL CENTER. JAMES D. AUSTIN ALLOCATES 16 HOURS TO PAUL OLIVER MEMORIAL HOSPITAL. KATHLEEN MCMANUS, SENIOR VICE PRESIDENT OF MUNSON HEALTHCARE, ALLOCATES 90% OF HER TIME TO MUNSON MEDICAL CENTER AND THE REMAINDER TO SYSTEM ENTITIES. MARY BETH MORRISON ALLOCATES 100% OF HER TIME TO MUNSON MEDICAL CENTER. MARK S. DEPONIO ALLOCATES 20 HOURS TO NORTHERN MICHIGAN SUPPLY ALLIANCE AND 20 HOURS TO MUNSON SUPPORT SERVICES. JANET WOLF, FORMER PRESIDENT OF MUNSON HOME HEALTH, ALLOCATED 25% OF HER TIME TO MUNSON HEALTHCARE, SYSTEM PARENT; 20% TO MUNSON MEDICAL CENTER, BROTHER CORPORATION; 40% TO MUNSON HOME HEALTH, PARENT; AND 15% TO MUNSON DIALYSIS CENTER, BROTHER CORPORATION. |
| ADDITIONAL INFORMATION | SCHEDULE R | MUNSON HEALTHCARE USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES. ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED, SUMMARIZED, AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS. |
| ADDITIONAL INFORMATION | SCHEDULE O | MUNSON HEALTHCARE'S FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS AS PART OF THE AUDIT OF MUNSON HEALTHCARE AND SUBSIDIARIES. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND RECEIVED AN UNQUALIFIED OPINION FROM ERNST & YOUNG. MUNSON HEALTHCARE MAINTAINS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS, THE SELECTION OF THE INDEPENDENT AUDITORS, AND THE PROCESS FOR PREPARING THE FORM 990. THAT PROCESS INCLUDES THE AUDIT COMMITTEE'S REVIEW OF SELECT FORMS 990 ON AN ANNUAL BASIS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON DIALYSIS CENTER | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383097861 | DIALYSIS | MI | (C) | 3 | MUNSON HC | HEALTHCARE |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382642724 | RAISE FUND | MI | (C) | 7 | MUNSON HC | HEALTHCARE |
| MUNSON HOME CARE | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382191390 | HOME HEALT | MI | (C) | 9 | MUNSON HC | HEALTHCARE |
| MUNSON HOME HEALTH | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 383335362 | HOME HEALT | MI | (C) | 11B | MUNSON HC | HEALTHCARE |
| MUNSON HOME SERVICES | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382543463 | HOME HEALT | MI | (C) | 9 | MUNSON HC | HEALTHCARE |
| MUNSON MEDICAL CENTER | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381362830 | HOSPITAL | MI | (C) | 3 | MUNSON HC | HEALTHCARE |
| MUNSON MOBILE IMAGING INC | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382704069 | HEALTHCARE | MI | (C) | MUNSON HC | HEALTHCARE | |
| NORTH FLIGHT INC | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 382657917 | MED TRANSP | MI | (C) | 11B | MUNSON HC | HEALTHCARE |
| PAUL OLIVER MEMORIAL HOSPITAL | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 381415623 | HEALTHCARE | MI | (C) | 3 | MUNSON HC | HEALTHCARE |
| PAUL OLIVER MEMORIAL HOSPITAL FOUND | ||||||||||
| 1105 SIXTH ST | TRAVERSE CITY | MI | 49684 | 237201619 | RAISE FUND | MI | (C) | 7 | MUNSON HC | HEALTHCARE |
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 | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Code VCodeVAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON MEDICAL BUILDING PARTNERS | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382830005 | REAL ESTAT | MI | N/A | false | false | ||||
| NORTHERN MICHIGAN SUPPLY ALLIANCE | |||||||||||||
| 2651 AERO PARK DR | TRAVERSE CITY | MI | 49686 | 383453378 | SUPPLY PUR | MI | N/A | false | true | RELATED | -32899 | 2455058 | $1,709 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line2NameOfRelatedOrg/BusinessNameLine2 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNSON SUPPORT SERVICES | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 382872821 | LAUNDRY | MI | N/A | ||||||
| MEDICAL OFFICE BUILDING CONDOMINIUM | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383567278 | REAL ESTAT | MI | N/A | ASSOCIATION | |||||
| MUNSON SERVICES INC | |||||||||||||
| PO BOX 1188 | TRAVERSE CITY | MI | 496851188 | 383144382 | PHARMACY | MI | NA | C CORP | 2515204 | 3052228 | 1.00000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | 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 | true | 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 | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (26 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Business Name Line2NameOfOtherOrganization/BusinessNameLine2 |
|---|---|---|
| MUNSON DIALYSIS CENTER | ||
| K | 70218 | |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | ||
| L | 487367 | FOUNDATION |
| MUNSON HEALTHCARE REGIONAL FOUNDATI | ||
| N | 791425 | FOUNDATION |
| MUNSON HOME CARE | ||
| P | 64045 | |
| MUNSON HOME HEALTH | ||
| K | 116292 | |
| MUNSON HOME HEALTH | ||
| N | 211864 | |
| MUNSON MEDICAL CENTER | ||
| C | 3650000 | |
| MUNSON MEDICAL CENTER | ||
| D | 1091000 | |
| MUNSON MEDICAL CENTER | ||
| K | 2321404 | |
| MUNSON MEDICAL CENTER | ||
| N | 861027 | |
| MUNSON MEDICAL CENTER | ||
| O | 6102228 | |
| MUNSON MEDICAL CENTER | ||
| P | 2519037 | |
| MUNSON MOBIE IMAGING | ||
| C | 650000 | |
| MUNSON MOBILE IMAGING | ||
| K | 63684 | |
| MUNSON MOBILE IMAGING | ||
| P | 217901 | |
| MUNSON SERVICES INC | ||
| K | 78492 | |
| MUNSON SERVICES INC | ||
| P | 50876 | |
| MUNSON SUPPORT SERVICES | ||
| N | 119236 | |
| NORTH FLIGHT INC | ||
| K | 78096 | |
| NORTH FLIGHT INC | ||
| P | 75912 | |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| K | 75523 | |
| NORTHERN MICHIGAN SUPPLY ALLIANCE | ||
| N | 155301 | |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| C | 1000000 | |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| K | 107700 | |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| N | 126877 | |
| PAUL OLIVER MEMORIAL HOSPITAL | ||
| P | 142281 | |
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