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Nonprofiteer
← MERCY HEALTH PARTNERS

Form 990 for tax year 2023

Filed by MERCY HEALTH PARTNERS.

Totals

Total revenue
$858,485,303
Total expenses
$855,660,676
Contributions and grants received
$4,382,774
Grants paid
$1,810,038
Program service revenue
$823,674,783
Investment income
$6,208,358
Other revenue
$24,219,388
Total assets, end of year
$919,300,944
Total liabilities, end of year
$667,189,987
Net assets or fund balances, end of year
$252,110,957
Program services expenses (Part IX)
$798,090,886
Management and general expenses
$57,569,790
Fundraising expenses
$0
Program service expenses (Part III)
$798,090,886

Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $254,997

  • 1d · Related organizations

    $45,074

  • 1e · Government grants (contributions)

    $3,202,319

  • 1f · All other contributions, gifts and grants

    $880,384

  • 1g · Noncash contributions included above

    $34,056

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $819,831,727 · related or exempt $819,330,710 · unrelated business $501,017

  • 2b · Program service revenue: PHARMACY REVENUE

    total $3,843,056 · unrelated business $3,843,056

  • 3 · Investment income

    total $4,360,260 · excluded $4,360,260

  • 6a · Gross rents

    real property $581,868

  • 6b · Less rental expenses

    real property $2,939,651

  • 6c · Rental income or loss

    real property -$2,357,783

  • 6d · Net rental income or loss

    total -$2,357,783 · excluded -$2,357,783

  • 7a · Gross sales of assets other than inventory

    securities $2,045,512

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $197,414

  • 7c · Gain or loss

    securities $2,045,512 · other assets -$197,414

  • 7d · Net gain or loss

    total $1,848,098 · excluded $1,848,098

  • 9a · Gaming: gross income

    $2,195

  • 9b · Gaming: direct expenses

    $255

  • 9c · Net income from gaming

    total $1,940 · excluded $1,940

  • 10a · Gross sales of inventory

    $559,338

  • 10b · Cost of goods sold

    $404,804

  • 10c · Net income from sales of inventory

    total $154,534 · excluded $154,534

  • 11a · Other revenue: PROVIDER INCENTIVE REVENUE

    total $8,132,922 · related or exempt $8,132,922

  • 11b · Other revenue: MANAGEMENT SERVICES REVENUE

    total $3,933,225 · related or exempt $3,933,225

  • 11c · Other revenue: CAFETERIA

    total $2,370,690 · excluded $2,370,690

  • 11d · All other revenue

    total $11,983,860 · related or exempt $11,983,860

  • 11e · Other revenue, total

    $26,420,697

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,810,038 · program services $1,810,038

  • 5 · Compensation of officers, directors and key employees

    total $2,987,080 · management and general $2,987,080

  • 6 · Compensation of disqualified persons

    total $331,259 · management and general $331,259

  • 7 · Other salaries and wages

    total $342,322,930 · program services $324,772,259 · management and general $17,550,671

  • 8 · Pension plan contributions

    total $12,151,931 · program services $11,514,633 · management and general $637,298

  • 9 · Other employee benefits

    total $46,786,462 · program services $44,140,957 · management and general $2,645,505

  • 10 · Payroll taxes

    total $21,667,167 · program services $21,365,761 · management and general $301,406

  • 11b · Fees: legal

    total $290,637 · management and general $290,637

  • 11c · Fees: accounting

    total $43,500 · management and general $43,500

  • 11f · Fees: investment management

    total $587,585 · management and general $587,585

  • 11g · Fees: other

    total $78,738,650 · program services $73,079,736 · management and general $5,658,914

  • 12 · Advertising and promotion

    total $441,933 · program services $74,161 · management and general $367,772

  • 13 · Office expenses

    total $5,879,144 · program services $3,975,064 · management and general $1,904,080

  • 14 · Information technology

    total $27,474,668 · program services $21,846,800 · management and general $5,627,868

  • 16 · Occupancy

    total $13,933,080 · program services $13,933,080

  • 17 · Travel

    total $647,937 · program services $617,334 · management and general $30,603

  • 19 · Conferences, conventions and meetings

    total $394,023 · program services $364,227 · management and general $29,796

  • 20 · Interest

    total $8,191,793 · program services $8,191,793

  • 22 · Depreciation, depletion and amortization

    total $38,255,787 · program services $30,273,972 · management and general $7,981,815

  • 23 · Insurance

    total $5,261,175 · program services $4,208,940 · management and general $1,052,235

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $152,622,752 · program services $152,622,752

  • 24b · Other expenses: INTERCO PURCH SVCS

    total $40,449,151 · program services $32,359,321 · management and general $8,089,830

  • 24c · Other expenses: HOSPITAL PROVIDER TAX

    total $27,412,261 · program services $27,412,261

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $15,873,198 · program services $15,873,198

  • 24e · All other expenses

    total $11,106,535 · program services $9,654,599 · management and general $1,451,936

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,191,492 · end of year $520,429

  • 3 · Pledges and grants receivable

    beginning of year $533,062 · end of year $282,898

  • 4 · Accounts receivable

    beginning of year $80,652,505 · end of year $108,058,180

  • 7 · Other notes and loans receivable

    end of year $10,628

  • 8 · Inventories for sale or use

    beginning of year $9,541,179 · end of year $9,652,422

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,190,613 · end of year $1,678,066

  • 10a · Land, buildings and equipment: cost or other basis

    $608,979,785

  • 10b · Land, buildings and equipment: accumulated depreciation

    $226,695,533

  • 10c · Land, buildings and equipment, net

    beginning of year $398,124,829 · end of year $382,284,252

  • 11 · Investments: publicly traded securities

    beginning of year $96,194,785 · end of year $153,479,284

  • 12 · Investments: other securities

    beginning of year $69,444,436 · end of year $63,236,076

  • 14 · Intangible assets

    beginning of year $2,646,054 · end of year $1,573,592

  • 15 · Other assets

    beginning of year $194,358,131 · end of year $198,525,117

  • 17 · Accounts payable and accrued expenses

    beginning of year $107,071,122 · end of year $107,719,224

  • 19 · Deferred revenue

    beginning of year $2,565,765 · end of year $2,524,294

  • 23 · Secured mortgages and notes payable

    beginning of year $2,213,952

  • 25 · Other liabilities

    beginning of year $497,385,689 · end of year $556,946,469

  • 27 · Net assets without donor restrictions

    beginning of year $240,348,262 · end of year $246,943,317

  • 28 · Net assets with donor restrictions

    beginning of year $5,292,296 · end of year $5,167,640

Mission and programs · 2023

Mission

WE, MERCY HEALTH AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.MERCY HEALTH PARTNERS IS A MEMBER OF MERCY HEALTH AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • MERCY HEALTH PARTNERS IS A TEACHING HOSPITAL WITH MULTIPLE LOCATIONS IN THE MUSKEGON, MICHIGAN AREA, INCLUDING THREE HOSPITALS WITH A TOTAL OF 382 LICENSED BEDS. THE HOSPITALS PROVIDE OVER 93,000 PATIENT SERVICE DAYS, INCLUDING ACUTE CARE, PSYCHIATRIC, AND REHABILITATION SERVICES, AND OVER 81,000 EMERGENCY ROOM VISITS ANNUALLY. THE SYSTEM IS THE LARGEST EMPLOYER IN MUSKEGON COUNTY, WITH A TEAM OF MORE THAN 3,500 EMPLOYEES, INCLUDING 375 PHYSICIANS, COMMITTED TO THE QUALITY CARE OF PATIENTS AND THEIR FAMILIES.THE TRINITY HEALTH MUSKEGON HOSPITAL IS AN ACUTE CARE FACILITY, AND THE TRINITY HEALTH BEHAVIORAL HEALTH HOSPITAL IS A BEHAVIORAL HEALTH FACILITY; BOTH FACILITIES ARE LOCATED IN MUSKEGON COUNTY AND SERVE MUSKEGON, OCEANA AND NEWAYGO COUNTIES. THE TRINITY HEALTH SHELBY HOSPITAL IS A CRITICAL CARE FACILITY SERVING OCEANA AND NEWAYGO COUNTIES. HEALTHGRADES HAS RANKED THE SYSTEM IN THE TOP 5 PERCENT IN THE NATION FOR COMMITMENT TO CLINICAL QUALITY AND SUPERIOR PATIENT OUTCOMES.PLEASE SEE SCHEDULE H AND VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES, RECOGNITIONS AND AWARDS:WWW.TRINITYHEALTHMICHIGAN.ORG

    Expenses $798,090,886 · Grants $1,810,038 · Revenue $843,380,717

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ROBERT CASALOU

    DIRECTOR; PRESIDENT & CEO, MI REGION

    Total calculated
    $2,006,565
    From this org
    $0
    From related orgs
    $1,944,215
    Other
    $62,350
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,120,036 related
    Bonus
    $0 + $502,898 related
    Other
    $0 + $321,281 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $42,550 related
    Filer's total
    $0 + $2,006,565 related

  • EDMUND HODGE

    DIRECTOR; TRINITY HEALTH EVP, CHRO

    Total calculated
    $1,596,482
    From this org
    $0
    From related orgs
    $1,538,281
    Other
    $58,201
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $805,894 related
    Bonus
    $0 + $486,000 related
    Other
    $0 + $246,387 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $43,351 related
    Filer's total
    $0 + $1,596,482 related

  • WAYMAN BRITT

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DONNA DOLEMAN DICKERSON

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ERIC FERGUSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JAN GARFINKLE

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JOSE INFANTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MARY FRANCIS LEWANDOWSKI CSSF

    DIRECTOR THROUGH 9/23

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • SPENCER MAIDLOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • SUZANNE MELLON PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • WILLIAM MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JEAN NAGELKERK PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DALE NESBARY PHD

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • LINDA WERTHMAN RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • GARY ALLORE

    PRESIDENT, TRINITY HEALTH MUSKEGON

    Total calculated
    $774,411
    From this org
    $0
    From related orgs
    $722,274
    Other
    $52,137
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,543 related
    Bonus
    $0 + $126,481 related
    Other
    $0 + $94,250 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $32,337 related
    Filer's total
    $0 + $774,411 related

  • MANDI MURRAY

    SECRETARY;VP MANAGING CNSL, MICH REG

    Total calculated
    $636,095
    From this org
    $0
    From related orgs
    $511,054
    Other
    $125,041
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,378 related
    Bonus
    $0 + $100,231 related
    Other
    $0 + $16,445 related
    Deferred
    $0 + $89,274 related
    Nontaxable benefits
    $0 + $35,767 related
    Filer's total
    $0 + $636,095 related

  • MICHAEL GUSHO

    TREASURER; CFO, MICHIGAN REGION

    Total calculated
    $1,002,197
    From this org
    $0
    From related orgs
    $936,965
    Other
    $65,232
    Hours/week
    6 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $650,389 related
    Bonus
    $0 + $166,250 related
    Other
    $0 + $120,326 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $40,482 related
    Filer's total
    $0 + $1,002,197 related

  • JOHN FOSS

    SVP OPER, TH SHELBY & GRAND HAVEN

    Total calculated
    $338,433
    From this org
    $288,193
    From related orgs
    $0
    Other
    $50,240
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $239,733
    Bonus
    $47,482
    Other
    $978
    Deferred
    $22,178
    Nontaxable benefits
    $28,062
    Filer's total
    $338,433

  • JUSTIN GRILL DO

    CHIEF MEDICAL OFFICER

    Total calculated
    $592,963
    From this org
    $0
    From related orgs
    $540,917
    Other
    $52,046
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,896 related
    Bonus
    $0 + $86,520 related
    Other
    $0 + $8,501 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $37,196 related
    Filer's total
    $0 + $592,963 related

  • DANIEL GREEN

    VP FINANCE, WEST MICHIGAN

    Total calculated
    $585,890
    From this org
    $0
    From related orgs
    $521,269
    Other
    $64,621
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,916 related
    Bonus
    $0 + $101,500 related
    Other
    $0 + $7,853 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,871 related
    Filer's total
    $0 + $585,890 related

  • RICK EDGAR MD

    NEUROSURGEON

    Total calculated
    $1,788,979
    From this org
    $0
    From related orgs
    $1,740,408
    Other
    $48,571
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $1,737,798 related
    Bonus
    $0
    Other
    $0 + $2,610 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $28,771 related
    Filer's total
    $0 + $1,788,979 related

  • DAVID BONNEMA MD

    CARDIOLOGIST

    Total calculated
    $1,173,495
    From this org
    $0
    From related orgs
    $1,125,961
    Other
    $47,534
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $1,089,619 related
    Bonus
    $0 + $33,717 related
    Other
    $0 + $2,625 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $27,734 related
    Filer's total
    $0 + $1,173,495 related

  • NOAH THORMEIER DO

    CARDIOLOGIST

    Total calculated
    $1,114,958
    From this org
    $0
    From related orgs
    $1,065,863
    Other
    $49,095
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,907 related
    Bonus
    $0 + $29,866 related
    Other
    $0 + $1,090 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $34,245 related
    Filer's total
    $0 + $1,114,958 related

  • DANIEL WEST MD

    CARDIOLOGIST

    Total calculated
    $1,057,285
    From this org
    $0
    From related orgs
    $1,004,408
    Other
    $52,877
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $958,374 related
    Bonus
    $0 + $32,928 related
    Other
    $0 + $13,106 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $28,127 related
    Filer's total
    $0 + $1,057,285 related

  • JOHN MEEK DO

    CARDIOLOGIST

    Total calculated
    $1,008,112
    From this org
    $0
    From related orgs
    $965,377
    Other
    $42,735
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $922,513 related
    Bonus
    $0 + $41,417 related
    Other
    $0 + $1,447 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $27,885 related
    Filer's total
    $0 + $1,008,112 related

  • KRISTI NAGENGAST

    FORMER KEY EMPLOYEE

    Total calculated
    $377,787
    From this org
    $0
    From related orgs
    $314,597
    Other
    $63,190
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $45,642 related
    Bonus
    $0
    Other
    $0 + $268,955 related
    Deferred
    $0 + $50,017 related
    Nontaxable benefits
    $0 + $13,173 related
    Filer's total
    $0 + $377,787 related

  • LISA ROSE

    FORMER KEY EMPLOYEE

    Total calculated
    $397,627
    From this org
    $262,735
    From related orgs
    $0
    Other
    $134,892
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $129,709
    Bonus
    $0
    Other
    $133,026
    Deferred
    $132,531
    Nontaxable benefits
    $2,361
    Filer's total
    $397,627

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
MERCY HEALTH PARTNERS IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MERCY HEALTH PARTNERS' PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MERCY HEALTH PARTNERS' PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KRISTI NAGENGAST - $255,904 LISA ROSE - $132,274 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: KRISTI NAGENGAST - $46,528 (PAID IN 2024) LISA ROSE - $125,364 (PAID IN 2024) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: GARY ALLORE - $78,553 ROBERT CASALOU - $281,015 MICHAEL GUSHO - $99,937 EDMUND HODGE - $224,175 THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MANDI MURRAY - $64,524 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL GREEN - $2,377 JUSTIN GRILL, DO - $6,862 KRISTI NAGENGAST - $1,523 MANDI MURRAY - $4,116

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349307290

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