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Nonprofiteer
← HENRY FORD MACOMB HOSPITAL CORPORATION

Form 990 for tax year 2023

Filed by HENRY FORD MACOMB HOSPITAL CORPORATION.

Totals

Total revenue
$645,429,554
Total expenses
$630,454,115
Contributions and grants received
$6,960,126
Grants paid
$30,075
Program service revenue
$629,216,589
Investment income
$6,387,366
Other revenue
$2,865,473
Total assets, end of year
$633,386,055
Total liabilities, end of year
$251,644,024
Net assets or fund balances, end of year
$381,742,031
Program services expenses (Part IX)
$594,957,537
Management and general expenses
$35,338,931
Fundraising expenses
$157,647
Program service expenses (Part III)
$594,957,537

Program services were 94.4% 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.

  • 1c · Fundraising events

    $331,735

  • 1e · Government grants (contributions)

    $748,049

  • 1f · All other contributions, gifts and grants

    $5,880,342

  • 1g · Noncash contributions included above

    $4,294,548

  • 2a · Program service revenue: HOSPITAL SERVICES

    total $277,406,284 · related or exempt $277,406,284

  • 2b · Program service revenue: OUTPATIENT SERVICES

    total $183,035,909 · related or exempt $183,035,909

  • 2c · Program service revenue: EMERGENCY SERVICES

    total $79,123,091 · related or exempt $79,123,091

  • 2d · Program service revenue: MEDICAL EDUCATION-GME

    total $7,209,722 · related or exempt $7,209,722

  • 2f · All other program service revenue

    total $82,441,583 · related or exempt $82,441,583

  • 3 · Investment income

    total $1,663,568 · excluded $1,663,568

  • 6a · Gross rents

    real property $615,187

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $615,187

  • 6d · Net rental income or loss

    total $615,187 · excluded $615,187

  • 7a · Gross sales of assets other than inventory

    securities $66,060,659 · other assets $270,885

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

    securities $61,289,345 · other assets $318,401

  • 7c · Gain or loss

    securities $4,771,314 · other assets -$47,516

  • 7d · Net gain or loss

    total $4,723,798 · related or exempt $4,771,314 · excluded -$47,516

  • 8a · Fundraising events: gross income

    $77,135

  • 8a · Fundraising events: contributions included on line 1c

    $331,735

  • 8b · Fundraising events: direct expenses

    $153,051

  • 8c · Net income from fundraising events

    total -$75,916 · excluded -$75,916

  • 9a · Gaming: gross income

    $27,000

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $27,000 · excluded $27,000

  • 11a · Other revenue: CAFETERIA

    total $1,665,697 · related or exempt $1,665,697

  • 11b · Other revenue: GIFT SHOP

    total $326,570 · related or exempt $326,570

  • 11d · All other revenue

    total $306,935 · related or exempt $306,935

  • 11e · Other revenue, total

    $2,299,202

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,075 · program services $30,075

  • 5 · Compensation of officers, directors and key employees

    total $2,627,380 · program services $1,557,860 · management and general $938,151 · fundraising $131,369

  • 7 · Other salaries and wages

    total $216,909,220 · program services $211,277,037 · management and general $5,632,183

  • 8 · Pension plan contributions

    total $4,045,292 · program services $3,921,803 · management and general $121,068 · fundraising $2,421

  • 9 · Other employee benefits

    total $22,900,773 · program services $22,201,690 · management and general $685,379 · fundraising $13,704

  • 10 · Payroll taxes

    total $15,056,474 · program services $14,596,851 · management and general $450,613 · fundraising $9,010

  • 11b · Fees: legal

    total $21,678 · program services $17,952 · management and general $3,726

  • 11g · Fees: other

    total $25,853,128 · program services $23,330,924 · management and general $2,521,424 · fundraising $780

  • 12 · Advertising and promotion

    total $54,675 · program services $25,562 · management and general $29,113

  • 13 · Office expenses

    total $13,486,319 · program services $11,257,157 · management and general $2,229,080 · fundraising $82

  • 14 · Information technology

    total $1,352,819 · program services $1,128,870 · management and general $223,949

  • 16 · Occupancy

    total $4,945,388 · program services $4,651,869 · management and general $293,238 · fundraising $281

  • 17 · Travel

    total $202,938 · program services $186,350 · management and general $16,588

  • 19 · Conferences, conventions and meetings

    total $765,621 · program services $751,155 · management and general $14,466

  • 20 · Interest

    total $8,969,203 · program services $8,969,203

  • 22 · Depreciation, depletion and amortization

    total $22,496,565 · program services $17,456,556 · management and general $5,040,009

  • 23 · Insurance

    total $7,650,905 · program services $7,650,905

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $75,849,215 · program services $75,849,215

  • 24b · Other expenses: CORPORATION ALLOCATION

    total $71,294,744 · program services $71,294,744

  • 24c · Other expenses: PHARMACEUTICAL SUPPLIES

    total $66,698,222 · program services $66,697,773 · management and general $449

  • 24d · Other expenses: QAAP TAX

    total $12,981,963 · program services $12,981,963

  • 24e · All other expenses

    total $56,261,518 · program services $39,122,023 · management and general $17,139,495

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,810 · end of year $4,446

  • 2 · Savings and temporary cash investments

    beginning of year $10,587,169 · end of year -$6,947,343

  • 3 · Pledges and grants receivable

    beginning of year $3,337,950 · end of year $3,445,052

  • 4 · Accounts receivable

    beginning of year $71,691,248 · end of year $54,392,288

  • 8 · Inventories for sale or use

    beginning of year $16,002,380 · end of year $16,531,242

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,246,070 · end of year $1,693,466

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

    $598,031,084

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

    $257,849,933

  • 10c · Land, buildings and equipment, net

    beginning of year $296,000,142 · end of year $340,181,151

  • 11 · Investments: publicly traded securities

    beginning of year $42,838,863 · end of year $194,504,244

  • 12 · Investments: other securities

    beginning of year $1,134 · end of year $0

  • 15 · Other assets

    beginning of year $25,540,708 · end of year $29,581,509

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,560,450 · end of year $51,211,937

  • 20 · Tax-exempt bond liabilities

    beginning of year $124,721,655 · end of year $121,108,456

  • 25 · Other liabilities

    beginning of year $81,111,795 · end of year $79,323,631

  • 27 · Net assets without donor restrictions

    beginning of year $183,794,291 · end of year $366,532,992

  • 28 · Net assets with donor restrictions

    beginning of year $11,062,283 · end of year $15,209,039

Mission and programs · 2023

Mission

HENRY FORD HEALTH MACOMB HOSPITAL (HFMH) IS AN AFFILIATE OF HENRY FORD HEALTH SYSTEM DBA HENRY FORD HEALTH ("HF HEALTH") SERVING THE NORTHEASTERN METROPOLITAN DETROIT MICHIGAN COMMUNITIES. AS AN INTEGRATED COMPONENT OF ONE OF THE NATION'S LEADING COMPREHENSIVE, INTEGRATED HEALTH SYSTEMS, IT IS THE MISSION OF HFMH TO IMPROVE HUMAN LIFE THROUGH THE EXCELLENCE OF THE SCIENCE AND ART OF HEALTH CARE AND HEALING. HFMH IS COMMITTED TO PROVIDING HEALTH SERVICES AND IMPROVING THE QUALITY OF LIFE OF THE CITIZENS OF THE COMMUNITIES IT SERVES REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. THE ORGANIZATION PROVIDES FINANCING AND HEALTH CARE DELIVERY, INCLUDING ACUTE, SPECIALTY, PRIMARY AND PREVENTATIVE CARE SERVICES BACKED BY EXCELLENCE IN RESEARCH AND EDUCATION.

Activities or mission (Part I)

WE IMPROVE PEOPLE'S LIVES THROUGH EXCELLENCE IN THE SCIENCE AND ART OF HEALTH CARE AND HEALING.VISION: WE WILL BE THE TRUSTED PARTNER IN HEALTH, LEADING THE NATION IN SUPERIOR CARE AND VALUE-ONE PERSON AT A TIME.

  • HENRY FORD HEALTH MACOMB HOSPITAL (HFMH) IS RECOGNIZED FOR ITS EXCELLENCE IN PROVIDING INPATIENT CARE TO THE RESIDENTS OF MACOMB COUNTY MICHIGAN AS WELL AS OTHER COMMUNITIES LOCATED NORTHEAST OF THE CITY OF DETROIT. DURING 2023, HFMH HAD 19,345 DISCHARGES.HFMH PROVIDES COMPREHENSIVE ACUTE AND TERTIARY CARE. SPECIALTY SERVICES INCLUDE A HEART & VASCULAR INSTITUTE, HENRY FORD CANCER INSTITUTE, A WOMEN'S HEALTH CENTER, ALONG WITH A BIRTHING CENTER THAT FEATURES 17 LABOR, DELIVERY, RECOVERY AND POST-PARTUM SUITES. THE HOSPITAL ALSO HAS A 32-BED INPATIENT REHABILITATION PROGRAM, AN AMBULATORY AND MINIMALLY INVASIVE SURGERY CENTER AND LEADING DIAGNOSTIC IMAGING, ALONG WITH ADVANCED TRAUMA CAPABILITIES AND EMERGENCY SERVICES.IN MAY 2023, HENRY FORD HEALTH UNVEILED THE NEW JANET & JIM RIEHL NORTH TOWER AT HENRY FORD MACOMB HOSPITAL, AFTER A DECADE OF PLANNING AND THREE YEARS OF PREPARATION, CONSTRUCTION, AND ANTICIPATION. THE FIVE-STORY, 225,000-SQUARE-FOOT FACILITY FEATURES ALL PRIVATE PATIENT ROOMS AND A STATE-OF-THE-ART HEALING AND WORK ENVIRONMENT. THE NEW TOWER'S 160 PRIVATE PATIENT ROOMS WERE DESIGNED TO MEET DIVERSE PATIENT NEEDS, INCLUDING ROOMS ON EACH FLOOR TO ACCOMMODATE PATIENTS WITH DISABILITIES, PATIENTS OF SIZE, AND PATIENTS WITH UNIQUE NEEDS REQUIRING A MORE SECURE ENVIRONMENT.THE CORONAVIRUS IMPACT WITH AN ESTABLISHED RESEARCH STRUCTURE AND ACCESS TO A DIVERSE PATIENT COMMUNITY, HENRY FORD WAS ABLE TO ACT IMMEDIATELY WHEN THE CORONAVIRUS PANDEMIC STRUCK. HENRY FORD UTILIZED EMERGENCY-USE AUTHORIZATIONS FROM THE FDA TO TREAT AND TRACK COVID-19 PATIENTS, CREATING AND MONITORING DATABASE REGISTRIES TO INFORM FUTURE CLINICAL TREATMENT. HENRY FORD RESEARCHERS INITIATED AND CONTINUE TO LEAD A COLLABORATIVE REGISTRY THAT INCLUDES NEARLY ALL COVID INPATIENTS AND TREATMENT-RELATED OUTCOME DATA FROM DETROIT-AREA HOSPITALS.MEDICAL EDUCATION:HENRY FORD HEALTH MACOMB HOSPITAL HAS AN OSTEOPATHIC GRADUATE MEDICAL EDUCATION PROGRAM, OFFERING ROTATIONS TO RESIDENTS, INTERNS AND THIRD-AND-FOUTH-YEAR MEDICAL STUDENTS.HENRY FORD HEALTH MACOMB HOSPITAL TRAINS OVER 160 MEDICAL STUDENTS AND 165 RESIDENTS IN 8 PROGRAMS.

    Expenses $418,036,529 · Grants $30,075 · Revenue $277,406,284

  • HFMH PROVIDES OUTPATIENT SERVICES AT MULTIPLE LOCATIONS THROUGHOUT THE NORTH EASTERN METROPOLITAN COMMUNITIES OF DETROIT. IN TOTAL THIS REPRESENTED 767,005 TOTAL OUTPATIENT FACILITY VISITS DURING 2023.

    Expenses $71,149,786 · Revenue $183,035,909

  • HFMH OPERATES A LEVEL II EMERGENCY FACILITY. EMERGENCY SERVICES REPRESENTED 59,818 PATIENT VISITS DURING 2023.

    Expenses $52,185,717 · Revenue $79,123,091

  • OTHER PROGRAM SERVICES INCLUDE ANCILLARY SERVICES LOCATED WITHIN THE MEDICAL FACILITIES.

    Expenses $53,585,505 · Revenue $96,721,821

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

Listed in Part VII

  • Lynn Ford Alandt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jacalyn S Goforth

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    1 + 5 related

  • David J Breen

    DIRECTOR-CHAIR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2 + 6 related

  • John F Harris

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1 + 3 related

  • David M Hempstead

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    1 + 4 related

  • Patricia A Maryland Drph

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Charles G McClure Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Daniel J Phelan PhD

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1 + 7 related

  • Barry G Porter

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    1 + 4 related

  • Michael S Rafferty

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Joseph J Richardson Jr

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $0
    From related orgs
    $35,000
    Other
    $0
    Hours/week
    1 + 4 related

  • Robert G Riney

    DIRECTOR/ PRESIDENT/CEO

    Total calculated
    $4,524,962
    From this org
    $0
    From related orgs
    $4,467,923
    Other
    $57,039
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,165,620 related
    Bonus
    $0 + $1,535,761 related
    Other
    $0 + $766,542 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $29,598 related
    Filer's total
    $0 + $4,524,962 related

  • Frederiek Toney

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $0
    From related orgs
    $35,000
    Other
    $0
    Hours/week
    1 + 4 related

  • Edgar L Vann II

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $0
    From related orgs
    $35,000
    Other
    $0
    Hours/week
    1 + 4 related

  • James O Peabody MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $617,163
    From this org
    $0
    From related orgs
    $552,958
    Other
    $64,205
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,693 related
    Bonus
    $0 + $35,267 related
    Other
    $0 + $33,998 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $36,764 related
    Filer's total
    $0 + $617,163 related

  • Gerardo Norcia

    DIRECTOR (START 12/2023)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Robin S Damschroder

    TREASURER

    Total calculated
    $2,468,944
    From this org
    $0
    From related orgs
    $2,407,031
    Other
    $61,913
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,396,213 related
    Bonus
    $0 + $563,406 related
    Other
    $0 + $447,412 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $34,472 related
    Filer's total
    $0 + $2,468,944 related

  • Michelle Johnson Tidjani Esq

    SECRETARY (THRU 9/2023)

    Total calculated
    $1,615,611
    From this org
    $0
    From related orgs
    $1,567,789
    Other
    $47,822
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $911,978 related
    Bonus
    $0 + $367,252 related
    Other
    $0 + $288,559 related
    Deferred
    $0 + $22,491 related
    Nontaxable benefits
    $0 + $25,331 related
    Filer's total
    $0 + $1,615,611 related

  • Marjorie A Staten JD

    SECRETARY (START 10/2023)

    Total calculated
    $237,931
    From this org
    $0
    From related orgs
    $223,236
    Other
    $14,695
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,185 related
    Bonus
    $0 + $33,653 related
    Other
    $0 + $2,398 related
    Deferred
    $0 + $2,866 related
    Nontaxable benefits
    $0 + $11,829 related
    Filer's total
    $0 + $237,931 related

  • Barbara W Rossmann

    CEO (THRU 6/2023)

    Total calculated
    $1,371,069
    From this org
    $772,428
    From related orgs
    $0
    Other
    $598,641
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $242,311
    Bonus
    $294,348
    Other
    $235,769
    Deferred
    $584,195
    Nontaxable benefits
    $14,446
    Filer's total
    $1,371,069

  • Shanna Johnson

    INTERIM CEO (START 7/2023)

    Total calculated
    $585,283
    From this org
    $0
    From related orgs
    $534,903
    Other
    $50,380
    Hours/week
    30 + 31 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,809 related
    Bonus
    $0 + $123,498 related
    Other
    $0 + $14,596 related
    Deferred
    $0 + $45,624 related
    Nontaxable benefits
    $0 + $4,756 related
    Filer's total
    $0 + $585,283 related

  • Denise Brooks-Williams

    CEO- MARKETS

    Total calculated
    $1,689,777
    From this org
    $0
    From related orgs
    $1,641,896
    Other
    $47,881
    Hours/week
    20 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,054,577 related
    Bonus
    $0 + $317,037 related
    Other
    $0 + $270,282 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $20,440 related
    Filer's total
    $0 + $1,689,777 related

  • Terry A Goodbalian

    CFO NORTH MARKET

    Total calculated
    $448,949
    From this org
    $0
    From related orgs
    $391,587
    Other
    $57,362
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $303,424 related
    Bonus
    $0 + $72,434 related
    Other
    $0 + $15,729 related
    Deferred
    $0 + $27,306 related
    Nontaxable benefits
    $0 + $30,056 related
    Filer's total
    $0 + $448,949 related

  • Michael Markel Jr RN

    VP-OPERATIONS/CNO

    Total calculated
    $448,959
    From this org
    $397,693
    From related orgs
    $0
    Other
    $51,266
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $288,411
    Bonus
    $86,782
    Other
    $22,500
    Deferred
    $27,429
    Nontaxable benefits
    $23,837
    Filer's total
    $448,959

  • Christopher Milback MD

    CMO

    Total calculated
    $592,473
    From this org
    $549,547
    From related orgs
    $0
    Other
    $42,926
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $423,807
    Bonus
    $118,206
    Other
    $7,534
    Deferred
    $4,950
    Nontaxable benefits
    $37,976
    Filer's total
    $592,473

  • Kenneth A Scott Do

    PHYSICIAN

    Total calculated
    $1,287,078
    From this org
    $1,221,860
    From related orgs
    $0
    Other
    $65,218
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $921,479
    Bonus
    $191,560
    Other
    $108,821
    Deferred
    $27,441
    Nontaxable benefits
    $37,777
    Filer's total
    $1,287,078

  • Mark T Ryan Do

    PHYSICIAN

    Total calculated
    $988,615
    From this org
    $949,009
    From related orgs
    $0
    Other
    $39,606
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $902,204
    Bonus
    $0
    Other
    $46,805
    Deferred
    $27,441
    Nontaxable benefits
    $12,165
    Filer's total
    $988,615

  • Peter P Lopez MD

    PHYSICIAN

    Total calculated
    $952,273
    From this org
    $898,225
    From related orgs
    $0
    Other
    $54,048
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $316,504
    Bonus
    $68,700
    Other
    $513,021
    Deferred
    $4,950
    Nontaxable benefits
    $49,098
    Filer's total
    $952,273

  • Eddie El-Yussif Do

    PHYSICIAN

    Total calculated
    $1,001,416
    From this org
    $940,196
    From related orgs
    $0
    Other
    $61,220
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $863,656
    Bonus
    $0
    Other
    $76,540
    Deferred
    $27,441
    Nontaxable benefits
    $33,779
    Filer's total
    $1,001,416

  • Raed M Alnajjar MD

    PHYSICIAN

    Total calculated
    $1,711,541
    From this org
    $1,648,229
    From related orgs
    $0
    Other
    $63,312
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $764,937
    Bonus
    $757,837
    Other
    $125,455
    Deferred
    $27,441
    Nontaxable benefits
    $35,871
    Filer's total
    $1,711,541

  • William A Conway MD

    FORMER DIRECTOR/PHYSICIAN

    Total calculated
    $201,780
    From this org
    $0
    From related orgs
    $167,405
    Other
    $34,375
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,405 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,691 related
    Nontaxable benefits
    $0 + $22,684 related
    Filer's total
    $0 + $201,780 related

  • Kathleen L Yaremchuk MD

    FORMER DIRECTOR/PHYSICIAN

    Total calculated
    $1,062,472
    From this org
    $0
    From related orgs
    $1,004,264
    Other
    $58,208
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $857,338 related
    Bonus
    $0 + $122,085 related
    Other
    $0 + $24,841 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $30,767 related
    Filer's total
    $0 + $1,062,472 related

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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 1A
IT IS THE ORGANIZATION'S POLICY TO PAY OR REIMBURSE EMPLOYEES FOR BONAFIDE BUSINESS TRAVEL BASED ON THE MOST COST EFFECTIVE MEANS AVAILABLE. GENERALLY, WHEN AIR TRAVEL IS INVOLVED THIS EQUATES TO COACH CLASS AIR FARE. UNDER CERTAIN CIRCUMSTANCES, SUCH AS WHEN COACH CLASS IS NOT AVAILABLE OR THE TRIP IS OF AN EXTENSIVE DURATION, SENIOR LEADERSHIP HAS APPROVED BUSINESS CLASS, FIRST CLASS OR CHARTER TRAVEL. IN SUCH CIRCUMSTANCES, THE TRAVEL IS CONSIDERED TO BE FOR A BONAFIDE BUSINESS PURPOSE; ACCORDINGLY NO TAXABLE INCOME IS REPORTED. THERE WERE NO PAYMENTS OR REIMBURSEMENTS OF FIRST CLASS DURING 2023. CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP RECEIVE MEMBERSHIP TO SOCIAL CLUBS INTENDED TO FURTHER THE BUSINESS NEEDS OF THE ORGANIZATION. USAGE IS REIMBURSED ON A CASE BY CASE BASIS BASED UPON DOCUMENTATION OF BUSINESS PURPOSE. ADDITIONALLY, IN CONNECTION WITH THE RECRUITMENT AND EMPLOYMENT OF LEADERS AND PHYSICIANS THE ORGANIZATION AGREES AT TIMES TO PROVIDE TEMPORARY HOUSING AND RELOCATION SERVICES. INTERNAL REVENUE SERVICE GUIDELINES ARE ADHERED TO REGARDING THE REPORTING AND TAXATION OF ALL SUCH ITEMS. THE VALUE OF SUCH SERVICES IS ALSO INCLUDED IN THE EVALUATION OF REASONABLE COMPENSATION. CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP TEAM PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PROGRAM THAT RESULTS IN REPORTABLE TAXABLE INCOME AS THE BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. THE ORGANIZATION ALSO OFFERS CERTAIN MEMBERS OF LEADERSHIP THE OPTION OF PARTICIPATING IN AN IRC SEC 457 BENEFIT PROGRAM WHICH ALSO RESULTS IN REPORTABLE TAXABLE INCOME AS BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. IT IS AN ELEMENT OF THE PLAN DESIGN TO ABSORB THE ADVANCE TAX IMPACT OF THESE PLANS FOR THE PARTICIPANTS. IN SUCH CASES THE RELATED AMOUNTS ARE REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL AND INCLUDED IN THE DETERMINATION OF REASONABLE COMPENSATION. SEE Q. 4B FOR THE REQUIRED LISTING OF THE PARTICIPATING INDIVIDUALS.
PART I, LINE 4B
SCH J, LINE 4B, PERSONS PARTICIPATING IN NONQUALIFIED RETIREMENT PLANS SEC 457(F) - SUPPLEMENTAL HFHS EXECUTIVE RETIREMENT PLAN (SERP) TAXABLE NON TAXABLE REPORTABLE 2023 ACCRUAL NON-VESTED DISTRIBUTIONS DISTRIBUTIONS W-2 AMOUNTS PARTICIPANT BARBARA W. ROSSMANN - - 234,069 568,269 234,069 MICHELLE JOHNSON TIDJANI 220,161 - - - 220,161 DENISE BROOKS-WILLIAMS 229,220 - - - 229,220 ROBIN DAMSCHRODER 370,240 - - - 370,240 ROBERT RINEY 736,518 - - - 736,518 SHANNA JOHNSON - 40,674 - - - CONTRIBUTIONS TO SEC 457(B)-NON-QUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2023 CONTRIBUTIONS 2023 CONTRIBUTIONS TAX GROSS-UP W-2 AMOUNTS BARBARA W. ROSSMANN 1,700 - - 1,700 RONALD LEVIN, M.D. 5,017 14,107 339 19,463 MARK RYAN, M.D. 1,920 20,580 495 22,995 KENNETH A. SCOTT - 22,500 541 23,041 EDDIE EL-YUSSIF 2,813 19,687 474 22,974 ROBIN S. DAMSCHRODER 22,500 - - 22,500 DENISE BROOKS-WILLIAMS 16,900 - - 16,900 MICHELLE JOHNSON TIDJANI 19,904 - - 19,904 KATHLEEN YAREMCHUK, M.D. - 22,500 541 23,041 CHRISTOPHER MILBACK, M.D. 800 4,015 96 4,911 RAED ALAJJAR, M.D. 6,158 16,342 393 22,893 ROBERT RINEY 22,500 - - 22,500 JAMES PEABODY, M.D. 12,639 9,861 237 22,737 MICHAEL J MARKEL, JR. 22,500 - - 22,500 PETER P LOPEZ, M.D. 19,494 1,837 44 21,375

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.

  • NORTHWEST DETROIT DIALYSIS

    N/A · OPERATE DIALYSIS CLINIC · MI

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • MACOMB REGIONAL DIALYSIS CENTERS

    N/A · OPERATE DIALYSIS CLINICS · MI

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • FOOTE HEALTH CENTER ASSOCIATES

    N/A · LESSOR OF MEDICAL CONDOMINIUM · MI

    Directly controlled by HENRY FORD HEALTH JACKSON HOSPITAL

  • HFHS-SCA HOLDINGS LLC

    N/A · OUTPATIENT SURGERY CLINICS · MI

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • HAP EMPOWERED HOLDING LLC

    N/A · HOLDING COMPANY · DE

    Directly controlled by HEALTH ALLIANCE PLAN OF MICHIGAN

Related corporations and trusts

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

  • HENRY FORD ELIJAH MCCOY CONDOMINIUM ASSOCIATION

    C · CONDOMINIUM ASSOCIATION · MI · controlled entity

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • FAIRLANE HEALTH SERVICES

    C · HEALTHCARE MANAGEMENT · MI · controlled entity

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • ALLIANCE HEALTH AND LIFE INSURANCE

    C · HEALTH INSURANCE PROVIDER · MI · controlled entity

    Directly controlled by HEALTH ALLIANCE PLAN

  • SHA REALTY INC

    C · REAL ESTATE HOLDING · MI · controlled entity

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • ONIKA INSURANCE LTD

    C · CAPTIVE INSURANCE · CJ · controlled entity

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • HENRY FORD PHYSICIAN NETWORK

    C · PHYSICIAN NETWORK · MI · controlled entity

    Directly controlled by HENRY FORD HEALTH SYSTEM

  • ADMINISTRATION SYSTEMS RESEARCH CORPORATION

    C · THIRD PARTY INSURANCE ADMINISTRATOR · MI · controlled entity

    Directly controlled by HEALTH ALLIANCE PLAN

  • HAP CARESOURCE

    C · HEALTH INSURANCE PROVIDER · MI · controlled entity

    Directly controlled by HEALTH ALLIANCE PLAN

  • HENRY FORD ALLEGIANCE PHARMACY

    C · PHARMACY · MI · controlled entity

    Directly controlled by HENRY FORD ALLEGIANCE HEALTH GROUP

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202413129349303271

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