Form 990 for tax year 2023
Filed by THE MEMORIAL HEALTH CARE FOUNDATION.
Totals
- Total revenue
- $1,215,417
- Total expenses
- $639,968
- Contributions and grants received
- $778,538
- Grants paid
- $495,340
- Program service revenue
- $0
- Investment income
- $447,717
- Other revenue
- -$10,838
- Total assets, end of year
- $10,072,223
- Total liabilities, end of year
- $383,342
- Net assets or fund balances, end of year
- $9,688,881
- Program services expenses (Part IX)
- $495,340
- Management and general expenses
- $25,810
- Fundraising expenses
- $118,818
- Program service expenses (Part III)
- $495,340
Program services were 77.4% 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
$115,600
-
1f · All other contributions, gifts and grants
$662,938
-
3 · Investment income
total $337,505 · excluded $337,505
-
7a · Gross sales of assets other than inventory
securities $110,212
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $110,212
-
7d · Net gain or loss
total $110,212 · excluded $110,212
-
8a · Fundraising events: gross income
$87,285
-
8a · Fundraising events: contributions included on line 1c
$115,600
-
8b · Fundraising events: direct expenses
$98,123
-
8c · Net income from fundraising events
total -$10,838 · excluded -$10,838
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $495,340 · program services $495,340
-
7 · Other salaries and wages
total $58,273 · fundraising $58,273
-
9 · Other employee benefits
total $19,770 · fundraising $19,770
-
10 · Payroll taxes
total $10,643 · fundraising $10,643
-
11f · Fees: investment management
total $25,810 · management and general $25,810
-
11g · Fees: other
total $2,841 · fundraising $2,841
-
13 · Office expenses
total $2,306 · fundraising $2,306
-
16 · Occupancy
total $22,456 · fundraising $22,456
-
24a · Other expenses: DONOR RECOGNITION
total $2,114 · fundraising $2,114
-
24b · Other expenses: SUBSCRIPTIONS
total $245 · fundraising $245
-
24c · Other expenses: MISCELLANEOUS EXPENSE
total $170 · fundraising $170
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $138,168 · end of year $102,850
-
2 · Savings and temporary cash investments
beginning of year $448,874 · end of year $492,944
-
3 · Pledges and grants receivable
beginning of year $271,274 · end of year $140,737
-
9 · Prepaid expenses and deferred charges
end of year $42,133
-
11 · Investments: publicly traded securities
beginning of year $8,558,908 · end of year $9,293,559
-
19 · Deferred revenue
beginning of year $59,497 · end of year $14,996
-
25 · Other liabilities
beginning of year $596,617 · end of year $368,346
-
27 · Net assets without donor restrictions
beginning of year $5,911,278 · end of year $6,776,250
-
28 · Net assets with donor restrictions
beginning of year $2,849,832 · end of year $2,912,631
Mission and programs · 2023
Mission
THROUGH FUND DEVELOPMENT, WE SERVE OUR COMMUNITY BY ASSISTING MEMORIAL HEALTHCARE ACHIEVE ITS MISSION TO PROMOTE HEALTH AND PROVIDE QUALITY COMPASSIONATE HEALTHCARE IN THE SHIAWASSEE REGION.
Activities or mission (Part I)
THROUGH FUND AND DEVELOPMENT, WE SERVE OUR COMMUNITY BY ASSISTING MEMORIAL HEALTHCARE ACHIEVE ITS MISSION TO PROMOTE HEALTH AND PROVED QUALITY COMPASSIONATE HEALTHCARE IN THE SHIAWASSEE REGION.
-
FUND DEVELOPMENT SERVICES PROVIDED TO ASSIST MEMORIAL HEALTHCARE. CAPITAL IMPROVEMENTS AND EQUIPMENT/SUPPLIES: $495,340
Expenses $495,340 · Grants $495,340
As filed on the 2023 return.
Listed in Part VII
-
Brian LongBRIAN LONG
CEO MEMORIAL HEALTHCARE
- Total calculated
- $708,137
- From this org
- $0
- From related orgs
- $687,747
- Other
- $20,390
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $0 + $645,410 related
- Bonus
- $0 + $42,337 related
- Other
- $0
- Deferred
- $0 + $6,600 related
- Nontaxable benefits
- $0 + $13,790 related
- Filer's total
- $0 + $708,137 related
-
Anthony A Patsy DoANTHONY A PATSY DO
MEMBER
- Total calculated
- $358,803
- From this org
- $0
- From related orgs
- $333,899
- Other
- $24,904
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $307,914 related
- Bonus
- $0 + $25,985 related
- Other
- $0
- Deferred
- $0 + $6,220 related
- Nontaxable benefits
- $0 + $18,684 related
- Filer's total
- $0 + $358,803 related
-
Brigitte GurdenBRIGITTE GURDEN
EXECUTIVE DIRECTOR
- Total calculated
- $102,207
- From this org
- $0
- From related orgs
- $81,722
- Other
- $20,485
- Hours/week
- 40
-
Patrick A Wegman IIPATRICK A WEGMAN II
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Nick TereckNICK TERECK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Julie OmerJULIE OMER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa HoodLISA HOOD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stavroula A ErfourthSTAVROULA A ERFOURTH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael AshMICHAEL ASH
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Ann Marie BentleyANN MARIE BENTLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas CookTHOMAS COOK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul EarlyPAUL EARLY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John E EmersonJOHN E EMERSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janae FearJANAE FEAR
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tyler McGeehanTYLER MCGEEHAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian SpringsdorfBRIAN SPRINGSDORF
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jacklyn HurdJACKLYN HURD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles ThompsonCHARLES THOMPSON
MEMBER
- Total calculated
- $139,849
- From this org
- $0
- From related orgs
- $130,341
- Other
- $9,508
- Hours/week
- 1 + 39 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- MEMORIAL HEALTHCARE, THE RELATED ORGANIZATION, ESTABLISHES THE RELATED ORGANIZATION'S EXECUTIVE COMPENSATION USING COMPENSATION SURVEYS/STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
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
-
$495,340
GRANTS PROVIDED TO MEMORIAL HEALTHCARE FOR PURPOSES INCLUDING PATIENT CARE, EDUCATION, AND EQUIPMENT PURCHASES.
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.
-
501(C)(3) · TO PROVIDE HEALTHCARE SERVICES TO PATIENTS. · MI
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
MEMORIAL HEALTHCARE PAIN MANAGEMENTY LLC
PROVIDE OUTPATENT PAIN MANAGEMENT SERVICES · MI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MCH DEVELOPMENT CORPORATION
C · DEVELOPMENT OF ASSISTED LIVING PROPERTY · MI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349304124
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