Form 990 for tax year 2022
Filed by SPARROW HEALTH SYSTEM.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 12 June 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $77,434,170 changed to $162,255,597
- Total expenses
- $87,024,275 changed to $160,698,780
- Contributions and grants received
- $4,856 changed to $117,733
- Program service revenue
- $3,387,783 changed to $10,455,919
- Investment income
- $513,421 changed to $1,223,687
- Other revenue
- $73,528,110 changed to $150,458,258
- Total assets, end of year
- $1,237,955,988 changed to $1,041,796,926
- Total liabilities, end of year
- $59,585,485 changed to $47,824,437
- Net assets or fund balances, end of year
- $1,178,370,503 changed to $993,972,489
- Program services expenses
- $8,142,671 changed to $15,606,935
- Management and general expenses
- $78,881,604 changed to $145,091,845
- Program service expenses (Part III)
- $8,142,671 changed to $15,606,935
Listed only on the earlier return
- Christine GoeschelCHRISTINE GOESCHEL
- Hae Mi ChoeHAE MI CHOE
- James DoverJAMES DOVER
- Joseph RuthJOSEPH RUTH
- Kimberly RossKIMBERLY ROSS
- Margaret Dimond PhDMARGARET DIMOND PHD
Listed only on the later return
- Andrea KosloskiANDREA KOSLOSKI
- Bruce ShivelyBRUCE SHIVELY
- Christine Goeschel RN PhDCHRISTINE GOESCHEL RN PHD
- Christopher HoldaCHRISTOPHER HOLDA
- Dave HuntDAVE HUNT
- David KrugerDAVID KRUGER
- Greg BroganGREG BROGAN
- James F DoverJAMES F DOVER
- Joe RuthJOE RUTH
- Karen Kent-Van Gorder MDKAREN KENT-VAN GORDER MD
- Matthew NobisMATTHEW NOBIS
- Rachel LipinskiRACHEL LIPINSKI
- Trent CarpenterTRENT CARPENTER
- William HoweWILLIAM HOWE
Listed under a different title
- David ManganDAVID MANGAN: VP MARKET & then VP MARKETING
- Douglas Edema MDDOUGLAS EDEMA MD: VP SMG then VP SPARROW M
- Lisa PascoeLISA PASCOE: DIR CORP GOV then VP GOV & SYS
- Paul EntlerPAUL ENTLER: VP QUALITY A then VP QUAL & PE
- Paula ReichlePAULA REICHLE: SRVP/CFO/TRE then SR VP/CFO/TR
- Teresa ZnidarsicTERESA ZNIDARSIC: VP CHIEF HR then EXEC DIR - H
Totals
- Total revenue
- $77,434,170
- Total expenses
- $87,024,275
- Contributions and grants received
- $4,856
- Grants paid
- $0
- Program service revenue
- $3,387,783
- Investment income
- $513,421
- Other revenue
- $73,528,110
- Total assets, end of year
- $1,237,955,988
- Total liabilities, end of year
- $59,585,485
- Net assets or fund balances, end of year
- $1,178,370,503
- Program services expenses (Part IX)
- $8,142,671
- Management and general expenses
- $78,881,604
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,142,671
Program services were 9.4% 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.
-
1d · Related organizations
$4,856
-
2a · Program service revenue: SPARROW CARE NETWORK
total $2,808,621 · related or exempt $2,808,621
-
2b · Program service revenue: OTHER CONTRACT REVENUE
total $579,162 · related or exempt $579,162
-
3 · Investment income
total $233,649 · excluded $233,649
-
6a · Gross rents
real property $148,841
-
6b · Less rental expenses
real property $316,527
-
6c · Rental income or loss
real property -$167,686
-
6d · Net rental income or loss
total -$167,686 · excluded -$167,686
-
7a · Gross sales of assets other than inventory
securities $279,772
-
7c · Gain or loss
securities $279,772
-
7d · Net gain or loss
total $279,772 · excluded $279,772
-
11a · Other revenue: ALLOCATION REIMBURSEMENT
total $73,695,796 · related or exempt $73,695,796
-
11e · Other revenue, total
$73,695,796
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $3,925,035 · management and general $3,925,035
-
7 · Other salaries and wages
total $29,688,592 · program services $4,654,008 · management and general $25,034,584
-
8 · Pension plan contributions
total $1,840,907 · program services $254,884 · management and general $1,586,023
-
9 · Other employee benefits
total $3,988,290 · program services $855,575 · management and general $3,132,715
-
10 · Payroll taxes
total $2,417,819 · program services $344,202 · management and general $2,073,617
-
11b · Fees: legal
total $754,127 · management and general $754,127
-
11c · Fees: accounting
total $286,227 · management and general $286,227
-
11g · Fees: other
total $1,014,771 · program services $251,611 · management and general $763,160
-
12 · Advertising and promotion
total $2,865,213 · program services $4,387 · management and general $2,860,826
-
13 · Office expenses
total $131,278 · program services $13,084 · management and general $118,194
-
14 · Information technology
total $12,528,253 · program services $125 · management and general $12,528,128
-
16 · Occupancy
total $1,204,917 · program services $218,745 · management and general $986,172
-
19 · Conferences, conventions and meetings
total $836,377 · program services $58,692 · management and general $777,685
-
20 · Interest
total $167,804 · management and general $167,804
-
22 · Depreciation, depletion and amortization
total $5,071,158 · management and general $5,071,158
-
23 · Insurance
total $1,389,234 · management and general $1,389,234
-
24a · Other expenses: EXTROADINARY EVENT
total $10,206,195 · management and general $10,206,195
-
24b · Other expenses: PURCHASED SERVICES
total $6,305,455 · program services $1,349,084 · management and general $4,956,371
-
24c · Other expenses: PHYSICIAN INCENTIVE
total $1,271,002 · management and general $1,271,002
-
24d · Other expenses: SUPPLIES
total $900,459 · program services $43,891 · management and general $856,568
-
24e · All other expenses
total $231,162 · program services $94,383 · management and general $136,779
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,089,514 · end of year $5,208,278
-
4 · Accounts receivable
beginning of year $35,499,097 · end of year $41,356,973
-
9 · Prepaid expenses and deferred charges
beginning of year $8,881,776 · end of year $9,350,756
-
10a · Land, buildings and equipment: cost or other basis
$53,802,843
-
10b · Land, buildings and equipment: accumulated depreciation
$26,550,294
-
10c · Land, buildings and equipment, net
beginning of year $28,245,836 · end of year $27,252,549
-
11 · Investments: publicly traded securities
beginning of year $13,544,592 · end of year $14,484,720
-
13 · Investments: program-related
beginning of year $938,898,723 · end of year $1,132,493,187
-
15 · Other assets
beginning of year $13,637,388 · end of year $7,809,525
-
17 · Accounts payable and accrued expenses
beginning of year $39,055,759 · end of year $56,239,283
-
19 · Deferred revenue
beginning of year $300,000 · end of year $150,000
-
23 · Secured mortgages and notes payable
beginning of year $2,873,050
-
25 · Other liabilities
beginning of year $5,595,628 · end of year $3,196,202
-
27 · Net assets without donor restrictions
beginning of year $993,972,489 · end of year $1,178,370,503
Mission and programs · 2022
Mission
IMPROVING THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES BY PROVIDING QUALITY, COMPASSIONATE CARE TO EVERYONE, EVERY TIME.
Activities or mission (Part I)
IMPROVING THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES BY PROVIDING QUALITY, COMPASSIONATE CARE TO EVERYONE, EVERYTIME.
-
SPARROW HEALTH SYSTEM (SHS), PART OF UNIVERSITY OF MICHIGAN HEALTH, IS A FULLY INTEGRATED HEALTHCARE SYSTEM HEADQUARTERED IN LANSING, MICH. SERVING A CORE EIGHT-COUNTY REGION IN MID-MICHIGAN. SHS INCLUDES SIX HOSPITALS ENCOMPASSING 845 LICENSED HOSPITAL BEDS, 36 HOSPICE BEDS, MORE THAN 150 AMBULATORY/OUTPATIENT LOCATIONS, HUNDREDS OF EMPLOYED PHYSICIANS, A HEALTH PLAN, AND A POST-ACUTE CARE NETWORK CONSISTING OF OUTREACH LABORATORY, HOMECARE, HOSPICE, PHARMACY, AND DME SERVICES. SHS ALSO OWNS AND OPERATES THE MICHIGAN ATHLETIC CLUB, THE LARGEST HOSPITAL-OWNED FITNESS CLUB IN THE UNITED STATES. SHS IS A MICHIGAN NON STOCK, NON PROFIT TAX-EXEMPT CORPORATION, AND IS THE PARENT CORPORATION OF THE FOLLOWING TAX-EXEMPT, 501(C)(3) ENTITIES: EDWARD W. SPARROW HOSPITAL ASSOCIATION (E. W. SPARROW HOSPITAL), SPARROW CARSON HOSPITAL, SPARROW CLINTON HOSPITAL, SPARROW EATON HOSPITAL, SPARROW IONIA HOSPITAL, SPARROW SPECIALTY HOSPITAL, SPARROW COMMUNITY CARE, AND SPARROW FOUNDATION. SPARROW FOUNDATION SERVES AS THE FUNDRAISING ARM OF SHS. EACH OF THESE ENTITIES FILE THEIR OWN 990 RETURN. LASTLY, SHS IS THE PARENT CORPORATION OF SPARROW DEVELOPMENT, INC. (SDI), A MICHIGAN STOCK, FOR-PROFIT CORPORATION. SDI INCLUDES, AS MENTIONED ABOVE, THE MICHIGAN ATHLETIC CLUB (MAC), AS WELL AS THE MAC RESTAURANT, AND ST. LAWRENCE OR MANAGEMENT COMPANY, LLC. ON APRIL 1, 2023, SPARROW HEALTH SYSTEM, THE REGENTS OF THE UNIVERSITY OF MICHIGAN, AND UM HEALTH CONSUMMATED THEIR AFFILIATION PURSUANT TO AN AFFILIATION AGREEMENT DATED DECEMBER 8, 2022. AS A RESULT OF THE TRANSACTION, UM HEALTH BECAME THE SOLE MEMBER OF SPARROW AND RECEIVED AN ASSIGNMENT OF SPARROW'S MEMBERSHIP INTEREST IN PHP HOLDINGS, LLC. PHP HOLDINGS IS THE SOLE MEMBER OF CERTAIN JOINT VENTURES, INCLUDING PHYSICIANS HEALTH PLAN, A PROVIDER-SPONSORED HEALTH PLAN. THE PARTNERSHIP, STRUCTURED AS A MEMBERSHIP SUBSTITUTION, BETWEEN UM HEALTH AND SPARROW HEALTH SYSTEM IS AIMED AT EXPANDING SERVICES TO MID-MICHIGAN RESIDENTS, PROVIDING INCREASED ACCESS TO THE HIGHEST LEVEL OF CARE, AND IMPROVING FACILITIES AND TECHNOLOGIES. SPARROW HEALTH WILL PLAY A KEY ROLE IN UM HEALTH ESTABLISHING A STATEWIDE SYSTEM OF CARE. THIS PARTNERSHIP IS A DEFINITIVE STEP FORWARD TO POSITION THE COMBINED ORGANIZATION AND TEAMS FOR CONTINUED GROWTH AND LONG-TERM SUCCESS. BY COMING TOGETHER, THE COMBINED ORGANIZATION IS CREATING A CLINICAL CARE NETWORK THAT BUILDS UPON THE STRENGTHS OF THE WORLD-CLASS UM HEALTH ACADEMIC MEDICAL CENTER AND SPARROW HEALTH'S SUCCESSFUL COMMUNITY-BASED HEALTH SYSTEM. JOINING UM HEALTH ENABLES SPARROW TO ACCELERATE THE EXPANSION OF SERVICES, BUILD GREATER BREADTH AND DEPTH OF CLINICAL EXPERTISE, AND SEAMLESSLY INTEGRATE LEADING-EDGE TECHNOLOGY AND OTHER UPDATES INTO FACILITIES.
Expenses $8,142,671 · Revenue $3,387,783
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dan BaliceDAN BALICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jeff BensonJEFF BENSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Richard BrunerRICHARD BRUNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Brian CalleyBRIAN CALLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Hae Mi ChoeHAE MI CHOE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James DoverJAMES DOVER
PRESIDENT/CE
- Total calculated
- $0
- Hours/week
- 40
-
Christine GoeschelCHRISTINE GOESCHEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James HallanJAMES HALLAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James HerbertJAMES HERBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Iftiker Ahmad MDIFTIKER AHMAD MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nancy McKeagueNANCY MCKEAGUE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Candace MetcalfCANDACE METCALF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sandra PearsonSANDRA PEARSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John PirichJOHN PIRICH
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Kelly PrestonKELLY PRESTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kimberly RossKIMBERLY ROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lisa Webb SharpeLISA WEBB SHARPE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Thomas BresTHOMAS BRES
SRVP/CAO/CIO
- Total calculated
- $0
- Hours/week
- 40
-
Kira Carter-RobertsonKIRA CARTER-ROBERTSON
VP AFFILIATE
- Total calculated
- $0
- Hours/week
- 40
-
Brad CrawfordBRAD CRAWFORD
VP/COO SMG O
- Total calculated
- $0
- Hours/week
- 40
-
Paul EntlerPAUL ENTLER
VP QUALITY A
- Total calculated
- $0
- Hours/week
- 40
-
John HydenJOHN HYDEN
VP CHIEF INT
- Total calculated
- $0
- Hours/week
- 40
-
Ami KihnAMI KIHN
VP REVENUE C
- Total calculated
- $0
- Hours/week
- 40
-
Douglas Edema MDDOUGLAS EDEMA MD
VP SMG
- Total calculated
- $0
- Hours/week
- 40
-
David ManganDAVID MANGAN
VP MARKET &
- Total calculated
- $0
- Hours/week
- 40
-
Lisa PascoeLISA PASCOE
DIR CORP GOV
- Total calculated
- $0
- Hours/week
- 40
-
Margaret Dimond PhDMARGARET DIMOND PHD
REGIONAL PRE
- Total calculated
- $0
- Hours/week
- 35 + 5 related
-
Paula ReichlePAULA REICHLE
SRVP/CFO/TRE
- Total calculated
- $0
- Hours/week
- 40
-
Joseph RuthJOSEPH RUTH
EXEC VP COO
- Total calculated
- $0
- Hours/week
- 40
-
Kathleen SmithKATHLEEN SMITH
VP IT OPERAT
- Total calculated
- $0
- Hours/week
- 40
-
Teresa ZnidarsicTERESA ZNIDARSIC
VP CHIEF HR
- Total calculated
- $0
- Hours/week
- 40
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.
Grants on this return
No itemized grants to organizations 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.
-
REGENTS OF THE UNIV OF MICHIGAN
501C3 · SCHOOL · MI
-
WEST MICHIGAN RADIATION ONCOLOGY
501C3 · HOSPITAL · MI
-
METROPOLITAN HOSPITAL (UMH WEST)
501C3 · HOSPITAL · MI · controlled entity
Directly controlled by UM HEALTH
-
501C3 · SUP ORG · MI
Directly controlled by UM
-
501C3 · SUP HOSP · MI · controlled entity
Directly controlled by METRO HOSP
-
501C3 · HOME HLTH · MI · controlled entity
Directly controlled by SHS
-
501C4 · INSURANCE · MI · controlled entity
Directly controlled by PHP HO LLC
-
501C4 · HMO · MI · controlled entity
Directly controlled by PHP
-
501C4 · HMO · MI · controlled entity
Directly controlled by PHP HO LLC
-
501C3 · FUNDRAISE · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
501C3 · LT ACUTE C · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
SPARROW CLINICAL RESEARCH HOSPITAL
501C3 · RESEARCH · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
HAYES GREEN BEACH HOSPITAL AUXILIAR
501C3 · FUNDRAISE · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
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.
-
SPARROW CARE NETWORK
CLIN INTEG · MI
Directly controlled by SHS
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
MICHIGAN DIALYSIS SERVICES LLC
DIALYSIS · MI
-
PHYSICIAN ORGANIZATION OF MI ACO
HEALTHCARE · MI
-
PHP HOLDINGS LLC
HOLDING CO · MI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
KENT HEALTH CARE PHYSICIAN ORG
HEALTHCARE · MI · controlled entity
-
SPARROW DEVELOPMENT INC
RENTAL PRO · MI · controlled entity
-
PHP INSURANCE COMPANY
INSURANCE · MI · controlled entity
-
PHP SERVICE COMPANY
MED SERV · MI · controlled entity
-
EAST LANSING ATHLETIC CLUB
HLTH CLUB · MI · controlled entity
-
MAC RESTAURANT LLC
RESTAURANT · MI · controlled entity
-
CLINTON SERVICES CORPORATION
SERVICES · MI · controlled entity
-
EAST LANSING HLTH ATH CLUB & HSP
CONDO ASSO · MI · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349303284
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