Totals
- Total revenue
- $106,873,552
- Total expenses
- $103,314,820
- Contributions and grants received
- $576,142
- Grants paid
- $0
- Program services expenses (Part IX)
- $88,141,871
- Management and general expenses
- $15,072,323
- Fundraising expenses
- $100,626
- Program service expenses (Part III)
- $88,141,871
Program services were 85.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
EDWIN A NESS
DIRECTOR
- Total calculated
- $2,922,871
- From this org
- $0
- From related orgs
- $2,668,995
- Other
- $253,876
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,017,265 related
- Bonus
- not reported + $532,036 related
- Other
- not reported + $1,119,694 related
- Deferred
- not reported + $223,966 related
- Nontaxable benefits
- not reported + $29,910 related
- Filer's total
- not reported + $2,922,871 related
-
JAMES SHURLOW
SURGEON
- Total calculated
- $1,412,734
- From this org
- $1,892
- From related orgs
- $1,362,545
- Other
- $48,297
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $1,873 + $945,143 related
- Bonus
- not reported + $394,011 related
- Other
- $19 + $23,391 related
- Deferred
- not reported + $17,285 related
- Nontaxable benefits
- $31 + $30,981 related
- Filer's total
- $1,923 + $1,410,811 related
-
LAURA GLENN
COO
- Total calculated
- $1,141,163
- From this org
- $0
- From related orgs
- $1,029,397
- Other
- $111,766
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $627,293 related
- Bonus
- not reported + $354,753 related
- Other
- not reported + $47,351 related
- Deferred
- not reported + $85,536 related
- Nontaxable benefits
- not reported + $26,230 related
- Filer's total
- not reported + $1,141,163 related
-
MICHAEL VANWAGNER DO
ORTHOPEDIC S
- Total calculated
- $990,030
- From this org
- $25,885
- From related orgs
- $934,188
- Other
- $29,957
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $25,207 + $690,480 related
- Bonus
- not reported + $211,836 related
- Other
- $678 + $31,872 related
- Deferred
- $101 + $17,184 related
- Nontaxable benefits
- $480 + $12,192 related
- Filer's total
- $26,466 + $963,564 related
-
PAUL KONOPACKI
CFO
- Total calculated
- $801,715
- From this org
- $0
- From related orgs
- $708,738
- Other
- $92,977
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $564,989 related
- Bonus
- not reported + $142,802 related
- Other
- not reported + $947 related
- Deferred
- not reported + $69,237 related
- Nontaxable benefits
- not reported + $23,740 related
- Filer's total
- not reported + $801,715 related
-
MATTHEW DUBIEL MD
ORTHOPEDIC S
- Total calculated
- $771,269
- From this org
- $68,945
- From related orgs
- $655,932
- Other
- $46,392
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $66,643 + $553,814 related
- Bonus
- not reported + $81,009 related
- Other
- $2,302 + $21,109 related
- Deferred
- $521 + $16,764 related
- Nontaxable benefits
- $2,913 + $26,194 related
- Filer's total
- $72,379 + $698,890 related
-
DINO RECCHIA MD
DIRECTOR
- Total calculated
- $746,394
- From this org
- $0
- From related orgs
- $715,300
- Other
- $31,094
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $651,441 related
- Bonus
- not reported + $38,148 related
- Other
- not reported + $25,711 related
- Deferred
- not reported + $17,285 related
- Nontaxable benefits
- not reported + $13,809 related
- Filer's total
- not reported + $746,394 related
-
JASON BENNETT DO
ORTHOPEDIC S
- Total calculated
- $653,019
- From this org
- $605,602
- From related orgs
- $0
- Other
- $47,417
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $566,106
- Bonus
- $15,000
- Other
- $24,496
- Deferred
- $17,285
- Nontaxable benefits
- $30,132
- Filer's total
- $653,019
-
BRIAN STIRLING MD
PHYSICIAN
- Total calculated
- $650,260
- From this org
- $600,916
- From related orgs
- $0
- Other
- $49,344
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $525,748
- Bonus
- $40,381
- Other
- $34,787
- Deferred
- $17,285
- Nontaxable benefits
- $32,059
- Filer's total
- $650,260
-
ELLEN SMITH
PRESIDENT AM
- Total calculated
- $548,244
- From this org
- $0
- From related orgs
- $538,574
- Other
- $9,670
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $320,045 related
- Bonus
- not reported
- Other
- not reported + $218,529 related
- Deferred
- not reported + $6,460 related
- Nontaxable benefits
- not reported + $3,210 related
- Filer's total
- not reported + $548,244 related
-
KIRSTEN KORTH-WHITE
PRESIDENT
- Total calculated
- $510,455
- From this org
- $0
- From related orgs
- $454,581
- Other
- $55,874
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported + $323,674 related
- Bonus
- not reported + $107,072 related
- Other
- not reported + $23,835 related
- Deferred
- not reported + $46,041 related
- Nontaxable benefits
- not reported + $9,833 related
- Filer's total
- not reported + $510,455 related
-
KATHLEEN LARAIA
VP ONCOLOGY
- Total calculated
- $437,443
- From this org
- $0
- From related orgs
- $377,922
- Other
- $59,521
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $295,038 related
- Bonus
- not reported + $74,331 related
- Other
- not reported + $8,553 related
- Deferred
- not reported + $33,981 related
- Nontaxable benefits
- not reported + $25,540 related
- Filer's total
- not reported + $437,443 related
-
VINCENT SCHULTZ MD
DIRECTOR
- Total calculated
- $401,470
- From this org
- $0
- From related orgs
- $355,887
- Other
- $45,583
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $311,935 related
- Bonus
- not reported + $28,428 related
- Other
- not reported + $15,524 related
- Deferred
- not reported + $17,285 related
- Nontaxable benefits
- not reported + $28,298 related
- Filer's total
- not reported + $401,470 related
-
CHRISTOPHER SQUIRE
VP ANCILLARY
- Total calculated
- $324,273
- From this org
- $0
- From related orgs
- $303,027
- Other
- $21,246
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $207,778 related
- Bonus
- not reported + $94,786 related
- Other
- not reported + $463 related
- Deferred
- not reported + $4,270 related
- Nontaxable benefits
- not reported + $16,976 related
- Filer's total
- not reported + $324,273 related
-
MICHAEL HODNETT
CNO/COO
- Total calculated
- $299,418
- From this org
- $251,351
- From related orgs
- $0
- Other
- $48,067
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,092
- Bonus
- $39,711
- Other
- $548
- Deferred
- $21,822
- Nontaxable benefits
- $26,245
- Filer's total
- $299,418
-
BONNIE KRUSZKA
CHIEF APP/CF
- Total calculated
- $285,862
- From this org
- $0
- From related orgs
- $257,229
- Other
- $28,633
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $241,950 related
- Bonus
- not reported + $14,760 related
- Other
- not reported + $519 related
- Deferred
- not reported + $26,882 related
- Nontaxable benefits
- not reported + $1,751 related
- Filer's total
- not reported + $285,862 related
-
KENNETH BLOEM
CHAIR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 12 related
-
MATT BULLOCH
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
NICK CEGLAREK
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
KATHY DIXON
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
JENNIFER KING
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
KARL KLIMEK
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
RUTH HOPPE MD
V CHAIR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 8 related
-
DAVE MENGEBIER
TREASURER
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 6 related
-
KIM MORLEY
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
TIM NELSON
SECRETARY
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 7 related
-
ANDY PAGE
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
BRIAN POSTMA
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
OWEN ROBERTS
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 2 related
-
MARY SANDERS
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 3 related
-
KRISTINE THOMAS
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 3 related
-
TOM VERYSER
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 1 related
-
ELAINE WOOD
DIRECTOR
- Total calculated
- $5,000
- From this org
- $0
- From related orgs
- $5,000
- Other
- $0
- Hours/week
- 0 + 6 related
-
DAVID MCCURDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
SAKURA TAKANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 1 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 — 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 · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PAGE 1, PART I, LINE 1A
- MUNSON HEALTHCARE MAINTAINS A SOCIAL MEMBERSHIP AT THE TRAVERSE CITY COUNTRY CLUB. A REQUIREMENT OF THE COUNTRY CLUB IS THAT A MEMBERSHIP BE IN AN INDIVIDUAL NAME AND NOT A CORPORATE NAME, SO EDWIN NESS IS LISTED AS THE INDIVIDUAL FOR THE MEMBERSHIP. MUNSON HEALTHCARE USES THE SOCIAL MEMBERSHIP TO CONDUCT OFF-SITE BUSINESS MEETINGS AND RETREATS.
- SCHEDULE J, PAGE 1, PART I, LINE 3
- THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE 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 SEVEN 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. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. THE MUNSON HEALTHCARE CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE ALSO REVIEWS THE SURVEY INFORMATION TO EVALUATE THE REASONABLENESS OF EXECUTIVE COMPENSATION. THAT ANALYSIS OCCURS EACH NOVEMBER. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- SCHEDULE J, PAGE 1, PART I, LINE 4
- EDWIN A. NESS 0 206,681 0 LAURA GLENN 0 68,251 0 PAUL KONOPACKI 0 57,121 0 ELLEN SMITH 94,157 0 0 KIRSTEN KORTH-WHITE 0 35,691 0 KATHLEEN LARAIA 0 18,364 0 MICHAEL HODNETT 0 11,913 0 BONNIE KRUSZKA 0 14,760 0
- SCHEDULE J, PAGE 1, PART I, LINE 7
- MUNSON HEALTHCARE EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON MEETING ORGANIZATIONAL GOALS, WHICH ARE SET IN ADVANCE AND APPROVED BY THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD. THE GOALS INCLUDE A COMBINATION OF FINANCIAL TARGETS, STRATEGIC TARGETS AND OPERATIONAL TARGETS INCLUDING QUALITY HEALTHCARE DELIVERY, DISEASE MANAGEMENT, PATIENT SATISFACTION, EMPLOYEE SAFETY, AND EMPLOYEE ENGAGEMENT. AT THE END OF EACH FISCAL YEAR, THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD IS CHARGED WITH REVIEWING AND APPROVING EXECUTIVE BONUSES BASED ON PROGRESS TOWARD MEETING ORGANIZATIONAL GOALS.
- SCHEDULE J, PART III
- PART I, LINE 4A 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 PRESIDENT AND VICE-PRESIDENTS, WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR THE PRESIDENT AND VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS, WHICH PROVIDES FOR THE PRESIDENT UP TO TWO YEARS OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS AND FOR VICE-PRESIDENTS, 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. PART I, LINE 4B EXECUTIVE SUPPLEMENTAL 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 OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENT FUNDS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2024, THE TAXABLE AMOUNT WAS 1,086,251. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2024 COMPENSATION IN COLUMN B(III) OF SCHEULE J. OF THE AMOUNT REPORTED IN THE CURRENT FORM 990 SCHEDULE J, SERP PLAN CONTRIBUTIONS IN THE AMOUNT OF 1,086,251 WERE PREVIOUSLY REPORTED AS BENEFITS IN PRIOR YEAR FORMS 990.
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
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.
-
C3 · DIALYSIS · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
-
C3 · HEALTHCARE · MI
-
C3 · RAISE FUND · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
-
C3 · HOME HEALT · MI · controlled entity
Directly controlled by MUN HOME H MUNSON HOME HEALTH
-
C3 · HOME HEALT · MI · controlled entity
Directly controlled by MUN HOME H MUNSON HOME HEALTH
-
C3 · MED TRANSP · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
-
C3 · HEALTHCARE · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
-
C3 · PHYSICIAN · MI · controlled entity
Directly controlled by MUNSON MED MUNSON MEDICAL CENTER
-
C3 · HOSPITAL · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
-
C3 · HOSPITAL · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
-
MUNSON HEALTHCARE CHARLEVOIX HOSPIT
C3 · HOSPITAL · MI · controlled entity
Directly controlled by MUNSON HC
-
MUNSON HEALTHCARE MANISTEE HOSPITAL
C3 · HOSPITAL · MI · controlled entity
Directly controlled by MUNSON HC
-
MUNSON HEALTHCARE OTSEGO MEMORIAL H
C3 · HOSPITAL · MI · controlled entity
Directly controlled by MUNSON HC MUNSON HEALTHCARE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 May 2026
- IRS schema version
- 2024v5.0
- Source object
- 202611349349305891
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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