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Nonprofiteer
← MUNSON HEALTHCARE MANISTEE HOSPITAL

Form 990 for tax year 2023

Filed by MUNSON HEALTHCARE MANISTEE HOSPITAL.

Totals

Total revenue
$58,828,386
Total expenses
$57,846,764
Contributions and grants received
$405,149
Grants paid
$0
Program services expenses (Part IX)
$49,016,157
Management and general expenses
$8,771,077
Fundraising expenses
$59,530
Program service expenses (Part III)
$49,016,157

Program services were 84.7% 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
    $2,497,535
    From this org
    $0
    From related orgs
    $2,245,580
    Other
    $251,955
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,019,734 related
    Bonus
    not reported + $200,000 related
    Other
    not reported + $1,025,846 related
    Deferred
    not reported + $222,314 related
    Nontaxable benefits
    not reported + $29,641 related
    Filer's total
    not reported + $2,497,535 related

  • LAURA GLENN

    MHC SYSTEM C

    Total calculated
    $944,318
    From this org
    $0
    From related orgs
    $839,007
    Other
    $105,311
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $602,996 related
    Bonus
    not reported + $150,000 related
    Other
    not reported + $86,011 related
    Deferred
    not reported + $81,533 related
    Nontaxable benefits
    not reported + $23,778 related
    Filer's total
    not reported + $944,318 related

  • PAUL KONOPACKI

    CFO

    Total calculated
    $806,567
    From this org
    $0
    From related orgs
    $720,042
    Other
    $86,525
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $582,360 related
    Bonus
    not reported + $70,000 related
    Other
    not reported + $67,682 related
    Deferred
    not reported + $65,902 related
    Nontaxable benefits
    not reported + $20,623 related
    Filer's total
    not reported + $806,567 related

  • DINO RECCHIA MD

    DIRECTOR

    Total calculated
    $718,691
    From this org
    $0
    From related orgs
    $691,094
    Other
    $27,597

    Schedule J breakdown matched by us

    Base
    not reported + $648,678 related
    Bonus
    not reported + $17,144 related
    Other
    not reported + $25,272 related
    Deferred
    not reported + $16,533 related
    Nontaxable benefits
    not reported + $11,064 related
    Filer's total
    not reported + $718,691 related

  • ROBERT BARRY MD

    ORTHOPEDIC S

    Total calculated
    $610,920
    From this org
    $573,402
    From related orgs
    $0
    Other
    $37,518
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $549,096
    Bonus
    not reported
    Other
    $24,306
    Deferred
    $16,533
    Nontaxable benefits
    $20,985
    Filer's total
    $610,920

  • LYNNE MCCORMICK DO

    PHYSICIAN

    Total calculated
    $576,578
    From this org
    $535,520
    From related orgs
    $3,640
    Other
    $37,418
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $512,713 + $3,529 related
    Bonus
    not reported
    Other
    $22,807 + $111 related
    Deferred
    $16,459 + $74 related
    Nontaxable benefits
    $20,723 + $162 related
    Filer's total
    $572,702 + $3,876 related

  • ELLEN SMITH

    PRESIDENT AM

    Total calculated
    $524,833
    From this org
    $0
    From related orgs
    $464,827
    Other
    $60,006
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $398,576 related
    Bonus
    not reported
    Other
    not reported + $66,251 related
    Deferred
    not reported + $56,118 related
    Nontaxable benefits
    not reported + $3,888 related
    Filer's total
    not reported + $524,833 related

  • WILLIAM BELL DO

    SURGEON

    Total calculated
    $493,964
    From this org
    $451,641
    From related orgs
    $0
    Other
    $42,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,918
    Bonus
    $5,304
    Other
    $23,419
    Deferred
    $16,533
    Nontaxable benefits
    $25,790
    Filer's total
    $493,964

  • MARIAN FULLER MD

    PHYSICIAN

    Total calculated
    $422,697
    From this org
    $317,865
    From related orgs
    $63,579
    Other
    $41,253
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $303,018 + $63,579 related
    Bonus
    not reported
    Other
    $14,847
    Deferred
    $14,809 + $1,294 related
    Nontaxable benefits
    $22,419 + $2,731 related
    Filer's total
    $355,093 + $67,604 related

  • NATHAN BOSS MD

    PHYSICIAN

    Total calculated
    $413,396
    From this org
    $27,954
    From related orgs
    $343,682
    Other
    $41,760
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $1,836 + $256,445 related
    Bonus
    $26,118 + $85,811 related
    Other
    not reported + $1,426 related
    Deferred
    $575 + $16,057 related
    Nontaxable benefits
    $1,589 + $23,539 related
    Filer's total
    $30,118 + $383,278 related

  • KELLY TOMASZEWSKI

    PRESIDENT

    Total calculated
    $363,146
    From this org
    $0
    From related orgs
    $297,671
    Other
    $65,475
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $246,534 related
    Bonus
    not reported
    Other
    not reported + $51,137 related
    Deferred
    not reported + $42,498 related
    Nontaxable benefits
    not reported + $22,977 related
    Filer's total
    not reported + $363,146 related

  • VINCENT SCHULTZ MD

    DIRECTOR

    Total calculated
    $356,223
    From this org
    $0
    From related orgs
    $313,737
    Other
    $42,486

    Schedule J breakdown matched by us

    Base
    not reported + $278,379 related
    Bonus
    not reported + $19,933 related
    Other
    not reported + $15,425 related
    Deferred
    not reported + $15,990 related
    Nontaxable benefits
    not reported + $26,496 related
    Filer's total
    not reported + $356,223 related

  • KATHLEEN LARAIA

    VP ONCOLOGY

    Total calculated
    $350,408
    From this org
    $0
    From related orgs
    $314,675
    Other
    $35,733
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $282,571 related
    Bonus
    not reported
    Other
    not reported + $32,104 related
    Deferred
    not reported + $27,111 related
    Nontaxable benefits
    not reported + $8,622 related
    Filer's total
    not reported + $350,408 related

  • ROBERT RICHARDSON

    VP FACILITIE

    Total calculated
    $322,527
    From this org
    $0
    From related orgs
    $267,416
    Other
    $55,111
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $232,921 related
    Bonus
    not reported
    Other
    not reported + $34,495 related
    Deferred
    not reported + $28,323 related
    Nontaxable benefits
    not reported + $26,788 related
    Filer's total
    not reported + $322,527 related

  • KATHLEEN MALY

    FORMER INTER

    Total calculated
    $229,436
    From this org
    $0
    From related orgs
    $222,122
    Other
    $7,314

    Schedule J breakdown matched by us

    Base
    not reported + $84,251 related
    Bonus
    not reported + $75,000 related
    Other
    not reported + $62,871 related
    Deferred
    not reported + $2,947 related
    Nontaxable benefits
    not reported + $4,367 related
    Filer's total
    not reported + $229,436 related

  • CASEY KANDOW

    FORMER VP AN

    Total calculated
    $114,566
    From this org
    $0
    From related orgs
    $114,566
    Other
    $0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $114,566 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $114,566 related

  • KENNETH BLOEM

    PT-YR CHAIR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • MATT BULLOCH

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • NICK CEGLAREK

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • ALAN CONRAD

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • KATHY DIXON

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • DOUG LUCIANI

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • DAVID MCCURDY

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • RUTH HOPPE MD

    PT-YR SEC/PT

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • DAVE MENGEBIER

    PT-YR TREASU

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • KIM MORLEY

    PT-YR VICE C

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • TIM NELSON

    PT-YR SEC/PT

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • BRIAN POSTMA

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • OWEN ROBERTS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • MICHELLE RUSSELL

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • MARY SANDERS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • KRISTINE THOMAS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • TOM VERYSER

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • ELAINE WOOD

    PT-YR CHAIR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0

  • JENNIFER KING

    DIRECTOR

    Total calculated
    $0

  • KARL KLIMEK

    DIRECTOR

    Total calculated
    $0

  • BEN MULADORE

    DIRECTOR

    Total calculated
    $0

  • ANDY PAGE

    DIRECTOR

    Total calculated
    $0

  • SAKURA TAKANO

    DIRECTOR

    Total calculated
    $0

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 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 65,000 0 PAUL KONOPACKI 0 56,002 0 ELLEN SMITH 0 40,000 0 KELLY TOMASZEWSKI 0 27,498 0 KATHLEEN LARAIA 0 17,471 0 ROBERT RICHARDSON 0 14,520 0 CASEY KANDOW 114,566 0 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 SUPPLEMENTAL EXECUTIVE 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, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 62. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. VICE-PRESIDENTS ARE ELIGIBLE TO PARTICIPATE IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION, FUNDED ANNUALLY, AT THE SOLE DISCRETION OF MUNSON. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON. PART II, COLUMN B(III) IN JULY 2023, MUNSON HEALTHCARE TRANSITIONED EXECUTIVE PTO FROM AN ACCRUAL PLAN TO AN UP FRONT ANNUAL ALLOTMENT PLAN WITH A USE-IT-OR-LOSE-IT BALANCE DISPOSITION. CURRENT EXECUTIVES ON THE PTO ACCRUAL PLAN WERE PAID OUT THEIR EXISTING BALANCES IN JULY 2023. THE FIRST 80 HOURS OF ACCRUED PTO WAS PAID AT 90% OF VALUE AND THE BALANCE WAS PAID AT 80% OF VALUE. THIS PAYOUT IS LESS FAVORABLE THAN EXISTING POLICY, WHICH PAYS OUT ACCRUED PTO AT 100% UPON SEPARATION OF EMPLOYMENT. THIS ONE-TIME PAYOUT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2023, THE TAXABLE AMOUNT WAS 834,836. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2023 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 834,836 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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531349349306348

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