Totals
- Total revenue
- $5,258,225
- Total expenses
- $3,994,678
- Contributions and grants received
- $5,936,138
- Grants paid
- $3,994,678
- Program service revenue
- $0
- Investment income
- -$25,068
- Other revenue
- -$652,845
- Total assets, end of year
- $21,441,206
- Total liabilities, end of year
- $210,629
- Net assets or fund balances, end of year
- $21,230,577
- Program services expenses (Part IX)
- $3,994,678
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,994,678
Program services were 100.0% 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
$936,411
-
1f · All other contributions, gifts and grants
$4,999,727
-
1g · Noncash contributions included above
$145,005
-
7b · Less cost or other basis and sales expenses
securities $25,068
-
7c · Gain or loss
securities -$25,068
-
7d · Net gain or loss
total -$25,068 · excluded -$25,068
-
8a · Fundraising events: gross income
$217,396
-
8a · Fundraising events: contributions included on line 1c
$936,411
-
8b · Fundraising events: direct expenses
$870,241
-
8c · Net income from fundraising events
total -$652,845
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,994,678 · program services $3,994,678
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,829,962 · end of year $1,309,328
-
3 · Pledges and grants receivable
beginning of year $281,508 · end of year $1,298,519
-
11 · Investments: publicly traded securities
beginning of year $17,329,582 · end of year $17,782,155
-
15 · Other assets
beginning of year $121,244 · end of year $1,051,204
-
17 · Accounts payable and accrued expenses
beginning of year $1,272,907 · end of year $210,629
-
27 · Net assets without donor restrictions
beginning of year $18,289,389 · end of year $21,230,577
Mission and programs · 2022
Mission
SUPPORTS METRO HEALTH HOSPITAL'S MISSION OF IMPROVING THE HEALTH AND WELL- BEING OF THE COMMUNITY.
Activities or mission (Part I)
THE ARTICLES OF INCORPORATION OF METRO FOUNDATION STATE THAT ITS PRIMARY PURPOSE IS TO RAISE FUNDS FOR METROPOLITAN HOSPITAL (UMH WEST). FURTHER, ITS BYLAWS PROVIDE THAT ITS SOLE MEMBER IS UMH WEST WHICH HAS RESERVED POWERS,INCLUDING APPROVAL OF ANY STRATEGIC PLANS, ANNUAL OR OTHER BUDGETS, CAPITAL EXPENDITURES NOT INCLUDED IN THE BUDGET THAT EXCEEDS A CERTAIN LIMIT, AMONG OTHERS. METRO FOUNDATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF U-M HEALTH FOR FISCAL YEAR ENDED JUNE 30, 2023.
-
HELPING HANDS PROVIDES DIRECT FINANCIAL ASSISTANCE TO EMPLOYEES FACING UNUSUAL CIRCUMSTANCES AND BARRIERS. MONEY IS OFTEN SPENT ON BASIC NEEDS SUCH AS FOOD, RENT, AND BILLS. EMPLOYEES TYPICALLY APPLY AFTER AN UNFORSEEN LIFE EVENT SUCH AS A CAR ACCIDENT OR MISSING PROLONGED TIME FROM WORK.
Expenses $206,841 · Grants $206,841
-
THE 2023 VITALITY GALA IS A BLACK-TIE FUNDRAISER HIGHLIGHTING CARDIAC SERVICES AT UNIVERSITY OF MICHIGAN HEALTH-WEST. PROCEEDS FROM SPONSORSHIP AND DONATIONS WILL GO TO SUPPORT THE GREATEST NEEDS OF THE ORGANIZATION.
Expenses $732,699 · Grants $732,699 · Revenue $113,067
-
THE CAPITAL CAMPAIGN FUND PROVIDES FINANCIAL SUPPORT FOR THE HEALTH SYSTEMS CAPITAL NEEDS AND PRIORITIES. DURING THE 2023 FISCAL YEAR, THIS INVOLVED FUNDING THE EFFORTS, EQUIPMENT, AND RENOVATIONS TO HELP LAUNCH THE OPEN HEART SURGERY PROGRAM.
Expenses $1,703,500 · Grants $1,703,500
-
GRANTS TO SUPPORT LEADING-EDGE SURGICAL EQUIPMENT,GAME-CHANGING DOCUMENTATION SOFTWARE, DEI PROGRAMMING SOFTWARE, CONTINUING EDUCATIONOPPORTUNITIES, SUICIDE PREVENTION INITIATIVES, NURSING & MEDICAL ASSISTANT STAFFING SCHOLARSHIPPIPELINES, STRESS MANAGEMENT EDUCATION, EMPLOYEE CHILDCARE SUPPORT, PATIENT CAREEQUIPMENT, MATERNAL INFANT HEALTH NEEDS, FOOD PANTRY SUPPLIES, BUS PASSES, AND DIABETESEDUCATION PATIENT SUPPORT.
Expenses $1,351,638 · Grants $1,351,638 · Revenue $104,329
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Peter Hahn MD MBADR PETER HAHN MD MBA
CEO
- Total calculated
- $848,357
- From this org
- $0
- From related orgs
- $821,663
- Other
- $26,694
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $650,063 related
- Bonus
- not reported + $170,082 related
- Other
- not reported + $1,518 related
- Deferred
- not reported + $6,100 related
- Nontaxable benefits
- not reported + $20,594 related
- Filer's total
- not reported + $848,357 related
-
Paul Kovack DoPAUL KOVACK DO
DIRECTOR
- Total calculated
- $824,272
- From this org
- $0
- From related orgs
- $797,578
- Other
- $26,694
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $589,932 related
- Bonus
- not reported + $203,290 related
- Other
- not reported + $4,356 related
- Deferred
- not reported + $6,100 related
- Nontaxable benefits
- not reported + $20,594 related
- Filer's total
- not reported + $824,272 related
-
Kris KurtzKRIS KURTZ
CFO
- Total calculated
- $518,149
- From this org
- $0
- From related orgs
- $490,830
- Other
- $27,319
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $376,556 related
- Bonus
- not reported + $112,756 related
- Other
- not reported + $1,518 related
- Deferred
- not reported + $6,100 related
- Nontaxable benefits
- not reported + $21,219 related
- Filer's total
- not reported + $518,149 related
-
Lance Owens DoLANCE OWENS DO
DIRECTOR
- Total calculated
- $449,397
- From this org
- $0
- From related orgs
- $422,078
- Other
- $27,319
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $333,567 related
- Bonus
- not reported + $86,993 related
- Other
- not reported + $1,518 related
- Deferred
- not reported + $6,100 related
- Nontaxable benefits
- not reported + $21,219 related
- Filer's total
- not reported + $449,397 related
-
Ethan AndersonETHAN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Connie BohatchCONNIE BOHATCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jordan CarsonJORDAN CARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike DamstraMIKE DAMSTRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary DaleMARY DALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meg GoebelMEG GOEBEL
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Kim GaryKIM GARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig Welch IVCRAIG WELCH IV
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Barbara MierasBARBARA MIERAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike MrazMIKE MRAZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie PlacinskiLAURIE PLACINSKI
VICE CHAIRPE
- Total calculated
- $0
- Hours/week
- 1
-
Jane RossJANE ROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mandee RickMANDEE RICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Van SingelJOHN VAN SINGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dante VillarrealDANTE VILLARREAL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Scott WebbSCOTT WEBB
PAST CHAIRPE
- Total calculated
- $0
- Hours/week
- 1
-
Jason WenderJASON WENDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jordan Custer - Part YearJORDAN CUSTER - PART YEAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
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
-
$3,994,678
GENERAL ASSISTANCE
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.
-
501C3 · SCHOOL · MI
Directly controlled by NA
-
METROPOLITAN HOSPITAL (UMH WEST) METROPOLITAN HOSPITAL (UMH WEST)
501C3 · HOSPITAL · MI · controlled entity
Directly controlled by UM HEALTH
-
501C3 · SUP ORG · MI · controlled entity
Directly controlled by UM
-
WEST MICHIGAN RADIATION ONCOLOGY
501C3 · HOSPITAL · MI · controlled entity
-
501C3 · SUP ORG · MI · controlled entity
Directly controlled by UM
-
501C3 · PARENT · MI · controlled entity
Directly controlled by MHC
-
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 INSTITUTE
501C3 · RESEARCH · MI · controlled entity
Directly controlled by SHS
-
SPARROW WOMENS HOSPITAL ASSOCIATION
501C3 · VOLUNTEER · MI
Directly controlled by NA
-
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.
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
-
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
- 18 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431109349301613
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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