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Nonprofiteer
← MUNSON HOME SERVICES

Form 990 for tax year 2022

Filed by MUNSON HOME SERVICES.

Totals

Total revenue
$4,240,571
Total expenses
$5,083,877
Contributions and grants received
$221,560
Grants paid
$0
Program service revenue
$3,545,814
Investment income
$14,033
Other revenue
$459,164
Total assets, end of year
$3,864,191
Total liabilities, end of year
$901,904
Net assets or fund balances, end of year
$2,962,287
Program services expenses (Part IX)
$4,589,074
Management and general expenses
$487,793
Fundraising expenses
$7,010
Program service expenses (Part III)
$4,589,074

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALICIA MAITLAND

    SEC/TREAS/CF

    Total calculated
    $463,262
    From this org
    $0
    From related orgs
    $435,628
    Other
    $27,634
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $249,058 related
    Bonus
    not reported + $105,150 related
    Other
    not reported + $81,420 related
    Deferred
    not reported + $14,698 related
    Nontaxable benefits
    not reported + $12,936 related
    Filer's total
    not reported + $463,262 related

  • TONYA SMITH

    DIRECTOR

    Total calculated
    $435,500
    From this org
    $0
    From related orgs
    $412,863
    Other
    $22,637
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $293,848 related
    Bonus
    not reported + $112,050 related
    Other
    not reported + $6,965 related
    Deferred
    not reported + $5,411 related
    Nontaxable benefits
    not reported + $17,226 related
    Filer's total
    not reported + $435,500 related

  • SHARI WILSON

    PRESIDENT

    Total calculated
    $326,286
    From this org
    $0
    From related orgs
    $279,441
    Other
    $46,845
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $237,309 related
    Bonus
    not reported + $32,145 related
    Other
    not reported + $9,987 related
    Deferred
    not reported + $27,730 related
    Nontaxable benefits
    not reported + $19,115 related
    Filer's total
    not reported + $326,286 related

  • KATHLEEN MALY

    INTERIM CFO

    Total calculated
    $320,564
    From this org
    $0
    From related orgs
    $288,390
    Other
    $32,174
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $254,344 related
    Bonus
    not reported + $10,326 related
    Other
    not reported + $23,720 related
    Deferred
    not reported + $13,974 related
    Nontaxable benefits
    not reported + $18,200 related
    Filer's total
    not reported + $320,564 related

  • KELLI TOMASZEWSKI

    DIRECTOR

    Total calculated
    $295,098
    From this org
    $0
    From related orgs
    $247,016
    Other
    $48,082
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $197,076 related
    Bonus
    not reported + $29,040 related
    Other
    not reported + $20,900 related
    Deferred
    not reported + $26,121 related
    Nontaxable benefits
    not reported + $21,961 related
    Filer's total
    not reported + $295,098 related

  • DAWN HALLECK

    SEC/TREAS PT

    Total calculated
    $236,131
    From this org
    $0
    From related orgs
    $194,129
    Other
    $42,002
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $166,127 related
    Bonus
    not reported + $27,255 related
    Other
    not reported + $747 related
    Deferred
    not reported + $18,439 related
    Nontaxable benefits
    not reported + $23,563 related
    Filer's total
    not reported + $236,131 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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
SHARI WILSON 0 15,600 0 KELLI TOMASZEWSKI 0 15,000 0 DAWN HALLECK 0 10,491 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
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 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 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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202411369349300531

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