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Nonprofiteer
← MUNSON MEDICAL CENTER

Form 990 for tax year 2022

Filed by MUNSON MEDICAL CENTER.

Totals

Total revenue
$746,553,663
Total expenses
$766,593,955
Contributions and grants received
$12,682,501
Grants paid
$444,572
Program services expenses (Part IX)
$646,584,379
Management and general expenses
$119,196,584
Fundraising expenses
$812,992
Program service expenses (Part III)
$646,584,379

Program services were 84.3% 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
    $2,303,995
    From this org
    $0
    From related orgs
    $2,074,924
    Other
    $229,071
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $984,135 related
    Bonus
    not reported + $271,268 related
    Other
    not reported + $819,521 related
    Deferred
    not reported + $195,058 related
    Nontaxable benefits
    not reported + $34,013 related
    Filer's total
    not reported + $2,303,995 related

  • GARY RAJAH JR MD

    NEUROSURGEON

    Total calculated
    $1,356,229
    From this org
    $1,331,509
    From related orgs
    $0
    Other
    $24,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,126,965
    Bonus
    $204,176
    Other
    $368
    Deferred
    $15,280
    Nontaxable benefits
    $9,440
    Filer's total
    $1,356,229

  • THOMAS SCHERMERHORN MD

    NEUROSURGEON

    Total calculated
    $974,005
    From this org
    $935,523
    From related orgs
    $0
    Other
    $38,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $907,696
    Bonus
    $5,000
    Other
    $22,827
    Deferred
    $27,048
    Nontaxable benefits
    $11,434
    Filer's total
    $974,005

  • JOHN CAMPBELL MD

    NEUROSURGEON

    Total calculated
    $924,275
    From this org
    $879,548
    From related orgs
    $0
    Other
    $44,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $853,112
    Bonus
    $5,000
    Other
    $21,436
    Deferred
    $15,280
    Nontaxable benefits
    $29,447
    Filer's total
    $924,275

  • JOEL STREHL DO

    SURGEON

    Total calculated
    $857,682
    From this org
    $832,485
    From related orgs
    $0
    Other
    $25,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $715,405
    Bonus
    $116,454
    Other
    $626
    Deferred
    $10,159
    Nontaxable benefits
    $15,038
    Filer's total
    $857,682

  • JUSTINE PEARL MD

    NEUROSURGEON

    Total calculated
    $805,908
    From this org
    $781,328
    From related orgs
    $0
    Other
    $24,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $775,908
    Bonus
    $5,000
    Other
    $420
    Deferred
    $15,280
    Nontaxable benefits
    $9,300
    Filer's total
    $805,908

  • LAURA GLENN

    PRESIDENT AM

    Total calculated
    $796,656
    From this org
    $0
    From related orgs
    $692,839
    Other
    $103,817
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $565,550 related
    Bonus
    not reported + $126,428 related
    Other
    not reported + $861 related
    Deferred
    not reported + $80,280 related
    Nontaxable benefits
    not reported + $23,537 related
    Filer's total
    not reported + $796,656 related

  • MATTHEW WILLE

    CEO & PRESID

    Total calculated
    $706,234
    From this org
    $612,462
    From related orgs
    $0
    Other
    $93,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $477,584
    Bonus
    $113,963
    Other
    $20,915
    Deferred
    $66,153
    Nontaxable benefits
    $27,619
    Filer's total
    $706,234

  • ALICIA MAITLAND

    CFO PART-YR

    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

  • CASEY KANDOW

    VP ANCILLARY

    Total calculated
    $456,831
    From this org
    $0
    From related orgs
    $428,900
    Other
    $27,931
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $332,447 related
    Bonus
    not reported
    Other
    not reported + $96,453 related
    Deferred
    not reported + $6,130 related
    Nontaxable benefits
    not reported + $21,801 related
    Filer's total
    not reported + $456,831 related

  • ELLEN SMITH

    COO PHYSICIA

    Total calculated
    $437,882
    From this org
    $0
    From related orgs
    $380,194
    Other
    $57,688
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $323,437 related
    Bonus
    not reported + $54,090 related
    Other
    not reported + $2,667 related
    Deferred
    not reported + $54,746 related
    Nontaxable benefits
    not reported + $2,942 related
    Filer's total
    not reported + $437,882 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

  • TAMARA PUTNEY

    CNO, VP PATI

    Total calculated
    $325,950
    From this org
    $286,287
    From related orgs
    $0
    Other
    $39,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,983
    Bonus
    $41,490
    Other
    $814
    Deferred
    $29,217
    Nontaxable benefits
    $10,446
    Filer's total
    $325,950

  • 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

  • KATHLEEN LARAIA

    VP ONCOLOGY

    Total calculated
    $251,079
    From this org
    $170,906
    From related orgs
    $47,975
    Other
    $32,198
    Hours/week
    31 + 9 related

    Schedule J breakdown matched by us

    Base
    $142,533 + $46,201 related
    Bonus
    $22,459
    Other
    $5,914 + $1,774 related
    Deferred
    $9,180 + $996 related
    Nontaxable benefits
    $16,802 + $5,220 related
    Filer's total
    $196,888 + $54,191 related

  • THEODORE BATZER

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1

  • KENNETH BLOEM

    VICE CHAIR

    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

  • CASEY COWELL

    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

  • MARLENE HULTEEN

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1

  • DOUGLAS 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

    SECRETARY

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

  • KIM MORLEY

    DIRECTOR

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

  • TIMOTHY NELSON

    TREASURER

    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

    CHAIR

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

  • BRUCE ZENNER

    DIRECTOR

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

  • MATT BULLOCH

    DIRECTOR

    Total calculated
    $0

  • DAVE MENGEBIER

    DIRECTOR

    Total calculated
    $0

  • BEN MULADORE

    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
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4
EDWIN A. NESS 0 179,779 0 LAURA GLENN 0 65,000 0 MATTHEW WILLE 0 50,873 0 CASEY KANDOW 12,730 0 0 ELLEN SMITH 0 40,000 0 TAMARA PUTNEY 0 16,829 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 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

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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431359349301533

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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