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Nonprofiteer
← MUNSON HEALTHCARE

Form 990 for tax year 2024

Filed by MUNSON HEALTHCARE.

Totals

Total revenue
$275,446,921
Total expenses
$259,180,098
Contributions and grants received
$1,035,061
Grants paid
$0
Program services expenses (Part IX)
$190,324,325
Management and general expenses
$68,588,060
Fundraising expenses
$267,713
Program service expenses (Part III)
$190,324,325

Program services were 73.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EDWIN A NESS

    PRESIDENT

    Total calculated
    $2,922,871
    From this org
    $2,668,995
    From related orgs
    $0
    Other
    $253,876
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,017,265
    Bonus
    $532,036
    Other
    $1,119,694
    Deferred
    $223,966
    Nontaxable benefits
    $29,910
    Filer's total
    $2,922,871

  • LAURA GLENN

    MHC SYSTEM C

    Total calculated
    $1,141,163
    From this org
    $1,029,397
    From related orgs
    $0
    Other
    $111,766
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $627,293
    Bonus
    $354,753
    Other
    $47,351
    Deferred
    $85,536
    Nontaxable benefits
    $26,230
    Filer's total
    $1,141,163

  • PAUL KONOPACKI

    CFO

    Total calculated
    $801,715
    From this org
    $708,738
    From related orgs
    $0
    Other
    $92,977
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $564,989
    Bonus
    $142,802
    Other
    $947
    Deferred
    $69,237
    Nontaxable benefits
    $23,740
    Filer's total
    $801,715

  • DINO RECCHIA MD

    DIRECTOR

    Total calculated
    $746,394
    From this org
    $0
    From related orgs
    $715,300
    Other
    $31,094
    Hours/week
    1 + 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

  • MICHAEL SAAD

    CIO

    Total calculated
    $716,066
    From this org
    $642,819
    From related orgs
    $0
    Other
    $73,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $502,879
    Bonus
    $99,906
    Other
    $40,034
    Deferred
    $47,884
    Nontaxable benefits
    $25,363
    Filer's total
    $716,066

  • JOSEPH SANTANGELO MD

    CF MED, QUAL

    Total calculated
    $655,850
    From this org
    $585,069
    From related orgs
    $0
    Other
    $70,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $465,370
    Bonus
    $118,752
    Other
    $947
    Deferred
    $42,156
    Nontaxable benefits
    $28,625
    Filer's total
    $655,850

  • SHELLEY SPENCER

    CHIEF HUMAN

    Total calculated
    $579,225
    From this org
    $513,827
    From related orgs
    $0
    Other
    $65,398
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $390,258
    Bonus
    $107,855
    Other
    $15,714
    Deferred
    $41,765
    Nontaxable benefits
    $23,633
    Filer's total
    $579,225

  • ELLEN SMITH

    PRES AMB SER

    Total calculated
    $548,244
    From this org
    $538,574
    From related orgs
    $0
    Other
    $9,670
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $320,045
    Bonus
    not reported
    Other
    $218,529
    Deferred
    $6,460
    Nontaxable benefits
    $3,210
    Filer's total
    $548,244

  • GARRICK CVITKOVICH MD

    SURGEON

    Total calculated
    $543,507
    From this org
    $2,221
    From related orgs
    $503,751
    Other
    $37,535
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $2,109 + $449,330 related
    Bonus
    not reported + $31,306 related
    Other
    $112 + $23,115 related
    Deferred
    $9 + $12,414 related
    Nontaxable benefits
    $111 + $25,001 related
    Filer's total
    $2,341 + $541,166 related

  • RACHEL ROE

    CHIEF LEGAL

    Total calculated
    $526,309
    From this org
    $458,820
    From related orgs
    $0
    Other
    $67,489
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $340,868
    Bonus
    $93,319
    Other
    $24,633
    Deferred
    $39,681
    Nontaxable benefits
    $27,808
    Filer's total
    $526,309

  • KIRSTEN KORTH WHITE

    EAST REGION

    Total calculated
    $510,455
    From this org
    $454,581
    From related orgs
    $0
    Other
    $55,874
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $323,674
    Bonus
    $107,072
    Other
    $23,835
    Deferred
    $46,041
    Nontaxable benefits
    $9,833
    Filer's total
    $510,455

  • DIANA CURRAN GALES MD

    PHYSICIAN

    Total calculated
    $487,545
    From this org
    $118,715
    From related orgs
    $328,097
    Other
    $40,733
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $106,836 + $273,871 related
    Bonus
    $5,400 + $33,202 related
    Other
    $6,479 + $21,024 related
    Deferred
    $1,809 + $15,476 related
    Nontaxable benefits
    $6,674 + $16,774 related
    Filer's total
    $127,198 + $360,347 related

  • JODI WICK

    FORMER INTER

    Total calculated
    $437,645
    From this org
    $403,725
    From related orgs
    $0
    Other
    $33,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,496
    Bonus
    $107,390
    Other
    $24,839
    Deferred
    $13,575
    Nontaxable benefits
    $20,345
    Filer's total
    $437,645

  • VINCENT SCHULTZ MD

    DIRECTOR

    Total calculated
    $401,470
    From this org
    $0
    From related orgs
    $355,887
    Other
    $45,583
    Hours/week
    1 + 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

  • KENNETH BLOEM

    CHAIR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    12

  • MATT BULLOCH

    DIRECTOR

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

  • NICK CEGLAREK

    DIRECTOR

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

  • KATHY DIXON

    DIRECTOR

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

  • JENNIFER KING

    DIRECTOR

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

  • KARL KLIMEK

    DIRECTOR

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

  • RUTH HOPPE MD

    V CHAIR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • DAVE MENGEBIER

    TREASURER

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • KIM MORLEY

    DIRECTOR

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

  • TIM NELSON

    SECRETARY

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    7

  • ANDY PAGE

    DIRECTOR

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

  • BRIAN POSTMA

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • OWEN ROBERTS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MARY SANDERS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • KRISTINE THOMAS

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • TOM VERYSER

    DIRECTOR

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

  • ELAINE WOOD

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • DAVID MCCURDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • SAKURA TAKANO

    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 — 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 BUSINESS MEETINGS AND RETREATS.
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 MICHAEL SAAD 0 30,600 0 JOSEPH SANTANGELO, MD 0 28,501 0 SHELLEY SPENCER 0 24,481 0 ELLEN SMITH 94,157 0 0 RACHEL ROE 0 22,397 0 KIRSTEN KORTH WHITE 0 35,691 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, 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.

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.0
Source object
202611349349305776

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

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