Form 990 for tax year 2024
Filed by UNIVERSITY OF MICHIGAN HEALTH PLAN.
Totals
- Total revenue
- $142,942,288
- Total expenses
- $178,345,352
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $142,105,015
- Investment income
- $837,273
- Other revenue
- $0
- Total assets, end of year
- $98,221,735
- Total liabilities, end of year
- $66,268,959
- Net assets or fund balances, end of year
- $31,952,776
- Program services expenses (Part IX)
- $167,934,675
- Management and general expenses
- $10,410,677
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $167,934,675
Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ERIC STRUCKO
TREASURER
- Total calculated
- $1,638,233
- From this org
- $0
- From related orgs
- $1,414,102
- Other
- $224,131
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,396,852 related
- Bonus
- not reported
- Other
- not reported + $17,250 related
- Deferred
- not reported + $211,685 related
- Nontaxable benefits
- not reported + $12,446 related
- Filer's total
- not reported + $1,638,233 related
-
MARGARET DIMOND
PRES/CEO-UMH
- Total calculated
- $1,464,110
- From this org
- $0
- From related orgs
- $1,369,566
- Other
- $94,544
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $986,774 related
- Bonus
- not reported + $297,811 related
- Other
- not reported + $84,981 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $94,544 related
- Filer's total
- not reported + $1,464,110 related
-
KEITH DICKEY
CHAIR
- Total calculated
- $1,202,013
- From this org
- $0
- From related orgs
- $1,036,417
- Other
- $165,596
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $966,598 related
- Bonus
- not reported
- Other
- not reported + $69,819 related
- Deferred
- not reported + $144,241 related
- Nontaxable benefits
- not reported + $21,355 related
- Filer's total
- not reported + $1,202,013 related
-
JAMES F DOVER
FMR PRES-UMH
- Total calculated
- $1,087,440
- From this org
- $0
- From related orgs
- $1,051,835
- Other
- $35,605
Schedule J breakdown matched by us
- Base
- not reported + $1,051,835 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $9,900 related
- Nontaxable benefits
- not reported + $25,705 related
- Filer's total
- not reported + $1,087,440 related
-
IFTIKER AHMAD MD
FORMER DIREC
- Total calculated
- $672,294
- From this org
- $0
- From related orgs
- $602,494
- Other
- $69,800
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $597,545 related
- Bonus
- not reported
- Other
- not reported + $4,949 related
- Deferred
- not reported + $10,350 related
- Nontaxable benefits
- not reported + $59,450 related
- Filer's total
- not reported + $672,294 related
-
DOUGLAS EDEMA MD
DIRECTOR
- Total calculated
- $618,148
- From this org
- $0
- From related orgs
- $582,711
- Other
- $35,437
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $557,861 related
- Bonus
- not reported
- Other
- not reported + $24,850 related
- Deferred
- not reported + $9,900 related
- Nontaxable benefits
- not reported + $25,537 related
- Filer's total
- not reported + $618,148 related
-
JOSEPH RUTH
FORMER DIREC
- Total calculated
- $519,724
- From this org
- $0
- From related orgs
- $501,992
- Other
- $17,732
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $501,992 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $17,732 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $519,724 related
-
KIMBERLEY ROSS
DIRECTOR
- Total calculated
- $513,812
- From this org
- $0
- From related orgs
- $460,117
- Other
- $53,695
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $442,867 related
- Bonus
- not reported
- Other
- not reported + $17,250 related
- Deferred
- not reported + $34,500 related
- Nontaxable benefits
- not reported + $19,195 related
- Filer's total
- not reported + $513,812 related
-
DENNIS REESE
FORMER PRES
- Total calculated
- $504,734
- From this org
- $436,478
- From related orgs
- $0
- Other
- $68,256
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $401,551
- Bonus
- $28,000
- Other
- $6,927
- Deferred
- $18,282
- Nontaxable benefits
- $49,974
- Filer's total
- $504,734
-
PAULA REICHLE
FORMER TREAS
- Total calculated
- $499,713
- From this org
- $0
- From related orgs
- $472,508
- Other
- $27,205
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $472,508 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $9,900 related
- Nontaxable benefits
- not reported + $17,305 related
- Filer's total
- not reported + $499,713 related
-
TIMOTHY PETERSON M D
DIRECTOR
- Total calculated
- $435,026
- From this org
- $0
- From related orgs
- $420,764
- Other
- $14,262
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- not reported + $374,764 related
- Bonus
- not reported
- Other
- not reported + $46,000 related
- Deferred
- not reported + $3,252 related
- Nontaxable benefits
- not reported + $11,010 related
- Filer's total
- not reported + $435,026 related
-
WALTER BRIGGS
VP OPERATION
- Total calculated
- $251,759
- From this org
- $199,463
- From related orgs
- $0
- Other
- $52,296
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $198,282
- Bonus
- not reported
- Other
- $1,181
- Deferred
- $11,753
- Nontaxable benefits
- $40,543
- Filer's total
- $251,759
-
PHYLLIS FISHER
VP OPERATION
- Total calculated
- $243,156
- From this org
- $202,446
- From related orgs
- $0
- Other
- $40,710
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $193,320
- Bonus
- $8,000
- Other
- $1,126
- Deferred
- $11,302
- Nontaxable benefits
- $29,408
- Filer's total
- $243,156
-
NICOLE WERNER
FORMER CFO
- Total calculated
- $236,942
- From this org
- $202,632
- From related orgs
- $0
- Other
- $34,310
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $180,246
- Bonus
- $22,000
- Other
- $386
- Deferred
- $12,832
- Nontaxable benefits
- $21,478
- Filer's total
- $236,942
-
KENNETH WALKER
DIR OF NETWO
- Total calculated
- $228,114
- From this org
- $173,264
- From related orgs
- $0
- Other
- $54,850
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $170,368
- Bonus
- $2,562
- Other
- $334
- Deferred
- $10,359
- Nontaxable benefits
- $44,491
- Filer's total
- $228,114
-
JENNIFER JOHNSTON
VP SALES & M
- Total calculated
- $221,083
- From this org
- $198,649
- From related orgs
- $0
- Other
- $22,434
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $190,270
- Bonus
- $8,000
- Other
- $379
- Deferred
- $1,149
- Nontaxable benefits
- $21,285
- Filer's total
- $221,083
-
ANN HUNT-FUGATE RPH
MGR CLINICAL
- Total calculated
- $215,979
- From this org
- $173,227
- From related orgs
- $0
- Other
- $42,752
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $171,972
- Bonus
- not reported
- Other
- $1,255
- Deferred
- $9,923
- Nontaxable benefits
- $32,829
- Filer's total
- $215,979
-
ANDREA KOSLOSKI
FORMER DIREC
- Total calculated
- $128,458
- From this org
- $0
- From related orgs
- $112,189
- Other
- $16,269
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $111,889 related
- Bonus
- not reported + $300 related
- Other
- not reported
- Deferred
- not reported + $7,586 related
- Nontaxable benefits
- not reported + $8,683 related
- Filer's total
- not reported + $128,458 related
-
SHARON WILLIAMS
PRESIDENT
- Total calculated
- $99,000
- From this org
- $99,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 5 related
-
JOHN PIRICH
DIRECTOR
- Total calculated
- $1,560
- From this org
- $0
- From related orgs
- $1,560
- Other
- $0
- Hours/week
- 1 + 40 related
-
KEVIN ALBOSTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD BRUNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
AUDREY LIANGYUE-WANLING FAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 40 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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 3
- UNIVERSITY OF MICHIGAN HEALTH PLAN RELIES ON THE COMPENSATION POLICIES AND PRACTICES OF ITS RELATED ORGANIZATIONS. UNIVERSITY OF MICHIGAN - SPARROW IS AN INTEGRATED NON-PROFIT ORGANIZATION THAT INCLUDES A NUMBER OF NON- PROFIT ENTITIES. THE METHODS SELECTED FOR DETERMINING THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR ARE METHODS THAT ARE BEING USED BY ALL UNIVERSITY OF MICHIGAN HEALTH - SPARROW RELATED ENTITIES.
- SCHEDULE J, PAGE 1, PART I, LINE 4
- ERIC STRUCKO 0 177,184 0 KEITH DICKEY 0 109,741 0 JAMES F. DOVER 1,051,835 0 0 DOUGLAS EDEMA, M.D. 469,157 0 0 JOSEPH RUTH 501,992 0 0 PAULA REICHLE 472,508 0 0
- SCHEDULE J, PAGE 1, PART I, LINE 7
- COMPENSATION INCLUDES BOTH BASE AND VARIABLE COMPENSATION (NON-FIXED PAYMENTS). IN ACCORDANCE WITH ITS POLICIES, ALL ELEMENTS (BASE, VARIABLE, BENEFITS, AND PERQUISITES) ARE COMPARED TO MARKET.
- SCHEDULE J, PART III
- JAMES DOVER, AHMAD IFTIKER, JOSEPH RUTH, PAULA REICHLE, AND ANDREA KOSLOSKI ARE FORMER BOARD MEMBERS OF UNIVERSITY OF MICHIGAN HEALTH PLAN. THE BOARD MEMBERS ARE BEING COMPENSATED BY UNIVERSITY OF MICHIGAN HEALTH - SPARROW AND AFFILIATES FOR SERVICES PROVIDED TO UNIVERSITY OF MICHIGAN HEALTH - SPARROW AND AFFILIATES IN POSITIONS OTHER THAN AS BOARD MEMBER OF UNIVERSITY OF MICHIGAN HEALTH PLAN. THE BOARD MEMBERS ARE NOT BEING COMPENSATED FOR ANY PAST SERVICES PROVIDED TO UNIVERSITY OF MICHIGAN HEALTH PLAN.
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.
-
REGENTS OF THE UNIV OF MICHIGAN
501C3 · SCHOOL · MI
-
WEST MICHIGAN RADIATION ONCOLOGY
501C3 · HOSPITAL · MI
-
METROPOLITAN HOSPITAL (UMH WEST)
501C3 · HOSPITAL · MI · controlled entity
Directly controlled by UM HEALTH
-
501C3 · SUP ORG · MI
Directly controlled by UM
-
501C3 · SUP ORG · MI · controlled entity
Directly controlled by METRO HOSP
-
501C3 · HEALTH · MI · controlled entity
Directly controlled by UM HEALTH
-
501C4 · HMO · MI · controlled entity
Directly controlled by UM HLD LLC
-
501C3 · FUNDRAISE · MI · controlled entity
Directly controlled by SHS
-
501C3 · HOME HLTH · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
501C3 · LT ACUTE · MI · controlled entity
Directly controlled by SHS
-
SPARROW CLINICAL RESEARCH INSTITUTE
501C3 · RESEARCH · MI · controlled entity
Directly controlled by SHS
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
UNIV OF MICHIGAN HEALTH MEDICARE
501C4 · HMO · MI · controlled entity
Directly controlled by UMH PLAN
-
501C3 · HLTH CARE · MI · controlled entity
Directly controlled by SHS
-
SPARROW EATON HOSPITAL AUXILIARY
501C3 · FUNDRAISE · 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
-
UNIVERSITY OF MICH HLT 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 · controlled entity
-
UNIV OF MICH HLTH INSURANCE COMPANY
INSURANCE · MI · controlled entity
-
UNIV OF MICH HLTH SERVICE COMPANY
MED SVS · MI · controlled entity
-
MED SUPPL · MI · controlled entity
-
HLTH CLUB · MI · controlled entity
-
RESTAURANT · MI · controlled entity
-
SERVICES · MI · controlled entity
-
EAST LANSING ATHLETIC CLUB & HSP
CONDO ASSO · MI · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202513189349303556
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