Skip to content
Nonprofiteer
← MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL

Form 990 for tax year 2023

Filed by MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL.

Totals

Total revenue
$129,650,846
Total expenses
$125,031,483
Contributions and grants received
$1,184,886
Grants paid
$0
Program service revenue
$127,877,792
Investment income
$23,891
Other revenue
$564,277
Total assets, end of year
$64,284,514
Total liabilities, end of year
$14,093,216
Net assets or fund balances, end of year
$50,191,298
Program services expenses (Part IX)
$106,190,648
Management and general expenses
$18,719,131
Fundraising expenses
$121,704
Program service expenses (Part III)
$106,190,648

Program services were 84.9% 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
    $2,497,535
    From this org
    $0
    From related orgs
    $2,245,580
    Other
    $251,955
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,019,734 related
    Bonus
    not reported + $200,000 related
    Other
    not reported + $1,025,846 related
    Deferred
    not reported + $222,314 related
    Nontaxable benefits
    not reported + $29,641 related
    Filer's total
    not reported + $2,497,535 related

  • JAMES SHURLOW DO

    SURGEON

    Total calculated
    $1,052,563
    From this org
    $1,013,158
    From related orgs
    $0
    Other
    $39,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $759,507
    Bonus
    $230,732
    Other
    $22,919
    Deferred
    $16,533
    Nontaxable benefits
    $22,872
    Filer's total
    $1,052,563

  • LAURA GLENN

    MHC SYSTEM C

    Total calculated
    $944,318
    From this org
    $0
    From related orgs
    $839,007
    Other
    $105,311
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $602,996 related
    Bonus
    not reported + $150,000 related
    Other
    not reported + $86,011 related
    Deferred
    not reported + $81,533 related
    Nontaxable benefits
    not reported + $23,778 related
    Filer's total
    not reported + $944,318 related

  • MICHAEL VANWAGNER DO

    ORTHOPEDIC S

    Total calculated
    $852,551
    From this org
    $9,997
    From related orgs
    $823,993
    Other
    $18,561
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $9,641 + $648,221 related
    Bonus
    not reported + $153,251 related
    Other
    $356 + $22,521 related
    Deferred
    $50 + $16,483 related
    Nontaxable benefits
    $30 + $1,998 related
    Filer's total
    $10,077 + $842,474 related

  • PAUL KONOPACKI

    CFO

    Total calculated
    $806,567
    From this org
    $0
    From related orgs
    $720,042
    Other
    $86,525
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $582,360 related
    Bonus
    not reported + $70,000 related
    Other
    not reported + $67,682 related
    Deferred
    not reported + $65,902 related
    Nontaxable benefits
    not reported + $20,623 related
    Filer's total
    not reported + $806,567 related

  • LINDSAY HARDEN DO

    SURGEON

    Total calculated
    $757,836
    From this org
    $723,810
    From related orgs
    $0
    Other
    $34,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $583,330
    Bonus
    $117,603
    Other
    $22,877
    Deferred
    $15,597
    Nontaxable benefits
    $18,429
    Filer's total
    $757,836

  • CHANGXIN LI MD

    PHYSICIAN

    Total calculated
    $734,396
    From this org
    $698,019
    From related orgs
    $0
    Other
    $36,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $648,008
    Bonus
    $47,238
    Other
    $2,773
    Deferred
    $16,533
    Nontaxable benefits
    $19,844
    Filer's total
    $734,396

  • DINO RECCHIA MD

    DIRECTOR

    Total calculated
    $718,691
    From this org
    $0
    From related orgs
    $691,094
    Other
    $27,597

    Schedule J breakdown matched by us

    Base
    not reported + $648,678 related
    Bonus
    not reported + $17,144 related
    Other
    not reported + $25,272 related
    Deferred
    not reported + $16,533 related
    Nontaxable benefits
    not reported + $11,064 related
    Filer's total
    not reported + $718,691 related

  • MATTHEW DUBIEL MD

    ORTHOPEDIC S

    Total calculated
    $691,822
    From this org
    $7,400
    From related orgs
    $643,300
    Other
    $41,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $7,133 + $642,628 related
    Bonus
    not reported
    Other
    $267 + $672 related
    Deferred
    $50 + $16,483 related
    Nontaxable benefits
    $303 + $24,286 related
    Filer's total
    $7,753 + $684,069 related

  • ELLEN SMITH

    PRESIDENT AM

    Total calculated
    $524,833
    From this org
    $0
    From related orgs
    $464,827
    Other
    $60,006
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $398,576 related
    Bonus
    not reported
    Other
    not reported + $66,251 related
    Deferred
    not reported + $56,118 related
    Nontaxable benefits
    not reported + $3,888 related
    Filer's total
    not reported + $524,833 related

  • CHRISTOPHER SQUIRE

    PRESIDENT

    Total calculated
    $404,025
    From this org
    $0
    From related orgs
    $334,475
    Other
    $69,550
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    not reported + $303,275 related
    Bonus
    not reported
    Other
    not reported + $31,200 related
    Deferred
    not reported + $45,085 related
    Nontaxable benefits
    not reported + $24,465 related
    Filer's total
    not reported + $404,025 related

  • VINCENT SCHULTZ MD

    DIRECTOR

    Total calculated
    $356,223
    From this org
    $0
    From related orgs
    $313,737
    Other
    $42,486

    Schedule J breakdown matched by us

    Base
    not reported + $278,379 related
    Bonus
    not reported + $19,933 related
    Other
    not reported + $15,425 related
    Deferred
    not reported + $15,990 related
    Nontaxable benefits
    not reported + $26,496 related
    Filer's total
    not reported + $356,223 related

  • KATHLEEN LARAIA

    VP ONCOLOGY

    Total calculated
    $350,408
    From this org
    $0
    From related orgs
    $314,675
    Other
    $35,733
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $282,571 related
    Bonus
    not reported
    Other
    not reported + $32,104 related
    Deferred
    not reported + $27,111 related
    Nontaxable benefits
    not reported + $8,622 related
    Filer's total
    not reported + $350,408 related

  • KATHLEEN MALY

    FORMER INTER

    Total calculated
    $229,436
    From this org
    $0
    From related orgs
    $222,122
    Other
    $7,314

    Schedule J breakdown matched by us

    Base
    not reported + $84,251 related
    Bonus
    not reported + $75,000 related
    Other
    not reported + $62,871 related
    Deferred
    not reported + $2,947 related
    Nontaxable benefits
    not reported + $4,367 related
    Filer's total
    not reported + $229,436 related

  • DAWN HALLECK

    VP PATIENT C

    Total calculated
    $216,861
    From this org
    $175,229
    From related orgs
    $0
    Other
    $41,632
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $169,371
    Bonus
    not reported
    Other
    $5,858
    Deferred
    $19,503
    Nontaxable benefits
    $22,129
    Filer's total
    $216,861

  • CASEY KANDOW

    FORMER VP AN

    Total calculated
    $114,566
    From this org
    $0
    From related orgs
    $114,566
    Other
    $0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $114,566 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $114,566 related

  • KENNETH BLOEM

    PT-YR CHAIR

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

  • MATT BULLOCH

    DIRECTOR

    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

  • KATHY DIXON

    DIRECTOR

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

  • DOUG 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

    PT-YR SEC/PT

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

  • DAVE MENGEBIER

    PT-YR TREASU

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

  • KIM MORLEY

    PT-YR VICE C

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

  • TIM NELSON

    PT-YR SEC/PT

    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

    PT-YR CHAIR

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

  • JENNIFER KING

    DIRECTOR

    Total calculated
    $0

  • KARL KLIMEK

    DIRECTOR

    Total calculated
    $0

  • BEN MULADORE

    DIRECTOR

    Total calculated
    $0

  • ANDY PAGE

    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, 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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 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
EDWIN A. NESS 0 206,681 0 LAURA GLENN 0 65,000 0 PAUL KONOPACKI 0 56,002 0 ELLEN SMITH 0 40,000 0 CHRISTOPHER SQUIRE 0 30,975 0 KATHLEEN LARAIA 0 17,471 0 DAWN HALLECK 0 10,491 0 CASEY KANDOW 114,566 0 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 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 II, COLUMN B(III) IN JULY 2023, MUNSON HEALTHCARE TRANSITIONED EXECUTIVE PTO FROM AN ACCRUAL PLAN TO AN UP FRONT ANNUAL ALLOTMENT PLAN WITH A USE-IT-OR-LOSE-IT BALANCE DISPOSITION. CURRENT EXECUTIVES ON THE PTO ACCRUAL PLAN WERE PAID OUT THEIR EXISTING BALANCES IN JULY 2023. THE FIRST 80 HOURS OF ACCRUED PTO WAS PAID AT 90% OF VALUE AND THE BALANCE WAS PAID AT 80% OF VALUE. THIS PAYOUT IS LESS FAVORABLE THAN EXISTING POLICY, WHICH PAYS OUT ACCRUED PTO AT 100% UPON SEPARATION OF EMPLOYMENT. THIS ONE-TIME PAYOUT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2023, THE TAXABLE AMOUNT WAS 834,836. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2023 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 834,836 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.

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531349349306248

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

The source document this was parsed from is served over the API, which is where bulk and document access live.