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← MUNSON HEALTHCARE FOUNDATIONS

Form 990 for tax year 2024

Filed by MUNSON HEALTHCARE FOUNDATIONS.

Totals

Total revenue
$12,571,264
Total expenses
$12,440,392
Contributions and grants received
$6,332,836
Grants paid
$10,722,344
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$10,722,344
Management and general expenses
$331,983
Fundraising expenses
$1,386,065
Program service expenses (Part III)
$10,722,344

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EDWIN NESS

    DIRECTOR

    Total calculated
    $2,922,871
    From this org
    $0
    From related orgs
    $2,668,995
    Other
    $253,876
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,017,265 related
    Bonus
    not reported + $532,036 related
    Other
    not reported + $1,119,694 related
    Deferred
    not reported + $223,966 related
    Nontaxable benefits
    not reported + $29,910 related
    Filer's total
    not reported + $2,922,871 related

  • PAUL KONOPACKI

    CFO

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

    Schedule J breakdown matched by us

    Base
    not reported + $564,989 related
    Bonus
    not reported + $142,802 related
    Other
    not reported + $947 related
    Deferred
    not reported + $69,237 related
    Nontaxable benefits
    not reported + $23,740 related
    Filer's total
    not reported + $801,715 related

  • DEBRA HENDERSON

    PRESIDENT

    Total calculated
    $345,297
    From this org
    $0
    From related orgs
    $304,697
    Other
    $40,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $218,036 related
    Bonus
    not reported + $61,906 related
    Other
    not reported + $24,755 related
    Deferred
    not reported + $26,471 related
    Nontaxable benefits
    not reported + $14,129 related
    Filer's total
    not reported + $345,297 related

  • MICHAEL STROM

    LEADERSHIP G

    Total calculated
    $107,385
    From this org
    $98,804
    From related orgs
    $1,991
    Other
    $6,590
    Hours/week
    39 + 1 related

  • PATRICK CARROLL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HALLIE CHRISTIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHY DIXON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HANK DOW

    SEC/TREA/V C

    Total calculated
    $0
    Hours/week
    2

  • PHIL HOFFWEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAY LUDWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KYLE CARR MD

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • KAT PAYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD WILSON

    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, 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
  • 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 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 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 NESS 0 206,681 0 PAUL KONOPACKI 0 57,121 0 DEBRA HENDERSON 0 14,857 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 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. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. 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

The 10 largest by cash amount. The API serves every itemized grant.

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
2024
Filed
12 May 2026
IRS schema version
2024v5.0
Source object
202601889349300830

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

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