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Nonprofiteer
← MUNSON HEALTHCARE CHARLEVOIX HOSPITAL

Form 990 for tax year 2022

Filed by MUNSON HEALTHCARE CHARLEVOIX HOSPITAL.

Totals

Total revenue
$75,921,480
Total expenses
$72,864,245
Contributions and grants received
$1,046,927
Grants paid
$0
Program service revenue
$74,483,279
Investment income
$181,927
Other revenue
$209,347
Total assets, end of year
$34,710,906
Total liabilities, end of year
$10,337,228
Net assets or fund balances, end of year
$24,373,678
Program services expenses (Part IX)
$62,148,969
Management and general expenses
$10,640,434
Fundraising expenses
$74,842
Program service expenses (Part III)
$62,148,969

Program services were 85.3% 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
    $2,303,995
    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

  • LAURA GLENN

    COO MHC SYST

    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

  • LYNNE MCCORMICK DO

    PHYSICIAN

    Total calculated
    $562,013
    From this org
    $1,822
    From related orgs
    $524,063
    Other
    $36,128
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $1,767 + $502,885 related
    Bonus
    not reported
    Other
    $55 + $21,178 related
    Deferred
    not reported + $15,280 related
    Nontaxable benefits
    $74 + $20,774 related
    Filer's total
    $1,896 + $560,117 related

  • BARRETT KIELHORN DO

    SURGEON

    Total calculated
    $510,170
    From this org
    $467,677
    From related orgs
    $0
    Other
    $42,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $411,267
    Bonus
    $35,000
    Other
    $21,410
    Deferred
    $15,280
    Nontaxable benefits
    $27,213
    Filer's total
    $510,170

  • ALICIA MAITLAND

    CFO PT-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

  • ROGER MAILLEFER MD

    SURGEON

    Total calculated
    $459,989
    From this org
    $416,706
    From related orgs
    $0
    Other
    $43,283
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $389,400
    Bonus
    $5,000
    Other
    $22,306
    Deferred
    $15,280
    Nontaxable benefits
    $28,003
    Filer's total
    $459,989

  • 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

  • CHRISTOPHER SQUIRE

    PRESIDENT OM

    Total calculated
    $441,617
    From this org
    $0
    From related orgs
    $373,647
    Other
    $67,970

    Schedule J breakdown matched by us

    Base
    not reported + $302,913 related
    Bonus
    not reported + $70,268 related
    Other
    not reported + $466 related
    Deferred
    not reported + $43,945 related
    Nontaxable benefits
    not reported + $24,025 related
    Filer's total
    not reported + $441,617 related

  • ELLEN SMITH

    PRES AMB SER

    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

  • HOWARD TOPLEY MD

    PHYSICIAN

    Total calculated
    $427,144
    From this org
    $416,318
    From related orgs
    $0
    Other
    $10,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,664
    Bonus
    not reported
    Other
    $7,654
    Deferred
    $9,150
    Nontaxable benefits
    $1,676
    Filer's total
    $427,144

  • JOANNE SCHROEDER

    PRESIDENT

    Total calculated
    $412,692
    From this org
    $0
    From related orgs
    $347,392
    Other
    $65,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $262,291 related
    Bonus
    not reported + $61,650 related
    Other
    not reported + $23,451 related
    Deferred
    not reported + $43,455 related
    Nontaxable benefits
    not reported + $21,845 related
    Filer's total
    not reported + $412,692 related

  • JAMES JEAKLE MD

    PHYSICIAN

    Total calculated
    $341,966
    From this org
    $297,699
    From related orgs
    $0
    Other
    $44,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,654
    Bonus
    $5,000
    Other
    $6,045
    Deferred
    $15,280
    Nontaxable benefits
    $28,987
    Filer's total
    $341,966

  • 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
    $0
    From related orgs
    $218,881
    Other
    $32,198
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $188,734 related
    Bonus
    not reported + $22,459 related
    Other
    not reported + $7,688 related
    Deferred
    not reported + $10,176 related
    Nontaxable benefits
    not reported + $22,022 related
    Filer's total
    not reported + $251,079 related

  • JENNIFER STANDFEST

    VP/CNO PATIE

    Total calculated
    $175,530
    From this org
    $31,154
    From related orgs
    $133,847
    Other
    $10,529
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $25,330 + $122,319 related
    Bonus
    not reported + $10,931 related
    Other
    $5,824 + $597 related
    Deferred
    $4,978 + $2,479 related
    Nontaxable benefits
    $497 + $2,575 related
    Filer's total
    $36,629 + $138,901 related

  • BERNADETTE GREEN COLE RN

    CHIEF NURSIN

    Total calculated
    $163,659
    From this org
    $147,159
    From related orgs
    $0
    Other
    $16,500

    Schedule J breakdown matched by us

    Base
    $100,023
    Bonus
    $23,985
    Other
    $23,151
    Deferred
    $2,331
    Nontaxable benefits
    $14,169
    Filer's total
    $163,659

  • THEODORE BATZER

    DIRECTOR

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

  • 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

  • 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 B 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

  • TIM 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

  • THOMAS 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, 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 NESS 0 179,779 0 LAURA GLENN 0 65,000 0 CASEY KANDOW 12,730 0 0 CHRISTOPHER SQUIRE 0 30,975 0 ELLEN SMITH 0 40,000 0 JOANNE SCHROEDER 0 28,968 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

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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202401359349300730

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