TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) CHRISTINA FREESE DECKER...................................................................... DIRECTOR/PRESIDENT	50.00 ................. 1.00	X	X	5,358,468	1,373,681
(2) ANGEL HERNANDEZ MD...................................................................... DIRECTOR	1.00 ................. 45.00	X		702,649	55,758
(3) CHRISTOPHER CARPENTER MD...................................................................... DIRECTOR	1.00 ................. 50.00	X		560,466	59,361
(4) MARIJA GRAHOVAC MD...................................................................... DIRECTOR	1.00 ................. 50.00	X		142,500	0
(5) JULIE FREAM...................................................................... DIRECTOR/CHAIR	1.00 ................. 0.00	X	X	65,000	0
(6) SEAN WELSH...................................................................... DIRECTOR/VICE CHAIR	1.00 ................. 0.00	X	X	44,000	0
(7) MARK DAVIDOFF...................................................................... DIRECTOR	1.00 ................. 0.00	X		41,500	0
(8) RONALD HALL JR...................................................................... DIRECTOR	1.00 ................. 0.00	X		41,500	0
(9) WILLIAM PAYNE...................................................................... DIRECTOR	1.00 ................. 0.00	X		49,750	0
(10) THOMAS SAELI...................................................................... DIRECTOR	1.00 ................. 0.00	X		33,000	0
(11) TIMOTHY O'BRIEN...................................................................... DIRECTOR	1.00 ................. 0.00	X		32,500	0
(12) PHILOMENA MANTELLA...................................................................... DIRECTOR	1.00 ................. 0.00	X		30,750	0
(13) ROBERT ROTH...................................................................... DIRECTOR	1.00 ................. 0.00	X		28,250	0
(14) MICHAEL TODMAN...................................................................... DIRECTOR	1.00 ................. 0.00	X		27,500	0
(15) DANIELLE BROWN...................................................................... DIRECTOR	1.00 ................. 0.00	X		716	0
(16) DOUGLAS DEVOS...................................................................... DIRECTOR	1.00 ................. 0.00	X		0	0
(17) MATTHEW COX...................................................................... TREASURER	50.00 ................. 1.00		X	2,614,072	569,199

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) DAVID LEONARD........................................................................ SECRETARY	50.00 .......................1.00	X				1,490,539	376,848
(19) DARRYL ELMOUCHI MD........................................................................ CHIEF OPERATING OFFICER	50.00 .......................1.00		X			3,254,660	649,299
(20) PRAVEEN THADANI........................................................................ PRESIDENT PRIORITY HEALTH	50.00 .......................1.00		X			2,618,588	577,316
(21) BENJAMIN SCHWARTZ MD........................................................................ PRESIDENT CHE - PART YEAR	35.00 .......................1.00		X			2,169,321	84,776
(22) LOREN B HAMEL MD........................................................................ PRESIDENT CHS	50.00 .......................1.00		X			1,744,617	145,393
(23) JASON JOSEPH........................................................................ CHIEF DIGITAL AND INFO OFFICER	50.00 .......................1.00		X			1,483,929	385,434
(24) TRACIE MORRIS........................................................................ CHIEF PEOPLE OFFICER	50.00 .......................1.00		X			1,191,761	310,202
(25) JEREMY HARPER........................................................................ CHIEF STRATEGY AND MKT OFFICER	50.00 .......................1.00		X			1,055,989	310,759
(26) ALEJANDRO QUIROGA CHAND MD........................................................................ PRESIDENT CHW	50.00 .......................1.00		X			1,022,707	263,693
(27) CARLOS CUBIA........................................................................ EVP, CHIEF IED & SUSTAINABILTY OFFICER	50.00 .......................1.00		X			859,565	243,356
(28) KONGKRIT CHAIYASATE MD........................................................................ PHYSICIAN	0.00 .......................50.00			X		3,178,187	56,733
(29) SHAWN ULREICH........................................................................ CHIEF NURSE EXECUTIVE	50.00 .......................0.00			X		3,180,166	48,462
(30) MOHAMMAD CHISTI MD........................................................................ PHYSICIAN	0.00 .......................50.00			X		3,094,729	52,602
(31) KENNETH FAWCETT JR MD........................................................................ PHYSICIAN	0.00 .......................0.00			X		1,798,306	1,662
(32) SARA RIAZ MD........................................................................ PHYSICIAN	0.00 .......................50.00			X		2,324,026	54,917
(33) PAMELA RIES........................................................................ FORMER KEY EMPLOYEE	0.00 .......................0.00				X	734,175	0

(A) Name and business address	(B) Description of services	(C) Compensation
ROCKFORD CONSTRUCTION CO INC 601 FIRST STREET NW GRAND RAPIDS,MI49504	CONSTRUCTION SERVICES	60,285,653
EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA,WI53593	INFORMATION SERVICES	35,349,258
AHEAD LLC 444 W LAKE STREET 30TH FLOOR CHICAGO,IL60606	INFORMATION TECHNOLOGY SERVICES	15,541,803
KPMG LLP 355 S GRAND AVE LOS ANGELES,CA90071	CONSULTING SERVICES	15,529,458
PRICEWATERHOUSECOOPERS LLP PO BOX 75647 CHICAGO,IL60675	CONSULTING SERVICES	13,346,605
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 354

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ............................... 24

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) BEAUMONT HEALTH FOUNDATION	364852171	7	Yes		0	0
(B) BEAUMONT MEDICAL GROUP- HOSPITAL BASED SERVICES	822768899	10	Yes		0	0
(C) BEAUMONT MEDICAL GROUP- PRIMARY CARE SERVICES	822796539	10	Yes		0	0
(D) BEAUMONT MEDICAL GROUP-SPECIALTY SERVICES	822784244	10	Yes		0	0
(E) BOTSFORD GENERAL HOSPITAL	381426919	3	Yes		30,803,873	0
(F) COREWELL HEALTH FOUNDATION WEST MICHIGAN FKA SPECTRUM HEALTH FOUNDATION	382752328	7	Yes		0	0
(G) HOSPICE AT HOME INC	382416086	7	Yes		157,255	0
(H) LAKELAND COMMUNITY HOSPITAL - WATERVLIET FKA LAKELAND HOSPITAL WATERVLIET	381368745	3	Yes		3,789,488	0
(I) LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH	382539929	7	Yes		0	0
(J) LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC	382156872	3	Yes		75,832,259	0
(K) LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER	383452303	3	Yes		100,935	0
(L) MECOSTA COUNTY MEDICAL CENTER	381368744	3	Yes		15,018,903	0
(M) MEMORIAL MEDICAL CENTER OF WEST MICHIGAN	381359266	3	Yes		17,443,230	0
(N) MERCY MEMORIAL HEALTH SERVICES INCORPORATED	382748035	10	Yes		326,212	0
(O) NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION	381359517	3	Yes		18,385,373	0
(P) OAKWOOD HEALTHCARE INC	381405141	3	Yes		95,454,942	0
(Q) PENNOCK HOSPITAL	381360562	3	Yes		16,026,401	0
(R) REED CITY HOSPITAL CORPORATION	382770076	3	Yes		13,238,294	0
(S) SPECTRUM HEALTH CONTINUING CARE	383242232	10	Yes		11,700,882	0
(T) SPECTRUM HEALTH HOSPITALS	381360529	3	Yes		415,126,374	0
(U) SPECTRUM HEALTH PRIMARY CARE PARTNERS	381358164	3	Yes		76,703,602	0
(V) SPECTRUM HEALTH UNITED	381358412	3	Yes		21,059,393	0
(W) WILLIAM BEAUMONT HOSPITAL	381459362	3	Yes		215,770,736	0
(X) ZEELAND COMMUNITY HOSPITAL	381411184	3	Yes		15,938,513	0
Total 24					1,042,876,665	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Yes

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Yes

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

Yes

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Yes

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Yes

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Yes

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART IV, SECTION A, LINE 1	COREWELL HEALTH IS THE PARENT ORGANIZATION AND SUPPORTING ORGANIZATION TO THE HEALTH SYSTEM. THE PURPOSES OF THIS ORGANIZATION, AS DEFINED IN THE ARTICLES OF INCORPORATION, ARE AS FOLLOWS: PURPOSES 2.1 NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THESE ARTICLES, THE CORPORATION IS ORGANIZED AND AT ALL TIMES SHALL BE OPERATED EXCLUSIVELY FOR PURPOSES THAT ARE CHARITABLE, EDUCATIONAL, AND/OR SCIENTIFIC WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE INTERNAL REVENUE LAW OF THE UNITED STATES OF AMERICA (THE "CODE"). 2.2 NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THESE ARTICLES, THE CORPORATION IS ORGANIZED AND AT ALL TIMES SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND TO CARRY OUT ALL OF THE PURPOSES OF (I) MECOSTA COUNTY MEDICAL CENTER, MEMORIAL MEDICAL CENTER OF WEST MICHIGAN, NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION, PENNOCK HOSPITAL, LAKELAND HOSPITALS AT NILES & ST. JOSEPH, INC., LAKELAND HOSPITAL, WATERVLIET, LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER, LAKELAND HEALTH FOUNDATION, BENTON HARBOR/ST. JOSEPH, HOSPICE AT HOME, INC., MERCY MEMORIAL HEALTH SERVICES, INCORPORATED, REED CITY HOSPITAL CORPORATION, SPECTRUM HEALTH CONTINUING CARE, SPECTRUM HEALTH FOUNDATION, SPECTRUM HEALTH HOSPITALS, SPECTRUM HEALTH PRIMARY CARE PARTNERS, SPECTRUM HEALTH UNITED, ZEELAND COMMUNITY HOSPITAL, WILLIAM BEAUMONT HOSPITAL, BOTSFORD GENERAL HOSPITAL, BEAUMONT MEDICAL GROUP - PRIMARY SERVICES, BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES, BEAUMONT MEDICAL GROUP - HOSPITAL-BASED SERVICES, OAKWOOD HEALTHCARE, INC., AND BEAUMONT HEALTH FOUNDATION ALL OF WHICH ARE DESCRIBED IN SECTION 501(C)(3) AND EITHER SECTION 509(A)(L) OR SECTION 509(A)(2) OF THE CODE AND (II) EACH OTHER ORGANIZATION RECOGNIZED AS A PUBLIC CHARITY UNDER SECTION 509(A)(L) OF THE CODE THAT IS DIRECTLY OR INDIRECTLY CONTROLLED (I.E., MORE THAN 50% OWNERSHIP OR CONTROL) BY THE CORPORATION (COLLECTIVELY, (I) AND (II), THE "SUPPORTED ORGANIZATIONS"). 2.3 SUBJECT TO AND IN FURTHERANCE OF THE FOREGOING, THE SPECIFIC OBJECTIVES AND PURPOSES OF THE CORPORATION SHALL INCLUDE BUT NOT BE LIMITED TO THE FOLLOWING: 2.3.1 TO FORMULATE AND IMPLEMENT POLICIES AND PROGRAMS DESIGNED TO ENABLE AND/OR CAUSE THE SUPPORTED ORGANIZATIONS TO FUNCTION AS A COORDINATED HEALTH CARE DELIVERY SYSTEM, TO PROVIDE DIRECTION AND MANAGEMENT TO THE SUPPORTED ORGANIZATIONS, AND TO ACT AND/OR MAKE DECISIONS FOR THE BENEFIT OF SUCH SUPPORTED ORGANIZATIONS. 2.3.2 TO ESTABLISH AND MAINTAIN, EITHER DIRECTLY, THROUGH RELATED ORGANIZATIONS OR IN COOPERATION WITH OTHER ORGANIZATIONS, SUCH FACILITIES, AND SERVICES FOR THE CARE OF PERSONS SUFFERING FROM ILLNESS, INJURY OR DISABILITY, THE ELDERLY AND THE INDIGENT AND FOR THE PRESERVATION AND IMPROVEMENT OF HEALTH AS THE BOARD OF DIRECTORS MAY DETERMINE, INCLUDING, WITHOUT LIMITATION: (A) HOSPITALS FOR THE INPATIENT OR OUTPATIENT CARE OF PERSONS SUFFERING FROM ILLNESS, INJURY, AND DISABILITY, FOR THE PREVENTION OF ILLNESS, INJURY AND DISABILITY AND FOR THE MAINTENANCE OF HEALTH. (B) FACILITIES PROVIDING AMBULATORY CARE, NURSING CARE, REHABILITATION, AND OTHER SERVICES. (C) CLINICS THROUGH WHICH PHYSICIANS AND OTHER PROVIDERS RENDER PROFESSIONAL MEDICAL SERVICES. (D) OTHER ACTIVITIES AND PROGRAMS DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. 2.3.3 TO PROMOTE AND CARRY ON SUCH SCIENTIFIC RESEARCH AS THE BOARD OF DIRECTORS MAY DETERMINE WITH RESPECT TO THE CAUSE, TREATMENT AND PREVENTION OF ILLNESS AND INJURY, THE IMPROVEMENT OF PUBLIC HEALTH AND OTHER MATTERS. 2.3.4 TO PARTICIPATE IN AND TO CARRY ON SUCH ACTIVITIES AS THE BOARD OF DIRECTORS MAY DETERMINE FOR THE EDUCATION OF PHYSICIANS, NURSES, OTHER PROFESSIONAL AND PARAPROFESSIONAL PERSONNEL, AND THE PUBLIC ABOUT RENDERING CARE TO THE SICK, INJURED AND DISABLED, ABOUT PREVENTION OF ILLNESS AND INJURY AND ABOUT THE PROMOTION OF HEALTH. 2.3.5 TO CONDUCT ACTIVITIES, EITHER DIRECTLY, THROUGH RELATED ORGANIZATIONS OR IN COOPERATION WITH ORGANIZATIONS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE CODE OR COMPARABLE PROVISIONS OF SUBSEQUENT LEGISLATION IN ORDER TO RAISE FUNDS TO FURTHER THE PURPOSES OF THE CORPORATION, SUBJECT, HOWEVER, TO ALL LIMITATIONS ON THE NATURE OR EXTENT OF SUCH ACTIVITIES APPLICABLE, FROM TIME TO TIME, TO ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE CODE. 2.3.6 TO LEASE, ACQUIRE, TO OWN, TO DISPOSE OF AND TO DEAL WITH REAL AND PERSONAL PROPERTY AND INTERESTS THEREIN AND TO APPLY GIFTS, GRANTS, BEQUESTS AND DEVISES AND THE PROCEEDS THEREOF IN FURTHERANCE OF THE PURPOSES OF THE CORPORATION. 2.3.7 TO DEAL WITH AND DISTRIBUTE THE CORPORATION'S INCOME AND ASSETS IN SUCH MANNER AS IN THE JUDGMENT OF THE BOARD OF DIRECTORS WILL BEST PROMOTE ITS OBJECTIVES AND PURPOSES, WITHOUT LIMITATION EXCEPT SUCH, IF ANY, AS MAY BE CONTAINED IN INSTRUMENTS UNDER WHICH SUCH PROPERTY IS CONVEYED TO THE CORPORATION. 2.3.8 TO DO SUCH THINGS AND TO PERFORM SUCH ACTS TO ACCOMPLISH ITS PURPOSES AS ARE PERMITTED BY SECTIONS 501(C)(3) AND 509(A)(3) OF THE CODE, WITH ALL THE POWERS CONFERRED ON NONPROFIT CORPORATIONS BY THE LAWS OF THE STATE OF MICHIGAN.
SCHEDULE A, PART IV, SECTION A, LINE 6	COREWELL HEALTH PROVIDES SERVICES AND SUPPORT TO ORGANIZATIONS WITHIN THE INTEGRATED HEALTH CARE SYSTEM THAT ARE OUTSIDE OF COREWELL HEALTH'S SUPPORTED ORGANIZATIONS. THE OTHER ORGANIZATIONS COREWELL HEALTH PROVIDES SERVICES AND SUPPORT TO ARE RELATED ORGANIZATIONS REPORTED ON SCHEDULE R.
SCHEDULE A, PART IV, SECTION D, LINE 2	COREWELL HEALTH MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS THROUGH INTEGRATED POLICIES AND PROCEDURES AND UNIFIED LEADERSHIP. AS DESCRIBED IN SCHEDULE A, PART IV, SECTION E, LINE 3A, COREWELL HEALTH IS THE PARENT TO ALL SUPPORTED ORGANIZATIONS AND AS SUCH HAS THE POWER TO APPOINT/ELECT A MAJORITY OF THE DIRECTORS/TRUSTEES OF EACH OF THE SUPPORTED ORGANIZATIONS.
SCHEDULE A, PART IV, SECTION D, LINE 3	SUPPORTED ORGANIZATIONS HAVE SIGNIFICANT VOICE IN INVESTMENT POLICIES AS NOTED BELOW, INVESTMENTS OF CASH AND/OR RESERVES, WHETHER ON AN INDIVIDUAL BASIS OR AS PART OF A POOLED INVESTMENT STRATEGY, IS A RESERVED POWER MAINTAINED BY THE SUPPORTING ORGANIZATION. THE CONSOLIDATED TREASURY FUNCTION IS CONSIDERED A SHARED SERVICE FUNCTION PROVIDED BY THE SUPPORTING ORGANIZATION TO EACH SUPPORTED ORGANIZATION. AS PART OF THAT SHARED SERVICE FUNCTION, THE SUPPORTING ORGANIZATION CONTROLS ALL INVESTMENT POLICIES, AND DIRECTS ALL INVESTMENT STRATEGIES. THIS PROVIDES MANY BENEFITS INCLUDING REDUCED COSTS AND SUBJECT MATTER EXPERTISE TO YIELD GREATER RESULTS. THE SUPPORTED ORGANIZATIONS HAVE THE ABILITY TO PROVIDE DIRECTION SPECIFICALLY RELATED TO THEIR RESPECTIVE ASSETS AS IT RELATES TO GRANT MAKING AND DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS.
SCHEDULE A, PART IV, SECTION E, LINE 3A	THE ACTIONS LISTED BELOW MAY BE UNILATERALLY CAUSED AND/OR TAKEN BY THE SUPPORTING ORGANIZATION, WITHIN ITS SOLE AND EXCLUSIVE POWER AND DISCRETION, AND SHALL NOT BE DEEMED AUTHORIZED UNLESS AND UNTIL APPROVED BY THE SUPPORTING ORGANIZATION: -ELECTION AND/OR REMOVAL OF THE MEMBERS OF THE SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS PURSUANT TO THE NOMINATION, ELECTION AND REMOVAL PROCESSES; -ELECTION AND/OR REMOVAL OF THE SUPPORTED ORGANIZATION'S CHAIRPERSON OF THE BOARD OF DIRECTORS; AND -HIRING, DISCHARGE, AND EVALUATION OF THE SUPPORTED ORGANIZATION'S PRESIDENT AS DELEGATED BY THE SUPPORTING ORGANIZATION'S BOARD OF DIRECTORS TO THE SUPPORTING ORGANIZATION'S CHIEF EXECUTIVE OFFICER (OR DESIGNEE).
SCHEDULE A, PART IV, SECTION E, LINE 3B	THE ACTIONS LISTED BELOW MAY BE UNILATERALLY CAUSED AND/OR TAKEN BY THE SUPPORTING ORGANIZATION, WITHIN ITS SOLE AND EXCLUSIVE POWER AND DISCRETION, AND SHALL NOT BE DEEMED AUTHORIZED UNLESS AND UNTIL APPROVED BY THE SUPPORTING ORGANIZATION: -AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SUPPORTED ORGANIZATION; -ELECTION AND/OR REMOVAL OF THE MEMBERS OF THE SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS; -ELECTION AND/OR REMOVAL OF THE SUPPORTED ORGANIZATION'S CHAIRPERSON OF THE BOARD OF DIRECTORS; -HIRING, DISCHARGE, AND EVALUATION OF THE SUPPORTED ORGANIZATION'S PRESIDENT; -ADOPTION OF THE SUPPORTED ORGANIZATION'S STRATEGIC PLAN; -ADOPTION OF THE SUPPORTED ORGANIZATION'S ANNUAL OPERATING AND CAPITAL BUDGETS AND ANY AMENDMENTS TO SUCH BUDGETS IN EXCESS OF THE AUTHORITY MATRIX AMOUNT; -ALL CAPITAL EXPENDITURES BY THE SUPPORTED ORGANIZATION IN EXCESS OF THE AMOUNT WHICH WOULD REQUIRE APPROVAL BY THE SUPPORTING ORGANIZATION (THE "AUTHORITY MATRIX AMOUNT"); -ALL BORROWINGS OR GUARANTEES OF INDEBTEDNESS BY THE SUPPORTED ORGANIZATION (OR ANY ENTITY CONTROLLED BY THE SUPPORTED ORGANIZATION THROUGH OWNERSHIP OR MEMBERSHIP INTEREST); -ALL LENDING BY THE SUPPORTED ORGANIZATION (OR ANY SUBSIDIARY) TO PERSONS OTHER THAN THE SUPPORTING ORGANIZATION OR A SUBSIDIARY IN EXCESS OF THE AUTHORITY MATRIX AMOUNT; -THE SUPPORTED ORGANIZATION'S OR ANY SUBSIDIARY'S INVESTMENTS OF CASH AND/OR RESERVES, WHETHER ON AN INDIVIDUAL BASIS OR AS PART OF A POOLED INVESTMENT STRATEGY; -ANY MERGER OR CONSOLIDATION OF THE SUPPORTED ORGANIZATION (OR ANY SUBSIDIARY), OR ANY OTHER CHANGE IN OWNERSHIP PERCENTAGES, CONTROL, OR CAPITAL STRUCTURE; -THE CREATION OF ANY ENTITY CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE SUPPORTED ORGANIZATION; -THE SALE OR TRANSFER OF MORE THAN TEN PERCENT (10%) OF THE ASSETS OF THE SUPPORTED ORGANIZATION (OR ANY SUBSIDIARY) TO ANY PERSON OR ENTITY NOT CONTROLLED BY THE SUPPORTING ORGANIZATION; -DISSOLUTION OF THE SUPPORTED ORGANIZATION OR ANY SUBSIDIARY; -THE SELECTION, RETENTION, AND OVERSIGHT OF THE OUTSIDE AUDITORS FOR THE SUPPORTED ORGANIZATION (OR ANY SUBSIDIARY); AND -ANY OTHER APPROVAL FOR WHICH SUPPORTING ORGANIZATION APPROVAL IS REQUIRED BY LAW. IN ADDITION TO THESE RESERVED POWERS OF THE SUPPORTING ORGANIZATION LISTED ABOVE, THE SUPPORTING ORGANIZATION HAS THE AUTHORITY TO ADOPT SYSTEM-WIDE POLICIES AND PROCEDURES.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization COREWELL HEALTH

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization COREWELL HEALTH		Employer identification number 38-3382353

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization COREWELL HEALTH			Employer identification number 38-3382353
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

408,711

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

359,065

Total. Add lines 1c through 1i ....................................................................................................

767,776

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Part II-B, Line 1:	AMOUNT REFLECTS PORTION OF SYSTEM GOVERNMENT AFFAIRS STAFF AND MULTI-CLIENT LOBBYIST'S SALARY AND EXPENSES FOR STATE AND FEDERAL DIRECT LOBBYING ACTIVITY AS REFLECTED IN OUR STATE AND FEDERAL LOBBYING REPORTS. LOBBYING ACTIVITIES INCLUDE CALLS TO OR MEETINGS WITH GOVERNMENT OFFICIALS OR LAWMAKERS, AND ELECTRONIC COMMUNICATIONS SENT TO CONVEY POSITIONS, CONCERNS, AND RECOMMENDATIONS. SUCH FUNCTIONS WERE PERFORMED BY EMPLOYEES AS WELL AS LOBBYING FIRMS AND TRADE ORGANIZATIONS LOBBYING ON OUR BEHALF. THE AMOUNT IN OTHER ACTIVITIES REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING.

Return Reference

Explanation

Part II-B, Line 1:

AMOUNT REFLECTS PORTION OF SYSTEM GOVERNMENT AFFAIRS STAFF AND MULTI-CLIENT LOBBYIST'S SALARY AND EXPENSES FOR STATE AND FEDERAL DIRECT LOBBYING ACTIVITY AS REFLECTED IN OUR STATE AND FEDERAL LOBBYING REPORTS. LOBBYING ACTIVITIES INCLUDE CALLS TO OR MEETINGS WITH GOVERNMENT OFFICIALS OR LAWMAKERS, AND ELECTRONIC COMMUNICATIONS SENT TO CONVEY POSITIONS, CONCERNS, AND RECOMMENDATIONS. SUCH FUNCTIONS WERE PERFORMED BY EMPLOYEES AS WELL AS LOBBYING FIRMS AND TRADE ORGANIZATIONS LOBBYING ON OUR BEHALF. THE AMOUNT IN OTHER ACTIVITIES REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	21,618,183		21,618,183
b	Buildings ....	105,750,366	56,490,486	49,259,880
c	Leasehold improvements	7,193,000	6,763,867	429,133
d	Equipment ....	101,667,899	82,635,052	19,032,847
e	Other .....	485,338,979	231,812,660	253,526,319
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				343,866,362

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)DUE FROM AFFILIATES				491,831,649
(2)NONQUALIFIED BENEFIT PLAN				200,550,699
(3)OTHER LONG TERM ASSETS				50,295,317
(4)SAAS				25,523,083
(5)LONG TERM PREPAID PENSION ASSET				21,722,154
(6)DUE FROM NON-CONSOLIDATED ENTITY				7,677,022
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				797,599,924

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
PROFESSIONAL LIABILITY ACCRUAL	280,459,656
NON-QUALIFIED BENEFIT PLAN	200,550,699
DUE TO AFFILIATES	56,130,863
SWAP MARKET VALUE	36,291,882
WORKERS COMP RESERVE	17,626,889
OTHER LIABILITIES	15,714,124
OPERATING LEASE LIABILITY	12,993,728


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	619,767,841
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
COREWELL HEALTH

Employer identification number

38-3382353

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	391,100,000
















3a	Sub-total ....	0	0		391,100,000
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		391,100,000

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
Part II, Line 1 Accounting Method:	ACCRUAL

Schedule F (Form 990) 2023

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
COREWELL HEALTH

Employer identification number
38-3382353

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) AMA INTERNATIONAL 2238 TIMBERWOOD DRIVE GRAND RAPIDS,MI49508	37-1907531	501(c)(3)	0	95,996	FMV	MEDICAL SUPPLIES	SUPPORT EXEMPT PURPOSE
(2) AMERICAN CANCER SOCIETY 2000 TOWN CENTER SOUTHFIELD,MI48076	13-1788491	501(c)(3)	20,000	0			SUPPORT EXEMPT PURPOSE
(3) AMERICAN HEART ASSOCIATION 26555 EVERGREEN RD SOUTHFIELD,MI48076	13-5613797	501(c)(3)	25,000	0			SUPPORT EXEMPT PURPOSE
(4) CITIZENS RESEARCH COUNCIL OF MICHIGAN 38777 6 MILE RD LIVONIA,MI48152	38-1539991	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(5) CITY OF GRAND RAPIDS 245 STATE STREET GRAND RAPIDS,MI49503	38-6004689	GOVT	35,800	0			SUPPORT EXEMPT PURPOSE
(6) COMMUNITY FOOD CLUB 1100 S DIVISION AVE GRAND RAPIDS,MI49507	82-2265189	501(c)(3)	15,000	0			SUPPORT EXEMPT PURPOSE
(7) DETROIT CHILDREN'S FUND 100 TALON CENTRE DR 100 DETROIT,MI48207	46-2499615	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(8) DETROIT PUBLIC THEATRE 684 WEST BALTIMORE 201 DETROIT,MI48202	47-3449342	501(c)(3)	7,500	0			SUPPORT EXEMPT PURPOSE
(9) DETROIT ZOOLOGICAL SOCIETY 8450 W 10 MILE ROAD ROYAL OAK,MI48067	38-6027356	501(c)(3)	22,500	0			SUPPORT EXEMPT PURPOSE
(10) FIRST STEP THE WESTERN WAYNE COUNTY PROJECT DOMESTIC ASSAULT 44567 PINETREE DRIVE PLYMOUTH,MI48170	38-2208980	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(11) GLEANERS COMMUNITY FOOD BANK OF SOUTHEAST MICHIGAN 2131 BEAUFAIT DETROIT,MI48207	38-2156255	501(c)(3)	25,000	0			SUPPORT EXEMPT PURPOSE
(12) GRAND RAPIDS CHAMBER OF COMMERCE 250 MONROE AVE NW STE 150 GRAND RAPIDS,MI49503	38-0592500	501(c)(6)	18,000	0			SUPPORT EXEMPT PURPOSE
(13) GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DRIVE ALLENDALE,MI49401	38-1684280	501(c)(3)	3,212,500	0			SUPPORT EXEMPT PURPOSE
(14) GREATER DETROIT CHAPTER - ASSOCIATION OF FUNDRAISING PROFESSIONALS PO BOX 598 OXFORD,MI48371	38-2366434	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(15) GREATER MICHIGAN CHAPTER NATIONAL BLACK MBA ASSOCIATION PO BOX 888246 GRAND RAPIDS,MI49588	87-3528553	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(16) GROSSE POINTE CHAMBER FOUNDATION 106 KERCHEVAL AVENUE GROSSE POINTE FARMS,MI48236	26-1616110	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(17) HISPANIC CENTER OF WESTERN MICHIGAN 1204 GRANDVILLE AVE SW GRAND RAPIDS,MI49503	38-2265825	501(c)(3)	15,000	0			SUPPORT EXEMPT PURPOSE
(18) LAKESHORE ETHNIC DIVERSITY ALLIANCE PO BOX 2945 HOLLAND,MI49422	38-3360686	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(19) LITERACY CENTER OF WEST MI 1120 MONROE NW SUITE 240 GRAND RAPIDS,MI49503	38-2725232	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(20) MIDWEST CHAPTER OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES 13064 BURNINGWOOD DR WASHINGTON,MI48094	42-1616575	501(c)(6)	7,500	0			SUPPORT EXEMPT PURPOSE
(21) MIU MEN'S HEALTH FOUNDATION 20952 E TWELVE MILE ROAD NO 200 ST CLAIR SHORES,MI48081	26-4340897	501(c)(3)	7,500	0			SUPPORT EXEMPT PURPOSE
(22) NEW DAY FOUNDATION FOR FAMILIES 245 BARCLAY CIRCLE SUITE 300 ROCHESTER HILLS,MI48307	26-0609040	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(23) NEW HEIGHTS CHRISTIAN COMMUNITY DEVELOPMENT 4367 S NILES ROAD ST JOSEPH,MI49085	81-5017908	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(24) NF FORWARD 1074 WOODWARD AVENUE DETROIT,MI48226	82-1672519	501(c)(3)	7,500	0			SUPPORT EXEMPT PURPOSE
(25) OAKLAND UNIVERSITY 433 MEADOW BROOK RD ROCHESTER,MI48309	38-1714400	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(26) ROYAL OAK CIVIC FOUNDATION 203 SOUTH TROY STREET ROYAL OAK,MI48067	30-1201394	501(c)(3)	82,623	0			SUPPORT EXEMPT PURPOSE
(27) SOCIETY OF BLACK ACADEMIC SURGEONS INC 633 N SAINT CLAIR STREET 2400 CHICAGO,IL60611	16-1444395	501(c)(3)	20,000	0			SUPPORT EXEMPT PURPOSE
(28) STEM GREENHOUSE 1420 BERKSHIRE DR SE GRAND RAPIDS,MI49508	32-0454196	501(c)(3)	60,000	0			SUPPORT EXEMPT PURPOSE
(29) THE COMMUNITY HOUSE FOUNDATION 380 SOUTH BATES BIRMINGHAM,MI48009	82-1068586	501(c)(3)	30,000	0			SUPPORT EXEMPT PURPOSE
(30) THE SHUL 6890 W MAPLE RD W BLOOMFIELD,MI48322	20-1370223	501(c)(3)	10,000	0			SUPPORT EXEMPT PURPOSE
(31) WEST MICHIGAN CENTER FOR ARTS AND TECH 98 EAST FULTON SUITE 202 GRAND RAPIDS,MI49503	74-3120354	501(c)(3)	40,000	0			SUPPORT EXEMPT PURPOSE
(32) YESHIVA BETH YEHUDAH 15751 LINCOLN DR SOUTHFIELD,MI48076	38-1437939	501(c)(3)	12,500	0			SUPPORT EXEMPT PURPOSE

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Part I, Line 2:

COREWELL HEALTH ONLY PROVIDES GRANTS TO ORGANIZATIONS THAT HAVE A MISSION AND VALUES THAT CLOSELY ALIGN WITH THE MISSION AND VALUES OF COREWELL HEALTH. COREWELL HEALTH FOCUSES ON PROVIDING GRANTS TO ORGANIZATIONS THAT IMPROVE THE HEALTH OF THE UNDERSERVED IN THE COMMUNITY AND/OR ORGANIZATIONS THAT INCREASE ACCESS TO HEALTH CARE. RECIPIENTS RECEIVING GRANTS GREATER THAN $25,000 ARE REQUIRED TO SUBMIT TO COREWELL HEALTH QUARTERLY ITEMIZED FINANCIAL REPORTS. FOR GRANTS LESS THAN $25,000 COREWELL HEALTH DOCUMENTS THE RESTRICTION OF THE FUNDS FOR SPECIFIC PROGRAMS THAT SUPPORT THE UNDERSERVED OR INCREASE ACCESS TO HEALTH CARE. THE REASON FOR NOT REQUESTING FINANCIAL REPORTS FOR SMALLER GIFTS IS DUE TO THE SIGNIFICANT LEVEL OF EFFORT THAT IT WOULD IMPOSE UPON THE COMMUNITY ORGANIZATIONS WHO OFTEN HAVE LIMITED RESOURCES TO PROVIDE THE DOCUMENTATION.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CHRISTINA FREESE DECKER DIRECTOR/PRESIDENT	(i) (ii)	2,319,878 ------------- 0	2,835,338 ------------- 0	203,252 ------------- 0	1,345,273 ------------- 0	28,408 ------------- 0	6,732,149 ------------- 0	1,411,341 ------------- 0
2DARRYL ELMOUCHI MD CHIEF OPERATING OFFICER	(i) (ii)	1,704,153 ------------- 0	1,458,248 ------------- 0	92,259 ------------- 0	618,080 ------------- 0	31,219 ------------- 0	3,903,959 ------------- 0	461,727 ------------- 0
3KONGKRIT CHAIYASATE MD PHYSICIAN	(i) (ii)	3,174,823 ------------- 0	0 ------------- 0	3,364 ------------- 0	22,600 ------------- 0	34,133 ------------- 0	3,234,920 ------------- 0	0 ------------- 0
4SHAWN ULREICH CHIEF NURSE EXECUTIVE	(i) (ii)	475,934 ------------- 0	161,387 ------------- 0	2,542,845 ------------- 0	19,800 ------------- 0	28,662 ------------- 0	3,228,628 ------------- 0	2,422,495 ------------- 0
5PRAVEEN THADANI PRESIDENT PRIORITY HEALTH	(i) (ii)	1,218,900 ------------- 0	1,291,995 ------------- 0	107,693 ------------- 0	550,170 ------------- 0	27,146 ------------- 0	3,195,904 ------------- 0	322,002 ------------- 0
6MATTHEW COX TREASURER	(i) (ii)	1,165,187 ------------- 0	1,364,836 ------------- 0	84,049 ------------- 0	540,264 ------------- 0	28,935 ------------- 0	3,183,271 ------------- 0	421,370 ------------- 0
7MOHAMMAD CHISTI MD PHYSICIAN	(i) (ii)	3,090,769 ------------- 0	2,250 ------------- 0	1,710 ------------- 0	15,250 ------------- 0	37,352 ------------- 0	3,147,331 ------------- 0	0 ------------- 0
8SARA RIAZ MD PHYSICIAN	(i) (ii)	2,322,889 ------------- 0	0 ------------- 0	1,137 ------------- 0	15,250 ------------- 0	39,667 ------------- 0	2,378,943 ------------- 0	0 ------------- 0
9BENJAMIN SCHWARTZ MD PRESIDENT CHE - PART YEAR	(i) (ii)	856,483 ------------- 0	622,691 ------------- 0	690,147 ------------- 0	60,455 ------------- 0	24,321 ------------- 0	2,254,097 ------------- 0	242,361 ------------- 0
10LOREN B HAMEL MD PRESIDENT CHS	(i) (ii)	746,607 ------------- 0	772,884 ------------- 0	225,126 ------------- 0	115,872 ------------- 0	29,521 ------------- 0	1,890,010 ------------- 0	341,991 ------------- 0
11JASON JOSEPH CHIEF DIGITAL AND INFO OFFICER	(i) (ii)	761,052 ------------- 0	669,611 ------------- 0	53,266 ------------- 0	358,741 ------------- 0	26,693 ------------- 0	1,869,363 ------------- 0	271,698 ------------- 0
12DAVID LEONARD SECRETARY	(i) (ii)	761,010 ------------- 0	665,356 ------------- 0	64,173 ------------- 0	347,119 ------------- 0	29,729 ------------- 0	1,867,387 ------------- 0	293,440 ------------- 0
13KENNETH FAWCETT JR MD PHYSICIAN	(i) (ii)	23,647 ------------- 0	92,509 ------------- 0	1,682,150 ------------- 0	0 ------------- 0	1,662 ------------- 0	1,799,968 ------------- 0	29,436 ------------- 0
14TRACIE MORRIS CHIEF PEOPLE OFFICER	(i) (ii)	740,470 ------------- 0	445,942 ------------- 0	5,349 ------------- 0	298,417 ------------- 0	11,785 ------------- 0	1,501,963 ------------- 0	0 ------------- 0
15JEREMY HARPER CHIEF STRATEGY AND MKT OFFICER	(i) (ii)	593,289 ------------- 0	422,687 ------------- 0	40,013 ------------- 0	279,790 ------------- 0	30,969 ------------- 0	1,366,748 ------------- 0	140,434 ------------- 0
16ALEJANDRO QUIROGA CHAND MD PRESIDENT CHW	(i) (ii)	746,771 ------------- 0	213,604 ------------- 0	62,332 ------------- 0	236,893 ------------- 0	26,800 ------------- 0	1,286,400 ------------- 0	0 ------------- 0
17CARLOS CUBIA EVP, CHIEF IED & SUSTAINABILTY OFFIC	(i) (ii)	496,367 ------------- 0	336,635 ------------- 0	26,563 ------------- 0	212,396 ------------- 0	30,960 ------------- 0	1,102,921 ------------- 0	0 ------------- 0
18ANGEL HERNANDEZ MD DIRECTOR	(i) (ii)	605,345 ------------- 0	81,029 ------------- 0	16,275 ------------- 0	23,100 ------------- 0	32,658 ------------- 0	758,407 ------------- 0	0 ------------- 0
19PAMELA RIES FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 0	180,756 ------------- 0	553,419 ------------- 0	0 ------------- 0	0 ------------- 0	734,175 ------------- 0	100,185 ------------- 0
20CHRISTOPHER CARPENTER MD DIRECTOR	(i) (ii)	550,823 ------------- 0	0 ------------- 0	9,643 ------------- 0	22,600 ------------- 0	36,761 ------------- 0	619,827 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

Part I, Line 1a

THE ORGANIZATION HAS PROVIDED FIRST CLASS TRAVEL AND/OR CHARTER TRAVEL FOR CERTAIN EXECUTIVE EMPLOYEES AND/OR BOARD MEMBERS IN LIMITED SITUATIONS. FIRST CLASS AND/OR CHARTER TRAVEL IS UTILIZED WHEN COMMERCIAL AIR TRAVEL WAS NOT AVAILABLE FOR A DESTINATION, OR NOT EFFICIENT DUE TO SCHEDULES AND/OR CONNECTIONS, AND ALSO FOR ANNUAL BOARD RETREAT TRAVEL. FIRST CLASS TRAVEL IS ALSO UTILIZED BY SENIOR EXECUTIVE LEADERS WHEN TRAVELING INTERNATIONALLY. TO THE EXTENT THE BENEFIT IS DEEMED REPORTABLE, IT IS TREATED AS TAXABLE COMPENSATION IN A 1099 OR W-2 TO THE RECIPIENT. THE ORGANIZATION HAS PROVIDED TRAVEL FOR COMPANIONS FOR CERTAIN EXECUTIVE EMPLOYEES AND/OR BOARD MEMBERS IN LIMITED SITUATIONS. TO THE EXTENT THE BENEFIT IS DEEMED REPORTABLE, IT IS TREATED AS TAXABLE COMPENSATION IN A 1099 OR W-2 TO THE RECIPIENT. THE ORGANIZATION HAS PROVIDED HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR CERTAIN SENIOR EXECUTIVE LEADERS. TO THE EXTENT THE BENEFIT IS DEEMED REPORTABLE, IT IS TREATED AS TAXABLE COMPENSATION IN A W-2 TO THE RECIPIENT.

Part I, Lines 4a-b

THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023: BENJAMIN SCHWARTZ MD $353,077 KENNETH FAWCETT JR. MD $289,711 PAMELA RIES $553,419 THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING CALENDAR YEAR 2023: BENJAMIN SCHWARTZ MD $242,361 CHRISTINA FREESE DECKER $1,411,341 DARRYL ELMOUCHI MD $461,727 DAVID LEONARD $293,440 JASON JOSEPH $271,698 JEREMY HARPER $140,434 KENNETH FAWCETT JR. MD $29,436 LOREN B. HAMEL MD $524,640 MATTHEW COX $421,370 PAMELA RIES $180,756 PRAVEEN THADANI $322,002 SHAWN ULREICH $2,422,495 SCHEDULE J, PART I, LINE 4B IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS DO PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN(S). SOME INDIVIDUALS RECEIVED DISTRIBUTIONS DURING THE YEAR (AS REPORTED ON THIS LINE) WHEREAS OTHERS PARTICIPATED IN THE PLAN(S) BUT DID NOT RECEIVE DISTRIBUTIONS. DISTRIBUTIONS REPORTED ON THIS LINE ARE ALSO INCLUDED IN SCHEDULE J, PART II, COLUMN F AS COMPENSATION REPORTED IN A PRIOR YEAR WHILE ALSO BEING REPORTED IN THE CURRENT 990 AS TOTAL COMPENSATION. THE NONQUALIFIED RETIREMENT PLANS ARE AN INDUSTRY STANDARD AND ARE SUBJECT TO THE FUNDING REQUIREMENTS OF NONQUALIFIED DEFERRED COMPENSATION PLANS UNDER ERISA AND FEDERAL TAX REGULATIONS.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) NATALIE PAYNE MD	FAMILY MEMBER OF DIRECTORS WELSH, SEAN AND PAYNE, WILLIAM	57,923	EMPLOYMENT		No
(2) LYNN TODMAN	FAMILY MEMBER OF DIRECTOR TODMAN, MICHAEL	544,911	EMPLOYMENT		No
(3) CHRISTINE GILLMAN	FAMILY MEMBER OF DIRECTOR ROTH, ROBERT	144,249	EMPLOYMENT		No
(4) JASON WONG	FAMILY MEMBER OF DIRECTOR CARPENTER M.D., CHRISTOPHER	88,059	EMPLOYMENT		No
(5) JENNIFER WONG	FAMILY MEMBER OF DIRECTOR CARPENTER M.D., CHRISTOPHER	148,391	EMPLOYMENT		No
(6) LORIE ANN HAMEL	FAMILY MEMBER OF KEY EMPLOYEE HAMEL M.D., LOREN B.	14,358	EMPLOYMENT		No
(7) LOWELL HAMEL MD	FAMILY MEMBER OF KEY EMPLOYEE HAMEL M.D., LOREN B.	753,492	EMPLOYMENT		No
(8) PHILIP COOPER	FAMILY MEMBER OF KEY EMPLOYEE HAMEL M.D., LOREN B.	158,549	EMPLOYMENT		No
(9) ANDREW COOPER	FAMILY MEMBER OF KEY EMPLOYEE HAMEL M.D., LOREN B.	22,722	EMPLOYMENT		No
(10) TIMOTHY JOSEPH MD	FAMILY MEMBER OF KEY EMPLOYEE JOSEPH, JASON	551,019	EMPLOYMENT		No
(11) JURE GRAHOVIC MD	FAMILY MEMBER OF DIRECTOR GRAHOVAC M.D., MARIJA	22,500	EMPLOYMENT		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
SCHEDULE L PART IV CONTINUED	GRAHOVIC M.D., JURE X FAMILY MEMBER OF DIRECTOR GRAHOVAC M.D., MARIJA EMPLOYMENT 22,500 NO SHARING OF ORGANIZATON'S REVENUE

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Return Reference	Explanation
Form 990, Part VI, Section A, line 2	MATTHEW COX, PRAVEEN THADANI AND CHRISTINA FREESE DECKER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF PRIORITY HEALTH MANAGED BENEFITS, INC. A RELATED TAXABLE ENTITY.
Form 990, Part VI, Section B, line 11b	THE FORM 990 IS PREPARED BY COREWELL HEALTH CORPORATE TAX. IT IS REVIEWED BY THE CORPORATE TAX MANAGER AND THE VP TAX. A SECOND REVIEW IS PERFORMED BY AN EXTERNAL CPA FIRM WITH EXPERTISE IN TAX-EXEMPT TAX RETURN PREPARATION. IT IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE AND LEGAL DEPARTMENTS. A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
Form 990, Part VI, Section B, line 12c	BOARD OF DIRECTORS: 1.CONFLICTS OF INTEREST MUST BE DISCLOSED, VIA AN ANNUAL ELECTRONIC DISCLOSURE PROCESS AND VERBALLY AT EACH BOARD AND BOARD COMMITTEE MEETING AS PART OF THE "DECLARATION OF CONFLICT OF INTEREST" PRIOR TO DISCUSSION OF ANY AGENDA ITEMS. 2. A PERSON HAVING A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT MAY MAKE A PRESENTATION AT A MEETING OF THE BOARD OR COMMITTEE WHICH IS CONSIDERING THAT TRANSACTION OR ARRANGEMENT, BUT AFTER THAT PRESENTATION HE/SHE SHALL LEAVE THE MEETING BEFORE DISCUSSION AND VOTING ON THAT PROPOSED TRANSACTION OR ARRANGEMENT. THE PERSON HAVING THE FINANCIAL INTEREST SHALL NOT BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT. 3. THE CHAIRPERSON OF THE BOARD OR THE COMMITTEE CHAIR SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE (INCLUDING OUTSIDE ADVISORS) TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND TO ADVISE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. 4. THE BOARD OR COMMITTEE SHALL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER THE ORGANIZATION CAN, WITH REASONABLE EFFORTS, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 5. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS AND MEMBERS WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 6. THE MINUTES OF THE MEETINGS OF THE BOARD AND ALL OF THE ORGANIZATION'S COMMITTEES SHALL SET FORTH: A) THE NAMES OF THE PERSONS WHO DISCLOSED A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE ORGANIZATION OR ANY OF ITS SUBSIDIARIES AND THE NATURE OF THE FINANCIAL INTEREST; AND B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO SUCH TRANSACTION OR ARRANGEMENT, INCLUDING ANY DISCUSSION OF ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THAT MATTER. THE VOTES OF INDIVIDUAL MEMBERS NEED NOT BE RECORDED UNLESS OTHERWISE DIRECTED BY THE BOARD OF DIRECTORS OR COMMITTEE. 7. THERE IS AN ONGOING REQUIREMENT THAT MEMBERS OF THE BOARD AND BOARD COMMITTEES UPDATE THEIR ANNUAL DISCLOSURE QUESTIONNAIRE AT ANY POINT DURING HIS/HER TENURE ON THE BOARD OF DIRECTORS WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. MANAGEMENT: 1. UPON ACCEPTANCE OF AN EMPLOYMENT OFFER, EACH MEMBER OF MANAGEMENT (DIRECTORS AND ABOVE) COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE QUESTIONNAIRE. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE QUESTIONNAIRE IS SENT TO THE ORGANIZATION'S SYSTEM COMPLIANCE DEPARTMENT. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE IS REVIEWED BY THE ORGANIZATION'S COMPLIANCE OPERATIONS ANALYST AND ESCALATED TO THE APPROPRIATE EXECUTIVE LEADERSHIP TEAM, IF NECESSARY. 2. ANNUALLY, EACH MEMBER OF MANAGEMENT (DIRECTORS AND ABOVE) COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ELECTRONICALLY. IF THERE IS AN AFFIRMATIVE DISCLOSURE, THE QUESTIONNAIRE IS REVIEWED BY THE APPROPRIATE EXECUTIVE LEADERSHIP TEAM. 3. THERE IS AN ONGOING REQUIREMENT TO UPDATE THE DISCLOSURE QUESTIONNAIRE WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. UPDATED DISCLOSURES FOLLOW THE SAME PROCESS AS INITIAL DISCLOSURES DESCRIBED ABOVE. 4. THECOMPLIANCE OFFICER, IN CONSULTATION WITH EXECUTIVE MANAGEMENT,DETERMINES HOW REPORTED CONFLICTS SHOULD BE MANAGED. MANAGEMENT OF A CONFLICT MAY TAKE A VARIETY OF DIFFERENT FORMS FROM IMPLEMENTATION OF A MANAGEMENT PLAN TO REQUIRING THAT THE MEMBER OF MANAGEMENT CEASE THE ACTIVITY CREATING THE CONFLICT OR, IN EXTREME CASES, LEAVE THE ORGANIZATION'S EMPLOYMENT. MANAGEMENT OF A CONFLICT IS DETERMINED ON AN INDIVIDUAL BASIS BASED UPON THE FACTS AND CIRCUMSTANCES SURROUNDING THE DISCLOSURE. THE PURPOSE OF CONFLICT MANAGEMENT IS TO PROVIDE TRANSPARENCY WITHIN THE ORGANIZATION AND TO ENSURE THAT THE ORGANIZATION'S EMPLOYEES ARE ALWAYS ACTING IN THE BEST INTEREST OF THE ORGANIZATION.
Form 990, Part VI, Section B, line 15	THE COREWELL HEALTH BOARD OF DIRECTORS (THROUGH ITS COMPENSATION COMMITTEE) USES THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION OF THE TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES AT COREWELL HEALTH. LABOR MARKET DATA REFLECTING COMPARABLE ORGANIZATIONS AND JOBS (PREPARED BY INDEPENDENT FIRMS) ARE RELIED UPON IN SETTING COMPENSATION LEVELS. COMPETITIVE ASSESSMENT REPORTS ARE PROVIDED TO THE COMPENSATION COMMITTEE IN ADVANCE OF MEETINGS. THE COMPETITIVE ASSESSMENT REPORT IS PREPARED BY A NATIONALLY KNOWN INDEPENDENT EXECUTIVE COMPENSATION FIRM. FOR CY 2023 (1/1/23-12/31/23), THE FOLLOWING SURVEYS, PREPARED BY INDEPENDENT FIRMS, WERE THE PRIMARY SOURCES REFERENCED TO OBTAIN COMPARABLE MARKET DATA FOR THE REVIEW: GALLAGHER: 2022 NATIONAL HEALTHCARE LEADERSHIP COMPENSATION SURVEY MERCER: 2023 IHN HEALTHCARE COMPENSATION SURVEY MERCER: 2023 IHP HEALTH PLAN COMPENSATION SURVEY SULLIVANCOTTER, INC: 2023 HEALTH CARE MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY IN ADDITION, TWO GENERAL INDUSTRY SURVEYS WERE REFERENCED FOR SELECT POSITIONS: MERCER: 2023 US EXECUTIVE REMUNERATION SUITE WILLIS TOWERS WATSON: 2023 EXECUTIVE COMPENSATION SURVEY IN ADDITION TO THE ABOVE DATA SOURCES, THE COMPENSATION COMMITTEE APPROVED THE CREATION OF A CUSTOM PEER GROUP OF HIGH PERFORMING INTEGRATED HEALTH SYSTEMS TO ENSURE ROBUST DATA AND A RELEVANT COMPARATOR MARKET. THE PEER GROUP ORGANIZATIONS ARE APPROVED BY THE COMPENSATION COMMITTEE AND CONSISTS OF HEALTHCARE SYSTEMS SIMILAR IN REVENUE SIZE, TALENT MARKET COMPETITORS, HIGH PERFORMERS, FINANCIALLY STABLE AS INDICATED BY BOND RATING AND THAT FOLLOW A SIMILAR STRATEGY (MULTI-SITE SYSTEMS, HEALTH PLANS). COMPARABLE DATA FOR THE APPROVED PEER GROUP IS COMPILED BY THE INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM. COMPENSATION ADJUSTMENTS ARE APPROVED BY COMPENSATION COMMITTEE MEMBERS, CONSISTENT WITH THE COREWELL HEALTH COMPENSATION PHILOSOPHY DESCRIBED BELOW. MINUTES OF COMMITTEE DISCUSSIONS AND DECISIONS ARE PREPARED TO MEMORIALIZE COMPENSATION COMMITTEE DECISIONS BASED UPON THE ABOVE DATA. CASH COMPENSATION DATA RELIED UPON BY THE COMPENSATION COMMITTEE IS NATIONAL AND REFLECTS THE COMPENSATION PAID TO EXECUTIVES IN COMPARABLE JOBS IN COMPARABLY-SIZED HEALTH CARE AND / OR HEALTH INSURANCE ORGANIZATIONS. COREWELL HEALTH RECRUITS NATIONALLY FOR ITS EXECUTIVES. BENEFITS DATA REFLECT NATIONAL HEALTH CARE / HEALTH INSURANCE MARKET PRACTICES. THIS PROCESS IS INTENDED TO ASSIST COREWELL HEALTH IN QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INTERMEDIATE SANCTIONS REGULATIONS) AND COMPLYING WITH THE POTENTIAL COREWELL HEALTH EXCESS BENEFIT TRANSACTION POLICY FOR THOSE INDIVIDUALS IN THE GROUP WHO ARE DISQUALIFIED PERSONS. THE OPINION SUBMITTED FROM THE THIRD PARTY INDEPENDENT CONSULTING FIRM IS IN ACCORDANCE WITH THE PROVISIONS OF TREASURY REGULATIONS SECTION 53.4958-6(C)(2) AND IS ALSO INTENDED TO SATISFY THE PROFESSIONAL ADVICE REQUIREMENT OF TREASURY REGULATIONS SECTION 53.4958-1(D)(4)(III).
Form 990, Part VI, Section C, line 19	THE ORGANIZATION'S ARTICLES OF INCORPORATION HAVE BEEN PROVIDED TO THE STATE OF MICHIGAN AND ARE AVAILABLE TO THE PUBLIC ON THE STATE'S WEBSITE. THE ORGANIZATION'S BYLAWS AND INTERNAL POLICIES ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART VII, SECTION A	BASED ON EXTERNAL OPINION BY SULLIVANCOTTER, INC., COREWELL HEALTH COMPENSATES BOARD MEMBERS IN A MANNER THAT IS REASONABLE IN RELATION TO MARKET DATA. BOARD OF DIRECTORS COMPENSATION IS CONTINUALLY REVIEWED TO CONFIRM COMPENSATION FALLS WITHIN REASONABLE LIMITS. ANY COMPENSATION AMOUNT IS TREATED AS TAXABLE TO THE BOARD MEMBER AND IS REPORTED AND PROVIDED TO THEM ON FORM 1099 AND/OR FORM W-2. THE COMPENSATION REPORTED FOR EMPLOYEES OF THE ORGANIZATION IS NOT FOR SERVICES IN THEIR CAPACITY AS MEMBERS OF THE BOARD OF DIRECTORS BUT FOR SERVICES AS EMPLOYEES OF THE HEALTH SYSTEM. CERTAIN DIRECTORS WERE PAID REASONABLE COMPENSATION FOR THEIR SERVICES AS MEMBERS OF THE BOARD.
Form 990, Part IX, line 11g	OTHER FEES FOR SERVICES: Program service expenses 110,257,173. Management and general expenses 1,396,400. Fundraising expenses 0. Total expenses 111,653,573. COLLECTION AGENCY FEES: Program service expenses 4,779,034. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,779,034.
Form 990, Part XI, line 9:	MINIMUM PENSION LIABILITY 14,753,057. TRANSFERS OF CAPITAL FROM AFFILIATES 843,532,328.
Form 990, Part XII, Line 2c:	NO CHANGE IN OVERSIGHT FROM PRIOR YEAR

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

COREWELL HEALTH

Employer identification number

38-3382353

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) COREWELL HEALTH INNOVATIONS LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-2868213	IP DEVLOPMENT	MI	8,829	0	COREWELL HEALTH VENTURES LLC
(2) COREWELL HEALTH VENTURES LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 81-5424150	INVEST IN HEALTHCARE INNOVATION	MI	0	67,626,317	COREWELL HEALTH
(3) HEALTH DATA COLLABORATIVE LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503	HEALTH DATA COLLABORATION	MI	0	0	COREWELL HEALTH
(4) OXFORD REAL PROPERTY HOLDINGS LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503	HOLDING COMPANY	MI	0	0	COREWELL HEALTH
(5) RAPID CITY II LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503	HOLDING COMPANY	MI	69,132	10,378	COREWELL HEALTH
(6) RAPID CITY LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 85-4384281	HOLDING COMPANY	MI	35,840	5,990	COREWELL HEALTH
(7) RIVERCREST ONE LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503	HOLDING COMPANY	MI	45,208	5,015	COREWELL HEALTH

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)BEAUMONT HEALTH 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 46-5718220	SUPPORTING ORGANIZATION	MI	501(c)(3)	Line 12c, III-FI	COREWELL HEALTH	Yes
(2)BEAUMONT HEALTH FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 36-4852171	FUNDRAISING FOUNDATION	MI	501(c)(3)	Line 7	BEAUMONT HEALTH		No
(3)BEAUMONT MEDICAL GROUP-HOSPITAL-BASED SERVICES 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 82-2768899	PHYSICIAN SUPPORT SERVICES	MI	501(c)(3)	Line 10	BEAUMONT HEALTH		No
(4)BEAUMONT MEDICAL GROUP-PRIMARY CARE SERVICES 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 82-2796539	PHYSICIAN SUPPORT SERVICES	MI	501(c)(3)	Line 10	BEAUMONT HEALTH		No
(5)BEAUMONT MEDICAL GROUP-SPECIALTY SERVICES 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 82-2784244	PHYSICIAN SUPPORT SERVICES	MI	501(c)(3)	Line 10	BEAUMONT HEALTH		No
(6)BEAUMONT MEDICAL TRANSPORTATION SERVICES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 26-0203703	MEDICAL TRANSPORTATIONAL SERVICES	MI	501(c)(3)	Line 10	BH GRAND RIVER SOUTHFIELD INC		No
(7)BH GRAND RIVER SOUTHFIELD INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2410823	EMERGENCY MEDICAL SERVICES	MI	501(c)(3)	Line 10	BOTSFORD GENERAL HOSPITAL		No
(8)BOTSFORD CONTINUING CARE CORPORATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2549505	REHABILITATION & NURSING CENTER	MI	501(c)(3)	Line 10	BOTSFORD GENERAL HOSPITAL		No
(9)BOTSFORD GENERAL HOSPITAL 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1426919	HOSPITAL	MI	501(c)(3)	Line 3	BEAUMONT HEALTH		No
(10)COREWELL HEALTH FOUNDATION WEST MICHIGAN 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2752328	FUNDRAISING FOUNDATION	MI	501(c)(3)	Line 7	SPECTRUM HEALTH HOSPITALS		No
(11)HOSPICE AT HOME INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2416086	HOSPICE AND PALLIATIVE CARE	MI	501(c)(3)	Line 7	LAKELAND REGIONAL HEALTH SYSTEM		No
(12)LAKELAND COMMUNITY HOSPITAL WATERVLIET 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1368745	HOSPITAL	MI	501(c)(3)	Line 3	LAKELAND REGIONAL HEALTH SYSTEM		No
(13)LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2539929	FUNDRAISING FOUNDATION	MI	501(c)(3)	Line 7	LAKELAND REGIONAL HEALTH SYSTEM		No
(14)LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2156872	HOSPITAL	MI	501(c)(3)	Line 3	LAKELAND REGIONAL HEALTH SYSTEM		No
(15)LAKELAND REGIONAL HEALTH SYSTEM 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2609624	SUPPORTING ORGANIZATION	MI	501(c)(3)	Line 12c, III-FI	COREWELL HEALTH	Yes
(16)LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3452303	FACILITY LEASING	MI	501(c)(3)	Line 3	LAKELAND REGIONAL HEALTH SYSTEM		No
(17)LAKESHORE AREA RADIATION ONCOLOGY CENTER 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3067954	RADIATION SERVICES	MI	501(c)(3)	Line 3	SPECTRUM HEALTH HOSPITALS		No
(18)MECOSTA COUNTY MEDICAL CENTER 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1368744	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(19)MEMORIAL MEDICAL CENTER OF WEST MICHIGAN 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1359266	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(20)MERCY-MEMORIAL HEALTH SERVICES INCORPORATED 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2748035	REHABILITATION & NURSING CENTER	MI	501(c)(3)	Line 10	LAKELAND REGIONAL HEALTH SYSTEM		No
(21)MICHIGAN MOBILE PET IMAGING 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 33-1086165	MOBILE PET SCANNING	MI	501(c)(3)	Line 12a, I	OAKWOOD HEALTHCARE INC		No
(22)NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1359517	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(23)OAKWOOD HEALTH PROMOTIONS INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2601965	REHABILITATION & NURSING CENTER	MI	501(c)(3)	Line 10	OAKWOOD HEALTHCARE INC		No
(24)OAKWOOD HEALTHCARE INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1405141	HOSPITAL	MI	501(c)(3)	Line 3	BEAUMONT HEALTH		No
(25)OAKWOOD HOME CARE SERVICES 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2877338	HOME HEALTH SERVICES	MI	501(c)(3)	Line 10	OAKWOOD HEALTHCARE INC		No
(26)OAKWOOD UNITED HOSPITALS INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2837961	FACILITY LEASING	MI	501(c)(3)	Line 12a, I	OAKWOOD HEALTHCARE INC		No
(27)PENNOCK HOSPITAL 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1360562	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(28)PRIORITY HEALTH 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2715520	HMO MANAGEMENT	MI	501(c)(4)		COREWELL HEALTH	Yes
(29)PRIORITY HEALTH CHOICE INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 32-0016523	HMO MANAGEMENT	MI	501(c)(3)	Line 10	PRIORITY HEALTH		No
(30)REED CITY HOSPITAL CORPORATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2770076	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(31)SPECTRUM HEALTH - LEFFINGWELL AVENUE 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 85-4390483	REHABILITATION & NURSING CENTER	MI	501(c)(3)	Line 10	SPECTRUM HEALTH CONTINUING CARE		No
(32)SPECTRUM HEALTH CONTINUING CARE 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3242232	HOSPICE AND PALLIATIVE CARE	MI	501(c)(3)	Line 10	COREWELL HEALTH	Yes
(33)SPECTRUM HEALTH CONTINUING CARE CENTER INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2415333	REHABILITATION & NURSING CENTER	MI	501(c)(3)	Line 10	SPECTRUM HEALTH CONTINUING CARE		No
(34)SPECTRUM HEALTH HOSPITALS 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1360529	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(35)SPECTRUM HEALTH KELSEY 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1297435	HOSPITAL	MI	501(c)(3)	Line 3	SPECTRUM HEALTH UNITED		No
(36)SPECTRUM HEALTH PRIMARY CARE PARTNERS 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1358164	PHYSICIAN SUPPORT SERVICES	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(37)SPECTRUM HEALTH UNITED 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1358412	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes
(38)SPECTRUM HEALTH WORTH SERVICES 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2786617	REHABILITATION SERVICES	MI	501(c)(3)	Line 10	SPECTRUM HEALTH CONTINUING CARE		No
(39)TOTAL HEALTH CARE USA INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3240485	HMO MANAGEMENT	MI	501(c)(4)		TOTAL HEALTH CARE INC		No
(40)TOTAL HEALTH CARE INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2018957	HMO MANAGEMENT	MI	501(c)(4)		PRIORITY HEALTH		No
(41)TRINITY HEALTH PLANS 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2663747	HOLDING COMPANY	MI	501(c)(4)		PRIORITY HEALTH		No
(42)VISITING NURSE SERVICES OF WESTERN MICHIGAN 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1359195	HOME HEALTH SERVICES	MI	501(c)(3)	Line 10	SPECTRUM HEALTH CONTINUING CARE		No
(43)WILLIAM BEAUMONT HOSPITAL 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1459362	HOSPITAL	MI	501(c)(3)	Line 3	BEAUMONT HEALTH		No
(44)ZEELAND COMMUNITY HOSPITAL 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-1411184	HOSPITAL	MI	501(c)(3)	Line 3	COREWELL HEALTH	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) CHCC TAYLOR LLC 2355 E CAMELBACK RD STE 700 PHOENIX,AZ85016 92-3588577	MANAGEMENT	MI	COREWELL HEALTH	RELATED				No			No	75.000 %
(2) CHCC TROY LLC 2355 E CAMELBACK RD STE 700 PHOENIX,AZ85016 92-3960104	MANAGEMENT	MI	COREWELL HEALTH	RELATED				No			No	75.000 %
(3) CHEC 1 LLC 2355 E CAMELBACK RD STE 700 PHOENIX,AZ85016 99-0525515	MANAGEMENT	MI	COREWELL HEALTH	RELATED				No			No	75.000 %
(4) DEARBORN SCHAEFFER OFFICE CO LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 26-2448025	REAL ESTATE	MI	N/A	N/A				No			No
(5) OAKMED LLC 1938 WOODSLEE DRIVE TROY,MI48084 46-1459737	PRIVATE DUTY NURSING	MI	N/A	N/A				No			No
(6) SPECTRUM ATLAS JV LLC 2355 E CAMELBACK RD STE 700 PHOENIX,AZ85016 87-4265336	MANAGEMENT	MI	COREWELL HEALTH	RELATED		19,356,098		No			No	75.000 %
(7) WEST MICHIGAN ACCOUNTABLE CARE ORGANIZATION LLC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 83-3153113	ACCOUNTABLE CARE ORGANIZATION	MI	COREWELL HEALTH	RELATED	1,967,609	3,758,553		No			No	98.040 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) 1697 MICHIGAN STREET PROPERTY 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 83-1721239	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(2) 25 MICHIGAN STREET CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 16-1734157	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(3) 35 MICHIGAN STREET CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-2193084	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(4) BEAUMONT NURSING HOME SERVICES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2799842	ASSISTED CARE LIVING	MI	WILLIAM BEAUMONT HOSPITAL	C					No
(5) BH SOUTHFIELD BILLING INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2755982	MANAGEMENT AND DISPATCH SERVICES	MI	BH GRAND RIVER SOUTHFIELD INC	C					No
(6) BLUE STAR PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 20-8313519	PROPERTY MANAGEMENT	MI	HOSPICE AT HOME INC	C					No
(7) BOTSFORD COMMONS PROPERTY ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3203663	PROPERTY MANAGEMENT	MI	BOTSFORD CONTINUING CARE CORPORATION	C					No
(8) COREWELL HEALTH INDEMNITY COMPANY LTD 23 LIME TREE BAY AVENUE GRAND CAYMAN CJ 98-0512415	PREMIUM DEPOSITS	CJ	COREWELL HEALTH	C			100.000 %	Yes
(9) COREWELL HEALTH PHYSICIANS INSURANCE COMPANY 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-4261262	PROFESSIONAL INSURANCE	MI	COREWELL HEALTH	C	607,018	16,714,624	100.000 %	Yes
(10) FOUR FLAGS PROPERTIES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 36-4501639	PROPERTY MANAGEMENT	MI	LAKELAND HEALTH VENTURES INC	C					No
(11) GRAND RIVER ABSOLUTE RETURN FUND LTD PO BOX 852 GRAND CAYMAN KY1-1103 CJ	POOLED INVESTMENT FUND	CJ	COREWELL HEALTH		24,809,903	480,608,188	100.000 %	Yes
(12) HELEN DE VOS WOMEN AND CHILDREN'S HEALTH PAVILION ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3264184	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(13) LAKELAND HEALTH ENTERPRISES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2669798	ACCOUNTING AND BILLING	MI	LAKELAND REGIONAL HEALTH SYSTEM INC	C					No
(14) LAKELAND HEALTH VENTURES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-2313790	HOLDING COMPANY	MI	LAKELAND HEALTH ENTERPRISES INC	C					No
(15) LAKELAND MEDICAL PRACTICES 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-0381199	MEDICAL ADMINISTRATIVE SERVICES	MI	LAKELAND HEALTH ENTERPRISES INC	C					No
(16) LAKELAND PERSONAL CARE SERVICES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-2990797	HEALTHCARE SERVICES	MI	LAKELAND HEALTH VENTURES INC	C					No
(17) LAKELAND PHYSICIAN CARE NETWORK 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 20-8513031	HEALTHCARE SERVICES	MI	LAKELAND HEALTH ENTERPRISES INC	C					No
(18) LEMMEN-HOLTON CANCER PAVILION CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 16-1734150	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(19) MICHIGAN STREET PARKING CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 16-1734145	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(20) MICHIGAN STREET PROJECT CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 36-4873152	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(21) MIDWEST MEDICAL CENTER 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 26-3683446	PHYSICIANS OFFICE	MI	OAKWOOD AFFILIATED VENTURES INC	C					No
(22) MUSCULO-SKELETAL CENTER CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3180086	PROPERTY MANAGEMENT	MI	SPECTRUM HEALTH HOSPITALS	C					No
(23) OAKWOOD AFFILIATED VENTURES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 37-1753159	HOLDING COMPANY	MI	OAKWOOD HEALTHCARE INC	C					No
(24) OAKWOOD ENTERPRISES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2601930	PROPERTY MANAGEMENT	MI	OAKWOOD AFFILIATED VENTURES INC	C					No
(25) PENNOCK PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-4056359	PROPERTY MANAGEMENT	MI	PENNOCK HOSPITAL	C					No
(26) PENNOCK VENTURES INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2712819	PROPERTY MANAGEMENT	MI	PENNOCK HOSPITAL	C					No
(27) PRIORITY HEALTH INSURANCE COMPANY 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 20-1529553	INSURANCE	MI	PRIORITY HEALTH	C					No
(28) PRIORITY HEALTH MANAGED BENEFITS INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-3085182	THIRD PARTY ADMINISTRATOR	MI	COREWELL HEALTH	C	363,448,077	130,905,411	100.000 %	Yes
(29) SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 27-2589359	PHYSICIANS OFFICE	MI	LAKELAND HEALTH ENTERPRISES INC	C					No
(30) SPECTRUM HEALTH PHYSICIAN ALLIANCE 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 37-1655728	PHYSICIANS OFFICE	MI	COREWELL HEALTH	C	827,016		100.000 %	Yes
(31) THE PHARMACY SHOPPE INC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2929090	PHARMACEUTICALS	MI	LAKELAND HEALTH VENTURES INC	C					No
(32) WMHTC 100 MICHIGAN ST NE GRAND RAPIDS,MI49503 38-2125186	PHYSICIANS	MI	COREWELL HEALTH	C	216,382	6,487,796	100.000 %	Yes

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) SPECTRUM HEALTH UNITED	A	768,778	GAAP
(2) PENNOCK HOSPITAL	A	13,240	GAAP
(3) MEMORIAL MEDICAL CENTER OF WEST MICHIGAN	A	375,027	GAAP
(4) SPECTRUM HEALTH HOSPITALS	A	2,919,076	GAAP
(5) LAKELAND REGIONAL HEALTH SYSTEM	B	337,454	GAAP
(6) SPECTRUM HEALTH PRIMARY CARE PARTNERS	B	154,479,388	GAAP
(7) MEMORIAL MEDICAL CENTER OF WEST MICHIGAN	B	4,061,509	GAAP
(8) SPECTRUM HEALTH CONTINUING CARE	B	16,659,722	GAAP
(9) PRIORITY HEALTH MANAGED BENEFITS INC	B	4,214,732	GAAP
(10) PRIORITY HEALTH	B	3,496,350	GAAP
(11) PENNOCK HOSPITAL	C	43,197,937	GAAP
(12) WEST MICHIGAN ACCOUNTABLE CARE ORGANIZATION LLC	C	434,635	GAAP
(13) SPECTRUM HEALTH UNITED	C	24,921,361	GAAP
(14) SPECTRUM HEALTH PHYSICIAN ALLIANCE	C	228,511	GAAP
(15) SPECTRUM HEALTH HOSPITALS	C	528,686,778	GAAP
(16) REED CITY HOSPITAL CORPORATION	C	48,262,612	GAAP
(17) ZEELAND COMMUNITY HOSPITAL	C	51,798,893	GAAP
(18) COREWELL HEALTH INDEMNITY COMPANY LTD	C	5,926,653	GAAP
(19) BEAUMONT HEALTH	C	2,855,004,149	GAAP
(20) NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION	C	61,500,322	GAAP
(21) MECOSTA COUNTY MEDICAL CENTER	C	21,963,268	GAAP
(22) COREWELL HEALTH PHYSICIANS INSURANCE COMPANY	C	733,607	GAAP
(23) SPECTRUM HEALTH HOSPITALS	K	333,713	GAAP
(24) PRIORITY HEALTH MANAGED BENEFITS INC	L	125,161,597	GAAP
(25) MEMORIAL MEDICAL CENTER OF WEST MICHIGAN	L	17,443,230	GAAP
(26) ZEELAND COMMUNITY HOSPITAL	L	15,938,513	GAAP
(27) REED CITY HOSPITAL CORPORATION	L	13,238,294	GAAP
(28) SPECTRUM HEALTH CONTINUING CARE	L	10,912,177	GAAP
(29) SPECTRUM HEALTH HOSPITALS	L	415,126,374	GAAP
(30) PENNOCK HOSPITAL	L	16,026,401	GAAP
(31) MECOSTA COUNTY MEDICAL CENTER	L	15,018,903	GAAP
(32) SPECTRUM HEALTH PRIMARY CARE PARTNERS	L	76,703,602	GAAP
(33) SPECTRUM HEALTH UNITED	L	21,059,393	GAAP
(34) NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION	L	18,385,373	GAAP
(35) PRIORITY HEALTH	M	359,868,996	GAAP
(36) SPECTRUM HEALTH PRIMARY CARE PARTNERS	P	163,683	GAAP
(37) SPECTRUM HEALTH HOSPITALS	Q	3,775,893	GAAP
(38) COREWELL HEALTH INDEMNITY COMPANY LTD	Q	2,226,881	GAAP

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO IMPROVE HEALTH, INSTILL HUMANITY AND INSPIRE HOPE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	8
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	84,708
6	Total number of volunteers (estimate if necessary) .............	6	8
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-1,025,868
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	322,169	7,350,370
9	Program service revenue (Part VIII, line 2g) .........	695,782,639	1,220,338,673
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	23,746,406	68,466,728
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	936,677
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	719,851,214	1,297,092,448
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	14,361,825	4,133,600
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	449,883,895	656,277,168
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	351,272,898	488,817,063
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	815,518,618	1,149,227,831
19	Revenue less expenses. Subtract line 18 from line 12.......	-95,667,404	147,864,617
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,524,434,038	4,906,691,932
21	Total liabilities (Part X, line 26).............	1,776,110,263	1,876,124,076
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,748,323,775	3,030,567,856

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,138,092,380 including grants of $ 4,133,600 ) (Revenue $ 1,221,277,574 )
	COREWELL HEALTH PROVIDES COMMON MANAGEMENT OF THE NOT-FOR-PROFIT HEALTH CARE SYSTEM ACTIVITIES PERFORMED BY SUPPORTED ORGANIZATIONS. THE SUPPORTED ORGANIZATIONS INCLUDE 21 HOSPITAL FACILITIES, MORE THAN 300 AMBULATORY AND SERVICE SITES, AND OVER 5,000 LICENSED BEDS SYSTEM-WIDE WITH FACILITIES THAT INCLUDE A MEDICAL ENTER, REGIONAL COMMUNITY HOSPITALS, A DEDICATED CHILDREN'S HOSPITAL, A MULTISPECIALTY MEDICAL GROUP, AFFILIATED PHYSICIANS AND A NATIONALLY RECOGNIZED PROVIDER-SPONSORED HEALTH PLAN WITH MORE THAN 1.3 MILLION MEMBERS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,138,092,380

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	40,973,886	0	5,619,451

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	5,718,884
e	Government grants (contributions)		1e	1,631,486

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		7,350,370

		Business Code
2a	SHARED SERVICES	561000	1,215,504,520	1,215,504,520
b	CONTRACTUAL INCENTIVES	900099	2,402,763	2,402,763
c	AFFILIATE PHYSICIAN PR	900099	1,616,617	1,616,617
d	MEDICAL RECORDS	900099	638,158	638,158
e	CALL CENTER	900099	176,615	176,615
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,220,338,673

3 Investment income (including dividends, interest, and othersimilar amounts) ......			70,230,436		-1,007,712	71,238,148
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	15,932
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	15,932
d	Net rental income or (loss).......			15,932			15,932
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	241,381,440	395,463
b	Less: cost or other basis and sales expenses	7b	242,973,577	567,034
c	Gain or (loss)	7c	-1,592,137	-171,571
d	Net gain or (loss).........			-1,763,708			-1,763,708
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	MISC INCOME		900099	530,485	548,641	-18,156
b	ESCHEATMENT		900099	390,260	390,260
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			920,745
12	Total revenue. See instructions.....			1,297,092,448	1,221,277,574	-1,025,868	69,490,372

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	4,133,600	4,133,600
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	32,069,372	32,069,372
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	2,506,173	2,506,173
7	Other salaries and wages........	490,031,515	488,056,552	1,974,963
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	39,791,760	39,662,646	129,114
9	Other employee benefits .......	47,755,536	47,654,866	100,670
10	Payroll taxes ...........	44,122,812	44,034,347	88,465
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	5,086,065		5,086,065
c	Accounting ...........	2,027,544		2,027,544
d	Lobbying ...........	767,776	767,776
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	3,697,573	3,697,573
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	116,432,607	115,036,207	1,396,400
12	Advertising and promotion ....	34,365,165	34,359,001	6,164
13	Office expenses .......	31,189,450	31,189,248	202
14	Information technology ......	213,868,988	213,785,356	83,632
15	Royalties ..
16	Occupancy ...........	46,646,018	46,646,018
17	Travel ............	2,555,298	2,447,069	108,229
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,385,490	1,372,086	13,404
20	Interest ...........	15,360,947	15,244,334	116,613
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	27,821,117	27,821,117
23	Insurance ...	-23,145,823	-23,146,387	564
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	UNRELATED BUS. INC. TAX	619,606	619,606
b	DUES AND SUBSCRIPTIONS	3,715,314	3,715,314
c	STAFF RECOGNITION	3,185,408	3,185,408
d	OTHER TAXES	1,713,568	1,713,414	154
e	All other expenses	1,524,952	1,521,684	3,268
25	Total functional expenses. Add lines 1 through 24e	1,149,227,831	1,138,092,380	11,135,451	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			96,726,660	2	962,995,396
3	Pledges and grants receivable, net ......			132,804	3	145,228
4	Accounts receivable, net .............			5,338,056	4	2,192,086
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			347,967,713	7	17,634,135
8	Inventories for sale or use ............			2,373,442	8	47,410,259
9	Prepaid expenses and deferred charges ......			68,374,538	9	101,363,333
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	721,568,427
b	Less: accumulated depreciation	10b	377,702,065	151,864,341	10c	343,866,362
11	Investments—publicly traded securities .			2,275,431,932	11	2,625,019,147
12	Investments—other securities. See Part IV, line 11 .....			3,500,000	12
13	Investments—program-related. See Part IV, line 11 ..			55,059,410	13	4,394,199
14	Intangible assets ...............			4,886,235	14	4,071,863
15	Other assets. See Part IV, line 11 ...........			512,778,907	15	797,599,924
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,524,434,038	16	4,906,691,932

17	Accounts payable and accrued expenses .....	420,672,962	17	669,843,429
18	Grants payable ...		18
19	Deferred revenue .........		19	283,353
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	520,681,511	24	586,229,453
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	834,755,790	25	619,767,841
26	Total liabilities. Add lines 17 through 25..	1,776,110,263	26	1,876,124,076

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,748,323,775	27	3,030,567,856
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,748,323,775	32	3,030,567,856
33	Total liabilities and net assets/fund balances ........	3,524,434,038	33	4,906,691,932

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No