Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
BOTSFORD GENERAL HOSPITAL |
381426919 | 3 | Yes | 0 | 0 | |
| (B)
HOSPICE AT HOME INC |
382416086 | 7 | Yes | 0 | 0 | |
| (C)
LAKELAND COMMUNITY HOSPITAL WATERVLIET |
381368745 | 3 | Yes | 0 | 0 | |
| (D)
LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH |
382539929 | 7 | Yes | 0 | 0 | |
| (E)
LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC |
382156872 | 3 | Yes | 0 | 0 | |
| (F)
LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER |
383452303 | 3 | Yes | 0 | 0 | |
| (G)
MERCY-MEMORIAL HEALTH SERVICES INCORPORATED |
382748035 | 10 | Yes | 0 | 0 | |
| (H)
OAKWOOD HEALTHCARE INC |
381405141 | 3 | Yes | 0 | 0 | |
| (I)
WILLIAM BEAUMONT HOSPITAL |
381459362 | 3 | Yes | 0 | 0 | |
|
Total 9
|
0 | 0 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 28,739,251 | 31,210,325 | 28,492,369 | 81,172,931 | 56,489,193 | 226,104,069 |
| 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 | 28,739,251 | 31,210,325 | 28,492,369 | 81,172,931 | 56,489,193 | 226,104,069 |
| 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) .. | 4,965,304 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 221,138,765 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 28,739,251 | 31,210,325 | 28,492,369 | 81,172,931 | 56,489,193 | 226,104,069 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 6,142,269 | 2,588,154 | 4,370,235 | 67,772,421 | 29,881,644 | 110,754,723 |
| 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.).. | 4,011,107 | 2,948,980 | 1,882,303 | 54,377,968 | 42,963,855 | 106,184,213 |
| 11 | Total support. Add lines 7 through 10 | 455,045,710 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.).. | ||||||
| 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 | ||||
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 263,836. 2021 AMOUNT: $ 388,687. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 4,975,090. 2024 AMOUNT: $ 3,343,367. SPECIAL EVENTS - 2020 AMOUNT: $ 747,200. 2021 AMOUNT: $ 253,207. 2022 AMOUNT: $ 1,882,303. 2023 AMOUNT: $ 1,630,996. 2024 AMOUNT: $ 54,226. ADMIN REIMBURSEMENT - 2020 AMOUNT: $ 3,000,071. 2021 AMOUNT: $ 2,307,086. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 13,415,568. 2024 AMOUNT: $ 2,181,626. CAFETERIA REVENUE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 34,356,314. 2024 AMOUNT: $ 37,384,636. |
| PART I - REASON FOR PUBLIC CHARITY STATUS | THE PUBLIC CHARITY STATUS, A HOSPITAL OR COOPERATIVE HOSPITAL SERVICE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III), CHECKED IN PART I REFLECTS THE PUBLIC CHARITY STATUS OF THE LARGEST NUMBER OF SUBORDINATES INCLUDED IN THE GROUP RETURN. THE SUBORDINATES IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(2). BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES (EIN 82-2784244) BEAUMONT MEDICAL GROUP - HOSPITAL BASED SERVICES (EIN 82-2768899) BEAUMONT MEDICAL GROUP - PRIMARY CARE SERVICES (EIN 82-2796539) BOTSFORD CONTINUING CARE CORPORATION (EIN 38-2549505) MERCY MEMORIAL HEALTH SERVICES, INC. (EIN 38-2748035) OAKWOOD HEALTH PROMOTIONS, INC. (EIN 38-2601965) SPECTRUM HEALTH CONTINUING CARE (EIN 38-3242232) SPECTRUM HEALTH CONTINUING CARE CENTER (EIN 38-2415333) SPECTRUM HEALTH - LEFFINGWELL AVENUE (EIN 85-4390483) SPECTRUM HEALTH WORTH SERVICES (EIN 38-2786617) VISITING NURSE SERVICES OF WESTERN MICHIGAN (EIN 38-1358412) THE ORGANIZATION IDENTIFIED BELOW HAS A PUBLIC CHARITY STATUS DESCRIBED IN 170(B)(1)(A)(VI). HOSPICE AT HOME, INC. (EIN 38-2416086) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 170(B)(1)(A)(III) AS HOSPITALS, AND ARE INCLUDED IN PART II OF SCH A AS THEY ALSO MEET THE PUBLIC SUPPORT TEST UNDER SECTION 170(B)(1)(A)(VI). OAKWOOD HEALTHCARE, INC. (38-1405141) SPECTRUM HEALTH HOSPITALS (38-1360529) WILLIAM BEAUMONT HOSPITAL (38-1459362) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(3) AS TYPE III SUPPORTING ORGANIZATION. BEAUMONT HEALTH (EIN 46-5718220) LAKELAND REGIONAL HEALTH SYSTEM (EIN 38-2609624) THE ORGANIZATION IDENTIFIED BELOW HAS A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(3) AS TYPE I SUPPORTING ORGANIZATION. OAKWOOD UNITED HOSPITALS, INC. (EIN 38-2837961) |
| PART III - SUPPORT MEASUREMENT | SUPPORT SCHEDULE FOR 509(A)(2) SECTION A. PUBLIC SUPPORT CALENDAR YEAR (B) 2020 LINE 1 16,924 LINE 2 108,063,427 LINE 3 36,675 LINE 4 0 LINE 5 0 LINE 6 108,117,026 LINE 7A 0 LINE 7B 0 LINE 7C 0 SECTION B. TOTAL SUPPORT CALENDAR YEAR (B) 2020 LINE 9 108,117,026 LINE 10A 17,720 LINE 10B 0 LINE 10C 17,720 LINE 11 0 LINE 12 0 LINE 13 108,134,746 SECTION A. PUBLIC SUPPORT CALENDAR YEAR (C) 2021 LINE 1 727,279 LINE 2 98,592,408 LINE 3 15,012 LINE 4 0 LINE 5 0 LINE 6 99,334,699 LINE 7A 0 LINE 7B 0 LINE 7C 0 SECTION B. TOTAL SUPPORT CALENDAR YEAR (C) 2021 LINE 9 99,334,699 LINE 10A 29,009 LINE 10B 0 LINE 10C 29,009 LINE 11 0 LINE 12 0 LINE 13 99,363,708 SECTION A. PUBLIC SUPPORT CALENDAR YEAR (D) 2022 LINE 1 4,201,636 LINE 2 347,479,065 LINE 3 11,073 LINE 4 0 LINE 5 0 LINE 6 351,691,774 LINE 7A 0 LINE 7B 0 LINE 7C 0 SECTION B. TOTAL SUPPORT CALENDAR YEAR (D) 2022 LINE 9 351,691,774 LINE 10A 1,171,509 LINE 10B 0 LINE 10C 1,171,509 LINE 11 0 LINE 12 0 LINE 13 352,863,283 SECTION A. PUBLIC SUPPORT CALENDAR YEAR (E) 2023 LINE 1 1,914,417 LINE 2 361,791,223 LINE 3 321,449 LINE 4 0 LINE 5 0 LINE 6 364,027,089 LINE 7A 0 LINE 7B 0 LINE 7C 0 SECTION B. TOTAL SUPPORT CALENDAR YEAR (E) 2023 LINE 9 364,027,089 LINE 10A 9,953,527 LINE 10B 0 LINE 10C 9,953,527 LINE 11 0 LINE 12 0 LINE 13 373,980,616 SECTION A. PUBLIC SUPPORT CALENDAR YEAR (E) 2024 LINE 1 3,026,778 LINE 2 408,255,813 LINE 3 636,683 LINE 4 0 LINE 5 0 LINE 6 411,919,274 LINE 7A 0 LINE 7B 0 LINE 7C 0 SECTION B. TOTAL SUPPORT CALENDAR YEAR (E) 2024 LINE 9 411,919,274 LINE 10A 11,165,982 LINE 10B 0 LINE 10C 11,165,982 LINE 11 0 LINE 12 0 LINE 13 423,085,256 SECTION A. PUBLIC SUPPORT CALENDAR YEAR (F) TOTAL LINE 1 9,887,035 LINE 2 1,324,181,936 LINE 3 1,020,892 LINE 4 0 LINE 5 0 LINE 6 1,335,089,863 LINE 7A 0 LINE 7B 0 LINE 7C 0 LINE 8 1,335,089,863 SECTION B. TOTAL SUPPORT CALENDAR YEAR (F) TOTAL LINE 9 1,335,089,863 LINE 10A 22,337,748 LINE 10B 0 LINE 10C 22,337,748 LINE 11 0 LINE 12 0 LINE 13 1,357,427,611 LINE 15 PUBLIC SUPPORT PERCENTAGE FOR 2024 98.35% LINE 16 PUBLIC SUPPORT PERCENTAGE FOR 2023 98.86% LINE 17 INVESTMENT INCOME PERCENTAGE FOR 2024 1.65% LINE 18 INVESTMENT INCOME PERCENTAGE FOR 2023 1.14% LINE 19A X - THE ORGANIZATION MEETS AND QUALIFIES FOR THE 33 1/3% SUPPORT TEST. |
| PART IV SUPPORTING ORGANIZATIONS | THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(3) AS TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATIONS. BEAUMONT HEALTH (EIN 46-5718220) LAKELAND REGIONAL HEALTH SYSTEM (EIN 38-2609624) TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATIONS REQUIRE THE COMPLETION OF PART IV SECTIONS A, D, AND E THE ORGANIZATION IDENTIFIED BELOW HAS A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(3) AS TYPE I SUPPORTING ORGANIZATION. OAKWOOD UNITED HOSPITALS, INC. (EIN 38-2837961) TYPE I SUPPORTING ORGANIZATIONS REQUIRE THE COMPLETION OF PART IV SECTIONS A AND B UNLESS OTHERWISE NOTED IN THE FOLLOWING SECTIONS, BEAUMONT HEALTH, LAKELAND REGIONAL HEALTH SYSTEM AND OAKWOOD UNITED HOSPITALS, INC. HAVE THE SAME RESPONSE FOR ALL QUESTIONS. PART IV SECTION A. ALL SUPPORTING ORGANIZATIONS LINE 1 YES LINE 2 NO LINE 3A NO LINE 4A NO LINE 5A NO LINE 6 BEAUMONT HEALTH AND LAKELAND REGIONAL HEALTH SYSTEM YES BEAUMONT HEALTH AND LAKELAND REGIONAL HEALTH SYSTEM PROVIDE SERVICES AND SUPPORT TO ORGANIZATIONS WITHIN THE INTEGRATED HEALTH CARE SYSTEM THAT ARE OUTSIDE OF THEIR SUPPORTED ORGANIZATIONS. THE OTHER ORGANIZATIONS THEY PROVIDES SERVICES AND SUPPORT TO ARE RELATED ORGANIZATIONS REPORTED ON SCHEDULE R. LINE 6 OAKWOOD UNITED HOSPITALS, INC. NO LINE 7 NO LINE 8 NO LINE 9A NO LINE 9B NO LINE 9C NO LINE 10A NO LINE 11A NO LINE 11B NO LINE 11C NO PART IV SECTION B. TYPE 1 SUPPORTING ORGANIZATIONS LINE 1 YES LINE 2 NO PART IV SECTION D. ALL TYPE III SUPPORTING ORGANIZATIONS LINE 1 YES LINE 2 YES BEAUMONT HEALTH AND LAKELAND REGIONAL HEALTH SYSTEM MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS THROUGH INTEGRATED POLICIES AND PROCEDURES AND UNIFIED LEADERSHIP. LINE 3 YES SUPPORTED ORGANIZATIONS OF BEAUMONT HEALTH AND LAKELAND REGIONAL HEALTH SYSTEM HAVE SIGNIFICANT VOICES 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 ORGANIZATIONS INCOME OR ASSETS. PART IV SECTION E. TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATIONS LINE 1B THE ORGANIZATION IS THE PARENT OF ITS SUPPORTED ORGANIZATIONS. LINE 3A YES 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 ORGANIZATIONS BOARD OF DIRECTORS; -ELECTION AND/OR REMOVAL OF THE SUPPORTED ORGANIZATIONS CHAIRPERSON OF THE BOARD OF DIRECTORS; AND -HIRING, DISCHARGE, AND EVALUATION OF THE SUPPORTED ORGANIZATIONS PRESIDENT. LINE 3B YES 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; -ADOPTION OF THE SUPPORTED ORGANIZATIONS STRATEGIC PLAN; -ADOPTION OF THE SUPPORTED ORGANIZATIONS 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 ORGANIZATIONS 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. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DANIEL WASSENHOVE AND MELINDA GRUBER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF BLUE STAR PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION, A RELATED TAXABLE ENTITY. CHRISTINA FREESE DECKER, DARRYL ELMOUCHI MD, AND MATTHEW COX HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF COREWELL HEALTH INDEMNITY COMPANY, LTD, A RELATED TAXABLE ENTITY. ASHOK JAIN MD AND DARRYL ELMOUCHI MD HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF COREWELL HEALTH PHYSICIANS INSURANCE COMPANY, A RELATED TAXABLE ENTITY. HEATHER LALLO, LOWELL HAMEL MD, AND NATALIE BAGGIO HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF LAKELAND CARE, INC., A RELATED TAXABLE ENTITY. DEBRA JOHNSON, HEATHER LALLO, AND MELINDA GRUBER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF LAKELAND HEALTH ENTERPRISES, INC., A RELATED TAXABLE ENTITY. HEATHER LALLO AND MELINDA GRUBER HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF LAKELAND MEDICAL PRACTICES, A RELATED TAXABLE ENTITY. CHRISTINA FREESE DECKER, MATTHEW COX, AND PRAVEEN THADANI HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF PRIORITY HEALTH MANAGED BENEFITS, INC., A RELATED TAXABLE ENTITY. ALEJANDRO QUIROGA CHAND MD AND JOSHUA KOOISTRA DO HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF SPECTRUM HEALTH PHYSICIAN ALLIANCE, A RELATED TAXABLE ENTITY. ALEJANDRO QUIROGA CHAND MD AND CARA JANSMA HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF WMHTC, A RELATED TAXABLE ENTITY. ASHOK JAIN MD, CHRISTOPHER FLORES, AND COSTA ANDREOU MD, HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF OAKWOOD ACCOUNTABLE CARE ORGANIZATION, LLC, A RELATED TAXABLE ENTITY. LOREN HAMEL MD AND LOWELL HAMEL MD HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | BEAUMONT HEALTH AMENDED & RESTATED BYLAWS EFFECTIVE DATE: 12/9/2024 4.1 AMENDS LIST OF STANDING COMMITTEES TO MATCH PROPOSED. AMENDS TO HAVE CHAIRPERSON APPOINTING COMMITTEE MEMBERS. AMENDS TO HAVE CHARTERS CONFORM TO STANDARDS ADOPTED BY THE GOVERNANCE COMMITTEE OF THE SYSTEM BOARD, WHICH MAY NOT BE AMENDED IN A NONCONFORMING WAY WITHOUT APPROVAL THEREOF. 4.2-4.8 CONFORMS COMMITTEES TO MATCH NEW CHARTER THE FOLLOWING COREWELL HEALTH WEST ORGANIZATIONS AMENDED & RESTATED BYLAWS: SPECTRUM HEALTH HOSPITALS MECOSTA COUNTY MEDICAL CENTER MEMORIAL MEDICAL CENTER OF WEST MICHIGAN NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION PENNOCK HOSPITAL REED CITY HOSPITAL CORPORAON SPECTRUM HEALTH CONTINUING CARE SPECTRUM HEALTH KELSEY SPECTRUM HEALTH PRIMARY CARE PARTNERS SPECTRUM HEALTH UNITED ZEELAND COMMUNITY HOSPITAL EFFECTIVE DATE: 12/9/2024 7.1 AMENDS LIST OF STANDING COMMITTEES TO MATCH PROPOSED. 7.2 AMENDS TO HAVE CHARTERS CONFORM TO STANDARDS ADOPTED BY THE GOVERNANCE COMMITTEE OF THE SYSTEM BOARD, WHICH MAY NOT BE AMENDED IN A NONCONFORMING WAY WITHOUT APPROVAL THEREOF. LAKELAND REGIONAL HEALTH SYSTEM AMENDED & RESTATED BYLAWS EFFECTIVE DATE: 12/9/2024 6.1 AMENDS LIST OF STANDING COMMITTEES TO MATCH PROPOSED. AMENDS CONFORMING CHARTERS TO STANDARDS ADOPTED BY THE GOVERNANCE COMMITTEE OF THE SYSTEM BOARD, WHICH MAY NOT BE AMENDED IN A NONCONFORMING WAY WITHOUT APPROVAL THEREOF. 6.2 STRIKES EX-OFFICIO BOARD MEMBERSHIP FOR PRESIDENT & CHAIR 6.3-6.7 CONFORMS COMMITTEES TO MATCH NEW CHARTER |
| FORM 990, PART VI, SECTION A, LINE 6 | COREWELL HEALTH, A MICHIGAN NONPROFIT CORPORATION, IS THE ULTIMATE SOLE MEMBER FOR ALL OF THE SUBORDINATES INCLUDED IN THE GROUP FILING. |
| FORM 990, PART VI, SECTION A, LINE 7A | COREWELL HEALTH, THE ULTIMATE SOLE MEMBER FOR ALL OF THE SUBORDINATES INCLUDED IN THE GROUP FILING, APPOINTS THE MEMBERS OF THE BOARD FOR EACH RESPECTIVE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | COREWELL HEALTH, AS THE SOLE MEMBER FOR ALL OF THE SUPPORTED ORGANIZATIONS INCLUDED IN THE GROUP FILING, HAS RETAINED CERTAIN RESERVED POWERS IN THE ORGANIZATION EXCLUSIVELY, WHICH SHALL NOT BE DEEMED AUTHORIZED UNLESS AND UNTIL APPROVED BY THE SOLE MEMBER: -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. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY COREWELL HEALTH CORPORATE TAX DEPARTMENT. IT IS REVIEWED BY THE CORPORATE TAX MANAGER, THE DIRECTOR OF TAX, AND THE VP OF 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 CENTRAL ORGANIZATION GOVERNING BODY. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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) COMPLETES 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. THE COMPLIANCE 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 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. AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ATTACHED TO THIS TAX RETURN. |
| FORM 990, PART VII, SECTION A | AS NOTED IN THEIR TITLES, CERTAIN INDIVIDUALS REPORTED ON THE COREWELL HEALTH GROUP RETURN ARE CURRENT OFFICERS OR KEY EMPLOYEES OF ONE OR MORE OF THE SUBORDINATES. THE INDIVIDUALS LISTED BELOW ARE ALSO FORMER OFFICERS OR KEY EMPLOYEES OF ONE OR MORE OF THE GROUP ENTITIES. CHAD TUTTLE: SPECTRUM HEALTH - LEFFINGWELL AVENUE: DIRECTOR/PRESIDENT SPECTRUM HEALTH CONTINUING CARE: FORMER OFFICER SPECTRUM HEALTH CONTINUING CARE CENTER, INC.: DIRECTOR/PRESIDENT SPECTRUM HEALTH HOSPITALS: FORMER OFFICER SPECTRUM HEALTH WORTH SERVICES: DIRECTOR/PRESIDENT VISITING NURSE SERVICES OF WESTERN MICHIGAN: DIRECTOR/PRESIDENT DARRYL ELMOUCHI MD: BEAUMONT HEALTH: DIRECTOR PY/PRESIDENT PY BOTSFORD GENERAL HOSPITAL: DIRECTOR PY/PRESIDENT PY LAKELAND HOSPITALS AT NILES AND ST. JOSEPH, INC.: DIRECTOR PY LAKELAND REGIONAL HEALTH SYSTEM: DIRECTOR PY MECOSTA COUNTY MEDICAL CENTER: FORMER OFFICER MEMORIAL MEDICAL CENTER OF WEST MICHIGAN: FORMER OFFICER NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION: FORMER OFFICER OAKWOOD HEALTHCARE, INC. : DIRECTOR PY/PRESIDENT PY OAKWOOD UNITED HOSPITALS, INC. : DIRECTOR PY/PRESIDENT PY PENNOCK HOSPITAL: FORMER OFFICER REED CITY HOSPITAL CORPORATION: FORMER OFFICER SPECTRUM HEALTH CONTINUING CARE: FORMER OFFICER SPECTRUM HEALTH HOSPITALS: FORMER OFFICER SPECTRUM HEALTH KELSEY: FORMER OFFICER SPECTRUM HEALTH PRIMARY CARE PARTNERS: FORMER OFFICER SPECTRUM HEALTH UNITED: FORMER OFFICER WILLIAM BEAUMONT HOSPITAL: DIRECTOR PY/PRESIDENT PY ZEELAND COMMUNITY HOSPITAL: FORMER OFFICER KAREN PAKKALA: BOTSFORD CONTINUING CARE CORPORATION: DIRECTOR/PRESIDENT/SECRETARY OAKWOOD HEALTH PROMOTIONS, INC.: DIRECTOR/PRESIDENT/SECRETARY SPECTRUM HEALTH - LEFFINGWELL AVENUE: DIRECTOR/TREASURER/SECRETARY SPECTRUM HEALTH CONTINUING CARE: FORMER OFFICER SPECTRUM HEALTH CONTINUING CARE CENTER, INC.: DIRECTOR/TREASURER/SECRETARY SPECTRUM HEALTH WORTH SERVICES: DIRECTOR/TREASURER/SECRETARY VISITING NURSE SERVICES OF WESTERN MICHIGAN: DIRECTOR/TREASURER/SECRETARY LOWELL HAMEL MD: LAKELAND COMMUNITY HOSPITAL, WATERVLIET: DIRECTOR PY LAKELAND HOSPITALS AT NILES AND ST. JOSEPH, INC.: FORMER OFFICER LAKELAND REGIONAL HEALTH SYSTEM: FORMER OFFICER NANCY SUSICK: BEAUMONT MEDICAL GROUP-HOSPITAL-BASED SERVICES: DIRECTOR/SECRETARY BEAUMONT MEDICAL GROUP-PRIMARY CARE SERVICES: DIRECTOR/SECRETARY BEAUMONT MEDICAL GROUP-SPECIALTY SERVICES: DIRECTOR/SECRETARY WILLIAM BEAUMONT HOSPITAL: FORMER KEY EMPLOYEE PAOLO MARCIANO MD: BEAUMONT MEDICAL GROUP-HOSPITAL-BASED SERVICES: DIRECTOR/PRESIDENT BEAUMONT MEDICAL GROUP-PRIMARY CARE SERVICES: DIRECTOR/PRESIDENT BEAUMONT MEDICAL GROUP-SPECIALTY SERVICES: DIRECTOR/PRESIDENT OAKWOOD HEALTHCARE, INC.: FORMER KEY EMPLOYEE |
| FORM 990, PART IX, LINE 11G | SHARED SERVICES: PROGRAM SERVICE EXPENSES 1,248,730,537. MANAGEMENT AND GENERAL EXPENSES 212,235,658. FUNDRAISING EXPENSES 256,270. TOTAL EXPENSES 1,461,222,465. CLINICAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 248,751,745. MANAGEMENT AND GENERAL EXPENSES 26,738,367. FUNDRAISING EXPENSES 1,820. TOTAL EXPENSES 275,491,932. NONCLINICAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 123,917,441. MANAGEMENT AND GENERAL EXPENSES 18,563,536. FUNDRAISING EXPENSES 56. TOTAL EXPENSES 142,481,033. COLLECTION AGENCY FEES: PROGRAM SERVICE EXPENSES 225,840. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,840. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO AFFILIATES FROM FOUNDATIONS 7,858,304. NET INVESTMENT ACTIVITY FROM RESTRICTED NET ASSETS 2,795,926. TRANSFERS OF FUNDS TO AFFILIATES -166,355,793. MINIMUM PENSION LIABILITY 68,333,709. ASSETS RELEASED FROM RESTRICTIONS -848,388. FASB ASC 958-605 261,098. CHANGE IN NET ASSETS HELD BY FOUNDATIONS 34,550,414. INVESTMENT INCOME FROM DONOR RESTRICTED NET ASSETS -903,388. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN OVERSIGHT FROM PRIOR YEAR. |
| Software ID: | |
| Software Version: |
| Name | Address | EIN | Name control |
|---|---|---|---|
| BEAUMONT HEALTH |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
46-5718220 |
CORE |
| BEAUMONT MEDICAL GROUP - HOSPITAL BASED SERVICES |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
82-2768899 |
CORE |
| BEAUMONT MEDICAL GROUP - PRIMARY CARE SERVICES |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
82-2796539 |
CORE |
| BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
82-2784244 |
CORE |
| BOTSFORD CONTINUING CARE CORPORATION |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2549505 |
CORE |
| BOTSFORD GENERAL HOSPITAL |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1426919 |
CORE |
| HOSPICE AT HOME INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2416086 |
CORE |
| LAKELAND COMMUNITY HOSPITAL WATERVLIET |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1368745 |
CORE |
| LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2156872 |
CORE |
| LAKELAND REGIONAL HEALTH SYSTEM INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2609624 |
CORE |
| LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-3452303 |
CORE |
| MECOSTA COUNTY MEDICAL CENTER |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1368744 |
CORE |
| MEMORIAL MEDICAL CENTER OF WEST MICHIGAN |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1359266 |
CORE |
| MERCY MEMORIAL HEALTH SERVICES INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2748035 |
CORE |
| NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1359517 |
CORE |
| OAKWOOD HEALTH PROMOTIONS INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2601965 |
CORE |
| OAKWOOD HEALTHCARE INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1405141 |
CORE |
| OAKWOOD UNITED HOSPITALS INC |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2837961 |
CORE |
| PENNOCK HOSPITAL |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1360562 |
CORE |
| REED CITY HOSPITAL CORPORATION |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2770076 |
CORE |
| SPECTRUM HEALTH CONTINUING CARE |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-3242232 |
CORE |
| SPECTRUM HEALTH CONTINUING CARE CENTER |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2415333 |
CORE |
| SPECTRUM HEALTH HOSPITALS |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1360529 |
CORE |
| SPECTRUM HEALTH KELSEY |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1297435 |
CORE |
| SPECTRUM HEALTH PRIMARY CARE PARTNERS |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1358164 |
CORE |
| SPECTRUM HEALTH UNITED |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1358412 |
CORE |
| SPECTRUM HEALTH WORTH SERVICES |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-2786617 |
CORE |
| SPECTRUM HEALTH-LEFFINGWELL AVENUE |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
85-4390483 |
CORE |
| VISITING NURSE SERVICES OF WESTERN MICHIGAN |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1359195 |
CORE |
| WILLIAM BEAUMONT HOSPITAL |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1459362 |
CORE |
| ZEELAND COMMUNITY HOSPITAL |
100 COREWELL DR NW ATTN TAX GRAND RAPIDS, MI 49503 |
38-1411184 |
CORE |