TY 2024 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)	(F) Estimated amount of other compensation from the organization and related organizations
(1) EDWIN A NESS...................................................................... DIRECTOR	2.00 ................. 40.00	X					0	2,668,995	253,876
(2) LAURA GLENN...................................................................... MHC SYSTEM C	2.00 ................. 40.00			X			0	1,029,397	111,766
(3) PAUL KONOPACKI...................................................................... CFO	2.00 ................. 40.00		X				0	708,738	92,977
(4) DINO RECCHIA MD...................................................................... DIRECTOR	0.00 ................. 40.00	X					0	715,300	31,094
(5) ELLEN SMITH...................................................................... PRESIDENT AM	2.00 ................. 40.00			X			0	538,574	9,670
(6) PETER MARINOFF...................................................................... FORMER PRESI	0.00 ................. 40.00					X	0	410,887	76,263
(7) KATHLEEN LARAIA...................................................................... VP ONCOLOGY	2.00 ................. 40.00			X			0	377,922	59,521
(8) TAMARA PUTNEY...................................................................... VP & CNO PAT	2.00 ................. 40.00			X			0	381,988	42,111
(9) BRIAN MCCOMB DO...................................................................... PHYSICIAN	2.00 ................. 38.00				X		18,821	336,208	65,264
(10) KELLY TOMASZEWSKI...................................................................... PRESIDENT	20.00 ................. 20.00	X	X				0	338,410	66,444
(11) VINCENT SCHULTZ MD...................................................................... DIRECTOR	0.00 ................. 40.00	X					0	355,887	45,583
(12) MARK KUIPER MD...................................................................... PHYSICIAN	40.00 .................				X		341,630	0	42,813
(13) ROBERT RICHARDSON...................................................................... FORMER VP FA	0.00 ................. 40.00					X	0	321,104	40,537
(14) DANIEL HADLEY MD...................................................................... PHYSICIAN	40.00 .................				X		219,748	0	34,089
(15) KRISTINE JOHNSON...................................................................... LONG TERM CA	40.00 .................			X			200,805	0	40,222
(16) DARREN HODGES...................................................................... PHYSICIAN SE	40.00 .................			X			0	191,974	29,253
(17) JEANETTE MCNINCH...................................................................... PATIENT CARE	40.00 .................				X		142,026	0	15,169

(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)
(18) JENNIFER KUIPER MD........................................................................ PHYSICIAN	40.00 .......................			X	141,368	0	9,061
(19) KENNETH BLOEM........................................................................ CHAIR	0.00 .......................12.00	X	X		0	5,000	0
(20) MATT BULLOCH........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(21) NICK CEGLAREK........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(22) KATHY DIXON........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(23) JENNIFER KING........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(24) KARL KLIMEK........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(25) RUTH HOPPE MD........................................................................ V CHAIR	0.00 .......................8.00	X	X		0	5,000	0
(26) DAVE MENGEBIER........................................................................ TREASURER	0.00 .......................6.00	X	X		0	5,000	0
(27) KIM MORLEY........................................................................ DIRECTOR	0.00 .......................1.00	X	X		0	5,000	0
(28) TIM NELSON........................................................................ SECRETARY	0.00 .......................7.00	X	X		0	5,000	0
(29) ANDY PAGE........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(30) BRIAN POSTMA........................................................................ DIRECTOR	0.00 .......................2.00	X			0	5,000	0
(31) OWEN ROBERTS........................................................................ DIRECTOR	0.00 .......................2.00	X			0	5,000	0
(32) MARY SANDERS........................................................................ DIRECTOR	0.00 .......................3.00	X			0	5,000	0
(33) KRISTINE THOMAS........................................................................ DIRECTOR	0.00 .......................3.00	X			0	5,000	0
(34) TOM VERYSER........................................................................ DIRECTOR	0.00 .......................1.00	X			0	5,000	0
(35) ELAINE WOOD........................................................................ DIRECTOR	0.00 .......................6.00	X			0	5,000	0
(36) DAVID MCCURDY........................................................................ DIRECTOR	0.00 .......................3.00	X			0	0	0
(37) SAKURA TAKANO........................................................................ DIRECTOR	0.00 .......................1.00	X			0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
UNIMED MOBILE MRI LLC PO BOX 19532 IRVINE,CA92623	MRI UNIT RENTAL	267,107
SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH,PA152516170	FOOD SERVICE	185,013
HALLMARK HEALTHCARE SOLUTIONS PO BOX 22937 NEW YORK,NY100872937	STAFFING	178,427
MARY FREE BED REAHBILITATION HOSP 235 WEALTHY ST SE GRAND RAPIDS,MI49503	REHABILITATION	105,217

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 4

- 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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

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 ...............................

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

(i) Name of supported organization	(ii) EIN	(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)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2024

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) 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.") ..
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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 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.)

Section B. Total Support

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.)..

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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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.

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.

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) 2024

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?

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).

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.

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.

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.

Schedule A (Form 990) 2024

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) 2024

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 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.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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 (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

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 ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization PAUL OLIVER MEMORIAL HOSPITAL

Part I	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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization PAUL OLIVER MEMORIAL HOSPITAL		Employer identification number 38-1415623

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization PAUL OLIVER MEMORIAL HOSPITAL			Employer identification number 38-1415623
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) (Rev. 1-2025)

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

2024

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

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

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) 2024

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) 2021	(b) 2022	(c) 2023	(d) 2024	(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) 2024

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

(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)? ........

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? .......................

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

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

Yes

3,153

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

3,153

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
SCHEDULE C, PART II-B, LINE 1	OTHER ACTIVITIES INDICATE THE PORTION OF DUES ALLOCATED TO LOBBYING EXPENSES PAID TO VARIOUS REGIONAL OR NATIONAL ORGANIZATIONS, SUCH AS THE THE AMERICAN HOSPITAL ASSOCIATION AND THE AMERICAN ACADEMY OF FAMILY PHYSICIANS.

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

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

Open to Public Inspection

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

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) (Rev. 1-2025)

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 .....	192,846		192,846
b	Buildings ....	17,110,120	11,995,252	5,114,868
c	Leasehold improvements	208,226	173,687	34,539
d	Equipment ....	8,285,427	6,423,356	1,862,071
e	Other .....	636,477	219,977	416,500
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				7,620,824

Schedule D (Form 990) (Rev. 1-2025)

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)OPERATING LEASE RIGHT-OF-USE ASSET				541,344
(2)THIRD PARTY SETTLEMENTS				205,305
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				746,649

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
RESERVE FOR THIRD PARTY SETTLEMENTS	2,468,175
ESTIMATED THIRD PARTY SETTLEMENTS	938,765
LONG TERM OPERATING LEASE LIABILITY	362,887
SHORT TERM OPERATING LEASE LIABILITY	182,248





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,952,075
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) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	121,600		121,600	0.470 %
b	Medicaid (from Worksheet 3, column a) . . . . .	2,989,374	2,571,020	418,354	1.610 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	3,110,974	2,571,020	539,954	2.080 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	141,089	29,583	111,506	0.430 %
f	Health professions education (from Worksheet 5) . . .	6,702		6,702	0.030 %
g	Subsidized health services (from Worksheet 6) . . . .	6,504,255	5,271,067	1,233,188	4.760 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	3,796		3,796	0.010 %
j	Total. Other Benefits . .	6,655,842	5,300,650	1,355,192	5.230 %
k	Total. Add lines 7d and 7j .	9,766,816	7,871,670	1,895,146	7.310 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development			480		480
3	Community support			2,600		2,600	0.010 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building			320		320
7	Community health improvement advocacy
8	Workforce development			289		289
9	Other
10	Total			3,689		3,689	0.010 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

1,411,613

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

385,370

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

2,711,984

Enter Medicare allowable costs of care relating to payments on line 5.....

2,101,998

Subtract line 6 from line 5. This is the surplus (or shortfall)........

609,986

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	PAUL OLIVER MEMORIAL HOSPITAL 224 PARK AVE FRANKFORT,MI49635 WWW.MUNSONHEALTHCARE.ORG 1060000108	X	X	X	X

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	PAUL OLIVER MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 24

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): HTTPS://TINYURL.COM/YSZBXMYS

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): HTTPS://TINYURL.COM/YSZBXMYS

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	PAUL OLIVER MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

HTTPS://TINYURL.COM/2TNSZ8PS

The FAP application form was widely available on a website (list url):

HTTPS://TINYURL.COM/2TNSZ8PS

A plain language summary of the FAP was widely available on a website (list url):
HTTPS://TINYURL.COM/2TNSZ8PS

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	PAUL OLIVER MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	PAUL OLIVER MEMORIAL HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 3E	YES, THESIGNIFICANT HEALTH NEEDS ARE A PRIORITIZEDDESCRIPTION OF THESIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND WEREIDENTIFIEDTHROUGH THE CHNA.THESIGNIFICANT PRIORITIZED HEALTH NEEDS OF THE COMMUNITY AREIDENTIFIEDIN THE CHNA UNDER THE KEY FINDINGS HEADING.IN THE NORTHWEST AND NORTHEAST CHIR REGIONSWHICH COVER THE PRIMARY MUNSON HEALTHCARE SERVICE AREATHE SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED IN ORDER OF PRIORITY: ACCESS TO HEALTHCARE, MENTAL HEALTH, AND ECONOMIC SECURITY.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 5	WE ARE FOLLOWING THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP FRAMEWORK TO GUIDE OURPROCESSWHICH INCLUDESFOUR ASSESSMENTS TO GATHER INPUT.1. COMMUNITY STATUS ASSESSMENT (CSA), COLLECTS QUANTITATIVE DATA ON THE STATUS OF COMMUNITIES FROM TRUSTED LOCAL, STATE, AND NATIONAL SOURCES (SECONDARY DATA), BUT THEN MOVES BEYOND NUMERICAL OUTCOMES TO TEST THEIR ASSOCIATION WITH UPSTREAM ISSUES, INCLUDING SDOHS BY EVALUATING THE DATA NEXT TO A COMMUNITY SURVEY AND A PROVIDER SURVEY WITH OPEN-ENDED QUESTIONS AND SECONDARY DATA COLLECTED THROUGH THIS PROCESS. 2. COMMUNITY CONTEXT ASSESSMENT (CCA): A QUALITATIVE PROCESS TO UNDERSTAND COMMUNITY STRENGTHS, ASSETS, BUILT ENVIRONMENT, AND FORCES OF CHANGE THROUGH LIVED EXPERIENCE. MITHRIVE USED PHOTOVOICE, ASSET MAPPING, AND RESIDENT QUOTES TO FILL DATA GAPS AND EXPLORE CONTEXT. 3. COMMUNITY PARTNER ASSESSMENT (CPA): ENGAGES PARTNERS TO ASSESS INDIVIDUAL AND COLLECTIVE CAPACITY TO ADDRESS HEALTH INEQUITIES AND IDENTIFY ACTIONS AT SYSTEMIC AND STRUCTURAL LEVELS. MITHRIVE CONDUCTED A PARTNER SURVEY AND TWO VIRTUAL EVENTS. TO ENSURE DATA REPRESENTED THE FULL COMMUNITY, WE INVITED A DIVERSE GROUP OF COMMUNITY PARTNERS TO JOIN THE MITHRIVE STEERING COMMITTEE, DESIGN TEAM AND WORKGROUPS, AND GATHERED DATA FROM MEDICALLY UNDERSERVED, MINORITY AND LOW-INCOME POPULATIONS FOR EACH OF THE ASSESSMENTS.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 6A	YES: IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTHCARE SYSTEMS IN THE REGION PARTICIPATED,INCLUDING MCLAREN, MYMICHIGAN HEALTH, AND COREWELL HEALTH.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 6B	YES: IN ADDITION TO DOZENS OF LOCAL AND REGIONAL ORGANIZATIONS, ALL HEALTH DEPARTMENTS IN THE REGION PARTICIPATED,INCLUDINGGRAND TRAVERSE HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, BENZIE LEELANAU DISTRICT HEALTH DEPARTMENT, CENTRAL MICHIGAN DISTRICT HEALTH DEPARTMENT, DISTRICT HEALTH DEPARTMENT2, AND DISTRICT HEALTH DEPARTMENT 4. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 7A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 10A HTTPS://WWW.MUNSONHEALTHCARE.ORG/SERVICES/COMMUNITY-HEALTH/COMMUNITY- HEALTH-NEEDS-ASSESSMENT
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 11	WEIDENTIFIEDSTRATEGIC ISSUES AS PART OF THEMITHRIVECOLLABORATIVE. STRATEGIC ISSUES ARE BROADER THAN INDIVIDUAL HEALTH CONDITIONS, AND REPRESENT UNDERLYING CHALLENGES THAT NEED TO BE ADDRESSED, WHICH WOULD LEAD TO IMPROVEMENT IN HEALTH CONDITIONS. EACH STRATEGIC ISSUE SHOULDIMPACTMORE THAN ONE HEALTH CONDITION. THE TOP THREEPRIORITYISSUES TOBEADDRESSED INCLUDE:ACHIEVE GREATER ECONOMIC SECURITY, IMPROVE BEHAVIORAL HEALTH, AND INCREASE ACCESS TO CARE. A COMPLETE LIST OF STRATEGIES PLANNED TO ADDRESS THE PRIORITIZED NEEDS MAY BE VIEWED WITHIN THE CHNA IMPLEMENTATION STRATEGY.GENERALLY, THEHOSPITAL SYSTEM IS COMMITTED TO PROVIDING RESOURCES TO SUPPORT PROGRAMMING, PARTICIPATION IN COLLABORATIVE PROJECTS, BOARDS, AND SUPPORT FOR OTHER COMMUNITY IMPROVEMENT PROJECTS RELATED TO OUR PRIORITY STRATEGIC ISSUES.IN ADDITION TO THE STRATEGIC ISSUES LISTED ABOVE, THE FOLLOWING CHALLENGES WERE ALSO UNCOVERED IN THE DATA:HOUSING, SAFETY AND WELLBEING, EDUCATION, OBESITY, BROADBAND, AND ENVIRONMENT/INFRASTRUCTURE. MUNSON RECOGNIZES THE WIDE RANGE OF HEALTH-RELATED ISSUES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS. GIVEN THE COMPLEXITY AND BREADTH OF THESE CHALLENGES, THE ORGANIZATION HAS CHOSEN TO FOCUS ITS EFFORTS ON THE HIGHEST PRIORITY NEEDS IDENTIFIED BY THE COMMUNITY. THIS TARGETED APPROACH ENABLES THE STRATEGIC ALLOCATION OF RESOURCES TO AREAS WHERE THEY CAN HAVE THE GREATEST IMPACT. SHOULD ADDITIONAL RESOURCES OR ORGANIZATIONAL CAPACITY BECOME AVAILABLE, MUNSON WILL EXPLORE OPPORTUNITIES TO EXPAND ITS INITIATIVES TO ADDRESS OTHER IDENTIFIED NEEDS. IT IS ALSO IMPORTANT TO NOTE THAT SOME ISSUESSUCH AS HOUSINGARE BEING ADDRESSED WITHIN THE CONTEXT OF BROADER STRATEGIC PRIORITIES, SUCH AS ECONOMIC SECURITY. THIS INTEGRATED APPROACH ENSURES THAT INTERCONNECTED SOCIAL DETERMINANTS OF HEALTH ARE CONSIDERED WITHIN A COMPREHENSIVE FRAMEWORK FOR COMMUNITY HEALTH IMPROVEMENT.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 13H	PATIENTS WHOSE FAMILY INCOME EXCEEDS 400% OF THE FPG MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES AT THE SOLE DISCRETION OF MUNSON HEALTHCARE. FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16A HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16B HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16C HTTPS://WWW.MUNSONHEALTHCARE.ORG/PATIENTS-VISITORS/BILL-PAY/ FINANCIAL-ASSISTANCE
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 16J	IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE TO THE PATIENTS AND TO THE PUBLIC THE AVAILABILITY OF FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY. THIS WILL BE ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS; BROCHURES DISTRIBUTED TO ALL SELF-PAY PATIENTS; INFORMATION POSTED ON THE WEBSITE; STATEMENT ON BILLS; SIGNS IN THE REGISTRATION AREAS; AND CALLS MADE TO ALL SELF-PAY PATIENTS AFTER SERVICE.
FACILITY 1, PAUL OLIVER MEMORIAL HOSPITAL - PART V, LINE 20E	PAUL OLIVER MEMORIAL HOSPITAL (PAUL OLIVER) REVIEWS LARGE DOLLAR ACCOUNTS TO ENSURE ASSISTANCE HAS BEEN OFFERED TO PATIENTS BEFORE THE ACCOUNTS ARE TRANSFERRED TO A CREDIT AGENCY. ONCE AN ACCOUNT HAS BEEN TRANSFERRED TO A CREDIT AGENCY, THE AGENCY REVIEWS THE ACCOUNT TO SEE IF THE PATIENT WOULD BE A POSSIBLE CANDIDATE FOR FINANCIAL ASSISTANCE BEFORE FILING ANY LAWSUITS OR LIENS. PAUL OLIVER WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1.VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY PAUL OLIVER; 2.DOCUMENTING THAT PAUL OLIVER HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH PAUL OLIVER'S APPLICATION REQUIREMENTS; 3.DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. THE METHOD IN WHICH PAUL OLIVER DOES THIS IS AS FOLLOWS: ALL STATEMENTS INCLUDE A STATEMENT REGARDING THE AVAILABILITY OF PAYMENT PLANS, FINANCIAL ASSISTANCE AND CHARITY CARE. PAUL OLIVER WORKS WITH THE COLLECTION AGENCIES TO IDENTIFY INDIVIDUALS THAT MAY QUALIFY FOR CHARITY. IF THEY FIND AN INDIVIDUAL, THEY MAY REFER THE PATIENT TO PATIENT ACCOUNTS FOR EVALUATION. ALL ACCOUNTS THAT ARE PATIENT-PAY RECEIVE A PHONE CALL TO MAKE THE PATIENT AWARE OF OUR FINANCIAL ASSISTANCE POLICY PRIOR TO THEM GOING TO COLLECTIONS.

Schedule H (Form 990) 2024

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?2
Name and address		Type of Facility (describe)
1	BETSIE HOSICK HEALTH AND FITNESS CE 102 AIRPORT RD FRANKFORT,MI49635	CARDIAC REHABILITATION AND PHYSICAL THER
2	MHC FRANKFORT SPECIALTY CLINICS 917 MAIN STREET FRANKFORT,MI49635	CARDIOLOGY, NEPHROLOGY, ORTHOPEDICS, URO
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2024

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
SCHEDULE H, PART I, LINE 3C	INCOME UP TO 200% OF THE FPG = 100% DISCOUNT ON CHARGES INCOME BETWEEN 201% AND 300% FPG = 75% DISCOUNT ON CHARGES INCOME BETWEEN 301% AND 400% FPG = 65% DISCOUNT ON CHARGES FAMILY INCOME MAY INCLUDE ALL INCOME ATTRIBUTABLE TO ALL MEMBERS OF THE FAMILY IN THE RESIDENCE, OTHER THAN MINIMAL AMOUNTS EARNED BY MINORS. FAMILY INCOME INCLUDES THE FOLLOWING WHEN COMPUTING FPG: EARNINGS, UNEMPLOYMENT COMPENSATION, WORKER'S COMPENSATION, SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME, PUBLIC ASSISTANCE, VETERANS' PAYMENTS, SURVIVOR BENEFITS, PENSION OR RETIREMENT INCOME, INTEREST, DIVIDENDS, RENTS, ROYALTIES, INCOME FROM ESTATES, EDUCATIONAL ASSISTANCE, ALIMONY, CHILD SUPPORT, ASSISTANCE FROM OUTSIDE THE HOUSEHOLD, AND OTHER MISCELLANEOUS SOURCES; CASH, CHECKING AND SAVINGS BALANCES, MONEY MARKET ACCOUNTS, CERTIFICATES OF DEPOSIT, IRAS TRUSTS, INHERITANCES, ANNUITIES, SAVINGS BONDS, STOCKS, MUTUAL FUNDS, AND/OR CASH VALUE OF LIFE INSURANCE.
SCHEDULE H, PART I, LINE 7G	THE COSTS RELATED TO PHYSICIAN CLINICS IN SUBSIDIZED HEALTH SERVICES TOTAL 2,481,083. THESE COSTS ARE OFFSET BY RELATED REVENUES IN COMPUTING THE NET COMMUNITY BENEFIT.
SCHEDULE H, PART I, LINE 7, COLUMN (F)	TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, ARE 27,339,685. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS 1,411,613. THE NET EXPENSE OF 25,928,072 WAS USED FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F).
SCHEDULE H, PART I, LINE 7	COST VALUES FOR LINE 7 ARE BASED ON THE COST TO CHARGE RATIO COMPUTATION AND ACTUAL CASH PAID.
SCHEDULE H, PART II	PAUL OLIVER MEMORIAL HOSPITAL BELIEVES COMMUNITY BUILDING ACTIVITIES PROMOTE HEALTH BY ADDRESSING UNDERLYING COMMUNITY HEALTH CHALLENGES. COMMUNITY BUILDING WORK IS DONE AT THE CORPORATE LEVEL ON BEHALF OF THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE INVESTS DEEPLY IN BUILDING AND SUSTAINING REGION-WIDE COLLABORATIVES THAT TACKLE THE ROOT CAUSES OF POOR HEALTH OUTCOMES. CURRENT EFFORTS FOCUS ON THREE MAJOR INITIATIVES: 1. NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (CHIR): THE CHIR UNITES CROSS-SECTOR PARTNERS ACROSS 31 COUNTIESINCLUDING HEALTH DEPARTMENTS, BUSINESSES, RESIDENTS, AND HUMAN SERVICESTO ALIGN SYSTEMS, SET SHARED PRIORITIES, AND CO-LEAD STRATEGIES THAT TRANSFORM HEALTH AND WELLNESS IN NORTHERN MICHIGAN. THIS INTERDISCIPLINARY GROUP CONDUCTS A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND COORDINATES IMPLEMENTATION STRATEGIES TO ENSURE ALIGNMENT AND IMPACT. THE MOST RECENT CHNA WAS COMPLETED IN JUNE, WITH STRATEGIES APPROVED IN OCTOBER 2025. THIS WORK REDUCES DUPLICATION, ADDRESSES ROOT CAUSES, AND DRIVES MEASURABLE CHANGE. CHIR ALSO DEVELOPED AND SUSTAINS THE COMMUNITY CONNECTIONS MODEL, WHERE PATIENTS ARE UNIVERSALLY SCREENED IN HEALTHCARE SETTINGSINCLUDING MUNSONAND CONNECTED TO COMMUNITY HEALTH WORKERS FOR HELP WITH BASIC NEEDS. 2. BEHAVIORAL HEALTH INITIATIVE (BHI): THE BHI WAS FORMED IN RESPONSE TO THE BEHAVIORAL HEALTH CRISIS, IDENTIFIED AS A TOP PRIORITY THROUGH CHIR-LED CHNA ASSESSMENTS. THE GROUP CREATED A SHARED ROADMAP AND ACTION TEAMS, WITH MUNSON PLAYING A MAJOR ROLE. THIS COLLABORATION LED TO THE OPENING OF THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER IN FY25A MILESTONE THAT WILL TRANSFORM BEHAVIORAL HEALTH CARE IN NORTHERN MICHIGAN. BEYOND THIS, THE INITIATIVE CONTINUES TO EXPAND ACCESS THROUGH EFFORTS SUCH AS CONVENING A REGIONAL CONSORTIUM, EXPANDING A COMMUNITY SCORECARD, INTRODUCING THERAPY CORPS, AND DEVELOPING A BEHAVIORAL HEALTH RESOURCE HUB. 3. MICHIGAN REGIONS 2 & 3 PERINATAL QUALITY COLLABORATIVE (RPQC): MUNSON SERVES AS CO-LEAD AND FIDUCIARY FOR THIS COLLABORATIVE, WHICH BRINGS TOGETHER FAMILIES, BIRTH WORKERS, HEALTHCARE SYSTEMS, HOME VISITING AGENCIES, FAITH-BASED ORGANIZATIONS, NONPROFITS, AND HEALTH DEPARTMENTS. ITS MISSION: IMPROVE PREGNANCY, BIRTH, AND POSTPARTUM OUTCOMES THROUGH A SUSTAINABLE, COORDINATED NETWORK OF CARE. QUALITY IMPROVEMENT EFFORTS ARE DATA-DRIVEN AND INFORMED BY COMMUNITY LISTENING SESSIONS. RECENT INITIATIVES INCLUDE: 1. UPDATING BIRTHING CENTER PROTOCOLS TO PROMOTE CULTURALLY CONSCIOUS CARE, 2. LISTENING SESSIONS WITH UNDERSERVED GROUPS TO IMPROVE OUTCOMES FOR BIRTHING FAMILIES, 3. INTEGRATING DOULA CARE INTO HEALTHCARE SYSTEMS AND SUPPORTING DOULA MENTORSHIP, 4. INCREASING PERINATAL EDUCATION UPTAKE AND PUBLIC AWARENESS OF URGENT MATERNAL WARNING SIGNS. MUNSON ACTIVELY ADVOCATES FOR POLICIES THAT PROTECT HEALTH SERVICES, EXPAND ACCESS, AND ADDRESS ESSENTIAL NEEDS LIKE HOUSING AND SOCIAL SUPPORTS. EXAMPLES INCLUDE: SUPPORTED A STATE BUDGET THAT FULLY FUNDS MICHIGANS MEDICAID PROGRAM (SIGNED INTO LAW BY GOVERNOR WHITMER OCTOBER 2025); SUPPORTED HOUSING SOLUTIONS FOR PATIENTS AND EMPLOYEES THROUGH ENGAGEMENT WITH HOUSING NORTH AND THE HOUSING SUMMIT ALONG WITH BEING THE RECIPIENT OF STATE FUNDS THAT WILL HELP TO RECRUIT AND RETAIN HEALTHCARE WORKERS. (THROUGHOUT 2024 AND 2025); LED EFFORTS TO OPEN THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER AND EXPAND OPERATIONS TO 24/7 CARE (THROUGHOUT 2024 AND 2025); ADVOCATED FOR THE PASSAGE OF STATE LEGISLATION THAT ADDS PROTECTIONS FOR THE 340B DRUG PRICING PROGRAM FROM WHICH WE GAIN COSTSAVINGSTHAT ARE REINVESTED INTO SUPPORTING ACCESS TO CARE FOR PATIENTS; ADVOCATED FOR FEDERAL LEGISLATION THAT EXPANDS ACCESS TO HEALTHCARE THROUGH THE USE OF TELEHEALTH; SUPPORTED THE STATES APPLICATION FOR 173 MILLION IN FEDERAL RURAL HEALTH TRANSFORMATION PROGRAM FUNDS; IN ADDITION TO OVER 300,000 IN DIRECT INVESTMENTS TO NONPROFITS CLOSING CHNA GAPS, MUNSON ALIGNED SPONSORSHIPS AND EVENT PARTICIPATION WITH CHNA PRIORITIES. IN FY25, 77,000 WAS INVESTED IN ALIGNED SPONSORSHIPS AND EVENTS, INCLUDING FINANCIAL SUPPORT TO THE FOLLOWING NON-PROFIT, TAX-EXEMPT CHARITIES: MICHAELS PLACE, ROTARY CLUB, YMCA, HOUSING NORTH, OUT OF THE DARKNESS WALK, HABITAT FOR HUMANITY, MANNA FOOD PROJECT, GROW BENZIE, ARMORY YOUTH PROJECT, NORTHWEST FOOD COALITION, NORTE, BENZIE SENIOR RESOURCES, AND MORE.
SCHEDULE H, PART III, LINE 2	DIRECT WRITE-OFF FROM UNPAID ACCOUNTS WHICH ARE DEEMED NO LONGER COLLECTIBLE ARE RECORDED AGAINST THE ALLOWANCE FOR BAD DEBT. AN ESTIMATE OF BAD DEBT EXPENSE IS RECORDED BASED ON 1) AN ANALYSIS OF THE DIRECT WRITE- OFFS AND 2) AN ESTIMATE OF THE AMOUNT OF BAD DEBT, NET OF DISCOUNTS, IN THE ACCOUNTS RECEIVABLE BALANCE, CONSIDERING THE PAST EXPERIENCE AND CURRENT TRENDS OF PAYMENTS ON PATIENT ACCOUNTS FOR EACH OF THE MAJOR PAYOR SOURCES OF REVENUE.
SCHEDULE H, PART III, LINE 3	THE METHODOLOGY USED TO DETERMINE THE ESTIMATED AMOUNT OF CHARITY IN BAD DEBT IS AS FOLLOWS. WE DETERMINED THE APPROVAL RATE OF FINANCIAL COUNSELING BY TAKNG THE VALUE OF THE ACCOUNTS THAT SUCCESSFULLY QUALIFIED FOR CHARITY (INCLUDING PRESUMPTIVE APPROVALS) AND DIVIDING THAT NUMBER BY THE ACCOUNTS THAT WERE APPROVED FOR CHARITY PLUS THE ACCOUNTS THAT WERE DENIED. THEN WE APPLIED THAT PERCENTAGE TO THE VALUE OF ACCOUNTS THAT DID NOT COMPLETE FINANCIAL COUNSELING AND WERE ASSIGNED TO BAD DEBT, MULTIPLIED BY THE APPROVAL RATE FOR FINANCIAL COUNSELING.
SCHEDULE H, PART III, LINE 4	SEE NOTE 2 ON PAGE 10 OF ATTACHED AUDITED FINANCIAL STATEMENTS UNDER ACCOUNTS RECEIVABLE.
SCHEDULE H, PART III, LINE 9B	MUNSON HEALTHCARES INTERNAL AND EXTERNAL COLLECTION PRACTICES REFERENCED IN THE CREDIT AND COLLECTION POLICY (INCLUDING ACTIONS THE HOSPITAL MAY TAKE IN THE EVENT OF NON-PAYMENT, INCLUDING COLLECTION ACTIONS AND REPORTING TO COLLECTION AGENCIES) SHALL TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENTS GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR CHARITY FROM MUNSON HEALTHCARE (MHC), AND A PATIENTS GOOD FAITH EFFORT TO COMPLY WITH HIS/HER PAYMENT AGREEMENTS WITH MHC. FOR PATIENTS WHO QUALIFY FOR CHARITY AND WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR DISCOUNTED HOSPITAL BILLS, MHC MAY OFFER EXTENDED PAYMENT PLANS, WILL NOT SEND UNPAID BILLS TO OUTSIDE COLLECTION AGENCIES, AND WILL CEASE ALL COLLECTION EFFORTS ON ANY UNPAID BALANCES ON ACCOUNTS THAT WERE OPENED WITHIN ONE YEAR OF THE DATE THAT THE PATIENT QUALIFIED FOR CHARITY UNDER THIS POLICY. MHC WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS WAGE GARNISHMENTS, LIENS ON PRIMARY RESIDENCES, OR OTHER LEGAL ACTIONS FOR ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR CHARITY CARE UNDER THIS FINANCIAL ASSISTANCE POLICY. REASONABLE EFFORTS SHALL INCLUDE: 1) VALIDATING THAT THE PATIENT OWES THE UNPAID BILLS AND THAT ALL SOURCES OF THIRD-PARTY PAYMENTS HAVE BEEN IDENTIFIED AND BILLED BY THE HOSPITAL; 2) DOCUMENTING THAT MHC HAS OR HAS ATTEMPTED TO OFFER THE PATIENT THE OPPORTUNITY TO APPLY FOR CHARITY CARE PURSUANT TO THIS POLICY AND THAT THE PATIENT HAS NOT COMPLIED WITH THE HOSPITALS APPLICATION REQUIREMENTS; 3) DOCUMENTING THAT THE PATIENT HAS BEEN OFFERED THE OPPORTUNITY TO ENTER INTO A PAYMENT PLAN BUT HAS NOT DONE SO, OR HAS ENTERED INTO A PAYMENT PLAN BUT HAS NOT HONORED THE TERMS OF THAT PLAN. PATIENTS WILL BE NOTIFIED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR A PERIOD OF AT LEAST 120 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. PATIENT BALANCES WILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE CONSIDERATION FOR AT LEAST 240 DAYS FROM THE DATE OF THE FIRST POST-DISCHARGE BILLING STATEMENT. MEMBERS OF THE PUBLIC MAY OBTAIN THE CURRENT CREDIT AND COLLECTION POLICY FOR ANY MUNSON HEALTHCARE HOSPITAL ON THE WEBSITE, IN WRITING, AND FREE OF CHARGE BY CONTACTING MUNSON HEALTHCARE PATIENT FINANCIAL SERVICES DEPARTMENT AT 4230 COPPER RIDGE DR., TRAVERSE CITY, MI 49684
SCHEDULE H, PART VI, LINE 2	THE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEMPARTICIPATEIN A COMMUNITY NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY TO MEET THE REQUIREMENTS OF IRC SEC 501(R)IN ACCORDANCE WITHTHE PLANS OF THE COMMUNITY & POPULATION HEALTH COMMITTEE OF THE BOARD. IN ADDITION, THE HOSPITAL IS A MEMBER OF THE MUNSON HEALTHCARE SYSTEM, WHICH HAS A DEDICATED BUSINESS PLANNING DEPARTMENT, WHICH USES CHNA AND OTHER IMPORTANT DATA SOURCES TO UNDERSTAND THE NEEDS OF THE SERVICE AREA, IN ADDITION TO SERVICE LINE AND DEPARTMENT- BASED ASSESSMENT AND BUSINESS PLANNING STRATEGIES. THE HOSPITAL ALSO REGULARLY SEEKS INFORMATION FROM ANDPARTICIPATESIN MITHRIVEWORKGROUPS, THE BEHAVIORAL HEALTH INITIATIVE, AND OTHER REGIONAL COLLABORATIVESTOMAINTAINCURRENT UNDERSTANDING OF COMMUNITY HEALTH NEEDS.THE HOSPITALMAINTAINSA COMMUNITY HEALTHCARE COUNCIL MADE UP OF LOCAL LEADERS ANDAREA ORGANIZATIONS WHICH PROVIDE INPUT INTO EMERGING TRENDS AND ISSUES SPECIFIC TO THEIR COMMUNITIES.FINALLY,THE HEALTHCARESYSTEMMAINTAINSASTANDINGCOMMUNITY AND POPULATION HEALTHCOMMITTEE (CHC)WHICH CONSISTS OF MUNSON HEALTHCARE BOARD MEMBERS FROMREGIONALHOSPITALS AND OTHER INTERESTED AREA PHYSICIANS AND COMMUNITY MEMBERS. THE CPHC MEETS AT LEAST QUARTERLY TO REVIEW EXISTING PROGRAMS AND SERVICES RELATED TO CURRENT COMMUNITY HEALTH NEEDS, CONSIDER THEMHCRESPONSE TO EMERGING HEALTH TRENDS,AND REVIEW NEW COMMUNITYHEALTH-BASEDCOLLABORATIONS OR PROGRAMS.
SCHEDULE H, PART VI, LINE 3	IT IS THE GOAL OF MUNSON HEALTHCARE TO COMMUNICATE AND EDUCATE PATIENTS AND THE PUBLIC REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. THIS IS ACHIEVED THROUGH ONE OR MORE OF THE FOLLOWING METHODS: INFORMATION BROCHURES AVAILABLE AT THE REGISTRATION DESKS: BROCHURES THAT DESCRIBE MUNSON HEALTHCARE'S FINANCIAL ASSISTANCE PROGRAM ARE AVAILABLE AT ALL REGISTRATION SITES. THE BROCHURE HAS CLEAR INFORMATION ON HOW TO CONTACT A FINANCIAL COUNSELOR. STATEMENT ON BILLS: STATEMENTS INCLUDE VERBIAGE THAT INSTRUCTS THE PATIENT TO CALL PATIENT FINANCIAL ASSISTANCE IF THEY NEED HELP WITH THEIR BILL. SIGNS IN THE ER REGISTRATION AREA: ADVISES THE PATIENTS THAT THEIR CARE IS NOT WITHHELD IF THEY HAVE NO INSURANCE OR MEANS TO PAY. THE MUNSON HEALTHCARE INTERNET HAS THE FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, THE PLAIN LANGUAGE SUMMARY AND THE BILLING AND COLLECTIONS POLICY AVAILABLE TO REVIEW AND PRINT. REFERRAL BY REGISTRATION STAFF: AT THE TIME OF REGISTRATION, SELF-PAY PATIENTS OR ANY PATIENT THAT MAY HAVE CONCERNS REGARDING THEIR UPCOMING ADMISSION IS REFERRED TO THE FINANCIAL COUNSELING STAFF. MUNSON HEALTHCARE FINANCIAL COUNSELORS ARE AVAILABLE TO TALK WITH PATIENTS ABOUT THEIR FINANCIAL CONCERNS. THE COUNSELOR VISIT ALL INPATIENTS THAT ARE DEEMED SELF-PAY, TO SEE IF THEY HAVE CONCERNS AND TO DETERMINE IF THEY WOULD LIKE HELP. IF THE PATIENT WOULD LIKE HELP, THE COUNSELORS GATHER INCOME INFORMATION AND SCREEN THE PATIENT FOR MEDICAID. GENERALLY, THESE TWO ACTIONS WILL DETERMINE WHAT PROGRAM THE PATIENT MIGHT QUALIFY FOR. ONCE THE COUNSELOR DETERMINES WHAT THE PATIENT MAY QUALIFY FOR, THE COUNSELOR EDUCATES THE PATIENT ON THE AVAILABLE PROGRAMS AND ASSISTS THEM WITH COMPLETING THE APPROPRIATE APPLICATIONS. THE COUNSELORS ALSO IDENTIFY ALL SELF-PAY OUTPATIENTS AND GO THROUGH THE SAME PROCESS, ONLY BY PHONE. THE GOAL IS TO TALK WITH PATIENTS PRIOR TO ADMISSION, BUT WHEN THAT IS NOT POSSIBLE, THE CALL IS MADE SOON AFTER DISCHARGE. AVAILABLE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: MEDICAID (AND ALL OF ITS SUBSETS), SOCIAL SECURITY DISABILITY, TRAVERSE HEALTH CLINIC, MUNSON HEALTHCARE FINANCIAL ASSISTANCE, AND MUNSON MEDICAL CENTER MEDS PROGRAM. MUNSON HEALTHCARE MAKES A PHONE CALL TO ALL PRIVATE-PAY PATIENTS PRIOR TO TRANSFERRING THEIR ACCOUNT TO A COLLECTION AGENCY TO INFORM THEM OF OUR FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART VI, LINE 4	DESCRIPTION ONE OF NINE HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM, PAUL OLIVER MEMORIAL HOSPITAL (POMH) OFFERS QUALITY, PERSONALIZED CARE FOR PRIMARY AND URGENT MEDICAL NEEDS. LOCATED IN FRANKFORT, MICHIGAN, ABOUT 40 MILES SOUTHWEST OF TRAVERSE CITY, POMH BECAME THE FIRST OWNED SUBSIDIARY OF MUNSON HEALTHCARE IN 1986. BECAUSE OF ITS RURAL LOCATION, POMH IS DESIGNATED AS A MICHIGAN CRITICAL ACCESS HOSPITAL; IT WAS THE FIRST HOSPITAL IN MICHIGAN TO ATTAIN THAT STATUS. THE HOSPITAL HAS 51 ACTIVE MEDICAL STAFF (PRIMARY FACILITY) AND 245 EMPLOYEES MAKING IT ONE OF THE LARGEST EMPLOYERS IN THE COUNTY. THE HOSPITAL SERVED OVER 47,900 OUTPATIENT VISITS, OVER 5,900 EMERGENCY ROOM VISITS, AND 155 SURGICAL CASES IN FISCAL YEAR 2025. HOSPITAL SERVICES THIS 8 BED HOSPITAL OFFERS A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES: COMPREHENSIVE RADIOLOGY SERVICES WITH CT, MRI, CT, ULTRASOUND, MAMMOGRAPHY, AND X-RAY OUTPATIENT LABORATORY SERVICES COMPREHENSIVE REHABILITATION SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND HEARING, AND WOUND THERAPY PROGRAMS 24-HOUR EMERGENCY CARE AND ACUTE CARE SERVICES CARDIAC AND PULMONARY REHABILITATION PRIMARY CARE LONG-TERM CARE AND SKILLED REHABILITATION RESPITE CARE VISITING SPECIALISTS DIALYSIS OUTPATIENT PROCEDURES POPULATION SERVED FRANKFORT IS A SMALL, SCENIC COMMUNITY IN BENZIE COUNTY ON THE LAKE MICHIGAN SHORELINE, NESTLED BETWEEN SLEEPING BEAR DUNES NATIONAL LAKESHORE AND ELBERTA BLUFFS. THE HOSPITALS PRIMARY SERVICE AREA INCLUDES BENZIE COUNTY, NORTHERN MANISTEE COUNTY, AND SOUTHWEST LEELANAU COUNTY. BENZIE COUNTY IS THE SMALLEST OF MICHIGAN'S 83 COUNTIES. WITHIN THE HOSPITALS PRIMARY SERVICE AREA OF BENZIE COUNTY, THE FOLLOWING DEMOGRAPHIC INFORMATION APPLIES: BENZIE COUNTY IS HOME TO 18,520 PEOPLE. MOST OF THE POPULATION ARE WHITE (95.2%) WITH THE LARGEST MINORITY GROUPS INCLUDING HISPANIC/LATINO (2.7%), AMERICAN INDIAN/ALASKA NATIVE (1.3%), AND AFRICAN AMERICAN (1%). THE PROPORTION OF ADULTS OVER 65 YEARS IS 30% WITH PERSONS UNDER 18 YEARS MAKING UP 16.6%. 93.9% OF RESIDENTS AGE 25 YEARS+ HAVE A HIGH SCHOOL DIPLOMA WITH 34.3% HAVING A BACHELORS DEGREE OR HIGHER. MEDIAN HOUSEHOLD INCOME IS 72,603 WHICH IS ABOVE THE STATE AVERAGE (71,149) AND THE UNEMPLOYMENT RATE IS 4.3%. THE PERCENT OF UNINSURED INDIVIDUALS (UNDER 65 YEARS) IS 5.5%. QUALITY MARCH 2025 - FOR A SECOND CONSECUTIVE YEAR, PAUL OLIVER MEMORIAL HOSPITAL (POMH) NAMED A 2024 HUMAN EXPERIENCE (HX) GUARDIAN OF EXCELLENCE AWARD WINNER BY PRESS GANEY, 2021- PAUL OLIVER MEMORIAL HOSPITAL HAS BEEN AWARDED A THREE-YEAR TERM OF ACCREDITATION IN COMPUTED TOMOGRAPHY (CT) AND MAMMOGRAPHY AS THE RESULT OF A RECENT REVIEW BY THE AMERICAN COLLEGE OF RADIOLOGY (ACR). 2019 - POMH BECAME RECOGNIZED AS A LEVEL IV TRAUMA HOSPITAL BY THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS DESIGNATION MEANS THAT POMH IS PART OF A REGIONAL, COORDINATED, AND ACCOUNTABLE TRAUMA CARE NETWORK WITH A DEMONSTRATED ABILITY TO PROVIDE ADVANCED TRAUMA LIFE SUPPORT (ATLS) PRIOR TO TRANSFER OF PATIENTS TO A HIGHER LEVEL TRAUMA CENTER.
SCHEDULE H, PART VI, LINE 5	PAUL OLIVER MEMORIAL HOSPITAL UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. MUNSON REINVESTS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND IMPROVE CARE TO PATIENTS THROUGHOUT THE SERVICE AREA. THESE FUNDS ARE REINVESTED INTO OUR HOSPITALS IN THE FORM OF EMPLOYEE WAGE AND BENEFIT ENHANCEMENTS, TECHNOLOGY, AND SERVICES NEEDED TO ENSURE THE HIGHEST QUALITY CARE IS AVAILABLE IN NORTHERN MICHIGAN. THE HOSPITAL ALSO HAS AN OPEN MEDICAL STAFF WHERE PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY SUBJECT TO CREDENTIAL REVIEW AND REQUIREMENTS OF THE MEDICAL STAFF AND THE BOARD OF DIRECTORS. BEYOND THESE MEASURES, MUNSON PUTS COMMUNITY HEALTH AT THE CENTER OF WHAT THEY DO AND INVESTS HEAVILY IN COMMUNITY HEALTH PROGRAMS, PARTNERSHIPS AND INITIATIVES, INCLUDING THE FOLLOWING: MENTAL HEALTH AND SUBSTANCE USE DISORDERS: IN JANUARY, MUNSON AND NORTHERN LAKES COMMUNITY MENTAL HEALTH AUTHORITY OPENED THE GRAND TRAVERSE MENTAL HEALTH CRISIS AND ACCESS CENTER, EXPANDING FROM LIMITED HOURS TO 24/7 SERVICE. THIS CENTER DELIVERS FACE-TO-FACE CRISIS INTERVENTION, PSYCHIATRIC URGENT CARE, MOBILE RESPONSE, PEER SUPPORT, AND COMMUNITY REFERRALSTRANSFORMING BEHAVIORAL HEALTH ACCESS IN NORTHERN MICHIGAN. COMPLEMENTARY INITIATIVES INCLUDED: 1. PERINATAL LOSS SUPPORT: TRAINED 54 STAFF IN GRIEF CARE, DISTRIBUTED RESOURCES TO BIRTHING HOSPITALS, AND LAUNCHED A SUPPORT GROUP FOR FAMILIES. 2. COMMUNITY INVESTMENTS: 10,000 TO KIERSTENS RIDE FOR SUICIDE PREVENTION AND 5,000 TO LAKESHORE CHILDRENS ADVOCACY CENTER FOR FREE COUNSELING FOR CHILDREN AFFECTED BY ABUSE. 3. HIGH-TECH HIGH TOUCH (HT2): SCREENED 1,600 PRENATAL PATIENTS FOR MENTAL HEALTH AND SUBSTANCE USE NEEDS; OVER HALF ACCEPTED BRIEF INTERVENTIONS, IMPROVING MATERNAL AND INFANT OUTCOMES. 4. BEHAVIORAL HEALTH EQUITY: PARTNERED WITH THE UNIVERSITY OF MICHIGAN ON PEDIATRIC EQUITY RESEARCH AND COLLABORATED WITH SCHOOLS TO STANDARDIZE CRISIS RESPONSE LANGUAGE AND TOOLS. IN FY25, WE ADVANCED CARE FOR CHILDREN WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THIS INCLUDES, CONTRACTING APPLIED BEHAVIORAL ANALYSIS (ABA) SPECIALISTS TO DEVELOP FUTURE THERAPY SERVICES IN THE EMERGENCY DEPARTMENT FOR CHILDREN WITH BEHAVIORAL HEALTH NEEDS. ADDITIONAL INITIATIVES INCLUDED THE INTRODUCTION OF SENSORY TOOLS, PARTNERSHIP WITH CHILD LIFE TO REDUCE TRAUMA IN THE EMERGENCY DEPARTMENT, DEVELOPING COLOR-CODED HANDOFF SIGNAGE AND INTERVENTION PROTOCOLS TO PREVENT ESCALATION AND SHORTEN STAYS, IMPROVING EMR DATA ACCURACY FOR RACE AND ETHNICITY, AND ANALYZING ACCESS TO LACTATION CONSULTANTS FOR UNDERSERVED POPULATIONS. MUNSON CONTINUES TO ADVANCE A COMPREHENSIVE NO WRONG DOOR APPROACH TO SUBSTANCE USE DISORDER (SUD) TREATMENT, ENSURING SEAMLESS ACCESS TO CARE IN EMERGENCY, PRIMARY, AND BEHAVIORAL HEALTH SETTINGS. IN FY25, A FULL-TIME PROGRAM MANAGER WAS HIRED TO LEAD THIS WORK. THANKS TO FUNDING SUPPORT FROM MHA FOR THE HOSPITAL- BASED PEER RECOVERY COACH SERVICES EXPANSION INITIATIVE, WE ADDED THREE ADDITIONAL PRC POSITIONS AND CREATED A COORDINATOR OF PEER SERVICES ROLE, BRINGING THE TEAM TO 10 PRC ACROSS NINE CLINICS TO SUPPORT DELIVERY OF GOLD-STANDARD CARE. TO BUILD PROVIDER CAPACITY, MUNSON LAUNCHED WEEKLY CLINICIAN MENTORSHIP SESSIONS FOR BEST-PRACTICE SHARING AND COLLABORATIVE LEARNING. THE SYSTEM IS ALSO IMPLEMENTING THE SUD HEALTH HOME MODEL, INTEGRATING CARE MANAGEMENT AND PROMOTING SUSTAINABILITY THROUGH VALUE- BASED REIMBURSEMENT. ADDITIONALLY, MUNSON INTRODUCED AN EAST REGION SUD NURSE NAVIGATOR TO STRENGTHEN CARE COORDINATION. COMPLEMENTARY HARM REDUCTION EFFORTS INCLUDED INSTALLING 25 NARCAN DISTRIBUTION BINS ACROSS HOSPITALS, URGENT CARE CENTERS, AND CLINICS IN PARTNERSHIP WITH MICHIGAN HARM REDUCTION. THE ANNUAL VOICES FOR COMMUNITY HEALTH ART INITIATIVE FOCUSED ON RECOVERY, GENERATING SIGNIFICANT ENGAGEMENT AND MEDIA COVERAGE INCLUDING A MUNSON PRC FEATURED ON THE FRONT PAGE OF THE RECORD EAGLE. THESE COMBINED STRATEGIESPROTOCOL STANDARDIZATION, WORKFORCE EXPANSION, EDUCATION, PARTNERSHIPS, AND INTEGRATED CAREARE BUILDING A ROBUST, SUSTAINABLE SYSTEM FOR INDIVIDUALS WITH SUD. CHRONIC DISEASE PREVENTION AND MANAGEMENT: MUNSON PRIORITIZED CHRONIC DISEASE PREVENTION THROUGH COMMUNITY PARTNERSHIPS AND INNOVATIVE OUTREACH, INCLUDING: 1. FRUIT & VEGETABLE PRESCRIPTION PROGRAM WITH LOCAL GROCERS, FARMERS MARKETS, AND MSU EXTENSION, PROVIDING VOUCHERS AND NUTRITION EDUCATION, 2. DIRECT PATIENT OUTREACH VIA TEXT FOR CANCER SCREENINGS, WELL VISITS, AND DIABETES CARE, 3. SUPPORT FOR NONPROFITS LIKE YMCA AND MANNA FOOD PROJECT TO EXPAND ACCESS TO NUTRITIOUS FOOD AND MOVEMENT OPPORTUNITIES, 4. CULINARY MEDICINE SERIES WITH GROUNDWORK CENTER TO EQUIP PROVIDERS FOR MEANINGFUL NUTRITION CONVERSATIONS, 5. LAUNCHED AN OPT-IN, TEXT-BASED DIABETES EDUCATION PROGRAM, DELIVERING WEEKLY TIPS ON BLOOD SUGAR TESTING, MEAL PLANNING, EXERCISE, AND STRESS MANAGEMENTREDUCING BARRIERS AND INCREASING ENGAGEMENT. ACCESS TO HEALTHCARE: MUNSON HAS PRIORITIZED SEVERAL OPERATIONAL ADVANCEMENTS, LEVERAGING INNOVATION TO INTRODUCE NEW MODELS OF CARE THAT IMPROVE ACCESS ACROSS RURAL NORTHERN MICHIGAN. THIS INCLUDES: 1. CENTRALIZED CARE COORDINATION: LAUNCHED THE MUNSON TRANSFER CENTER AND A REGIONAL REFERRAL HUB, STREAMLINING PATIENT PLACEMENT AND SPECIALTY REFERRALS FOR 24 COUNTIES. THIS HUB HAS REDUCED ED DELAYS, OPTIMIZED BED USE, AND IMPROVED ACCESS TO ADVANCED SERVICES SUCH AS TRAUMA, NICU, STROKE CARE, AND ORTHOPEDICSADDRESSING A TOP CHNA PRIORITY. 2. EXPANDED PATIENT SUPPORT: THE ASK-A-NURSE LINE HANDLED 37,000 CALLS IN FY25, SAFELY REDIRECTING 26% OF POTENTIAL ER VISITS AND IMPROVING CARE COORDINATION WHILE FREEING PRIMARY CARE CAPACITY FOR SAME-DAY AND PREVENTIVE APPOINTMENTS. 3. THE MOST RECENT STRATEGIC PLANREGIONAL CARE TRANSFORMATIONPRIORITIZED AN EXPANSION OF OUTPATIENT, SPECIALTY SERVICES WHILE ELEVATING SPECIALTY SERVICES AVAILABLE AT THE MEDICAL CENTER. MUNSON RECRUITED 23 NEUROSCIENCE PROVIDERS, REDUCING WAIT TIMES FROM 123 TO 25 DAYS, AND LAUNCHED A HIGH-RISK BREAST CANCER CLINIC WITH PREDICTIVE SOFTWARECRITICAL FOR COMMUNITIES WITH SOME OF MICHIGANS HIGHEST BREAST CANCER RATES. 4. WORKFORCE STRATEGY: ADDRESSED RURAL STAFFING SHORTAGES VIA INTERNATIONAL RECRUITMENT (170 NURSES FROM THE PHILIPPINES), EXPANDED LOCAL PIPELINES (EARLY HIRE PROGRAM, RESIDENCIES), AND RETENTION INITIATIVES (NURSE RESIDENCY PROGRAM). SECURED A 500K HOUSING GRANT TO SUPPORT RELOCATION AND AFFORDABLE HOUSING, EXPECTED TO ATTRACT 4060 HIRES. 5. MATERNAL & CHILD HEALTH: THE HEALTHY FUTURES PROGRAM SERVED 1,300 FAMILIES THROUGH FREE POSTPARTUM HOME VISITS, BREASTFEEDING SUPPORT, AND EDUCATION. FY25 ADDED PRENATAL AND NEWBORN CARE CLASSES AND ADVANCED A CARE COORDINATION PORTAL LINKING HOME VISITS TO CLINICAL CARE. A BLOOD PRESSURE INITIATIVE PREVENTED LIFE-THREATENING POSTPARTUM COMPLICATIONS. 6. IMPROVING HEALTH OUTCOMES FOR NON-MAJORITY GROUPS: ANALYSIS OF PAST COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) SHOWS THAT, DESPITE PRIORITIZING NON-MAJORITY POPULATIONS, HEALTH OUTCOMES AND TRUST HAVE NOT SIGNIFICANTLY IMPROVED. TO ADDRESS THIS, ROTARY CHARITIES FUNDED A TWO-YEAR INITIATIVE IN PARTNERSHIP WITH MUNSON HEALTHCARE, DISTRICT HEALTH DEPARTMENT 10, HEALTH DEPARTMENT OF NORTHWEST MICHIGAN, AND THE NORTHERN MICHIGAN COMMUNITY HEALTH INNOVATION REGION (NMCHIR). WE ENGAGED AN INDIGENOUS COACH WITH A MASTERS IN ORGANIZATIONAL PSYCHOLOGY TO GUIDE US IN DEVELOPING IMPACTFUL STRATEGIES. TOGETHER, WE CONDUCTED ORGANIZATIONAL ASSESSMENTS TO ESTABLISH BASELINE UNDERSTANDING, HELD SIX LISTENING SESSIONS WITH DIVERSE NON- MAJORITY GROUPS, AND INTRODUCED CONCEPTS LIKE THE FOUR LEVELS OF LISTENING TO HELP ORGANIZATIONS SHIFT THEIR APPROACH. THESE EFFORTS HAVE SURFACED KEY THEMES AND EVIDENCE THAT WILL INFORM ACTIONABLE RECOMMENDATIONS. FUTURE WORK WILL FOCUS ON CO-DEVELOPING STRATEGIES WITH COMMUNITY PARTNERS AND IMPLEMENTING A CYCLICAL, EXPERIMENTAL PROCESS TO TEST AND REFINE APPROACHES FOR IMPROVING OUTCOMES MORE QUICKLY. HOUSING: RECOGNIZING HOUSING AS FOUNDATION TO HEALTH, MUNSON HAS MADE SIGNIFICANT INVESTMENTS TO EXPAND EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND RELATED SERVICES. THIS INCLUDES A TWO-YEAR COMMITMENT OF 75,000 ANNUALLY TO GOODWILL NORTHERN MICHIGAN, A LEADER IN ADDRESSING EMERGENCY SHELTER NEEDS AND ENDING CHRONIC HOMELESSNESS. ADDITIONAL LOCAL INVESTMENTS TARGET COMMUNITIES WITH THE HIGHEST DENSITY OF UNHOUSED INDIVIDUALS, INCLUDING A 50,000 ANNUAL COMMITMENT FOR TWO YEARS TO SAFE HARBOR TO SUPPORT ITS TRANSITION TO YEAR- ROUND OPERATIONS AND EXPAND WRAPAROUND SERVICES. MUNSON ALSO PARTNERS WITH THE CHIR COMMUNITY CONNECTIONS PROGRAM, WHICH LINKS PATIENTS TO ESSENTIAL RESOURCES SUCH AS HOUSING, FOOD, TRANSPORTATION, AND HEALTHCARE THROUGH ONE-ON-ONE SUPPORT. IN 2025, MORE THAN 2,000 PATIENTS WERE REFERRED. MUNSON CONTRIBUTES 60,000 ANNUALLY WHILE MANAGING A 150,000 MICHIGAN HEALTH ENDOWMENT FUND GRANT TO SUSTAIN AND GROW THIS WORK. TO REACH INDIVIDUALS
SCHEDULE H, PART VI, LINE 6	PAUL OLIVER MEMORIAL HOSPITAL'S SOLE CORPORATE MEMBER IS MUNSON HEALTHCARE, A 501(C)(3) CORPORATION. THE MUNSON HEALTHCARE SYSTEM CONSISTS OF A MAJOR TERTIARY REFERRAL HOSPITAL, SEVERAL RURAL-BASED MEDICAL CENTERS, EXTENSIVE OUTPATIENT TREATMENT AND REHABILITATION FACILITIES, AND ANCILLARY EMERGENCY, TRANSPORTATION AND HOME-BASED MEDICAL SERVICES THAT COVER 24 COUNTIES IN MICHIGANS NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. THE MOST SIGNIFICANT OF THE MUNSON HEALTHCARE SUBSIDIARIES IS MUNSON MEDICAL CENTER (MMC). MMC IS ONE OF NINE NOT-FOR-PROFIT HOSPITALS WHICH ARE AFFILIATED WITH EACH OTHER AND SERVE AS THE ONLY HOSPITALS IN THEIR COMMUNITIES. EACH OF THE AFFILIATED HOSPITALS HAS INDIVIDUAL COMMUNITY HEALTH INITIATIVES AND/OR PROMOTION ACTIVITIES, AS WELL AS SHARED INITIATIVES. THE OWNED HOSPITALS IN THE MUNSON HEALTHCARE SYSTEM WHICH INCLUDE MUNSON MEDICAL CENTER, PAUL OLIVER MEMORIAL HOSPITAL, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE GRAYLING, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, MUNSON HEALTHCARE MANISTEE HOSPITAL AND MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL PROVIDED 120.7 MILLION OF COMMUNITY BENEFIT IN THE 2024 TAX YEAR. ADDITIONALLY, MMC WORKS IN COOPERATION WITH OTHER ENTITIES IN THE MUNSON HEALTHCARE SYSTEM TO PROVIDE A FULL RANGE OF HEALTH SERVICES TO THE COMMUNITIES IN ITS SERVICE AREA. THE HOME HEALTH DIVISION OF MUNSON HEALTHCARE PROVIDES HOME NURSE AND AIDE SERVICES IN ADDITION TO DURABLE MEDICAL EQUIPMENT AND A PALLIATIVE CARE AND HOSPICE PROGRAM ON THE MUNSON CAMPUS. COMMUNITY BENEFIT, IN THE FORM OF CHARITY CARE AND UNREIMBURSED MEDICAID ARE PROVIDED THROUGH THIS DIVISION EACH YEAR. MUNSON MEDICAL GROUP, THE EMPLOYED PHYSICIAN ORGANIZATION IN THE SYSTEM, PROVIDED 4.1 MILLION IN CHARITY CARE AND COMMUNITY BENEFIT IN TAX YEAR 2024. MMC PERFORMS THE NEEDS ASSESSMENTS FOR MUNSON HEALTHCARE. UTILIZING THIS NEEDS ASSESSMENT, MUNSON HEALTHCARE COORDINATES COMMUNITY BENEFIT PROGRAMS THROUGH PLANNING, DEVELOPING, IMPLEMENTING, EVALUATING AND FUNDING PROGRAMS THAT ADDRESS COMMUNITY NEEDS. IN TOTAL, THE MUNSON HEALTHCARE SYSTEM PROVIDED 149.8 MILLION IN CHARITY CARE AND COMMUNITY BENEFITS, INCLUDING NUMEROUS UNCOMPENSATED COMMUNITY HEALTH IMPROVEMENT SERVICES AND PROGRAMS, OUTREACH PROGRAMS, BAD DEBT, AND UNREIMBURSED MEDICARE AND MEDICAID SERVICES TO NORTHERN MICHIGAN.
SCHEDULE H, PART VI, LINE 7	MICHIGAN

Schedule H (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
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Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

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 ............

Yes

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) (Rev. 1-2025)

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)
1EDWIN A NESS DIRECTOR	(i) (ii)	------------- 1,017,265	------------- 532,036	------------- 1,119,694	------------- 223,966	------------- 29,910	------------- 2,922,871	------------- 1,086,251
2LAURA GLENN MHC SYSTEM COO	(i) (ii)	------------- 627,293	------------- 354,753	------------- 47,351	------------- 85,536	------------- 26,230	------------- 1,141,163	------------- 23,351
3PAUL KONOPACKI CFO	(i) (ii)	------------- 564,989	------------- 142,802	------------- 947	------------- 69,237	------------- 23,740	------------- 801,715	-------------
4DINO RECCHIA MD DIRECTOR	(i) (ii)	------------- 651,441	------------- 38,148	------------- 25,711	------------- 17,285	------------- 13,809	------------- 746,394	-------------
5ELLEN SMITH PRESIDENT AMB SERVIC	(i) (ii)	------------- 320,045	-------------	------------- 218,529	------------- 6,460	------------- 3,210	------------- 548,244	------------- 122,177
6PETER MARINOFF FORMER PRESIDENT	(i) (ii)	------------- 333,235	------------- 76,481	------------- 1,171	------------- 51,002	------------- 25,261	------------- 487,150	-------------
7KATHLEEN LARAIA VP ONCOLOGY & PROF S	(i) (ii)	------------- 295,038	------------- 74,331	------------- 8,553	------------- 33,981	------------- 25,540	------------- 437,443	-------------
8TAMARA PUTNEY VP & CNO PATIENT CAR	(i) (ii)	------------- 283,095	------------- 97,916	------------- 977	------------- 31,489	------------- 10,622	------------- 424,099	-------------
9BRIAN MCCOMB DO PHYSICIAN	(i) (ii)	18,821 ------------- 287,738	------------- 47,742	------------- 728	392 ------------- 34,632	1,857 ------------- 28,383	21,070 ------------- 399,223	-------------
10KELLY TOMASZEWSKI PRESIDENT	(i) (ii)	------------- 250,886	------------- 63,105	------------- 24,419	------------- 42,033	------------- 24,411	------------- 404,854	-------------
11VINCENT SCHULTZ MD DIRECTOR	(i) (ii)	------------- 311,935	------------- 28,428	------------- 15,524	------------- 17,285	------------- 28,298	------------- 401,470	-------------
12MARK KUIPER MD PHYSICIAN	(i) (ii)	292,104 -------------	26,000 -------------	23,526 -------------	17,285 -------------	25,528 -------------	384,443 -------------	-------------
13ROBERT RICHARDSON FORMER VP FAC & SUP	(i) (ii)	------------- 266,097	------------- 53,244	------------- 1,763	------------- 29,477	------------- 11,060	------------- 361,641	-------------
14DANIEL HADLEY MD PHYSICIAN	(i) (ii)	219,498 -------------	-------------	250 -------------	10,750 -------------	23,339 -------------	253,837 -------------	-------------
15KRISTINE JOHNSON LONG TERM CARE DIREC	(i) (ii)	162,899 -------------	25,565 -------------	12,341 -------------	18,371 -------------	21,851 -------------	241,027 -------------	10,025 -------------
16DARREN HODGES PHYSICIAN SERVICES D	(i) (ii)	------------- 173,606	------------- 18,066	------------- 302	------------- 5,807	------------- 23,446	------------- 221,227	-------------
17JEANETTE MCNINCH PATIENT CARE COORDIN	(i) (ii)	136,955 -------------	-------------	5,071 -------------	6,848 -------------	8,321 -------------	157,195 -------------	-------------
18JENNIFER KUIPER MD PHYSICIAN	(i) (ii)	98,174 -------------	20,000 -------------	23,194 -------------	7,091 -------------	1,970 -------------	150,429 -------------	-------------

Schedule J (Form 990) (Rev. 1-2025)

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
SCHEDULE J, PAGE 1, PART I, LINE 1A	MUNSON HEALTHCARE MAINTAINS A SOCIAL MEMBERSHIP AT THE TRAVERSE CITY COUNTRY CLUB. A REQUIREMENT OF THE COUNTRY CLUB IS THAT A MEMBERSHIP BE IN AN INDIVIDUAL NAME AND NOT A CORPORATE NAME, SO EDWIN NESS IS LISTED AS THE INDIVIDUAL FOR THE MEMBERSHIP. MUNSON HEALTHCARE USES THE SOCIAL MEMBERSHIP TO CONDUCT OFF-SITE BUSINESS MEETINGS AND RETREATS.
SCHEDULE J, PAGE 1, PART I, LINE 3	THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. THE MUNSON HEALTHCARE CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE ALSO REVIEWS THE SURVEY INFORMATION TO EVALUATE THE REASONABLENESS OF EXECUTIVE COMPENSATION. THAT ANALYSIS OCCURS EACH NOVEMBER. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
SCHEDULE J, PAGE 1, PART I, LINE 4	EDWIN A. NESS 0 206,681 0 LAURA GLENN 0 68,251 0 PAUL KONOPACKI 0 57,121 0 ELLEN SMITH 94,157 0 0 PETER MARINOFF 0 33,991 0 KATHLEEN LARAIA 0 18,364 0 TAMARA PUTNEY 0 17,166 0 BRIAN MCCOMB, DO 0 19,097 0 KELLY TOMASZEWSKI 0 28,047 0 ROBERT RICHARDSON 0 16,610 0 KRISTINE JOHNSON 0 10,226 0
SCHEDULE J, PAGE 1, PART I, LINE 7	MUNSON HEALTHCARE EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON MEETING ORGANIZATIONAL GOALS, WHICH ARE SET IN ADVANCE AND APPROVED BY THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD. THE GOALS INCLUDE A COMBINATION OF FINANCIAL TARGETS, STRATEGIC TARGETS AND OPERATIONAL TARGETS INCLUDING QUALITY HEALTHCARE DELIVERY, DISEASE MANAGEMENT, PATIENT SATISFACTION, EMPLOYEE SAFETY, AND EMPLOYEE ENGAGEMENT. AT THE END OF EACH FISCAL YEAR, THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD IS CHARGED WITH REVIEWING AND APPROVING EXECUTIVE BONUSES BASED ON PROGRESS TOWARD MEETING ORGANIZATIONAL GOALS.
SCHEDULE J, PART III	PART I, LINE 4A EXECUTIVE SEVERANCE PLAN: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, A COMPETITIVE BENEFIT PACKAGE IS OFFERED TO THE PRESIDENT AND VICE-PRESIDENTS, WHICH INCLUDES A SEVERANCE PLAN. MUNSON HAS A SEVERANCE PLAN FOR THE PRESIDENT AND VICE-PRESIDENT/EXECUTIVE LEVEL POSITIONS, WHICH PROVIDES FOR THE PRESIDENT UP TO TWO YEARS OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS AND FOR VICE-PRESIDENTS, UP TO ONE-YEAR OF PAY IN THE EVENT EMPLOYMENT ENDS UNDER CERTAIN CONDITIONS. THE PLAN PROVIDES FOR A 50% OFFSET FOR SUBSEQUENT EMPLOYMENT DURING THE SEVERANCE PERIOD. MEDICAL BENEFITS ARE PROVIDED DURING THE SEVERANCE PERIOD. PART I, LINE 4B SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. FOR THE PRESIDENT, THE PLAN PROVIDES A TARGETED BENEFIT AT AGE 62. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. VICE-PRESIDENTS ARE ELIGIBLE TO PARTICIPATE IN AN AMOUNT NOT TO EXCEED 6% OF BASE COMPENSATION, FUNDED ANNUALLY, AT THE SOLE DISCRETION OF MUNSON. THESE FUNDS ARE AVAILABLE TO VESTED PARTICIPANTS UPON SEPARATION OF EMPLOYMENT FROM MUNSON. PART II, LINE 1, COLUMN B(III) CEO EDWIN NESS, A 25 YEAR EMPLOYEE, HAS BEGUN VESTING IN HIS SERP PLAN. IN 2024, THE TAXABLE AMOUNT WAS 1,086,251. THIS ONE-TIME TAXABLE AMOUNT IS REFLECTED IN HIS 2024 COMPENSATION IN COLUMN B(III) OF SCHEULE J. OF THE AMOUNT REPORTED IN THE CURRENT FORM 990 SCHEDULE J, SERP PLAN CONTRIBUTIONS IN THE AMOUNT OF 1,086,251 WERE PREVIOUSLY REPORTED AS BENEFITS IN PRIOR YEAR FORMS 990.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

Return Reference	Explanation
FORM 990, PAGE 6, PART VI, LINE 6	PAUL OLIVER MEMORIAL HOSPITAL IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 7A	MUNSON HEALTHCARE, AS THE SOLE MEMBER, ELECTS THE TRUSTEES FOR ALL SUBSIDIARY ENTITIES, INCLUDING PAUL OLIVER MEMORIAL HOSPITAL. THE BOARD OF TRUSTEES OF PAUL OLIVER MEMORIAL HSOPITAL CONSISTS OF THOSE INDIVIDUALS THAT ARE ELECTED OR APPOINTED TO SERVE AS THE DIRECTORS OF MUNSON HEALTHCARE. NOMINATIONS TO MUNSON HEALTHCARE ARE CONSIDERED AND RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 7B	CERTAIN DECISIONS OF THE PAUL OLIVER MEMORIAL HOSPITAL DIRECTORS ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF PAUL OLIVER MEMORIAL HOSPITAL; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; CHANGE IN SCOPE OF SERVICES OR PROGRAMS PROVIDED BY PAUL OLIVER MEMORIAL HOSPITAL; AND APPOINTMENT OF THE PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 11B	THE PAUL OLIVER MEMORIAL HOSPITAL BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. PAUL OLIVER MEMORIAL HOSPITAL BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN.
FORM 990, PAGE 6, PART VI, LINE 12C	THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE. WHEN AN ACTION ITEM IS CONSIDERED BY A BOARD WHICH INVOLVES A POTENTIAL CONFLICT BY A BOARD MEMBER, THE CONFLICT IS DISCLOSED AND A BOARD MEMBER WILL ABSTAIN FROM A VOTE ON THE ACTION ITEM, AND, IN ADDITION, THE BOARD CHAIR HAS THE DISCRETION/AUTHORITY TO REQUEST THAT THE CONFLICTED BOARD MEMBER BE EXCUSED FROM THE MEETING FOR AN OPPORTUNITY FOR THE BOARD TO DISCUSS THE MATTER WITHOUT THE PRESENCE OF THE CONFLICTED BOARD MEMBER.
FORM 990, PAGE 6, PART VI, LINE 15A	COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED THROUGH THE FOLLOWING ANNUAL PROCESS: FIRST, AN INDEPENDENT FIRM IS ENGAGED TO PROVIDE COMPARABILITY DATA. THEN, THAT DATA IS REVIEWED BY TWO MUNSON HEALTHCARE COMMITTEES, EACH OF WHICH ARE COMPRISED OF INDIVIDUALS WHO ARE NOT EMPLOYEES OR OTHERWISE INSIDERS (DEFINED AS BOARD MEMBERS, PHYSICIANS & EXECUTIVES) OF THE ORGANIZATION. FIRST, THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE EVALUATES THE DATA AND DETERMINES A RECOMMENDED COMPENSATION MODEL BASED ON THE COMPARABILITY DATA. NEXT, THE BOARD CONFLICT, VALUATION AND COMPLIANCE COMMITTEE REVIEWS THE RECOMMENDATIONS AS COMPARED TO THE COMPARABILITY DATA. THIS COMMITTEE'S ROLE IS TO DETERMINE WHETHER THE PROPOSED COMPENSATION IS CONSISTENT WITH FAIR MARKET VALUE. IF PHYSICIANS ARE INCLUDED IN THE DEFINITION OF KEY EMPLOYEE, THE BOARD CONFLICT, VALUATION, AND COMPLIANCE COMMITTEE REVIEWS ALL FINANCIAL RELATIONSHIPS WITH PHYSICIANS AND COMPARES THE PROPOSED FINANCIAL ARRANGEMENT WITH COMPARABILITY DATA PRODUCED BY AN OUTSIDE, INDEPENDENT FIRM. PHYSICIAN COMPENSATION DOES NOT GO TO THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMPARABILITY DATA AS WELL AS THE MINUTES OF EACH OF THESE COMMITTEE MEETINGS ARE MAINTAINED FOR FUTURE REFERENCE. THE MHC BOARD APPROVES THE MHC CEO'S COMPENSATION. THE MHC BOARD HAS DELEGATED TO THE CVC COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE COMPENSATION ARRANGEMENTS WITH INSIDERS.
FORM 990, PAGE 6, PART VI, LINE 15B	COMPENSATION OF OTHER OFFICERS IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES OF PAUL OLIVER MEMORIAL HOSPITAL AND MUNSON HEALTHCARE.
FORM 990, PAGE 6, PART VI, LINE 19	THE PAUL OLIVER MEMORIAL HOSPITAL ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. PAUL OLIVER MEMORIAL HOSPITAL DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9	EQUITY TRANSFER TO PARENT -13,500,000

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

PAUL OLIVER MEMORIAL HOSPITAL

Employer identification number

38-1415623

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

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)MUNSON DIALYSIS CENTER 1105 SIXTH ST TRAVERSE CITY,MI49684 38-3097861	DIALYSIS	MI	C3	3	MUNSON HC MUNSON HEALTHCARE	Yes
(2)MUNSON HEALTHCARE 1105 SIXTH ST TRAVERSE CITY,MI49684 38-2640544	PARENT	MI	C3	12B	NA		No
(3)MUNSON HEALTHCARE CADILLAC 1105 SIXTH ST TRAVERSE CITY,MI49684 47-1156297	HOSPITAL	MI	C3	3	MUNSON HC MUNSON HEALTHCARE	Yes
(4)MUNSON HEALTHCARE GRAYLING 1105 SIXTH ST TRAVERSE CITY,MI49684 47-1161992	HOSPITAL	MI	C3	3	MUNSON HC MUNSON HEALTHCARE	Yes
(5)MUNSON HEALTHCARE FOUNDATIONS 1105 SIXTH ST TRAVERSE CITY,MI49684 38-2642724	RAISE FUND	MI	C3	7	MUNSON HC MUNSON HEALTHCARE	Yes
(6)MUNSON HOME CARE 1105 SIXTH ST TRAVERSE CITY,MI49684 38-2191390	HOME HEALT	MI	C3	10	MUN HOME H MUNSON HOME HEALTH	Yes
(7)MUNSON HOME SERVICES 1105 SIXTH ST TRAVERSE CITY,MI49684 38-2543463	HOME HEALT	MI	C3	10	MUN HOME H MUNSON HOME HEALTH	Yes
(8)MUNSON MEDICAL CENTER 1105 SIXTH ST TRAVERSE CITY,MI49684 38-1362830	HOSPITAL	MI	C3	3	MUNSON HC MUNSON HEALTHCARE	Yes
(9)MUNSON MEDICAL GROUP 1105 SIXTH ST TRAVERSE CITY,MI49684 27-3600575	HEALTHCARE	MI	C3	10	MUNSON MED MUNSON MEDICAL CENTER	Yes
(10)NORTH FLIGHT INC 1105 SIXTH ST TRAVERSE CITY,MI49684 38-2657917	MED TRANSP	MI	C3	12B	MUNSON HC MUNSON HEALTHCARE	Yes
(11)MUNSON HEALTHCARE CHARLEVOIX HOSPIT 1105 SIXTH ST TRAVERSE CITY,MI49684 38-1459366	HOSPITAL	MI	C3	3	MUNSON HC	Yes
(12)MUNSON HEALTHCARE MANISTEE HOSPITAL 1465 E PARKDALE AVE MANISTEE,MI496609709 38-0350304	HOSPITAL	MI	C3	3	MUNSON HC	Yes
(13)MUNSON HEALTHCARE OTSEGO MEMORIAL H 825 N CENTER AVE GAYLORD,MI497351592 38-1303843	HOSPITAL	MI	C3	3	MUNSON HC MUNSON HEALTHCARE	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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	(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) NORTHERN MICHIGAN SUPPLY ALLIANCE 2651 AERO PARK DR TRAVERSE CITY,MI49686 38-3453378	PURCHASING	MI	N/A				No			No

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) MEDICAL OFFICE BUILDING CONDOMINIUM ASSOCIATION PO BOX 1188 TRAVERSE CITY,MI496851188 38-3567278	REAL ESTAT	MI	N/A					Yes
(2) MEDICAL OFFICE CONDOMINIUM ASSOCIATION PO BOX 1188 TRAVERSE CITY,MI496851188 20-1902620	REAL ESTAT	MI	N/A					Yes
(3) MUNSON SERVICES INC PO BOX 1188 TRAVERSE CITY,MI496851188 38-3144382	PHARMACY	MI	N/A					Yes
(4) SIXTH STREET DRUGS INC PO BOX 1188 TRAVERSE CITY,MI496851188 38-2298290	PHARMACY	MI	N/A					Yes

Schedule R (Form 990) (Rev. 1-2025)

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) ............................

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) ......................

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

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) ............................

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

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) MUNSON DIALYSIS CENTER	A	91,800	LEASE CONTRACT AMOUNT
(2) MUNSON HEALTHCARE	B	13,500,000	ACTUAL AMOUNT PAID
(3) MUNSON HEALTHCARE	M	3,754,562	ACTUAL AMOUNT PAID
(4) MUNSON HEALTHCARE	O	366,913	ACTUAL AMOUNT PAID
(5) MUNSON HEALTHCARE	P	2,667,278	ACTUAL AMOUNT PAID
(6) MUNSON HEALTHCARE	Q	52,470	ACTUAL AMOUNT PAID
(7) MUNSON HEALTHCARE FOUNDATIONS	C	787,742	ACTUAL AMOUNT PAID
(8) MUNSON HEALTHCARE GRAYLING	P	646,131	ACTUAL AMOUNT PAID
(9) MUNSON MEDICAL CENTER	M	354,477	ACTUAL AMOUNT PAID
(10) MUNSON MEDICAL CENTER	O	8,542,127	ACTUAL AMOUNT PAID
(11) MUNSON MEDICAL CENTER	P	2,106,113	ACTUAL AMOUNT PAID
(12) MUNSON MEDICAL CENTER	Q	425,854	ACTUAL AMOUNT PAID
(13) MUNSON SERVICES INC	A	7,648	LEASE CONTRACT AMOUNT
(14) MUNSON SERVICES INC	P	53,235	ACTUAL AMOUNT PAID
(15) MUNSON SERVICES INC	Q	225,165	ACTUAL AMOUNT PAID
(16) NORTHERN MICHIGAN SUPPLY ALLIANCE	M	158,917	ACTUAL AMOUNT PAID
(17) NORTHERN MICHIGAN SUPPLY ALLIANCE	P	311,503	ACTUAL AMOUNT PAID
(18) MUNSON HEALTHCARE MANISTEE HOSPITAL	Q	257,694	ACTUAL AMOUNT PAID
(19) MUNSON HEALTHCARE MANISTEE HOSPITAL	P	235,064	ACTUAL AMOUNT PAID
(20) MUNSON MEDICAL GROUP	P	84,772	ACTUAL AMOUNT PAID
(21) MUNSON HEALTHCARE CADILLAC	O	80,923	ACTUAL AMOUNT PAID
(22) MUNSON HEALTHCARE CADILLAC	Q	116,498	ACTUAL AMOUNT PAID

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation
SCHEDULE R	PAUL OLIVER MEMORIAL HOSPITAL USED THE ACCRUAL METHOD OF ACCOUNTING TO VALUE THE TRANSACTIONS WITH RELATED ENTITIES. ALL INTERCOMPANY TRANSACTIONS WITH RELATED ENTITIES WERE REVIEWED, SUMMARIZED, AND RECONCILED TO DETERMINE THE DISCLOSURE AMOUNTS.

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,493,014	1,041,610
9	Program service revenue (Part VIII, line 2g) .........	27,121,573	30,262,514
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,502	0
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	55,198	80,583
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	28,671,287	31,384,707
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	13,061,217	13,382,777
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 23,665
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	13,014,996	13,956,908
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	26,076,213	27,339,685
19	Revenue less expenses. Subtract line 18 from line 12.......	2,595,074	4,045,022
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	22,148,887	14,388,778
21	Total liabilities (Part X, line 26).............	4,314,216	6,009,085
22	Net assets or fund balances. Subtract line 21 from line 20.....	17,834,671	8,379,693

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	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 22,729,501 including grants of $ ) (Revenue $ 30,268,114 )
	EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF BENZIE COUNTY AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. PAUL OLIVER MEMORIAL HOSPITAL HAD OVER 47,900 OUTPATIENT VISITS IN FISCAL YEAR 2025. THE HOSPITAL SERVED 155 SURGICAL CASES AND OVER 5,900 EMERGENCY ROOM VISITS. PAUL OLIVER MEMORIAL HOSPITAL ACCEPTS ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL HAS 51 ACTIVE MEDICAL STAFF AND 18 VOLUNTEERS.

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 expenses22,729,501

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,064,398	8,460,384	1,065,713

		Business Code
2a	PATIENT SERVICE REVENUE	621990	18,709,391	18,709,391
b	MEDICARE AND MEDICAID PMTS	621990	10,693,872	10,693,872
c	340B PRESCRIPTION REVENUE	713940	337,727	337,727
d	COMMUNITY FITNESS CENTER	624410	220,404	220,404
e	MISC HEALTHCARE REVENUE	531120	107,721	107,721
f	All other program service revenue.		193,399	193,399
g	Total. Add lines 2a–2f .....		30,262,514

1	Briefly describe the organization’s mission or most significant activities: PAUL OLIVER MEMORIAL HOSPITAL AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	245
6	Total number of volunteers (estimate if necessary) .............	6	18
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	787,742
e	Government grants (contributions)		1e	253,868

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.......		1,041,610

3 Investment income (including dividends, interest, and othersimilar amounts) ......			3,624	1,663		1,961
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	11,593
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	11,593
d	Net rental income or (loss).......			11,593			11,593
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b		3,624
c	Gain or (loss)	7c		-3,624
d	Net gain or (loss).........			-3,624			-3,624
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	CAFETERIA SALES		722210	61,429			61,429
b	MISCELLANEOUS		621990	7,561	7,561
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			68,990
12	Total revenue. See instructions.....			31,384,707	30,271,738		71,359

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
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 ...........	234,436	234,436
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	10,779,403	10,458,495	320,908
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	442,389	429,163	13,226
9	Other employee benefits .......	1,174,280	1,139,327	34,953
10	Payroll taxes ...........	752,269	730,286	21,983
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	17,280		17,280
d	Lobbying ...........	3,153		3,153
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,202,591	2,195,760	6,831
12	Advertising and promotion ....	1,076	1,076
13	Office expenses .......	196,331	147,167	49,164
14	Information technology ......	363,443	363,443
15	Royalties ..
16	Occupancy ...........	821,865	820,848	1,017
17	Travel ............	40,528	40,528
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	28,662	28,452	210
20	Interest ...........	126,204	104,923	21,281
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	915,176	760,853	154,323
23	Insurance ...	108,924	86,986	21,938
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	SHARED SERVICES	3,919,812	-17,331	3,913,478	23,665
b	MEDICAL SUPPLIES	2,637,439	2,637,439
c	BAD DEBT	1,411,613	1,411,613
d	QAAP TAXES	1,007,985	1,007,985
e	All other expenses	154,826	148,052	6,774
25	Total functional expenses. Add lines 1 through 24e	27,339,685	22,729,501	4,586,519	23,665
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 ........			1,250	1	1,250
2	Savings and temporary cash investments .........			9,605,807	2	294,469
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			4,533,183	4	5,644,433
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 ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			89,763	9	81,153
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	26,433,096
b	Less: accumulated depreciation	10b	18,812,272	7,572,026	10c	7,620,824
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			346,858	15	746,649
16	Total assets. Add lines 1 through 15 (must equal line 33)...			22,148,887	16	14,388,778

17	Accounts payable and accrued expenses .....	2,124,939	17	2,057,010
18	Grants payable ...		18
19	Deferred revenue .........		19
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 ..		24
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	2,189,277	25	3,952,075
26	Total liabilities. Add lines 17 through 25..	4,314,216	26	6,009,085

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	17,834,671	27	8,379,693
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 ...........	17,834,671	32	8,379,693
33	Total liabilities and net assets/fund balances ........	22,148,887	33	14,388,778