Civic Intelligence

Mymichigan Medical Center Tawas Foundation

990 • Fiscal year 2013 • EIN 01-0790428

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization Profilestjosephhealthfoundation.org
200 Hemlock RoadMidland, MI 48763
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,906,268

Up $270,111 (+17%) from 2012

Net Assets

Up

$1,906,268

Up $270,111 (+17%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin88th percentile

Revenue

$221,903

No earlier filing loaded for comparison.

Expenses

Up

$127,658

Up $52,608 (+70%) from 2012

Net Income

$94,245

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $1,233,763Liabilities 2011: $0Net Assets 2011: $1,233,7632011Assets 2012: $1,636,157Liabilities 2012: $0Net Assets 2012: $1,636,1572012Assets 2013: $1,906,268Liabilities 2013: $0Net Assets 2013: $1,906,2682013Assets 2014: $2,315,996Liabilities 2014: $0Net Assets 2014: $2,315,9962014Assets 2015: $2,115,015Liabilities 2015: $0Net Assets 2015: $2,115,0152015Assets 2016: $3,230,810Liabilities 2016: $0Net Assets 2016: $3,230,8102016Assets 2017: $4,808,584Liabilities 2017: $0Net Assets 2017: $4,808,5842017Assets 2018: $5,369,424Liabilities 2018: $0Net Assets 2018: $5,369,4242018Assets 2019: $5,062,390Liabilities 2019: $7,627Net Assets 2019: $5,054,7632019Assets 2020: $5,821,265Liabilities 2020: $12,066Net Assets 2020: $5,809,1992020Assets 2021: $7,245,894Liabilities 2021: $5,343Net Assets 2021: $7,240,5512021Assets 2022: $6,628,376Liabilities 2022: $95,450Net Assets 2022: $6,532,9262022Assets 2023: $6,164,793Liabilities 2023: $5,529Net Assets 2023: $6,159,2642023Assets 2024: $6,294,170Liabilities 2024: -$1,338Net Assets 2024: $6,295,5082024

Highlighted filing

2013

Assets$1,906,268
Liabilities$0
Net Assets$1,906,268
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $234,1842011Expenses 2012: $75,0502012Revenue 2013: $221,903Expenses 2013: $127,658Net Income 2013: $94,2452013Revenue 2014: $222,043Expenses 2014: $78,538Net Income 2014: $143,5052014Revenue 2015: $584,562Expenses 2015: $365,988Net Income 2015: $218,5742015Revenue 2016: $1,659,329Expenses 2016: $264,336Net Income 2016: $1,394,9932016Revenue 2017: $1,354,669Expenses 2017: $37,005Net Income 2017: $1,317,6642017Revenue 2018: $522,180Expenses 2018: $73,021Net Income 2018: $449,1592018Revenue 2019: $156,947Expenses 2019: $517,217Net Income 2019: -$360,2702019Revenue 2020: $746,460Expenses 2020: $181,789Net Income 2020: $564,6712020Revenue 2021: $361,069Expenses 2021: $90,634Net Income 2021: $270,4352021Revenue 2022: $1,131,246Expenses 2022: $249,503Net Income 2022: $881,7432022Revenue 2023: $603,476Expenses 2023: $776,960Net Income 2023: -$173,4842023Revenue 2024: $884,214Expenses 2024: $1,318,088Net Income 2024: -$433,8742024

Highlighted filing

2013

Revenue$221,903
Expenses$127,658
Net Income$94,245
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$221,903
Mission and Program Overview

Mission

Rooted in the loving ministry of jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. Our catholic health ministry is dedicated to spiritually-centered, holistic care which sustains and improves the health of individuals and communities. We are advocates for a compassionate and just society through our actions and our words.

Filing and Contact Details

Filer

EIN
01-0790428
Raw XML AppendixShowing 400 of 540 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Description0St. Joseph Health System Foundation strives to improve the health and well-being of the community by partnering with our donors to obtain sustainable funding, providing over $125,000 in annual gifts to support access and delivery of quality, compassionate medical care to all persons in need. Every day the Foundation partners with the community to obtain resources of time, talent and financial gifts to support the delivery of compassionate quality healthcare services, and every day we experience the generous hearts and willing hands of our donors. Over the past year, $174,610 have been entrusted to the Foundation to help fund improved technology, facility renovations and enhanced patient care services for our community.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0Intended use for Endowment Funds: The use of all endowed funds supports capital equipment purchases and new service line expansion at St. Joseph Health System, Inc.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: For all capital purchases, St. Joseph Health System, Inc. Board approves (recorded in minutes), then sent to Foundation Board for approval (also in minutes). A request for Use of Restricted Funds (RURF) form is completed & accompanied by supporting documentation from Materials Management (Purchase Order). Foundation gifts are made via check to the Health System with all supporting documentation attached & given to the health system accounting department. For all non-capital purchases not requiring Board approval, the same process is followed. All RURF forms and supporting documentation are filed in the Foundation Office. The purpose of the grant to St. Joseph Health System, Inc. in the amount of $123,658 was to enable the Health System to purchase needed capital items in order to enhance the delivery of patient care.
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs030455
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Part 1, Line 4a: Patrick Murtha, $195,866. These severance payments reported for Patrick Murtha were paid by St. Joseph Health System, Inc. This severance plan began 10/16/2010 and ended on 10/15/2012. Part 1, Line 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. A related organization that paid the salaries of the individuals listed in Schedule J, Part II, paid out of the supplemental nonqualified retirement plan in the amounts as noted: Ann Balfour - $23,702 Patrick Murtha - $14,822 A related organization that paid the salaries of the individuals listed in Schedule J, Part II, contributed to the supplemental nonqualified retirement plan in the amounts as noted: Ann Balfour - $27,319
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Supplemental Information
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0Part III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Ann Balfour
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1Patrick Murtha
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs015421
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs112819
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs031658
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs1212543
IRS990ScheduleJ/Form990ScheduleJPartII/Title0President
IRS990ScheduleJ/Form990ScheduleJPartII/Title1Former CEO
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0249456
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1225362
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment01
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleO/GeneralExplanation/Explanation0Approximately 35 community volunteers are utilized for the foundation for activities including board, committees and special event activities.
IRS990ScheduleO/GeneralExplanation/Explanation1Many of the persons listed on Part VII have a "business relationship' with each other by virtue of siding on related St. Joseph Health System, Inc. entity boards.
IRS990ScheduleO/GeneralExplanation/Explanation2St. Joseph Health System Foundation has a single corporate member, St. Joseph Health System, Inc.
IRS990ScheduleO/GeneralExplanation/Explanation3St. Joseph Health System Foundation has a single corporate member, St. Joseph Health System, Inc., who has the ability to elect members to the governing body of the St. Joseph Health System Foundation.
IRS990ScheduleO/GeneralExplanation/Explanation4All decisions that have a material impact to St. Joseph Health System Foundation financial information or corporation as a whole are subject to approval by its sole corporate member, St. Joseph Health System, Inc. Form 990, Part VI, Section A, Line 9 - Officers who cannot be reached: Shelley Buresh 1655 South Poor Farm Mikado, MI 48745.
IRS990ScheduleO/GeneralExplanation/Explanation5Management, including certain officers, works diligently to complete the Form 990 and attached Schedules in a thorough manner. Prior to filing the return, all board members are provided the Form 990, and management team members are available to answer any board members questions.
IRS990ScheduleO/GeneralExplanation/Explanation6The organization will provide any documents open to public inspection upon request.
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part 1, line 6:
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990, Part VI, Section C, line 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 45998
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11200 Hemlock Road
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0St Louis
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1Tawas City
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MO

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,906,268
Liabilities
$0
Net assets
$1,906,268
Revenue
$221,903
Expenses
$127,658
Net income
$94,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.30$0.88$1.32$0.43
2023Detailed filing. Detailed filing data is available for this year.$6.16$0.01$6.16$0.60$0.78$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.63$0.10$6.53$1.13$0.25$0.88
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.01$7.24$0.36$0.09$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.82$0.01$5.81$0.75$0.18$0.56
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.01$5.05$0.16$0.52$0.36
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.52$0.07$0.45
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$1.35$0.04$1.32
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$1.66$0.26$1.39
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.58$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.22$0.08$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.22$0.13$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.23