Civic Intelligence

Ascension Borgess Foundation

990 • Fiscal year 2018 • EIN 23-7222558

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

1521 Gull RoadKalamazoo, MI 49048

(314) 773-8000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.08x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.57x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$1,162,539

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$27,299,128

Up $3,910,120 (+17%) from 2017

Net Assets

Up

$25,090,168

Up $3,050,265 (+14%) from 2017

Liabilities

Up

$2,208,960

Up $859,855 (+64%) from 2017

Revenue

Up

$3,907,781

Up $969,205 (+33%) from 2017

Expenses

Up

$1,979,831

Up $1,183,351 (+149%) from 2017

Net Income

Down

$1,927,950

Down $214,146 (-10.0%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $20,542,194Liabilities 2010: $1,566,836Net Assets 2010: $18,975,3582010Assets 2011: $17,444,892Liabilities 2011: $701,986Net Assets 2011: $16,742,9062011Assets 2012: $16,907,056Liabilities 2012: $662,360Net Assets 2012: $16,244,6962012Assets 2013: $17,682,514Liabilities 2013: $722,234Net Assets 2013: $16,960,2802013Assets 2014: $19,768,676Liabilities 2014: $553,736Net Assets 2014: $19,214,9402014Assets 2015: $20,744,347Liabilities 2015: $827,593Net Assets 2015: $19,916,7542015Assets 2016: $20,793,125Liabilities 2016: $1,436,668Net Assets 2016: $19,356,4572016Assets 2017: $23,389,008Liabilities 2017: $1,349,105Net Assets 2017: $22,039,9032017Assets 2018: $27,299,128Liabilities 2018: $2,208,960Net Assets 2018: $25,090,1682018Assets 2019: $29,766,866Liabilities 2019: $3,450,321Net Assets 2019: $26,316,5452019Assets 2020: $32,723,895Liabilities 2020: $4,673,799Net Assets 2020: $28,050,0962020Assets 2021: $35,503,334Liabilities 2021: $194,304Net Assets 2021: $35,309,0302021Assets 2022: $31,875,977Liabilities 2022: $2,438,588Net Assets 2022: $29,437,3892022Assets 2023: $28,444,564Liabilities 2023: $351,680Net Assets 2023: $28,092,8842023Assets 2024: $29,919,138Liabilities 2024: $147,560Net Assets 2024: $29,771,5782024

Highlighted filing

2018

Assets$27,299,128
Liabilities$2,208,960
Net Assets$25,090,168

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $7,350,1062010Expenses 2011: $5,313,5372011Expenses 2012: $3,532,7132012Expenses 2013: $1,545,5812013Revenue 2014: $2,431,711Expenses 2014: $1,318,417Net Income 2014: $1,113,2942014Revenue 2015: $2,196,411Expenses 2015: $1,400,454Net Income 2015: $795,9572015Revenue 2016: $2,025,230Expenses 2016: $1,596,302Net Income 2016: $428,9282016Revenue 2017: $2,938,576Expenses 2017: $796,480Net Income 2017: $2,142,0962017Revenue 2018: $3,907,781Expenses 2018: $1,979,831Net Income 2018: $1,927,9502018Revenue 2019: $2,542,036Expenses 2019: $1,457,367Net Income 2019: $1,084,6692019Revenue 2020: $1,265,252Expenses 2020: $1,314,483Net Income 2020: -$49,2312020Revenue 2021: $1,482,656Expenses 2021: $1,028,841Net Income 2021: $453,8152021Revenue 2022: $5,267,491Expenses 2022: $5,634,822Net Income 2022: -$367,3312022Revenue 2023: $2,875,102Expenses 2023: $3,581,207Net Income 2023: -$706,1052023Revenue 2024: $3,450,728Expenses 2024: $3,178,890Net Income 2024: $271,8382024

Highlighted filing

2018

Revenue$3,907,781
Expenses$1,979,831
Net Income$1,927,950
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$7,500,360
Mission and Program Overview

Mission

Borgess Foundation is the philanthropic arm of Borgess Health and is set up to solicit funds. The mission of Borgess Health is to be a values-based health system continuing the healing mission of the Sisters of St. Joseph and responding to the needs of those we serve. Our commitment to those we serve respects the dignity of human life and actively responds to the needs of the poor.

To actively seek and invest charitable support for ASCENSION BORGESS HOSPITAL (F/K/A BORGESS MEDICAL CENTER), so that they may improve the health and well-being of all the people in the communities they serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,964,990$23,711,070▲ $1,746,080
Savings and Temporary Cash Investments$186,852$541,072▲ $354,220
Pledges and Grants Receivable$125,993$536,509▲ $410,516
Investments Other Securities$269,288$267,510▼ $1,778
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$23,389,008$27,299,128▲ $3,910,120
Other Assets Total$841,885$2,242,967▲ $1,401,082
Liabilities
Other Liabilities$1,198,075$2,208,614▲ $1,010,539
Accounts Payable and Accrued Expenses$151,030$346▼ $150,684
Total Liabilities$1,349,105$2,208,960▲ $859,855
Net Assets / Fund Balance
Unrestricted Net Assets$14,050,953$14,570,795▲ $519,842
Temporarily Rstr Net Assets$7,619,478$10,139,401▲ $2,519,923
Permanently Rstr Net Assets$369,472$379,972▲ $10,500
Total Net Assets Fund Balance$22,039,903$25,090,168▲ $3,050,265
Total Liabilities and Net Assets / Fund Balance$23,389,008$27,299,128▲ $3,910,120

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,242,967--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$520,550$10,250▲ $39,779$21,240$549,339
2016$429,519$58,650▲ $46,332$13,951$520,550
2015$400,283$6,800▲ $27,064$4,628$429,519
2014$423,837$6,800▲ $18,890$49,244$400,283
2013$372,455$7,375▲ $49,230$5,223$423,837
Compensation and Service Providers

Employees

NameTitleOtherTotal
-CFO (start 9/2017)$82,758$82,758

Board Members and Trustees

NameTitle
-Chair
-Interim President & CEO (start 6/2018)
-President & CEO (end 6/2018)
-Vice Chair/treasurer
-Trustee
-Trustee (start 12/2017)
-Trustee (start 9/2017)
-CFO (end 8/2017)
-Former Key Employee (end 6/2017)
-Secretary/chief Development Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,201,876
Program Service Revenue
$0
Investment Income
$712,083
Other Revenue
$-6,178
All Other Contributions
$3,146,470
Change in Net Assets
$1,927,950

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$26,373None
Securities Publicly Traded2$14,873Market value
Total Noncash Contributions4$41,246-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,377,291
Other Expenses$602,540
Total Fundraising Expense$48,154
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,377,291--$1,377,291
Fees for Service Investment Mgmnt Fees-$120,987-$120,987
Fees for Services Other$21,559$1,268$2,536$25,363
Office Expenses$20,812$1,224$2,448$24,484
Travel$3,972$234$467$4,673
All Other Expenses$3,391$200$399$3,990
Other Expenses$1,108$65$130$1,303
Conferences and Meetings$656$39$77$772
Information Technology$381$22$45$448
Total Functional Expenses$1,786,612$145,065$48,154$1,979,831
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ascension Borgess Hospital (fka Borgess Medical Center)Kalamazoo, MI501(c)(3)Operating Support$1,324,843
Borgess Health Alliance IncKalamazoo, MI501(c)(3)Operating Support$23,187
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,094
Fundraising Gross Income$13,271
Gaming Gross Income$1,290
Gaming Direct Expenses$645
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$68,677$13,271$7,488$5,783
Event 2-$0-$0
Total Events$68,677$13,271$20,094$-6,823
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Noncurrent Liabilities$2,208,614
Due to Affiliates-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL

In determining the compensation of the organization's president & ceo, the process performed by ascension health, a related organization of ascension borgess foundation (f/k/a borgess foundation) included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The compensation committee reviewed and approved the compensation. In the review of the compensation, the president & ceo was compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the committee minutes. The individual was not present when his compensation was decided.

Form 990, Part VI, Line 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES

In determining compensation of the organization's officers and key employees, the process performed by ascension borgess hospital (f/k/a borgess medical center), a related organization of ascension borgess foundation (f/k/a borgess foundation), included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The executive compensation committee reviewed and approved the compensation. In the review of the compensation, the officers' salaries were compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the minutes. Individuals were not present when their compensation was decided.

Form 990, Part VI, Line 6 Classes of members or stockholders

Ascension Borgess Foundation (f/k/a Borgess Foundation) has a single corporate member, Borgess Health Alliance, Inc.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

Ascension Borgess Foundation (f/k/a Borgess Foundation) has a single corporate member, Borgess Health Alliance, Inc., who has the ability to elect members to the governing body of The Ascension Borgess Foundation (f/k/a Borgess Foundation).

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

All decisions that have a material impact to The Ascension Borgess Foundation's (f/k/a Borgess Foundation) financial information or corporation as a whole are subject to approval by its sole corporate member, Borgess Health Alliance, Inc.

Form 990, Part VI, Line 11B Review of form 990 by governing body

During the return preparation process, the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance in order to prepare a complete and accurate return. Upon completion, the form 990 is reviewed by the organization's internal tax department which consists of attorneys and cpas. A complete final copy of the return is provided to the organization's president, financial officer, and/or other key officers in lieu of the full board.

Form 990, Part VI, Line 12C Conflict of interest policy

The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose.

Form 990, Part VI, Line 19 Required documents available to the public

The organization will provide any documents open to public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Ascension Borgess Foundation (fka Borgess Foundation)
EIN
23-7222558
Phone
3147738000
Address
1521 Gull Road, Kalamazoo, MI 49048

Signing Officer

Name
Tonya Mershon
Title
Tax Officer
Signed
2019-05-14

Organization Details

Formed
1972
Legal Domicile
Mi
Voting Board Members
19
Independent Board Members
18
Employees
0
Volunteers
18
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B Audited Financial Statements

The activity of ASCENSION BORGESS FOUNDATION (F/K/A BORGESS FOUNDATION) is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of ASCENSION BORGESS FOUNDATION (F/K/A BORGESS FOUNDATION) is completed. Therefore, the audited financial statements are of Ascension Health Alliance and Affiliates, which include the activity of ASCENSION BORGESS FOUNDATION (F/K/A BORGESS FOUNDATION).

Form 990, Part XII, Line 2C Audit Committee

The ASCENSION BORGESS FOUNDATION (F/K/A BORGESS FOUNDATION) is included in the consolidated financial statements of Ascension. The Finance and Audit committee of Ascension's Board assumes responsibility for the consolidated organization as a whole.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

Dr. Park Patient Assistance Fund - To help indigent patient pay for dialysis treatment. Charles D. Harrison Fund - For the Cardiac Pulmonary Patient Program at the Health and Fitness Center. Julie F. Krause Memorial Fund for Behavioral Medicine - For the inpatient behavioral medicine unit for operations and comfort of patients.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2018.

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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2KATHY A YOUNG
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3THOMAS STOVER MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4JAMES B BABEL MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5TIM COLE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6GREGORY DOBSON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7SONIA EDEN MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8WILLIAM ENGLISH
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt9BYRON FOSTER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10STEVE S GRINNELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11TIMOTHY KILMARTIN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12BLAINE LAM
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13PATTI OWENS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt14RACHEL POLINSKI DO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15SISTER MARY PUNG CSJ
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt16ANDREW L RIKER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt17MARK A SHAMAN MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt18VICKI STEWART
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt19KATE TILLOTSON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt20RICHARD L FELBINGER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt21DAMON D SORENSEN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt22ANTHONY F MCDONNELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt23J PATRICK DYSON
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt238400
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2231844
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2330482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4306042
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20624090
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2173249
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22232551
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23805207
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT & CEO (END 6/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt3INTERIM PRESIDENT & CEO (START 6/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE (START 12/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE (START 9/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO (END 8/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO (START 9/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY/CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23FORMER KEY EMPLOYEE (END 6/2017)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt055406
IRS990/FundraisingDirectExpensesAmt020094
IRS990/FundraisingGrossIncomeAmt013271
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0241022
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt0645
IRS990/GamingGrossIncomeAmt01290
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt01377291
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01377291
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01377291
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03812862
IRS990/GrossReceiptsAmt07500360
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt045
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022
IRS990/InformationTechnologyGrp/ProgramServicesAmt0381
IRS990/InformationTechnologyGrp/TotalAmt0448
IRS990/InvestmentIncomeGrp/ExclusionAmt0471061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0471061
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0269288
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0267510
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021964990
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023711070
IRS990/IRPDocumentCnt03
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IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03571840
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0To solicit and invest contributions, gifts and bequests on the behalf of ASCENSION BORGESS HOSPITAL (F/K/A BORGESS MEDICAL CENTER), so that they may develop and expand their services to the communities they serve.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt022039903
IRS990/NetAssetsOrFundBalancesEOYAmt025090168
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0241022
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0241022
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6823
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6823
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0645
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0645
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01122315
IRS990/NoncashContributionsAmt041246
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IRS990/OfficeExpensesGrp/FundraisingAmt02448
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01224
IRS990/OfficeExpensesGrp/ProgramServicesAmt020812
IRS990/OfficeExpensesGrp/TotalAmt024484
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0841885
IRS990/OtherAssetsTotalGrp/EOYAmt02242967
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Shared Wages & Benefits
IRS990/OtherExpensesGrp/Desc1Purchased Services
IRS990/OtherExpensesGrp/Desc2Dues
IRS990/OtherExpensesGrp/Desc3Books & Subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt041202
IRS990/OtherExpensesGrp/FundraisingAmt1710
IRS990/OtherExpensesGrp/FundraisingAmt2140
IRS990/OtherExpensesGrp/FundraisingAmt3130
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1355
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt365
IRS990/OtherExpensesGrp/ProgramServicesAmt0350220
IRS990/OtherExpensesGrp/ProgramServicesAmt16035
IRS990/OtherExpensesGrp/ProgramServicesAmt21187
IRS990/OtherExpensesGrp/ProgramServicesAmt31108
IRS990/OtherExpensesGrp/TotalAmt0412023
IRS990/OtherExpensesGrp/TotalAmt17100
IRS990/OtherExpensesGrp/TotalAmt21397
IRS990/OtherExpensesGrp/TotalAmt31303
IRS990/OtherLiabilitiesGrp/BOYAmt01198075
IRS990/OtherLiabilitiesGrp/EOYAmt02208614
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0369472
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0379972
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0125993
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0536509
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Anthony McDonnell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01719013
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0265079
IRS990/PYInvestmentIncomeAmt01225404
IRS990/PYOtherExpensesAmt0531401

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.15$29.8$3.45$3.18$0.27
2023Detailed filing. Detailed filing data is available for this year.$28.4$0.35$28.1$2.88$3.58$0.71
2022Detailed filing. Detailed filing data is available for this year.$31.9$2.44$29.4$5.27$5.63$0.37
2021Detailed filing. Detailed filing data is available for this year.$35.5$0.19$35.3$1.48$1.03$0.45
2020Detailed filing. Detailed filing data is available for this year.$32.7$4.67$28.1$1.27$1.31$0.05
2019Detailed filing. Detailed filing data is available for this year.$29.8$3.45$26.3$2.54$1.46$1.08
2018Detailed filing. Detailed filing data is available for this year.$27.3$2.21$25.1$3.91$1.98$1.93
2017Detailed filing. Detailed filing data is available for this year.$23.4$1.35$22.0$2.94$0.80$2.14
2016Detailed filing. Detailed filing data is available for this year.$20.8$1.44$19.4$2.03$1.60$0.43
2015Detailed filing. Detailed filing data is available for this year.$20.7$0.83$19.9$2.20$1.40$0.80
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.55$19.2$2.43$1.32$1.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.72$17.0$1.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.66$16.2$3.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.70$16.7$5.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$1.57$19.0$7.35