Civic Intelligence

Osteopathic Foundation of West MI

EIN 38-2841014 • 501(c)3 • Norton Shores, MI

Profile

Support programs which produce advances on issues of importance to osteopathic medicine and the community's health and welfare.

800 E Ellis Road 519Norton Shores, MI 49441

www.osteopathicfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.48x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

1.3%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-5.4%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$10,701,035

Up $142,253 (+1.3%) from 2023

Liabilities

Down

$290,730

Down $195,890 (-40%) from 2023

Net Assets

Up

$10,410,305

Up $338,143 (+3.4%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin72nd percentile

Revenue

Down

$608,905

Down $34,687 (-5.4%) from 2023

Expenses

Down

$498,516

Down $9,838 (-1.9%) from 2023

Net Income

Down

$110,389

Down $24,849 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $18,105,839Liabilities 2010: $11,918,763Net Assets 2010: $6,187,0762010Assets 2011: $17,362,119Liabilities 2011: $11,064,298Net Assets 2011: $6,297,8212011Assets 2012: $17,569,085Liabilities 2012: $10,571,938Net Assets 2012: $6,997,1472012Assets 2013: $18,666,478Liabilities 2013: $10,497,283Net Assets 2013: $8,169,1952013Assets 2014: $8,310,623Liabilities 2014: $204,849Net Assets 2014: $8,105,7742014Assets 2015: $8,144,970Liabilities 2015: $167,934Net Assets 2015: $7,977,0362015Assets 2016: $8,193,538Liabilities 2016: $61,702Net Assets 2016: $8,131,8362016Assets 2017: $8,634,398Liabilities 2017: $810,581Net Assets 2017: $7,823,8172017Assets 2018: $8,181,682Liabilities 2018: $607,030Net Assets 2018: $7,574,6522018Assets 2019: $8,782,239Liabilities 2019: $408,409Net Assets 2019: $8,373,8302019Assets 2020: $9,729,892Liabilities 2020: $292,954Net Assets 2020: $9,436,9382020Assets 2021: $11,783,251Liabilities 2021: $1,355,902Net Assets 2021: $10,427,3492021Assets 2022: $10,015,538Liabilities 2022: $626,315Net Assets 2022: $9,389,2232022Assets 2023: $10,558,782Liabilities 2023: $486,620Net Assets 2023: $10,072,1622023Assets 2024: $10,701,035Liabilities 2024: $290,730Net Assets 2024: $10,410,3052024

Highlighted filing

2024

Assets$10,701,035
Liabilities$290,730
Net Assets$10,410,305
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $200,5092010Expenses 2011: $163,1442011Expenses 2012: $173,5472012Revenue 2013: $1,734,522Expenses 2013: $621,155Net Income 2013: $1,113,3672013Revenue 2014: $211,381Expenses 2014: $274,802Net Income 2014: -$63,4212014Revenue 2015: $343,620Expenses 2015: $472,358Net Income 2015: -$128,7382015Revenue 2016: $483,868Expenses 2016: $328,128Net Income 2016: $155,7402016Revenue 2017: $1,046,385Expenses 2017: $1,354,404Net Income 2017: -$308,0192017Revenue 2018: $169,870Expenses 2018: $419,035Net Income 2018: -$249,1652018Revenue 2019: $1,275,779Expenses 2019: $476,601Net Income 2019: $799,1782019Revenue 2020: $1,536,807Expenses 2020: $473,699Net Income 2020: $1,063,1082020Revenue 2021: $1,454,427Expenses 2021: $464,016Net Income 2021: $990,4112021Revenue 2022: $861,795Expenses 2022: $422,095Net Income 2022: $439,7002022Revenue 2023: $643,592Expenses 2023: $508,354Net Income 2023: $135,2382023Revenue 2024: $608,905Expenses 2024: $498,516Net Income 2024: $110,3892024

Highlighted filing

2024

Revenue$608,905
Expenses$498,516
Net Income$110,389
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,701,035
Liabilities
$290,730
Net assets
$10,410,305
Revenue
$608,905
Expenses
$498,516
Net income
$110,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.29$10.4$0.61$0.50$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.49$10.1$0.64$0.51$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.63$9.39$0.86$0.42$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$1.36$10.4$1.45$0.46$0.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$0.29$9.44$1.54$0.47$1.06
2019Detailed filing. Detailed filing data is available for this year.$8.78$0.41$8.37$1.28$0.48$0.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$0.61$7.57$0.17$0.42$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.63$0.81$7.82$1.05$1.35$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.19$0.06$8.13$0.48$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.17$7.98$0.34$0.47$0.13
2014Detailed filing. Detailed filing data is available for this year.$8.31$0.20$8.11$0.21$0.27$0.06
2013Detailed filing. Detailed filing data is available for this year.$18.7$10.5$8.17$1.73$0.62$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$10.6$7.00$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$11.1$6.30$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$11.9$6.19$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$708,905
Mission and Program Overview

Mission

Support programs which produce advances on issues of importance to osteopathic medicine and the community's health and welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,530,807$6,061,259▲ $530,452
Investments Other Securities$4,191,841$3,940,174▼ $251,667
Receivables From Officers Etc$459,000$430,838▼ $28,162
Cash and Non-Interest-Bearing Accounts$277,000$187,604▼ $89,396
Savings and Temporary Cash Investments$100,134$81,160▼ $18,974
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$10,558,782$10,701,035▲ $142,253
Liabilities
Mortgage Notes Payable Secured by Investment Property$455,413$282,925▼ $172,488
Accounts Payable and Accrued Expenses$31,207$7,805▼ $23,402
Total Liabilities$486,620$290,730▼ $195,890
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,855,363$10,410,305▲ $554,942
Net Assets With Donor Restrictions$216,799$0▼ $216,799
Total Net Assets Fund Balance$10,072,162$10,410,305▲ $338,143
Total Liabilities and Net Assets / Fund Balance$10,558,782$10,701,035▲ $142,253

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$4,627$4,627
Other Securities$2,300,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abbei MonroeAssociate DirectorFT$71,335$2,060$73,395
Jose InfantePresidentFT$55,483-$55,483

Board Members and Trustees

NameTitle
Patricia J Roy DoVice President
Carol Markiewicz DoDirector
Fredric D Levin DoDirector
Gary AlloreDirector
Justin Grill DoDirector
Lana Joubert DoDirector
Mark F FazakerleyDirector
Rachael Folkmier-lane DoDirector
Steven T WisneskiDirector
Thomas Graff DoDirector
John Mcdonald DoDirector Emeritus
Dennis Cherette CcimSecretary
Roger Spoelman DbaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,773
Program Service Revenue
$24,193
Investment Income
$580,939
Other Revenue
$0
All Other Contributions
$3,773
Change in Net Assets
$110,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,457
Salaries, Compensation, and Employee Benefits$160,755
Grants and Similar Amounts Paid$107,304
Total Fundraising Expense$17,452
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,414$80,125$7,339$128,878
Grants to Domestic Orgs$92,554--$92,554
Fees for Service Investment Mgmnt Fees$13,517$54,066-$67,583
Fees for Services Accounting$2,787$25,087-$27,874
Office Expenses$5,616$12,638$4,213$22,467
Other Salaries and Wages$9,976$4,160$5,820$19,956
Grants to Domestic Individuals$14,750--$14,750
Advertising$3,313$10,576$80$13,969
Fees for Services Other$2,129$11,529-$13,658
Payroll Taxes$5,086$5,085-$10,171
Travel$313$2,813-$3,126
Other Employee Benefits$876$874-$1,750
Fees for Services Legal$163$1,468-$1,631
Other Expenses$25,062$576-$576
Total Functional Expenses$222,952$258,112$17,452$498,516
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hackley Community Care CenterMuskegon, MI-Charles Hackley Middle School$60,353
Trinity Community Food PantryMuskegon, MI-Grant Recipient$10,000
Love in ActionGrand Haven, MI-General Support$7,665
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$459,000$430,838▼ $28,162
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mark fazakerley and dennis cherette are both directors of the organization and both own > 10% in piper lake apartments.”

Form 990, Part VI, Section A, Line 7A

“Two members are on the board because of their positions with mercy health partners. 1) dr. Justin grill as director of medical education and 2) gary allore, as president of mercy health.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent public accounting firm. The form 990 is reviewed by all appropriate staff and board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“This is an annual requirement for all members of the board (disseminated at the first board meeting of the year), whereby each board member completes an annual conflict of interest disclosure statement and confidentiality agreement. Each completed agreement is reviewed by the chairperson and retained on file.”

Form 990, Part VI, Section B, Line 15

“Compensation of executive director is reviewed and deliberated annually by personnel committee and a recommendation is made to the board of directors for approval. Any compensation of officers or other employees is reviewed by the personnel committee and the finance committee and a recommendation is made to the board of directos for approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Osteopathic Foundation of West Mi
EIN
38-2841014
Phone
2317200288
Address
800 E ELLIS ROAD 519, NORTON SHORES, MI 49441

Signing Officer

Name
Jose Infante
Title
President
Phone
2317200288
Signed
2025-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Infante
Formed
1988
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
12
Employees
4
Volunteers
23

Preparer

Firm
Hungerford Cpas Advisors
Address
4927 STARIHA DRIVE, MUSKEGON, MI 49441
Preparer
Stacy L Mellema CPA
Phone
2317987500
Supplemental Narrative

Additional Explanations

FORM 990, SECTION XII, LINE 2C:

“Organization's process is to have the board president review the financial statements prepared by an independent accounting firm and approve them prior to issuance.”

Financial Statement Notes

PART X, LINE 2:

“The organization evaluates certain tax positions in accordance with existing generally accepted accounting principles and makes such accruals and disclosures as might be required thereunder. Under that guidance, the organization has no uncertain tax positions that qualify either for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 542 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031207
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07805
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE.
IRS990/AdvertisingGrp/FundraisingAmt080
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010576
IRS990/AdvertisingGrp/ProgramServicesAmt03313
IRS990/AdvertisingGrp/TotalAmt013969
IRS990/AllOtherContributionsAmt03773
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSE INFANTE
IRS990/BooksInCareOfDetail/PhoneNum02317200288
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 E ELLIS ROAD 519
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTON SHORES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049441
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0277000
IRS990/CashNonInterestBearingGrp/EOYAmt0187604
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07339
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt080125
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt041414
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0128878
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03773
IRS990/CYGrantsAndSimilarPaidAmt0107304
IRS990/CYInvestmentIncomeAmt0580939
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt024193
IRS990/CYRevenuesLessExpensesAmt0110389
IRS990/CYSalariesCompEmpBnftPaidAmt0160755
IRS990/CYTotalExpensesAmt0498516
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0608905
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0222952
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt025087
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IRS990/FeesForServicesAccountingGrp/TotalAmt027874
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01468
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0163
IRS990/FeesForServicesLegalGrp/TotalAmt01631
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02129
IRS990/FeesForServicesOtherGrp/TotalAmt013658
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt013517
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt067583
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/PersonNm0ABBEI MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSE INFANTE
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA J ROY DO
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS CHERETTE CCIM
IRS990/Form990PartVIISectionAGrp/PersonNm4ROGER SPOELMAN DBA
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MCDONALD DO
IRS990/Form990PartVIISectionAGrp/PersonNm6LANA JOUBERT DO
IRS990/Form990PartVIISectionAGrp/PersonNm7JUSTIN GRILL DO
IRS990/Form990PartVIISectionAGrp/PersonNm8FREDRIC D LEVIN DO
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROL MARKIEWICZ DO
IRS990/Form990PartVIISectionAGrp/PersonNm10THOMAS GRAFF DO
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY ALLORE
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVEN T WISNESKI
IRS990/Form990PartVIISectionAGrp/PersonNm13MARK F FAZAKERLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14RACHAEL FOLKMIER-LANE DO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0426318
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0107304
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt014750
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt092554
IRS990/GrantsToDomesticOrgsGrp/TotalAmt092554
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0526318
IRS990/GrossReceiptsAmt0708905
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0154621
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0154621
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04191841
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03940174
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05530807
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06061259
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04627
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt04627
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0100000
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0455413
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0282925
IRS990/NetAssetsOrFundBalancesBOYAmt010072162
IRS990/NetAssetsOrFundBalancesEOYAmt010410305
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0469017
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0426318
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-42699
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0227754
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09855363
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010410305
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04213
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012638
IRS990/OfficeExpensesGrp/ProgramServicesAmt05616
IRS990/OfficeExpensesGrp/TotalAmt022467
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0874
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0876
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01750
IRS990/OtherExpensesGrp/Desc0BOARD EXPNESES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2OTHER SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc3PROVISION FOR INCOME TA
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027533
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2576
IRS990/OtherExpensesGrp/ProgramServicesAmt05396
IRS990/OtherExpensesGrp/ProgramServicesAmt125062
IRS990/OtherExpensesGrp/TotalAmt027533
IRS990/OtherExpensesGrp/TotalAmt126978
IRS990/OtherExpensesGrp/TotalAmt225062
IRS990/OtherExpensesGrp/TotalAmt3576
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05820
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04160
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09976
IRS990/OtherSalariesAndWagesGrp/TotalAmt019956
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05085
IRS990/PayrollTaxesGrp/ProgramServicesAmt05086
IRS990/PayrollTaxesGrp/TotalAmt010171
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSE INFANTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/Desc2VENDOR SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc3WMOA DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07039
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25318
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34986
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25318
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34986
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013220
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt077786
IRS990/PYInvestmentIncomeAmt0617456
IRS990/PYOtherExpensesAmt0274014
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012916
IRS990/PYRevenuesLessExpensesAmt0135238
IRS990/PYSalariesCompEmpBnftPaidAmt0156554
IRS990/PYTotalExpensesAmt0508354
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0643592
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0459000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0430838
IRS990/ReconcilationRevenueExpnssAmt0110389
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0493210
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100134
IRS990/SavingsAndTempCashInvstGrp/EOYAmt081160
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MERCY'S CEO IS ON THE GRANT MAKING COMMITTEE AND JOSE INFANTE, WHO IS ON MERCY'S REGIONAL BOARD, IS ON THE FINANCE COMMITTEE. IN ADDITION, THE FOUNDATION HAS WORKED CLOSELY WITH MERCY HEALTH'S PHILANTHROPIC DIRECTOR ON GRANTS. MOREOVER, THE ENTIRE BOARD VOTES ON ALL GRANTS AND INVESTMENT DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION MADE GRANTS OF $14,750 THAT PROVIDED SCHOLARSHIPS TO STUDENTS WITH TIES TO THE MUSKEGON AREA AND SUPPORT PROGRAMS WHICH ENCOURAGE LOCAL STUDENTS TO PURSUE A DOCTOR OF OSTEOPATHY DEGREE. THE ORGANIZATION ALSO MADE $92,554 IN WELLNESS GRANTS TO COMMUNITY ORGANIZATIONS WHICH BETTER THE LIVES OF AREA RESIDENTS AND FURTHER THE MISSION OF THE ORGANIZATION AND THE MISSION OF MERCY HEALTH MUSKEGON.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL OF THESE PROGRAMS FURTHER THE EXEMPT PURPOSE OF MERCY HEALTH MUSKEGON, SINCE THEY ALL PROMOTE HEALTH AND HEALTHCARE IN THE COMMUNITY AND, EXCEPT FOR THE FOUNDATION'S INVOLVEMENT, WOULD BE ENGAGED IN BY MERCY HEALTH MUSKEGON.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0382113393
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MERCY HEALTH MUSKEGON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04627
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04627
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0191841
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1600000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2848333
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32300000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PORTFOLIO FUND I, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AASH-N, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2TRIBUNE BUILDING, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3HARMONY LAKES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION EVALUATES CERTAIN TAX POSITIONS IN ACCORDANCE WITH EXISTING GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAKES SUCH ACCRUALS AND DISCLOSURES AS MIGHT BE REQUIRED THEREUNDER. UNDER THAT GUIDANCE, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY EITHER FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

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