Civic Intelligence

Osteopathic Foundation of West Michigan

990 • Fiscal year 2013 • EIN 38-2841014

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 22, 2014

Organization ProfileWWW.OSTEOPATHICFOUNDATION.ORG
800 E Ellis Road Box 519Norton Shores, MI 49441

(231) 798-1040

Siviq Scores

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

Liabilities / Assets

74th percentile

0.56x

Higher debt load relative to assets than 74% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

94th percentile

6.05x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

15th percentile

$16,062

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

60th percentile

6.2%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M 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 / Assets74th percentile

Assets

Up

$18,666,478

Up $1,097,393 (+6.2%) from 2012

Net Assets

Up

$8,169,195

Up $1,172,048 (+17%) from 2012

Liabilities

Down

$10,497,283

Down $74,655 (-0.7%) from 2012

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin94th percentile

Revenue

$1,734,522

No earlier filing loaded for comparison.

Expenses

Up

$621,155

Up $447,608 (+258%) from 2012

Net Income

$1,113,367

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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

2013

Assets$18,666,478
Liabilities$10,497,283
Net Assets$8,169,195
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 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

2013

Revenue$1,734,522
Expenses$621,155
Net Income$1,113,367
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 22, 2014
Return Version
2013v3.1
Gross Receipts
$2,649,002
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
Land, Buildings, and Equipment, Net$13,524,615$13,157,670▼ $366,945
Investments in Publicly Traded Securities$3,107,302$2,981,353▼ $125,949
Investments Other Securities$762,870$2,290,303▲ $1,527,433
Savings and Temporary Cash Investments-$133,503-
Accounts Receivable$103,649$103,649→ $0
Total Assets$17,569,085$18,666,478▲ $1,097,393
Other Assets Total$70,649--
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,433,912$10,039,202▼ $394,710
Other Liabilities$138,026$232,691▲ $94,665
Grants Payable-$150,000-
Accounts Payable and Accrued Expenses-$75,390-
Total Liabilities$10,571,938$10,497,283▼ $74,655
Net Assets / Fund Balance
Unrestricted Net Assets$6,983,535$8,101,210▲ $1,117,675
Permanently Rstr Net Assets$13,612$67,985▲ $54,373
Total Net Assets Fund Balance$6,997,147$8,169,195▲ $1,172,048
Total Liabilities and Net Assets / Fund Balance$17,569,085$18,666,478▲ $1,097,393

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,755,384$2,644,616$14,400,000
Land$1,400,000-$1,400,000
Equipment$2,286$120$2,406
Other Securities$2,290,303--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Andrea MasveroExecutive DiFT$16,062$16,062
Frank Marczak Ed DChairmanPT$11,000$11,000
Gerald a Harriman DoSecretaryPT$10,000$10,000

Board Members and Trustees

NameTitle
Patricia J Roy DoVice-chairpe
Carol Markiewicz DoDirector
Danielle Sigelko DoDirector
David Dora DoDirector
Dennis Cherette CcimDirector
Fredric D Levin DoDirector
Harry R Arthur DoDirector
Jose InfanteDirector
Mark F FazakerleyDirector
Paul Lomeo DoDirector
Roger Spoelman DbaDirector
Steven a Speet DoDirector
Thomas Graff DoDirector
Steven T WisneskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,090
Program Service Revenue
$131,571
Investment Income
$1,036,091
Other Revenue
$554,770
All Other Contributions
$700
Change in Net Assets
$1,113,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,734,522
Total Revenue per Audited Statements
$1,734,522
Total Revenue per Form 990
$1,734,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$316,309
Grants and Similar Amounts Paid$284,368
Salaries, Compensation, and Employee Benefits$20,478
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$284,368--$284,368
Fees for Services Management-$75,390-$75,390
All Other Expenses$45,596--$45,596
Advertising$33,350--$33,350
Other Salaries and Wages$18,019--$18,019
Other Expenses$11,443$111,600-$11,443
Fees for Services Accounting$8,646--$8,646
Payroll Taxes$1,549--$1,549
Insurance$1,317--$1,317
Pension Plan Contributions$910--$910
Conferences and Meetings$855--$855
Travel$321--$321
Occupancy$218--$218
Depreciation Depletion$120--$120
Total Functional Expenses$434,165$186,990$0$621,155

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$621,155
Total Expenses per Audited Statements$621,155
Total Expenses per Form 990$621,155
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Property Taxes Payable$106,403
Accrued Liabilities$6,569
Payroll Taxes Payable$5,234
Accrued Retirement$2,886
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 7A

“Two members are on the board because of their positions with mercy health partners. 1) david l. Dora, do, as director of medical education and 2) roger w. Spoelman, as ceo.”

Form 990, Page 6, Part VI, Line 11B

“The 990 is prepared by an independent public accounting firm. The 990 is reviewed by the appropriate staff and board members before filing.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“Compensation of chairman and executive director is reviewed and deliberated annually by finance committee and a recommendation is made to the board of directors for approval.”

Form 990, Page 6, Part VI, Line 15B

“Any compensation of other officers or employees is reviewed by finance committee and a recommendation is made to the board of directors for approval.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

EIN
38-2841014

Signing Officer

Name
Andrea Masvero
Title
Executive Director
Signed
2014-07-22

Organization Details

Formed
1988
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
14
Employees
1
Volunteers
16

Preparer

Preparer
Randy Filbrandt
Phone
2317981040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Better the lives of area residents through investing and administering gifts and issuing grants for specific charitable and educational programs”

Form 990, Part XI, Line 9

“WMOA FUNDS 58,681”

Raw XML AppendixShowing 400 of 469 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt075390
IRS990/AccountsReceivableGrp/BOYAmt0103649
IRS990/AccountsReceivableGrp/EOYAmt0103649
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ProgramServicesAmt033350
IRS990/AdvertisingGrp/TotalAmt033350
IRS990/AllOtherContributionsAmt0700
IRS990/AllOtherExpensesGrp/ProgramServicesAmt045596
IRS990/AllOtherExpensesGrp/TotalAmt045596
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10H & S COMPANIES PC
IRS990/BooksInCareOfDetail/PhoneNum02317981040
IRS990/BooksInCareOfDetail/USAddress/AddressLine104985 S HARVEY
IRS990/BooksInCareOfDetail/USAddress/City0MUSKEGON
IRS990/BooksInCareOfDetail/USAddress/State0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode049444
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0855
IRS990/ConferencesMeetingsGrp/TotalAmt0855
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012090
IRS990/CYGrantsAndSimilarPaidAmt0284368
IRS990/CYInvestmentIncomeAmt01036091
IRS990/CYOtherExpensesAmt0316309
IRS990/CYOtherRevenueAmt0554770
IRS990/CYProgramServiceRevenueAmt0131571
IRS990/CYRevenuesLessExpensesAmt01113367
IRS990/CYSalariesCompEmpBnftPaidAmt020478
IRS990/CYTotalExpensesAmt0621155
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01734522
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0120
IRS990/DepreciationDepletionGrp/TotalAmt0120
IRS990/Desc0BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0434165
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08646
IRS990/FeesForServicesAccountingGrp/TotalAmt08646
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt075390
IRS990/FeesForServicesManagementGrp/TotalAmt075390
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREA MASVERO
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK MARCZAK ED D
IRS990/Form990PartVIISectionAGrp/PersonNm2GERALD A HARRIMAN DO
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA J ROY DO
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVEN T WISNESKI
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS CHERETTE CCIM
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK F FAZAKERLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSE INFANTE
IRS990/Form990PartVIISectionAGrp/PersonNm8ROGER SPOELMAN DBA
IRS990/Form990PartVIISectionAGrp/PersonNm9THOMAS GRAFF DO
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL LOMEO DO
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL MARKIEWICZ DO
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID DORA DO
IRS990/Form990PartVIISectionAGrp/PersonNm13DANIELLE SIGELKO DO
IRS990/Form990PartVIISectionAGrp/PersonNm14HARRY R ARTHUR DO
IRS990/Form990PartVIISectionAGrp/PersonNm15FREDRIC D LEVIN DO
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVEN A SPEET DO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016062
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt111000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210000
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0284368
IRS990/GrantsPayableGrp/EOYAmt0150000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0284368
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0284368
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02649002
IRS990/GrossRentsGrp/RealAmt01469250
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01317
IRS990/InsuranceGrp/TotalAmt01317
IRS990/InvestmentIncomeGrp/ExclusionAmt0548373
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01036091
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0487718
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0762870
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02290303
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03107302
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02981353
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02644736
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013524615
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013157670
IRS990/LandBldgEquipCostOrOtherBssAmt015802406
IRS990/LegalDomicileStateCd0MI
IRS990/LessRentalExpensesGrp/RealAmt0914480
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt011390
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010433912
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt010039202
IRS990/NetAssetsOrFundBalancesBOYAmt06997147
IRS990/NetAssetsOrFundBalancesEOYAmt08169195
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0554770
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0554770
IRS990/NetUnrelatedBusTxblIncmAmt0276661
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0218
IRS990/OccupancyGrp/TotalAmt0218
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt070649
IRS990/OtherChangesInNetAssetsAmt058681
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES - MHP
IRS990/OtherExpensesGrp/Desc2CME - SPEAKER HONORARIA
IRS990/OtherExpensesGrp/Desc3CLERICAL - HOURS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0111600
IRS990/OtherExpensesGrp/ProgramServicesAmt015000
IRS990/OtherExpensesGrp/ProgramServicesAmt112453
IRS990/OtherExpensesGrp/ProgramServicesAmt211443
IRS990/OtherExpensesGrp/TotalAmt0111600
IRS990/OtherExpensesGrp/TotalAmt115000
IRS990/OtherExpensesGrp/TotalAmt212453
IRS990/OtherExpensesGrp/TotalAmt311443
IRS990/OtherLiabilitiesGrp/BOYAmt0138026
IRS990/OtherLiabilitiesGrp/EOYAmt0232691
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018019
IRS990/OtherSalariesAndWagesGrp/TotalAmt018019
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt01549
IRS990/PayrollTaxesGrp/TotalAmt01549
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0910
IRS990/PensionPlanContributionsGrp/TotalAmt0910
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt013612
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt067985
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MHP SURGICAL PROCEDURES
IRS990/ProgramServiceRevenueGrp/Desc1VENDOR SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0103649
IRS990/ProgramServiceRevenueGrp/ExclusionAmt115800
IRS990/ProgramServiceRevenueGrp/ExclusionAmt212122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0103649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212122
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0103649
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0109004
IRS990/PYInvestmentIncomeAmt0265444
IRS990/PYOtherExpensesAmt064543
IRS990/PYOtherRevenueAmt0503780
IRS990/PYRevenuesLessExpensesAmt0699326
IRS990/PYTotalExpensesAmt0173547
IRS990/PYTotalRevenueAmt0872873
IRS990/ReconcilationRevenueExpnssAmt01113367
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0554770
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133503
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0382113393
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc03
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MERCY GENERAL HEALTH PARTNERS A DIVISION OF MERCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20MERCY GENERAL HEALTH PARTNERS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt050000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02286
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0120
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02406
IRS990ScheduleD/ExpensesSubtotalAmt0621155
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt0111599
IRS990ScheduleD/LandGrp/BookValueAmt01400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01400000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011755384
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02644616
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014400000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25234
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PROPERTY TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED RETIREMENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02290303
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TEMPORARY CASH INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt01734522
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013157670
IRS990ScheduleD/TotalBookValueSecuritiesAmt02290303
IRS990ScheduleD/TotalExpensesPerForm990Amt0621155
IRS990ScheduleD/TotalLiabilityAmt0232691
IRS990ScheduleD/TotalRevenuePerForm990Amt01734522
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01734522
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0621155
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt127000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2212368
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL ED SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1OSTEOCHAMPS SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2OTHER GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt112
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt28
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWO MEMBERS ARE ON THE BOARD BECAUSE OF THEIR POSITIONS WITH MERCY HEALTH PARTNERS. 1) DAVID L. DORA, DO, AS DIRECTOR OF MEDICAL EDUCATION AND 2) ROGER W. SPOELMAN, AS CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE 990 IS REVIEWED BY THE APPROPRIATE STAFF AND BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF CHAIRMAN AND EXECUTIVE DIRECTOR IS REVIEWED AND DELIBERATED ANNUALLY BY FINANCE COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY COMPENSATION OF OTHER OFFICERS OR EMPLOYEES IS REVIEWED BY FINANCE COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE OGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WMOA FUNDS 58,681
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,666,478
Liabilities
$10,497,283
Net assets
$8,169,195
Revenue
$1,734,522
Expenses
$621,155
Net income
$1,113,367
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