Civic Intelligence

Osteopathic Foundation of West Michigan

990 • Fiscal year 2015 • EIN 38-2841014

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

800 E Ellis Road Box 519Norton Shores, MI 49441

(231) 720-0288

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.49x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

40th percentile

$100,493

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.0%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

63%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$8,144,970

Down $165,653 (-2.0%) from 2014

Net Assets

Down

$7,977,036

Down $128,738 (-1.6%) from 2014

Liabilities

Down

$167,934

Down $36,915 (-18%) from 2014

Revenue

Up

$343,620

Up $132,239 (+63%) from 2014

Expenses

Up

$472,358

Up $197,556 (+72%) from 2014

Net Income

Down

-$128,738

Down $65,317 (-103%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$8,144,970
Liabilities$167,934
Net Assets$7,977,036

Operations Trend

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

2015

Revenue$343,620
Expenses$472,358
Net Income-$128,738
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Gross Receipts
$343,620
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$3,296,493$4,715,873▲ $1,419,380
Investments Other Securities$3,511,673$1,910,967▼ $1,600,706
Receivables From Officers Etc$1,500,000$1,500,000→ $0
Land, Buildings, and Equipment, Net$2,457$2,492▲ $35
Total Assets$8,310,623$8,144,970▼ $165,653
Other Assets Total-$15,638-
Liabilities
Grants Payable$100,000$143,333▲ $43,333
Other Liabilities$104,849$24,601▼ $80,248
Total Liabilities$204,849$167,934▼ $36,915
Net Assets / Fund Balance
Unrestricted Net Assets$8,038,184$7,927,569▼ $110,615
Permanently Rstr Net Assets$67,590$49,467▼ $18,123
Total Net Assets Fund Balance$8,105,774$7,977,036▼ $128,738
Total Liabilities and Net Assets / Fund Balance$8,310,623$8,144,970▼ $165,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,492$2,135$4,627
Other Securities$436,491--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea MasveroExecutive DiFT$88,807$11,686$100,493
Revenue and Support

Revenue Composition

Contributions and Grants
$13,897
Program Service Revenue
$81,427
Investment Income
$246,989
Other Revenue
$1,307
Change in Net Assets
$-128,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$219,722
Other Expenses$142,966
Salaries, Compensation, and Employee Benefits$109,670
Total Fundraising Expense$35,171
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,858--$132,858
Other Salaries and Wages$62,165$26,642-$88,807
Grants to Domestic Individuals$86,864--$86,864
All Other Expenses$23,767$20,646$8,022$52,435
Fees for Services Accounting$2,232$8,929-$11,161
Occupancy$2,005$8,018-$10,023
Other Expenses$9,839-$27,149$9,839
Other Employee Benefits-$9,686-$9,686
Payroll Taxes$5,024$2,153-$7,177
Pension Plan Contributions-$4,000-$4,000
Travel$1,592$1,593-$3,185
Insurance-$2,784-$2,784
Depreciation Depletion-$1,501-$1,501
Advertising$1,040--$1,040
Conferences and Meetings$895--$895
Fees for Services Legal-$539-$539
Total Functional Expenses$350,696$86,491$35,171$472,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mercy Health Comprehensive BreastMuskegon, MI--$53,471
Oakridge Community Health ClinicMuskegon, MI--$46,667
Heal With a HorseMuskegon, MI--$21,020
Harbor HospiceMuskegon, MI--$11,700
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cherette Group LLCDirectorUnsecured NoteNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,500,000$1,500,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$15,998
Payroll Taxes Payable$3,402
Accrued Retirement$3,077
Independent Credit Card$2,124
Deferred Interest Income-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 2

N/a cherette group employee director business relationship - consul

Form 990, Page 6, Part VI, Line 7A

Two members are on the board because of their positions with mercy health partners. 1) dr. Jusin grill as director of medical education and 2) roger w. Spoelman, as regional 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 personnel 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

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

Signing Officer

Name
Andrea Masvero
Title
Executive Director
Phone
2317200288
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Masvero
Formed
1988
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
13
Employees
1
Volunteers
17

Preparer

Firm
H&s Companies Pc
Address
4985 S HARVEY ST, MUSKEGON, MI 49444
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 IX, Line 24E

Board retreat 0 1,630 6,518 cme - catering/venue 5,264 0 0 agency services 3,500 500 1,000 cme - speaker honoraria 4,000 0 0 resident retention dinner 3,471 0 0 board meetings & meals 0 3,283 0 aministrative services 2,298 574 0 supplies 278 2,506 0 board d&o insurance 0 1,978 0 osteopathic history proje 1,783 0 0 telephone & internet 0 1,774 0 printing & reproduction 964 322 322 miscellanous 0 1,570 0 donations 0 1,335 0 community health sponsor 1,300 0 0 bank fees 0 1,208 0 board-related expenses 0 915 0 it services 0 693 0 website 0 569 0 meals 107 321 107 clerical - supplies 518 0 0 postage 75 226 75 office equip & furnishing 0 359 0 dues & subscriptions 0 299 0 promotional items 0 231 0 cme - bank fees 209 0 0 miscellaneous 0 170 0 licenses 0 167 0 education: books & subscr 0 16 0

Financial Statement Notes

Schedule D, Page 3, Part X

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.

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IRS990/GrossReceiptsAmt0343620
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02784
IRS990/InsuranceGrp/TotalAmt02784
IRS990/InvestmentIncomeGrp/ExclusionAmt0246989
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0246989
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03511673
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01910967
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03296493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04715873
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02135
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02457
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02492
IRS990/LandBldgEquipCostOrOtherBssAmt04627
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt013897
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/NetAssetsOrFundBalancesBOYAmt08105774
IRS990/NetAssetsOrFundBalancesEOYAmt07977036
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08018
IRS990/OccupancyGrp/ProgramServicesAmt02005
IRS990/OccupancyGrp/TotalAmt010023
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt015638
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09686
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09686
IRS990/OtherExpensesGrp/Desc0FORE HEALTH EXPENSES
IRS990/OtherExpensesGrp/Desc1CME - DIRECTOR STIPEND
IRS990/OtherExpensesGrp/Desc2CLERICAL - HOURS
IRS990/OtherExpensesGrp/Desc3CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt027149
IRS990/OtherExpensesGrp/ProgramServicesAmt012500
IRS990/OtherExpensesGrp/ProgramServicesAmt19915
IRS990/OtherExpensesGrp/ProgramServicesAmt29839
IRS990/OtherExpensesGrp/TotalAmt027149
IRS990/OtherExpensesGrp/TotalAmt112500
IRS990/OtherExpensesGrp/TotalAmt29915
IRS990/OtherExpensesGrp/TotalAmt39839
IRS990/OtherLiabilitiesGrp/BOYAmt0104849
IRS990/OtherLiabilitiesGrp/EOYAmt024601
IRS990/OtherRevenueMiscGrp/Desc0UBIT REFUND
IRS990/OtherRevenueMiscGrp/Desc1SALE OF TIMBER RIDGE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0974
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1333
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0974
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1333
IRS990/OtherRevenueTotalAmt01307
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026642
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062165
IRS990/OtherSalariesAndWagesGrp/TotalAmt088807
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02153
IRS990/PayrollTaxesGrp/ProgramServicesAmt05024
IRS990/PayrollTaxesGrp/TotalAmt07177
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04000
IRS990/PensionPlanContributionsGrp/TotalAmt04000
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt067590
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt049467
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ANDREA MASVERO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FUNDRAISING INCOME
IRS990/ProgramServiceRevenueGrp/Desc1VENDOR SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt015000
IRS990/ProgramServiceRevenueGrp/ExclusionAmt110755
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210755
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0132858
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0132858
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014127
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt063200
IRS990/PYInvestmentIncomeAmt0-241416
IRS990/PYOtherExpensesAmt0101408
IRS990/PYOtherRevenueAmt0304637
IRS990/PYProgramServiceRevenueAmt0134033
IRS990/PYRevenuesLessExpensesAmt0-63421
IRS990/PYSalariesCompEmpBnftPaidAmt0110194
IRS990/PYTotalExpensesAmt0274802
IRS990/PYTotalRevenueAmt0211381
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01500000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01500000
IRS990/ReconcilationRevenueExpnssAmt0-128738
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0382113393
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt053471
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MERCY GENERAL HEALTH PARTNERS A DIVISION OF MERCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MERCY GENERAL HEALTH PARTNERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt053471
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt016022
IRS990ScheduleD/DonorAdvisedFundsHeldCnt02
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0505
IRS990ScheduleD/EquipmentGrp/BookValueAmt02492
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02135
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04627
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015998
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23077
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED RETIREMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3INDEPENDENT CREDIT CARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DEFERRED INTEREST INCOME
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01474476
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1436491
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ANN ARBOR SUBORDINATED NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TEMPORARY CASH INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02492
IRS990ScheduleD/TotalBookValueSecuritiesAmt01910967
IRS990ScheduleD/TotalLiabilityAmt024601
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt121500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt230842
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt310000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt416022
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL ED SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1OSTEOCHAMPS SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2OTHER GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3RESIDENT RETENTION SCHOLA

Document Assets

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Filings

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
Peer Organizations

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