Civic Intelligence

Munson Home Health

990 • Fiscal year 2012 • EIN 38-3335362

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

PO Box 118849685-1188
Siviq Scores

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

Liabilities / Assets

91st percentile

1.00x

Higher debt load relative to assets than 91% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

92nd percentile

45%

Faster asset growth than 92% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$238,743

Up $73,973 (+45%) from 2011

Net Assets

Flat

$0

Flat from 2011

Liabilities

Up

$238,743

Up $73,973 (+45%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,605,383

Up $201,699 (+8.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $194,440Liabilities 2010: $194,440Net Assets 2010: $02010Assets 2011: $164,770Liabilities 2011: $164,770Net Assets 2011: $02011Assets 2012: $238,743Liabilities 2012: $238,743Net Assets 2012: $02012Assets 2013: $228,405Liabilities 2013: $228,405Net Assets 2013: $02013Assets 2014: $191,533Liabilities 2014: $191,533Net Assets 2014: $02014Assets 2015: $20,000Liabilities 2015: $20,000Net Assets 2015: $02015Assets 2016: $20,000Liabilities 2016: $20,000Net Assets 2016: $02016Assets 2017: $20,000Liabilities 2017: $20,000Net Assets 2017: $02017Assets 2018: $20,000Liabilities 2018: $20,000Net Assets 2018: $02018Assets 2019: $20,000Liabilities 2019: $20,000Net Assets 2019: $02019Assets 2020: $20,000Liabilities 2020: $20,000Net Assets 2020: $02020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$238,743
Liabilities$238,743
Net Assets$0

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2010: $2,469,8202010Expenses 2011: $2,403,6842011Expenses 2012: $2,605,3832012Revenue 2013: $2,767,552Expenses 2013: $2,767,552Net Income 2013: $02013Revenue 2014: $2,402,219Expenses 2014: $2,402,219Net Income 2014: $02014Revenue 2015: $746,947Expenses 2015: $746,947Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019

Highlighted filing

2012

Revenue-
Expenses$2,605,383
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Gross Receipts
$2,605,383
Mission and Program Overview

Mission

To improve and promote the health of the citizens of northern michigan through the enhancement of home health services. Munson home health also is organized to support the delivery of home health services of the munson healthcare system. Munson home health is the parent corporation for two home health entities in the munson healthcare system. As the parent, munson home health coordinates activities and services for home health patients. It also provides centralized intake for all home health patients. Munson home health is part of the munson healthcare system. Through its hospitals and other affiliates, the system delivers a broad array of health care services to 24 counties in michigan's northern lower peninsula and the eastern portion of the upper peninsula. Consistent with its mission, the munson healthcare system provided 65.6 million in charity and uncompensated care for residents of northern michigan in the 2017 tax year.

Filing and Contact Details

Filer

EIN
38-3335362
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON HEALTHCARE SYSTEM EXECUTIVES IS DETERMINED, IN PART, BY MEASURABLE PROGRESS TOWARD THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALITY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. MUNSON HEALTHCARE'S INTENT FOR EXECUTIVE BASE COMPENSATION IS TO BE AT THE MEDIAN WHEN COMPARED TO LIKE-SIZE NON-PROFIT HOSPITALS AND HEALTHCARE SYSTEMS.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1MARK HEPLER 0 14,148 0 KATHRINE GARTHE 0 8,118 0 SHARI WILSON 0 8,718 0
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENT FUNDS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON.
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IRS990ScheduleO/GeneralExplanation/Explanation0TO IMPROVE AND PROMOTE THE HEALTH OF THE CITIZENS OF NORTHERN MICHIGAN THROUGH THE ENHANCEMENT OF HOME HEALTH SERVICES. MUNSON HOME HEALTH ALSO IS ORGANIZED TO SUPPORT THE DELIVERY OF HOME HEALTH SERVICES OF THE MUNSON HEALTHCARE SYSTEM. MUNSON HOME HEALTH IS THE PARENT CORPORATION FOR TWO HOME HEALTH ENTITIES IN THE MUNSON HEALTHCARE SYSTEM. AS THE PARENT, MUNSON HOME HEALTH COORDINATES ACTIVITIES AND SERVICES FOR HOME HEALTH PATIENTS. IT ALSO PROVIDES CENTRALIZED INTAKE FOR ALL HOME HEALTH PATIENTS. MUNSON HOME HEALTH IS PART OF THE MUNSON HEALTHCARE SYSTEM. THROUGH ITS HOSPITALS AND OTHER AFFILIATES, THE SYSTEM DELIVERS A BROAD ARRAY OF HEALTH CARE SERVICES TO 24 COUNTIES IN MICHIGAN'S NORTHERN LOWER PENINSULA AND THE EASTERN PORTION OF THE UPPER PENINSULA. CONSISTENT WITH ITS MISSION, THE MUNSON HEALTHCARE SYSTEM PROVIDED 39.9 MILLION IN CHARITY AND UNCOMPENSATED CARE FOR RESIDENTS OF NORTHERN MICHIGAN IN THE 2011 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation1MUNSON HOME HEALTH IS ORGANIZED ON A NONSTOCK MEMBERSHIP BASIS. THE SOLE MEMBER IS MUNSON HEALTHCARE, AN IRS SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation2DIRECTORS ARE ELECTED FROM AMONG THOSE PERSONS RECOMMENDED BY THE MUNSON HEALTHCARE GOVERNANCE COMMITTEE AT THE MUNSON HEALTHCARE ANNUAL MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation3CERTAIN DECISIONS OF THE MUNSON HOME HEALTH DIRECTORS ARE SUBJECT TO APPROVAL BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS INCLUDING THE AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE MISSION STATEMENT; ADOPTION OF A PLAN OF DISSOLUTION, MERGER, CONSOLIDATION OR REORGANIZATION; SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL TO THE PROPERTY AND ASSETS; ACQUISITION OF OR THE ESTABLISHMENT OF ANY SUBSIDIARY OR AFFILIATE OF MUNSON HOME HEALTH; ACCEPTANCE OF THE ANNUAL BUDGET AND ANNUAL FINANCIAL STATEMENTS; INCURRENCE OF EXPENDITURES EXCEEDING BUDGETED AGGREGATES BY MORE THAN FIVE PERCENT; INCURRENCE OF CERTAIN DEBT; CHANGE IN SCOPE OF SERVICES OR PROGRAMS PROVIDED BY MUNSON HOME HEALTH; AND APPOINTMENT OF THE PRESIDENT.
IRS990ScheduleO/GeneralExplanation/Explanation4THE MUNSON HOME HEALTH BOARD IS COMMITTED TO THE ACCURACY AND THOROUGHNESS OF THE FORM 990 REPORTING. MUNSON HOME HEALTH BELONGS TO THE MUNSON HEALTHCARE SYSTEM. MUNSON HEALTHCARE IS THE PARENT COMPANY IN THE MUNSON HEALTHCARE SYSTEM, WHICH UNDERGOES AN AUDIT BY AN EXTERNAL AUDIT FIRM. AT THE CORPORATE LEVEL, THE RESPONSIBLE INDIVIDUALS FROM THE FINANCE, ADMINISTRATION, PATIENT FINANCIAL SERVICES, LEGAL, HUMAN RESOURCES, PUBLIC RELATIONS, AND FUND DEVELOPMENT DEPARTMENTS PREPARE AND REVIEW PORTIONS OF THE FORM 990. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE REVIEWS THE COMPENSATION INFORMATION CONTAINED IN THE CORE FORM AS WELL AS THE SCHEDULE J INFORMATION. THE CONFLICT, VALUATION AND COMPLIANCE COMMITTEE OVERSEES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR BOARD MEMBERS AND KEY EMPLOYEES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE AUDIT COMMITTEE OVERSEES THE FORM 990 PREPARATION PROCESS BY ENSURING PROPER CONTROLS, POLICIES, PEOPLE AND RESOURCES ARE IN PLACE TO PRODUCE AN ACCURATE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation5THE MUNSON HEALTHCARE BOARD OF DIRECTORS (THE SYSTEM PARENT ORGANIZATION) HAS A STANDING CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE. THE CVC COMMITTEE IS COMPOSED OF INDEPENDENT BOARD AND COMMUNITY MEMBERS. THE CVC COMMITTEE IS DELEGATED AUTHORITY BY THE BOARD TO REVIEW AND APPROVE THE REASONABLENESS/FAIR MARKET VALUE OF FINANCIAL TRANSACTIONS/ARRANGEMENTS WITH DISQUALIFIED PERSONS. ANNUALLY, EACH BOARD MEMBER OF MUNSON HEALTHCARE AND ALL OF ITS SUBSIDIARY/CONTROLLED ENTITIES AND ALL MUNSON EXECUTIVES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE/QUESTIONNAIRE. THE RESPONSES TO THE DISCLOSURE/QUESTIONNAIRE ARE REVIEWED BY THE MUNSON LEGAL DEPARTMENT. ANY FINANCIAL ARRANGEMENTS/POTENTIAL CONFLICTS IDENTIFIED THROUGH THE DISCLOSURE/QUESTIONNAIRES ARE PRESENTED TO THE CVC COMMITTEE FOR ITS REVIEW AND DETERMINATION AS TO THE REASONABLENESS/FAIR MARKET VALUE.
IRS990ScheduleO/GeneralExplanation/Explanation6THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE THAT MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUAL COMPENSATION FOR MUNSON HEALTHCARE SYSTEM EXECUTIVES IS DETERMINED, IN PART, BY MEASURABLE PROGRESS TOWARD THE ORGANIZATION'S GOALS INCLUDING CONTINUED IMPROVEMENT IN CLINICAL QUALITY, COMMUNITY HEALTH, AND OPERATIONAL EFFICIENCIES. MUNSON HEALTHCARE'S INTENT FOR EXECUTIVE BASE COMPENSATION IS TO BE AT THE MEDIAN WHEN COMPARED TO LIKE-SIZE NON-PROFIT HOSPITALS AND HEALTHCARE SYSTEMS.
IRS990ScheduleO/GeneralExplanation/Explanation7COMPENSATION OF OTHER OFFICERS IS CONSISTENT WITH THAT OF THE TOP EXECUTIVES MUNSON HOME HEALTH AND MUNSON HEALTHCARE.
IRS990ScheduleO/GeneralExplanation/Explanation8THE MUNSON HOME HEALTH ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON THE MICHIGAN DEPARTMENT OF TREASURY WEBSITE. MUNSON HOME HEALTH DOES NOT MAKE THE BYLAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation9PARENT ORGANIZATION HAS FILED A SEPARATE RETURN
IRS990ScheduleO/GeneralExplanation/Explanation10MARK HEPLER, CFO, ALLOCATES 40% OF HIS TIME TO MUNSON HEALTHCARE, SYSTEM PARENT ORGANIZATION; 60% TO MUNSON MEDICAL CENTER; AND LESS THAN AN HOUR A WEEK TO THE REMAINING ORGANIZATIONS IN THE MUNSON HEALTHCARE SYSTEM IN HIS CAPACITY AS CFO FOR ALL MUNSON SYSTEM ORGANIZATIONS. KATHRINE GARTHE IS AN EMPLOYEE OF MUNSON MEDICAL CENTER AND DEVOTES 100% OF HER TIME TO THAT ORGANIZATION. SHARI WILSON IS AN EMPLOYEE OF MUNSON HEALTHCARE. SHE DEVOTES 10% OF HER TIME TO MUNSON HEALTHCARE AND 90% OF HER TIME TO MUNSON HOME HEALTH WHERE SHE IS PRESIDENT OF THAT ENTITY.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1CLASSES OF MEMBERS OR STOCKHOLDERS
IRS990ScheduleO/GeneralExplanation/Identifier2ELECTION OF MEMBERS AND THEIR RIGHTS
IRS990ScheduleO/GeneralExplanation/Identifier3DECISIONS SUBJECT TO APPROVAL OF MEMBERS
IRS990ScheduleO/GeneralExplanation/Identifier4ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier5ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier6COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier7COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier8GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier9GROUP RETURN METHOD
IRS990ScheduleO/GeneralExplanation/Identifier10RELATED ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference9FORM 990, PAGE 7, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference10FORM 990, PAGE 7, PART VII
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IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10MUNSON HC
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.00$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.00$0.00$0.00$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.00$0.75$0.75$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.00$2.40$2.40$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.23$0.23$0.00$2.77$2.77$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.00$2.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.00$2.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.00$2.47