Civic Intelligence

Spectrum Health System Group Return

990 • Fiscal year 2021 • EIN 61-1740292

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 07, 2022

221 Michigan St NE MC498Grand Rapids, MI 49503

(616) 391-2022

Siviq Scores

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

Liabilities / Assets

58th percentile

0.39x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.42x

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

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Net Margin

38th percentile

7.6%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$4,159,229

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Asset Growth

45th percentile

13%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

5.6%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2020 to 2021

Assets

Flat

$4,852,252,378

Flat from 2021

Net Assets

Flat

$2,944,265,307

Flat from 2021

Liabilities

Flat

$1,907,987,071

Flat from 2021

Revenue

Flat

$4,589,850,744

Flat from 2021

Expenses

Flat

$4,242,768,664

Flat from 2021

Net Income

Flat

$347,082,080

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$15B$10B$5.0B$0Assets 2014: $3,128,303,781Liabilities 2014: $1,219,027,208Net Assets 2014: $1,909,276,5732014Assets 2015: $2,339,607,766Liabilities 2015: $1,251,301,732Net Assets 2015: $1,088,306,0342015Assets 2016: $2,345,908,055Liabilities 2016: $1,214,185,163Net Assets 2016: $1,131,722,8922016Assets 2017: $2,434,924,975Liabilities 2017: $1,177,725,799Net Assets 2017: $1,257,199,1762017Assets 2018: $2,549,742,190Liabilities 2018: $1,176,332,583Net Assets 2018: $1,373,409,6072018Assets 2019: $2,644,725,310Liabilities 2019: $1,137,174,371Net Assets 2019: $1,507,550,9392019Assets 2020: $4,297,048,044Liabilities 2020: $1,600,300,299Net Assets 2020: $2,696,747,7452020Assets 2021: $4,852,252,378Liabilities 2021: $1,907,987,071Net Assets 2021: $2,944,265,3072021Assets 2021: $4,852,252,378Liabilities 2021: $1,907,987,071Net Assets 2021: $2,944,265,3072021Assets 2022: $10,007,679,811Liabilities 2022: $4,313,147,173Net Assets 2022: $5,694,532,6382022Assets 2023: $8,720,835,664Liabilities 2023: $3,474,735,743Net Assets 2023: $5,246,099,9212023Assets 2024: $6,785,966,188Liabilities 2024: $1,210,761,433Net Assets 2024: $5,575,204,7552024

Highlighted filing

2021

Assets$4,852,252,378
Liabilities$1,907,987,071
Net Assets$2,944,265,307

Operations Trend

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

$15B$10B$5.0B$0Revenue 2014: $2,599,756,748Expenses 2014: $2,385,512,895Net Income 2014: $214,243,8532014Revenue 2015: $2,763,166,156Expenses 2015: $2,532,008,520Net Income 2015: $231,157,6362015Revenue 2016: $3,046,771,758Expenses 2016: $2,845,440,897Net Income 2016: $201,330,8612016Revenue 2017: $3,103,801,907Expenses 2017: $2,975,971,215Net Income 2017: $127,830,6922017Revenue 2018: $3,273,546,056Expenses 2018: $3,164,544,697Net Income 2018: $109,001,3592018Revenue 2019: $3,523,706,223Expenses 2019: $3,358,421,391Net Income 2019: $165,284,8322019Revenue 2020: $4,346,400,464Expenses 2020: $4,044,586,828Net Income 2020: $301,813,6362020Revenue 2021: $4,589,850,744Expenses 2021: $4,242,768,664Net Income 2021: $347,082,0802021Revenue 2021: $4,589,850,744Expenses 2021: $4,242,768,664Net Income 2021: $347,082,0802021Revenue 2022: $9,673,192,506Expenses 2022: $9,483,521,499Net Income 2022: $189,671,0072022Revenue 2023: $10,374,249,146Expenses 2023: $10,229,587,760Net Income 2023: $144,661,3862023Revenue 2024: $11,491,275,449Expenses 2024: $11,221,374,806Net Income 2024: $269,900,6432024

Highlighted filing

2021

Revenue$4,589,850,744
Expenses$4,242,768,664
Net Income$347,082,080
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 7, 2022
Return Version
2021v4.2
Gross Receipts
$4,778,312,234
Mission and Program Overview

Mission

To improve the health of the communities we serve.

To improve health, inspire hope and save lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,046,070,790$2,079,608,207▲ $33,537,417
Savings and Temporary Cash Investments$706,854,010$1,059,771,252▲ $352,917,242
Accounts Receivable$432,647,930$506,312,640▲ $73,664,710
Investments in Publicly Traded Securities$433,285,517$481,558,753▲ $48,273,236
Inventories for Sale or Use$73,724,675$82,445,449▲ $8,720,774
Investments Program Related$85,252,316$48,758,806▼ $36,493,510
Pledges and Grants Receivable$37,850,940$36,061,633▼ $1,789,307
Cash and Non-Interest-Bearing Accounts$21,524,990$33,376,233▲ $11,851,243
Prepaid Expenses and Deferred Charges$39,821,609$22,193,093▼ $17,628,516
Intangible Assets$1,356,800$1,187,200▼ $169,600
Receivables From Officers Etc$34,159$0▼ $34,159
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0--
Loans From Officers Directors$0$0→ $0
Total Assets$4,297,048,044$4,852,252,378▲ $555,204,334
Other Assets Total$418,624,308$500,979,112▲ $82,354,804
Liabilities
Other Liabilities$531,360,982$804,814,093▲ $273,453,111
Tax Exempt Bond Liabilities$592,135,204$563,762,986▼ $28,372,218
Accounts Payable and Accrued Expenses$403,368,814$471,387,516▲ $68,018,702
Deferred Revenue$68,513,599$67,524,865▼ $988,734
Grants Payable$4,368,193$0▼ $4,368,193
Unsecured Notes Loans Payable$553,507$497,611▼ $55,896
Total Liabilities$1,600,300,299$1,907,987,071▲ $307,686,772
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,445,466,295$2,743,728,221▲ $298,261,926
Net Assets With Donor Restrictions$251,281,450$200,537,086▼ $50,744,364
Total Net Assets Fund Balance$2,696,747,745$2,944,265,307▲ $247,517,562
Total Liabilities and Net Assets / Fund Balance$4,297,048,044$4,852,252,378▲ $555,204,334

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,292,181,754$961,685,432$2,253,867,186
Equipment$326,686,906$856,330,174$1,183,017,080
Other Land Buildings$354,821,634$261,380,220$616,201,854
Land$97,381,158-$97,381,158
Leasehold Improvements$8,536,755$55,127,050$63,663,805
Other Assets Org$5,746,568--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$130,255,451$4,122,097▲ $15,215,729$4,483,045$145,110,232
2020$97,349,298$25,703,447▲ $11,573,893$4,371,187$130,255,451
2019$81,070,443$12,717,518▲ $5,317,813$1,756,476$97,349,298
2018$76,568,713$5,864,350▲ $1,792,632$3,155,252$81,070,443
2017$68,995,173$4,896,564▲ $5,379,790$2,702,814$76,568,713
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Div Chief, Peds-Cardiothoracic Surgery, SHHFT$1,026,566$204,763$1,231,329
-Physician, LhnsjFT$1,080,425$82,720$1,163,145
-Division Chief, Neurosurgery, SHMGFT$977,139$175,871$1,153,010
-Physician, Neurosurgery, SHMGFT$1,052,540$42,576$1,095,116
-SVP, Finance - Hospital & Medical GroupFT$527,316$346,402$873,718
-Former Interim Key Employee, Hdvch, ShhFT$541,105$267,545$808,650
-President, HDVCH, SHHFT$594,904$106,638$701,542
-Director, Lchw-$489,905$171,829$661,734
-See Schedule OFT$333,800$237,383$571,183
-President, SHPFT$302,834$217,929$520,763
-VP - Patient Care CNE, LhnsjFT$299,087$148,997$448,084
-Former Officer, ShhFT$264,020$141,954$405,974
-President, ShzFT$193,570$120,679$314,249
-President, SHF - Part YearFT$119,971$191,534$311,505
-President, SHFFT$188,692$61,729$250,421
-VP - Clinical Integration, Lhnsj - Part YearFT$83,999$103,529$187,528
-Former Key Employee, Hdvch, Shh-$161,628$161,628$161,628
-DIRECTOR OF BUSINESS & COMMUNITY OPs, HAHFT$108,903$41,395$150,298
-President, SHZ - Part YearFT$20,053$2,690$22,743

Board Members and Trustees

NameTitle
-Chair, SHF
-Vice Chair, Hah
-Vice Chair, Lchw
-Vice Chair, Lhf
-Vice Chair, SHF
-Director, Hah
-Director, Hah - Part Year
-Director, Lhf
-DIRECTOR, LHF - Part Year
-Director, SHF
-Former Treasurer, SHCC
-Secretary, SHF
-Secretary/treasurer, Hah
-Secretary/treasurer, Lchw
-SVP, Human Resources, LHNSJ
-Treasurer, SHF
-Treasurer-part Year/secretary, Lhf
-VP - Health Equity, Lhnsj
-VP - Information Services, Lhnsj
-VP - Legal & General Counsel, Lhnsj

Highest Paid Contractors

ContractorServicesLocationCompensation
The Christman CompanyConstruction634 FRONT AVE NW, Grand Rapids, MI 49504$41,498,130
TraneMaintenance3600 PAMMEL CREEK RD, La Crosse, WI 54601$17,270,014
Siemens Medical Solutions INCMedical Equipment51 VALLEY STREAM PARKWAY, Malvern, PA 19355$15,282,592
Intuitive SurgicalMedical Equipment1020 KIFER RD, Sunnyvale, CA 94086$11,102,260
Emergency Care Specialists PCMedical Services4100 EMBASSY DR SE 400, Grand Rapids, MI 49546$8,540,055
Revenue and Support

Revenue Composition

Contributions and Grants
$116,090,931
Program Service Revenue
$4,401,146,222
Investment Income
$54,018,968
Other Revenue
$18,594,623
All Other Contributions
$31,771,754
Change in Net Assets
$347,082,080

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$908,207Market value
Real Estate Commercial1$875,000Market value
Other Non Cash Contri Table22$78,412Market value
Other Non Cash Contri Table31$15,541Market value
Clothing and Household Goods-$12,011Market value
Other Non Cash Contri Table165$11,823Market value
Other Non Cash Contri Table102$5,160Market value
Food Inventory23$3,133Market value
Works of Art2$588Market value
Books and Publications-$170Market value
Total Noncash Contributions362$1,910,045-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,140,417,634
Salaries, Compensation, and Employee Benefits$2,097,497,804
Grants and Similar Amounts Paid$4,853,226
Total Fundraising Expense$1,384,337
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,572,330,605$94,290,582$812,238$1,667,433,425
Other Employee Benefits$221,502,206$3,925,151$83,194$225,510,551
Depreciation Depletion$139,963,448$73,302,874$7,015$213,273,337
Fees for Services Other$131,092,196$5,511,880$58,271$136,662,347
Occupancy$113,402,019$18,977,625$29,852$132,409,496
Payroll Taxes$104,750,979$5,829,754$55,316$110,636,049
Other Expenses$95,301,059$63,302,641$25,991$95,301,059
Pension Plan Contributions$58,365,592$4,019,714$33,441$62,418,747
Office Expenses$39,137,883$1,759,777$35,980$40,933,640
Insurance$10,255,459$25,103,928$1,830$35,361,217
Current Officers, Directors, Trustees, and Key Employees$27,260,350$2,033,927-$29,294,277
All Other Expenses$19,879,982$4,835,532$124,032$24,839,546
Interest$10,851,342--$10,851,342
Information Technology$6,981,208$2,397,579$45,066$9,423,853
Grants to Domestic Orgs$4,818,476--$4,818,476
Travel$3,926,448$221,172$9,997$4,157,617
Conferences and Meetings$3,736,676$135,663$1,289$3,873,628
Comp Disqual Persons$2,043,976$160,779-$2,204,755
Advertising$1,419,074$131,207$46,815$1,597,096
Fees for Services Legal-$926,052-$926,052
Grants to Domestic Individuals$34,750--$34,750
Fees for Services Accounting-$2,376-$2,376
Total Functional Expenses$3,934,227,399$307,156,928$1,384,337$4,242,768,664
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BHSH SystemGrand Rapids, MI501(c)(3)General Support$903,518
Cherry Street Health ServicesGrand Rapids, MI501(c)(3)Increased Access Dental Services$434,000
Dwelling Place Of Grand RapidsGrand Rapids, MI501(c)(3)Racial Health Equity Investment$320,000
City Of Grand RapidsGrand Rapids, MIGovernmental EntityRacial Health Equity Investment$300,000
The DiatribeGrand Rapids, MI501(c)(3)Racial Health Equity Investment$250,000
Grandville Avenue Arts & HumanitiesGrand Rapids, MI501(c)(3)After School Arts and Library$225,000
LifeQuest Urban Outreach CenterGrand Rapids, MI501(c)(3)Racial Health Equity Investment$225,000
Community RebuildersGrand Rapids, MI501(c)(3)Racial Health Equity Investment$200,000
Community Food ClubGrand Rapids, MI501(c)(3)Community Food Club$120,000
Exalta HealthGrand Rapids, MI501(c)(3)Breaking Wellness Barriers & Covid Relief Stability funds$120,000
Community Healing CentersKalamazoo, MI501(c)(3)General Support$100,000
Refugee Education CenterKentwood, MI501(c)(3)Program to support refugees in journey towards becoming fully participating members of community.$100,000
Michigan Community Health Worker AllianceTroy, MI501(c)(3)Institutional support for CHW Policy work$90,000
Access of West MichiganGrand Rapids, MI501(c)(3)Nutritional Options for Wellness Program$80,000
Family OutreachGrand Rapids, MI501(c)(3)Covid Relief Stability funding$80,000
Arbor Circle CorporationGrand Rapids, MI501(c)(3)Familias Fuertes y Saludables (FFS) (Strong & Healthy Families) & Covid Relief Stability funding$70,000
True North Community ServicesFremont, MI501(c)(3)access to funding for clients urgent needs$60,000
D A Blodgett For ChildrenGrand Rapids, MI501(c)(3)Fostering Mental Health and Awareness: Encouraging Healthy Latinx Women and Children$58,000
Healthnet of West MI DBA Kent Health PlanGrand Rapids, MI501(c)(3)FitKids360 & Covid Relief Stability Funding$55,000
Boys & Girls Club of Benton HarborBenton Harbor, MI501(c)(3)General Support$50,000
Housing Stability AllianceGrand Rapids, MI501(c)(3)Support to develop an equitable housing system for all residents in Kent County$50,000
Michigan's Great Southwest StrategicBenton Harbor, MI501(c)(3)General Support$50,000
New Heights Christian Community Development AssociationSt Joseph, MI501(c)(3)General Support$50,000
Calvin UniversityGrand Rapids, MI501(c)(3)Mens focus groups around mental health$44,527
Bethany Christian ServicesGrand Rapids, MI501(c)(3)General Support$40,000
Boys & Girls Clubs of Grand Rapids Youth CommonwealthGrand Rapids, MI501(c)(3)Learning Assistance Program$40,000
Grand Rapids Urban LeagueGrand Rapids, MI501(c)(3)Support to empower African Americans and other minoritiesto achieve economic self-reliance, parity and civil rights.$40,000
Literacy Center Of West MiGrand Rapids, MI501(c)(3)General Support$40,000
Realism is LoyaltyGrand Rapids, MI501(c)(3)Each one teach one, Intensive Mentoring Program$40,000
Kingdom Life MinistiriesGrand Rapids, MI501(c)(3)Deborah House Project$35,000
Baxter Community CenterGrand Rapids, MI501(c)(3)Full Day School Age Care and Academic Support$30,000
Friends Of Grand Rapids ParksGrand Rapids, MI501(c)(3)Park Restoration$30,000
Linc UpGrand Rapids, MI501(c)(3)South Side Affordable Housing Project$30,000
SamaritasGrand Rapids, MI501(c)(3)General Support$30,000
Women'S Resource CenterGrand Rapids, MI501(c)(3)Support for program to address issues faced by women in the workforce.$30,000
Krasel Art CenterSt Joseph, MI501(c)(3)General Support$27,737
Grand Rapids African American Health InstituteGrand Rapids, MI501(c)(3)Black Male Diabetes Empowerment Network & Strong Fathers$27,500
Early Learning NeighborhoodGrand Rapids, MI501(c)(3)Program to implement early childhood education service to create high quality early care and education in vulnerable neighborhoods.$25,000
Healthy Homes CoalitionGrand Rapids, MI501(c)(3)Breathe Easy Asthma Project$25,000
National Kidney FoundationAnn Arbor, MI501(c)(3)Programa de Prevencion de la Diabetes$25,000
United Methodist Community HouseGrand Rapids, MI501(c)(3)Support for general programs offering opportunites to children, youth, adults, seniors, and families in Grand Rapids to increase opportunities to succeed.$25,000
YmcaGrand Rapids, MI501(c)(3)Chronic Disease Prevention through the YMCA Weight Loss Program and Community Fitness Classes$25,000
Alternative DirectionsGrand Rapids, MI501(c)(3)Program to assist offenders in leading successful crime-free lives in the community.$20,000
Catherines Health CenterGrand Rapids, MI501(c)(3)Improving Health Equity by Removing Barriers to Care & Covid Relief Stability funding$20,000
Grand Rapids Community FoundationGrand Rapids, MI501(c)(3)Work towards inclusive and equitable West Michigan.$20,000
Grow - Women's Business CenterGrand Rapids, MI501(c)(3)Support to create a more empowered and equitable West Michigan through opportunities for small business ownership.$20,000
No Surrender Running ClubGrand Rapids, MI501(c)(3)Support to empower Grand Rapids youth to achieve great things using running, goal setting, and meaningful relationship building as tools!$20,000
Start Garden LLCGrand Rapids, MI501(c)(3)General Support$18,000
YmcaNiles, MI501(c)(3)General Support$17,823
Court Appointed Special Advocates (CASA) of Southwest Michigan IncBenton Harbor, MI501(c)(3)General Support$16,480
Kaleidoscope Evaluation LLCGrand Rapids, MI501(c)(3)Strong Beginnings PFS Play Book$15,000
Michigan Advocacy ProgramYpsilanti, MI501(c)(3)Public policy coordination for Immigrant Rights and Immigrant Access$15,000
United Way of Southwest MichiganSt Joseph, MI-General Support$12,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$253,207
Fundraising Direct Expenses$133,749
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reflections$167,566$65,800$4,991$60,809
Ludington Benefit Ball$79,075$10,275$16,630$-6,355
Total Events$575,633$253,207$133,749$119,458
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-FamilyLhnsj-see Sch L, Part VNo$971,374
-FamilyShmg-see Sch L, Part VNo$316,968
-FamilyLhnsj-see Sch L, Part VNo$303,706
-BusinessShh-see Sch L, Part VNo$177,378
-BusinessShmg-see Sch L, Part VNo$116,117
-FamilyLhnsj-see Sch L, Part VNo$103,131
-FamilyShz-see Sch L, Part VNo$96,508
-FamilyLhnsj-see Sch L, Part VNo$89,118
-FamilyLhnsj-see Sch L, Part VNo$88,588
-FamilyShh-see Sch L, Part VNo$75,802
-FamilyLhnsj-see Sch L, Part VNo$60,923
-FamilyLhnsj-see Sch L, Part VNo$41,501
-FamilyShmg-see Sch L, Part VNo$33,310
-FamilyShh-see Sch L, Part VNo$23,826

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$34,159$0▼ $34,159
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliates$583,117,044
Lease Liabilities$103,130,710
Third Party Settlement$94,976,711
Interest Rate SWAPS$14,309,187
Other Liabilities$9,280,441

Bond Issues

BondIssuerIssuedIssue PricePurpose
DKent Hospital Finance Authority (2008A & 2008B)2008-04-15$471,211,0012001B, 2007A & 2007B Refunding Bond
AKent Hospital Finance Authority (2011AB)2011-06-22$212,859,6392005B & 2008B1 Revenue Refunding Bonds
AKent Hospital Finance Authority (2014AB)2014-01-15$111,850,0002008A2 ZCH 2010 Gerber 2002 & 2007 Revenue Refunding Bonds
BKent Hospital Finance Authority (2015A)2015-01-13$78,400,000Revenue Refunding Bonds
BKent Hospital Finance Authority (2008C)2008-09-09$67,200,0001998B Refunding Bond
CKent Hospital Finance Authority (2012A)2018-10-24$56,490,0002012A Revenue refunding Bonds - reissued (2008A1 & 2008B2 Revenue Refunding Bonds)
CKent Hospital Finance Authority (2017A)2019-03-21$56,490,000Revenue Refunding Bonds (2017A Reissuance)
AHospital Authority of The City of St Joseph (MI)2006-01-26$50,000,000Facility construction and improvements
DHospital Authority of The City of St Joseph (MI)2003-12-17$41,525,000Refund bonds issued 1/13/1994 and facility construction and improvements
BHospital Authority of The City of St Joseph (MI)2012-09-06$8,500,000New facility construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
D$471,211,001$455,125,716$421,211,001$2,528,820
A$212,859,639$161,500,000$109,089,639$1,359,065
A$111,850,000$111,605,000$14,365,000$245,000
B$78,400,000$77,520,000$0$880,000
B$67,200,000$67,200,000$47,000,000$0
C$56,490,000$56,490,000$0$0
C$56,490,000$56,490,000$0$0
A$52,613,405-$16,963,405$467,500
D$41,643,043-$20,918,043$193,091
B$8,500,000-$1,870,000$105,875

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 16A JOINT VENTURES

The following organizations included in the group return participate in joint ventures with taxable entities: spectrum health hospitals (ein 38-1360529)

Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS

The organization has board members and officers that serve together on the boards of tax-exempt organization across bhsh system.

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

SHH - MS. CHRISTINA FREESE DECKER, and Mr. PRAVEEN THADANI - Business relationship

Form 990, Part VI, Line 4 Significant changes to organizational documents

SPECTRUM HEALTH CONTINUING CARE AMENDED ITS ARTICLES OF INCORPORATION TO ADD A NEW ENTITY AND REMOVE A MERGED AWAY ENTITY FROM ITS LIST OF SUPPORTED ORGANIZATIONS. LAKELAND REGIONAL HEALTH SYSTEM AMENDED ITS BYLAWS TO SPECIFY THAT BHSH SYSTEM IS NOT REQUIRED TO APPOINT ITS REPRESENTATIVES TO THE LAKELAND REGIONAL HEALTH SYSTEM BOARD. HOSPICE AT HOME, INC. AMENDED AND RESTATED THE ENTIRETY OF THEIR BYLAWS to conform to a form of bylaws adopted by other entities within the organization. Almost all aspects of the bylaw were changed by these restated bylaws. MERCY MEMORIAL HEALTH SERVICES, INC. AMENDED AND RESTATED THE ENTIRETY OF THEIR BYLAWS to conform to a form of bylaws adopted by other entities within the organization. Almost all aspects of the bylaw were changed by these restated bylaws.

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

Bhsh system (ein 38-3382353), a michigan nonprofit corporation, is the ultimate sole member for all of the subordinates included in the group filing.

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

Bhsh system (ein 38-3382353), the ultimate sole member for all of the subordinates included in the group filing, appoints the members of the board for each respective organization.

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

BHSH SYSTEM, AS THE SOLE MEMBER FOR ALL OF THE SUPPORTED ORGANIZATIONS INCLUDED IN THE GROUP FILING, HAS RETAINED CERTAIN RESERVED POWERS IN THE ORGANIZATION EXCLUSIVELY, WHICH SHALL NOT BE DEEMED AUTHORIZED UNLESS AND UNTIL APPROVED BY THE SOLE MEMBER: -Amendment of the Articles of Incorporation or Bylaws of the supported organization; -Election and/or removal of the members of the supported organization's Board of Directors; -Election and/or removal of the supported organization's Chairperson of the Board of Directors; -Hiring, discharge, and evaluation of the supported organization's President; -Adoption of the supported organization's strategic plan; -Adoption of the supported organization's annual operating and capital budgets and any amendments to such budgets in excess of the Authority Matrix Amount; -All capital expenditures by the supported organization in excess of the amount which would require approval by the supporting organization (the "Authority Matrix Amount"); -All borrowings or guarantees of indebtedness by the supported organization (or any entity controlled by the supported organization through ownership or membership interest); -All lending by the supported organization (or any subsidiary) to persons other than the supporting organization or a subsidiary in excess of the Authority Matrix Amount; -The supported organization's or any subsidiary's investments of cash and/or reserves, whether on an individual basis or as part of a pooled investment strategy; -Any merger or consolidation of the supported organization (or any subsidiary), or any other change in ownership percentages, control, or capital structure; -The creation of any entity controlled, directly or indirectly, by the supported organization; -The sale or transfer of more than ten percent (10%) of the assets of the supported organization (or any subsidiary) to any person or entity not controlled by the supporting organization; -Dissolution of the supported organization or any subsidiary; -The selection, retention, and oversight of the outside auditors for the supported organization (or any subsidiary); and -Any other approval for which supporting organization approval is required by law. In addition to these reserved powers of the supporting organization listed above, the supporting organization has the authority to adopt system-wide policies and procedures.

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

A copy of the Form 990 is provided to the Board of Directors prior to filing. The review process for this Form 990 is as follows: 1. Preparation of the return is supervised and reviewed by the Organization's Corporate Tax Manager. 2. A second review is performed by an external CPA firm with expertise in tax-exempt return preparation. 3. The return is reviewed by the Organization's finance and legal departments (including the Chief Financial Officer, Chief Legal Officer and Corporate Controller) and shared with the members of the Finance and audit Committee and Board of Directors. 4. The Organization's Chief Financial Officer reviews comments or questions received from members of the Board of Directors, if any, to address or to incorporate, as appropriate, into the return prior to filing.

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

BOARD OF DIRECTORS 1. Conflicts of interest must be disclosed, VIA AN ANNUAL ELECTRONIC DISCLOSURE PROCESS and verbally at each board and board committee meeting as part of the "declaration of conflict of interest" prior to discussion of any agenda items. 2. A person having a financial interest in a proposed transaction or arrangement may make a presentation at a meeting of the board or committee which is considering that transaction or arrangement, but after that presentation he/she shall leave the meeting before discussion and voting on that proposed transaction or arrangement. The person having the financial interest shall not be counted in determining whether a quorum is present. 3. The chairperson of the board or the committee chair shall, if appropriate, appoint a disinterested person or committee (including outside advisors) to investigate alternatives to the proposed transaction or arrangement, and to advise whether the proposed transaction or arrangement is in the organization's best interest. 4. The board or committee shall exercise due diligence to determine whether the organization can, with reasonable efforts, obtain a more advantageous transaction or arrangement that would not give rise to a conflict of interest. 5. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board or committee shall determine by a majority vote of the disinterested directors and members whether the proposed transaction or arrangement is in the organization's best interest and for its own benefit and whether the transaction is fair and reasonable to the organization, and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. 6. The minutes of the meetings of the board and all of the organization's committees shall set forth: a) The names of the persons who disclosed a financial interest in a proposed transaction or arrangement involving the organization or any of its subsidiaries and the nature of the financial interest; and b) The names of the persons who were present for discussions and votes relating to such transaction or arrangement, including any discussion of alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection with that matter. The votes of individual members need not be recorded unless otherwise directed by the Board of Directors or committee. 7. There is an ongoing requirement that members of the board and board committees update their annual disclosure questionnaire at any point during his/her tenure on the board of directors when a new potential conflict of interest arises. MANAGEMENT 1. Upon acceptance of an employment offer, each member of management (directors and above) complete a conflict-of-interest disclosure questionnaire. A copy of the member of management's disclosure questionnaire is sent to the organization's System Compliance Department. A copy of the member of management's disclosure is reviewed by the organization's Compliance Operations Analyst and escalated to the appropriate Executive Leadership Team, if necessary. 2. Annually, each member of management (directors and above) completes an annual conflict of interest disclosure questionnaire electronically. If there is an affirmative disclosure, the questionnaire is reviewed by the appropriate Executive Leadership Team. 3. There is an ongoing requirement to update the disclosure questionnaire when a new potential conflict of interest arises. Updated disclosures follow the same process as initial disclosures described above. 4. The conflicts of interest committee, in consultation with executive management, determines how reported conflicts should be managed . Management of a conflict may take a variety of different forms from implementation of a management plan to requiring that the member of management cease the activity creating the conflict or

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The BHSH System Board of Directors (through its Compensation Committee) uses the following process for determining compensation of the top management officials, other officers, and key employees at Spectrum Health. Labor market data reflecting comparable organizations and jobs (prepared by independent firms) are relied upon in setting compensation levels. Competitive assessment reports are provided to the Compensation Committee in advance of meetings. The competitive assessment report is prepared by a nationally known independent executive compensation firm. For CY 2021 (1/1/21-12/31/21), the following surveys, prepared by independent firms, were the primary sources referenced to obtain market data for the review: Aon: 2020 Total Compensation Measurement Survey: Financial Services Survey * BDO: 2020 USA Health Insurance Plans Survey * Integrated Healthcare Strategies: 2020 National Healthcare Leadership Compensation Survey * Mercer: 2020 IHN Healthcare Compensation Survey * Mercer: 2020 IHN Health Plan Compensation Survey * Sullivan Cotter Associates: 2020 Manager and Executive Compensation in Hospitals and Health Systems Survey In addition, three general industry surveys were referenced: * Aon: 2020 Total Compensation Measurement Survey: General Industry * Mercer: 2020 US Executive Remuneration Suite * Willis Towers Watson: 2020 Executive Compensation Survey In addition to the above data sources, the Compensation Committee approved the creation of a custom peer group of high performing integrated health systems to ensure robust data and a relevant comparator universe. The peer group organizations are approved by the Compensation Committee and consists of healthcare systems similar in revenue size, market competitors, high performers, financially stable as indicated by bond rating and that follow a similar strategy (multi-site systems, health plans). Data for the peer group organizations is compiled by the independent executive compensation firm. Compensation adjustments are approved by Compensation Committee members, consistent with the Spectrum Health compensation philosophy described below. Minutes of Committee discussions and decisions are prepared to memorialize Compensation Committee decisions based upon the above data. Cash compensation data relied upon by the Compensation Committee is national and reflects the compensation paid to executives in comparable jobs in comparably-sized health care and / or health insurance organizations. Spectrum Health recruits nationally for its executives. Benefits data reflect national health care / health insurance market practices. This process is intended to assist Spectrum Health in qualifying for the rebuttable presumption of reasonableness (Intermediate Sanctions Regulations) and complying with the potential Spectrum Health Excess Benefit Transaction Policy for those individuals in the group who are disqualified persons. The opinion submitted from the third party independent consulting firm is in accordance with the provisions of Treasury Regulations Section 53.4958-6(c)(2) and is also intended to satisfy the professional advice requirement of Treasury Regulations Section 53.4958-1(d)(4)(iii).

Form 990, Part VI, Line 15B Process to establish compensation of other employees

See explanation provided for Form 990, Part VI, Line 15A.

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

The organization's Articles of Incorporation have been provided to the State of Michigan and are available to the public on the State's website. The organization's Bylaws and internal policies are generally not made available to the public. The overall system consolidated financial statements are provided at https://www.spectrumhealth.org/about-us/value-and-transparency within subsection "Value and Transparency" located under subsection "Quality & Safety".

Form 990, Part VII, Section A Reported Compensation and Hours

The compensation reported for employees of the organization is not for services in their capacity as members of the board of directors but for services as employees of the health system. Certain directors were paid reasonable compensation for their services as members of the board. Employees with compensation reported in part vii work a combined average of 50 hours per week for the health system.

Form 990, Part VII, Section A Compensation of Directors

Based on external opinion by Sullivan Cotter and Associates, Inc., BHSH System compensates board members in a manner that is reasonable in relation to market data. Board of directors compensation is continually reviewed to confirm compensation falls within reasonable limits. Any compensation amount is treated as taxable to the board member and is reported and provided to them on Form 1099.

Form 990, Part VII, Section A ELMOUCHI, DARRYL, MD ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Primary Care Partners , Title: President, SHMG, AverageHours: 22.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Hospitals, Title: Director / President, SHH, AverageHours: 22.000; IndividualTrusteeOrDirectorOfficer Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A HAMEL, LOREN, MD ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: DIRECTOR, LHF, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Mercy Memorial Health Services, Inc., Title: PRESIDENT, MMHS, AverageHours: 5.000; Officer Organization Name: Lakeland Regional Health System, Inc., Title: PRESIDENT, LRHS, AverageHours: 8.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: PRESIDENT, LHNSJ, AverageHours: 10.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Specialty Hospital at Berrien Center, Title: PRESIDENT, LSHBC, AverageHours: 1.000; Officer

Form 990, Part VII, Section A BRASSER, BRIAN ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: SVP, Chief Operating Officer, SHH, AverageHours: 50.000; Officer Organization Name: Spectrum Health Kelsey, Title: Former President, SHK, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health United, Title: Former President, SHU, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Tuttle, Chad ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Continuing Care(Former), Title: Former President, SHCC, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer Organization Name: Visiting Nurse Services of Western Michigan, Title: President, VNS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Continuing Care Center, Title: President, SHCCC, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Worth Services, Title: President, SHWS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health - Leffingwell Avenue, Title: President, SHLA, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Hospitals, Title: SVP, SHWM Hospital / Post Acute Ops, AverageHours: 46.000; Officer

Form 990, Part VII, Section A HAMEL, LOWELL, MD ADDITIONAL POSITIONS HELD

Organization Name: Hospice at Home, Inc., Title: DIRECTOR, HAH, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: CHIEF OPERATING OFFICER & CHIEF CLINICAL OFFICER, LHNSJ, AverageHours: 48.000; Officer Organization Name: Lakeland Community Hospital Watervliet, Title: DIRECTOR, LCHW, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A KONOPACKI, PAUL ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: VP - FINANCE & CFO, LHNSJ, AverageHours: 15.000; Officer Organization Name: Lakeland Community Hospital Watervliet, Title: VP - FINANCE & CFO, LCHW , AverageHours: 10.000; Officer Organization Name: Lakeland Regional Health System, Inc., Title: VP - FINANCE & CFO, LRHS, AverageHours: 15.000; Officer Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: VP - FINANCE & CFO, LHF, AverageHours: 5.000; Officer Organization Name: Mercy Memorial Health Services, Inc., Title: Treasurer, MMHS, AverageHours: 4.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Primary Care Partners (Former), Title: FORMER SVP, FINANCE, SHMG, AverageHours: 0.000; Officer Organization Name: Lakeland Specialty Hospital at Berrien Center, Title: VP - FINANCE & CFO, LSHBC , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Fitzgerald, Robert, MD ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 44.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Schuen, John, MD ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 44.500; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A PATER, MARY ANN ADDITIONAL POSITIONS HELD

Organization Name: Mercy Memorial Health Services, Inc., Title: SECRETARY, MMHS - PART YEAR, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Specialty Hospital at Berrien Center, Title: SECRETARY, LSHBC - PART YEAR, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: VP - LEGAL & GENERAL COUNCIL, LHNSJ - PART YEAR, AverageHours: 48.000; Officer

Form 990, Part VII, Section A CRUSE, RAY ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Community Hospital Watervliet, Title: PRESIDENT, LCHW, AverageHours: 25.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: VP - STRATEGY & HOSPITALITY, LHNSJ/PRESIDENT,LCHW, AverageHours: 24.000; Officer Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: DIRECTOR, LHF, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Beg, Simin ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 40.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health - Leffingwell Avenue, Title: Chair, SHLA, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Visiting Nurse Services of Western Michigan, Title: Chair, VNS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Worth Services, Title: Chair, SHWS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Continuing Care Center, Title: Chair, SHCCC, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A GRUBER, MELINDA ADDITIONAL POSITIONS HELD

Organization Name: Hospice at Home, Inc., Title: PRESIDENT, HAH, AverageHours: 20.000; IndividualTrusteeOrDirectorOfficer Organization Name: Mercy Memorial Health Services, Inc., Title: CHAIR, MMHS, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Specialty Hospital at Berrien Center, Title: CHAIR, LSHBC, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: VP - POST ACUTE CARE SERVICES, LHNSJ/INTERIM PRESIDENT, LHF, AverageHours: 20.000; Officer Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: INTERIM PRESIDENT & TREASURER, LHF, AverageHours: 6.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Ferrell-Robinson, Lynnette ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Chair, SHH, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Newaygo County General Hospital Association, Title: Chair, SHGM, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Memorial Medical Center of West Michigan, Title: Chair, SHL, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Mecosta County Medical Center, Title: Chair, SHBR , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Reed City Hospital Corporation, Title: Chair, SHRC, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Pennock Hospital, Title: Chair, SHP , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health United, Title: Chair, SHU , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Kelsey, Title: Chair, SHK , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Zeeland Community Hospital, Title: Chair, SHZ , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Continuing Care, Title: Chair, SHCC, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Primary Care Partners , Title: Chair, SHMG, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A TODMAN, MICHAEL ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: VICE CHAIR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: VICE CHAIR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A HOPP, DANIEL ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: CHAIR, LRHS, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: CHAIR, LHNSJ, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Watson, Sam ADDITIONAL POSITIONS HELD

Organization Name: Pennock Hospital, Title: Vice Chair, SHP, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Hospitals, Title: Vice Chair, SHH , AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Newaygo County General Hospital Association, Title: Vice Chair, SHGM, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Memorial Medical Center of West Michigan, Title: Vice Chair, SHL, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Mecosta County Medical Center, Title: Vice Chair, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Reed City Hospital Corporation, Title: Vice Chair, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health United, Title: Vice Chair, SHU, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Kelsey, Title: Vice Chair, SHK, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Zeeland Community Hospital, Title: Vice Chair, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Continuing Care, Title: Vice Chair, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Primary Care Partners , Title: Vice Chair, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Wilson, Mark ADDITIONAL POSITIONS HELD

Organization Name: Zeeland Community Hospital, Title: Treasurer, SHZ , AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Hospitals, Title: Treasurer, SHH, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Newaygo County General Hospital Association, Title: Treasurer, SHGM, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Memorial Medical Center of West Michigan, Title: Treasurer, SHL, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Mecosta County Medical Center, Title: Treasurer, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Reed City Hospital Corporation, Title: Treasurer, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Pennock Hospital, Title: Treasurer, SHP, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health United, Title: Treasurer, SHU, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Kelsey, Title: Treasurer, SHK, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Continuing Care, Title: Treasurer, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Primary Care Partners , Title: Treasurer, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Haney, Donald ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: OTHER COMPENSATION, AverageHours: 1.000; Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A ALLEN, TERRENCE ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: SECRETARY, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: SECRETARY, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A SCHAFFER, DAVID ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: TREASURER, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: TREASURER, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A VANLANDINGHAM, CHRISTINE ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Community Hospital Watervliet, Title: CHAIR, LCHW, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A WALES, DANA ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: CHAIR, LHF, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A DASCENZO, DENNIS ADDITIONAL POSITIONS HELD

Organization Name: Hospice at Home, Inc., Title: CHAIR, HAH, AverageHours: 2.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A FREESE DECKER, CHRISTINA ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Hospitals, Title: Director, SHH, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Spectrum Health Foundation, Title: Director, SHF, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A THADANI, PRAVEEN ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A GIELDA, BEN, MD ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ/PHYSICIAN, AverageHours: 49.000; IndividualTrusteeOrDirector Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Waalkes, Annica ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 44.500; Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Bragg, Talawnda ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Primary Care Partners , Title: For Compensation Reporting only, AverageHours: 48.000; Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Hospitals, Title: OTHER COMPENSATION, AverageHours: 0.000; Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A MANCINI, MICHELINO ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, PRESIDENT OF MEDICAL STAFF, LHNSJ, AverageHours: 49.000; IndividualTrusteeOrDirector Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A JOHNSON, DEBRA ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: FOR COMPENSATION REPORTING ONLY, AverageHours: 49.000; Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: DIRECTOR, LHF, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Torres, Johannie ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 24.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A BRITTEN, NICKI ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS - Part Year, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ - Part Year, AverageHours: 49.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A PAYNE, WILLIAM ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Buckley, John, Jr. ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Port, Christopher, MD ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Molewyk Doornbos, Mary ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Pink, Bill ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Hofman, Ronald, MD ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Thompson, Sheryl ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Wynn, Barbara, MD ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Other Compensation, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Kooyers, Kyle ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Hospitals, Title: OTHER COMPENSATION, AverageHours: 1.000; Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A DeVos, Richard, III ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Director, SHH , AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Newaygo County General Hospital Association, Title: Director, SHGM , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Memorial Medical Center of West Michigan, Title: Director, SHL, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Mecosta County Medical Center, Title: Director, SHBR, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Reed City Hospital Corporation, Title: Director, SHRC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Pennock Hospital, Title: Director, SHP , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health United, Title: Director, SHU, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Kelsey, Title: Director, SHK, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Zeeland Community Hospital, Title: Director, SHZ, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care, Title: Director, SHCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Primary Care Partners , Title: Director, SHMG, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Byrne, John ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Coffey-Hoag, Ryan ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Haynes, Nancy ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Lozano-Buhl, Erika ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Other Compensation, AverageHours: 1.000; Organization Name: Spectrum Health - Leffingwell Avenue, Title: Director, SHLA, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Visiting Nurse Services of Western Michigan, Title: Director, VNS , AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Worth Services, Title: Director, SHWS, AverageHours: 0.500; IndividualTrusteeOrDirector Organization Name: Spectrum Health Continuing Care Center, Title: Director, SHCCC, AverageHours: 0.500; IndividualTrusteeOrDirector

Form 990, Part VII, Section A FRENCH, JERRY ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Health Foundation Benton Harbor/St Joseph, Title: DIRECTOR, LHF, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A HEENAN, GEORGE, MD ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A MARTIN, CAREY ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A YEAGER, THOMAS ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A SMITH, SCOTT ADDITIONAL POSITIONS HELD

Organization Name: Lakeland Community Hospital Watervliet, Title: DIRECTOR, LCHW, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Regional Health System, Inc., Title: DIRECTOR, LRHS, AverageHours: 1.000; IndividualTrusteeOrDirector Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: DIRECTOR, LHNSJ, AverageHours: 1.000; IndividualTrusteeOrDirector

Form 990, Part VII, Section A Boonstra, Martha ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals, Title: Secretary, SHH , AverageHours: 45.000; Officer Organization Name: Newaygo County General Hospital Association, Title: Secretary, SHGM , AverageHours: 0.500; Officer Organization Name: Memorial Medical Center of West Michigan, Title: Secretary, SHL, AverageHours: 0.500; Officer Organization Name: Mecosta County Medical Center, Title: Secretary, SHBR, AverageHours: 0.500; Officer Organization Name: Reed City Hospital Corporation, Title: Secretary, SHRC, AverageHours: 0.500; Officer Organization Name: Pennock Hospital, Title: Secretary, SHP, AverageHours: 0.500; Officer Organization Name: Spectrum Health United, Title: Secretary, SHU, AverageHours: 0.500; Officer Organization Name: Spectrum Health Kelsey, Title: Secretary, SHK, AverageHours: 0.500; Officer Organization Name: Zeeland Community Hospital, Title: Secretary, SHZ, AverageHours: 0.500; Officer Organization Name: Spectrum Health Continuing Care, Title: Secretary, SHCC, AverageHours: 0.500; Officer Organization Name: Spectrum Health Primary Care Partners , Title: Secretary, SHMG, AverageHours: 0.500; Officer

Form 990, Part VII, Section A Leslie, Andrea ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health United, Title: President, SHU, AverageHours: 13.000; Officer Organization Name: Spectrum Health Kelsey, Title: President, SHK, AverageHours: 12.000; Officer Organization Name: Mecosta County Medical Center, Title: President, SHBR, AverageHours: 13.000; Officer Organization Name: Reed City Hospital Corporation, Title: President, SHRC, AverageHours: 12.000; Officer Organization Name: Spectrum Health Hospitals, Title: For Compensation Reporting only, AverageHours: 0.000;

Form 990, Part VII, Section A Dostal, Drew ADDITIONAL POSITIONS HELD

Organization Name: Newaygo County General Hospital Association, Title: President, SHGM, AverageHours: 25.000; Officer Organization Name: Memorial Medical Center of West Michigan, Title: President, SHL, AverageHours: 25.000; Officer Organization Name: Spectrum Health Hospitals, Title: For Compensation Reporting only, AverageHours: 0.000;

Form 990, Part VII, Section A Pakkala, Karen ADDITIONAL POSITIONS HELD

Organization Name: Visiting Nurse Services of Western Michigan, Title: Secretary / Treasurer, VNS, AverageHours: 1.000; Officer Organization Name: Spectrum Health Worth Services, Title: Secretary / Treasurer, SHWS, AverageHours: 1.000; Officer Organization Name: Spectrum Health Continuing Care, Title: PRESIDENT, SHCC, AverageHours: 48.000; Officer

Form 990, Part VII, Section A TROYER, KENDALL ADDITIONAL POSITIONS HELD

Organization Name: Mercy Memorial Health Services, Inc.(Former), Title: FORMER TREASURER, MMHS, AverageHours: 0.000; Officer Organization Name: Lakeland Specialty Hospital at Berrien Center(Former), Title: FORMER CHAIR, LSHBC, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer Organization Name: Lakeland Hospitals at Niles & St Joseph, Inc., Title: VP - OP DIAG & QUALITY, LHNSJ, AverageHours: 50.000; Officer

Form 990, Part VII, Section A Smith, Kevin ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Continuing Care, Title: Interim President, SHCC - Part Year, AverageHours: 48.000; Officer Organization Name: Spectrum Health Continuing Care Center, Title: Secretary / Treasurer, SHCCC, AverageHours: 1.000; Officer Organization Name: Spectrum Health - Leffingwell Avenue, Title: Secretary/Treasurer, SHLA, AverageHours: 1.000; Officer

Form 990, Part VII, Section A SANDEFUR, GWEN ADDITIONAL POSITIONS HELD

Organization Name: Spectrum Health Hospitals(Former), Title: Former President, SHH , AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Continuing Care(Former), Title: FORMER OFFICER, SHCC, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer

Form 990, Part VII, Section A Vandriel, Mary Kay ADDITIONAL POSITIONS HELD

Organization Name: Mecosta County Medical Center(Former), Title: Former President, SHBR, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer Organization Name: Reed City Hospital Corporation(Former), Title: Former President, SHRC, AverageHours: 0.000; IndividualTrusteeOrDirectorOfficer Organization Name: Spectrum Health Hospitals, Title: For Compensation Reporting Only, AverageHours: 50.000;

Form 990, Part VIII, Line 2F Other Program Service Revenue

Other - Total Revenue: 20059960, Related or Exempt Function Revenue: 17786232, Unrelated Business Revenue: 671291, Revenue Excluded from Tax Under Sections 512, 513, or 514: 1602437;

Filing and Contact Details

Filer

Filer Name
Spectrum Health System Group Return
EIN
61-1740292
Phone
6163912022
Address
221 Michigan St NE MC498, GRAND RAPIDS, MI 49503

Signing Officer

Name
matthew e cox
Title
chief financial officer
Phone
6163912022
Signed
2022-10-07
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
356
Independent Board Members
258
Employees
30,645
Volunteers
1,158

Preparer

Firm
Bdo USA Llp
Address
200 OTTAWA AVE NW SUITE 300, GRAND RAPIDS, MI 49503
Preparer
Jacob Cook
Phone
6167747000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A SPECTRUM HEALTH HOSPITAL GROUP, CONTINUED

Spectrum health hospital group during the year ended december 31, 2021 the spectrum health integrated health system provided nearly $506 million in community benefit programs to west michigan. The community benefit activities included health clinics, research, donations, charity care, bad debts related to caring for the uninsured and underinsured, costs for government program patients, community partnership programs, health profession education, and discounted care under healthy michigan plan (under 250% federal poverty level). Spectrum health hospitals - grand rapids ("shh") consists of blodgett hospital & butterworth hospital (the campus which includes the helen devos children's hospital, the fred and lena meijer heart center, and the lemmen- holton cancer pavilion) with approximately 1,226 licensed beds combined. The hospitals are acute care inpatient facilities which include specialty critical care units & outpatient services. Butterworth is the only level i trauma center in west michigan. Blodgett is home to the center for acute rehabilitation, a 42-bed inpatient facility helping patients regain independence. Helen devos children's hospital is michigan's largest neonatal center, caring for more than 1,400 critically ill and premature babies annually. The fred and lena meijer heart center is a leader in heart and vascular care in the region, state, and nation. Lemmen-holton cancer pavilion is the largest cancer services provider in the region. Together these resources provide a coordinated continuum of health care services to the citizens of west michigan and treat all patients regardless of their ability to pay. Spectrum health hospital group - community hospitals spectrum health hospital group includes eleven community hospitals located across western and southwestern michigan, all dedicated to the communities they serve, as identified below: -newaygo county general hospital association d/b/a spectrum health gerber memorial ("shgm") -memorial medical center of west michigan d/b/a spectrum health ludington hospital ("shl") -mecosta county medical center d/b/a spectrum health big rapids hospital ("shbr") -reed city hospital corporation d/b/a spectrum health reed city hospital ("shrc") -pennock hospital d/b/a spectrum health pennock ("shp") -spectrum health united ("shu") -spectrum health kelsey ("shk") -zeeland community hospital d/b/a spectrum health zeeland community hospital ("shz") -lakeland community hospital, watervliet ("lchw") -lakeland hospitals at st. Joseph ("lhsj") -lakeland hospitals at niles ("lhn") the community hospitals of spectrum health hospital group provide approximately 881 licensed beds combined and offer a complete range of award winning medical and surgical services, regardless of a patient's ability to pay, to the residents and visitors of the hospitals' local communities. Services offered by the community hospitals include 24-hour emergency departments, acute intensive care, obstetrics, skilled nursing, and outpatient services including lab, imaging, physical therapy and sports medicine. In order to give back to the communities in which they serve, the community hospitals offer services and programs available to all members of the community and local schools. Examples of these services include: flu shot clinics, health fairs, cancer screenings, low-cost sports physicals, first aid tents, education and nutrition classes, and family fun nights. Notable highlights for the year include: - spectrum health cancer center received accredited status from the national accreditation program for breast centers. This quality program, administered by the american college of surgeons, recognizes leadership, clinical services, research, community outreach, professional education and quality improvement for patients. - spectrum health butterworth and spectrum health blodgett hospitals received the healthgrades 2021 america's 50 best cardiac surgery and critical care excellence awards for the second year in a row.

Form 990, Part III, Line 4B SPECTRUM HEALTH MEDICAL GROUP, CONTINUED

Spectrum health primary care partners d/b/a spectrum health medical group ("shmg") provides clinical, teaching, research and administrative physician services. These services are provided in ambulatory practices, inpatient settings, and teaching environments. Shmg brings together the finest physicians and medical resources to give patients the best health outcomes and the highest level of service. With a broad range of medical specialties and service sites across the region, shmg is the region's largest multispecialty medical group. From family medicine to specialized care, from annual health checkups to complex surgery and medical management, shmg offers patients a medical home for a lifetime of care and wellness. Shmg's goal is to provide an unparalleled system of care that offers family medicine and specialized care, close convenient locations and hours, coordinated appointments and medical records for ease of scheduling, and high quality consistent care. Shmg is a gateway to spectrum health's many qualified and highly skilled specialists and comprehensive services. By bringing providers together as an integrated team, shmg creates seamless access and coordinated services to patients. Additionally, the high caliber medical professionals at shmg thrive on collaborative research and medical education. Shmg is deeply committed to advancing patient care and building a sustainable health care system for current and future generations.

Form 990, Part III, Line 4C SPECTRUM HEALTH FOUNDATION, CONTINUED

Spectrum health foundation ("shf") advances the health of west michigan communities by philanthropically supporting the health care, research, and educational programs of the spectrum health integrated health system. Shf provides funding for programs, research and education, and helps to advance innovation, purchase new technology and build state-of-the-art facilities. The foundation exists to meet the needs of patients and families with funds that supplement the health system resources. Shf carefully matches passionate donors with immediate and emerging needs throughout the health system. Thanks to the generosity of donors the foundation is able to help launch, expand and sustain important programs and services that promote health and healing. In cy2021, shf provided over $20 million in grants to organizations within the health system. In addition, lakeland health foundation, benton harbor/st. Joseph (also known as spectrum health lakeland foundation) provided nearly $800,000 in grants/scholarships to organizations/individuals within the health system.

Form 990, Part IV, Line 12A Audited Financial Statements

The "No" response to this question relates to the fact that none of the organizations included in the group return obtained separate, independent financial statements for the tax year. All organizations included in the group return were part of the same consolidated audit.

Form 990, Part V, Line 3A UNRELATED GROSS BUSINESS INCOME

The following organizations included in the group return have unrelated business gross income or loss of $1,000 or more during the year. The unrelated business income of these organizations is reported on form 990-t. Spectrum health gerber memorial (ein 38-1359517) spectrum health hospitals (ein 38-1360529) spectrum health pennock (ein 38-1360562) lakeland hospitals at niles and st. Joseph, inc. (ein 38-2156872)

Form 990, Part V, Line 7A DEDUCTIBLE CONTRIBUTIONS

The following organizations included in the group return received a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor. Spectrum health foundation (ein 38-2752328)

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Funds Transfer To Supporting Organization - -XXX-XX-XXXX; Funds Transfer To Entities Outside Group - -17800333; Valuation Allowance - -100000; Other Activity - 347115; Change In Interest Of Restricted Net Assets Of Outside Trust - 86283; Investment Income - Restricted Assets - 2406021; Change In Interest Of Lakeland Foundation - 209835; Transfers to Lakeland Health Foundation - -74995;

Form 990, Part XII, Line 2B AUDITED FINANCIAL STATEMENTS

The organizations included in the group return are all audited on a consolidated basis.

Form 990, Part XII, Line 2C Oversight of the Audit

The financial statements of the organization were audited by an independent auditor as part of the consolidated audit of BHSH System (EIN 38-3382353). The oversight of that audit is being assumed by BHSH System, the ultimate controlling member of the organizations included in the group exemption.

Schedule B Contributions

All organizations included in the group return are covered by the general rule for determining contributions reportable on Schedule B except for Spectrum Health Foundation (EIN 38-2752328), Lakeland Health Foundation Benton Harbor/St Joseph (EIN38-2539929), and Hospice at Home Inc (EIN 38-2416086). Spectrum Health Foundation, Lakeland Health Foundation Benton Harbor/St Joseph, and Hospice at Home Inc are Section 501(c)(3) organizations that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi). Pursuant to the Form 990 Schedule B Instructions contributions from any contributor that exceed the greater of (1) $5,000 or (2) 2% of the amount of total contributions, gifts, grants and other similar amounts received by the organization are reportable.

Financial Statement Notes

Schedule D, Part III, Line 4 Collections of art - description of collections

The healing art collection, held by the spectrum health foundation (ein 38-2752328), creates a healing environment for patients, visitors, and staff alike.

Schedule D, Part IV, Line 1B Agent, trustee, custodian, or other intermediary arrangement

Spectrum Health Continuing Care Center (EIN 38-2415333) and Mercy Memorial Health Services, Inc. (EIN 38-2748035) act as custodians of resident trust bank accounts. These bank accounts are used for the resident's spending during their stay for items such as room and board and barber and beauty services. The funds in the bank accounts come from the Social Security Administration or other personal sources.

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

Spectrum Health Foundation (EIN 38-2752328), Lakeland Health Foundation, Benton Harbor/St Joseph (EIN 38-2539929), and Hospice at Home Inc (EIN 38-2416086) hold endowment funds to provide perpetual support of life saving programs and services to organizations throughout BHSH System.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,786$1,211$5,575$11,491$11,221$270
2023Summary only. Only limited summary data is available for this year.$8,721$3,475$5,246$10,374$10,230$145
2022Summary only. Only limited summary data is available for this year.$10,008$4,313$5,695$9,673$9,484$190
2021Detailed filing. Detailed filing data is available for this year.$4,852$1,908$2,944$4,590$4,243$347
2021Summary only. Only limited summary data is available for this year.$4,852$1,908$2,944$4,590$4,243$347
2020Summary only. Only limited summary data is available for this year.$4,297$1,600$2,697$4,346$4,045$302
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,645$1,137$1,508$3,524$3,358$165
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,550$1,176$1,373$3,274$3,165$109
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,435$1,178$1,257$3,104$2,976$128
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,346$1,214$1,132$3,047$2,845$201
2015Detailed filing. Detailed filing data is available for this year.$2,340$1,251$1,088$2,763$2,532$231
2014Detailed filing. Detailed filing data is available for this year.$3,128$1,219$1,909$2,600$2,386$214
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1B+ nonprofits