Nonprofit · EIN 38-1303843
MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $145,267,011 | $130,271,141 | $14,995,870 | $87,853,882 | $15,296,244 | $72,557,638 |
| June 30, 2024 | 990 | $129,650,846 | $125,031,483 | $4,619,363 | $64,284,514 | $14,093,216 | $50,191,298 |
| June 30, 2023 | 990 | $116,127,652 | $117,451,869 | -$1,324,217 | $54,710,301 | $11,508,836 | $43,201,465 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,317,412
- of which government grants
- $703,049
- Program service revenue
- $143,509,685
- Investment income
- -$53,092
- Net rental income
- $84,069
- Net gain from sales of assets
- -$82,235
- Other revenue
- $493,006
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $304,951
- Other salaries and wages
- $42,639,632
- Salaries, compensation and benefits (total)
- $52,273,166
- Professional fundraising fees
- $0
- Accounting fees
- $37,136
- Occupancy
- $1,215,421
- Travel
- $230,052
- Depreciation
- $4,078,020
- Program services (functional)
- $111,447,141
- Management and general (functional)
- $18,698,011
- Fundraising (functional)
- $125,989
Balance sheet and other
- Total assets, start of year
- $64,284,514
- Total assets, end of year
- $87,853,882
- Total liabilities, end of year
- $15,296,244
- Net assets, end of year
- $72,557,638
- Land, buildings and equipment
- $61,692,826
- Net assets without donor restrictions
- $72,557,638
- Gross receipts
- $145,352,246
- Employees
- 771
- Volunteers
- 25
- Year formed
- 1946
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWIN A NESS | DIRECTOR Trustee or director | 2 | $0 | $2,668,995 | $253,876 |
| JAMES SHURLOW DO | SURGEON Highest-paid employee | 39 | $1,362,545 | $1,892 | $48,297 |
| LAURA GLENN | MHC SYSTEM C Key employee | 2 | $0 | $1,029,397 | $111,766 |
| MICHAEL VANWAGNER DO | ORTHOPEDIC S Highest-paid employee | 1 | $30,872 | $929,201 | $29,957 |
| LINDSAY HARDEN DO | SURGEON Highest-paid employee | 40 | $869,870 | $0 | $34,554 |
| PAUL KONOPACKI | CFO Officer | 2 | $0 | $708,738 | $92,977 |
| JORDAN NESTER MD | ORTHOPEDIC S Highest-paid employee | 35 | $645,971 | $88,034 | $52,334 |
| DINO RECCHIA MD | DIRECTOR Trustee or director | 0 | $0 | $715,300 | $31,094 |
| STACEY SENSOR DO | PHYSICIAN Highest-paid employee | 40 | $694,898 | $0 | $49,944 |
| ELLEN SMITH | PRESIDENT AM Key employee | 2 | $0 | $538,574 | $9,670 |
| KATHLEEN LARAIA | VP ONCOLOGY Key employee | 2 | $0 | $377,922 | $59,521 |
| VINCENT SCHULTZ MD | DIRECTOR Trustee or director | 0 | $0 | $355,887 | $45,583 |
| ROBERT RICHARDSON | PRESIDENT Officer | 40 | $0 | $321,104 | $40,537 |
| CHRISTOPHER SQUIRE | PRESIDENT PT Trustee or director, Officer | 40 | $0 | $303,027 | $21,246 |
| DAWN HALLECK | VP PATIENT C Key employee | 40 | $258,510 | $0 | $45,158 |
20 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BONNIE KRUSZKA | CHIEF APP & Key employee | 2 | $0 | $257,229 | $28,633 |
| KENNETH BLOEM | CHAIR Trustee or director, Officer | 0 | $0 | $5,000 | $0 |
| MATT BULLOCH | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| NICK CEGLAREK | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| JENNIFER KING | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| KARL KLIMEK | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| RUTH HOPPE MD | V CHAIR Trustee or director, Officer | 0 | $0 | $5,000 | $0 |
| DAVE MENGEBIER | TREASURER Trustee or director, Officer | 0 | $0 | $5,000 | $0 |
| KIM MORLEY | DIRECTOR Trustee or director, Officer | 0 | $0 | $5,000 | $0 |
| TIM NELSON | SECRETARY Trustee or director, Officer | 0 | $0 | $5,000 | $0 |
| ANDY PAGE | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| BRIAN POSTMA | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| OWEN ROBERTS | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| MARY SANDERS | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| KRISTINE THOMAS | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| TOM VERYSER | DIRECTOR Trustee or director | 0 | $0 | $5,000 | $0 |
| ELAINE WOOD | DIRECTOR Trustee or director, Officer | 0 | $0 | $5,000 | $0 |
| DAVID MCCURDY | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
| SAKURA TAKANO | DIRECTOR Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 39 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWIN A NESS | DIRECTOR Trustee or director | 2 | $0 | $2,245,580 | $251,955 |
| JAMES SHURLOW DO | SURGEON Highest-paid employee | 40 | $1,013,158 | $0 | $39,405 |
| LAURA GLENN | MHC SYSTEM C Key employee | 2 | $0 | $839,007 | $105,311 |
| MICHAEL VANWAGNER DO | ORTHOPEDIC S Highest-paid employee | 1 | $9,997 | $823,993 | $18,561 |
| PAUL KONOPACKI | CFO Officer | 2 | $0 | $720,042 | $86,525 |
| LINDSAY HARDEN DO | SURGEON Highest-paid employee | 40 | $723,810 | $0 | $34,026 |
| CHANGXIN LI MD | PHYSICIAN Highest-paid employee | 40 | $698,019 | $0 | $36,377 |
| DINO RECCHIA MD | DIRECTOR Trustee or director | – | $0 | $691,094 | $27,597 |
| MATTHEW DUBIEL MD | ORTHOPEDIC S Highest-paid employee | 1 | $7,400 | $643,300 | $41,122 |
| ELLEN SMITH | PRESIDENT AM Key employee | 2 | $0 | $464,827 | $60,006 |
| CHRISTOPHER SQUIRE | PRESIDENT Trustee or director, Officer | 40 | $0 | $334,475 | $69,550 |
| VINCENT SCHULTZ MD | DIRECTOR Trustee or director | – | $0 | $313,737 | $42,486 |
| KATHLEEN LARAIA | VP ONCOLOGY Key employee | 2 | $0 | $314,675 | $35,733 |
| KATHLEEN MALY | FORMER INTER Former | – | $0 | $222,122 | $7,314 |
| DAWN HALLECK | VP PATIENT C Key employee | 40 | $175,229 | $0 | $41,632 |
| CASEY KANDOW | FORMER VP AN Former | – | $0 | $114,566 | $0 |
| KENNETH BLOEM | PT-YR CHAIR Trustee or director, Officer | – | $0 | $5,000 | $0 |
| MATT BULLOCH | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| NICK CEGLAREK | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| ALAN CONRAD | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| DOUG LUCIANI | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| DAVID MCCURDY | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| RUTH HOPPE MD | PT-YR SEC/PT Trustee or director, Officer | – | $0 | $5,000 | $0 |
| DAVE MENGEBIER | PT-YR TREASU Trustee or director, Officer | – | $0 | $5,000 | $0 |
| KIM MORLEY | PT-YR VICE C Trustee or director, Officer | – | $0 | $5,000 | $0 |
| TIM NELSON | PT-YR SEC/PT Trustee or director, Officer | – | $0 | $5,000 | $0 |
| BRIAN POSTMA | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| OWEN ROBERTS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| MICHELLE RUSSELL | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| MARY SANDERS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| KRISTINE THOMAS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| TOM VERYSER | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| ELAINE WOOD | PT-YR CHAIR Trustee or director, Officer | – | $0 | $5,000 | $0 |
| JENNIFER KING | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| KARL KLIMEK | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| BEN MULADORE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| ANDY PAGE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| SAKURA TAKANO | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 40 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWIN A NESS | DIRECTOR Trustee or director | 1 | $0 | $2,074,924 | $229,071 |
| JAMES SHURLOW DO | SURGEON Highest-paid employee | 40 | $890,511 | $0 | $38,152 |
| LAURA GLENN | PRESIDENT AM Key employee | 2 | $0 | $692,839 | $103,817 |
| JOHN MOFFAT MD | SURGEON Highest-paid employee | 40 | $710,048 | $0 | $41,362 |
| CHANGXIN LI MD | PHYSICIAN Highest-paid employee | 40 | $657,957 | $0 | $34,159 |
| JANELLE HENDRIAN DO | ANESTHESIOLO Highest-paid employee | 40 | $621,704 | $0 | $42,041 |
| STACEY SENSOR DO | PHYSICIAN Highest-paid employee | 40 | $573,126 | $0 | $42,103 |
| ALICIA MAITLAND | CFO PART-YR Trustee or director, Officer | 2 | $0 | $435,628 | $27,634 |
| CASEY KANDOW | VP ANCILLARY Key employee | 2 | $0 | $428,900 | $27,931 |
| CHRISTOPHER SQUIRE | PRESIDENT Trustee or director, Officer | 2 | $0 | $373,647 | $67,970 |
| ELLEN SMITH | COO, PHYSICI Key employee | 2 | $0 | $380,194 | $57,688 |
| TONYA SMITH | DIRECTOR Trustee or director | 1 | $0 | $412,863 | $22,637 |
| KATHLEEN MALY | INTERIM CFO Trustee or director, Officer | 2 | $0 | $288,390 | $32,174 |
| JAMES FLICKEMA | VP PAT CARE Former | – | $249,739 | $0 | $12,282 |
| KATHLEEN LARAIA | VP ONCOLOGY Key employee | 2 | $0 | $218,881 | $32,198 |
| DAWN HALLECK | VP PATIENT C Key employee | 40 | $194,129 | $0 | $42,002 |
| THEODORE BATZER | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| KENNETH BLOEM | VICE CHAIR Trustee or director, Officer | – | $0 | $5,000 | $0 |
| NICK CEGLAREK | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| ALAN CONRAD | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| CASEY COWELL | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| TOM VERYSER DDS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| MARLENE HULTEEN | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| DOUG LUCIANI | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| DAVID MCCURDY | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| RUTH HOPPE MD | SECRETARY Trustee or director, Officer | – | $0 | $5,000 | $0 |
| KIM MORLEY | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| TIM NELSON | TREASURER Trustee or director, Officer | – | $0 | $5,000 | $0 |
| BRIAN POSTMA | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| OWEN ROBERTS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| MICHELLE RUSSELL | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| MARY SANDERS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| KRISTINE THOMAS | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| ELAINE WOOD | CHAIR Trustee or director, Officer | – | $0 | $5,000 | $0 |
| BRUCE ZENNER | DIRECTOR Trustee or director | – | $0 | $5,000 | $0 |
| MATT BULLOCH | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| DAVE MENGEBIER | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| BEN MULADORE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| SAKURA TAKANO | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1105 SIXTH ST, TRAVERSE CITY, MI 49684-2345
- Principal officer (990 for 2024)
- ROBERT RICHARDSON, 825 N CENTER AVE, GAYLORD, MI 49735
- Signed the 990
- PAUL KONOPACKI, CFO
- Phone
- (987) 731-2100
- Website
- WWW.MUNSONHEALTHCARE.ORG
Mission
MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH.
Program accomplishments
- EXPENSES INCURRED WHILE PROVIDING HOSPITAL SERVICES TO THE RESIDENTS OF GAYLORD, MICHIGAN AND THE SURROUNDING AREA WHILE FULFILLING THE HOSPITAL'S MISSION TO PROVIDE HEALTHCARE IN THE COMMUNITY. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL HAD 1,937 INPATIENT ADMISSIONS IN FISCAL YEAR 2025 AND OVER 125,900 OUTPATIENT VISITS. THE HOSPITAL SERVED MORE THAN 4,300 SURGICAL CASES, 340 OBSTETRICAL BIRTHS, AND OVER 20,100 EMERGENCY ROOM VISITS. MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL ACCEPTS ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL HAS APPROXIMATELY 119 ACTIVE MEDICAL STAFF AND 25 VOLUNTEERS.Expenses $111,447,141 · revenue $143,551,708
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1303843
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22Z)
- Assets (IRS master file)
- $87,853,882
- Income (IRS master file)
- $145,352,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $145,267,011 | $130,271,141 | $87,853,882 | IRS |
| 990 | June 2024 | $129,650,846 | $125,031,483 | $64,284,514 | IRS |
| 990 | June 2023 | $116,127,652 | $117,451,869 | $54,710,301 | XML |
| 990 | June 2022 | $124,442,421 | $116,666,755 | $101,925,172 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1303843).
Questions about MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL
- What is the EIN of MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL?
- The employer identification number (EIN) of MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL is 38-1303843.
- Is MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL?
- The 990 for the year ended June 30, 2025 names ROBERT RICHARDSON.
- Who are the officers and directors of MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL?
- The 990 for the year ended June 30, 2025 lists 35 people; 6 received compensation from the organization.
- How much revenue does MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $145,267,011, expenses of $130,271,141 and total assets of $87,853,882 at year end.
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