Nonprofit · EIN 38-2640544
MUNSON HEALTHCARE
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $275,446,921 | $259,180,098 | $16,266,823 | $1,148,955,862 | $335,987,381 | $812,968,481 |
| June 30, 2024 | 990 | $244,956,663 | $220,237,213 | $24,719,450 | $1,040,548,918 | $336,241,214 | $704,307,704 |
| June 30, 2023 | 990 | $215,104,064 | $177,944,518 | $37,159,546 | $956,335,905 | $343,665,994 | $612,669,911 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,035,061
- of which government grants
- $709,556
- Program service revenue
- $208,810,134
- Investment income
- $63,196,225
- Net gain from sales of assets
- $37,610,530
- Other revenue
- $2,405,501
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $6,799,366
- Other salaries and wages
- $104,975,252
- Salaries, compensation and benefits (total)
- $133,397,558
- Professional fundraising fees
- $0
- Legal fees
- $1,084,073
- Accounting fees
- $363,605
- Occupancy
- $721,876
- Travel
- $357,659
- Depreciation
- $11,780,658
- Program services (functional)
- $190,324,325
- Management and general (functional)
- $68,588,060
- Fundraising (functional)
- $267,713
Balance sheet and other
- Total assets, start of year
- $1,040,548,918
- Total assets, end of year
- $1,148,955,862
- Total liabilities, end of year
- $335,987,381
- Net assets, end of year
- $812,968,481
- Land, buildings and equipment
- $100,834,161
- Publicly traded securities
- $700,298,210
- Net assets without donor restrictions
- $812,968,481
- Gross unrelated business income
- $101,623
- Gross receipts
- $768,774,341
- Employees
- 3,046
- Volunteers
- 18
- Year formed
- 1985
- 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 | PRESIDENT Trustee or director | 40 | $2,668,995 | $0 | $253,876 |
| LAURA GLENN | MHC SYSTEM C Key employee | 40 | $1,029,397 | $0 | $111,766 |
| PAUL KONOPACKI | CFO Officer | 40 | $708,738 | $0 | $92,977 |
| DINO RECCHIA MD | DIRECTOR Trustee or director | 1 | $0 | $715,300 | $31,094 |
| MICHAEL SAAD | CIO Key employee | 40 | $642,819 | $0 | $73,247 |
| JOSEPH SANTANGELO MD | CF MED, QUAL Highest-paid employee | 40 | $585,069 | $0 | $70,781 |
| SHELLEY SPENCER | CHIEF HUMAN Key employee | 40 | $513,827 | $0 | $65,398 |
| ELLEN SMITH | PRES AMB SER Highest-paid employee | 40 | $538,574 | $0 | $9,670 |
| GARRICK CVITKOVICH MD | SURGEON Highest-paid employee | 1 | $2,221 | $503,751 | $37,535 |
| RACHEL ROE | CHIEF LEGAL Key employee | 40 | $458,820 | $0 | $67,489 |
| KIRSTEN KORTH WHITE | EAST REGION Highest-paid employee | 0 | $454,581 | $0 | $55,874 |
| DIANA CURRAN GALES MD | PHYSICIAN Highest-paid employee | 11 | $118,715 | $328,097 | $40,733 |
| JODI WICK | FORMER INTER Former | 40 | $403,725 | $0 | $33,920 |
| VINCENT SCHULTZ MD | DIRECTOR Trustee or director | 1 | $0 | $355,887 | $45,583 |
| KENNETH BLOEM | CHAIR Trustee or director, Officer | 12 | $5,000 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT BULLOCH | DIRECTOR Trustee or director | 1 | $5,000 |
| NICK CEGLAREK | DIRECTOR Trustee or director | 1 | $5,000 |
| KATHY DIXON | DIRECTOR Trustee or director | 1 | $5,000 |
| JENNIFER KING | DIRECTOR Trustee or director | 1 | $5,000 |
| KARL KLIMEK | DIRECTOR Trustee or director | 1 | $5,000 |
| RUTH HOPPE MD | V CHAIR Trustee or director, Officer | 8 | $5,000 |
| DAVE MENGEBIER | TREASURER Trustee or director, Officer | 6 | $5,000 |
| KIM MORLEY | DIRECTOR Trustee or director | 1 | $5,000 |
| TIM NELSON | SECRETARY Trustee or director, Officer | 7 | $5,000 |
| ANDY PAGE | DIRECTOR Trustee or director | 1 | $5,000 |
| BRIAN POSTMA | DIRECTOR Trustee or director | 2 | $5,000 |
| OWEN ROBERTS | DIRECTOR Trustee or director | 2 | $5,000 |
| MARY SANDERS | DIRECTOR Trustee or director | 3 | $5,000 |
| KRISTINE THOMAS | DIRECTOR Trustee or director | 3 | $5,000 |
| TOM VERYSER | DIRECTOR Trustee or director | 1 | $5,000 |
| ELAINE WOOD | DIRECTOR Trustee or director | 6 | $5,000 |
| DAVID MCCURDY | DIRECTOR Trustee or director | 3 | $0 |
| SAKURA TAKANO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWIN A NESS | PRESIDENT Trustee or director | 40 | $2,245,580 | $0 | $251,955 |
| THOMAS SCHERMERHORN MD | NEUROSURGEON Highest-paid employee | 1 | $983 | $955,506 | $46,190 |
| LAURA GLENN | MHC SYSTEM C Key employee | 40 | $839,007 | $0 | $105,311 |
| CHRISTINE NEFCY MD | CHIEF MEDICA Highest-paid employee | 40 | $788,615 | $0 | $23,810 |
| PAUL KONOPACKI | CFO Officer | 40 | $720,042 | $0 | $86,525 |
| FREDERICK SMITH MD | SURGEON Highest-paid employee | 1 | $248 | $754,895 | $39,699 |
| ADRIAN SEAH MD | SURGEON Highest-paid employee | 1 | $984 | $718,184 | $40,831 |
| ROCHE FEATHERSTONE MD | SURGEON Highest-paid employee | 1 | $7,500 | $703,022 | $40,186 |
| DINO RECCHIA MD | DIRECTOR Trustee or director | 2 | $0 | $691,094 | $27,597 |
| CHRISTOPHER PODGES | CIO Key employee | 40 | $668,327 | $0 | $8,414 |
| SHELLY SPENCER | CHIEF HUMAN Key employee | 40 | $442,068 | $0 | $64,220 |
| RACHEL ROE | CHIEF LEGAL Key employee | 40 | $397,292 | $0 | $63,540 |
| JODI WICK | INTERIM CIO Key employee | 40 | $340,649 | $0 | $18,256 |
| VINCENT SCHULTZ MD | DIRECTOR Trustee or director | 2 | $0 | $313,737 | $42,486 |
| KATHLEEN MALY | FORMER INTER Former | – | $222,122 | $0 | $7,314 |
| KENNETH BLOEM | PT-YR CHAIR Trustee or director, Officer | 3 | $5,000 | $0 | $0 |
| MATT BULLOCH | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| NICK CEGLAREK | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| ALAN CONRAD | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| DOUG LUCIANI | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| DAVID MCCURDY | DIRECTOR Trustee or director | 3 | $5,000 | $0 | $0 |
| RUTH HOPPE MD | PT-YR SEC/PT Trustee or director, Officer | 3 | $5,000 | $0 | $0 |
| DAVE MENGEBIER | PT-YR TREASU Trustee or director, Officer | 2 | $5,000 | $0 | $0 |
| KIM MORLEY | PT-YR VICE C Trustee or director, Officer | 1 | $5,000 | $0 | $0 |
| TIM NELSON | PT-YR SEC/PT Trustee or director, Officer | 3 | $5,000 | $0 | $0 |
| BRIAN POSTMA | DIRECTOR Trustee or director | 2 | $5,000 | $0 | $0 |
| OWEN ROBERTS | DIRECTOR Trustee or director, Officer | 2 | $5,000 | $0 | $0 |
| MICHELLE RUSSELL | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| MARY SANDERS | DIRECTOR Trustee or director | 2 | $5,000 | $0 | $0 |
| KRISTINE THOMAS | DIRECTOR Trustee or director | 2 | $5,000 | $0 | $0 |
| TOM VERYSER | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| ELAINE WOOD | PT-YR CHAIR Trustee or director, Officer | 2 | $5,000 | $0 | $0 |
| JENNIFER KING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KARL KLIMEK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN MULADORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY PAGE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAKURA TAKANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDWIN A NESS | PRESIDENT & Trustee or director, Officer | 40 | $2,074,924 | $229,071 |
| LAURA GLENN | MHC SYSTEM C Key employee | 40 | $692,839 | $103,817 |
| CHRISTINE NEFCY MD | CHIEF MEDICA Highest-paid employee | 40 | $591,540 | $87,417 |
| SUZANNE PETERS | VP HUMAN RES Key employee | 40 | $569,429 | $27,673 |
| CHRISTOPHER PODGES | CHIEF INFO O Key employee | 40 | $481,631 | $49,074 |
| JOSEPH SANTANGELO | CHF QUAL & S Highest-paid employee | 40 | $462,876 | $62,705 |
| KIRSTEN KORTH-WHITE | PRESIDENT MH Highest-paid employee | 40 | $440,949 | $72,517 |
| RACHEL ROE | CHIEF LEGAL Key employee | 40 | $433,525 | $61,322 |
| ALICIA MAITLAND | CFO PT-YR Officer | 40 | $435,628 | $27,634 |
| CASEY KANDOW | VP ANCILLARY Highest-paid employee | 40 | $428,900 | $27,931 |
| JOHN BECKETT MD | CHIEF MEDICA Highest-paid employee | 40 | $417,528 | $38,702 |
| KATHLEEN MALY | INTERIM CFO Officer | 40 | $288,390 | $32,174 |
| JODI WICK | INTERIM CIO Key employee | 40 | $237,940 | $28,517 |
| THEODORE BATZER | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| KENNETH BLOEM | VICE CHAIR Trustee or director, Officer | 2 | $5,000 | $0 |
| NICK CEGLAREK | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| ALAN CONRAD | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| CASEY COWELL | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| TOM VERYSER DDS | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| MARLENE HULTEEN | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| DOUG LUCIANI | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| DAVID MCCURDY | DIRECTOR Trustee or director | 3 | $5,000 | $0 |
| RUTH HOPPE MD | SECRETARY Trustee or director, Officer | 3 | $5,000 | $0 |
| KIM MORLEY | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| TIM NELSON | TREASURER Trustee or director, Officer | 3 | $5,000 | $0 |
| BRIAN POSTMA | DIRECTOR Trustee or director | 2 | $5,000 | $0 |
| OWEN ROBERTS | DIRECTOR Trustee or director | 2 | $5,000 | $0 |
| MICHELLE RUSSELL | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| MARY SANDERS | DIRECTOR Trustee or director | 2 | $5,000 | $0 |
| KRISTINE THOMAS | DIRECTOR Trustee or director | 2 | $5,000 | $0 |
| ELAINE WOOD | CHAIR Trustee or director, Officer | 3 | $5,000 | $0 |
| BRUCE ZENNER | DIRECTOR Trustee or director | 1 | $5,000 | $0 |
| MATT BULLOCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE MENGEBIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BEN MULADORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAKURA TAKANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1105 SIXTH ST, TRAVERSE CITY, MI 49684-2345
- Principal officer (990 for 2024)
- EDWIN A NESS, 1105 SIXTH STREET, TRAVERSE CITY, MI 49684
- Signed the 990
- PAUL KONOPACKI, CFO
- Phone
- (231) 935-5000
- Website
- WWW.MUNSONHEALTHCARE.ORG
Mission
MUNSON HEALTHCARE AND ITS PARTNERS WORK TOGETHER TO PROVIDE SUPERIOR QUALITY CARE AND PROMOTE COMMUNITY HEALTH.
Program accomplishments
- PARENT HOLDING COMPANY FOR CORPORATIONS PROVIDING HEALTH CARE AND RELATED SERVICES.Expenses $190,324,325 · revenue $208,757,066
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
- 38-2640544
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,148,955,862
- Income (IRS master file)
- $768,774,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $275,446,921 | $259,180,098 | $1,148,955,862 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $244,956,663 | $220,237,213 | $1,040,548,918 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $215,104,064 | $177,944,518 | $956,335,905 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $109,457,922 | $129,158,072 | $106,124,577 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 38-2640544).
Questions about MUNSON HEALTHCARE
- What is the EIN of MUNSON HEALTHCARE?
- The employer identification number (EIN) of MUNSON HEALTHCARE is 38-2640544.
- Is MUNSON HEALTHCARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to MUNSON HEALTHCARE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MUNSON HEALTHCARE 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 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 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?
- The 990 for the year ended June 30, 2025 names EDWIN A NESS.
- Who are the officers and directors of MUNSON HEALTHCARE?
- The 990 for the year ended June 30, 2025 lists 33 people; 29 received compensation from the organization, the highest $2,668,995 (EDWIN A NESS, PRESIDENT).
- How much revenue does MUNSON HEALTHCARE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $275,446,921, expenses of $259,180,098 and total assets of $1,148,955,862 at year end.
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