Nonprofit · EIN 38-2642724
MUNSON HEALTHCARE FOUNDATIONS
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,571,264 | $12,440,392 | $130,872 | $83,777,113 | $270,938 | $83,506,175 |
| June 30, 2024 | 990 | $17,443,956 | $9,926,480 | $7,517,476 | $81,656,423 | $221,552 | $81,434,871 |
| June 30, 2023 | 990 | $11,117,865 | $16,153,075 | -$5,035,210 | $70,851,007 | $231,062 | $70,619,945 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,332,836
- Program service revenue
- $1,497,100
- Investment income
- $4,747,780
- Net gain from sales of assets
- $2,998,068
- Net income from fundraising events
- -$6,452
- Other revenue
- -$6,452
Expenses
- Grants and similar amounts paid
- $10,722,344
- Other salaries and wages
- $941,403
- Salaries, compensation and benefits (total)
- $1,135,227
- Professional fundraising fees
- $0
- Travel
- $17,940
- Program services (functional)
- $10,722,344
- Management and general (functional)
- $331,983
- Fundraising (functional)
- $1,386,065
Balance sheet and other
- Total assets, start of year
- $81,656,423
- Total assets, end of year
- $83,777,113
- Total liabilities, end of year
- $270,938
- Net assets, end of year
- $83,506,175
- Publicly traded securities
- $61,435,994
- Net assets without donor restrictions
- $7,640,635
- Net assets with donor restrictions
- $75,865,540
- Gross receipts
- $45,488,273
- Employees
- 13
- Volunteers
- 7
- 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 NESS | DIRECTOR Trustee or director | 1 | $0 | $2,668,995 | $253,876 |
| PAUL KONOPACKI | CFO Officer | 2 | $0 | $708,738 | $92,977 |
| DEBRA HENDERSON | PRESIDENT Trustee or director, Officer | 40 | $0 | $304,697 | $40,600 |
| MICHAEL STROM | LEADERSHIP G Highest-paid employee | 39 | $98,804 | $1,991 | $6,590 |
| PATRICK CARROLL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HALLIE CHRISTIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HANK DOW | SEC/TREA/V C Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHIL HOFFWEBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY LUDWA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KYLE CARR MD | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KAT PAYE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWIN NESS | DIRECTOR Trustee or director | 1 | $0 | $2,245,580 | $251,955 |
| PAUL KONOPACKI | CFO Officer | 2 | $0 | $720,042 | $86,525 |
| DEBRA HENDERSON | PRESIDENT Trustee or director, Officer | 40 | $0 | $266,639 | $37,624 |
| KATHLEEN MALY | FORMER INTER Former | – | $0 | $222,122 | $7,314 |
| PAMELA ANDERSON | PT-YR SEC/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PATRICK CARROLL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HALLIE CHRISTIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY DIXON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HANK DOW | PT-YR SEC/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHIL HOFFWEBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY LUDWA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KYLE CARR MD | PT-YR CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BEN MULADORE | PT-YR CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RICHARD WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWIN NESS | DIRECTOR Trustee or director | 1 | $0 | $2,074,924 | $229,071 |
| ALICIA M MAITLAND | CFO PT-YR Trustee or director, Officer | 2 | $0 | $435,628 | $27,634 |
| KATHLEEN MALY | INERIM CFO P Trustee or director, Officer | 2 | $0 | $288,390 | $32,174 |
| DEBRA HENDERSON | PRESIDENT Trustee or director, Officer | 40 | $0 | $276,735 | $35,224 |
| DESIREE WORTHINGTON | FORMER PRESI Former | – | $0 | $215,321 | $0 |
| PAMELA ANDERSON | SEC/TREAS/VI Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PATRICK CARROLL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HALLIE CHRISTIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY DIXON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PHIL HOFWEBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE KOSLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY LUDWA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BENJAMIN MULADORE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1105 SIXTH ST, TRAVERSE CITY, MI 49684-2345
- Principal officer (990 for 2024)
- DEBRA HENDERSON, 1150 MEDICAL CAMPUS DRIVE, TRAVERSE CITY, MI 49684
- Signed the 990
- PAUL KONOPACKI, CFO
- Phone
- (231) 935-5000
- Website
- WWW.MUNSONHEALTHCARE.ORG
Mission
INSPIRING CHARITABLE SUPPORT TO ENHANCE HEALTH CARE FOR THE PEOPLE OF NORTHERN MICHIGAN. THE PURPOSES FOR WHICH MUNSON HEALTHCARE FOUNDATIONS IS ORGANIZED ARE: A) TO PROVIDE SUPPORT FOR THE OBJECTS AND PURPOSES OF MUNSON HEALTHCARE, A MICHIGAN NONPROFIT CORPORATION AND ITS AFFILIATES; B) TO ASSIST IN A CHARITABLE MANNER, IN THE ACCOMPLISHMENT OF THE HEALTH CARE PURPOSES OF MUNSON HEALTHCARE AND ITS AFFILIATES; C) TO OBTAIN FUNDS TO SUPPORT PUBLIC CHARITIES IN THE AREA OF HEALTH MAINTENANCE, EDUCATION AND PREVENTION OF DISEASES; D) TO PROVIDE A BENEFIT TO MUNSON HEALTHCARE AND ITS AFFILIATES BY DISTRIBUTING INCOME OR TRANSFERRING ASSETS TO OR OTHERWISE SUPPORTING THEM; E) TO PARTICIPATE TO THE FULLEST EXTENT POSSIBLE WITHIN THE RESTRICTIONS OF THE CORPORATION'S FUNDS AND ASSETS IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; F) TO PARTICIPATE IN ESTABLISHING AND ACHIEVING MUNSON HEALTHCARE'S REGIONAL FUNDRAISING TARGETS AND GOALS IN ACCORDANCE WIT
Program accomplishments
- FUNDS FOR THE SUPPORT OF MUNSON MEDICAL CENTER, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDE CONSTRUCTION OF A SECOND CARDIAC CATHETERIZATION LABORATORY, ACQUISITION OF ION ROBOTIC BRONCHOSCOPY TECHNOLOGY, PURCHASE OF LEVO HEAD POSITIONERS, UPGRADES TO ORTHOPEDIC EQUIPMENT, AND THE PURCHASE OF SUPPLIES FOR STROKE CARE AND RADIATION ONCOLOGY. OTHER FUNDED ITEMS INCLUDE UNMET HEALTHCARE NEEDS OF PATIENTS IN THE MUNSON SERVICE AREA, MEDICAL EQUIPMENT PURCHASES, SUPPORT FOR CHILD HEALTH AND WELLNESS, CONTINUING MEDICAL EDUCATION, RECRUITMENT AND RETENTION COSTS FOR NURSES, AND PROGRAM SUPPORT FOR COMMUNITY HEALTH PROGRAMS.Expenses $4,713,120 · grants $4,713,120 · revenue $806,059
- FUNDS FOR THE SUPPORT OF MUNSON HEALTHCARE CADILLAC, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDE PURCAHSE DAVINCI ROBOT, PURCHASE OF ULTRASOUND MACHINES, SUPPORT FOR ROBOTICS PROGRAM AND OR VIDEO INTEGRATION.Expenses $2,400,084 · grants $2,400,084 · revenue $217,334
- FUNDS FOR THE SUPPORT OF MUNSON HOME CARE, A RELATED ORGANIZATION IN THE MUNSON HEALTHCARE SYSTEM. MAJOR INITIATIVES FUNDED INCLUDE OPERATIONAL SUPPORT FOR HOME HEALTH AND HOSPICE SERVICES, PURCHASE OF EQUIPMENT, AND PROVIDER EDUCATION.Expenses $796,253 · grants $796,253 · revenue $25,463
- ADDITIONALLY, MUNSON HEALTHCARE FOUNDATIONS SERVES AS THE FUNDRAISING ARM FOR THE ENTIRE MUNSON HEALTHCARE SYSTEM. SPECIFIC PROGRAMS IN TAX YEAR 2023 RAISED MONEY FOR MUNSON MEDICAL CENTER, MUNSON HEALTHCARE CADILLAC, MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL, MUNSON HEALTHCARE GRAYLING, MUNSON HEALTHCARE CHARLEVOIX HOSPITAL, PAUL OLIVER MEMORIAL HOSPITAL AND MUNSON HEALTHCARE MANISTEE HOSPITAL.Expenses $2,812,887 · grants $2,812,887 · revenue $487,094
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
- 38-2642724
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $83,777,113
- Income (IRS master file)
- $45,488,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,571,264 | $12,440,392 | $83,777,113 | XML |
| 990 | June 2024 | $17,443,956 | $9,926,480 | $81,656,423 | IRS |
| 990 | June 2023 | $11,117,865 | $16,153,075 | $70,851,007 | XML |
| 990 | June 2022 | $10,371,970 | $9,747,968 | $72,204,145 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 38-2642724).
Questions about MUNSON HEALTHCARE FOUNDATIONS
- What is the EIN of MUNSON HEALTHCARE FOUNDATIONS?
- The employer identification number (EIN) of MUNSON HEALTHCARE FOUNDATIONS is 38-2642724.
- Is MUNSON HEALTHCARE FOUNDATIONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to MUNSON HEALTHCARE FOUNDATIONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MUNSON HEALTHCARE FOUNDATIONS 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 FOUNDATIONS 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 FOUNDATIONS 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 FOUNDATIONS?
- The 990 for the year ended June 30, 2025 names DEBRA HENDERSON.
- Who are the officers and directors of MUNSON HEALTHCARE FOUNDATIONS?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization.
- How much revenue does MUNSON HEALTHCARE FOUNDATIONS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,571,264, expenses of $12,440,392 and total assets of $83,777,113 at year end.
Other nonprofits in TRAVERSE CITY
- MUNSON MEDICAL CENTER EIN 38-1362830 · last filed 990 for 2025
- MUNSON HEALTHCARE EIN 38-2640544 · last filed 990 for 2025
- MUNSON HEALTHCARE CADILLAC EIN 47-1156297 · last filed 990 for 2025
- MUNSON HEALTHCARE OTSEGO MEMORIAL HOSPITAL EIN 38-1303843 · last filed 990 for 2025
- MUNSON HEALTHCARE GRAYLING EIN 47-1161992 · last filed 990 for 2025
- MUNSON HEALTHCARE CHARLEVOIX HOSPITAL EIN 38-1459366 · last filed 990 for 2025
- CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN EIN 38-1524350 · last filed 990 for 2024
- GRAND TRAVERSE REGIONAL LAND CONSERVANCY EIN 38-2994229 · last filed 990 for 2025