Munson Healthcare Otsego Memorial Hospital is a 501(c)(3) organization based in Traverse City, Michigan, registered in 1954, with $129,650,846 in FY2023 revenue. CharityIndex grades it A, and it directs about 85% of spending to programs.
Revenue (FY2023)
$129.7M
▲ 11.6% vs prior year
Health median: $840K
Expenses (FY2023)
$125.0M
Net assets
$50.2M
Employees
796
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Munson Healthcare Otsego Memorial Hospital: 85% to programs · $10 to raise $100 earns a A on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Munson Healthcare Otsego Memorial Hospital: 5 mo reserves · +4% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Munson Healthcare Otsego Memorial Hospital: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Munson Healthcare Otsego Memorial Hospital: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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To provide exceptional healthcare that meets the needs of our patients and the communities we serve.
Physician diagnostic offices and urgent care clinic - 181,958 encounters
Long term care for elderly - 10,941 patient days
All other hospital services including over 15,000 emergency room visits and over 5,000 surgical cases.
Revenue grew from $81.4M (FY2013) to $129.7M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
3.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$64.3M
Total liabilities
$14.1M
Net assets
$50.2M
Salaries & benefits
$52.2M
42% of expenses
Board members
23
19 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $129,650,846▲11.6% | $125,031,483▲6.5% | $50,191,298▲16.2% | $64,284,514▲17.5% | 990 |
| 2022 | $116,127,652▼6.7% | $117,451,869▲0.7% | $43,201,465▼40.3% | $54,710,301▼46.3% | 990 |
| 2021 | $124,442,421▲5.5% | $116,666,755▲8.8% | $72,363,157▼9.7% | $101,925,172▼18.7% | 990 |
| 2020 | $117,986,208▲1.1% | $107,275,500▲1.2% | $80,126,326▲22.5% | $125,430,745▲6.4% | 990 |
| 2019 | $116,644,883▲0.5% | $105,986,311▼2.4% | $65,421,539▲26.5% | $117,875,247▲20.3% | 990 |
| 2018 | $116,100,924▲8.7% | $108,577,693▲8.3% | $51,718,988▲3.5% | $97,969,489▲18.2% | 990 |
| 2017 | $106,777,933▲7.6% | $100,273,600▲7.5% | $49,965,686▲20.8% | $82,855,513▲17.1% | 990 |
| 2016 | $99,279,519▲8.5% | $93,248,544▲6.5% | $41,357,535▲19.1% | $70,739,661▲8.3% | 990 |
| 2015 | $91,523,213▲4.2% | $87,581,757▲6.9% | $34,714,782▲10.9% | $65,314,526▲9.8% | 990 |
| 2014 | $87,845,758▲7.9% | $81,940,653▲4.7% | $31,315,766▲25.2% | $59,493,151▲11.0% | 990 |
| 2013 | $81,401,711 | $78,266,483▲2.6% | $25,010,318▲9.6% | $53,609,005▲1.9% | 990 |
| 2012 | — | $76,308,795▲8.8% | $22,814,963▲34.8% | $52,622,542▲9.6% | 990 |
| 2011 | — | $70,153,070▲4.3% | $16,925,648▲33.4% | $48,015,526▲8.0% | 990 |
| 2010 | — | $67,243,716 | $12,686,734 | $44,457,670 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: James Shurlow Do — $1,013,158 (0.81% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| James Shurlow Do | Surgeon | 40 | $1,013,158 |
| Lindsay Harden Do | Surgeon | 40 | $723,810 |
| Changxin Li Md | Physician | 40 | $698,019 |
| Dawn Halleck | Vp Patient C | 40 | $175,229 |
| Michael Vanwagner Do | Orthopedic S | 1 | $9,997 |
| Matthew Dubiel Md | Orthopedic S | 1 | $7,400 |
| Alan Conrad | Director | — | — |
| Andy Page | Director | — | — |
| Ben Muladore | Director | — | — |
| Brian Postma | Director | — | — |
| Casey Kandow | Former Vp An | — | — |
| Christopher Squire | President | 40 | — |
| Dave Mengebier | Pt-yr Treasu | — | — |
| David Mccurdy | Director | — | — |
| Dino Recchia Md | Director | — | — |
| Doug Luciani | Director | — | — |
| Edwin A Ness | Director | 2 | — |
| Elaine Wood | Pt-yr Chair | — | — |
| Ellen Smith | President Am | 2 | — |
| Jennifer King | Director | — | — |
| Contractor | Services | Paid |
|---|---|---|
| Mary Free Bed Rehabilitation Hosp | Rehabilitation | $2,447,387 |
| American Healthcare Staffing Assoc | Staffing | $2,235,296 |
| Northwestern Mi Emergency Phys | Medical | $1,645,562 |
| Mayo Clinic Laboratories | Laboratory | $530,953 |
| Hallmark Healthcare Solutions | Staffing | $382,298 |
3 grants to Munson Healthcare Otsego Memorial Hospital totaling $181K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Michigan Health and Hospital Association | Grant pass through for covid-19 | 2020 | $105,181 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2020 | $65,117 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2017 | $10,250 |
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Data for Munson Healthcare Otsego Memorial Hospital (EIN 38-1303843) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.