2023-11-07T14:40:46-06:00 2022-12-31 382184825 HUNGERFORD NICHOLS CPAS ADVISORS 4927 STARIHA DRIVE MUSKEGON MI 49441 990 2022-01-01 382841014 OSTEOPATHIC FOUNDATION OF WEST MI OSTE 2317200288 800 E ELLIS ROAD NORTON SHORES MI 49441 JOSE INFANTE PRESIDENT 2317200288 2023-11-03 1 JOSE INFANTE 999009999 0 STACY L MELLEMA CPA P01316144 2317987500 2023-11-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSE INFANTE 800 E ELLIS ROAD NORTON SHORES MI 49441 861795 0 X WWW.OSTEOPATHICFOUNDATION.ORG X 1988 MI SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE. 15 14 4 8 0 62810 7415 0 19866 24306 593056 837489 834090 0 1454427 861795 127956 88114 0 0 72130 110160 0 0 12809 263930 223821 464016 422095 990411 439700 11783251 10015538 1355902 626315 10427349 9389223 SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE. 0 0 182649 88114 770935 BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS. 182649 1 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X JOSE INFANTE 2317200288 800 E ELLIS ROAD NORTON SHORES MI 49441 ABBEI MONROE ASSOCIATE DIRECTOR 40.00 X 56269 0 0 JOSE INFANTE PRESIDENT 40.00 X X 40000 0 0 PATRICIA J ROY DO VICE PRESIDENT 1.00 X X 0 0 0 ROGER SPOELMAN DBA TREASURER 1.00 X X 0 0 0 DENNIS CHERETTE CCIM SECRETARY 1.00 X X 0 0 0 MARK F FAZAKERLEY DIRECTOR 1.00 X 0 0 0 STEVEN T WISNESKI DIRECTOR 1.00 X 0 0 0 GARY ALLORE DIRECTOR 1.00 X 0 0 0 THOMAS GRAFF DO DIRECTOR 1.00 X 0 0 0 CAROL MARKIEWICZ DO DIRECTOR 1.00 X 0 0 0 FREDRIC D LEVIN DO DIRECTOR 1.00 X 0 0 0 STEVEN A SPEET DO DIRECTOR 1.00 X 0 0 0 JUSTIN GRILL DO DIRECTOR 1.00 X 0 0 0 LANA JOUBERT DO DIRECTOR 1.00 X 0 0 0 JOHN MCDONALD DO DIRECTOR EMERITUS 1.00 X 0 0 0 RACHEL FOLKMIER-LANE RESIDENT REPRESENTATIVE 1.00 X 0 0 0 96269 0 0 0 0 0 0 0 REGISTRATION FEES 900099 10072 10072 WMOA DUES 900099 7385 7385 VENDOR SUPPORT 900099 4900 4900 OTHER 900099 1949 1949 24306 90860 90860 746629 0 746629 746629 746629 861795 770935 0 90860 36114 36114 52000 52000 96269 32894 63375 2539 508 2031 5872 3332 2540 5480 1534 3946 3490 349 3141 8156 816 7340 55828 11166 44662 16955 3321 13284 350 21023 5256 11825 3942 220 22 198 1206 121 1085 BOARD EXPNESES 50480 50480 OTHER 33562 6715 26847 CONTINUING MEDICAL EDUC 21313 21313 PROVISION INCOME TAXES 6699 6699 4889 489 4400 422095 182649 226637 12809 38195 414075 106727 4479 10000 0 4627 4627 0 0 6812787 5205143 4815542 4391841 11783251 10015538 863 1555 1351087 623746 3952 1014 1355902 626315 X 10225204 9193228 202145 195995 10427349 9389223 11783251 10015538 439700 -1477826 0 X X 1 X 0 0 0 X X 1 MERCY HEALTH MUSKEGON 382113393 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: MERCY'S CEO IS ON THE GRANT MAKING COMMITTEE AND JOSE INFANTE, WHO IS ON MERCY'S REGIONAL BOARD, IS ON THE FINANCE COMMITTEE. IN ADDITION, THE FOUNDATION HAS WORKED CLOSELY WITH MERCY HEALTH'S PHILANTHROPIC DIRECTOR ON GRANTS. MOREVER, THE ENTIRE BOARD VOTES ON ALL GRANTS AND INVESTMENT DECISIONS. PART IV, SECTION E, LINE 2A: THE ORGANIZATION MADE GRANTS OF $52,000 THAT PROVIDED SCHOLARSHIPS TO STUDENTS WITH TIES TO THE MUSKEGON AREA AND SUPPORT PROGRAMS WHICH ENCOURAGE LOCAL STUDENTS TO PURSUE A DOCTOR OF OSTEOPATHY DEGREE. THE ORGANIZATION ALSO MADE $36,114 IN WELLNESS GRANTS TO COMMUNITY ORGANIZATIONS WHICH BETTER THE LIVES OF AREA RESIDENTS AND FURTHER THE MISSION OF THE ORGANIZATION AND THE MISSION OF MERCY HEALTH MUSKEGON. PART IV, SECTION E, LINE 2B: ALL OF THESE PROGRAMS FURTHER THE EXEMPT PURPOSE OF MERCY HEALTH MUSKEGON, SINCE THEY ALL PROMOTE HEALTH AND HEALTHCARE IN THE COMMUNITY AND, EXCEPT FOR THE FOUNDATION'S INVOLVEMENT, WOULD BE ENGAGED IN BY MERCY HEALTH MUSKEGON. 5 6150 195995 1 1 4627 4627 0 0 PORTFOLIO FUND I, LLC 191841 C ADVANCED ARCHITECTURAL PRODUCTS 200000 C TRINITAS CAPITAL PARTNERS FUND 100000 C TRIBUNE BUILDING, LLC 1000000 C HARMONY LAKES 2300000 C AASH-N, LLC 600000 C 4391841 ACCRUED LIABILITIES 1014 1014 X PART X, LINE 2: THE ORGANIZATION EVALUATES CERTAIN TAX POSITIONS IN ACCORDANCE WITH EXISTING GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAKES SUCH ACCRUALS AND DISCLOSURES AS MIGHT BE REQUIRED THEREUNDER. UNDER THAT GUIDANCE, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY EITHER FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 MERCY HEALTH 200 JEFFERSON AVE SE GRAND RAPIDS MI 49503 5500 0 MEDICAL EDUCATION SCHOLARSHIPS HACKLEY COMMUNITY CARE 2700 BAKER ST 3A MUSKEGON MI 49444 20000 0 GENERAL SUPPORT 2 2 MEDICAL EDUCATION SCHOLARSHIP 2 7000 MEDICAL EDUCATION SCHOLARSHIP RESIDENT RETENTION SCHOLARSHIP 5 20000 MEDICAL EDUCATION SCHOLARSHIP OSTEOCHAMPS 19 25000 MEDICAL EDUCATION SCHOLARSHIP HARMONY LAKE LLC A MEMBER OF THE LLC 300000 EQUITY INVESTED 0 TRIBUNE LOFTS A MEMBER OF THE LLC 100000 EQUITY INVESTED 0 FORM 990, PART VI, SECTION A, LINE 2 MARK FAZAKERLEY AND DENNIS CHERETTE ARE BOTH DIRECTORS OF THE ORGANIZATION AND BOTH OWN > 10% IN PIPER LAKE APARTMENTS. FORM 990, PART VI, SECTION A, LINE 7A TWO MEMBERS ARE ON THE BOARD BECAUSE OF THEIR POSITIONS WITH MERCY HEALTH PARTNERS. 1) DR. JUSTIN GRILL AS DIRECTOR OF MEDICAL EDUCATION AND 2) GARY ALLORE, AS PRESIDENT OF MERCY HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY ALL APPROPRIATE STAFF AND BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THIS IS AN ANNUAL REQUIREMENT FOR ALL MEMBERS OF THE BOARD (DISSEMINATED AT THE FIRST BOARD MEETING OF THE YEAR), WHEREBY EACH BOARD MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT AND CONFIDENTIALITY AGREEMENT. EACH COMPLETED AGREEMENT IS REVIEWED BY THE CHAIRPERSON AND RETAINED ON FILE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF EXECUTIVE DIRECTOR IS REVIEWED AND DELIBERATED ANNUALLY BY PERSONNEL COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR APPROVAL. ANY COMPENSATION OF OFFICERS OR OTHER EMPLOYEES IS REVIEWED BY THE PERSONNEL COMMITTEE AND THE FINANCE COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTOS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, SECTION XII, LINE 2C: ORGANIZATION'S PROCESS IS TO HAVE THE BOARD PRESIDENT REVIEW THE FINANCIAL STATEMENTS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND APPROVE THEM PRIOR TO ISSUANCE.