2025-11-14T09:57:47+00:00 2024-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2024-01-01 382293985 Hospice Care of Southwest Michigan HOSP 2483876023 7100 Stadium Drive Kalamzoo MI 49009 Patrick Miller CEO 2025-11-14 true true JENNIFER BURKE P01342224 3128997000 2025-11-14 2024 2025-03-06 01:10:19Z CENTRICA CARE NAVIGATORS Patrick Miller 7100 Stadium Drive Kalamzoo MI 49009 44566803 false X CENTRICACARE.ORG X 1981 MI PROVIDE SERVICES FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES. 8 8 361 143 0 925275 618861 46199317 42716576 -699518 1208244 -8550 -1090 46416524 44542591 0 0 0 0 34122506 31114991 0 0 333814 17205956 15309669 51328462 46424660 -4911938 -1882069 63293436 66607117 8475546 8428263 54817890 58178854 Centrica meets our patients and families where they are with urgency, purpose and compassionate accountability surrounding them with decades of dedicated hospice expertise. false false 36577337 0 42483285 HOSPICE SERVICES: THE FOLLOWING SERVICES ARE PROVIDED THROUGH HOSPICE: AS NEEDED AND AS APPROPRIATE-NURSING SERVICES, MEDICAL SOCIAL WORK, PHYSICIAN SERVICES, SPIRITUAL COUNSELING, TRAINED VOLUNTEERS, PHYSICAL THERAPY, NUTRITIONAL COUNSELING, OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE THERAPY, HOME HEALTH AIDE SERVICES, HOMEMAKER SERVICES, SHORT-TERM INPATIENT CARE, SHORT-TERM CONTINUOUS CARE, SHORT-TERM RESPITE INPATIENT CARE, AND GRIEF SERVICES. ALSO PROVIDED ARE RELATED MEDICAL SUPPLIES, MEDICATION, AND DURABLE MEDICAL EQUIPMENT. 260640 0 238429 GRIEF SUPPORT SERVICES: PROGRAMS OFFERED BY THE AGENCY ON A COMPREHENSIVE BASIS AFTER THE DEATH OF THE LOVED ONE. SPECIAL PROGRAMS ARE ALSO OFFERED FOR CHILDREN WHO HAVE SUFFERED THE LOSS OF A LOVED ONE. HOSPICE OF MICHIGAN PROVIDES GRIEF SUPPORT SERVICES TO CAREGIVERS, FAMILY, AND COMMUNITY MEMBERS. SERVICES OFFERED TO THE BEREAVED COMMUNITY CONTINUE TO BE ROBUST AND WIDE RANGING. 36837977 true true false false false false false false false true true false false false true true false true false false false false false false true false false false false true false false false false false false false false false false false false false false false true false false false false true 52 0 true 361 true false false false false false true true false false false false false false X 8 8 false false true false true true true true true false false false true true true true true true false false false false MI X Jamie Cockerel 2483876023 7100 Stadium Drive Kalamzoo MI 49009 X Charles Ofstein Vice President 1.0 1.0 X X 0 0 0 erin gallagher Treasurer (Until April 2024) 1.0 0 X X 0 0 0 Jerry potratz Secretary 1.0 0 X X 0 0 0 Tom Jager President 1.0 1.0 X X 0 0 0 Daniel Liehr Director 1.0 0 X 0 0 0 Dr Cheryl Dickson Director 1.0 0 X 0 0 0 Father John Fleckenstein Director (Until Feb 2024) 1.0 0 X 0 0 0 Michael Jones Director 1.0 0 X 0 0 0 Molly peterson Director 1.0 0 X 0 0 0 Reverend Bobette Hampton Director (Until April 2024) 1.0 0 X 0 0 0 Susan Springgate Director 1.0 0 X 0 0 0 Wendy fields Director (Until Aug 2024) 1.0 0 X 0 0 0 David schulz CFO (until Feb 2024)/ AVP, Financial Planning & Analysis 40.0 0 X 254247 0 9418 Eric Kaplan VP/Chief Information Officer 1.0 39.0 X 0 339211 20238 Jamie Cockerel VP, CFO 1.0 38.0 X 0 322155 21815 Kelly Mccormick CEO (Until Feb 2024)/VP, Chief Clinical Excellence Officer 38.0 2.0 X 543768 0 8418 Krista Newman VP/Chief Operating Officer 1.0 39.0 X 0 395212 27019 Lee Ann Myers Executive VP/Chief Administrative Officer 1.0 39.0 X 0 573494 21861 Marcie Hillary Executive VP/Chief Experience Officer 1.0 39.0 X 0 522411 29399 Patrick Miller President & CEO (Begin Jan) 1.0 39.0 X 0 778993 34832 Denise King VP, Chief Branding and Marketing Officer 38.0 2.0 X 330525 0 7522 Patricia McDaniel VP, Business Development 1.0 39.0 X 0 237711 13274 Paul gray Vice President, Chief Strategy Officer 1.0 39.0 X 0 293145 30255 Thomas O'Neil Medical Director 1.0 39.0 X 0 277596 29414 Angela Barber RN Case Manager 40.0 0 X 164977 0 18592 ashley Aultman HOSPICE PHYSICIAN 40.0 0 X 218518 0 23730 Kristin whyte AVP, Program Administrator 40.0 0 X 240752 0 39888 Lawrence Anthony RN 40.0 0 X 182463 0 17148 Todd welton HOSPICE PHYSICIAN 40.0 0 X 308970 0 10724 2244220 3739928 363547 103 false true false Alamo Nursing Home 8290 West C Ave 8290 West C Ave Kalamazoo MI 49009 Skilled Nursing Care 1219501 Laurels of Galesburg 1080 N 35th Kalamazoo MI 49009 Skilled Nursing Care 571822 Heritage Community of Kalamazoo 2400 Portage Rd Kalamazoo MI 49009 Skilled Nursing Care 559866 Portage OPCO 7855 Currier Dr Portage MI 49002 Skilled Nursing Care 284742 Medilodge of Westwood 2575 N Drake Rd Kalamazoo MI 49006 Skilled Nursing Care 280463 16 13959 51240 553662 7745 618861 NET PATIENT SERVICE REVENUE 623000 42716576 42716576 0 0 0 0 42716576 1208244 1208244 0 0 0 0 8155 51240 15682 -7527 -7527 9829 8530 1299 1299 miscellaneous 900099 5138 5138 0 0 0 0 5138 44542591 42721714 0 1202016 2196091 1768073 408912 19106 23829403 19185052 4437035 207316 519684 418398 96765 4521 2767735 2228304 515352 24079 1802078 1450853 335547 15678 68914 68914 105000 105000 205433 205433 1227294 112840 1073064 41390 19942 655 19287 78462 13892 58041 6529 1136756 275162 861261 333 451728 151110 300618 950551 904807 44572 1172 45987 41882 3956 149 75893 75893 534162 534162 Contracted Room & Board 5387828 5387828 Durable Medical Equipment 1455630 1455630 Bad debt expense 183872 183872 Medical Supplies 3022409 3022409 359808 237210 109057 13541 46424660 36837977 9252869 333814 342489 1334109 4863368 4760047 5349782 4910233 0 0 0 543788 469220 12478613 4702859 8216927 7775754 43909811 47323534 0 0 67271 34220 63293436 66607117 5069569 4980826 0 3333702 3146472 72275 300965 8475546 8428263 X 49703429 52526498 5114461 5652356 54817890 58178854 63293436 66607117 X -1882069 5348143 -105110 X false true true false X 2273427 4960852 962839 917336 618861 9733315 0 0 2273427 4960852 962839 917336 618861 9733315 541880 9191435 721849 814855 849624 958649 1208244 4553221 33153 63594 31645 44534 17984 190910 7354 69250 86503 -45145 5138 123100 14600546 205281684 0.62953 0.6618 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 7354.0, COLUMN B - 69250.0, COLUMN C - 86503.0, COLUMN D - -45145.0, COLUMN E - 5138.0, COLUMN F - 123100.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4738516 340964 5079480 4070640 682218 14342 4738516 4802658 -718056 13962 4070640 4184161 633051 14554 4802658 3658126 537924 11889 4184161 0.0 0.4363 0.5637 true false 584633 584633 6843208 308505 6534703 15687 9341 6346 4977113 4385013 592100 57972 57972 7775754 Federal Income Taxes LEASE LIABILITY 29500 due to affiliates 271465 300965 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT ACCOUNT WAS ESTABLISHED WITH FUNDS DONATED FOR THE PRIMARY PURPOSE OF PROVIDING AN ENDOWMENT FOR FUNDING THE OPERATIONS OF THE ORGANIZATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HOSPICE IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. HOSPICE'S FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF MICHIGAN FOR THE LAST THREE YEARS. HOSPICE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. HOSPICE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. HOSPICE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2024 AND 2023. Centrica Golf 44931 36776 8155 11482 Butterfly Release 14464 14464 0 4200 0 59395 51240 8155 15682 15682 -7527 false false false false false false false true false Krista Newman VP/Chief Operating Officer 0 304146 0 62500 0 28566 0 9424 0 17595 0 422231 0 0 Marcie Hillary Executive VP/Chief Experience Officer 0 413252 0 91783 0 17376 0 13800 0 15599 0 551810 0 0 Patrick Miller President & CEO (Begin Jan) 0 635006 0 100472 0 43515 0 13800 0 21032 0 813825 0 0 Lee Ann Myers Executive VP/Chief Administrative Officer 0 457046 0 100472 0 15976 0 13800 0 8061 0 595355 0 0 Jamie Cockerel VP, CFO 0 277432 0 30002 0 14721 0 12827 0 8988 0 343970 0 0 Eric Kaplan VP/Chief Information Officer 0 276311 0 45000 0 17900 0 11586 0 8652 0 359449 0 0 Kelly Mccormick CEO (Until Feb 2024)/VP, Chief Clinical Excellence Officer 441133 0 89896 0 12739 0 7831 0 587 0 552186 0 0 0 David schulz CFO (until Feb 2024)/ AVP, Financial Planning & Analysis 212442 0 41549 0 256 0 6218 0 3200 0 263665 0 0 0 Patricia McDaniel VP, Business Development 0 197118 0 24750 0 15843 0 9546 0 3728 0 250985 0 0 Thomas O'Neil Medical Director 0 268235 0 0 0 9361 0 11812 0 17602 0 307010 0 0 Denise King VP, Chief Branding and Marketing Officer 276899 0 43588 0 10038 0 7130 0 392 0 338047 0 0 0 Paul gray Vice President, Chief Strategy Officer 0 274921 0 0 0 18224 0 11274 0 18981 0 323400 0 0 Kristin whyte AVP, Program Administrator 200176 0 40320 0 256 0 6105 0 33783 0 280640 0 0 0 Lawrence Anthony RN 180149 0 2043 0 271 0 5216 0 11932 0 199611 0 0 0 ashley Aultman HOSPICE PHYSICIAN 175620 0 12409 0 30489 0 4558 0 19172 0 242248 0 0 0 Todd welton HOSPICE PHYSICIAN 303698 0 5016 0 256 0 9017 0 1707 0 319694 0 0 0 Angela Barber RN Case Manager 164977 0 0 0 0 0 5322 0 13270 0 183569 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S PRESIDENT & CEO IS PAID BY HOSPICE OF MICHIGAN, INC (HOM), A RELATED TAX-EXEMPT ORGANIZATION. HOM UTILIZES THE FOLLOWING METHODS IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT CONTRACT Schedule J, Part I, Line 7 Non-fixed payments Bonuses for Officers are determined at the discretion of the Board of Directors and CEO. Bonuses for the Executives are determined at the discretion of the CEO, and Bonuses for AVPs/Directors/Managers are determined at the discretion of the Executives. The achievement of performance goals are utilized in the determination of bonuses. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF OFFICERS The President/CEO and other officers are compensated by Hospice of Michigan, a related party. The Executive Committee of the Board of Trustees meets annually in April subsequent to the acceptance of the audited financial statements to review and approve as appropriate, funds to be allocated for total compensation for the organization's President/CEO, including base salary, bonus, car allowance, and other benefits. The Executive Committee also determines if the President/CEO's contract needs to be updated or renewed at this time. Minutes are taken up until the point where discussion of compensation takes place and a vote/decision is made in regards to compensation. In addition, in 2024 an external compensation study was performed to assess executive compensation. The compensation study aims to price positions at market by using local, national, and industry specific survey data. An outside consultant is engaged through American Society of Employers (ASE). Market data was gathered through at least three external surveys and nationally compared 990's of the largest hospices nationally as well as the top Michigan hospitals with revenues of similar size. Form 990, Part VI, Line 4 Significant changes to organizational documents THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED TO ORGANIZE THE CORPORATION ON A MEMBERSHIP BASIS AND TO NAME THE SOLE MEMBER AS HOSPICE OF MICHIGAN. THE BYLAWS WERE ALSO AMENDED TO GRANT THE MEMBER CERTAIN POWERS AS LISTED FOR PART VI, LINE 7B. Form 990, Part VI, Line 6 Classes of members or stockholders THE CORPORATION IS ORGANIZED ON A NON-STOCK BASIS AS A NONPROFIT MEMBERSHIP CORPORATION. THE SOLE MEMBER IS HOSPICE OF MICHIGAN, INC. ("HOM THE "MEMBER"). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CORPORATION IS ORGANIZED ON A NON-STOCK BASIS AS A NONPROFIT MEMBERSHIP CORPORATION. THE SOLE MEMBER IS HOSPICE OF MICHIGAN, INC. ("HOM THE "MEMBER"). PURSUANT TO SECTION 4.19 OF THE BYLAWS, APPROVAL BY THE MEMBER SHALL BE REQUIRED FOR THE ELECTION OF VOTING MEMBERS OF THE CORPORATION'S BOARD, INCLUDING THE FILLING OF VACANCIES. PURSUANT TO SECTION 4.025 OF THE BYLAWS, AT THE MEMBER'S SOLE DISCRETION, HOM MAY APPOINT UP TO TWO REPRESENTATIVES TO SERVE EX OFFICIO, WITHOUT VOTING RIGHTS ON THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders RESERVED POWERS: PURSUANT TO SECTION 4.19 OF THE BYLAWS, IN ADDITION TO OTHER RIGHTS RESERVED TO THE MEMBER BY LAW, APPROVAL BY THE MEMBER SHALL BE REQUIRED FOR THE FOLLOWING ACTIONS: A. THE ELECTION/APPOINTMENT OF NEW VOTING MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, INCLUDING THE FILLING OF VACANCIES; B. ANY AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS; C. A CHANGE IN THE CORPORATION'S MISSION STATEMENT; D. APPROVAL OF BUDGET; E. HIRING/FIRING OF ANY EXECUTIVE; F. GEOGRAPHIC EXPANSION; G. APPROVAL OF MAJOR NON-EMPLOYMENT CONTRACTS OR EXPENDITURES; H. TERMINATING, MODIFYING, OR ENTERING INTO NEW CONTRACTS OR ENGAGING IN ANY TRANSACTIONS NOT IN THE ORDINARY COURSE OF BUSINESS, WITH THE EXCEPTION OF THE AFFILIATION AGREEMENT WHERE THE AUTHORITY TO UNWIND IS VESTED IN THE BOARD OF DIRECTORS; I. MAJOR STRATEGIC INITIATIVES; J. EXECUTION OF ANY LEASES, OR SALE/PURCHASE OF ANY REAL PROPERTY; K. ADOPTION OR APPROVAL OF ANY PLAN OR DISSOLUTION OF THE CORPORATION; AND L. ADOPTION OR APPROVAL OF ANY PLAN OR MERGER, CONSOLIDATION, OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR PROPERTY OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT COPY OF THE 990 IS PRESENTED TO THE MEMBER'S BOARD OF DIRECTORS BEFORE THE RETURNS ARE TRANSMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy PROCEDURE: EMPLOYEES, BOTH PAID AND UNPAID (FROM HERE FORWARD REFERRED TO AS "EMPLOYEE"), AND BOARD DIRECTORS, HAVE A FUNDAMENTAL OBLIGATION TO ACT IN THE BEST INTEREST OF PATIENT CARE AND CENTRICA. EVERY BOARD DIRECTOR AND EMPLOYEE IS RESPONSIBLE FOR ACTING CONSISTENT WITH THIS OBLIGATION WHEN ENGAGING IN ACTIVITIES, AND SHOULD NOT LET OTHER PERSONAL AND FINANCIAL INTERESTS INTERFERE WITH THIS OBLIGATION. GENERAL PRACTICE GUIDELINES: (1) CENTRICA REQUIRES THAT ALL MEMBERS OF ITS BOARDS OF DIRECTORS AND EMPLOYEES DISCLOSE INTERESTS THAT COULD RESULT IN A CONFLICT. ANNUALLY, ALL BOARD DIRECTORS SIGN OFF ON A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY SITUATION WHICH MAY REPRESENT A CONFLICT. THE CORPORATE COMPLIANCE OFFICER (CCO) ALSO HAS ACCESS TO THE BOARD AT LEAST ANNUALLY. THE ORGANIZATION ALSO UTILIZES 990 Tracker, A TOOL PROVIDED BY OUR TAX ADVISORS, TO SEND CONFLICT OF INTEREST SURVEYS TO ALL VOTING BOARD DIRECTORS, EXECUTIVES, AND THE HIGHEST PAID STAFF. (2) ALL BOARD DIRECTORS AND EMPLOYEES ARE REQUIRED TO SUBMIT A DISCLOSURE STATEMENT, IF THERE IS A CONFLICT OF INTEREST THAT MEETS THE STATED DEFINITION, AT THE BEGINNING OF EMPLOYMENT OR TERM. (3) IF A MATTER ARISES IN WHICH A DIRECTOR OF THE BOARD OR EMPLOYEE HAS A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY DISCLOSE IT TO THE CEO, OR IN THE CASE OF THE CEO, THE BOARD CHAIRPERSON. (4) AN INDIVIDUAL WITH A POTENTIAL CONFLICT OF INTEREST SHALL NOT PROCEED TO MAKE ANY DECISION OR TAKE ANY ACTION ON BEHALF OF THE ORGANIZATION WITH THE APPROVAL OF THE BOARD OF DIRECTORS. (5) CENTRICA EMPLOYEES ARE PRECLUDED FROM ENGAGING IN ACTIVITIES WITH ANY "VENDOR OR SUPPLIER BUSINESS" (AS THAT TERM IS DEFINED IN THE POLICY) THAT DOES OR SEEKS BUSINESS WITH CENTRICA WHICH MAY RESULT IN A PERSONAL BENEFIT TO THE EMPLOYEE AT THE EXPENSE OF CENTRICA OR MAY INFLUENCE THE EMPLOYEE'S DECISIONS ON MATTERS INVOLVING CENTRICA AND A VENDOR OR SUPPLIER BUSINESS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances change in fair value of net assets after acquisition of Centrica Care Navigators - -105110; Total - -105110; Hospice of Michigan Inc 2366 Oak Valley Dr Ann Arbor MI 48103 382255529 Hospice Care MI 501(c)(3) 10 NA false Supportive Care Services of Michigan Inc 2366 Oak Valley Dr Ann Arbor MI 48103 383197374 Management Services MI 501(c)(3) Hospice of Michigan Inc false NorthStar Palliative Care Inc 2366 Oak Valley Dr Ann Arbor MI 48103 822430786 Palliative Care MI 501(c)(3) 3 Hospice of Michigan Inc false Arbor Hospice Inc 2366 Oak Valley Dr Ann Arbor MI 48103 382532215 Hospice Care MI 501(c)(3) 7 Hospice of Michigan Inc false false false false false false false false false false false false false true true true false true false true