efile Public Visual Render
ObjectId: 201431349349305038 - Submission: 2014-05-14
TIN: 27-3600575
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
Attach to Form 990.
See separate instructions.
OMB No. 1545-0047
20
12
Open to Public Inspection
Name of the organization
MUNSON MEDICAL GROUP
Employer identification number
27-3600575
Part I
Identification of Disregarded Entities
(Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
MUNSON DIALYSIS CENTER
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-3097861
DIALYSIS
MI
C3
3
MUNSON HC
MUNSON HEALTHCARE
No
(2)
MUNSON HEALTHCARE
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-2640544
PARENT
MI
C3
11B
NA
No
(3)
MUNSON HEALTHCARE REGIONAL FOUNDATI
FOUNDATION
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-2642724
RAISE FUND
MI
C3
7
MUNSON HC
MUNSON HEALTHCARE
No
(4)
MUNSON HOME CARE
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-2191390
HOME HEALT
MI
C3
9
MUNSON HOM
MUNSON HOME HEALTH
No
(5)
MUNSON HOME HEALTH
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-3335362
HOME HEALT
MI
C3
11B
MUNSON HC
MUNSON HEALTHCARE
No
(6)
MUNSON HOME SERVICES
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-2543463
HOME HEALT
MI
C3
9
MUNSON HOM
MUNSON HOME HEALTH
No
(7)
MUNSON MEDICAL CENTER
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-1362830
HOSPITAL
MI
C3
3
MUNSON HC
MUNSON HEALTHCARE
No
(8)
NORTH FLIGHT INC
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-2657917
MED TRANSP
MI
C3
11B
MUNSON HC
MUNSON HEALTHCARE
No
(9)
PAUL OLIVER MEMORIAL HOSPITAL
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
38-1415623
HEALTHCARE
MI
C3
3
MUNSON HC
MUNSON HEALTHCARE
No
(10)
PAUL OLIVER MEMORIAL HOSPITAL FOUND
FOUNDATION
1105 SIXTH ST
TRAVERSE CITY
,
MI
49684
23-7201619
RAISE FUND
MI
C3
7
PAUL OLIVE
PAUL OLIVER MEMORIAL HOSPITAL
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Page 2
Schedule R (Form 990) 2012
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
MUNSON MEDICAL BUILDING PARTNERS
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2830005
REAL ESTAT
MI
N/A
No
No
(2)
NORTHERN MICHIGAN SUPPLY ALLIANCE
2651 AERO PARK DR
TRAVERSE CITY
,
MI
49686
38-3453378
PURCHASING
MI
N/A
No
No
(3)
MUNSON MEDICAL BUILDING PARTNERS
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2830005
REAL ESTAT
MI
N/A
No
No
(4)
NORTHERN MICHIGAN SUPPLY ALLIANCE
2651 AERO PARK DR
TRAVERSE CITY
,
MI
49686
38-3453378
PURCHASING
MI
N/A
No
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
MUNSON SUPPORT SERVICES
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2872821
LAUNDRY
MI
N/A
No
(2)
MUNSON SERVICES INC
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-3144382
PHARMACY
MI
N/A
No
(3)
MEDICAL OFFICE BUILDING CONDOMINUM
MEDICAL OFFICE BUILDING CONDOMINUM
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-3567278
REAL ESTAT
MI
N/A
No
(4)
SIXTH STREET DRUGS INC
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2298290
PHARMACY
MI
N/A
No
(5)
MEDICAL OFFICE CONDOMINIUM
MEDICAL OFFICE CONDOMINIUM
PO BOX 1188
TRAVERSE CITY
,
MI
49685
20-1902620
REAL ESTAT
MI
N/A
No
(6)
MUNSON MOBILE IMAGING
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2704069
IMAGING
MI
N/A
No
(7)
MUNSON SUPPORT SERVICES
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2872821
LAUNDRY
MI
N/A
No
(8)
MUNSON SERVICES INC
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-3144382
PHARMACY
MI
N/A
No
(9)
MEDICAL OFFICE BUILDING CONDOMINUM
MEDICAL OFFICE BUILDING CONDOMINUM
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-3567278
REAL ESTAT
MI
N/A
No
(10)
SIXTH STREET DRUGS INC
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2298290
PHARMACY
MI
N/A
No
(11)
MEDICAL OFFICE CONDOMINIUM
MEDICAL OFFICE CONDOMINIUM
PO BOX 1188
TRAVERSE CITY
,
MI
49685
20-1902620
REAL ESTAT
MI
N/A
No
(12)
MUNSON MOBILE IMAGING
PO BOX 1188
TRAVERSE CITY
,
MI
49685
38-2704069
IMAGING
MI
N/A
No
Schedule R (Form 990) 2012
Page 3
Schedule R (Form 990) 2012
Page
3
Part V
Transactions With Related Organizations
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest
(ii)
annuities
(iii)
royalties or
(iv)
rent from a controlled entity
.
.
.
.
.
.
.
.
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.
1a
No
b
Gift, grant, or capital contribution to related organization(s)
.
.
.
.
.
.
.
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1b
No
c
Gift, grant, or capital contribution from related organization(s)
.
.
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1c
Yes
d
Loans or loan guarantees to or for related organization(s)
.
.
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1d
No
e
Loans or loan guarantees by related organization(s)
.
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1e
No
f
Dividends from related organization(s)
.
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1f
No
g
Sale of assets to related organization(s)
.
.
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1g
No
h
Purchase of assets from related organization(s)
.
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1h
No
i
Exchange of assets with related organization(s)
.
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1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.
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1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
.
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1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.
.
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1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.
.
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1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
.
.
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.
.
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.
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.
1n
No
o
Sharing of paid employees with related organization(s)
.
.
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1o
Yes
p
Reimbursement paid to related organization(s) for expenses
.
.
.
.
.
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.
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
.
.
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.
.
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1q
Yes
r
Other transfer of cash or property to related organization(s)
.
.
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1r
No
s
Other transfer of cash or property from related organization(s)
.
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1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
MUNSON MEDICAL CENTER
C
4,900,000
FMV
(2)
MUNSON MEDICAL CENTER
L
482,674
FMV
(3)
MUNSON HEALTHCARE
M
85,512
FMV
(4)
MUNSON MEDICAL CENTER
Q
86,697
FMV
(5)
MUNSON MEDICAL CENTER
M
440,712
FMV
(6)
MUNSON MEDICAL CENTER
O
5,901,702
FMV
(7)
MUNSON HEALTHCARE
P
85,529
FMV
(8)
MUNSON MEDICAL CENTER
P
17,062,339
FMV
(9)
NORTHERN MICHIGAN SUPPLY ALLIANCE
P
112,643
FMV
(10)
MUNSON MEDICAL CENTER
C
4,900,000
FMV
(11)
MUNSON MEDICAL CENTER
L
482,674
FMV
(12)
MUNSON HEALTHCARE
M
85,512
FMV
(13)
MUNSON MEDICAL CENTER
Q
86,697
FMV
(14)
MUNSON MEDICAL CENTER
M
440,712
FMV
(15)
MUNSON MEDICAL CENTER
O
5,901,702
FMV
(16)
MUNSON HEALTHCARE
P
85,529
FMV
(17)
MUNSON MEDICAL CENTER
P
17,062,339
FMV
(18)
NORTHERN MICHIGAN SUPPLY ALLIANCE
P
112,643
FMV
Schedule R (Form 990) 2012
Page 4
Schedule R (Form 990) 2012
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
(Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2012
Page 5
Schedule R (Form 990) 2012
Page
5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier
Return Reference
Explanation
Additional Data
Software ID:
Software Version: