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Munson Healthcare Otsego Memorial Hospital Foundation

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$722k (2020)

Expenses
$1.04M (2020)

Total Assets
$0 (2020)

Total Liabilities
$0 (2020)

Source: Form 990 tax filings from 2011 to 2020

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$721,866
Expenses
$1,038,316
Net Income
-$316,450
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $488,679
67.7%
Program Services $133,366
18.5%
Investment Income $56,126
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,695
6.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Mark Hepler (Cfo) $0 $556,013 $79,684
Thomas Lemon (President) $0 $470,967 $78,449
Peter Handley Md (Director) $0 $437,920 $31,332
Desiree Worthington (Director) $0 $267,358 $40,031
Robert Courtois (Treasurer) $0 $275,297 $24,248
Lindsay Straight Md (Director) $0 $49,537 $1,510
David Briney (Director) $0 $5,000 $0
Mary Sanders (Director) $0 $5,000 $0
Brett Bowen (Director) $0 $0 $0
Dave Hintz (Director) $0 $0 $0
Phil Hofweber (Vice Chair) $0 $0 $0
John Makranyi (Director) $0 $0 $0
Jen Mazur (Secretary) $0 $0 $0
Barry Owens (Chair) $0 $0 $0
Thomas Page (Director) $0 $0 $0
Lori Reichard (Director) $0 $0 $0
Carolyn Study (Director) $0 $0 $0
Scott Weir (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$472,958
Expenses
$1,182,404
Net Income
-$709,446
Net Assets
$3,140,195
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,898
41.0%
Program Services $162,230
34.3%
Investment Income $70,353
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,348
Sales of Assets $51,825
11.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,140,195
Total Liabilities $0
Net Assets $3,140,195
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lemon (President) $0 $481,848 $32,587
Peter Handley Md (Director) $0 $473,334 $33,508
Lindsay Straight Md (Director) $0 $372,814 $26,295
Robert Courtois (Treasurer) $0 $235,015 $26,235
Desiree Worthington (Director) $0 $217,362 $44,426
Mary Sanders (Director) $0 $5,000 $0
David Briney (Director) $0 $2,500 $0
Brett Bowen (Director) $0 $0 $0
Dave Hintz (Director) $0 $0 $0
Phil Hofweber (Vice Chair) $0 $0 $0
John Makranyi (Director) $0 $0 $0
Jen Mazur (Secretary) $0 $0 $0
Barry Owens (Chair) $0 $0 $0
Thomas Page (Director) $0 $0 $0
Lori Reichard (Director) $0 $0 $0
Carolyn Study (Director) $0 $0 $0
Scott Weir (Director) $0 $0 $0
Mark Hepler (Cfo) $0 $503,212 $81,037

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$313,645
Expenses
$130,023
Net Income
$183,622
Net Assets
$3,795,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $245,564
78.3%
Program Services $48,853
15.6%
Investment Income $19,514
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$24,290
Sales of Assets $24,004
7.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $30,000
23.1%
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,795,533
Total Liabilities $0
Net Assets $3,795,533

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$641,226
Expenses
$1,320,068
Net Income
-$678,842
Net Assets
$3,356,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $571,999
89.2%
Program Services $0
Investment Income $34,439
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,788
5.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,122
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $71,900
5.4%
Assets/Debt
Total Assets $3,366,121
Total Liabilities $9,225
Net Assets $3,356,896
Compensation
Key Employees and Officers Compensation Related Other
Phil Hofweber (Trustee/ Secretary) $0 $0 $0
Robert Courtois (Trustee/ Hospital Cfo/ Treasurer) $0 $226,637 $22,934
Thomas Lemon (Vp/ Hospital Ceo) $0 $432,560 $23,400
Dave Briney (President) $0 $0 $0
Carolyn Study (Trustee) $0 $0 $0
Dave Hintz (Trustee) $0 $0 $0
Dr Peter Handley (Trustee/ Physician) $0 $453,822 $18,000
Dr Steven Sella (Trustee/ Physician) $0 $0 $0
John Makranyi (Trustee) $0 $0 $0
Mary Sanders (Trustee) $0 $0 $0
Terra Deming (Director Of Hopsital Hr) $0 $113,689 $0
Thomas Page (Trustee) $0 $0 $0
Brett Bowen (Trustee) $0 $0 $0
Patty Dawson (Trustee) $0 $0 $0
Jen Mazur (Trustee) $0 $0 $0
Lori Reichard (Trustee) $0 $0 $0
Scott Weir (Trustee) $0 $0 $0
Barry Owens (President Elect) $0 $0 $0
Christina Perdue (Foundation Director Partial Year) $0 $68,244 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,210,173
Expenses
$498,851
Net Income
$1,711,322
Net Assets
$3,856,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,164,729
97.9%
Program Services $0
Investment Income $33,737
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,707
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $60,890
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $79,264
15.9%
Assets/Debt
Total Assets $3,856,911
Total Liabilities $0
Net Assets $3,856,911
Compensation
Key Employees and Officers Compensation Related Other
Barry Owens (Trustee) $0 $0 $0
Carolyn Study (Trustee) $0 $0 $0
Dave Hintz (Trustee) $0 $0 $0
Dr Peter Handley (Trustee/ Physician) $0 $438,608 $18,000
Dr Steven Sella (Trustee/ Physician) $0 $0 $0
Jerry Moran (Auxilliary Liason) $0 $0 $0
John Makranyi (Trustee) $0 $0 $0
Mary Sanders (Trustee) $0 $0 $0
Phil Hofweber (Trustee/ Secretary) $0 $0 $0
Robert Courtois (Trustee/ Hospital Cfo/ Treasurer) $0 $230,650 $23,300
Terra Deming (Director Of Hopsital Hr) $0 $110,734 $0
Thomas Lemon (Vp/ Hospital Ceo) $0 $392,750 $23,300
Thomas Page (Trustee) $0 $0 $0
Dave Briney (President Elect) $0 $0 $0
Luke Noss (President) $0 $0 $0
Brad Butcher (Trustee Partial Year) $0 $0 $0
Dan Smith (Trustee/Treasurer Partial Year) $0 $0 $0
Jeff Smetzer (Trustee/Secretary Partial Year) $0 $0 $0
John Burt (Trustee Partial Year) $0 $0 $0
Pat Carroll (Trustee Partial Year) $0 $0 $0
Christina Perdue (Foundation Director) $0 $120,804 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,197,678
Expenses
$325,413
Net Income
$872,265
Net Assets
$2,071,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,138,599
95.1%
Program Services $0
Investment Income $30,133
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,946
2.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $50,805
15.6%
Professional Fundraising Fees $0
Other Salaries and Wages $67,578
20.8%
Assets/Debt
Total Assets $2,079,617
Total Liabilities $8,300
Net Assets $2,071,317
Compensation
Key Employees and Officers Compensation Related Other
Barry Owens (Trustee) $0 $0 $0
Brad Butcher (Trustee) $0 $0 $0
Carolyn Study (Trustee) $0 $0 $0
Dan Smith (Treasurer) $0 $0 $0
Dave Hintz (Trustee) $0 $0 $0
David Briney (Trustee) $0 $0 $0
Dr Peter Handley (Trustee / Physician) $0 $336,487 $18,000
Dr Steven Sella (Trustee / Physician) $0 $0 $0
Jeff Smetzer (Secretary) $0 $0 $0
Jerry Moran (Auxilliary Liason) $0 $0 $0
John Burt (Trustee) $0 $0 $0
John Makranyi (Trustee) $0 $0 $0
Luke Noss (President Elect) $0 $0 $0
Mary Sanders (President) $0 $0 $0
Pat Carroll (Trustee) $0 $0 $0
Phil Hofweber (Trustee) $0 $0 $0
Robert Courtois (Trustee / Hospital Cfo) $0 $201,829 $18,000
Terra Deming (Director Of Hopsital Hr) $0 $100,322 $0
Thomas Lemon (Vp / Hospital Ceo) $0 $334,998 $18,000
Thomas Page (Trustee) $0 $0 $0
Christina Perdue (Foundation Director) $0 $100,297 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$647,542
Expenses
$835,176
Net Income
-$187,634
Net Assets
$1,275,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $612,742
94.6%
Program Services $0
Investment Income $33,192
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,608
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,254
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $55,889
6.7%
Assets/Debt
Total Assets $1,281,873
Total Liabilities $6,108
Net Assets $1,275,765
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lemon (Vice President/Hospital Ceo) $0 $292,442 $17,225
Mary Sanders (President Elect) $0 $0 $0
Sheila Simpson (President) $0 $0 $0
Jeff Smetzer (Secretary) $0 $0 $0
Dan Smith (Treasurer) $0 $0 $0
David Briney (Trustee) $0 $0 $0
Terra Deming (Trustee) $0 $96,388 $0
Carolyn Study (Trustee) $0 $0 $0
Brad Bensinger (Trustee) $0 $0 $0
Peter Handley (Trustee) $0 $307,201 $17,500
Luke Noss (Trustee) $0 $0 $0
Robert Courtois (Trustee / Hospital Cfo) $0 $184,866 $17,500
David Bennett (Trustee) $0 $0 $0
John Burt (Trustee) $0 $0 $0
Brad Butcher (Trustee) $0 $0 $0
Dave Hintz (Trustee) $0 $0 $0
Thomas Page (Trustee) $0 $0 $0
Steven Sella (Director) $0 $0 $0
Pat Carroll (Trustee) $0 $0 $0
Claudia Bryant (Trustee) $0 $0 $0
John Makranyi (Trustee) $0 $0 $0
Christina Perdue (Foundation Director) $0 $100,079 $2,500

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$560,415
Expenses
$503,281
Net Income
$57,134
Net Assets
$1,413,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $514,263
91.8%
Program Services $0
Investment Income $31,215
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,937
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,424
7.8%
Professional Fundraising Fees $0
Other Salaries and Wages $40,423
8.0%
Assets/Debt
Total Assets $1,417,321
Total Liabilities $4,250
Net Assets $1,413,071
Compensation
Key Employees and Officers Compensation Related Other
David Briney (Trustee) $0 $0 $0
Terra Deming (Trustee) $0 $87,162 $5,330
Thomas Lemon (Vice President/Hospital Ce) $0 $209,100 $22,827
Mary Sanders (Trustee) $0 $0 $0
Caroline Gornick (President) $0 $0 $0
Carolyn Study (Trustee) $0 $0 $0
Brad Bensinger (Trustee) $0 $0 $0
Dr Peter Handley (Trustee) $0 $260,111 $34,809
Sheila Simpson (President Elect) $0 $0 $0
Jeff Smetzer (Secretary) $0 $0 $0
Dan Smith (Treasurer) $0 $0 $0
Luke Noss (Trustee) $0 $0 $0
Robert Courtois (Trustee / Hospital Cfo) $0 $153,980 $40,500
David Bennett (Trustee) $0 $0 $0
John Burt (Trustee) $0 $0 $0
Brad Butcher (Trustee) $0 $0 $0
Dave Hintz (Trustee) $0 $0 $0
Peg Metzger (Trustee) $0 $0 $0
Thomas Page (Trustee) $0 $0 $0
Steven Sella (Trustee) $0 $0 $0
Christina Perdue (Foundation Director) $0 $72,330 $5,558

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$562,806
Expenses
$562,515
Net Income
$291
Net Assets
$1,258,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $532,026
94.5%
Program Services $0
Investment Income $30,780
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,428
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $36,165
6.4%
Assets/Debt
Total Assets $1,267,769
Total Liabilities $9,550
Net Assets $1,258,219

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$480,594
Expenses
$456,447
Net Income
$24,147
Net Assets
$1,156,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $460,185
95.8%
Program Services $0
Investment Income $20,409
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,441
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $40,017
8.8%
Assets/Debt
Total Assets $1,171,408
Total Liabilities $15,175
Net Assets $1,156,233

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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