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Munson Home Services

  • Traverse City, MI
  • Tax-exempt since Jan. 2000
  • EIN: 38-2543463

Organization summary

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.

Category: Health — General and Rehabilitative / Home Health Care (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.24M (2023)

Expenses
$5.08M (2023)

Total Assets
$3.86M (2023)

Total Liabilities
$902k (2023)

Source: Form 990 tax filings from 2011 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,240,571
Expenses
$5,083,877
Net Income
-$843,306
Net Assets
$2,962,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $221,560
5.2%
Program Services $3,545,814
83.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,033
0.3%
Net Inventory Sales $459,164
10.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,407,171
47.3%
Assets/Debt
Total Assets $3,864,191
Total Liabilities $901,904
Net Assets $2,962,287
Compensation
Key Employees and Officers Compensation Related Other
Alicia Maitland (Sec/Treas/Cf) $0 $435,628 $27,634
Tonya Smith (Director) $0 $412,863 $22,637
Shari Wilson (President) $0 $279,441 $46,845
Kathleen Maly (Interim Cfo) $0 $288,390 $32,174
Kelli Tomaszewski (Director) $0 $247,016 $48,082
Dawn Halleck (Sec/Treas Pt) $0 $194,129 $42,002
+ View more people

Document Links

990
Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,412,478
Expenses
$6,163,043
Net Income
-$750,565
Net Assets
$3,805,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $300,968
5.6%
Program Services $4,582,436
84.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $490,053
9.1%
Other Revenue $39,021
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,383,261
54.9%
Assets/Debt
Total Assets $5,087,282
Total Liabilities $1,281,689
Net Assets $3,805,593
Compensation
Key Employees and Officers Compensation Related Other
Kristin Harrison (Director Mun) $104,869 $0 $29,232
Tonya Smith (Director) $0 $529,801 $82,494
Mark Hepler (Former Sec/T) $0 $528,784 $18,309
Alicia Maitland (Sec/Treas/Cf) $0 $368,822 $67,951
Mark Deponio (Former Direc) $0 $327,172 $16,093
Shari Wilson (President) $0 $268,458 $42,776
Kelli Tomaszewski (Director) $0 $219,265 $42,426
Dawn Halleck (Director) $0 $184,304 $39,959
+ View more people

Document Links

990
Filed on May 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,114,880
Expenses
$6,683,709
Net Income
-$568,829
Net Assets
$3,556,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $371,650
6.1%
Program Services $5,015,580
82.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,000
0.1%
Net Inventory Sales $695,133
11.4%
Other Revenue $23,517
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,771,216
56.4%
Assets/Debt
Total Assets $5,242,672
Total Liabilities $1,686,514
Net Assets $3,556,158
Compensation
Key Employees and Officers Compensation Related Other
Mark Hepler (Sec/Treas/Cf) $0 $522,987 $84,099
Tonya Smith (Director) $0 $377,457 $80,762
Mark Deponio (Director) $0 $355,620 $42,886
Alicia Maitland (Corporate Co) $0 $217,978 $45,202
Shari Wilson (President) $0 $217,338 $42,583
Kelli Tomaszewski (Director) $0 $177,582 $41,824
Dawn Halleck (Director) $0 $156,803 $32,370
+ View more people

Document Links

990
Filed on May 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,030,963
Expenses
$6,967,598
Net Income
-$936,635
Net Assets
$3,124,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $102,866
1.7%
Program Services $5,482,113
90.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $429,184
7.1%
Other Revenue $16,800
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,027,811
57.8%
Assets/Debt
Total Assets $4,536,008
Total Liabilities $1,411,021
Net Assets $3,124,987
Compensation
Key Employees and Officers Compensation Related Other
Mark Hepler (Sec/Treas/Cf) $0 $556,013 $79,684
Mark Deponio (Director) $0 $361,769 $39,430
Tonya Smith (Director) $0 $329,145 $67,903
Shari Wilson (President) $0 $234,168 $40,096
Alicia Maitland (Corporate Co) $0 $223,279 $43,272
Dawn Halleck (Director) $0 $180,567 $24,979
Kelli Tomaszewski (Director) $0 $161,346 $29,223
Sonja Ganger (Director) $0 $117,507 $11,676
+ View more people

Document Links

990
Filed on May 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,057,124
Expenses
$6,351,917
Net Income
-$294,793
Net Assets
$3,061,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,474,140
90.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$153
Net Inventory Sales $581,829
9.6%
Other Revenue $1,308
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,944,890
62.1%
Assets/Debt
Total Assets $3,566,134
Total Liabilities $504,512
Net Assets $3,061,622
Compensation
Key Employees and Officers Compensation Related Other
Alfred E Pilong (Director) $0 $659,315 $111,730
Mark Hepler (Sec/Treas/Cf) $0 $503,212 $81,037
Tonya Smith (Director) $0 $271,138 $53,005
Mark Deponio (Director) $0 $259,791 $34,790
Shari Wilson (President) $0 $182,834 $40,937
Sonja Ganger (Director) $0 $119,547 $35,176
Dawn Halleck (Director) $0 $78,685 $12,054
Diane Fisher (Director) $0 $70,894 $5,395
+ View more people

Document Links

990
Filed on June 1, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,876,870
Expenses
$6,299,536
Net Income
-$422,666
Net Assets
$3,356,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,027,392
85.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,294
0.2%
Net Inventory Sales $832,834
14.2%
Other Revenue $2,350
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,749,865
59.5%
Assets/Debt
Total Assets $3,855,355
Total Liabilities $498,940
Net Assets $3,356,415
Compensation
Key Employees and Officers Compensation Related Other
Alfred E Pilong (Director) $0 $592,912 $110,020
Mark Hepler (Sec/Treas/Cf) $0 $470,545 $84,671
Mark Deponio (Director) $0 $360,351 $34,420
Tonya Smith (Director) $0 $311,667 $43,175
Shari Wilson (President) $0 $217,579 $41,133
Sonja Ganger (Director) $0 $111,970 $25,110
Diane Fisher (Director) $0 $71,044 $2,131
+ View more people

Document Links

990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,603,568
Expenses
$5,862,410
Net Income
-$258,842
Net Assets
$3,279,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,439,073
97.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,000
0.0%
Net Inventory Sales $162,138
2.9%
Other Revenue $1,357
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,515,614
60.0%
Assets/Debt
Total Assets $3,722,253
Total Liabilities $443,172
Net Assets $3,279,081
Compensation
Key Employees and Officers Compensation Related Other
Alfred E Pilong (Director) $0 $638,022 $106,859
Mark Hepler (Sec/Treas/Cf) $0 $492,007 $81,915
Tonya Smith (Director) $0 $295,035 $48,746
Mark Deponio (Director) $0 $255,531 $34,043
Margo Francisco (Director) $0 $228,544 $41,897
Shari Wilson (President) $0 $203,441 $39,065
Sonja Ganger (Director) $0 $104,931 $18,108
Diane Fisher (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,790,573
Expenses
$5,759,288
Net Income
$31,285
Net Assets
$3,537,923
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,548,130
95.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $240,197
4.1%
Other Revenue $2,246
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,309,549
57.5%
Assets/Debt
Total Assets $3,954,640
Total Liabilities $416,717
Net Assets $3,537,923
Compensation
Key Employees and Officers Compensation Related Other
Alfred E Pilong (Director) $0 $611,483 $104,866
Mark Hepler (Sec/Treas/Cf) $0 $468,212 $78,339
Mark Deponio (Director) $0 $244,898 $32,344
Mary Beth Morrison (Director) $0 $234,498 $42,231
Margo Francisco (Director) $0 $228,127 $40,941
Shari Wilson (President/Ch) $0 $187,651 $36,374
Diane Fisher (Director) $0 $0 $0
Sonja Ganger (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,551,171
Expenses
$5,307,047
Net Income
$244,124
Net Assets
$3,506,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,200
0.4%
Program Services $5,321,305
95.9%
Investment Income $259
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,800
0.3%
Net Inventory Sales $189,741
3.4%
Other Revenue $2,866
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,270,221
61.6%
Assets/Debt
Total Assets $3,839,928
Total Liabilities $333,290
Net Assets $3,506,638
Compensation
Key Employees and Officers Compensation Related Other
Edwin Ness (Director) $0 $841,115 $250,595
Mark Hepler (Sec/Treas/Cf) $0 $353,242 $66,354
Mark Deponio (Director) $0 $224,613 $31,886
Mary Beth Morrison (Director) $0 $219,840 $41,620
Margo Francisco (Director) $0 $181,134 $23,053
Kathrine Garthe (Director) $0 $176,550 $17,289
Shari Wilson (President/Ch) $0 $175,619 $35,185
Diane Fisher (Director) $0 $0 $0
Sonja Ganger (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,416,005
Expenses
$5,206,816
Net Income
$209,189
Net Assets
$3,262,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
0.2%
Program Services $5,221,856
96.4%
Investment Income $218
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,325
0.3%
Net Inventory Sales $167,489
3.1%
Other Revenue $117
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,175,140
61.0%
Assets/Debt
Total Assets $3,624,898
Total Liabilities $362,384
Net Assets $3,262,514
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Edwin Ness (Director) $0 $787,424 $243,620
Mark Hepler (Sec/Treas/Cf) $0 $356,013 $63,875
Mark Deponio (Director) $0 $223,822 $31,782
Mary Beth Morrison (Director) $0 $219,468 $40,321
Kathrine Garthe (Director) $0 $194,562 $33,602
Shari Wilson (President/Ch) $0 $177,237 $33,846
Diane Fisher (Director) $0 $0 $0
Sonja Ganger (Director) $0 $0 $0
Edward Napierala (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,092,404
Expenses
$5,027,356
Net Income
$65,048
Net Assets
$3,053,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,873,561
95.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,295
0.4%
Net Inventory Sales $171,397
3.4%
Other Revenue $25,151
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,817,407
56.0%
Assets/Debt
Total Assets $3,366,422
Total Liabilities $313,097
Net Assets $3,053,325

Document Links

990
Filed on June 30, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,622,901
Expenses
$4,479,341
Net Income
$143,560
Net Assets
$2,988,277
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
0.2%
Program Services $4,723,438
> 100%
Investment Income $858
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,000
0.2%
Net Inventory Sales -$118,427
Other Revenue -$968
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,520,076
56.3%
Assets/Debt
Total Assets $3,249,328
Total Liabilities $261,051
Net Assets $2,988,277

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,663,607
Expenses
$4,560,865
Net Income
$102,742
Net Assets
$2,844,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,679,450
> 100%
Investment Income $1,702
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$48,537
Other Revenue $30,992
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,622,065
57.5%
Assets/Debt
Total Assets $3,132,979
Total Liabilities $288,262
Net Assets $2,844,717

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated