Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
Spectrum Health System Group Return
 
Employer identification number

61-1740292
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
(1) Jordan Sall
  		Director, SHGM Tuition Assistance   X 32,000 27,315   No   No Yes  
(2) ROBERT FITZGERALD MD
  		DIRECTOR, SHMG TUITION ASSISTANCE   X 27,000 3,422   No   No Yes  
(3) MARTHA BOONSTRA
  		OFFICER, SHMG TUITION ASSISTANCE   X 27,000 3,422   No   No Yes  
Total ...............Small Bullet $ 34,159
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2020
Schedule L (Form 990 or 990-EZ) 2020
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ANESTHIA ASSOCIATES OF WEST MICHIGAN
  		BUSINESS 1,207,076 SHL-SEE SCH L, PART V   No
(2) PHILIP WAALKES
  		FAMILY 301,423 SHMG-SEE SCH L, PART V   No
(3) LYNN TODMAN
  		FAMILY 184,418 LHNSJ-SEE SCH L, PART V   No
(4) SUSAN PHILLIPS
  		FAMILY 184,251 SHMG-SEE SCH L, PART V   No
(5) JAMIE MCLACHLAN
  		FAMILY 152,719 SHBR-SEE SCH L, PART V   No
(6) LESLIE SCHULTE
  		FAMILY 113,540 SHMG-SEE SCH L, PART V   No
(7) INEZ BONIFACE
  		FAMILY 110,124 LHNSJ-SEE SCH L, PART V   No
(8) CLARK GRUBER
  		FAMILY 89,421 LHNSJ-SEE SCH L, PART V   No
(9) PHILLIP COOPER
  		FAMILY 80,644 LHNSJ-SEE SCH L, PART V   No
(10) SAMUEL BOLAND
  		FAMILY 79,171 SHH-SEE SCH L, PART V   No
(11) JAYME MCLACHLAN
  		FAMILY 75,703 SHRC-SEE SCH L, PART V   No
(12) DILLON NABOZNY
  		FAMILY 70,323 SHBR-SEE SCH L, PART V   No
(13) KATELYN WILSON
  		FAMILY 68,600 SHZ-SEE SCH L, PART V   No
(14) MICHELE BORRE
  		FAMILY 63,746 LHNSJ-SEE SCH L, PART V   No
(15) ERICA MELECA
  		FAMILY 61,945 SHH-SEE SCH L, PART V   No
(16) JENA LEE ZEERIP
  		FAMILY 57,937 SHGM-SEE SCH L, PART V   No
(17) DANELLE ARNOLD
  		FAMILY 48,651 LHNSJ-SEE SCH L, PART V   No
(18) ANDREW DEKRAKER
  		FAMILY 44,911 SHU-SEE SCH L, PART V   No
(19) JENNIFER MAIER
  		FAMILY 43,132 LHNSJ-SEE SCH L, PART V   No
(20) MICHELLE PETZ
  		FAMILY 40,633 SHGM-SEE SCH L, PART V   No
(21) HEIDI HOFMAN
  		FAMILY 34,971 SHMG-SEE SCH L, PART V   No
(22) TARA ANAMA
  		FAMILY 34,737 SHZ-SEE SCH L, PART V   No
(23) TIMOTHY O'CALLAGHAN
  		FAMILY 17,463 SHMG-SEE SCH L, PART V   No
(24) ALLISON FITZGERALD
  		FAMILY 11,084 SHH-SEE SCH L, PART V   No
(25) ELLIE TROYER
  		FAMILY 11,068 LHNSJ-SEE SCH L, PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part V SHZ FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MR. KURT WASSINK, A MEMBER OF SHZ'S BOARD OF DIRECTORS, HAS A SISTER-IN-LAW THAT IS EMPLOYED BY SHZ. (PART IV, LINE 22) MR. MARK WILSON, A MEMBER OF SHZ'S BOARD OF DIRECTORS, HAS A DAUGHTER THAT IS EMPLOYED BY SHZ. (PART IV, LINE 13)
Schedule L, Part V SHGM FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MS. MELISSA MILLER, A MEMBER OF SHGM'S BOARD OF DIRECTORS, HAS A SISTER-IN-LAW THAT IS EMPLOYED BY SHGM. (PART IV, LINE 16) MR. WILLIAM LEAVER, A MEMBER OF SHGM'S BOARD OF DIRECTORS, HAS A SISTER-IN-LAW THAT IS EMPLOYED BY SHGM. (PART IV, LINE 20)
Schedule L, Part V SHL BUSINESS RELATIONSHIPS WITH INTERESTED PERSONS MR. MICHAEL GREENSLAIT, A MEMBER OF SHL'S BOARD OF DIRECTORS, IS THE OWNER OF ANESTHIA ASSOCIATES OF WEST MICHIGAN, FROM WHOM SHL PURCHASES PHYSICIAN SERVICES. (PART IV, LINE 1)
Schedule L, Part V SHMG FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MS. MARY O'CALLAGHAN, A MEMBER OF SHMG'S BOARD OF DIRECTORS, HAS A SPOUSE THAT IS EMPLOYED BY SHMG. (PART IV, LINE 23) MR. BRIAN PHILLIPS, AN OFFICER AND MEMBER OF SHMG'S BOARD OF DIRECTORS, HAS A SPOUSE AND DAUGHTER THAT ARE EMPLOYED BY SHMG. (PART IV, LINE 4,6) MS. ANNICA WAALKES, A MEMBER OF SHMG'S BOARD OF DIRECTORS, HAS A SPOUSE THAT IS EMPLOYED BY SHMG. (PART IV, LINE 2) Mr. Ronald Hofman, a member of SHMG's board of directors, has a spouse that is employed by SHMG. (PART IV, LINE 21)
Schedule L, Part V SHBR FAMILY RELATIONSHIPS WITH INTERESTED PERSONS MS. CAROLYN CURTIN, A MEMBER OF SHBR'S BOARD OF DIRECTORS, HAS A GRANDDAUGHTER AND GRANDSON THAT ARE EMPLOYED BY SHBR. (PART IV, LINE 5, 12)
Schedule L, Part V SHH BUSINESS RELATIONSHIPS WITH INTERESTED PERSONS MR. WILLIAM JEWELL, AN OFFICER OF SHH, HAS A SON-IN-LAW THAT IS EMPLOYED BY SHH. (PART IV, LINE 10) Mr. Robert Fitzgerald, a member of SHH's board of directors, has a daughter that is employed by SHH. (PART IV, LINE 24) Mr. John Schuen, a member of SHH's board of directors, has a daughter that is employed by SHH. (PART IV, LINE 15)
Schedule L, Part V SHU BUSINESS RELATIONSHIPS WITH INTERESTED PERSONS MR. MATTHEW DEKRAKER, A MEMBER OF SHU'S BOARD OF DIRECTORS, HAS A BROTHER THAT IS EMPLOYED BY SHU. (PART IV, LINE 18)
Schedule L, Part V SHRC FAMILY RELATIONSHIPS WITH INTERESTED PERSONS Ms. Carolyn Curtin, a member of the board of directors of SHRC, has a granddaughter employed by SHRC. (PART IV, LINE 11)
Schedule L, Part V LHNSJ FAMILY RELATIONSHIPS WITH INTERESTED PERSONS Mr. Loren Hamel, an officer and MEMBER OF LHNSJ'S BOARD OF DIRECTORS, has a sister-in-law and a son that are employed by the organization. (PART IV, LINES 7, 9) Mr. Michael Todman, a member of LHNSJ'S BOARD OF DIRECTORS, has a spouse that is employed by the organization. (PART IV, LINE 3) Mr. Timothy Calhoun, an officer of LHNSJ, has a daughter employed by the organization. (PART IV, LINE 19) Mr. Kendall Troyer, an officer of LHNSJ, has a daughter employed by the organization. (PART IV, LINE 25) Mr. Lowell Hamel, an officer of LHNSJ, has a daughter that is employed by the organization. (PART IV, LINE 17) Ms. Mary Ann Pater, an officer of LHNSJ, has a sister-in-law that is employed by the organization. (PART IV, LINE 14) Ms. Melinda Gruber, an officer of LHNSJ, has a spouse that is employed by the organization. (PART IV, LINE 8)
Schedule L (Form 990 or 990-EZ) 2020


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Software ID: 20011424
Software Version: 2020v4.0