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Nonprofiteer
← NORTHERN MICHIGAN MEDICALMANAGEMENT

Form 990 for tax year 2024

Filed by NORTHERN MICHIGAN MEDICALMANAGEMENT.

Totals

Total revenue
$19,362
Total expenses
$706
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,683
Investment income
$0
Other revenue
$1,679
Total assets, end of year
$534,166
Total liabilities, end of year
$9,454,926
Net assets or fund balances, end of year
-$8,920,760
Program services expenses (Part IX)
$706
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$706

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: WAGE REIMBURSEMENT REVENUE

    total $17,683 · related or exempt $17,683

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: COVID RELIEF FUNDS

    total $847 · excluded $847

  • 11b · Other revenue: UNCASHED CHECKS WRITTEN OFF

    total $796 · excluded $796

  • 11c · Other revenue: MISC REVENUE

    total $36 · excluded $36

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,679

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: CORPORATE ALLOCATED EXPENSES

    total $706 · program services $706

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400 · end of year $100

  • 2 · Savings and temporary cash investments

    beginning of year $4,042 · end of year $3,918

  • 4 · Accounts receivable

    beginning of year $56,795 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,424 · end of year $8,424

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $508,196 · end of year $521,724

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,585 · end of year $20,763

  • 19 · Deferred revenue

    beginning of year $847 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $9,478,841 · end of year $9,434,163

  • 27 · Net assets without donor restrictions

    beginning of year -$8,939,416 · end of year -$8,920,760

Mission and programs · 2024

Mission

PROVIDE PROFESSIONAL SERVICES FOR THE DIAGNOSIS AND TREATMENT OF CARDIOLOGY, CARDIOTHORACIC SURGERY, NEUROSURGERY AND RELATED CONDITIONS.

Activities or mission (Part I)

PROVIDE PROFESSIONAL SERVICES FOR THE DIAGNOSIS AND TREATMENT OF NEUROSURGERY ALONG WITH HOSPITAL SUPPORTED DEPARTMENTS IN CHEBOYGAN EMERGENCY ROOM, ADULT HOSPITALISTS, ACUTE REHAB, AND PEDIATRIC HOSPITALISTS.

  • PROVIDE PROFESSIONAL SERVICES FOR AN ADULT HOSPITALIST AND CRITICAL CARE PROGRAM, ALONG WITH SUPPORTING THE PETOSKEY AND CHEBOYGAN CAMPUS EMERGENCY DEPARTMENTS AS PART OF AN INTEGRATED HEALTH SYSTEM ARE NOW CONDUCTED BY MCLAREN NORTHERN MICHIGAN.

    Expenses $706 · Revenue $17,683

As filed on the 2024 return.

Listed in Part VII

  • David Monan

    VP PATIENT CARE SVCS, CNO

    Total calculated
    $230,084
    From this org
    $0
    From related orgs
    $199,535
    Other
    $30,549
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,213 related
    Bonus
    $0
    Other
    $0 + $2,322 related
    Deferred
    $0 + $10,226 related
    Nontaxable benefits
    $0 + $20,323 related
    Filer's total
    $0 + $230,084 related

  • Garfield Atchison

    CHAIRMAN & PRESIDENT/CEO

    Total calculated
    $632,609
    From this org
    $0
    From related orgs
    $609,718
    Other
    $22,891
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,262 related
    Bonus
    $0
    Other
    $0 + $109,456 related
    Deferred
    $0 + $4,121 related
    Nontaxable benefits
    $0 + $18,770 related
    Filer's total
    $0 + $632,609 related

  • Michael Prusaitis

    TREASURER/VP FINANCE/CFO

    Total calculated
    $351,289
    From this org
    $0
    From related orgs
    $317,854
    Other
    $33,435
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,532 related
    Bonus
    $0
    Other
    $0 + $2,322 related
    Deferred
    $0 + $16,085 related
    Nontaxable benefits
    $0 + $17,350 related
    Filer's total
    $0 + $351,289 related

  • John Kennedy

    VP, CMO - PART YEAR

    Total calculated
    $382,248
    From this org
    $0
    From related orgs
    $362,289
    Other
    $19,959
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,490 related
    Bonus
    $0 + $33,057 related
    Other
    $0 + $1,742 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,959 related
    Filer's total
    $0 + $382,248 related

  • Julie Jarema

    VP PHILANTHROPY

    Total calculated
    $237,229
    From this org
    $0
    From related orgs
    $205,629
    Other
    $31,600
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,065 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $10,670 related
    Nontaxable benefits
    $0 + $20,930 related
    Filer's total
    $0 + $237,229 related

  • Andrew M McDonagh

    VP, CMO - FORMER

    Total calculated
    $167,132
    From this org
    $0
    From related orgs
    $153,407
    Other
    $13,725
    Hours/week
    15 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,516 related
    Bonus
    $0
    Other
    $0 + $891 related
    Deferred
    $0 + $7,770 related
    Nontaxable benefits
    $0 + $5,955 related
    Filer's total
    $0 + $167,132 related

  • Brent Mallek

    VP OF HR - FORMER

    Total calculated
    $255,678
    From this org
    $0
    From related orgs
    $229,793
    Other
    $25,885
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,603 related
    Bonus
    $0
    Other
    $0 + $28,190 related
    Deferred
    $0 + $6,060 related
    Nontaxable benefits
    $0 + $19,825 related
    Filer's total
    $0 + $255,678 related

  • Shari A Schult

    VP OPERATIONS - FORMER

    Total calculated
    $209,457
    From this org
    $0
    From related orgs
    $198,584
    Other
    $10,873
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,059 related
    Bonus
    $0
    Other
    $0 + $2,525 related
    Deferred
    $0 + $9,932 related
    Nontaxable benefits
    $0 + $941 related
    Filer's total
    $0 + $209,457 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: - BRENT MALLEK: $25,962
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
MCLAREN MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (THE "SERPS"). THE OLD SERP WAS CLOSED TO NEW PARTICIPANTS ON OCTOBER 1, 2006, AND THE NEW SERP BECAME EFFECTIVE AS OF JANUARY 1, 2007. NO EMPLOYEE MAY PARTICIPATE IN BOTH OF THE SERPS. THE OLD SERP IS STRUCTURED AS A DEFINED BENEFIT PLAN THAT ESSENTIALLY REPLACES THE BENEFITS THE PARTICIPANT IS NOT PERMITTED TO RECEIVE UNDER MCLAREN'S QUALIFIED RETIREMENT PLAN DUE TO IRS LIMITATIONS APPLICABLE TO QUALIFIED PLANS. THE BENEFIT UNDER THE OLD SERP IS PAYABLE IN EITHER THE FORM OF A LUMP SUM DISTRIBUTION OR IN MONTHLY PAYMENTS EQUAL TO THE ACTUARIAL EQUIVALENT OF THE PARTICIPANT'S ACCRUED BENEFIT. THE BENEFIT IS PAID AT AGE 55, AND IF THE PARTICIPANT REMAINS EMPLOYED, THE BENEFIT IS PAID UPON TERMINATION OF EMPLOYMENT, REDUCED TO TAKE INTO ACCOUNT THE BENEFIT PREVIOUSLY PAID. THE NEW SERP IS STRUCTURED AS A DEFINED CONTRIBUTION PLAN, AND MCLAREN CONTRIBUTES 15 PERCENT OF EACH PARTICIPANT'S COMPENSATION TO THE PLAN EACH YEAR FOR ALLOCATION TO THE PARTICIPANT'S ACCOUNT. PARTICIPANTS IN THE NEW SERP BECOME VESTED IN THEIR ACCOUNTS UPON THE EARLIER OF FIVE YEARS OF PARTICIPATION IN THE PLAN OR ATTAINMENT OF AGE 60. PARTICIPANTS IN THE NEW SERP SELF-DIRECT THE INVESTMENT OF THEIR ACCOUNTS AND HAVE THE ACTUAL INVESTMENT RETURN CREDITED OR DEBITED TO THEIR ACCOUNTS. THE BENEFIT UNDER THE NEW SERP IS EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE, AND THE BENEFIT IS PAID IN A SINGLE SUM WITHIN 60 DAYS OF THE PARTICIPANT'S TERMINATION DATE. BENEFITS UNDER BOTH SERPS ARE PROVIDED ON A TAX-NEUTRAL BASIS. BOTH SERPS ARE DESIGNED TO COMPLY WITH INTERNAL REVENUE CODE SECTIONS 457(F) AND 409A.
SCHEDULE J, PART I, LINE 1A
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 1 BOXES HAVE BEEN CHECKED. THE CORPORATE CEO, SUBSIDIARY CEOS AND CORPORATE EXECUTIVE & SENIOR VICE PRESIDENTS IN SOME INSTANCES HAVE RECEIVED TAX INDEMNIFICATION FOR THE FOLLOWING BENEFITS: VEHICLE COSTS, GROUP TERM LIFE INSURANCE, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS, AND HEALTH CLUB OR SOCIAL DUES. THESE BENEFITS HAVE BEEN INCLUDED IN TAXABLE COMPENSATION.
SCHEDULE J, PART I, LINE 3
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J, PART I, LINE 7
MCLAREN HEALTH CARE (MHC) HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION, SUBSIDIARY EXECUTIVES AND DIRECTORS, MANAGERS AND SUPERVISORS. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ORGANIZATION'S ABILITY TO ACHIEVE ITS GOALS BY PROVIDING TOP OFFICIALS AND THE BOARD OF DIRECTORS WITH A TOOL FOR (A) CLEARLY COMMUNICATING PERFORMANCE ON THE PART OF KEY LEADERS, (B) STIMULATING AND REWARDING SUPERIOR LEVELS OF COMMUNITIES MHC SERVES, AND (C) PROTECTING MHC'S ABILITY TO COMPETE WITH PERFORMANCE ON THE PART OF KEY LEADERS WHICH WILL ULTIMATELY BENEFIT THE OTHER EMPLOYERS FOR HIGH-TALENT LEADERS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MCLAREN - NORTHERN EQUITIES CANCER CENTER PROJECT LLC

    N/A · RENTAL REAL ESTATE · MI · general or managing partner

    Directly controlled by NA

  • MOUNT CLEMENS REGIONAL HEALTH BUILDING HEALTH PARTNERS

    N/A · BUILDING MANAGEMENT · MI · general or managing partner

    Directly controlled by NA

  • CLARKSTON ASC PARTNERS LLC

    N/A · SURGERY CENTER · MI · general or managing partner

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CLARKSTON PROPERTY ASSOCIATES

    C CORPORATION · REAL ESTATE · MI · controlled entity

    Directly controlled by NA

  • HEALTH ADVANTAGE INC

    C CORPORATION · INSURANCE · MI · controlled entity

    Directly controlled by NA

  • MCLAREN INSURANCE COMPANY LTD

    C CORPORATION · INSURANCE · CJ · controlled entity

    Directly controlled by NA

  • MID-MICHIGAN PHYSICIANS PC

    C CORPORATION · PHYSICIAN PRACTICE · MI · controlled entity

    Directly controlled by NA

  • MCLAREN PHYSICIAN PARTNERS

    C CORPORATION · MANAGED CARE · MI · controlled entity

    Directly controlled by NA

  • HURON CLINIC CONDOMINIUMS OWNERS

    C CORPORATION · VARIOUS HEALTHCARE ACTIVITIES · MI · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
10 August 2026
IRS schema version
2024v5.1
Source object
202602229349301320

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