Skip to content
Nonprofiteer
← CHARLEVOIX NURSING HOME CORPORATION

Form 990 for tax year 2022

Filed by CHARLEVOIX NURSING HOME CORPORATION.

What the amendment changed

Compared with the return it replaced , filed 8 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$8,940,536
Total expenses
$8,545,799
Contributions and grants received
$64,769
Grants paid
$0
Program services expenses (Part IX)
$6,093,238
Management and general expenses
$2,452,561
Fundraising expenses
$0
Program service expenses (Part III)
$6,093,238

Program services were 71.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREA NAYLOR

    DIRECTOR

    Total calculated
    $280,972
    From this org
    $0
    From related orgs
    $249,525
    Other
    $31,447
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,245 related
    Bonus
    $0
    Other
    $0 + $19,280 related
    Deferred
    $0 + $12,097 related
    Nontaxable benefits
    $0 + $19,350 related
    Filer's total
    $0 + $280,972 related

  • DEBBIE SAUR-MACKENZIE

    ADMINISTRATOR

    Total calculated
    $209,442
    From this org
    $185,247
    From related orgs
    $0
    Other
    $24,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,759
    Bonus
    $28,544
    Other
    $23,944
    Deferred
    $8,148
    Nontaxable benefits
    $16,047
    Filer's total
    $209,442

  • DOUGLAS PETERS

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOANNE SCHROEDER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • TODD BURCH

    VICE CHAIRMAN/PRESIDENT & CEO

    Total calculated
    $767,867
    From this org
    $0
    From related orgs
    $630,578
    Other
    $137,289
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,972 related
    Bonus
    $0 + $139,606 related
    Other
    $0 + $40,000 related
    Deferred
    $0 + $101,536 related
    Nontaxable benefits
    $0 + $35,753 related
    Filer's total
    $0 + $767,867 related

  • RICHARD SEGUIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PRUSAITIS

    VP OF FINANCE/CFO

    Total calculated
    $346,405
    From this org
    $0
    From related orgs
    $321,171
    Other
    $25,234
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,088 related
    Bonus
    $0 + $28,761 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $9,556 related
    Nontaxable benefits
    $0 + $15,678 related
    Filer's total
    $0 + $346,405 related

  • ANDREW MCDONAGH

    VP- CMO

    Total calculated
    $463,713
    From this org
    $0
    From related orgs
    $428,982
    Other
    $34,731
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,201 related
    Bonus
    $0 + $69,217 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $19,481 related
    Filer's total
    $0 + $463,713 related

  • LAURA DANIEL

    VP PATIENT SVCS - PART YEAR

    Total calculated
    $235,595
    From this org
    $0
    From related orgs
    $218,636
    Other
    $16,959
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,938 related
    Bonus
    $0 + $30,134 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $4,420 related
    Nontaxable benefits
    $0 + $12,539 related
    Filer's total
    $0 + $235,595 related

  • JULIE JAREMA

    VP PHILANTHROPY

    Total calculated
    $218,678
    From this org
    $0
    From related orgs
    $193,268
    Other
    $25,410
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,135 related
    Bonus
    $0 + $26,578 related
    Other
    $0 + $3,555 related
    Deferred
    $0 + $9,328 related
    Nontaxable benefits
    $0 + $16,082 related
    Filer's total
    $0 + $218,678 related

  • SHARI A SCHULT

    VP OF OPERATIONS

    Total calculated
    $263,051
    From this org
    $0
    From related orgs
    $250,702
    Other
    $12,349
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,669 related
    Bonus
    $0 + $33,711 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $11,030 related
    Nontaxable benefits
    $0 + $1,319 related
    Filer's total
    $0 + $263,051 related

  • BRETT MALLEK

    VP HR - STARTED 2023

    Total calculated
    $0
    Hours/week
    1 + 44 related

  • ROBERT STOUT

    PHYSICAL THERAPIST

    Total calculated
    $127,960
    From this org
    $107,819
    From related orgs
    $0
    Other
    $20,141
    Hours/week
    40

  • JENNIFER WOODS

    VP CHIEF NURSE EXECUTIVE - FORMER

    Total calculated
    $316,766
    From this org
    $0
    From related orgs
    $299,425
    Other
    $17,341
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,958 related
    Bonus
    $0 + $35,898 related
    Other
    $0 + $569 related
    Deferred
    $0 + $4,574 related
    Nontaxable benefits
    $0 + $12,767 related
    Filer's total
    $0 + $316,766 related

  • DEBBIE ROSENBURG

    VP HR - FORMER

    Total calculated
    $267,918
    From this org
    $0
    From related orgs
    $256,532
    Other
    $11,386
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,799 related
    Bonus
    $0
    Other
    $0 + $86,733 related
    Deferred
    $0 + $218 related
    Nontaxable benefits
    $0 + $11,168 related
    Filer's total
    $0 + $267,918 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 — 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)

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.
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.
PART I, LINES 4A-B
SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: - JENNIFER WOODS: 158,284 - DEBBIE ROSENBURG: 75,000 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 THE PARTICIPANT'S ACCOUNT BALANCE, AND THE BENEFIT IS PAID IN A SINGLE SUM SERPS ARE PROVIDED ON A TAX-NEUTRAL BASIS. BOTH SERPS ARE DESIGNED TO OR DEBITED TO THEIR ACCOUNTS. THE BENEFIT UNDER THE NEW SERP IS EQUAL TO WITHIN 60 DAYS OF THE PARTICIPANT'S TERMINATION DATE. BENEFITS UNDER BOTH COMPLY WITH INTERNAL REVENUE CODE SECTIONS 457(F) AND 409A.
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 PERFORMANCE ON THE PART OF KEY LEADERS WHICH WILL ULTIMATELY BENEFIT THE COMMUNITIES MHC SERVES, AND (C) PROTECTING MHC'S ABILITY TO COMPETE WITH 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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 January 2025
IRS schema version
2022v5.0
Source object
202540159349301464

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.