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← MCLAREN BAY MEDICAL FOUNDATION

Form 990 for tax year 2023

Filed by MCLAREN BAY MEDICAL FOUNDATION.

Totals

Total revenue
$1,455,882
Total expenses
$970,600
Contributions and grants received
$809,913
Grants paid
$514,389
Program service revenue
$0
Investment income
$629,836
Other revenue
$16,133
Total assets, end of year
$19,847,239
Total liabilities, end of year
$143,068
Net assets or fund balances, end of year
$19,704,171
Program services expenses (Part IX)
$544,274
Management and general expenses
$24,321
Fundraising expenses
$402,005
Program service expenses (Part III)
$544,274

Program services were 56.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARBARA ENGELHARDT-CARTER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • FRANCES SANTORO DDS

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GUY MOULTHROP

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID QUIMBY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DARRELL LENTZ

    CEO - PART YEAR

    Total calculated
    $929,088
    From this org
    $0
    From related orgs
    $777,190
    Other
    $151,898
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,900 related
    Bonus
    $0 + $135,000 related
    Other
    $0 + $81,290 related
    Deferred
    $0 + $111,983 related
    Nontaxable benefits
    $0 + $39,915 related
    Filer's total
    $0 + $929,088 related

  • ASHLEY ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH DANDAMUDI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARCIE KLIDA BLOSSOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BILL WOOLWINE JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRACY TEICH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEE NEWTON OD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH PIONK DO

    BOARD MEMBER

    Total calculated
    $380,935
    From this org
    $0
    From related orgs
    $360,203
    Other
    $20,732
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,912 related
    Bonus
    $0
    Other
    $0 + $105,291 related
    Deferred
    $0 + $13,526 related
    Nontaxable benefits
    $0 + $7,206 related
    Filer's total
    $0 + $380,935 related

  • BENNETT RUBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAMELA MONASTIERE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JUDY GILLETTE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICH TRAVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SALLY BOWEN

    BOARD MEMBER - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN KENT

    BOARD MEMBER - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD STEELE

    BOARD MEMBER - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • SEAN FISCHER

    CFO - PART YEAR

    Total calculated
    $222,115
    From this org
    $0
    From related orgs
    $222,115
    Other
    $0
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,115 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $222,115 related

  • LYNN WEAVER

    DIRECTOR OF FOUNDATION

    Total calculated
    $138,830
    From this org
    $0
    From related orgs
    $125,860
    Other
    $12,970
    Hours/week
    41

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, LINE 4B
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.
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

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2025
IRS schema version
2023v6.0
Source object
202542239349301129

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