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Nonprofiteer
← MCLAREN HOSPICE AND HOME CARE FOUNDATION

Form 990 for tax year 2023

Filed by MCLAREN HOSPICE AND HOME CARE FOUNDATION.

Totals

Total revenue
$52,124
Total expenses
$12,312
Contributions and grants received
$24,643
Grants paid
$0
Program service revenue
$0
Investment income
$27,481
Other revenue
$0
Total assets, end of year
$1,252,854
Total liabilities, end of year
$194,766
Net assets or fund balances, end of year
$1,058,088
Program services expenses (Part IX)
$0
Management and general expenses
$188
Fundraising expenses
$12,124
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 1f · All other contributions, gifts and grants

    $24,643

  • 3 · Investment income

    total $27,481 · excluded $27,481

Functional expenses

Part IX, the statement of functional expenses.

  • 11e · Fees: professional fundraising services

    total $12,124 · fundraising $12,124

  • 13 · Office expenses

    total $188 · management and general $188

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $293,159 · end of year $373,940

  • 7 · Other notes and loans receivable

    beginning of year $680 · end of year $0

  • 12 · Investments: other securities

    beginning of year $539,836 · end of year $878,914

  • 25 · Other liabilities

    beginning of year $0 · end of year $194,766

  • 27 · Net assets without donor restrictions

    beginning of year $87,911 · end of year $234,635

  • 28 · Net assets with donor restrictions

    beginning of year $745,764 · end of year $823,453

Mission and programs · 2023

Mission

TO RAISE FUNDS THAT SUPPORT THE HOSPICE AND HOME CARE SERVICES PROVIDED BY MCLAREN HEALTH MANAGEMENT GROUP (A NONPROFIT HEALTHCARE PROVIDER) TO THE COMMUNITIES IT SERVES.

  • ONGOING SUPPORT OF HOSPICE AND HOMECARE.

As filed on the 2023 return.

Listed in Part VII

  • Steven Loy

    MHMG CFO & TREASURER

    Total calculated
    $324,919
    From this org
    $0
    From related orgs
    $298,939
    Other
    $25,980
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,748 related
    Bonus
    $0 + $54,191 related
    Other
    $0
    Deferred
    $0 + $16,590 related
    Nontaxable benefits
    $0 + $9,390 related
    Filer's total
    $0 + $324,919 related

  • Wendy Dupuy

    DIRECTOR

    Total calculated
    $168,968
    From this org
    $0
    From related orgs
    $145,004
    Other
    $23,964
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,294 related
    Bonus
    $0 + $17,710 related
    Other
    $0
    Deferred
    $0 + $7,442 related
    Nontaxable benefits
    $0 + $16,522 related
    Filer's total
    $0 + $168,968 related

  • Jodi Methner

    DIRECTOR

    Total calculated
    $158,021
    From this org
    $0
    From related orgs
    $124,574
    Other
    $33,447
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $107,838 related
    Bonus
    $0 + $16,736 related
    Other
    $0
    Deferred
    $0 + $6,623 related
    Nontaxable benefits
    $0 + $26,824 related
    Filer's total
    $0 + $158,021 related

  • Janet Bigelow

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 45 related

  • Barton Buxton

    MHMG CEO & PRESIDENT

    Total calculated
    $1,310,124
    From this org
    $0
    From related orgs
    $1,258,514
    Other
    $51,610
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $541,236 related
    Bonus
    $0 + $297,675 related
    Other
    $0 + $419,603 related
    Deferred
    $0 + $1,636 related
    Nontaxable benefits
    $0 + $49,974 related
    Filer's total
    $0 + $1,310,124 related

  • Joseph Sasiela

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 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

  • 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

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

    RENTAL REAL ESTATE · MI · general or managing partner

  • MOUNT CLEMENS REGIONAL HEALTH BUILDING HEALTH PARTNERS

    BUILDING MANAGEMENT · MI · general or managing partner

  • SOUTH VAN DYKE MEDICAL COMPLEX-A

    VARIOUS HEALTHCARE ACTIVITIES · MI · general or managing partner

  • CLARKSTON ASC PARTNERS LLC

    SURGERY CENTER · MI · general or managing partner

Related corporations and trusts

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

  • CLARKSTON PROPERTY ASSOCIATES

    C · REAL ESTATE · MI · controlled entity

  • DELPHINUS INVESTMENT INC

    C · HOLD PASSIVE INVESTMENT · MI · controlled entity

  • HEALTH ADVANTAGE INC

    C · INSURANCE · MI · controlled entity

  • MCLAREN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • MID-MICHIGAN PHYSICIANS PC

    C · PHYSICIAN PRACTICE · MI · controlled entity

  • MCLAREN PHYSICIAN PARTNERS

    C · MANAGED CARE · MI · controlled entity

  • VITALCARE HOME MEDICAL EQUIPMENT INC

    C · SALE AND RENTAL OF DURABLE MEDICAL EQUIPMENT · MI · controlled entity

  • HURON CLINIC CONDOMINIUMS OWNERS

    C · VARIOUS HEALTHCARE ACTIVITIES · MI · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2025
IRS schema version
2023v6.0
Source object
202542239349300219

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