Skip to content
Nonprofiteer
← BARBARA ANN KARMANOS CANCER INSTITUTE

Form 990 for tax year 2022

Filed by BARBARA ANN KARMANOS CANCER INSTITUTE.

What the amendment changed

Compared with the return it replaced , filed 7 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
$24,422,883
Total expenses
$32,095,526
Contributions and grants received
$11,396,879
Grants paid
$105,655
Program service revenue
$10,394,690
Investment income
$2,601,586
Other revenue
$29,728
Total assets, end of year
$262,170,775
Total liabilities, end of year
$34,292,057
Net assets or fund balances, end of year
$227,878,718
Program services expenses (Part IX)
$26,991,159
Management and general expenses
$3,527,570
Fundraising expenses
$1,576,797
Program service expenses (Part III)
$26,991,159

Program services were 84.1% 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.

  • 1a · Federated campaigns

    $138,373

  • 1c · Fundraising events

    $157,354

  • 1f · All other contributions, gifts and grants

    $11,101,152

  • 2a · Program service revenue: AFFILIATION REVENUE

    total $9,617,654 · related or exempt $9,617,654

  • 2b · Program service revenue: EDUCATION AND SUPPORT

    total $374,525 · related or exempt $374,525

  • 2c · Program service revenue: MEDICAL SERVICES

    total $226,773 · related or exempt $226,773

  • 2d · Program service revenue: CORD BANK

    total $105,260 · related or exempt $105,260

  • 2e · Program service revenue: CELL LINES

    total $20,800 · related or exempt $20,800

  • 2f · All other program service revenue

    total $49,678 · related or exempt $49,678

  • 3 · Investment income

    total $2,803,803 · excluded $2,803,803

  • 7a · Gross sales of assets other than inventory

    securities $49,647,260

  • 7b · Less cost or other basis and sales expenses

    securities $49,849,477

  • 7c · Gain or loss

    securities -$202,217

  • 7d · Net gain or loss

    total -$202,217 · excluded -$202,217

  • 8a · Fundraising events: gross income

    $14,000

  • 8a · Fundraising events: contributions included on line 1c

    $157,354

  • 8b · Fundraising events: direct expenses

    $91,012

  • 8c · Net income from fundraising events

    total -$77,012 · excluded -$77,012

  • 11a · Other revenue: INDIRECT COST RETURNS

    total $106,740 · excluded $106,740

  • 11e · Other revenue, total

    $106,740

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $105,655 · program services $105,655

  • 5 · Compensation of officers, directors and key employees

    total $3,481,062 · program services $2,272,777 · management and general $1,208,285

  • 7 · Other salaries and wages

    total $9,440,650 · program services $8,766,210 · fundraising $674,440

  • 8 · Pension plan contributions

    total $279,318 · program services $250,909 · fundraising $28,409

  • 9 · Other employee benefits

    total $754,678 · program services $702,797 · fundraising $51,881

  • 10 · Payroll taxes

    total $480,924 · program services $425,549 · fundraising $55,375

  • 11a · Fees: management

    total $6,910 · program services $1,100 · management and general $5,350 · fundraising $460

  • 11b · Fees: legal

    total $83,043 · program services $17,286 · management and general $17,352 · fundraising $48,405

  • 11c · Fees: accounting

    total $42,780 · management and general $42,780

  • 11e · Fees: professional fundraising services

    total $20,827 · fundraising $20,827

  • 11f · Fees: investment management

    total $63,832 · management and general $63,832

  • 11g · Fees: other

    total $1,523,063 · program services $1,249,721 · management and general $138,062 · fundraising $135,280

  • 12 · Advertising and promotion

    total $1,284,733 · program services $1,052,382 · management and general $159,643 · fundraising $72,708

  • 13 · Office expenses

    total $1,117,167 · program services $655,069 · management and general $180,830 · fundraising $281,268

  • 14 · Information technology

    total $42,667 · program services $23,445 · management and general $13,566 · fundraising $5,656

  • 16 · Occupancy

    total $1,079,653 · program services $786,116 · management and general $174,501 · fundraising $119,036

  • 17 · Travel

    total $105,011 · program services $94,332 · management and general $3,602 · fundraising $7,077

  • 19 · Conferences, conventions and meetings

    total $425,198 · program services $425,198

  • 20 · Interest

    total $313,914 · program services $302,515 · management and general $8,045 · fundraising $3,354

  • 21 · Payments to affiliates

    total $9,334,637 · program services $9,334,637

  • 22 · Depreciation, depletion and amortization

    total $729,860 · program services $525,461 · management and general $131,778 · fundraising $72,621

  • 23 · Insurance

    total $4,182 · management and general $4,182

  • 24a · Other expenses: MCLAREN CORP ALLOCATION

    total $1,375,762 · management and general $1,375,762

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,959,130 · end of year $70,486,491

  • 3 · Pledges and grants receivable

    beginning of year $1,147,051 · end of year $1,310,295

  • 4 · Accounts receivable

    beginning of year $58,827,543 · end of year $113,037,461

  • 8 · Inventories for sale or use

    beginning of year $66,477 · end of year $67,684

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,219,504 · end of year $673,037

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

    $16,319,391

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

    $12,370,671

  • 10c · Land, buildings and equipment, net

    beginning of year $6,538,568 · end of year $3,948,720

  • 11 · Investments: publicly traded securities

    beginning of year $42,888,413 · end of year $49,362,174

  • 15 · Other assets

    beginning of year $29,017,319 · end of year $23,284,913

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,085,703 · end of year $24,759,294

  • 19 · Deferred revenue

    beginning of year $115,357 · end of year $524,414

  • 23 · Secured mortgages and notes payable

    beginning of year $4,650,000 · end of year $4,650,000

  • 25 · Other liabilities

    beginning of year $5,562,054 · end of year $4,358,349

  • 27 · Net assets without donor restrictions

    beginning of year $110,607,222 · end of year $192,466,298

  • 28 · Net assets with donor restrictions

    beginning of year $35,643,669 · end of year $35,412,420

Mission and programs · 2022

Mission

TO LEAD IN TRANSFORMATIVE CANCER CARE, RESEARCH AND EDUCATION THROUGH COURAGE, COMMITMENT AND COMPASSION.

  • CANCER RESEARCH: AT KARMANOS CANCER INSTITUTE (KCI), THE INSTITUTES INVESTIGATORS CONDUCT ALL FORMS OF RESEARCH INTO THE PREVENTION, DETECTION, TREATMENT AND CAUSES OF CANCER. TYPES OF RESEARCH CONDUCTED AT KCI INCLUDE: BASIC, CLINICAL, EPIDEMIOLOGICAL AND BEHAVIORAL. THE CORE RESEARCH FACILITIES OF KCI SERVE TO ENHANCE RESEARCH IN ALL OF THE PROGRAMS BY SUPPLYING INSTRUMENTATION AND/OR EXPERTISE THAT INDIVIDUAL INVESTIGATORS REQUIRE TO PERFORM CUTTING-EDGE RESEARCH. RESEARCH AT KCI IS ORGANIZED WITHIN THE FOLLOWING FOUR PROGRAMS: (1) MOLECULAR IMAGING, (2) MOLECULAR THERAPEUTICS, (3) POPULATION STUDIES AND DISPARITIES RESEARCH, AND (4) TUMOR BIOLOGY & MICROENVIRONMENT.

    Expenses $18,752,334 · Grants $117 · Revenue $5,445,671

  • KCI IS PART OF THE MICHIGAN BREAST & CERVICAL CANCER CONTROL PROGRAM (BCCCP): THIS PROGRAM IS AVAILABLE TO INDIVIDUALS MEETING THE FOLLOWING CRITERIA: (1) HAVE AN INCOME BELOW 250% OF THE FEDERAL POVERTY LEVEL, (2) BE UNINSURED OR UNDERINSURED (3) BE AGE 40-64 FOR BREAST/CERVICAL CANCER SCREENING/DIAGNOSTIC/TREATMENT SERVICES , (4) BE AGE 21-39, REFERRED TO THE BCCCP WITH AN ABNORMAL PAP TEST OR CLINICAL BREAST EXAM WHICH REQUIRES BREAST/CERVICAL DIAGNOSTIC SERVICES. THE BCCCP PROVIDES BREAST CARE SERVICES SUCH AS CLINICAL BREAST EXAMS, MAMMOGRAMS, FOLLOW UP TESTS AND IF NEEDED, CANCER-RELATED TREATMENT. THE BCCCP ALSO PROVIDES CERVICAL CARE SERVICES SUCH AS PAP SMEARS, PELVIC EXAMS, FOLLOW UP TESTS AND IF NEEDED, CANCER-RELATED TREATMENT. THE BCCCP CAN ENROLL AND PROVIDE POST-SCREENING DIAGNOSTIC FOLLOW UP CARE (IMAGING, BIOPSY, OTHER) FOR INSURED WOMEN WHOSE DEDUCTIBLE CREATES A FINANCIAL HARDSHIP IF THEY MEET THE ABOVE BCCCP ELIGIBILITY REQUIREMENTS.

    Expenses $332,253 · Revenue $332,253

  • AFFILIATION / NETWORK SUPPORT, COMMUNITY EDUCATION, & CORD STEM CELL BANK: COMMUNITY EDUCATION PROVIDED BY KCI STAFF AND VOLUNTEERS OCCUR THROUGH VISITS TO BUSINESSES, CHURCHES, SCHOOLS, SHOPPING MALLS, HEALTH CARE FORUMS AND VIRTUALLY ANY VENUE CONDUCIVE TO INFORMING INDIVIDUALS ON WAYS TO PREVENT CANCER AND ITS WARNING SIGNS, AND THE VERY LATEST IN SCREENING, DIAGNOSTICS, TREATMENT AND FOLLOW-UP CARE THROUGH EDUCATIONAL PRESENTATIONS, MATERIALS AND DISPLAYS. KCI OFFERS FREE FACT SHEETS ON THE MOST COMMON FORMS OF CANCER AND TOPICS OF INTEREST. THESE ARE GEARED TO PERSONS CONCERNED ABOUT THEIR CANCER RISK AND INTERESTED IN PREVENTION AND EARLY DETECTION NOT TO PERSONS DIAGNOSED WITH CANCER. GENETIC COUNSELING EDUCATIONAL SESSIONS ARE OFFERED ON A REGULAR BASIS AT KCI AND BY APPOINTMENT. PARTICIPANTS LEARN ABOUT INHERITED BREAST AND OVARIAN CANCER GENES AND HOW TO REDUCE THEIR RISK. KCI ALSO SUPPORTS EFFORTS AND PROVIDES RESOURCES TO HELP INDIVIDUALS SUCCESSFULLY QUIT SMOKING. THE J.P. MCCARTHY CORD STEM CELL BANK AT KCI IS A PUBLIC, NON-PROFIT STEM CELL BANK WITH OVER 2,800 UMBILICAL CORD BLOOD UNITS IN ITS INVENTORY. THE BANK WAS FOUNDED IN 2001 WITH FUNDING FROM THE J.P. MCCARTHY FUND AND THE CARLS FOUNDATION AND IS ONE OF ONLY A FEW INTERNATIONALLY RECOGNIZED CORD STEM CELL BANKS AFFILIATED WITH THE NATIONAL MARROW DONOR PROGRAM. THE BANK WAS CREATED IN ANTICIPATION OF PROVIDING LIFE-SAVING HOPE TO PEOPLE WHO HAVE BEEN DIAGNOSED WITH CANCER AND SERIOUS BLOOD DISORDERS. KCI COLLECTS, PROCESSES AND STORES DONATED UMBILICAL CORD BLOOD THAT BECOMES A READILY AVAILABLE SOURCE OF HEMATOPOIETIC STEM CELLS FOR TRANSPLANT IN CHILDREN AND ADULTS WITH LEUKEMIA, LYMPHOMA, SICKLE CELL DISEASE OR OTHER LIFE-THREATENING CONDITIONS. THE J.P. MCCARTHY CORD BLOOD BANK AND CARLS PROCESSING LABORATORY IS ALSO ACCREDITED BY THE FOUNDATION FOR THE ACCREDITATION OF CELLULAR THERAPY (FACT). THE ACCREDITATION SIGNIFIES THE HIGHEST STANDARDS OF PRACTICE IN COLLECTION, PROCESSING AND TRANSPLANTATION. THIS ACCREDITATION DEMONSTRATES THE COMMITMENT TO QUALITY IN CORD BLOOD BANKING THROUGH ADHERENCE TO RIGOROUS STANDARDS THAT ARE VERIFIED BY PERIODIC INSPECTION AND PEER REVIEW.

    Expenses $7,906,572 · Grants $105,538 · Revenue $4,616,766

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TIMONTHY MONAHAN

    BOARD MEMBER & CHAIR

    Total calculated
    $16,500
    From this org
    $0
    From related orgs
    $16,500
    Other
    $0
    Hours/week
    1 + 2 related

  • JOSEPH UBERTI MD

    BOARD MEMBER - PART YEAR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • GEANEEN M ARENDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAREN CULLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID E DUPREY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PHILIP A INCARNATI

    BOARD MEMBER

    Total calculated
    $10,783,704
    From this org
    $0
    From related orgs
    $10,748,363
    Other
    $35,341
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,557,928 related
    Bonus
    $0 + $1,412,352 related
    Other
    $0 + $6,778,083 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,341 related
    Filer's total
    $0 + $10,783,704 related

  • SHARI FERBER-KAUFMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • M ROY WILSON MD

    BOARD MEMBER - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • JIM BENNETHUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SCOTT HUNTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TOM KALAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SYLVESTER HESTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BORIS PASCHE MD

    BOARD MEMBER/ PRESIDENT KCI

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KIMBERLY ESPY PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN R GAMBLE

    CFO, PRESIDENT KCC & CEO

    Total calculated
    $647,913
    From this org
    $300,865
    From related orgs
    $254,013
    Other
    $93,035
    Hours/week
    44 + 1 related

    Schedule J breakdown matched by us

    Base
    $205,873 + $205,962 related
    Bonus
    $92,993
    Other
    $1,999 + $48,051 related
    Deferred
    $59,157
    Nontaxable benefits
    $24,175 + $9,703 related
    Filer's total
    $384,197 + $263,716 related

  • REGINA DOXTADER

    VP CFO & SECRETARY

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    25 + 25 related

  • PRAVEEN DALMIA

    CORP DIR FOR RADIATION SVCS

    Total calculated
    $486,273
    From this org
    $420,259
    From related orgs
    $0
    Other
    $66,014
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $340,310
    Bonus
    $76,236
    Other
    $3,713
    Deferred
    $46,456
    Nontaxable benefits
    $19,558
    Filer's total
    $486,273

  • LAUREN LAWRENCE

    VP KARMANOS CANCER NETWORK

    Total calculated
    $304,005
    From this org
    $283,645
    From related orgs
    $0
    Other
    $20,360
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $226,551
    Bonus
    $52,903
    Other
    $4,191
    Deferred
    $12,202
    Nontaxable benefits
    $8,158
    Filer's total
    $304,005

  • AMY RYDER

    VP HUMAN RESOURCES

    Total calculated
    $311,523
    From this org
    $280,914
    From related orgs
    $0
    Other
    $30,609
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $225,037
    Bonus
    $51,686
    Other
    $4,191
    Deferred
    $14,267
    Nontaxable benefits
    $16,342
    Filer's total
    $311,523

  • EVANO PIASENTIN

    ACD & VP RESEARCH ADMIN

    Total calculated
    $245,249
    From this org
    $233,224
    From related orgs
    $0
    Other
    $12,025
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $206,038
    Bonus
    $26,376
    Other
    $810
    Deferred
    $12,011
    Nontaxable benefits
    $14
    Filer's total
    $245,249

  • LISA LANGE

    VP CLINICAL TRIALS

    Total calculated
    $241,896
    From this org
    $216,794
    From related orgs
    $0
    Other
    $25,102
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $186,076
    Bonus
    $29,750
    Other
    $968
    Deferred
    $13,560
    Nontaxable benefits
    $11,542
    Filer's total
    $241,896

  • ANN SCHWARTZ

    VP RES & ADAC AFFAIRS/DEP DIRECTOR

    Total calculated
    $158,213
    From this org
    $155,032
    From related orgs
    $0
    Other
    $3,181
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $86,423
    Bonus
    $68,609
    Other
    $0
    Deferred
    $3,167
    Nontaxable benefits
    $14
    Filer's total
    $158,213

  • SCOTT MCCARTER

    VP INFORMATION TECHNOLOGY SVC

    Total calculated
    $351,103
    From this org
    $291,630
    From related orgs
    $0
    Other
    $59,473
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $236,459
    Bonus
    $52,069
    Other
    $3,102
    Deferred
    $39,915
    Nontaxable benefits
    $19,558
    Filer's total
    $351,103

  • TAMARA COLLINS

    VP MARKETING BUSINESS DEV

    Total calculated
    $178,880
    From this org
    $159,114
    From related orgs
    $0
    Other
    $19,766
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $139,069
    Bonus
    $19,620
    Other
    $425
    Deferred
    $6,826
    Nontaxable benefits
    $12,940
    Filer's total
    $178,880

  • DORIS RANSKI-ZAZULA

    REGIONAL DIR CANCER SVCS

    Total calculated
    $226,405
    From this org
    $201,264
    From related orgs
    $0
    Other
    $25,141
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $176,697
    Bonus
    $21,003
    Other
    $3,564
    Deferred
    $16,983
    Nontaxable benefits
    $8,158
    Filer's total
    $226,405

  • JOSEPH NUGENT

    DIRECTOR INFORMATION TECHNOLOGY SVCS

    Total calculated
    $217,267
    From this org
    $195,602
    From related orgs
    $0
    Other
    $21,665
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $170,610
    Bonus
    $23,779
    Other
    $1,213
    Deferred
    $10,233
    Nontaxable benefits
    $11,432
    Filer's total
    $217,267

  • MARK BITZ

    DIRECTOR INFORMATION TECHNOLOGY SVCS

    Total calculated
    $195,922
    From this org
    $180,610
    From related orgs
    $0
    Other
    $15,312
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $157,023
    Bonus
    $22,449
    Other
    $1,138
    Deferred
    $7,154
    Nontaxable benefits
    $8,158
    Filer's total
    $195,922

  • NICHOLAS ERIKSON

    REGIONAL DIR CANCER SVCS

    Total calculated
    $209,779
    From this org
    $168,026
    From related orgs
    $0
    Other
    $41,753
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $149,144
    Bonus
    $18,424
    Other
    $458
    Deferred
    $12,434
    Nontaxable benefits
    $29,319
    Filer's total
    $209,779

  • KATRINA BEZAK

    REGIONAL DIR CANCER SVCS

    Total calculated
    $186,453
    From this org
    $163,885
    From related orgs
    $0
    Other
    $22,568
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $155,393
    Bonus
    $8,139
    Other
    $353
    Deferred
    $14,410
    Nontaxable benefits
    $8,158
    Filer's total
    $186,453

  • GEROLD BEPLER MD PH D

    FORMER PRESIDENT & CEO; SECRETARY

    Total calculated
    $1,392,410
    From this org
    $0
    From related orgs
    $1,374,928
    Other
    $17,482
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,063 related
    Bonus
    $0 + $254,318 related
    Other
    $0 + $482,547 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,482 related
    Filer's total
    $0 + $1,392,410 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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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. 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. THE FOLLOWING INDIVIDUALS HAVE RECEIVED THESE BENEFITS: GEROLD BEPLER. LAUREN LAWRENCE RECEIVED A HOUSING ALLOWANCE. THESE BENEFITS HAVE BEEN TREATED AS A TAXABLE BENEFIT. GEROLD BEPLER RECEIVED HEALTH OR SOCIAL CLUB DUES. THESE BENEFITS HAVE NOT BEEN INCLUDED AS TAXABLE COMPENSATION AS THEY ARE PROVIDED FOR BUSINESS USE.
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
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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 January 2025
IRS schema version
2022v5.0
Source object
202540159349301474

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.