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Nonprofiteer
← MCLAREN OAKLAND

Form 990 for tax year 2022

Filed by MCLAREN OAKLAND.

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.

Listed only on the earlier return

  • DAVID MAZURKIEWICZ

Totals

Total revenue
$269,983,859
Total expenses
$244,827,022
Contributions and grants received
$1,648,627
Grants paid
$0
Program services expenses (Part IX)
$238,303,210
Management and general expenses
$6,523,812
Fundraising expenses
$0
Program service expenses (Part III)
$238,303,210

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES STEPHANSKI DO

    CHAIR - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • REV DERRICK MCDONALD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TONY HAIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALLEN PRINCE DO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MARY MBIYA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRACEY FRANOVICH

    PRESIDENT AND CEO

    Total calculated
    $596,512
    From this org
    $0
    From related orgs
    $516,974
    Other
    $79,538
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,654 related
    Bonus
    $0
    Other
    $0 + $108,320 related
    Deferred
    $0 + $61,298 related
    Nontaxable benefits
    $0 + $18,240 related
    Filer's total
    $0 + $596,512 related

  • JUDGE LEO BOWMAN

    MEMBER

    Total calculated
    $28,000
    From this org
    $0
    From related orgs
    $28,000
    Other
    $0
    Hours/week
    1

  • KEVIN BALL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHAD GRANT

    MEMBER, EXEC. VP & COO MCLAREN HEALTH

    Total calculated
    $1,617,717
    From this org
    $0
    From related orgs
    $1,580,849
    Other
    $36,868
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $851,712 related
    Bonus
    $0 + $257,835 related
    Other
    $0 + $471,302 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,868 related
    Filer's total
    $0 + $1,617,717 related

  • JACQUELINE SPICER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL PALINSKI

    MEMBER - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY KASPRZAK MD

    VP AND CMO - PART YEAR

    Total calculated
    $466,262
    From this org
    $447,235
    From related orgs
    $0
    Other
    $19,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $446,425
    Bonus
    $0
    Other
    $810
    Deferred
    $13,304
    Nontaxable benefits
    $5,723
    Filer's total
    $466,262

  • LYNN MARCOTTE

    VP AND CFO

    Total calculated
    $308,286
    From this org
    $253,193
    From related orgs
    $0
    Other
    $55,093
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $251,951
    Bonus
    $0
    Other
    $1,242
    Deferred
    $46,935
    Nontaxable benefits
    $8,158
    Filer's total
    $308,286

  • LAURA HARMON

    VP AND CHIEF NURSING OFFICER

    Total calculated
    $20,288
    From this org
    $18,917
    From related orgs
    $0
    Other
    $1,371
    Hours/week
    40

  • LAURA GIBBARD

    VP HUMAN RESOURCES

    Total calculated
    $330,857
    From this org
    $0
    From related orgs
    $284,299
    Other
    $46,558
    Hours/week
    13.3 + 26.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,859 related
    Bonus
    $0 + $13,118 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $19,558 related
    Filer's total
    $0 + $330,857 related

  • SAI BIKKINA MD

    PHYSICIAN

    Total calculated
    $984,183
    From this org
    $933,880
    From related orgs
    $0
    Other
    $50,303
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $886,832
    Bonus
    $43,571
    Other
    $3,477
    Deferred
    $27,000
    Nontaxable benefits
    $23,303
    Filer's total
    $984,183

  • ASHRAF KHAN DO

    PHYSICIAN

    Total calculated
    $736,803
    From this org
    $673,002
    From related orgs
    $0
    Other
    $63,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $671,022
    Bonus
    $0
    Other
    $1,980
    Deferred
    $47,500
    Nontaxable benefits
    $16,301
    Filer's total
    $736,803

  • FRANK KNECHTL DO

    PHYSICIAN

    Total calculated
    $701,969
    From this org
    $658,166
    From related orgs
    $0
    Other
    $43,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $622,893
    Bonus
    $34,823
    Other
    $450
    Deferred
    $20,500
    Nontaxable benefits
    $23,303
    Filer's total
    $701,969

  • SALMAN FATEH DO

    PHYSICIAN

    Total calculated
    $717,588
    From this org
    $653,285
    From related orgs
    $0
    Other
    $64,303
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $616,859
    Bonus
    $36,126
    Other
    $300
    Deferred
    $41,000
    Nontaxable benefits
    $23,303
    Filer's total
    $717,588

  • RANA BILBEISI DO

    PHYSICIAN

    Total calculated
    $665,718
    From this org
    $618,995
    From related orgs
    $0
    Other
    $46,723
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $574,409
    Bonus
    $44,286
    Other
    $300
    Deferred
    $41,000
    Nontaxable benefits
    $5,723
    Filer's total
    $665,718

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 January 2025
IRS schema version
2022v5.0
Source object
202520159349301467

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