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Nonprofiteer
← CHARLEVOIX NURSING HOME CORPORATION

Form 990 for tax year 2024

Filed by CHARLEVOIX NURSING HOME CORPORATION.

Totals

Total revenue
$8,635,299
Total expenses
$9,479,569
Contributions and grants received
$188,310
Grants paid
$0
Program services expenses (Part IX)
$6,862,023
Management and general expenses
$2,617,546
Fundraising expenses
$0
Program service expenses (Part III)
$6,862,023

Program services were 72.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELIZABETH MCCLELLAN

    EXECUTIVE DIRECTOR BPT

    Total calculated
    $95,239
    From this org
    $89,139
    From related orgs
    $0
    Other
    $6,100
    Hours/week
    40

  • GARFIELD ATCHISON

    CHAIRMAN & CEO

    Total calculated
    $632,609
    From this org
    $0
    From related orgs
    $609,718
    Other
    $22,891
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,262 related
    Bonus
    $0
    Other
    $0 + $109,456 related
    Deferred
    $0 + $4,121 related
    Nontaxable benefits
    $0 + $18,770 related
    Filer's total
    $0 + $632,609 related

  • JOANNE SCHROEDER

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PRUSAITIS

    TREASURER/VP OF FINANCE/CFO

    Total calculated
    $351,289
    From this org
    $0
    From related orgs
    $317,854
    Other
    $33,435
    Hours/week
    1 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,532 related
    Bonus
    $0
    Other
    $0 + $2,322 related
    Deferred
    $0 + $16,085 related
    Nontaxable benefits
    $0 + $17,350 related
    Filer's total
    $0 + $351,289 related

  • ANDREA NAYLOR

    TRUSTEE

    Total calculated
    $280,625
    From this org
    $0
    From related orgs
    $250,685
    Other
    $29,940
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,805 related
    Bonus
    $0
    Other
    $0 + $19,880 related
    Deferred
    $0 + $13,065 related
    Nontaxable benefits
    $0 + $16,875 related
    Filer's total
    $0 + $280,625 related

  • DR CATHY WONSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW MCDONAGH

    VP CMO - PART YEAR

    Total calculated
    $167,132
    From this org
    $0
    From related orgs
    $153,407
    Other
    $13,725
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,516 related
    Bonus
    $0
    Other
    $0 + $891 related
    Deferred
    $0 + $7,770 related
    Nontaxable benefits
    $0 + $5,955 related
    Filer's total
    $0 + $167,132 related

  • DAVID MONAN

    VP - PATIENT CARE SVCS/CNO

    Total calculated
    $230,084
    From this org
    $0
    From related orgs
    $199,535
    Other
    $30,549
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,213 related
    Bonus
    $0
    Other
    $0 + $2,322 related
    Deferred
    $0 + $10,226 related
    Nontaxable benefits
    $0 + $20,323 related
    Filer's total
    $0 + $230,084 related

  • JOHN KENNEDY

    VP CMO - PART YEAR

    Total calculated
    $382,248
    From this org
    $0
    From related orgs
    $362,289
    Other
    $19,959
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,490 related
    Bonus
    $0 + $33,057 related
    Other
    $0 + $1,742 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,959 related
    Filer's total
    $0 + $382,248 related

  • JULIE JAREMA

    VP PHILANTHROPY

    Total calculated
    $237,229
    From this org
    $0
    From related orgs
    $205,629
    Other
    $31,600
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,065 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $10,670 related
    Nontaxable benefits
    $0 + $20,930 related
    Filer's total
    $0 + $237,229 related

  • SHARI SHULT

    VP OF OPERATIONS - PART YEAR

    Total calculated
    $209,457
    From this org
    $0
    From related orgs
    $198,584
    Other
    $10,873
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,059 related
    Bonus
    $0
    Other
    $0 + $2,524 related
    Deferred
    $0 + $9,932 related
    Nontaxable benefits
    $0 + $941 related
    Filer's total
    $0 + $209,456 related

  • ANNALEE STONEHOUSE

    TEAM LEADER RN BPT

    Total calculated
    $115,188
    From this org
    $106,255
    From related orgs
    $0
    Other
    $8,933
    Hours/week
    40

  • BRENT MALLEK

    FORMER VP HUMAN RESOURCES

    Total calculated
    $255,678
    From this org
    $0
    From related orgs
    $229,793
    Other
    $25,885
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $201,603 related
    Bonus
    $0
    Other
    $0 + $28,190 related
    Deferred
    $0 + $6,060 related
    Nontaxable benefits
    $0 + $19,825 related
    Filer's total
    $0 + $255,678 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)

SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: - BRENT MALLEK: 25,962
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
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.
SCHEDULE J, 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.
SCHEDULE J, 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.
SCHEDULE J, 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
2024
IRS schema version
2024v5.1
Source object
202642229349301319

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