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Nonprofiteer
← NORTHERN MICHIGAN MEDICALMANAGEMENT

Form 990 for tax year 2023

Filed by NORTHERN MICHIGAN MEDICALMANAGEMENT.

Totals

Total revenue
$23,333
Total expenses
$386,810
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,130
Investment income
$0
Other revenue
$203
Total assets, end of year
$577,857
Total liabilities, end of year
$9,517,273
Net assets or fund balances, end of year
-$8,939,416
Program services expenses (Part IX)
$386,790
Management and general expenses
$20
Fundraising expenses
$0
Program service expenses (Part III)
$386,790

Program services were 100.0% 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.

  • 2a · Program service revenue: WAGE REIMBURSEMENT REV

    total $23,130 · related or exempt $23,130

  • 11a · Other revenue: MISC REVENUE

    total $203 · related or exempt $203

  • 11e · Other revenue, total

    $203

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $20 · management and general $20

  • 20 · Interest

    total $386,701 · program services $386,701

  • 24a · Other expenses: CORPORATE ALLOCATED EXP

    total $89 · program services $89

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400 · end of year $400

  • 2 · Savings and temporary cash investments

    beginning of year $24,051 · end of year $4,042

  • 4 · Accounts receivable

    beginning of year $578,339 · end of year $56,795

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,424 · end of year $8,424

  • 15 · Other assets

    beginning of year $2,298,283 · end of year $508,196

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,809,068 · end of year $37,585

  • 19 · Deferred revenue

    beginning of year $847 · end of year $847

  • 25 · Other liabilities

    beginning of year $9,675,521 · end of year $9,478,841

  • 27 · Net assets without donor restrictions

    beginning of year -$8,575,939 · end of year -$8,939,416

Mission and programs · 2023

Mission

PROVIDE PROFESSIONAL SERVICES FOR THE DIAGNOSIS AND TREATMENT OF CARDIOLOGY, CARDIOTHORACIC SURGERY, NEUROSURGERY AND RELATED CONDITIONS.

Activities or mission (Part I)

PROVIDE PROFESSIONAL SERVICES FOR THE DIAGNOSIS AND TREATMENT OF NEUROSURGERY ALONG WITH HOSPITAL SUPPORTED DEPARTMENTS IN CHEBOYGAN EMERGENCY ROOM, ADULT HOSPITALISTS, ACUTE REHAB, AND PEDIATRIC HOSPITALISTS.

  • PROVIDE PROFESSIONAL SERVICES FOR AN ADULT HOSPITALIST AND CRITICAL CARE PROGRAM, ALONG WITH SUPPORTING THE PETOSKEY AND CHEBOYGAN CAMPUS EMERGENCY DEPARTMENTS AS PART OF AN INTEGRATED HEALTH SYSTEM ARE NOW CONDUCTED BY MCLAREN NORTHERN MICHIGAN.

    Expenses $386,790 · Revenue $23,333

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Prusaitis

    TREASURER/VP FINANCE/CFO

    Total calculated
    $336,090
    From this org
    $0
    From related orgs
    $303,826
    Other
    $32,264
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,504 related
    Bonus
    $0
    Other
    $0 + $2,322 related
    Deferred
    $0 + $15,358 related
    Nontaxable benefits
    $0 + $16,906 related
    Filer's total
    $0 + $336,090 related

  • Shari A Schult

    VP OPERATIONS & SECRETARY-PART YEAR

    Total calculated
    $261,623
    From this org
    $0
    From related orgs
    $247,904
    Other
    $13,719
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,340 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $12,399 related
    Nontaxable benefits
    $0 + $1,320 related
    Filer's total
    $0 + $261,623 related

  • David Monan

    VP PATIENT CARE SVCS CNO

    Total calculated
    $204,625
    From this org
    $0
    From related orgs
    $177,103
    Other
    $27,522
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $175,861 related
    Bonus
    $0
    Other
    $0 + $1,242 related
    Deferred
    $0 + $9,062 related
    Nontaxable benefits
    $0 + $18,460 related
    Filer's total
    $0 + $204,625 related

  • Garfield Atchison

    CHAIRMAN & PRESIDENT/CEO

    Total calculated
    $35,615
    From this org
    $0
    From related orgs
    $32,845
    Other
    $2,770
    Hours/week
    1 + 40 related

  • Andrew M McDonagh

    VP - CMO - PART YEAR

    Total calculated
    $409,675
    From this org
    $0
    From related orgs
    $371,102
    Other
    $38,573
    Hours/week
    15 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,538 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $22,073 related
    Filer's total
    $0 + $409,675 related

  • Brett Mallek

    VP HR

    Total calculated
    $289,790
    From this org
    $0
    From related orgs
    $276,189
    Other
    $13,601
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,070 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $3,119 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,601 related
    Filer's total
    $0 + $289,790 related

  • Julie Jarema

    VP PHILANTHROPY

    Total calculated
    $217,408
    From this org
    $0
    From related orgs
    $189,814
    Other
    $27,594
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,250 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $9,299 related
    Nontaxable benefits
    $0 + $18,295 related
    Filer's total
    $0 + $217,408 related

  • John Kennedy

    VP - CMO - START 2024

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Jennifer Woods

    FORMER TRUSTEE & VP - CNO

    Total calculated
    $36,324
    From this org
    $0
    From related orgs
    $35,595
    Other
    $729
    Hours/week
    2.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,213 related
    Bonus
    $0
    Other
    $0 + $33,382 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $729 related
    Filer's total
    $0 + $36,324 related

  • Todd Burch

    CHAIRMAN & PRESIDENT/CEO

    Total calculated
    $568,373
    From this org
    $0
    From related orgs
    $534,420
    Other
    $33,953
    Hours/week
    2 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,250 related
    Bonus
    $0
    Other
    $0 + $359,170 related
    Deferred
    $0 + $1,391 related
    Nontaxable benefits
    $0 + $32,562 related
    Filer's total
    $0 + $568,373 related

  • Laura Daniel

    FORMER VP PATIENT SVCS CNO

    Total calculated
    $138,173
    From this org
    $0
    From related orgs
    $128,149
    Other
    $10,024
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $28,317 related
    Bonus
    $0
    Other
    $0 + $99,832 related
    Deferred
    $0 + $2,592 related
    Nontaxable benefits
    $0 + $7,432 related
    Filer's total
    $0 + $138,173 related

  • Debbie Rosenburg

    FORMER VP OF HUMAN RESOURCES

    Total calculated
    $126,357
    From this org
    $0
    From related orgs
    $126,357
    Other
    $0
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $126,357 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $126,357 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

  • 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)

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, LINES 4A-B
SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: - JENNIFER WOODS: $33,382 - DEBBIE ROSENBURG: $126,357 - LAURA DANIEL: $98,050 - TODD BURCH: $272,650 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

  • WATERVILLE MEDICAL CENTER LLC

    RENTAL REAL ESTATE · OH · 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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2025
IRS schema version
2023v6.0
Source object
202512239349300911

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