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Nonprofiteer
← MCLAREN OAKLAND

Form 990 for tax year 2023

Filed by MCLAREN OAKLAND.

Totals

Total revenue
$307,170,213
Total expenses
$264,634,544
Contributions and grants received
$58,949
Grants paid
$0
Program service revenue
$300,828,275
Investment income
$3,418,543
Other revenue
$2,864,446
Total assets, end of year
$204,910,009
Total liabilities, end of year
$58,098,652
Net assets or fund balances, end of year
$146,811,357
Program services expenses (Part IX)
$257,753,205
Management and general expenses
$6,881,339
Fundraising expenses
$0
Program service expenses (Part III)
$257,753,205

Program services were 97.4% 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.

  • 1e · Government grants (contributions)

    $58,949

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $279,572,947 · related or exempt $279,572,947

  • 2b · Program service revenue: PHARMACY 340B CONTRACTS

    total $21,255,328 · related or exempt $21,255,328

  • 3 · Investment income

    total $3,422,858 · excluded $3,422,858

  • 6a · Gross rents

    real property $609,161

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $609,161

  • 6d · Net rental income or loss

    total $609,161 · excluded $609,161

  • 7a · Gross sales of assets other than inventory

    other assets $17,685

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

    other assets $22,000

  • 7c · Gain or loss

    other assets -$4,315

  • 7d · Net gain or loss

    total -$4,315 · excluded -$4,315

  • 11a · Other revenue: MICHIGAN MEDICAID REIMBURSEMENT

    total $733,871 · related or exempt $733,871

  • 11b · Other revenue: GRADUATE MEDICAL EDUCATION REVENU

    total $435,400 · related or exempt $435,400

  • 11c · Other revenue: CAFETERIA SALES

    total $398,182 · excluded $398,182

  • 11d · All other revenue

    total $687,832 · related or exempt $687,832

  • 11e · Other revenue, total

    $2,255,285

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $608,494 · management and general $608,494

  • 7 · Other salaries and wages

    total $91,940,116 · program services $87,241,385 · management and general $4,698,731

  • 8 · Pension plan contributions

    total $2,222,825 · program services $2,086,657 · management and general $136,168

  • 9 · Other employee benefits

    total $11,900,645 · program services $11,494,642 · management and general $406,003

  • 10 · Payroll taxes

    total $5,194,494 · program services $4,748,756 · management and general $445,738

  • 11b · Fees: legal

    total $11,784 · management and general $11,784

  • 11c · Fees: accounting

    total $92,251 · management and general $92,251

  • 11d · Fees: lobbying

    total $3,871 · management and general $3,871

  • 11g · Fees: other

    total $20,933,883 · program services $20,693,529 · management and general $240,354

  • 12 · Advertising and promotion

    total $797,542 · program services $797,542

  • 13 · Office expenses

    total $212,289 · program services $206,607 · management and general $5,682

  • 14 · Information technology

    total $11,795,966 · program services $11,585,834 · management and general $210,132

  • 16 · Occupancy

    total $5,992,935 · program services $5,992,935

  • 17 · Travel

    total $139,649 · program services $117,518 · management and general $22,131

  • 19 · Conferences, conventions and meetings

    total $113,115 · program services $113,115

  • 20 · Interest

    total $1,250,183 · program services $1,250,183

  • 22 · Depreciation, depletion and amortization

    total $8,715,471 · program services $8,715,471

  • 23 · Insurance

    total $2,899,514 · program services $2,899,514

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $65,643,812 · program services $65,643,812

  • 24b · Other expenses: BAD DEBTS

    total $13,161,202 · program services $13,161,202

  • 24c · Other expenses: MACI/DSH/HRA QAAP TAX

    total $11,421,143 · program services $11,421,143

  • 24d · Other expenses: EQUIPMENT RENT & MAINT.

    total $5,439,157 · program services $5,439,157

  • 24e · All other expenses

    total $4,144,203 · program services $4,144,203

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,430,529 · end of year $22,921,933

  • 4 · Accounts receivable

    beginning of year $32,778,124 · end of year $29,725,003

  • 8 · Inventories for sale or use

    beginning of year $4,000,309 · end of year $3,888,428

  • 9 · Prepaid expenses and deferred charges

    beginning of year $941,868 · end of year $0

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

    $197,696,957

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

    $124,473,445

  • 10c · Land, buildings and equipment, net

    beginning of year $48,595,997 · end of year $73,223,512

  • 11 · Investments: publicly traded securities

    beginning of year $26,432,177 · end of year $43,945,022

  • 12 · Investments: other securities

    beginning of year $3,791,565 · end of year $3,415,128

  • 14 · Intangible assets

    beginning of year $3,868,433 · end of year $3,868,433

  • 15 · Other assets

    beginning of year $23,235,035 · end of year $23,922,550

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,964,374 · end of year $20,368,931

  • 19 · Deferred revenue

    beginning of year $1,268,802 · end of year $727,517

  • 20 · Tax-exempt bond liabilities

    beginning of year $28,340,401 · end of year $27,253,573

  • 25 · Other liabilities

    beginning of year $18,714,447 · end of year $9,748,631

  • 27 · Net assets without donor restrictions

    beginning of year $114,104,492 · end of year $146,136,385

  • 28 · Net assets with donor restrictions

    beginning of year $681,521 · end of year $674,972

Mission and programs · 2023

Mission

MCLAREN OAKLAND PROVIDES PRIMARY AND SPECIALTY HEALTH CARE SERVICES GUIDED BY THE VALUES OF INTEGRITY, EXCELLENCE, DIVERSITY, AND INTELLIGENCE. WE ASPIRE TO ENHANCE THE QUALITY OF LIFE AND HEALTH STATUS OF THE PEOPLE WE SERVE.

Activities or mission (Part I)

MCLAREN OAKLAND PROVIDES PRIMARY AND SPECIALTY HEALTH CARE SERVICES GUIDED BY THE VALUES OF INTEGRITY, EXCELLENCE, DIVERSITY, AND INTELLIGENCE. WE ASPIRE TO ENHANCE THE QUALITY OF LIFE AND HEALTH STATUS OF THE PEOPLE WE SERVE. DURING THE YEAR, OAKLAND HAD MORE THAN 52,000 EMERGENCY VISITS, PERFORMED SERVICES FOR SURGERIES, MEDICAL IMAGING, PHYSICIAN REHABILITATION, SUBSTANCE ABUSE, AND MORE.

  • MCLAREN OAKLAND PROVIDES PRIMARY AND SPECIALTY HEALTHCARE SERVICES TO THE GREATER PONTIAC AND OAKLAND COUNTRY, MICHIGAN COMMUNITIES. MCLAREN OAKLAND IS LOCATED IN THE CITY OF PONTIAC, IN OAKLAND COUNTY, MICHIGAN, APPROXIMATELY 16 MILES NORTH OF DETROIT. PONTIAC IS THE ONLY CITY IN OAKLAND COUNTY DESIGNATED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AS A MEDICALLY UNDERSERVED AREA (MUA). MEDICALLY UNDERSERVED AREAS/POPULATIONS ARE AREAS OR POPULATIONS DESIGNATED BY HRSA (HEALTH RESOURCES AND SERVICES ADMINISTRATION) AS HAVING TOO FEW PRIMARY CARE PROVIDERS, HIGH INFANT MORTALITY, HIGH POVERTY AND/OR HIGH ELDERLY POPULATIONS. FOUNDED IN 1953, MCLAREN OAKLAND HAS GROWN TO A COMPREHENSIVE MEDICAL COMMUNITY THAT INCLUDES OUTPATIENT FACILITIES IN CLARKSTON AND OXFORD, IN ADDITION TO AN INPATIENT HOSPITAL IN PONTIAC PROVIDING A RANGE OF CLINICAL SERVICES INCLUDING EMERGENCY AND TRAUMA CARE, CARDIOLOGY, CANCER SERVICES, MINIMALLY INVASIVE ROBOTIC SURGERY, AND ORTHOPEDIC SERVICES. MCLAREN OAKLAND OFFERS ACGME ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS IN ANESTHESIOLOGY, DIAGNOSTIC RADIOLOGY, EMERGENCY MEDICINE, FAMILY MEDICINE, INTERNAL MEDICINE, ORTHOPEDIC SURGERY, OTOLARYNGOLOGY, PULMONARY DISEASE AND CRITICAL CARE MEDICINE, AND TRANSITIONAL YEAR, IN ADDITION TO A CPME ACCREDITED PODIATRY PROGRAM.

    Expenses $257,753,205 · Revenue $302,685,378

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

Listed in Part VII

  • 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

  • TRACEY FRANOVICH

    PRESIDENT AND CEO - PART YEAR

    Total calculated
    $800,829
    From this org
    $0
    From related orgs
    $668,211
    Other
    $132,618
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,151 related
    Bonus
    $0 + $155,288 related
    Other
    $0 + $61,772 related
    Deferred
    $0 + $93,398 related
    Nontaxable benefits
    $0 + $39,220 related
    Filer's total
    $0 + $800,829 related

  • LORENZO SUTER

    PRESIDENT AND CEO - STARTED 2024

    Total calculated
    $0
    Hours/week
    40 + 1 related

  • KEVIN BALL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JUDGE LEO BOWMAN

    MEMBER

    Total calculated
    $37,500
    From this org
    $0
    From related orgs
    $37,500
    Other
    $0
    Hours/week
    1

  • CHAD GRANT

    MEMBER, EXECUTIVE VP & COO MCLAREN HEALTH

    Total calculated
    $1,995,480
    From this org
    $0
    From related orgs
    $1,951,299
    Other
    $44,181
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $907,101 related
    Bonus
    $0 + $491,250 related
    Other
    $0 + $552,948 related
    Deferred
    $0 + $3,461 related
    Nontaxable benefits
    $0 + $40,720 related
    Filer's total
    $0 + $1,995,480 related

  • MARY MBIYA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE SPICER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURA GIBBARD

    VP HUMAN RESOURCES - PART YEAR

    Total calculated
    $371,920
    From this org
    $0
    From related orgs
    $319,405
    Other
    $52,515
    Hours/week
    13.3 + 26.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,958 related
    Bonus
    $0 + $35,883 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0 + $22,515 related
    Filer's total
    $0 + $371,920 related

  • MICHAEL WOOLSEY

    VP HUMAN RESOURCES - STARTED 2024

    Total calculated
    $0
    Hours/week
    13.3 + 26.7 related

  • LYNN MARCOTTE

    VP AND CFO

    Total calculated
    $308,541
    From this org
    $256,041
    From related orgs
    $0
    Other
    $52,500
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $256,041
    Bonus
    $0
    Other
    $0
    Deferred
    $52,500
    Nontaxable benefits
    $0
    Filer's total
    $308,541

  • LAURA HARMON

    VP AND CHIEF NURSING OFFICER

    Total calculated
    $224,496
    From this org
    $218,577
    From related orgs
    $0
    Other
    $5,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,577
    Bonus
    $0
    Other
    $0
    Deferred
    $5,919
    Nontaxable benefits
    $0
    Filer's total
    $224,496

  • SAI BIKKINA MD

    PHYSICIAN

    Total calculated
    $838,962
    From this org
    $782,139
    From related orgs
    $0
    Other
    $56,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $746,930
    Bonus
    $33,000
    Other
    $2,209
    Deferred
    $30,000
    Nontaxable benefits
    $26,823
    Filer's total
    $838,962

  • SHALINI THOUTREDDY MD

    PHYSICIAN

    Total calculated
    $622,768
    From this org
    $558,082
    From related orgs
    $0
    Other
    $64,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,799
    Bonus
    $30,833
    Other
    $450
    Deferred
    $45,000
    Nontaxable benefits
    $19,686
    Filer's total
    $622,768

  • ASHRAF KHAN DO

    PHYSICIAN

    Total calculated
    $654,883
    From this org
    $583,619
    From related orgs
    $0
    Other
    $71,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $581,639
    Bonus
    $0
    Other
    $1,980
    Deferred
    $52,500
    Nontaxable benefits
    $18,764
    Filer's total
    $654,883

  • FRANK KNECHTL DO

    PHYSICIAN

    Total calculated
    $607,343
    From this org
    $550,520
    From related orgs
    $0
    Other
    $56,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $521,258
    Bonus
    $28,572
    Other
    $690
    Deferred
    $30,000
    Nontaxable benefits
    $26,823
    Filer's total
    $607,343

  • SALMAN FATEH DO

    PHYSICIAN

    Total calculated
    $645,055
    From this org
    $573,232
    From related orgs
    $0
    Other
    $71,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,074
    Bonus
    $32,858
    Other
    $300
    Deferred
    $45,000
    Nontaxable benefits
    $26,823
    Filer's total
    $645,055

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
  • 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.

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
2023
Filed
8 August 2025
IRS schema version
2023v6.0
Source object
202512259349300731

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