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Nonprofiteer
← BARBARA ANN KARMANOS CANCER INSTITUTE

Form 990 for tax year 2022

Filed by BARBARA ANN KARMANOS CANCER INSTITUTE.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 14 January 2025. 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.

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
    $10,783,705
    From this org
    $0
    From related orgs
    $10,748,364
    Other
    $35,341
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,557,928 related
    Bonus
    $0 + $3,012,352 related
    Other
    $0 + $5,178,084 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,341 related
    Filer's total
    $0 + $10,783,705 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 + $341,318 related
    Other
    $0 + $395,547 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
7 August 2024
IRS schema version
2022v5.0
Source object
202422269349302302

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