2026-08-07T16:02:01+00:00 2025-09-30 331498605 PLANTE & MORAN PLLC 995 YARD STREET SUITE 450 GRANDVIEW HEIGHTS OH 43212 990 2024-10-01 381613280 BARBARA ANN KARMANOS CANCER INSTITUTE BARB 8005276266 4100 JOHN R DETROIT MI 48201 BORIS PASCHE MD PRESIDENT 3135768657 2026-08-07 true AMY TOPALOV CPA P00796388 6148493000 2026-08-04 2024 2025-03-06 01:10:19Z KARMANOS CANCER INSTITUTE BORIS PASCHE MD 4100 JOHN R DETROIT MI 48201 153587723 false X WWW.KARMANOS.ORG X 1947 MI TO LEAD IN TRANSFORMATIVE CANCER CARE, RESEARCH AND EDUCATION, DRIVEN BY COMPASSION, COMMITMENT, AND COURAGE TO CREATE A WORLD FREE OF CANCER. 15 12 313 12 0 5781666 8417788 11015314 11852220 5385862 6870236 3213117 -28859 25395959 27111385 66235 87906 0 16946149 14566608 24197 0 1806866 15734128 19337948 32770709 33992462 -7374750 -6881077 250659734 295118020 38743257 30702997 211916477 264415023 TO LEAD IN TRANSFORMATIVE CANCER CARE, RESEARCH AND EDUCATION, DRIVEN BY COMPASSION, COMMITMENT, AND COURAGE TO CREATE A WORLD FREE OF CANCER. false false 21783526 0 6985146 CANCER RESEARCH: AT KARMANOS CANCER INSTITUTE (KCI), THE INSTITUTE'S INVESTIGATORS CONDUCT ALL FORMS OF RESEARCH INTO THE PREVENTION, DETECTION, TREATMENT AND CAUSES OF CANCER. TYPES OF RESEARCH CONDUCTED AT KCI INCLUDE: BASIC, CLINICAL, EPIDEMIOLOGICAL AND BEHAVIORAL. THE CORE RESEARCH FACILITIES OF KCI SERVE TO ENHANCE RESEARCH IN ALL OF THE PROGRAMS BY SUPPLYING INSTRUMENTATION AND/OR EXPERTISE THAT INDIVIDUAL INVESTIGATORS REQUIRE TO PERFORM CUTTING-EDGE RESEARCH. RESEARCH AT KCI IS ORGANIZED WITHIN THE FOLLOWING THREE PROGRAMS: (1) TUMOR BIOLOGY & MICROENVIRONMENT, (2) MOLECULAR THERAPEUTICS, AND (3) POPULATION STUDIES. 5124314 87906 4674459 AFFILIATION/NETWORK SUPPORT, COMMUNITY EDUCATION, CORD STEM CELL BANK : COMMUNITY EDUCATION PROVIDED BY KCI STAFF AND VOLUNTEERS OCCUR THROUGH VISITS TO BUSINESSES, CHURCHES, SCHOOLS, SHOPPING MALLS, HEALTH CARE FORUMS AND VIRTUALLY ANY VENUE CONDUCIVE TO INFORMING INDIVIDUALS ON WAYS TO PREVENT CANCER AND ITS WARNING SIGNS, AND THE VERY LATEST IN SCREENING, DIAGNOSTICS, TREATMENT AND FOLLOW-UP CARE THROUGH EDUCATIONAL PRESENTATIONS, MATERIALS AND DISPLAYS. KCI OFFERS FREE FACT SHEETS ON THE MOST COMMON FORMS OF CANCER AND TOPICS OF INTEREST. THESE ARE GEARED TO PERSONS CONCERNED ABOUT THEIR CANCER RISK AND INTERESTED IN PREVENTION AND EARLY DETECTION, NOT TO PERSONS DIAGNOSED WITH CANCER. GENETIC COUNSELING EDUCATIONAL SESSIONS ARE OFFERED ON A REGULAR BASIS AT KCI AND BY APPOINTMENT. PARTICIPANTS LEARN ABOUT INHERITED BREAST AND OVARIAN CANCER GENES AND HOW TO REDUCE THEIR RISK. KCI ALSO SUPPORTS EFFORTS AND PROVIDES RESOURCES TO HELP INDIVIDUALS SUCCESSFULLY QUIT SMOKING. THE J.P. MCCARTHY CORD STEM CELL BANK AT KCI IS A PUBLIC, NON-PROFIT STEM CELL BANK WITH OVER 2,800 UMBILICAL CORD BLOOD UNITS IN ITS INVENTORY. THE BANK WAS FOUNDED IN 2001 WITH FUNDING FROM THE J.P. MCCARTHY FUND AND THE CARLS FOUNDATION AND IS ONE OF ONLY A FEW INTERNATIONALLY RECOGNIZED CORD STEM CELL BANKS AFFILIATED WITH THE NATIONAL MARROW DONOR PROGRAM. THE BANK WAS CREATED IN ANTICIPATION OF PROVIDING LIFE-SAVING HOPE TO PEOPLE WHO HAVE BEEN DIAGNOSED WITH CANCER AND SERIOUS BLOOD DISORDERS. KCI COLLECTED, PROCESSED AND STORES DONATED UMBILICAL CORD BLOOD THAT BECOMES A READILY AVAILABLE SOURCE OF HEMATOPOIETIC STEM CELLS FOR TRANSPLANT IN CHILDREN AND ADULTS WITH LEUKEMIA, LYMPHOMA, SICKLE CELL DISEASE OR OTHER LIFE-THREATENING CONDITIONS. THE J.P. MCCARTHY CORD BLOOD BANK AND CARLS PROCESSING LABORATORY IS ALSO ACCREDITED BY THE FOUNDATION FOR THE ACCREDITATION OF CELLULAR THERAPY (FACT). THE ACCREDITATION SIGNIFIES THE HIGHEST STANDARDS OF PRACTICE IN COLLECTION, PROCESSING AND TRANSPLANTATION. THIS ACCREDITATION DEMONSTRATES THE COMMITMENT TO QUALITY IN CORD BLOOD BANKING THROUGH ADHERENCE TO RIGOROUS STANDARDS THAT ARE VERIFIED BY PERIODIC INSPECTION AND PEER REVIEW. 192615 0 192615 KCI IS PART OF THE MICHIGAN BREAST & CERVICAL CONTROL PROGRAM (BCCCP): THIS PROGRAM IS AVAILABLE TO INDIVIDUALS MEETING THE FOLLOWING CRITERIA: (1) BE A MICHIGAN RESIDENT (OR RESIDE IN A STATE THAT BORDERS MICHIGAN) (2) HAVE AN INCOME BELOW 250% OF THE FEDERAL POVERTY LEVEL OR BELOW, (3) BE UNINSURED OR UNDERINSURED, (4) BE AGE 40-64 FOR BREAST CANCER SCREENING SERVICES AND DIAGNOSTIC SERVICES, (5) BE AGE 21-64 FOR CERVICAL CANCER SCREENING SERVICES AND DIAGNOSTIC SERVICES, (6) BE AGE 18-39 WITH A BREAST PROBLEM THAT REQUIRES DIAGNOSTIC SERVICES. THE BCCCP PROVIDES BREAST CARE SERVICES SUCH AS CLINICAL BREAST EXAMS (CBES), MAMMOGRAMS, AND FOLLOW UP TESTS. WHILE THE PROGRAM DOES NOT PROVIDE TREATMENT FOR BREAST CANCER, IT DOES ASSIST WITH APPLYING FOR THE MEDICAID TREATMENT ACT (MTA) WHICH DOES COVER CANCER TREATMENT FOR THOSE INDIVIDUALS DIAGNOSED THRU THE BCCCP. THE BCCCP PROVIDES CERVICAL RELATED CARE INCLUDING PELVIC EXAMS, PAP SMEARS, HPV TESTING AND FOLLOW-UP SERVICES IF NEEDED. WHILE THE PROGRAM DOES NOT PROVIDE TREATMENT FOR CERVICAL CANCER, IT DOES ASSIST WITH APPLYING FOR THE MEDICAID TREATMENT ACT (MTA) WHICH DOES COVER CANCER TREATMENT FOR THOSE INDIVIDUALS DIAGNOSED THRU THE BCCCP. THE BCCCP CAN ENROLL AND PROVIDE DIAGNOSTIC BREAST AND/OR DIAGNOSTIC CERVICAL SERVICES TO INSURED INDIVIDUALS WITH DEDUCTIBLE AMOUNTS THAT CREATE FINANCIAL HARDSHIP-IF THEY MEET THE ELIGIBILITY CRITERIA. 27100455 true true false true false true false false false true true false false true true false false true false false false false false false true false false false true true false false false false false false false false false false false false false false false true true true false false true 246 0 true 313 true false false false false false true true false false false false false false X 15 12 false false false false true true true true true false false false false true true true true true false true false false MI X REGINA DOXTADER 3135768657 4100 JOHN R DETROIT MI 48201 BORIS PASCHE BOARD MEMBER/PRESIDENT KCI 21.0 20.0 X X 0 735782 18785 TIMONTHY MONAHAN BOARD MEMBER & CHAIR 1.0 2.0 X X 0 39500 0 DANIEL RET BOARD MEMBER 1.0 1.0 X 0 0 0 DAVID E DUPREY BOARD MEMBER 1.0 1.0 X 0 0 0 DEBORAH SAVOIE BOARD MEMBER 1.0 1.0 X 0 0 0 DEBRA PARTRICH BOARD MEMBER 1.0 1.0 X 0 0 0 GEANEEN M ARENDS BOARD MEMBER 1.0 1.0 X 0 0 0 KELLY LAFONTAINE BOARD MEMBER 1.0 1.0 X 0 0 0 KIMBERLY ESPY BOARD MEMBER 1.0 1.0 X 0 0 0 MICHAEL DUHAIME BOARD MEMBER 1.0 2.0 X 0 0 0 PHILIP A INCARNATI BOARD MEMBER 1.0 46.0 X 0 12956846 79753 SCOTT HUNTER BOARD MEMBER 1.0 1.0 X 0 0 0 SHARI FERBER-KAUFMAN BOARD MEMBER 1.0 1.0 X 0 0 0 SYLVESTER HESTER BOARD MEMBER 1.0 1.0 X 0 0 0 TOM KALAS BOARD MEMBER 1.0 1.0 X 0 0 0 REGINA DOXTADER VP CHIEF FINANCIAL OFFICER 20.0 20.0 X 427422 0 41684 AMY HEIDT RYDER VP HUMAN RESOURCES 40.0 0.0 X 311062 0 37911 AMY L POLK REGIONAL DIRECTOR OF CANCER SERVICES 40.0 0.0 X 158337 0 37031 ANN SCHWARTZ VP RESEARCH ACADEMIC & AFFAIRS/DEPT DIRECTOR 40.0 0.0 X 162086 0 3256 ARNOLD D'AMBROSIO CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 343824 0 36852 DORIS F RANSKI-ZAZULA VP KARMANOS CANCER NETWORK 40.0 0.0 X 247980 0 21588 EVANO PIASENTIN VP ACD RESEARCH ADMIN - PART YEAR 40.0 0.0 X 273633 0 13696 JODY S HURTUBISE DIRECTOR ACCOUNTING FINANCE 40.0 0.0 X 202058 0 29871 JOSEPH E NUGENT DIRECTOR INFORMATION TECHNOLOGY SVC 40.0 0.0 X 220982 0 25029 MONICA L PAPASIAN DIRECTOR ACCOUNTING FINANCE - PART YEAR 40.0 0.0 X 183477 0 28780 PATRICIA A KEIGHER REGIONAL DIRECTOR OF CANCER SERVICES 40.0 0.0 X 174069 0 14918 SCOTT F MCCARTER IT SITE DELIVERY MANAGER 40.0 0.0 X 246262 0 50609 TAMARA M COLLINS VP MARKETING BUSINESS DEVELOPMENT 40.0 0.0 X 208191 0 9676 BENJAMIN L HERRING VP ACD RESEARCH ADMINISTRATION 40.0 0.0 X 161893 0 37209 NANCY KING REGIONAL DIRECTOR OF CANCER SERVICES 40.0 0.0 X 151003 0 26314 RICHARD B MORRISON SYSTEMS ENGINEER SR 40.0 0.0 X 153445 0 47848 TAMARA HIGHTOWER REGIONAL DIRECTOR OF CANCER SERVICES 40.0 0.0 X 155378 0 26009 THOMAS E BELCHER MANAGER IT PROGRAMS 40.0 0.0 X 169823 0 23253 3950925 13732128 610072 57 false true false AMERISOURCEBERGEN DRUG CORP 4860 INDIANAPOLIS RD WHITESTOWN IN 46075 PHARMACEUTICAL DISTRIBUTION 165923327 VHS HARPER HUTZEL HOSPITAL 3990 JOHN R DETROIT MI 48201 PATIENT & NON-CLINICAL SERVICES 45906785 WAYNE STATE UNIVERSITY 540 E CANFIELD DETROIT MI 48201 RESEARCH STAFFING 24767430 CARDINAL HEALTH 105 INC 7000 CARDINAL PLACE DUBLIN OH 43017 CAR T-CELL THERAPY 13688181 WAYNE HEALTH 400 MACK AVENUE DETROIT MI 48201 PHYSICIAN FEES 8375527 88 101473 30340 8285975 8417788 AFFILIATION REVENUE 541700 10454890 10454890 MEDICAL SERVICES 621610 213966 213966 EDUCATION AND SUPPORT 611710 648540 648540 CORD BANK 541700 70315 70315 CELL LINES 541700 10300 10300 454209 454209 0 0 11852220 4275510 4275510 0 0 129005045 126410319 2594726 0 2594726 2594726 37160 30340 66019 -28859 -28859 0 0 0 0 0 27111385 11852220 0 6841377 87906 87906 2455298 719744 1735554 10462479 9616200 846279 246558 225588 20970 889856 783465 106391 512417 444208 68209 518 473 45 119214 76516 8238 34460 50920 0 50920 0 24500 24500 1306148 1109411 4790 191947 1062983 924473 138510 749769 420253 69707 259809 278268 258136 75 20057 838762 593967 167192 77603 202111 150239 19690 32182 210248 188780 20693 775 284846 284526 320 10923722 10923722 306275 292848 4118 9309 MCLAREN CORPORATE ALLOCATION 2979664 2979664 0 0 0 0 33992462 27100455 5085141 1806866 104059394 135835172 1576876 1362805 32042143 249915 0 0 0 0 67684 0 777533 541383 15152385 13485377 1637071 1667008 88206874 129350268 0 0 22292159 26111469 250659734 295118020 30415528 18751195 490312 829785 0 0 4650000 4650000 3187417 6472017 38743257 30702997 X 170106286 215976112 41810191 48438911 211916477 264415023 250659734 295118020 X -6881077 9952609 49427014 X X false true true true true X 6568869 5120941 11396879 5781666 8417788 37286143 0 0 6568869 5120941 11396879 5781666 8417788 37286143 5054876 32231267 1366334 1417682 2803803 4436793 4275510 14300122 0 156096 218880 14000 125814 37160 551950 52138215 59109573 0.61819 0.61958 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 148181.0, COLUMN B - 218785.0, COLUMN C - 14000.0, COLUMN D - 125814.0, COLUMN E - 37160.0, COLUMN F - 543940.0; DESCRIPTION - GAMING REVENUE SALE OF INVENTORY, COLUMN A - 1081.0, COLUMN B - 95.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 1176.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 6834.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 6834.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 24500 0 24500 0 31992462 0 32016962 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 24500 24500 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 SCHEDULE C, PART II-A, LINE 2C, COLUMN (A) PAYMENTS TO FRANKLIN PARTNERSHIP TO ASSIST THE ORGANIZATION IN BUILDING AND MAINTAINING RELATIONSHIP WITH MEMBERS OF CONGRESS, THEIR STAFF, AND RELEVANT REGULATORY AGENCIES. FRANKLIN PARTNERSHIP ALSO PROVIDES GUIDANCE ON FEDERAL POLICY ISSUES RELATED TO CANCER CARE, CONGRESSIONAL APPROPRIATION REQUESTS, AND FEDERAL FUNDING OPPORTUNITIES. SCHEDULE C, PART II-A, LINE 1A, COLUMN (A) ASDFWEF 2 17198 0 193138 true true 18874535 1631167 20505702 18848589 25946 18874535 18802411 46178 18848589 18630788 171623 18802411 18584153 46635 18630788 0.0 1.0 0.0 true false 1821885 1357079 464806 20000 20000 0 9899360 9216860 682500 3411140 2891438 519702 1667008 DEFERRED IT ASSETS 6786858 CURE NOTE PLEDGES - LONG TERM 3400000 RESTRICTED CASH 10859593 RIGHT OF USE OPERATING LEASE & OTHER ASSETS 4865018 OTHER ASSETS 200000 26111469 FEDERAL INCOME TAXES OTHER LIABILITIES - 457B 1313123 LEASE LIABILITIES 5158894 6472017 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS ENDOWMENT FUNDS ARE HELD FOR INVESTMENT. ENDOWMENT EARNINGS ARE USED TO MAINTAIN PROGRAM SERVICES AS SPECIFIED BY EACH DONOR. GOLF FORE A CURE 35750 21450 14300 33800 11740 CLASSIC CARS 31750 8890 22860 16032 2075 2372 0 67500 30340 37160 33800 27772 2075 2372 66019 -28859 true MEDICAL SERVICES, FINANCIAL ASSISTANCE, PRESCRIPTION AND MEDICAL SUPPLIES 104 87906 0 N/A N/A SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS MAINTAINS GRANTS IN INDIVIDUAL ACCOUNTS SO THEY CAN BE MONITORED FOR SPENDING. GRANTS ARE REVIEWED EACH MONTH DURING OUR MONTH END PROCESS. false true false false false false false true false BORIS PASCHE BOARD MEMBER/PRESIDENT KCI 0 462885 0 0 0 272897 0 4121 0 14664 0 754567 0 0 PHILIP A INCARNATI BOARD MEMBER 0 2847015 0 1733910 0 8375921 0 24927 0 54826 0 13036599 0 0 REGINA DOXTADER VP CHIEF FINANCIAL OFFICER 353600 0 71500 0 2322 0 17250 0 24434 0 469106 0 0 0 ARNOLD D'AMBROSIO CHIEF DEVELOPMENT OFFICER 340260 0 0 0 3564 0 7738 0 29114 0 380676 0 0 0 AMY HEIDT RYDER VP HUMAN RESOURCES 250430 0 56441 0 4191 0 15553 0 22358 0 348973 0 0 0 SCOTT F MCCARTER IT SITE DELIVERY MANAGER 245538 0 0 0 724 0 26175 0 24434 0 296871 0 0 0 EVANO PIASENTIN VP ACD RESEARCH ADMIN - PART YEAR 242960 0 29431 0 1242 0 13682 0 14 0 287329 0 0 0 DORIS F RANSKI-ZAZULA VP KARMANOS CANCER NETWORK 230350 0 14066 0 3564 0 11399 0 10189 0 269568 0 0 0 JOSEPH E NUGENT DIRECTOR INFORMATION TECHNOLOGY SVC 193188 0 25472 0 2322 0 10692 0 14337 0 246011 0 0 0 JODY S HURTUBISE DIRECTOR ACCOUNTING FINANCE 183077 0 16659 0 2322 0 7513 0 22358 0 231929 0 0 0 TAMARA M COLLINS VP MARKETING BUSINESS DEVELOPMENT 167384 0 40000 0 807 0 8449 0 1227 0 217867 0 0 0 MONICA L PAPASIAN DIRECTOR ACCOUNTING FINANCE - PART YEAR 159792 0 22911 0 774 0 6422 0 22358 0 212257 0 0 0 AMY L POLK REGIONAL DIRECTOR OF CANCER SERVICES 144571 0 13126 0 640 0 7917 0 29114 0 195368 0 0 0 PATRICIA A KEIGHER REGIONAL DIRECTOR OF CANCER SERVICES 158476 0 11639 0 3954 0 4729 0 10189 0 188987 0 0 0 ANN SCHWARTZ VP RESEARCH ACADEMIC & AFFAIRS/DEPT DIRECTOR 86520 0 75566 0 0 0 3242 0 14 0 165342 0 0 0 RICHARD B MORRISON SYSTEMS ENGINEER SR 152721 0 0 0 724 0 22031 0 25817 0 201293 0 0 0 BENJAMIN L HERRING VP ACD RESEARCH ADMINISTRATION 145788 0 15443 0 662 0 8095 0 29114 0 199102 0 0 0 THOMAS E BELCHER MANAGER IT PROGRAMS 154087 0 14450 0 1286 0 23239 0 14 0 193076 0 0 0 TAMARA HIGHTOWER REGIONAL DIRECTOR OF CANCER SERVICES 152721 0 0 0 2657 0 7245 0 18764 0 181387 0 0 0 NANCY KING REGIONAL DIRECTOR OF CANCER SERVICES 138311 0 9471 0 3221 0 7550 0 18764 0 177317 0 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION 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 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 7 NON-FIXED PAYMENTS MCLAREN HEALTH CARE CORPORATION (MHC) HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION, SUBSIDIARY EXECUTIVES AND DIRECTORS, AND MANAGERS. 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. 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 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. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS MCLAREN HEALTH CARE CORPORATION IS THE SOLE MEMBER OF BARBARA ANN KARMANOS CANCER INSTITUTE. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY MCLAREN HEALTH CARE CORPORATION, THE SOLE MEMBER, HAS THE POWER TO RECOMMEND AND NOMINATE CANDIDATES FOR THE BARBARA ANN KARMANOS CANCER INSTITUTE BOARD. THE MEMBER MAY ALSO REMOVE DIRECTORS. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS MCLAREN HEALTH CARE CORPORATION, THE SOLE MEMBER OF BARBARA ANN KARMANOS CANCER INSTITUTE, HAS THE POWER TO APPROVE ANY AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION AND APPROVE ANY AMENDMENT OF THE BYLAWS OF THE CORPORATION. THE SOLE MEMBER MAY ALSO APPROVE THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF BARBARA ANN KARMANOS CANCER INSTITUTE, OR OTHER CHANGE IN CORPORATE FORM. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FORM 990 DATA IS PREPARED INTERNALLY AND SUBMITTED TO OUR AUDITING FIRM FOR RETURN PREPARATION. ONCE THE RETURNS HAVE BEEN COMPLETED, THE FORMS ARE REVIEWED BY THE CORPORATE DIRECTOR OF BUDGET, THE CORPORATE SENIOR VICE PRESIDENT AND CFO OF MCLAREN HEALTH CARE CORPORATION (MHC). COPIES OF THE RETURNS ARE MADE AVAILABLE TO THE MHC BOARD MEMBERS, WHO SERVE AS THE OVERALL GOVERNING BOARD. RETURNS ARE AVAILABLE FOR ALL CORPORATIONS OF WHICH MHCC IS THE SOLE MEMBER AS WELL AS OTHER RELATED ENTITIES OF THOSE CORPORATIONS FOR REVIEW RATHER THAN HAVING THE LOCAL BOARDS REVIEW THE RETURNS. THE BOARD OF MHCC IS THE ULTIMATE ACCOUNTABLE ORGANIZATION FOR THE SYSTEM; AS SUCH IT IS THE OVERALL GOVERNING BOARD OF OUR SYSTEM WHOSE RESPONSIBILITIES INCLUDES BUT ARE NOT LIMITED TO: APPROVING ALL SUBSIDIARY BOARD MEMBERS, FINANCIAL BUDGETS, AND ISSUANCE OF DEBT. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CORPORATE COMPLIANCE DEPARTMENT, IN ACCORDANCE WITH THE MCLAREN HEALTH CARE (MHC) BOARD CONFLICT OF INTEREST POLICY, ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST DISCLOSURE SURVEY TO ALL MHC CORPORATE AND SUBSIDIARY ORGANIZATION BOARD MEMBERS, EXECUTIVES AND OTHER LEADERSHIP EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT THROUGH THE GOVERNANCE COMMITTEE, COMPILES AND ANALYZES SURVEY DATA BY ORGANIZATION, INVESTIGATES AND REVIEWS POTENTIAL CONFLICTS WITH THE ORGANIZATION'S CEO AND BOARD CHAIR, AND WHEN NECESSARY, RECOMMENDS ACTIONS TO BE TAKEN TO RESOLVE IDENTIFIED CONFLICTS. A COMPLETE REPORT OF ALL CORPORATE AND SUBSIDIARY BOARD MEMBER AND EXECUTIVE DISCLOSURES, CONFLICTS IDENTIFIED AND ACTIONS TAKEN IS REVIEWED BY THE MHC GOVERNANCE COMMITTEE AND EACH SUBSIDIARY CEO AND BOARD CHAIR RECEIVES A REPORT SPECIFIC TO THEIR ORGANIZATION'S BOARD MEMBERS AND EXECUTIVES. CONFLICTS ARE DISCLOSED TO THE FULL BOARD AND BOARD COMMITTEES SO APPROPRIATE ACTIONS CAN BE TAKEN. ACTIONS MAY INCLUDE PROHIBITING A BOARD MEMBER FROM PARTICIPATING IN DELIBERATIONS INVOLVING TRANSACTIONS WITH A COMPANY WITH WHICH THEY CONDUCT FINANCIAL TRANSACTIONS; BOARD MEMBERS FAILING TO COMPLETE A DISCLOSURE SURVEY OR INTENTIONALLY FAILING TO REPORT A KNOWN CONFLICT OF INTEREST ARE RELIEVED OF THEIR SERVICE TO MHC. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES THE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD OF DIRECTORS TO REVIEW THE PERFORMANCE AND RECOMMEND THE TOTAL COMPENSATION PACKAGE OF THE MCLAREN HEALTHCARE CORPORATION'S CEO TO THE BOARD. FURTHER THE COMMITTEE ESTABLISHES THE SALARY RANGES AND PERQUISITES OF THE OTHER MOST HIGHLY COMPENSATED OFFICERS (MHC EXECUTIVE & SENIOR VICE-PRESIDENTS AND CEOS OF MHC SUBSIDIARY ORGANIZATIONS) TO THE BOARD. THE MEMBERS OF THE COMMITTEE MUST MEET THE INDEPENDENCE REQUIREMENTS OF THE APPLICABLE PROVISIONS OF SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND FINAL TREASURY REGULATIONS SECTION 53.4958-6(C)(1)(III). THE COMMITTEE RETAINS THE SERVICES ANNUALLY OF AN INDEPENDENT FIRM WITH SIGNIFICANT QUALIFICATIONS AND EXPERIENCE TO CONDUCT A REVIEW OF THE CORPORATION'S EXECUTIVE COMPENSATION PROGRAM. THE RETAINED FIRM UTILIZES APPROPRIATE COMPENSATION COMPARABILITY DATA. THE RETAINED FIRM CONDUCTS ANALYSIS OF THE COMPETITIVENESS OF THESE PROGRAMS AND EXPRESSES AN OPINION TO THE REASONABLENESS OF THESE COMPENSATION PROGRAMS. ALL DATA UTILIZED BY THE COMMITTEE, DELIBERATIONS OF THE COMMITTEE, AND FINAL COMPENSATION DECISIONS BY THE COMMITTEE ARE DOCUMENTED IN FORMAL REPORTS AND MINUTES. THE CORPORATE COMPENSATION COMMITTEE WORKS UNDER AND PERIODICALLY RENEWS THE MCLAREN HEALTH CARE CORPORATION COMPENSATION COMMITTEE CHARTER. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2025. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC KARMANOS CANCER INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE MISCELLANEOUS REVENUE - TOTAL REVENUE: 454209, RELATED OR EXEMPT FUNCTION REVENUE: 454209, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES NET ASSET TRANSFER FROM AFFILIATE - 49529397; RELEASED FROM RESTR-OPER - -74126; OTHER - -28257; TOTAL - 49427014; FORM 990, PART XII, LINE 2C CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MCLAREN BAY MEDICAL FOUNDATION 1900 COLUMBUS AVE BAY CITY MI 48708 382156534 FOUNDATION MI 501(C)(3) TYPE I MCLAREN BAY REGION true MCLAREN BAY REGION 1900 COLUMBUS AVE BAY CITY MI 48708 381976271 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true BAY REGIONAL MEDICAL CENTER AUXILIARY 1908 COLUMBUS AVENUE BAY CITY MI 48708 386081235 SUPPORTING ORGANIZATION MI 501(C)(3) TYPE I MCLAREN BAY REGION true MCLAREN BAY SPECIAL CARE 3250 E MIDLAND ROAD STE 1 BAY CITY MI 48706 383161753 HOSPITAL MI 501(C)(3) 3 MCLAREN BAY REGION true MCLAREN CENTRAL MICHIGAN 1221 SOUTH DRIVE MT PLEASANT MI 48858 381420304 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true CHARLEVOIX NURSING HOME CORPORATION DBA BOULDER PARK TERRACE 14676 WEST UPRIGHT CHARLEVOIX MI 49720 383038683 SKILLED NURSING FACILITY MI 501(C)(3) 10 MCLAREN NORTHERN MICHIGAN true KARMANOS CANCER FOUNDATION 4100 JOHN R ST DETROIT MI 48201 383584572 FOUNDATION MI 501(C)(3) 7 BARBARA ANN KARMANOS CANCER INSTITUTE true MCLAREN GREATER LANSING FOUNDATION 2900 COLLINS ROAD LANSING MI 48910 382463637 FOUNDATION MI 501(C)(3) 7 MCLAREN GREATER LANSING true MCLAREN GREATER LANSING 2900 COLLINS ROAD LANSING MI 48910 381434090 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true BARBARA ANN KARMANOS CANCER HOSPITAL 4100 JOHN R ST DETROIT MI 48201 201649466 HOSPITAL MI 501(C)(3) 3 BARBARA ANN KARMANOS CANCER INSTITUTE true MCLAREN LAPEER REGION 1375 N MAIN ST LAPEER MI 48446 382689033 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true MCLAREN LAPEER REGION FOUNDATION 1375 N MAIN ST LAPEER MI 48446 382689603 FOUNDATION MI 501(C)(3) TYPE I MCLAREN LAPEER REGION true MARWOOD MANOR NURSING HOME PO BOX 5011 PORT HURON MI 48060 382683251 NURSING HOME MI 501(C)(3) 10 PORT HURON HOSPITAL true MCLAREN HEALTH CARE CORPORATION ONE MCLAREN PARKWAY GRAND BLANC MI 48439 382397643 SUPPORTING ORG MI 501(C)(3) TYPE I NA false MCLAREN HEALTH CARE VILLAGE FOUNDATION 401 S BALLENGER HIGHWAY FLINT MI 48532 262693350 SUPPORTING ORG MI 501(C)(3) TYPE I MCLAREN HEALTH CARE CORPORATION true MCLAREN HEALTH PLAN COMMUNITY G-3245 BEECHER ROAD FLINT MI 48532 272204037 INSURANCE MI 501(C)(4) MCLAREN HEALTH PLAN true MCLAREN HEALTH PLAN INC G-3245 BEECHER ROAD FLINT MI 48532 383252216 HEALTH MAINTENANCE ORGANIZATION MI 501(C)(4) MCLAREN INTEGRATED HMO GROUP true MCLAREN HOSPICE AND HOME CARE FOUNDATION 1515 CAL DR DAVISON MI 48423 463643089 FOUNDATION MI 501(C)(3) TYPE I MCLAREN HEALTH MANAGEMENT GROUP true MCLAREN MEDICAL GROUP 401 S BALLENGER HWY FLINT MI 48532 382988086 MANAGEMENT COMPANY MI 501(C)(3) TYPE I MCLAREN HEALTH CARE CORPORATION true MCLAREN NORTHERN MICHIGAN 416 CONNABLE AVENUE PETOSKEY MI 49770 382146751 ACUTE CARE HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVENUE PETOSKEY MI 49770 382445611 FOUNDATION MI 501(C)(3) 7 MCLAREN NORTHERN MICHIGAN true MCLAREN PORT HURON 1221 PINE GROVE AVENUE PORT HURON MI 48060 381369611 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true MCLAREN FLINT 401 S BALLENGER HWY FLINT MI 48532 382383119 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true MICHIGAN CANCER SOCIETY 4100 JOHN R ST DETROIT MI 48201 382823451 CANCER RESEARCH MI 501(C)(3) 7 BARBARA ANN KARMANOS CANCER INSTITUTE true MOUNT CLEMENS REGIONAL HEALTHCARE FOUNDATION PO BOX 326 MOUNT CLEMENS MI 48046 382578873 FOUNDATION MI 501(C)(3) 10 MCLAREN MACOMB true MCLAREN MACOMB 1000 HARRINGTON MOUNT CLEMENS MI 48043 381218516 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true NORTH OAKLAND NORTH MACOMB IMAGING INC 50 NORTH PERRY STREET PONTIAC MI 48342 382807040 MRI IMAGING MI 501(C)(3) 3 MCLAREN OAKLAND true NORTHERN MICHIGAN HEMATOLOGY AND ONCOLOGY 416 CONNABLE AVENUE PETOSKEY MI 49770 320020293 PHYSICIAN PRACTICE MI 501(C)(3) 3 MCLAREN NORTHERN MICHIGAN true NORTHERN MICHIGAN MEDICAL MANAGEMENT 416 CONNABLE AVENUE PETOSKEY MI 49770 208458840 PHYSICIAN PRACTICE MI 501(C)(3) 3 MCLAREN NORTHERN MICHIGAN true MCLAREN OAKLAND FOUNDATION 50 NORTH PERRY STREET PONTIAC MI 48342 200442217 FOUNDATION MI 501(C)(3) TYPE III-FI MCLAREN OAKLAND true MCLAREN OAKLAND 50 NORTH PERRY STREET PONTIAC MI 48342 381428164 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true PORT HURON HOSPITAL FOUNDATION PO BOX 5011 PORT HURON MI 48060 382777750 FOUNDATION MI 501(C)(3) TYPE I PORT HURON HOSPITAL true THE CARDIAC INSTITUTE DBA MICHIGAN HEART & VASCULAR SPECIALISTS 416 CONNABLE AVENUE PETOSKEY MI 49770 262774689 PHYSICIAN PRACTICE MI 501(C)(3) 3 MCLAREN NORTHERN MICHIGAN true MCLAREN HEALTH MANAGEMENT GROUP 1515 CAL DRIVE DAVISON MI 48423 383491714 HEALTH CARE SERVICES MI 501(C)(3) 10 MCLAREN HEALTH CARE CORPORATION true MCLAREN FLINT FOUNDATION 401 S BALLENGER HIGHWAY FLINT MI 48532 381358053 SUPPORTING ORGANIZATION MI 501(C)(3) TYPE I MCLAREN FLINT true MCLAREN CARO REGION 401 N HOOPER ST CARO MI 48723 383426063 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true CARO COMMUNITY HOSPITAL ENDOWMENT FOUNDATION 401 N HOOPER ST CARO MI 48724 382422995 FOUNDATION MI 501(C)(3) TYPE III-FI MCLAREN CARO REGION true MDWISE INC 2955 N MERIDIAN STREET SUITE 201 INDIANAPOLIS IN 46208 351931354 HEALTH MAINTENANCE ORGANIZATION IN 501(C)(4) MCLAREN INTEGRATED HMO GROUP true MDWISE MEDICAID NETWORK INC 2955 N MERIDIAN STREET SUITE 201 INDIANAPOLIS IN 46208 473192307 HEALTH CARE SERVICES IN 501(C)(4) MCLAREN INTEGRATED HMO GROUP true MCLAREN THUMB REGION 1100 S VAN DYKE ROAD BAD AXE MI 48413 381474929 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true HURON MEMORIAL FOUNDATION 1100 S VAN DYKE ROAD BAD AXE MI 48413 382717147 FOUNDATION MI 501(C)(3) 7 MCLAREN THUMB REGION true MCLAREN INTEGRATED HMO GROUP G-3245 BEECHER ROAD FLINT MI 48532 824449304 HEALTH CARE SERVICES MI 501(C)(4) MCLAREN HEALTH CARE CORPORATION true ST LUKE'S HOSPITAL 5901 MONCLOVA ROAD MAUMEE OH 43537 344428232 HOSPITAL OH 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true LAKE ORION NURSING CENTER CORPORATION 50 NORTH PERRY STREET PONTIAC MI 48342 382895426 NURSING HOME MI 501(C)(3) 10 MCLAREN OAKLAND true MCLAREN HOSPITAL GROUP G-3235 BEECHER ROAD FLINT MI 48532 992212966 MANAGEMENT COMPANY MI 501(C)(3) TYPE II MCLAREN MEDICAL GROUP true MCLAREN COMMUNITY BASED PRIMARY CARE GROUP G-3235 BEECHER ROAD FLINT MI 48532 333765012 MANAGEMENT COMPANY MI 501(C)(3) TYPE II MCLAREN MEDICAL GROUP true MCLAREN - NORTHERN EQUITIES CANCER CENTER PROJECT LLC 39000 COUNTRY CLUB DRIVE FARMINGTON HILLS MI 48331 263112935 RENTAL REAL ESTATE MI NA N/A false true MOUNT CLEMENS REGIONAL HEALTH BUILDING HEALTH PARTNERS 101 W BIG BEAVER RD STE 200 TROY MI 48084 262524717 BUILDING MANAGEMENT MI NA N/A false true CLARKSTON ASC PARTNERS LLC 5701 BOW POINTE DR STE 145 CLARKSTON MI 48346 203360827 SURGERY CENTER MI NA N/A false true CLARKSTON PROPERTY ASSOCIATES 50 NORTH PERRY STREET PONTIAC MI 48342 432006072 REAL ESTATE MI NA C CORPORATION true HEALTH ADVANTAGE INC G3245 BEECHER ROAD FLINT MI 48532 912141720 INSURANCE MI NA C CORPORATION true MCLAREN INSURANCE COMPANY LTD 10 MAIN ST GRAND CAYMAN CJ INSURANCE CJ NA C CORPORATION true MID-MICHIGAN PHYSICIANS PC 2510 KERRY STREET SUITE 200 LANSING MI 48912 383267121 PHYSICIAN PRACTICE MI NA C CORPORATION true MCLAREN PHYSICIAN PARTNERS ONE MCLAREN PARKWAY GRAND BLANC MI 48439 383136458 MANAGED CARE MI NA C CORPORATION true HURON CLINIC CONDOMINIUMS OWNERS 125 N HANSELMAN ST BAD AXE MI 48413 412144341 VARIOUS HEALTHCARE ACTIVITIES MI NA C CORPORATION true false false false false false false false false false true false true false false false false false false false BARBARA ANN KARMANOS CANCER HOSPITAL J 960000 ALLOCATION OF ACTUAL COST BARBARA ANN KARMANOS CANCER HOSPITAL L 17146942 ALLOCATION OF ACTUAL COST