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Nonprofiteer
← HEALTHSPAN PARTNERS

Form 990 for tax year 2024

Filed by HEALTHSPAN PARTNERS.

Totals

Total revenue
$180,762,988
Total expenses
$205,956,214
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$177,600,929
Investment income
$3,162,059
Other revenue
$0
Total assets, end of year
$2,302,760,329
Total liabilities, end of year
$2,150,592,826
Net assets or fund balances, end of year
$152,167,503
Program services expenses (Part IX)
$198,630,273
Management and general expenses
$7,325,941
Fundraising expenses
$0
Program service expenses (Part III)
$198,630,273

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jennifer O'Brien JD

    Board Vice Chair

    Total calculated
    $85,000
    From this org
    $0
    From related orgs
    $85,000
    Other
    $0
    Hours/week
    3 + 5 related

  • Peter F Maddox

    Board Chair

    Total calculated
    $138,088
    From this org
    $0
    From related orgs
    $138,088
    Other
    $0
    Hours/week
    3 + 12 related

  • Gerard Kells

    Board Member (End 05/24)

    Total calculated
    $75,000
    From this org
    $0
    From related orgs
    $75,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Janet B Reid PhD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Joseph O'Shea

    Board Member

    Total calculated
    $76,137
    From this org
    $0
    From related orgs
    $76,137
    Other
    $0
    Hours/week
    1 + 5 related

  • Katherine A Arbuckle CPA

    Board Member

    Total calculated
    $70,000
    From this org
    $0
    From related orgs
    $70,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Katherine W Vestal PhD

    Board Member

    Total calculated
    $70,000
    From this org
    $0
    From related orgs
    $70,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Raja Rajamannar

    Board Member

    Total calculated
    $63,517
    From this org
    $0
    From related orgs
    $63,517
    Other
    $0
    Hours/week
    1 + 5 related

  • Christine E Morris

    Board Assistant Secretary

    Total calculated
    $155,706
    From this org
    $0
    From related orgs
    $129,451
    Other
    $26,255
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $102,631 related
    Bonus
    $0
    Other
    $0 + $26,820 related
    Deferred
    $0 + $4,166 related
    Nontaxable benefits
    $0 + $22,089 related
    Filer's total
    $0 + $155,706 related

  • CHRISTINE O'NEILL

    BOARD SECRETARY

    Total calculated
    $241,764
    From this org
    $0
    From related orgs
    $224,420
    Other
    $17,344
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,129 related
    Bonus
    $0 + $28,868 related
    Other
    $0 + $24,423 related
    Deferred
    $0 + $6,042 related
    Nontaxable benefits
    $0 + $11,302 related
    Filer's total
    $0 + $241,764 related

  • DEBORAH BLOOMFIELD PhD CPA

    CFO, Board Treasurer (End 07/24)

    Total calculated
    $3,157,645
    From this org
    $0
    From related orgs
    $2,563,971
    Other
    $593,674
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,014,145 related
    Bonus
    $0 + $483,250 related
    Other
    $0 + $1,066,576 related
    Deferred
    $0 + $564,266 related
    Nontaxable benefits
    $0 + $29,408 related
    Filer's total
    $0 + $3,157,645 related

  • TRAVIS CRUM

    CFO, Board Treasurer (Beg 07/24)

    Total calculated
    $1,621,878
    From this org
    $0
    From related orgs
    $1,439,506
    Other
    $182,372
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,126 related
    Bonus
    $0 + $155,504 related
    Other
    $0 + $780,876 related
    Deferred
    $0 + $146,256 related
    Nontaxable benefits
    $0 + $36,116 related
    Filer's total
    $0 + $1,621,878 related

  • Wael Haidar MD

    President & CEO, HealthSpan Partners

    Total calculated
    $2,539,165
    From this org
    $0
    From related orgs
    $1,988,113
    Other
    $551,052
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $840,737 related
    Bonus
    $0 + $414,229 related
    Other
    $0 + $733,147 related
    Deferred
    $0 + $529,255 related
    Nontaxable benefits
    $0 + $21,797 related
    Filer's total
    $0 + $2,539,165 related

  • Erin Hurlburt

    Chief Medical Officer Population Health

    Total calculated
    $734,958
    From this org
    $668,641
    From related orgs
    $0
    Other
    $66,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $434,578
    Bonus
    $145,084
    Other
    $88,979
    Deferred
    $42,561
    Nontaxable benefits
    $23,756
    Filer's total
    $734,958

  • JEAN HAYNES

    Chief Population Health Officer

    Total calculated
    $974,495
    From this org
    $935,422
    From related orgs
    $0
    Other
    $39,073
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $509,004
    Bonus
    $210,545
    Other
    $215,873
    Deferred
    $8,400
    Nontaxable benefits
    $30,673
    Filer's total
    $974,495

  • REBECCA HOLLAND

    VP and AGC

    Total calculated
    $535,043
    From this org
    $0
    From related orgs
    $499,942
    Other
    $35,101
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,823 related
    Bonus
    $0 + $89,679 related
    Other
    $0 + $130,440 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $26,701 related
    Filer's total
    $0 + $535,043 related

  • AKIL MCCLAY

    VP Operations, Population Health

    Total calculated
    $283,341
    From this org
    $272,505
    From related orgs
    $0
    Other
    $10,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,204
    Bonus
    $82,801
    Other
    $20,500
    Deferred
    $0
    Nontaxable benefits
    $10,836
    Filer's total
    $283,341

  • Bernadette Parker

    Clinical Dir Population Health

    Total calculated
    $365,223
    From this org
    $339,190
    From related orgs
    $0
    Other
    $26,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,773
    Bonus
    $23,039
    Other
    $25,378
    Deferred
    $8,345
    Nontaxable benefits
    $17,688
    Filer's total
    $365,223

  • Christopher Hebert

    Medical Director, Clinical Effectiveness

    Total calculated
    $367,779
    From this org
    $358,937
    From related orgs
    $0
    Other
    $8,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,127
    Bonus
    $51,564
    Other
    $40,246
    Deferred
    $8,400
    Nontaxable benefits
    $442
    Filer's total
    $367,779

  • Kelli Chovanec

    VP Care Coordination Clinical Services

    Total calculated
    $344,485
    From this org
    $289,681
    From related orgs
    $0
    Other
    $54,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,421
    Bonus
    $62,000
    Other
    $9,260
    Deferred
    $23,045
    Nontaxable benefits
    $31,759
    Filer's total
    $344,485

  • MICHAEL KIRITSY

    Medical Director, Network Clinical Performance

    Total calculated
    $292,178
    From this org
    $282,508
    From related orgs
    $0
    Other
    $9,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,268
    Bonus
    $18,690
    Other
    $18,550
    Deferred
    $7,173
    Nontaxable benefits
    $2,497
    Filer's total
    $292,178

  • BRIAN SMITH

    Former President and CEO, Healthspan Partners

    Total calculated
    $635,001
    From this org
    $0
    From related orgs
    $672,008
    Other
    -$37,007
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $672,008 related
    Deferred
    $0 + -$56,675 related
    Nontaxable benefits
    $0 + $19,668 related
    Filer's total
    $0 + $635,001 related

  • Laishy Williams-Carlson

    Former CIO - BSMH, HSP & RSFH

    Total calculated
    $979,657
    From this org
    $0
    From related orgs
    $954,092
    Other
    $25,565
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $556,987 related
    Bonus
    $0 + $174,115 related
    Other
    $0 + $222,990 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,565 related
    Filer's total
    $0 + $979,657 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 · Tax indemnification and gross-up payments
  • 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A tax indemnification benefit to cover the income tax incurred on employee recognition awards was paid to two highest compensated employee and one key employee. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The compensation of Wael Haidar, President and CEO, is determined by a related tax-exempt Section 501(c)(3) organization. The determination of their compensation includes a review and approval by independent persons, comparability data, and contemporaneous substantiation of the decision.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Brian Smith, $672,000.
Schedule J, Part I, Line 4b Terms and Conditions of the HealthSpan System SERP
The HealthSpan System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Rebecca Holland $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation IN SCHEDULE J, COLUMN (B)(III) for listed individuals due to SERP participation in the reporting year were as follows: Rebecca Holland, $94,612; Laishy Williams-Carlson, $0; Wael Haidar, MD, $185,122; Deborah Bloomfield, $215,968; Travis Crum, $46,685; Kelli Chovanec, $0; Jean Haynes, $57,893; Erin Hurlburt, $39,277; Akil McClay, $1,631.
Schedule J, Part I, Line 4b Terms and conditions of the Roper St. Francis Healthcare 457(f) Plan
The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). INDIVIDUAL THAT PARTICIPATED OR RECEIVED A DISTRIBUTION INCLUDE: Laishy Williams-Carlson, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Cincinnati Market SERP
The Cincinnati Market SERP is a deferred compensation plan which provides employment continuation incentives to all executive council members. The plan is no longer accepting new participants and the cessation of contributions has occurred. Participants must complete a two tiered vesting provision. Participants must be vested under the base qualified plan and must count 24 months after termination during which they do not compete with Mercy Health Cincinnati LLC. Amounts includable as taxable compensation for listed individuals due to executive benefit plan participation in the reporting year were as follows: Deborah Bloomfield, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
The organization provides annual incentive compensation for listed individuals. The organization's Board of Trustees establishes objective thresholds for quality, community benefit, and financial performance which must be achieved for incentives to be awarded. The Board also establishes threshold, target and maximum levels for incentive awards. Within these established parameters, the Board determines the CEO's incentive award and incentive awards for other listed individuals are determined by the listed individual's supervisor and disclosed to the Board. The Board may authorize modified incentive awards when appropriate in its judgment.
Schedule J, Part II, Column (C) REPORTING NEGATIVE DEFERRED COMPENSATION
ANNUAL ACTUARIALLY-DETERMINED CONTRIBUTIONS TO DEFINED BENEFIT PLANS, WHICH ARE BASED ON PRIOR PLAN CONTRIBUTIONS, CHANGES IN INTEREST RATES, THE PRESENT VALUE OF ACCRUED BENEFITS, AND OTHER DATA AND ASSUMPTIONS ABOUT THE FUTURE, MAY, FOR SOME PLAN PARTICIPANTS AND FOR SOME PLAN YEARS, RESULT IN NEGATIVE CONTRIBUTION AMOUNTS.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
2024
Filed
24 October 2025
IRS schema version
2024v5.1
Source object
202522979349301547

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