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Nonprofiteer
← ROPER ST FRANCIS MOUNT PLEASANT HOSPITAL

Form 990 for tax year 2024

Filed by ROPER ST FRANCIS MOUNT PLEASANT HOSPITAL.

Totals

Total revenue
$139,653,117
Total expenses
$104,198,477
Contributions and grants received
$5,744,963
Grants paid
$4,375
Program service revenue
$133,724,317
Investment income
$78
Other revenue
$183,759
Total assets, end of year
$86,637,425
Total liabilities, end of year
$2,735,479
Net assets or fund balances, end of year
$83,901,946
Program services expenses (Part IX)
$90,407,864
Management and general expenses
$13,790,613
Fundraising expenses
$0
Program service expenses (Part III)
$90,407,864

Program services were 86.8% 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.

  • 1d · Related organizations

    $62,323

  • 1e · Government grants (contributions)

    $5,682,640

  • 1g · Noncash contributions included above

    $41,420

  • 2a · Program service revenue: Net Patient Service

    total $133,664,819 · related or exempt $133,010,107 · unrelated business $654,712

  • 2b · Program service revenue: Payor Incentives

    total $59,498 · related or exempt $59,498

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $78 · excluded $78

  • 6a · Gross rents

    real property $93,042

  • 6c · Rental income or loss

    real property $93,042 · personal property $0

  • 6d · Net rental income or loss

    total $93,042 · excluded $93,042

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Cafeteria Revenue

    total $90,457 · excluded $90,457

  • 11b · Other revenue: Medical Records

    total $260 · excluded $260

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $90,717

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $4,375 · program services $4,375

  • 5 · Compensation of officers, directors and key employees

    total $561,664 · program services $477,967 · management and general $83,697

  • 7 · Other salaries and wages

    total $26,545,971 · program services $21,236,777 · management and general $5,309,194

  • 8 · Pension plan contributions

    total $1,035,762 · program services $828,610 · management and general $207,152

  • 9 · Other employee benefits

    total $4,000,604 · program services $3,200,483 · management and general $800,121

  • 10 · Payroll taxes

    total $1,978,629 · program services $1,582,903 · management and general $395,726

  • 11c · Fees: accounting

    total $273 · management and general $273

  • 11g · Fees: other

    total $33,141,293 · program services $28,625,411 · management and general $4,515,882 · fundraising $0

  • 12 · Advertising and promotion

    total $462 · program services $370 · management and general $92

  • 13 · Office expenses

    total $5,348,626 · program services $4,278,901 · management and general $1,069,725

  • 14 · Information technology

    total $18,985 · program services $15,188 · management and general $3,797

  • 16 · Occupancy

    total $2,142,852 · program services $1,714,282 · management and general $428,570

  • 17 · Travel

    total $46,652 · program services $37,322 · management and general $9,330

  • 19 · Conferences, conventions and meetings

    total $2,261 · program services $1,809 · management and general $452

  • 20 · Interest

    total $77 · program services $77

  • 22 · Depreciation, depletion and amortization

    total $3,106,379 · program services $2,485,103 · management and general $621,276

  • 24a · Other expenses: Medical Supplies

    total $18,610,112 · program services $18,610,112

  • 24b · Other expenses: Medicaid DSH Tax

    total $5,928,668 · program services $5,928,668

  • 24c · Other expenses: Taxes - Other

    total $1,634,250 · program services $1,307,400 · management and general $326,850

  • 24d · Other expenses: Federal and state income tax

    total -$1,799 · program services -$1,799

  • 24e · All other expenses

    total $92,381 · program services $73,905 · management and general $18,476 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $188 · end of year $188

  • 4 · Accounts receivable

    beginning of year $8,611,571 · end of year $12,269,854

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $49,286 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $2,127,083 · end of year $2,025,721

  • 9 · Prepaid expenses and deferred charges

    beginning of year $197,410 · end of year $216,562

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

    $86,492,418

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

    $18,577,701

  • 10c · Land, buildings and equipment, net

    beginning of year $70,667,504 · end of year $67,914,717

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $3,137,568 · end of year $4,210,383

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,080,619 · end of year $2,106,867

  • 19 · Deferred revenue

    beginning of year $369,719 · end of year $536,621

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $295,174 · end of year $91,991

  • 27 · Net assets without donor restrictions

    beginning of year $81,045,098 · end of year $83,901,946

Mission and programs · 2024

Mission

Healing all people with compassion, faith, and excellence.

Activities or mission (Part I)

Operation of nonprofit hospital facility in Mt. Pleasant, SC.

  • Roper St. Francis Mount Pleasant Hospital is a true community hospital with 85 beds. Services offered include a 24-hour full-service emergency department and helipad, full service imaging lab and intensive care unit, outpatient and inpatient physical therapy and rehabilitation, outpatient cardiac rehab, outpatient wound care, surgical services, including robotics and a women's breast care center. The hospital places an emphasis on comfort, communication, and care with a personal touch. In 2024, Roper St. Francis Mount Pleasant Hospital contributed $1,970,367 in community benefit.

    Expenses $90,407,864 · Grants $4,375 · Revenue $133,069,605

As filed on the 2024 return.

Listed in Part VII

  • Edward McKelvey

    Board Chair

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Scott Woodfield MD

    Board Vice Chair, RSFPP Physician

    Total calculated
    $1,223,580
    From this org
    $0
    From related orgs
    $1,167,520
    Other
    $56,060
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $881,358 related
    Bonus
    $0 + $218,131 related
    Other
    $0 + $68,031 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $37,889 related
    Filer's total
    $0 + $1,223,580 related

  • Brian Yanofchick

    Board Member, Chief Sponsorship Officer-BSMH

    Total calculated
    $739,855
    From this org
    $0
    From related orgs
    $716,610
    Other
    $23,245
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,600 related
    Bonus
    $0 + $118,999 related
    Other
    $0 + $188,011 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $14,845 related
    Filer's total
    $0 + $739,855 related

  • Charles Ford Rivers III

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Cheryl Dalton-Norman

    Board Member (Beg 05/2024), President - Conduit Health Partners

    Total calculated
    $620,247
    From this org
    $0
    From related orgs
    $580,510
    Other
    $39,737
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,831 related
    Bonus
    $0 + $149,219 related
    Other
    $0 + $34,460 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $31,337 related
    Filer's total
    $0 + $620,247 related

  • Eric Smith

    Board Member (Beg 05/2024), CFO Ambulatory Finance - BSMH

    Total calculated
    $1,011,638
    From this org
    $0
    From related orgs
    $854,751
    Other
    $156,887
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,818 related
    Bonus
    $0 + $194,459 related
    Other
    $0 + $180,474 related
    Deferred
    $0 + $117,398 related
    Nontaxable benefits
    $0 + $39,489 related
    Filer's total
    $0 + $1,011,638 related

  • Henry West MD

    Board Member (Beg 01/24), Surgeon - RSFPP

    Total calculated
    $590,653
    From this org
    $0
    From related orgs
    $548,163
    Other
    $42,490
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,348 related
    Bonus
    $0 + $38,327 related
    Other
    $0 + $53,488 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $24,319 related
    Filer's total
    $0 + $590,653 related

  • John Spratt MD

    Board Member, Physician

    Total calculated
    $950,812
    From this org
    $0
    From related orgs
    $891,404
    Other
    $59,408
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $756,430 related
    Bonus
    $0 + $62,181 related
    Other
    $0 + $72,793 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $41,237 related
    Filer's total
    $0 + $950,812 related

  • Joseph Gage Jr JD

    Board Member, BSMH Chief HR Officer

    Total calculated
    $1,778,346
    From this org
    $0
    From related orgs
    $1,480,052
    Other
    $298,294
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $662,273 related
    Bonus
    $0 + $303,480 related
    Other
    $0 + $514,299 related
    Deferred
    $0 + $257,687 related
    Nontaxable benefits
    $0 + $40,607 related
    Filer's total
    $0 + $1,778,346 related

  • Karen Wrighten

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Kay W Phillips PhD

    Board Member (End 05/24)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Michael Lutes

    Board Member (Beg 05/2024), Richmond Market President - BSMH

    Total calculated
    $1,433,183
    From this org
    $0
    From related orgs
    $1,113,136
    Other
    $320,047
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $679,087 related
    Bonus
    $0 + $275,500 related
    Other
    $0 + $158,549 related
    Deferred
    $0 + $275,708 related
    Nontaxable benefits
    $0 + $44,339 related
    Filer's total
    $0 + $1,433,183 related

  • Roberta Pinckney

    Board Member (End 05/24)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Susan Datta MD

    Board Member (End 12/24), Internist - RSFPP

    Total calculated
    $432,813
    From this org
    $0
    From related orgs
    $415,338
    Other
    $17,475
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,723 related
    Bonus
    $0 + $98,344 related
    Other
    $0 + $56,271 related
    Deferred
    $0 + $16,952 related
    Nontaxable benefits
    $0 + $523 related
    Filer's total
    $0 + $432,813 related

  • Wael Haidar MD

    Board Member, BSMH CHIEF CLINICAL OFFICER

    Total calculated
    $2,539,165
    From this org
    $0
    From related orgs
    $1,988,113
    Other
    $551,052
    Hours/week
    0.5 + 54.5 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

  • Brad Grosteffon

    Interim CFO/Treasurer (End 08/24)

    Total calculated
    $584,779
    From this org
    $0
    From related orgs
    $519,231
    Other
    $65,548
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,985 related
    Bonus
    $0 + $156,010 related
    Other
    $0 + $50,236 related
    Deferred
    $0 + $32,985 related
    Nontaxable benefits
    $0 + $32,563 related
    Filer's total
    $0 + $584,779 related

  • Joseph DeLeon

    President/CEO RSFH (Beg 08/24)

    Total calculated
    $602,447
    From this org
    $0
    From related orgs
    $532,392
    Other
    $70,055
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,831 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $60,561 related
    Deferred
    $0 + $58,129 related
    Nontaxable benefits
    $0 + $11,926 related
    Filer's total
    $0 + $602,447 related

  • Kevin Hoak

    SVP AND COO (End 04/24)

    Total calculated
    $992,204
    From this org
    $0
    From related orgs
    $964,758
    Other
    $27,446
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $101,817 related
    Bonus
    $0 + $218,386 related
    Other
    $0 + $644,555 related
    Deferred
    $0 + $10,704 related
    Nontaxable benefits
    $0 + $16,742 related
    Filer's total
    $0 + $992,204 related

  • Matthew Desmond

    VP Chief Transformation Officer, Regional President - BSSF/MPH

    Total calculated
    $642,764
    From this org
    $0
    From related orgs
    $552,522
    Other
    $90,242
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,299 related
    Bonus
    $0 + $146,415 related
    Other
    $0 + $38,808 related
    Deferred
    $0 + $51,815 related
    Nontaxable benefits
    $0 + $38,427 related
    Filer's total
    $0 + $642,764 related

  • Megan Baker MD

    Interim President/CEO (End 08/24); SVP & COO (Beg 08/24)

    Total calculated
    $980,327
    From this org
    $0
    From related orgs
    $901,811
    Other
    $78,516
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,103 related
    Bonus
    $0 + $372,272 related
    Other
    $0 + $34,436 related
    Deferred
    $0 + $39,181 related
    Nontaxable benefits
    $0 + $39,335 related
    Filer's total
    $0 + $980,327 related

  • Rebecca Tucker

    CFO/Treasurer (Beg 08/24)

    Total calculated
    $262,074
    From this org
    $0
    From related orgs
    $234,228
    Other
    $27,846
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,431 related
    Bonus
    $0 + $65,000 related
    Other
    $0 + $28,797 related
    Deferred
    $0 + $27,476 related
    Nontaxable benefits
    $0 + $370 related
    Filer's total
    $0 + $262,074 related

  • Ashleigh Wiedemann

    CAO - MPH

    Total calculated
    $286,361
    From this org
    $247,482
    From related orgs
    $0
    Other
    $38,879
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,678
    Bonus
    $53,967
    Other
    $40,837
    Deferred
    $11,416
    Nontaxable benefits
    $27,463
    Filer's total
    $286,361

  • Happy Everett

    CNO - MPH

    Total calculated
    $275,302
    From this org
    $225,429
    From related orgs
    $0
    Other
    $49,873
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,223
    Bonus
    $29,549
    Other
    $31,657
    Deferred
    $9,806
    Nontaxable benefits
    $40,067
    Filer's total
    $275,302

  • Mitchell Siegan MD

    VP CMO - Acute Care

    Total calculated
    $822,599
    From this org
    $0
    From related orgs
    $710,621
    Other
    $111,978
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,207 related
    Bonus
    $0 + $171,073 related
    Other
    $0 + $60,341 related
    Deferred
    $0 + $66,350 related
    Nontaxable benefits
    $0 + $45,628 related
    Filer's total
    $0 + $822,599 related

  • Cathleen Brannigan

    Clinical Manager

    Total calculated
    $180,447
    From this org
    $157,832
    From related orgs
    $0
    Other
    $22,615
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $120,043
    Bonus
    $16,926
    Other
    $20,863
    Deferred
    $9,108
    Nontaxable benefits
    $13,507
    Filer's total
    $180,447

  • John Prentice

    Pharmacist

    Total calculated
    $210,097
    From this org
    $175,430
    From related orgs
    $0
    Other
    $34,667
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,719
    Bonus
    $0
    Other
    $43,711
    Deferred
    $7,662
    Nontaxable benefits
    $27,005
    Filer's total
    $210,097

  • Kim Gaillard

    Manager Pharmacy

    Total calculated
    $228,966
    From this org
    $212,941
    From related orgs
    $0
    Other
    $16,025
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $161,733
    Bonus
    $16,247
    Other
    $34,961
    Deferred
    $10,332
    Nontaxable benefits
    $5,693
    Filer's total
    $228,966

  • Melody Branham

    Pharmacist

    Total calculated
    $177,998
    From this org
    $156,914
    From related orgs
    $0
    Other
    $21,084
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,304
    Bonus
    $0
    Other
    $19,610
    Deferred
    $7,203
    Nontaxable benefits
    $13,881
    Filer's total
    $177,998

  • Tracy Bishop

    Clinical Pharmacist

    Total calculated
    $233,910
    From this org
    $182,039
    From related orgs
    $0
    Other
    $51,871
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $153,023
    Bonus
    $0
    Other
    $29,016
    Deferred
    $8,655
    Nontaxable benefits
    $43,216
    Filer's total
    $233,910

  • Brian Cuddy MD

    Former Chairperson, Neurosurgeon - RSFPP

    Total calculated
    $1,185,598
    From this org
    $0
    From related orgs
    $1,129,716
    Other
    $55,882
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,051,392 related
    Bonus
    $0
    Other
    $0 + $78,324 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $37,711 related
    Filer's total
    $0 + $1,185,598 related

  • Jeffrey DiLisi

    Former President/CEO RSFH

    Total calculated
    $2,068,411
    From this org
    $0
    From related orgs
    $2,056,692
    Other
    $11,719
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $425,984 related
    Other
    $0 + $1,630,708 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $1,369 related
    Filer's total
    $0 + $2,068,411 related

  • Tavia Buck

    Former Chief Adminstrative Officer & CNO

    Total calculated
    $300,253
    From this org
    $0
    From related orgs
    $286,131
    Other
    $14,122
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,599 related
    Bonus
    $0 + $36,104 related
    Other
    $0 + $83,428 related
    Deferred
    $0 + $13,796 related
    Nontaxable benefits
    $0 + $326 related
    Filer's total
    $0 + $300,253 related

  • Troy Powell

    Former Key, VP Post Acute Care Services

    Total calculated
    $609,237
    From this org
    $0
    From related orgs
    $518,180
    Other
    $91,057
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,833 related
    Bonus
    $0 + $138,150 related
    Other
    $0 + $34,197 related
    Deferred
    $0 + $49,099 related
    Nontaxable benefits
    $0 + $41,958 related
    Filer's total
    $0 + $609,237 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
  • 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 3 Arrangement used to establish the top management official's compensation
Roper St. Francis Healthcare, a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Compensation Survey or Study Approval by the Board or Compensation Committee
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 the listed individual for specified periods. The listed individual executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to the listed individuals are as follows: Jeffrey Dilisi, $800,000; Kevin Hoak, $349,286.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement 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). 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. 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: Troy Powell, $0; Mitchell Siegan, MD, $0; Matthew Desmond, $0; Kevin Hoak, $96,197; Jeffrey Dilisi, MD, $357,728; Rebecca Tucker, $0; Joseph DeLeon, $0; Megan Baker, MD, $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: Brian Yanofchick, $89,154; Joseph Gage, Jr., JD, $138,734; Wael Haidar, MD, $185,122; Brad Grosteffon, $26,158; Eric Smith, $53,328; Michael Lutes, $0; Cheryl Dalton-Norman, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health SERP
The Mercy Health SERP plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan is no longer accepting new participants and cessation of contributions has occurred. It provides annual credits of a specified percentage of compensation and annual interest credits. Participants vest 50%, 75%, and 100% in their accounts after 5, 6, and 7 years of service, respectively. Vesting occurs earlier for death or total disability or reaching age 60 while employed, or involuntary termination of employment within 24 months after a change in control of the organization or due to position elimination. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. Amounts includable as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Joseph Gage, Jr., JD, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard.

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.

  • Broad64 Imaging LLC

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Memorial Ambulatory Surgery Center LLC

    N/A · Ambulatory Surgery Center · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center I LLC

    N/A · Radiation Oncology Services · VA

    Directly controlled by NA

  • RI LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare MOB I LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • St Mary's MRI Center LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Mary Immaculate Ambulatory Surgery Center LLC

    N/A · Ambulatory Surgery Center · VA

    Directly controlled by NA

  • Harbour View MOB 2 LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • Community Mercy Home Care Services of Springfield LLC

    N/A · Home Care · OH

    Directly controlled by NA

  • Urologic Oncology of Mahoning Valley LLC

    N/A · Radiation Therapy · OH

    Directly controlled by NA

  • Waterville Medical Center LLC

    N/A · Real Estate · OH

    Directly controlled by NA

  • Vascular Institute of Northwest Ohio LLC

    N/A · Surgery Center · OH

    Directly controlled by NA

  • West Central Ohio Group Ltd

    N/A · Orthopedic Hospital · OH

    Directly controlled by NA

  • Bon Secours Place at St Petersburg LLP

    N/A · Assisted Living/Senior Care · FL

    Directly controlled by NA

  • Bon Secours Apartments Consolidated GP LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments Consolidated LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments II LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments III LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Chesapeake Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Gibbons Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II Limited Partnership

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh III Limited Partnership

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Shiloh LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Smallwood Summit LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Liberty Senior Housing LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Lowcountry Surgery Center LLC dba Roper St Francis Eye Center

    N/A · Ambulatory Surgery Center · SC

    Directly controlled by NA

  • BON SECOURS MERCY HEALTH INNOVATIONS LLC

    N/A · BUSINESS DEVELOPMENT · OH

    Directly controlled by NA

  • Nordic Holdings LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Catherine JV LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • BSMH-CSP Surgical Ventures LLC

    N/A · Holding company · SC

    Directly controlled by NA

  • BSMH-CSP SV DE LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Strive BSMH LLC

    N/A · Holding company · SC

    Directly controlled by NA

  • RSFH - ATI Physician Therapy

    N/A · Physical Therapy · SC

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BON SECOURS MERCY HEALTH INSURANCE COMPANY (SPC) LTD

    C Corporation · SELF-INSURANCE · CJ

    Directly controlled by NA

  • Bon Secours - Venice Healthcare Corporation

    C Corporation · Inactive · FL

    Directly controlled by NA

  • MERCY HEALTH VENTURES INC

    C Corporation · DIVERSIFIED ACTIVITIES · OH

    Directly controlled by NA

  • Bon Secours-Virginia Healthsource Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond MRI Inc

    C Corporation · Medical Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • RHS Management Corp

    C Corporation · Independent Living Facility · VA

    Directly controlled by NA

  • Professional Health Care Management Services Inc

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Maryview Building Corporation

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Bon Secours - Tidewater Diversified Inc

    C Corporation · Pharmacy · VA

    Directly controlled by NA

  • OSF Inc

    C Corporation · Rental · VA

    Directly controlled by NA

  • Harbour View Station West Mixed-Use Property Owners Association Inc

    C Corporation · REAL PROPERTY MGMNT · VA

    Directly controlled by NA

  • NORTHPARKE MEDICAL COMMONS CONDO ASSN

    C Corporation · REAL PROPERTY MGMNT · OH

    Directly controlled by NA

  • RALPH EWE TRUST

    Trust · BENEFICIAL TRUST · NY

    Directly controlled by NA

  • ELIZABETH HINES CATES TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • WILLIS PARK TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • ERMA GIBSON BALDWIN TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • MCAULEY MANAGEMENT SERVICES INC

    C Corporation · PROPERTY RENTAL · OH

    Directly controlled by NA

  • LIMA MEDICAL SUPPLIES INC

    C Corporation · MEDICAL EQUIPMENT · OH

    Directly controlled by NA

  • COMMUNITY HEALTH PARTNERS ENTERPRISES INC

    C Corporation · HOLDING COMPANY · OH

    Directly controlled by NA

  • Optimum Health Network Inc

    C Corporation · Healthcare Services · SC

    Directly controlled by NA

  • Bon Secours-Florida Integrated Services Inc

    C Corporation · Holding Company/Assisted Living · FL

    Directly controlled by NA

  • Unity Housing Inc

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh III LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • HEALTHSPAN INC

    C Corporation · INSURANCE · OH

    Directly controlled by NA

  • HEALTHCARE SERVICES AND SUPPORT

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • HealthSpan Partners Innovations Inc

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • Barringtons Hospital Limited

    C Corporation · Hospital · EI

    Directly controlled by NA

  • Bon Secours Hospital Limerick Dev Co Limited

    C Corporation · REAL PROPERTY MGMNT · EI

    Directly controlled by NA

  • Bon Secours New York Housing Development Fund Corporation

    C Corporation · Low Income Housing · NY

    Directly controlled by NA

  • CareAlliance Medical Services Corporation

    C Corporation · Inactive · SC

    Directly controlled by NA

  • Bon Secours Mercy Health Innovations Inc

    C Corporation · Holding Company · OH

    Directly controlled by NA

  • Nordic Consulting Group Incorporated

    C Corporation · Holding Company · DE

    Directly controlled by NA

  • Nordic Consulting Partners Inc

    C Corporation · Healthcare Consulting · WI

    Directly controlled by NA

  • S & P Consultants Inc

    C Corporation · Healthcare Consulting · MA

    Directly controlled by NA

  • Healthtech Inc

    C Corporation · Healthcare Consulting · CA

    Directly controlled by NA

  • Tasman Global Holdings BV

    C Corporation · Healthcare Consulting · NL

    Directly controlled by NA

  • Tasman Global Healthcare Ireland Limited

    C Corporation · Healthcare Consulting · EI

    Directly controlled by NA

  • Tasman Global Singapore Pte Ltd

    C Corporation · Healthcare Consulting · SN

    Directly controlled by NA

  • Tasman Group LLC

    C Corporation · Healthcare Consulting · VA

    Directly controlled by NA

  • Tasman Group Limited

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Hygeian Consulting Ltd

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Tasman Global Switzerland GmbH

    C Corporation · Healthcare Consulting · SZ

    Directly controlled by NA

  • Tasman Global Norway AS

    C Corporation · Healthcare Consulting · NO

    Directly controlled by NA

  • Nordic Philippines Technology Solutions Inc

    C Corporation · Healthcare Consulting · RP

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202533189349303668

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