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Nonprofiteer
← BON SECOURS ST FRANCIS HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by BON SECOURS ST FRANCIS HEALTH SYSTEM INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

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.

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,000

  • 4 · Accounts receivable

    beginning of year $987,621

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $144,175

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $482,884 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $4,745,496

  • 15 · Other assets

    beginning of year $1,294,011 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,794,234

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,021,984 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,840,969

Mission and programs · 2023

Mission

THE MISSION IS TO BRING COMPASSION TO HEALTH CARE AND TO BE GOOD HELP TO THOSE IN NEED, ESPECIALLY THOSE WHO ARE POOR AND DYING. AS A SYSTEM OF CAREGIVERS, WE COMMIT OURSELVES TO HELP BRING PEOPLE AND COMMUNITIES TO HEALTH AND WHOLENESS.

Activities or mission (Part I)

PROVIDES SUPPORT SERVICES TO RELATED NOT-FOR-PROFIT ENTITIES WITHIN THE SYSTEM.

  • Bon Secours St. Francis Health System, Inc. provides support services to related not-for-profit entities within the system.

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

Listed in Part VII

  • Henry Gallivan

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3.5 related

  • John Pazdan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3.5 related

  • Matthew Caldwell

    Market President BSSFHS

    Total calculated
    $1,316,181
    From this org
    $0
    From related orgs
    $1,074,551
    Other
    $241,630
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,205 related
    Bonus
    $0 + $179,269 related
    Other
    $0 + $353,077 related
    Deferred
    $0 + $206,531 related
    Nontaxable benefits
    $0 + $35,099 related
    Filer's total
    $0 + $1,316,181 related

  • Brian Yanofchick

    Board Member; Chief Sponsorship Officer

    Total calculated
    $538,075
    From this org
    $0
    From related orgs
    $524,623
    Other
    $13,452
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,002 related
    Bonus
    $0 + $89,249 related
    Other
    $0 + $130,372 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $10,302 related
    Filer's total
    $0 + $538,075 related

  • David A Cannady

    Board Member; Chief Strategy Officer

    Total calculated
    $1,900,605
    From this org
    $0
    From related orgs
    $1,504,245
    Other
    $396,360
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,984 related
    Bonus
    $0 + $241,804 related
    Other
    $0 + $572,457 related
    Deferred
    $0 + $392,401 related
    Nontaxable benefits
    $0 + $3,959 related
    Filer's total
    $0 + $1,900,605 related

  • Doris HALEY

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Frederick GIlmer Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GARY DANIELS Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kenneth Baca

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Lee Palms

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Matthew COOney

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sr Kathryn Clauss

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Tommy Mann Jr MD

    Board Member; General Surgeon

    Total calculated
    $498,329
    From this org
    $0
    From related orgs
    $461,806
    Other
    $36,523
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,662 related
    Bonus
    $0 + $48,801 related
    Other
    $0 + $39,343 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $33,373 related
    Filer's total
    $0 + $498,329 related

  • Wendy WALDEN

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Robert Stiekes

    CFO - BSSFHS

    Total calculated
    $485,790
    From this org
    $0
    From related orgs
    $420,736
    Other
    $65,054
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,734 related
    Bonus
    $0 + $77,285 related
    Other
    $0 + $18,717 related
    Deferred
    $0 + $29,443 related
    Nontaxable benefits
    $0 + $35,611 related
    Filer's total
    $0 + $485,790 related

  • Lisa Landreth

    Former Interim CFO - BSSFHS

    Total calculated
    $206,390
    From this org
    $0
    From related orgs
    $192,082
    Other
    $14,308
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,667 related
    Bonus
    $0 + $23,500 related
    Other
    $0 + $16,915 related
    Deferred
    $0 + $2,470 related
    Nontaxable benefits
    $0 + $11,838 related
    Filer's total
    $0 + $206,390 related

  • Thomas Morris PHD

    Former Board President; BSMH Chief Sponsorship Officer

    Total calculated
    $265,465
    From this org
    $0
    From related orgs
    $257,571
    Other
    $7,894
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $33,156 related
    Bonus
    $0 + $89,415 related
    Other
    $0 + $135,000 related
    Deferred
    $0 + $1,456 related
    Nontaxable benefits
    $0 + $6,438 related
    Filer's total
    $0 + $265,465 related

  • William Kusnierz

    FORMER CFO - BSSFHS

    Total calculated
    $592,788
    From this org
    $0
    From related orgs
    $548,124
    Other
    $44,664
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,672 related
    Bonus
    $0 + $95,437 related
    Other
    $0 + $89,015 related
    Deferred
    $0 + $34,700 related
    Nontaxable benefits
    $0 + $9,964 related
    Filer's total
    $0 + $592,788 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 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
Bon Secours Mercy Health, Inc., 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 Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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. 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: Matthew Caldwell, $94.942; William Kusnierz $30,837; Thomas Morris, PH.D, $36,842; Robert Stiekes, $4,365; David Cannady, $142,786; Brian Yanofchick, $34,000.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health Physicians SERP
The Bon Secours Mercy Health Physician 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: Tommy Mann, Jr, MD, $0.
Schedule J, Part I, Line 4b Terms and conditions of the St. Francis 457F plan
Bon Secours St. Francis Health System, Inc. established the Bon Secours St. Francis Health System Nonqualified Deferred Compensation Plan (the "St. Francis 457F plan") that allows for deposits of employee deferrals and employer contributions and is available only to eligible Bon Secours St. Francis physicians. The St. Francis 457F plan is a non-qualified plan and is subject to a minimum deferred vesting date of at least two years after the first day of the calendar year to which the deferred compensation relates, provided the participant is employed, or upon specified events, such as death or disability. For a participant who separates employment prior to reaching the deferred vesting date, the portion of the account attributable to the deferred vesting date will become vested after the participant satisfies certain conditions during the three year post-employment period. Individuals that received a distribution or participated in the plan include: Tommy Mann, Jr, MD, $0.

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.

  • Upstate Good Help ACO LLC

    Accountable Care Organization · SC · income $0 · assets $0

    Directly controlled by Bon Secours St Francis Health System

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

  • Harbour View MOB 2 LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • Lourdes Ambulatory Surgery Center LLC

    N/A · Surgery Center · KY

    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

  • Mercy Health Rehabilitation Hospital LLC

    N/A · Rehabilitation Services · OH

    Directly controlled by NA

  • Mercy Health Behavioral Hospital LLC

    N/A · Behavioral Health Services · 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 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

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

  • Ironbridge Assisted Living Retirement Community LC

    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

  • HEALTHSPAN INC

    C Corporation · INSURANCE · OH

    Directly controlled by NA

  • HEALTHSPAN SOLUTIONS INC

    C Corporation · CONSULTING · 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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $4,840,969. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403189349300340

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