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← BON SECOURS MERCY HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by BON SECOURS MERCY HEALTH FOUNDATION.

Totals

Total revenue
$49,912,263
Total expenses
$54,079,999
Contributions and grants received
$40,530,379
Grants paid
$38,141,690
Program services expenses (Part IX)
$38,141,690
Management and general expenses
$7,977,972
Fundraising expenses
$7,960,337
Program service expenses (Part III)
$38,141,690

Program services were 70.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Floyd Trouten

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • GERMAINE BENNETT

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOHN H HARRIS III

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • SR MILDRED ELY HM

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Timothy Koder

    Board Member, Foundation President

    Total calculated
    $538,068
    From this org
    $508,322
    From related orgs
    $0
    Other
    $29,746
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,407
    Bonus
    $110,334
    Other
    $102,581
    Deferred
    $8,909
    Nontaxable benefits
    $20,837
    Filer's total
    $538,068

  • Betsy Lambert

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dexter Shurney

    Board Member (End 11/23)

    Total calculated
    $0
    Hours/week
    1

  • Jeannine Stephenson Buffong

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Yeagley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • JOHN Burns

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karen M Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Linda Rigsby ESQ

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Lynn Hammerstorm

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BEZNEY JD

    Board Member, Chief Legal Officer & General Counsel

    Total calculated
    $2,139,384
    From this org
    $0
    From related orgs
    $1,802,346
    Other
    $337,038
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,932 related
    Bonus
    $0 + $279,006 related
    Other
    $0 + $736,408 related
    Deferred
    $0 + $312,846 related
    Nontaxable benefits
    $0 + $24,192 related
    Filer's total
    $0 + $2,139,384 related

  • MICHAEL BICE

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Matthews

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Sr Fran Repka

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • SR PATRICIA A ECK CBS

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Steven S Savage

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • ANN CARPIN

    Richmond Foundation President

    Total calculated
    $313,250
    From this org
    $255,656
    From related orgs
    $0
    Other
    $57,594
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $167,651
    Bonus
    $39,346
    Other
    $48,659
    Deferred
    $36,482
    Nontaxable benefits
    $21,112
    Filer's total
    $313,250

  • BRADLEY BLANDIN

    VP, Charitable Estate & Gift Planning

    Total calculated
    $293,342
    From this org
    $241,812
    From related orgs
    $0
    Other
    $51,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,263
    Bonus
    $39,285
    Other
    $35,264
    Deferred
    $18,688
    Nontaxable benefits
    $32,842
    Filer's total
    $293,342

  • Eric Lemen

    VP, Foundation Solutions

    Total calculated
    $312,017
    From this org
    $276,733
    From related orgs
    $0
    Other
    $35,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,867
    Bonus
    $39,700
    Other
    $48,166
    Deferred
    $25,898
    Nontaxable benefits
    $9,386
    Filer's total
    $312,017

  • Erik Whaley

    VP, BSSFHS Foundation

    Total calculated
    $310,618
    From this org
    $256,433
    From related orgs
    $0
    Other
    $54,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,555
    Bonus
    $30,886
    Other
    $50,992
    Deferred
    $19,030
    Nontaxable benefits
    $35,155
    Filer's total
    $310,618

  • PAUL HOMICK

    Youngstown Foundation President

    Total calculated
    $319,121
    From this org
    $289,115
    From related orgs
    $0
    Other
    $30,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,576
    Bonus
    $42,232
    Other
    $45,307
    Deferred
    $20,029
    Nontaxable benefits
    $9,977
    Filer's total
    $319,121

  • Becky Sittason

    Former Secretary, System Director Donor Engagement

    Total calculated
    $226,504
    From this org
    $212,288
    From related orgs
    $0
    Other
    $14,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,923
    Bonus
    $21,294
    Other
    $55,071
    Deferred
    $2,572
    Nontaxable benefits
    $11,644
    Filer's total
    $226,504

  • JONATHAN LABBE

    Former Board President, Cincinnati Foundation President

    Total calculated
    $235,272
    From this org
    $221,737
    From related orgs
    $0
    Other
    $13,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,805
    Bonus
    $19,047
    Other
    $37,885
    Deferred
    $2,548
    Nontaxable benefits
    $10,987
    Filer's total
    $235,272

  • Michael McQueary

    Former Secretary, Asst General Counsel

    Total calculated
    $181,853
    From this org
    $0
    From related orgs
    $158,763
    Other
    $23,090
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,185 related
    Bonus
    $0 + $9,574 related
    Other
    $0 + $23,004 related
    Deferred
    $0 + $2,318 related
    Nontaxable benefits
    $0 + $20,772 related
    Filer's total
    $0 + $181,853 related

  • TRAVIS CRUM

    Former Treasurer, SVP Finance - BSMH

    Total calculated
    $798,253
    From this org
    $0
    From related orgs
    $671,623
    Other
    $126,630
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,824 related
    Bonus
    $0 + $113,341 related
    Other
    $0 + $150,458 related
    Deferred
    $0 + $96,155 related
    Nontaxable benefits
    $0 + $30,475 related
    Filer's total
    $0 + $798,253 related

  • JACQUELINE DALEY-PERRIN

    LIMA REGION FOUNDATION PESIDENT

    Total calculated
    $0
    Hours/week
    40

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 — 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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 one former officer and one highest compensation 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
Bon Secours Mercy Health Foundation relies upon Bon Secours Mercy Health to establish compensation of the organization's President. Bon Secours Mercy Health utilized a compensation committee, an independent compensation consultant, a compensation survey or study, and approval by board or compensation committee to establish the top management official's compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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 DELEGATES. IT PROVIDES ANNUAL CREDITS OF A SPECIFICED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 50%, 75%, AND 100% IN THEIR ACCOUNTS AFTER 5, 6, AND 7 YEARS OF SERVICE, RESPECTFULLY. VESTING OCCURS EARLIER FOR DEATH OR TOTAL DISABILITY OR REACHING AGE 60 WHILE EMPLOYED, OR INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHNAGE IN CONTROL OF THE ORGANIZATION OR DUE TO POSITION ELIMIATION. PAYMENTS DURING EMPLOYMENT ARE MADE FOR REQUIRED TAX WITHHOLDINGS. PAYMENT 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: MICHAEL BEZNEY $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. 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: Travis Crum, $45,297; Timothy Koder, $35,628; Jonathan Labbe, $15,372; Paul Homick, $18,753; Michael Bezney, $170,131; Eric Lemen, $16,227; Erik Whaley, $17,686; Ann Carpin, $15,941; Bradley Blandin, $2,280.
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.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433119349302968

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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