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← MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION

Form 990 for tax year 2023

Filed by MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION.

Totals

Total revenue
$16,387,946
Total expenses
$16,259,769
Contributions and grants received
$8,472
Grants paid
$0
Program service revenue
$15,842,287
Investment income
-$2,519
Other revenue
$539,706
Total assets, end of year
$43,866,418
Total liabilities, end of year
$5,906,478
Net assets or fund balances, end of year
$37,959,940
Program services expenses (Part IX)
$14,616,578
Management and general expenses
$1,643,191
Fundraising expenses
$0
Program service expenses (Part III)
$14,616,578

Program services were 89.9% 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.

  • 1e · Government grants (contributions)

    $287

  • 1f · All other contributions, gifts and grants

    $8,185

  • 2a · Program service revenue: NET SERVICE REVENUE

    total $15,842,287 · related or exempt $15,842,287

  • 7a · Gross sales of assets other than inventory

    other assets $64,017

  • 7b · Less cost or other basis and sales expenses

    securities $4,819 · other assets $61,717

  • 7c · Gain or loss

    securities -$4,819 · other assets $2,300

  • 7d · Net gain or loss

    total -$2,519 · excluded -$2,519

  • 11a · Other revenue: CAFETERIA REVENUE

    total $342,963 · excluded $342,963

  • 11b · Other revenue: OTHER RELATED REVENUE

    total $114,349 · related or exempt $114,349

  • 11c · Other revenue: BARBER AND BEAUTY REVENUE

    total $82,394 · excluded $82,394

  • 11e · Other revenue, total

    $539,706

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $7,765,050 · program services $6,846,211 · management and general $918,839

  • 8 · Pension plan contributions

    total $1,249,533 · program services $1,101,676 · management and general $147,857

  • 9 · Other employee benefits

    total $575,718 · program services $507,593 · management and general $68,125

  • 11b · Fees: legal

    total $3,739 · management and general $3,739

  • 11g · Fees: other

    total $1,906,348 · program services $1,791,954 · management and general $114,394

  • 12 · Advertising and promotion

    total $72,326 · program services $63,768 · management and general $8,558

  • 13 · Office expenses

    total $213,666 · program services $188,383 · management and general $25,283

  • 14 · Information technology

    total $42,976 · program services $37,891 · management and general $5,085

  • 16 · Occupancy

    total $879,864 · program services $775,750 · management and general $104,114

  • 17 · Travel

    total $5,969 · program services $5,263 · management and general $706

  • 19 · Conferences, conventions and meetings

    total $5,299 · program services $4,672 · management and general $627

  • 20 · Interest

    total $65,251 · program services $65,251

  • 22 · Depreciation, depletion and amortization

    total $637,368 · program services $561,948 · management and general $75,420

  • 23 · Insurance

    total $133,372 · program services $117,590 · management and general $15,782

  • 24a · Other expenses: MEDICAL SUPPLIES EXPENS

    total $1,348,122 · program services $1,348,122

  • 24b · Other expenses: INTERCOMPANY PURCHASED

    total $1,170,955 · program services $1,032,396 · management and general $138,559

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $71,867 · program services $63,363 · management and general $8,504

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $38,671 · program services $38,671

  • 24e · All other expenses

    total $73,675 · program services $66,076 · management and general $7,599

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,300 · end of year $1,300

  • 4 · Accounts receivable

    beginning of year $760,560 · end of year $859,346

  • 8 · Inventories for sale or use

    beginning of year $46,970 · end of year $53,995

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,087 · end of year $9,847

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

    $34,425,278

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

    $25,492,135

  • 10c · Land, buildings and equipment, net

    beginning of year $7,924,173 · end of year $8,933,143

  • 15 · Other assets

    beginning of year $35,265,782 · end of year $34,008,787

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,020,520 · end of year $993,353

  • 25 · Other liabilities

    beginning of year $5,091,872 · end of year $4,913,125

  • 27 · Net assets without donor restrictions

    beginning of year $37,683,156 · end of year $37,852,792

  • 28 · Net assets with donor restrictions

    beginning of year $210,324 · end of year $107,148

Mission and programs · 2023

Mission

WE, TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE IN OUR COMMUNITIES.MERCY SERVICES FOR THE AGING IS A MEMBER OF THE TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE LONG TERM CARE SERVICES.

  • MERCY SERVICES FOR THE AGING (AKA BELLBROOK) IS LOCATED IN ROCHESTER HILLS, MI. THE FACILITY IS A FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY FEATURING 116 INDEPENDENT LIVING UNITS, 84 ASSISTED LIVING UNITS, AND 36 BEDS FOR LONG-TERM NURSING CARE / SHORT-TERM REHABILITATION CARE. RESIDENT-CENTERED NEIGHBORHOODS EMPHASIZE LIFE-ENRICHING ACTIVITIES AND TOGETHERNESS. RESIDENTS ENJOY A VARIETY OF EVENTS AND OUTINGS, NUTRITIOUS MEALS AND CONVENIENT SERVICES.FOR ADDITIONAL INFORMATION ON FACILITIES AND SERVICES, PLEASE VISIT OUR WEBSITE AT:WWW.TRINITYHEALTHSENIORCOMMUNITIES.ORG/BELLBROOK-ROCHESTER-HILLS

    Expenses $14,616,578 · Revenue $15,956,636

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

Listed in Part VII

  • BENJAMIN CARTER

    DIRECTOR; TRINITY HLTH EVP & COO

    Total calculated
    $2,999,690
    From this org
    $0
    From related orgs
    $2,918,972
    Other
    $80,718
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,480,023 related
    Bonus
    $0 + $958,750 related
    Other
    $0 + $480,199 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $60,918 related
    Filer's total
    $0 + $2,999,690 related

  • MARCUS BOWENS

    DIR & INT PRES THR 7/23;TREAS;CFO CC

    Total calculated
    $650,040
    From this org
    $0
    From related orgs
    $566,208
    Other
    $83,832
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,938 related
    Bonus
    $0 + $112,500 related
    Other
    $0 + $4,770 related
    Deferred
    $0 + $67,285 related
    Nontaxable benefits
    $0 + $16,547 related
    Filer's total
    $0 + $650,040 related

  • MANDI MURRAY

    SECRETARY; TRIN VP MANAGING COUNSEL

    Total calculated
    $636,095
    From this org
    $0
    From related orgs
    $511,054
    Other
    $125,041
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,378 related
    Bonus
    $0 + $100,231 related
    Other
    $0 + $16,445 related
    Deferred
    $0 + $89,274 related
    Nontaxable benefits
    $0 + $35,767 related
    Filer's total
    $0 + $636,095 related

  • JANICE HAMILTON-CRAWFORD

    FORMER OFFICER

    Total calculated
    $411,450
    From this org
    $0
    From related orgs
    $401,067
    Other
    $10,383
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $41,292 related
    Bonus
    $0
    Other
    $0 + $359,775 related
    Deferred
    $0 + $645 related
    Nontaxable benefits
    $0 + $9,738 related
    Filer's total
    $0 + $411,450 related

  • DAVID DEFRAIN

    VICE PRESIDENT OF FINANCE

    Total calculated
    $322,716
    From this org
    $0
    From related orgs
    $276,123
    Other
    $46,593
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,369 related
    Bonus
    $0 + $47,000 related
    Other
    $0 + $754 related
    Deferred
    $0 + $17,028 related
    Nontaxable benefits
    $0 + $29,565 related
    Filer's total
    $0 + $322,716 related

  • JACLYN HARRIS

    DIRECTOR; PRESIDENT & CEO AS OF 7/23

    Total calculated
    $308,274
    From this org
    $0
    From related orgs
    $292,077
    Other
    $16,197
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,863 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $55,214 related
    Deferred
    $0 + $6,058 related
    Nontaxable benefits
    $0 + $10,139 related
    Filer's total
    $0 + $308,274 related

  • MARK MCPHERSON

    FOMER OFF;PRES & CEO THAT THR 8/23

    Total calculated
    $296,939
    From this org
    $0
    From related orgs
    $272,991
    Other
    $23,948
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,979 related
    Bonus
    $0
    Other
    $0 + $16,012 related
    Deferred
    $0 + $3,915 related
    Nontaxable benefits
    $0 + $20,033 related
    Filer's total
    $0 + $296,939 related

  • LEEANN PENNINGTON

    EXECUTIVE DIRECTOR

    Total calculated
    $191,249
    From this org
    $0
    From related orgs
    $153,189
    Other
    $38,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $137,729 related
    Bonus
    $0 + $14,938 related
    Other
    $0 + $522 related
    Deferred
    $0 + $7,433 related
    Nontaxable benefits
    $0 + $30,627 related
    Filer's total
    $0 + $191,249 related

  • MELISSA ALLEN

    DIRECTOR OF SALES

    Total calculated
    $154,453
    From this org
    $0
    From related orgs
    $121,324
    Other
    $33,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $121,173 related
    Bonus
    $0
    Other
    $0 + $151 related
    Deferred
    $0 + $7,725 related
    Nontaxable benefits
    $0 + $25,404 related
    Filer's total
    $0 + $154,453 related

  • STEVE KASTNER

    FORMER OFFICER

    Total calculated
    $146,541
    From this org
    $0
    From related orgs
    $146,541
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $146,541 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $146,541 related

  • CHRISTINA MAHAN

    DIRECTOR OF NURSING

    Total calculated
    $125,388
    From this org
    $0
    From related orgs
    $110,386
    Other
    $15,002
    Hours/week
    40

  • ARTHUR HENKEL

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANN MARIE TAG RSM

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • JOANNE HANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BEVERLY JONES

    DIRECTOR THROUGH 8/23

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LEJON POOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARJORIE TAPIA RSM

    DIRECTOR THROUGH 7/23

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANTONIA VILLARRUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
MERCY SERVICES FOR AGING NON-PROFIT HOUSING CORPORATION IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MERCY SERVICES FOR AGING NON-PROFIT HOUSING CORPORATION'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MERCY SERVICES FOR AGING NON-PROFIT HOUSING CORPORATION'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JANICE HAMILTON-CRAWFORD - $310,502 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BENJAMIN CARTER - $417,375 JANICE HAMILTON-CRAWFORD - $39,699 STEVE KASTNER - $146,541 MARK MCPHERSON - $5,826 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MARCUS BOWENS - $47,715 MANDI MURRAY - $64,524 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 MANDI MURRAY - $4,116

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541329349304589

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