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← HEALTHSPAN INTEGRATED CARE

Form 990 for tax year 2025

Filed by HEALTHSPAN INTEGRATED CARE.

Totals

Total revenue
$747,175
Total expenses
$102,334
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$729,550
Investment income
$17,625
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)
$61,280
Management and general expenses
$41,054
Fundraising expenses
$0
Program service expenses (Part III)
$61,280

Program services were 59.9% 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.

  • 2a · Program service revenue: RISK CORRIDOR PREMIUM ADJUSTMENT

    total $729,550 · related or exempt $729,550

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $17,625 · excluded $17,625

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $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.

  • 11c · Fees: accounting

    total $240 · management and general $240

  • 11f · Fees: investment management

    total $30,000 · management and general $30,000

  • 11g · Fees: other

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

  • 14 · Information technology

    total $14,842 · program services $12,616 · management and general $2,226

  • 24a · Other expenses: STORAGE

    total $56,152 · program services $47,729 · management and general $8,423

  • 24b · Other expenses: OTHER

    total $700 · program services $595 · management and general $105

  • 24c · Other expenses: BUSINESS LICENSES AND FEES

    total $400 · program services $340 · management and general $60

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,783,106

  • 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

  • 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 $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $466,254

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,276

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $15,180,084

Mission and programs · 2025

Mission

TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.

  • DURING 2016, HSIC DISCONTINUED ITS INSURANCE ACTIVITIES. HSIC CONTINUED OPERATIONS SOLELY TO PROCESS CLAIMS INCURRED PRIOR TO DECEMBER 31, 2016 AND COMPLETE THE WIND-DOWN OF ITS AFFAIRS. HSIC MERGED OUT OF EXISTENCE ON DECEMBER 31, 2025.

    Expenses $61,280 · Revenue $729,550

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dorothy Carlson

    DIRECTOR REGULATORY ACCOUNTING & ASSISTANT CONTROLLER HEALTHSPAN, TREASURER

    Total calculated
    $215,919
    From this org
    $0
    From related orgs
    $198,411
    Other
    $17,508
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,990 related
    Bonus
    $0 + $18,464 related
    Other
    $0 + $34,957 related
    Deferred
    $0 + $5,462 related
    Nontaxable benefits
    $0 + $12,046 related
    Filer's total
    $0 + $215,919 related

  • Jeffrey Copeland

    PRESIDENT & CEO, BOARD CHAIR

    Total calculated
    $1,236,434
    From this org
    $0
    From related orgs
    $1,193,689
    Other
    $42,745
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,882 related
    Bonus
    $0 + $305,032 related
    Other
    $0 + $404,775 related
    Deferred
    $0 + $8,500 related
    Nontaxable benefits
    $0 + $34,245 related
    Filer's total
    $0 + $1,236,434 related

  • Allan Calonge

    BOARD MEMBER, BSMH CHIEF PEOPLE OFFICER - CORE OPERATIONS

    Total calculated
    $958,933
    From this org
    $0
    From related orgs
    $792,365
    Other
    $166,568
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,157 related
    Bonus
    $0 + $217,291 related
    Other
    $0 + $171,917 related
    Deferred
    $0 + $125,172 related
    Nontaxable benefits
    $0 + $41,396 related
    Filer's total
    $0 + $958,933 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
THE COMPENSATION OF JEFFREY COPELAND, 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 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 DELEGATE. 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: JEFFREY COPELAND $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: JEFFREY COPELAND, $110,377 AND ALLAN CALONGE, $47,620.

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

  • 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 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

  • NORDIC HOLDINGS 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

  • SPRINGFIELD REGIONAL OUTPATIENT SURGERY CENTER LLC

    N/A · AMBULATORY SURGERY CENTER · OH

    Directly controlled by NA

  • OHIO VALLEY MEDICAL CENTER LLC

    N/A · AMBULATORY SURGERY CENTER · OH

    Directly controlled by NA

  • STRIVE BSMH LLC

    N/A · HOLDING COMPANY · OH

    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 APARTMENTS CONSOLIDATED GP LLC

    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 · CONSULTING · 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

  • 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

  • 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 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

  • NCGI MEXICO TECHNOLOGY SOLUTIONS S DE RL DE CV

    C CORPORATION · HEALTHCARE CONSULTING · MX

    Directly controlled by NA

  • HSP GLOBAL BUSINESS SERVICES INC

    C CORPORATION · BUSINESS SERVICES · 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.

2 distributions to recipients named as people, $40,946,095 in total. 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
2025
Filed
25 August 2026
IRS schema version
2025v4.2
Source object
202612379349301116

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