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Nonprofiteer
← BON SECOURS MERCY HEALTH INC

Form 990 for tax year 2024

Filed by BON SECOURS MERCY HEALTH INC.

Totals

Total revenue
$11,537,795,267
Total expenses
$11,229,979,856
Contributions and grants received
$104,271,893
Grants paid
$46,530,699
Program service revenue
$10,999,326,410
Investment income
$381,499,618
Other revenue
$52,697,346
Total assets, end of year
$14,409,463,446
Total liabilities, end of year
$7,046,229,996
Net assets or fund balances, end of year
$7,363,233,450
Program services expenses (Part IX)
$10,136,705,668
Management and general expenses
$1,093,274,188
Fundraising expenses
$0
Program service expenses (Part III)
$10,136,705,668

Program services were 90.3% 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

    $24,862,605

  • 1e · Government grants (contributions)

    $78,626,424

  • 1f · All other contributions, gifts and grants

    $782,864

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Net Patient Service Revenue

    total $9,020,309,458 · related or exempt $8,962,807,749 · unrelated business $57,501,709

  • 2b · Program service revenue: Market Assessments & Corp Management

    total $1,319,517,757 · related or exempt $1,319,517,757

  • 2c · Program service revenue: Exempt Function Income

    total $247,055,932 · related or exempt $187,644,159 · unrelated business $59,411,773

  • 2d · Program service revenue: Retail Pharmacy

    total $254,238,377 · related or exempt $197,887,477 · unrelated business $56,350,900

  • 2e · Program service revenue: JV AND PARTNERSHIP INCOME

    total $124,910,041 · related or exempt $111,118,926 · unrelated business $13,791,115

  • 2f · All other program service revenue

    total $33,294,845 · related or exempt $28,831,947 · unrelated business $4,462,898 · excluded $0

  • 3 · Investment income

    total $197,003,133 · excluded $197,003,133

  • 6a · Gross rents

    real property $28,684,886

  • 6c · Rental income or loss

    real property $28,684,886 · personal property $0

  • 6d · Net rental income or loss

    total $28,684,886 · excluded $28,684,886

  • 7a · Gross sales of assets other than inventory

    securities $89,388,374 · other assets $95,108,112

  • 7c · Gain or loss

    securities $89,388,374 · other assets $95,108,112

  • 7d · Net gain or loss

    total $184,496,485 · excluded $184,496,485

  • 11a · Other revenue: CAFETERIA

    total $19,649,827 · excluded $19,649,827

  • 11b · Other revenue: Day Care

    total $2,399,619 · excluded $2,399,619

  • 11c · Other revenue: Gift Shop

    total $1,034,174 · excluded $1,034,174

  • 11d · All other revenue

    total $928,840 · related or exempt $0 · unrelated business $0 · excluded $928,840

  • 11e · Other revenue, total

    $24,012,460

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,108,642 · program services $46,108,642

  • 2 · Grants to domestic individuals

    total $422,057 · program services $422,057

  • 5 · Compensation of officers, directors and key employees

    total $39,102,077 · program services $33,236,765 · management and general $5,865,312

  • 6 · Compensation of disqualified persons

    total $3,760,144 · program services $3,196,122 · management and general $564,022

  • 7 · Other salaries and wages

    total $3,625,374,107 · program services $3,081,567,991 · management and general $543,806,116

  • 8 · Pension plan contributions

    total $125,081,695 · program services $106,319,441 · management and general $18,762,254

  • 9 · Other employee benefits

    total $808,878,093 · program services $687,546,379 · management and general $121,331,714

  • 10 · Payroll taxes

    total $208,521,940 · program services $177,243,649 · management and general $31,278,291

  • 11a · Fees: management

    total $6,407,047 · program services $5,445,990 · management and general $961,057

  • 11b · Fees: legal

    total $4,587,079 · management and general $4,587,079

  • 11c · Fees: accounting

    total $5,465,673 · management and general $5,465,673

  • 11d · Fees: lobbying

    total $684,434 · program services $581,769 · management and general $102,665

  • 11f · Fees: investment management

    total $2,276,013 · program services $1,934,611 · management and general $341,402

  • 11g · Fees: other

    total $2,162,463,264 · program services $2,003,643,618 · management and general $158,819,646 · fundraising $0

  • 12 · Advertising and promotion

    total $18,721,453 · program services $15,913,235 · management and general $2,808,218

  • 13 · Office expenses

    total $16,586,095 · program services $14,098,181 · management and general $2,487,914

  • 14 · Information technology

    total $172,633,835 · program services $146,738,760 · management and general $25,895,075

  • 16 · Occupancy

    total $354,866,979 · program services $301,636,933 · management and general $53,230,046

  • 17 · Travel

    total $28,968,486 · program services $24,623,213 · management and general $4,345,273

  • 20 · Interest

    total $181,388,821 · program services $181,388,821

  • 22 · Depreciation, depletion and amortization

    total $302,543,707 · program services $257,162,151 · management and general $45,381,556

  • 23 · Insurance

    total $76,948,141 · program services $65,405,920 · management and general $11,542,221

  • 24a · Other expenses: Medical Supplies

    total $1,846,400,180 · program services $1,846,400,180

  • 24b · Other expenses: Bad Debt

    total $516,675,300 · program services $516,675,300

  • 24c · Other expenses: State Assessments

    total $303,790,233 · program services $303,790,233

  • 24d · Other expenses: Federal and State Income Tax

    total $18,526,211 · program services $15,747,279 · management and general $2,778,932

  • 24e · All other expenses

    total $352,798,150 · program services $299,878,428 · management and general $52,919,722 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $327,226,074

  • 2 · Savings and temporary cash investments

    beginning of year $26,211,910 · end of year $12,307,843

  • 4 · Accounts receivable

    beginning of year $1,027,631,967 · end of year $1,175,802,254

  • 5 · Loans and receivables from officers and key people

    beginning of year $5,226,047 · end of year $5,310,708

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,066,086,031 · end of year $3,815,103,332

  • 8 · Inventories for sale or use

    beginning of year $168,250,621 · end of year $234,895,323

  • 9 · Prepaid expenses and deferred charges

    beginning of year $189,461,281 · end of year $194,697,066

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

    $8,725,439,378

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

    $5,204,533,818

  • 10c · Land, buildings and equipment, net

    beginning of year $2,817,152,764 · end of year $3,520,905,560

  • 11 · Investments: publicly traded securities

    beginning of year $224,775,713 · end of year $888,731,831

  • 12 · Investments: other securities

    beginning of year $5,420,271,290 · end of year $3,458,039,234

  • 13 · Investments: program-related

    beginning of year $510,745,208 · end of year $341,895,962

  • 14 · Intangible assets

    beginning of year $142,149,442 · end of year $137,285,533

  • 15 · Other assets

    beginning of year $328,015,885 · end of year $297,262,726

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,145,061,943 · end of year $525,738,307

  • 19 · Deferred revenue

    beginning of year $55,938,384 · end of year $42,379,517

  • 20 · Tax-exempt bond liabilities

    beginning of year $5,682,181,639 · end of year $5,701,973,023

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $5,852,580 · end of year $5,517,192

  • 25 · Other liabilities

    beginning of year $816,825,495 · end of year $770,621,957

  • 27 · Net assets without donor restrictions

    beginning of year $4,212,734,899 · end of year $7,355,174,821

  • 28 · Net assets with donor restrictions

    beginning of year $7,383,219 · end of year $8,058,629

Mission and programs · 2024

Mission

BON SECOURS MERCY HEALTH WILL PROVIDE ASSISTANCE, SUPPORT AND DIRECTION TO ALL OF THE HEALTH CARE INSTITUTIONS AND ACTIVITIES OPERATED AND MAINTAINED BY ITS SUBSIDIARIES. THE MISSION OF BON SECOURS MERCY HEALTH IN PERFORMING THESE ACTIVITIES SHALL BE TO PROVIDE A MEANS BY WHICH THE SPONSORS MANIFEST THE HEALING MINISTRY OF JESUS. THROUGH GOVERNANCE, MANAGEMENT, DEVELOPMENT OF LEADERSHIP AND USE OF RESOURCES, BON SECOURS MERCY HEALTH INTENDS TO GIVE SUBSTANCE AND DIRECTION TO A DYNAMIC CATHOLIC HEALTH MINISTRY.

Activities or mission (Part I)

BON SECOURS MERCY HEALTH EXTENDS THE HEALING MINISTRY OF JESUS BY IMPROVING THE HEALTH AND WELL-BEING OF OUR COMMUNITIES AND BRING GOOD HELP TO THOSE IN NEED, ESPECIALLY PEOPLE WHO ARE POOR, DYING AND UNDERSERVED. BON SECOURS MERCY HEALTH DEMONSTRATES BEHAVIORS REFLECTING OUR CORE VALUES OF HUMAN DIGNITY, INTEGRITY, COMPASSION, STEWARDSHIP, AND SERVICE.

  • THE THIRTY-TWO HOSPITALS AND VARIOUS PHYSICIAN PRACTICES INCLUDED ON THIS RETURN EXTEND THE HEALING MINISTRY OF JESUS BY IMPROVING THE HEALTH AND WELL-BEING OF OUR COMMUNITIES AND BRINGING GOOD HELP TO THOSE IN NEED, ESPECIALLY PEOPLE WHO ARE POOR, DYING AND UNDERSERVED. THIS IS ACCOMPLISHED BY DEMONSTRATING BEHAVIORS REFLECTING OUR CORE VALUES OF HUMAN DIGNITY, INTEGRITY, COMPASSION, STEWARDSHIP, AND SERVICE. INSPIRED BY GOD'S HOPE FOR THE WORLD, WE SEEK TO BE A MINISTRY WHERE ASSOCIATES WANT TO WORK, CLINICIANS WANT TO PRACTICE, PEOPLE SEEK WELLNESS AND COMMUNITIES THRIVE. THE MINISTRY IS ACTIVELY EXTENDING HEALTH CARE ACCESS, ENHANCING OUTCOMES AND DRIVING VALUE THROUGH EMERGING TECHNOLOGIES, INVESTMENTS AND PARTNERSHIPS ACROSS FOUR AREAS OF FOCUS: CORE CLINICAL OPERATIONS, DIVERSIFIED GROWTH, DIGITAL INNOVATION, AND SERVICE AND STEWARDSHIP. THROUGH OUR CORE CLINICAL OPERATIONS, THE MINISTRY PROVIDES COMPASSIONATE, VALUE-BASED CARE AND SERVICES TO ITS PATIENTS, CONSUMERS AND COMMUNITIES THROUGH ITS HOSPITALS, PHYSICIAN PRACTICES AND CLINICAL CARE SITES. BSMH PROVIDES SERVICE AND STEWARDSHIP BY ADVOCATING AND WORKING TO ENHANCE QUALITY OF LIFE AND HEALTH FOR ALL PEOPLE AND TO SAFEGUARD THE EARTH AND ITS RESOURCES.

    Expenses $6,051,805,048 · Grants $46,530,699 · Revenue $7,671,797,716

  • BON SECOURS MERCY HEALTH IS A MISSION-DRIVEN, NONPROFIT, CATHOLIC HEALTH SYSTEM. BON SECOURS MERCY HEALTH OPERATES ACUTE CARE HOSPITALS, PHYSICIAN PRACTICES, LOW-INCOME HOUSING, HOME HEALTH AGENCIES, HOSPICE PROGRAMS, URGENT CARE AND OCCUPATIONAL HEALTH CENTERS, AMBULATORY SERVICES, AND OTHER HEALTHCARE ORGANIZATIONS. BON SECOURS MERCY HEALTH'S HOME OFFICE PROVIDES SERVICES AND SUPPORT TO THE ENTIRE SYSTEM, INCLUDING BUT NOT LIMITED TO: PROVIDING GOVERNANCE, MANAGEMENT OVERSIGHT, STRATEGIC LEADERSHIP, FOCUSING RESOURCES TO ASSURE THE HEALING MISSION, PROVIDING ACCESS TO LOWER COST DEBT FINANCING TO SUPPORT OPERATIONS, IMPROVING CLINICAL OUTCOMES AND REDUCING OPERATING COSTS. BSMH DIVERSIFIES ITS GROWTH MODEL BY LEVERAGING ECONOMIES OF SCALE TO ENHANCE HEALTH CARE ACCESS, EFFICIENCIES AND QUALITY THROUGH INVESTMENTS, PARTNERSHIPS, AND A GROWING PORTFOLIO OF BUSINESS TO BUSINESS SUBSIDIARIES. BSMH'S DIGITAL INNOVATION AREA OF FOCUS DRIVES CHANGE FOR HEALTH CARE CONSUMERS, PROVIDERS AND SYSTEMS BY BRINGING DIGITAL INNOVATION TO THE MARKET AT SCALE, THROUGH A PORTFOLIO BOLSTERED BY LEADING-EDGE TECHNOLOGY AND BIG DATA.

    Expenses $4,084,900,620 · Revenue $3,136,010,299

As filed on the 2024 return.

Listed in Part VII

  • Jennifer O'Brien JD

    Board Vice Chair

    Total calculated
    $85,000
    From this org
    $85,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 3 related

  • JOHN STARCHER JR JD

    President & CEO, Bon Secours Mercy Health

    Total calculated
    $12,809,033
    From this org
    $10,780,891
    From related orgs
    $0
    Other
    $2,028,142
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $2,946,938
    Bonus
    $3,163,987
    Other
    $4,669,966
    Deferred
    $1,985,213
    Nontaxable benefits
    $42,929
    Filer's total
    $12,809,033

  • Peter F Maddox

    Board Chair

    Total calculated
    $138,088
    From this org
    $138,088
    From related orgs
    $0
    Other
    $0
    Hours/week
    12 + 3 related

  • Fr Myles N Sheehan SJ MD

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Gerard Kells

    Board Member (End 05/24)

    Total calculated
    $75,000
    From this org
    $75,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Janet B Reid PhD

    Board Member

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Joseph O'Shea

    Board Member

    Total calculated
    $76,137
    From this org
    $60,000
    From related orgs
    $16,137
    Other
    $0
    Hours/week
    5 + 1 related

  • Katherine A Arbuckle CPA

    Board Member

    Total calculated
    $70,000
    From this org
    $70,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Katherine W Vestal PhD

    Board Member

    Total calculated
    $70,000
    From this org
    $70,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Mary Colleen Scanlon

    Board Member (Beg 01/24)

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Raja Rajamannar

    Board Member

    Total calculated
    $63,517
    From this org
    $63,517
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Sister Fran Gorsuch CBS

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Sister Patricia A Eck CBS

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Christine E Morris

    Board Assistant Secretary

    Total calculated
    $155,706
    From this org
    $129,451
    From related orgs
    $0
    Other
    $26,255
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $102,631
    Bonus
    $0
    Other
    $26,820
    Deferred
    $4,166
    Nontaxable benefits
    $22,089
    Filer's total
    $155,706

  • CHRISTINE O'NEILL

    BOARD SECRETARY

    Total calculated
    $241,764
    From this org
    $224,420
    From related orgs
    $0
    Other
    $17,344
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $171,129
    Bonus
    $28,868
    Other
    $24,423
    Deferred
    $6,042
    Nontaxable benefits
    $11,302
    Filer's total
    $241,764

  • DEBORAH BLOOMFIELD PhD CPA

    CFO, Board Treasurer (End 07/24)

    Total calculated
    $3,157,645
    From this org
    $2,563,971
    From related orgs
    $0
    Other
    $593,674
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,014,145
    Bonus
    $483,250
    Other
    $1,066,576
    Deferred
    $564,266
    Nontaxable benefits
    $29,408
    Filer's total
    $3,157,645

  • TRAVIS CRUM

    CFO, Board Treasurer (Beg 07/24)

    Total calculated
    $1,621,878
    From this org
    $1,439,506
    From related orgs
    $0
    Other
    $182,372
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $503,126
    Bonus
    $155,504
    Other
    $780,876
    Deferred
    $146,256
    Nontaxable benefits
    $36,116
    Filer's total
    $1,621,878

  • Brian Yanofchick

    Chief Sponsorship Officer (Beg 01/24)

    Total calculated
    $739,855
    From this org
    $716,610
    From related orgs
    $0
    Other
    $23,245
    Hours/week
    46 + 9 related

    Schedule J breakdown matched by us

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

  • Daniel Hurry

    President - AHP and BSMH Chief Supply Chain Officer

    Total calculated
    $1,236,429
    From this org
    $961,797
    From related orgs
    $0
    Other
    $274,632
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $497,089
    Bonus
    $174,495
    Other
    $290,213
    Deferred
    $232,751
    Nontaxable benefits
    $41,881
    Filer's total
    $1,236,429

  • DAVID A CANNADY

    Chief Strategy Officer

    Total calculated
    $2,027,618
    From this org
    $1,576,766
    From related orgs
    $0
    Other
    $450,852
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $709,323
    Bonus
    $331,755
    Other
    $535,688
    Deferred
    $410,561
    Nontaxable benefits
    $40,291
    Filer's total
    $2,027,618

  • Donald Kline

    Chief Operating Officer

    Total calculated
    $2,307,102
    From this org
    $2,256,751
    From related orgs
    $0
    Other
    $50,351
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $989,175
    Bonus
    $500,580
    Other
    $766,996
    Deferred
    $8,400
    Nontaxable benefits
    $41,951
    Filer's total
    $2,307,102

  • Donna Abbondandolo

    Chief Compliance Officer

    Total calculated
    $853,923
    From this org
    $673,529
    From related orgs
    $0
    Other
    $180,394
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $367,515
    Bonus
    $144,935
    Other
    $161,079
    Deferred
    $141,947
    Nontaxable benefits
    $38,447
    Filer's total
    $853,923

  • FR JOSEPH CARDONE

    Chief Mission Officer

    Total calculated
    $683,103
    From this org
    $648,301
    From related orgs
    $0
    Other
    $34,802
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $302,744
    Bonus
    $138,503
    Other
    $207,054
    Deferred
    $20,068
    Nontaxable benefits
    $14,734
    Filer's total
    $683,103

  • Jason Szczuka

    Chief Digital Officer

    Total calculated
    $2,394,534
    From this org
    $1,889,710
    From related orgs
    $0
    Other
    $504,824
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $784,608
    Bonus
    $376,016
    Other
    $729,086
    Deferred
    $460,037
    Nontaxable benefits
    $44,787
    Filer's total
    $2,394,534

  • JEROME JUDD

    SVP, Treasury

    Total calculated
    $1,091,333
    From this org
    $1,054,994
    From related orgs
    $0
    Other
    $36,339
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $496,599
    Bonus
    $216,090
    Other
    $342,305
    Deferred
    $8,400
    Nontaxable benefits
    $27,939
    Filer's total
    $1,091,333

  • JOSEPH GAGE JR JD

    Chief Human Resources Officer

    Total calculated
    $1,778,346
    From this org
    $1,480,052
    From related orgs
    $0
    Other
    $298,294
    Hours/week
    48.5 + 6.5 related

    Schedule J breakdown matched by us

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

  • MICHAEL BEZNEY JD

    Chief Legal Officer & General Counsel

    Total calculated
    $2,517,954
    From this org
    $2,479,847
    From related orgs
    $0
    Other
    $38,107
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $839,658
    Bonus
    $421,075
    Other
    $1,219,114
    Deferred
    $8,400
    Nontaxable benefits
    $29,707
    Filer's total
    $2,517,954

  • Staci Lucius

    President, BSMH Medical Group

    Total calculated
    $1,605,050
    From this org
    $1,313,114
    From related orgs
    $0
    Other
    $291,936
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $578,133
    Bonus
    $246,461
    Other
    $488,520
    Deferred
    $274,332
    Nontaxable benefits
    $17,604
    Filer's total
    $1,605,050

  • Veronica Scott-Fulton

    Chief Nursing Officer

    Total calculated
    $720,034
    From this org
    $605,150
    From related orgs
    $0
    Other
    $114,884
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $467,088
    Bonus
    $94,231
    Other
    $43,831
    Deferred
    $89,213
    Nontaxable benefits
    $25,671
    Filer's total
    $720,034

  • Wael Haidar MD

    Chief Clinical Officer

    Total calculated
    $2,539,165
    From this org
    $1,988,113
    From related orgs
    $0
    Other
    $551,052
    Hours/week
    49.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $840,737
    Bonus
    $414,229
    Other
    $733,147
    Deferred
    $529,255
    Nontaxable benefits
    $21,797
    Filer's total
    $2,539,165

  • Benjamin Boothby MD

    Orthopedic Surgeon

    Total calculated
    $2,547,275
    From this org
    $2,468,473
    From related orgs
    $0
    Other
    $78,802
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $637,192
    Bonus
    $1,742,800
    Other
    $88,481
    Deferred
    $33,400
    Nontaxable benefits
    $45,402
    Filer's total
    $2,547,275

  • KENECHUKWU UGOKWE MD

    NEUROSURGEON

    Total calculated
    $3,157,509
    From this org
    $3,093,510
    From related orgs
    $0
    Other
    $63,999
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,228,898
    Bonus
    $1,784,873
    Other
    $79,739
    Deferred
    $33,400
    Nontaxable benefits
    $30,599
    Filer's total
    $3,157,509

  • Manish Patel MD

    Orthopedic Surgeon

    Total calculated
    $2,391,964
    From this org
    $2,350,446
    From related orgs
    $0
    Other
    $41,518
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,154,838
    Bonus
    $1,134,923
    Other
    $60,685
    Deferred
    $8,394
    Nontaxable benefits
    $33,124
    Filer's total
    $2,391,964

  • SAMEH AREBI MD

    Orthopedic Surgeon

    Total calculated
    $2,493,164
    From this org
    $2,423,561
    From related orgs
    $0
    Other
    $69,603
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,581,859
    Bonus
    $745,562
    Other
    $96,140
    Deferred
    $33,400
    Nontaxable benefits
    $36,203
    Filer's total
    $2,493,164

  • ZOHEIR ABDELBAKI MD

    Cardiologist

    Total calculated
    $2,200,938
    From this org
    $2,123,912
    From related orgs
    $0
    Other
    $77,026
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $837,452
    Bonus
    $1,187,481
    Other
    $98,979
    Deferred
    $33,400
    Nontaxable benefits
    $43,626
    Filer's total
    $2,200,938

  • Andrea Mazzoccoli

    Former Chief Nursing Officer

    Total calculated
    $699,625
    From this org
    $675,527
    From related orgs
    $0
    Other
    $24,098
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $13,922
    Bonus
    $107,725
    Other
    $553,880
    Deferred
    $0
    Nontaxable benefits
    $24,098
    Filer's total
    $699,625

  • BRIAN SMITH

    Former President and Chief Operating Officer

    Total calculated
    $635,001
    From this org
    $672,008
    From related orgs
    $0
    Other
    -$37,007
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $672,008
    Deferred
    -$56,675
    Nontaxable benefits
    $19,668
    Filer's total
    $635,001

  • Jason Siegert

    Former Key, Chief Ventures Officer

    Total calculated
    $1,096,491
    From this org
    $858,509
    From related orgs
    $0
    Other
    $237,982
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $465,553
    Bonus
    $201,650
    Other
    $191,306
    Deferred
    $198,152
    Nontaxable benefits
    $39,830
    Filer's total
    $1,096,491

  • Laishy Williams-Carlson

    Former Chief Information Officer

    Total calculated
    $979,657
    From this org
    $361,785
    From related orgs
    $592,307
    Other
    $25,565
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $21,247 + $535,740 related
    Bonus
    $150,000 + $24,115 related
    Other
    $190,538 + $32,452 related
    Deferred
    $0
    Nontaxable benefits
    $1,296 + $24,269 related
    Filer's total
    $363,081 + $616,576 related

  • Matthew Eversole

    Former Chief Information Officer

    Total calculated
    $163,616
    From this org
    $153,893
    From related orgs
    $0
    Other
    $9,723
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $153,893
    Deferred
    $0
    Nontaxable benefits
    $9,723
    Filer's total
    $163,616

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1a First-class or charter travel
Employer provided air travel for personal use was provided to one officer. Employer provided air travel for business use was provided to one board member and one key employee. The personal use benefit was treated as taxable compensation.
Schedule J, Part I, Line 1a Travel for companions
Employer provided air travel for personal use and other travel for companions was provided to the family members of one officer, two key employees and one board member. The entire benefit was treated as taxable compensation.
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 four officers and one former key employee. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
Employer paid health club fees to one officer. The entire benefit was treated as taxable compensation.
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 listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Matthew Eversole, $154,500; Brian Smith, $672,000; and Andrea Mazzoccoli, $538,625.
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. 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: Daniel Hurry, $51,157; David A Cannady, $155,677; Deborah Bloomfield, PHD, CPA, $215,968; Donald Kline, $212,180; Donna Abbondandolo, $38,904; Jason Siegert, $53,670; Jason Szczuka, $377,903; Jerome Judd, $111,827; John Starcher, Jr. JD, $1,207,003; Fr. Joseph Cardone, $67,932; Joseph Gage, Jr. $138,734; Michael Bezney, JD, $180,339; Staci Lucius, $129,731; Wael Haidar, MD, $185,122; Veronica Scott- Fulton, $0; Brian Yanofchick, $89,154; Travis Crum, $46,685; Laishy Williams - Carlson, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Cincinnati Market SERP
The Cincinnati Market SERP is a deferred compensation plan which provides employment continuation incentives to all executive council members. The plan is no longer accepting new participants and the cessation of contributions has occurred. Participants must complete a two tiered vesting provision. Participants must be vested under the base qualified plan and must count 24 months after termination during which they do not compete with Mercy Health Cincinnati LLC. Amounts includable as taxable compensation for listed individuals due to executive benefit plan participation in the reporting year were as follows: Deborah Bloomfield, $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 the 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: Michael Bezney, JD, $0; Joseph Gage, Jr. $0; John Starcher, Jr. JD $0.
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. 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: Sameh Arebi, MD, $28,247; Kenechukwu Ugokwe, MD, $28,247; Zoheir Abdelbaki, MD, $0; Benjamin Boothby, MD, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Youngstown Market SERP
The Youngstown Market SERP Plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Mercy Health Youngstown LLC Board of trustees or its delegate. The plan is no longer accepting new participants and cessation of contributions has occurred. Participants vest 100% in their accounts after three years of service, except for participants who had attained at least ten years of service at plan inception, who had immediate vesting. Vesting occurs earlier upon death or total disability. Payments are made during employment for required tax withholding. The vested account balance is paid as a lump sum after termination of employment. Amounts includible in taxable compensation for listed participating individuals in the reporting year were as follows: Donald Kline $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

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.

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.

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
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202543189349312314

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