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Nonprofiteer
← BON SECOURS MERCY HEALTH INC

Form 990 for tax year 2023

Filed by BON SECOURS MERCY HEALTH INC.

Totals

Total revenue
$8,710,340,168
Total expenses
$9,002,797,483
Contributions and grants received
$33,082,431
Grants paid
$3,453,976
Program service revenue
$8,438,344,132
Investment income
$180,237,046
Other revenue
$58,676,559
Total assets, end of year
$12,925,978,159
Total liabilities, end of year
$8,705,860,041
Net assets or fund balances, end of year
$4,220,118,118
Program services expenses (Part IX)
$8,070,395,913
Management and general expenses
$931,711,570
Fundraising expenses
$690,000
Program service expenses (Part III)
$8,070,395,913

Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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
    $12,296,300
    From this org
    $8,799,523
    From related orgs
    $0
    Other
    $3,496,777
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $2,860,392
    Bonus
    $1,901,435
    Other
    $4,037,696
    Deferred
    $3,459,293
    Nontaxable benefits
    $37,484
    Filer's total
    $12,296,300

  • Peter F Maddox

    Board Chair

    Total calculated
    $135,000
    From this org
    $135,000
    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

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

  • Janet Reid PhD

    BOARD MEMBER

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

  • Joseph O'Shea

    Board Member

    Total calculated
    $72,451
    From this org
    $60,000
    From related orgs
    $12,451
    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

  • RAJA RAJAMANNAR

    BOARD MEMBER

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

  • SR CAROL ANNE SMITH HM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Sr Fran Gorsuch CBS

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • SR PATRICIA A ECK CBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Christine E Morris

    Board Assistant Secretary

    Total calculated
    $136,438
    From this org
    $114,751
    From related orgs
    $0
    Other
    $21,687
    Hours/week
    49 + 1 related

  • CHRISTINE O'NEILL

    BOARD SECRETARY

    Total calculated
    $262,892
    From this org
    $250,107
    From related orgs
    $0
    Other
    $12,785
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $166,256
    Bonus
    $60,000
    Other
    $23,851
    Deferred
    $2,762
    Nontaxable benefits
    $10,023
    Filer's total
    $262,892

  • DEBORAH BLOOMFIELD PhD CPA

    Chief Financial Officer, Board Treasurer

    Total calculated
    $2,732,719
    From this org
    $2,134,019
    From related orgs
    $0
    Other
    $598,700
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $984,423
    Bonus
    $335,451
    Other
    $814,145
    Deferred
    $577,284
    Nontaxable benefits
    $21,416
    Filer's total
    $2,732,719

  • Andrea Mazzoccoli

    Chief Nursing Officer (End 06/23)

    Total calculated
    $964,788
    From this org
    $940,149
    From related orgs
    $0
    Other
    $24,639
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,735
    Bonus
    $161,587
    Other
    $605,827
    Deferred
    $2,458
    Nontaxable benefits
    $22,181
    Filer's total
    $964,788

  • Daniel Hurry

    Chief Supply Chain Officer

    Total calculated
    $1,121,331
    From this org
    $854,422
    From related orgs
    $0
    Other
    $266,909
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $488,749
    Bonus
    $135,191
    Other
    $230,482
    Deferred
    $234,905
    Nontaxable benefits
    $32,004
    Filer's total
    $1,121,331

  • DAVID A CANNADY

    Chief Strategy Officer

    Total calculated
    $1,900,605
    From this org
    $1,504,245
    From related orgs
    $0
    Other
    $396,360
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

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

  • DONALD KLINE

    Chief Operating Officer

    Total calculated
    $1,835,712
    From this org
    $1,792,599
    From related orgs
    $0
    Other
    $43,113
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $959,157
    Bonus
    $276,738
    Other
    $556,704
    Deferred
    $7,224
    Nontaxable benefits
    $35,889
    Filer's total
    $1,835,712

  • Donna Abbondandolo

    Chief Compliance Officer

    Total calculated
    $888,533
    From this org
    $756,077
    From related orgs
    $0
    Other
    $132,456
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $354,558
    Bonus
    $107,625
    Other
    $293,894
    Deferred
    $102,216
    Nontaxable benefits
    $30,240
    Filer's total
    $888,533

  • FR JOSEPH CARDONE

    Chief Mission Officer

    Total calculated
    $726,592
    From this org
    $695,818
    From related orgs
    $0
    Other
    $30,774
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,090
    Bonus
    $97,086
    Other
    $304,642
    Deferred
    $19,721
    Nontaxable benefits
    $11,053
    Filer's total
    $726,592

  • Jason Szczuka

    Chief Digital Officer

    Total calculated
    $2,013,231
    From this org
    $1,250,893
    From related orgs
    $0
    Other
    $762,338
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $774,194
    Bonus
    $276,753
    Other
    $199,946
    Deferred
    $727,021
    Nontaxable benefits
    $35,317
    Filer's total
    $2,013,231

  • JEROME JUDD

    Vice President, Treasury

    Total calculated
    $1,512,650
    From this org
    $1,480,569
    From related orgs
    $0
    Other
    $32,081
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $477,167
    Bonus
    $168,525
    Other
    $834,877
    Deferred
    $3,150
    Nontaxable benefits
    $28,931
    Filer's total
    $1,512,650

  • JOSEPH GAGE JR JD

    Chief Human Resources Officer

    Total calculated
    $1,578,112
    From this org
    $1,331,323
    From related orgs
    $0
    Other
    $246,789
    Hours/week
    43.5 + 6.5 related

    Schedule J breakdown matched by us

    Base
    $612,665
    Bonus
    $208,634
    Other
    $510,024
    Deferred
    $211,784
    Nontaxable benefits
    $35,005
    Filer's total
    $1,578,112

  • Laishy Williams-Carlson

    Chief Information Officer (End 06/23)

    Total calculated
    $1,158,556
    From this org
    $1,065,201
    From related orgs
    $47,000
    Other
    $46,355
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $583,584
    Bonus
    $160,375
    Other
    $321,242 + $47,000 related
    Deferred
    $24,387
    Nontaxable benefits
    $21,968
    Filer's total
    $1,111,556 + $47,000 related

  • MICHAEL BEZNEY JD

    Chief Legal Officer & General Counsel

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

    Schedule J breakdown matched by us

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

  • Staci Lucius

    President, BSMH Medical Group

    Total calculated
    $1,370,562
    From this org
    $1,098,776
    From related orgs
    $0
    Other
    $271,786
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $559,001
    Bonus
    $179,114
    Other
    $360,661
    Deferred
    $260,716
    Nontaxable benefits
    $11,070
    Filer's total
    $1,370,562

  • Veronica Scott-Fulton

    Chief Nursing Officer (Beg 06/23)

    Total calculated
    $329,058
    From this org
    $291,038
    From related orgs
    $0
    Other
    $38,020
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $264,426
    Bonus
    $25,000
    Other
    $1,612
    Deferred
    $26,923
    Nontaxable benefits
    $11,097
    Filer's total
    $329,058

  • Wael Haidar MD

    Chief Clinical Officer

    Total calculated
    $2,330,731
    From this org
    $1,850,444
    From related orgs
    $0
    Other
    $480,287
    Hours/week
    42 + 8 related

    Schedule J breakdown matched by us

    Base
    $823,831
    Bonus
    $287,539
    Other
    $739,074
    Deferred
    $466,024
    Nontaxable benefits
    $14,263
    Filer's total
    $2,330,731

  • KENECHUKWU UGOKWE MD

    NEUROSURGEON

    Total calculated
    $2,448,864
    From this org
    $2,384,740
    From related orgs
    $0
    Other
    $64,124
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,160,002
    Bonus
    $1,174,235
    Other
    $50,503
    Deferred
    $37,713
    Nontaxable benefits
    $26,411
    Filer's total
    $2,448,864

  • Manish Patel MD

    Orthopedic Surgeon

    Total calculated
    $2,861,136
    From this org
    $2,831,446
    From related orgs
    $0
    Other
    $29,690
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,149,207
    Bonus
    $1,645,097
    Other
    $37,142
    Deferred
    $3,144
    Nontaxable benefits
    $26,546
    Filer's total
    $2,861,136

  • Paul Smith

    Former Market/Group President (End 01/23)

    Total calculated
    $2,430,814
    From this org
    $2,417,550
    From related orgs
    $0
    Other
    $13,264
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $261,300
    Other
    $2,156,250
    Deferred
    $0
    Nontaxable benefits
    $13,264
    Filer's total
    $2,430,814

  • SAMEH AREBI MD

    Orthopedic Surgeon

    Total calculated
    $2,343,496
    From this org
    $2,271,494
    From related orgs
    $0
    Other
    $72,002
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,742,054
    Bonus
    $417,338
    Other
    $112,102
    Deferred
    $39,039
    Nontaxable benefits
    $32,963
    Filer's total
    $2,343,496

  • ZOHEIR ABDELBAKI MD

    Cardiologist

    Total calculated
    $2,086,890
    From this org
    $2,020,004
    From related orgs
    $0
    Other
    $66,886
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $940,909
    Bonus
    $981,106
    Other
    $97,989
    Deferred
    $28,150
    Nontaxable benefits
    $38,736
    Filer's total
    $2,086,890

  • BRIAN SMITH

    Former President and Chief Operating Officer

    Total calculated
    $3,574,352
    From this org
    $3,501,175
    From related orgs
    $0
    Other
    $73,177
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $421,200
    Other
    $3,079,975
    Deferred
    $43,061
    Nontaxable benefits
    $30,116
    Filer's total
    $3,574,352

  • Jason Siegert

    Former Key, Chief Ventures Officer

    Total calculated
    $910,734
    From this org
    $756,544
    From related orgs
    $0
    Other
    $154,190
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $442,201
    Bonus
    $127,805
    Other
    $186,538
    Deferred
    $121,716
    Nontaxable benefits
    $32,474
    Filer's total
    $910,734

  • Matthew Eversole

    Former Chief Information Officer

    Total calculated
    $558,040
    From this org
    $529,567
    From related orgs
    $0
    Other
    $28,473
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $529,567
    Deferred
    $0
    Nontaxable benefits
    $28,473
    Filer's total
    $558,040

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 · Written employment contract
  • 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. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 1a Travel for companions
Employer provided air travel for personal use was provided to the family members of one officer. 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 three officers and one 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 highest compensated employee. The entire benefit was treated as taxable compensation. Employer paid social club fees on behalf of one officer for business events or meetings held at the club. The social club fees paid for business expenses were not 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, $535,600; Paul Smith, $840,326; Brian Smith, $1,200,000; and Andrea Mazzoccoli, $248,596.
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: Andrea Mazzoccoli, $123,891; Brian Smith, $58,690; Daniel Hurry, $49,684; David A Cannady, $142,786; Deborah Bloomfield, PHD, CPA, $198,976; Donald Kline, $206,000; Donna Abbondandolo, $208,405; Jason Siegert, $48,216; Jason Szczuka, $0; Jerome Judd, $427,314; John Starcher, Jr. JD, $1,171,847; Fr. Joseph Cardone, $65,954; Joseph Gage, Jr. $128,457; Laishy Williams-Carlson, $125,000; Michael Bezney, JD, $170,131; Staci Lucius, $127,106; Wael Haidar, MD, $181,821; Veronica Scott- Fulton, $0; Paul Smith, $547,809.
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. 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; Brian Smith $340,906; John Starcher, Jr. JD $0.
Schedule J, Part I, Line 4b Terms and conditions of the Northern Market SERP
The Northern Market nonqualified supplemental employee retirement plan is for certain highly compensated individuals as determined by the Board of Trustees' Executive Evaluation and Compensation Committee. The plan is no longer accepting new participants and the cessation of contributions has occurred. Participants vest in this plan and receive a benefit under this plan once they have satisfied both of these two conditions: (1) meet the vesting requirements of the applicable qualified plan, and (2) complete a 24-month post-employment non-compete requirement. AMOUNTS INCLUDIBLE IN TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR WERE AS FOLLOWS: Fr. Joseph Cardone, $102,124.
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: Sameh Arebi, MD, $28,229; Kenechukwu Ugokwe, MD, $0; Zoheir Abdelbaki, 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

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
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349301411

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