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Nonprofiteer
← MHM SUPPORT SERVICES

Form 990 for tax year 2023

Filed by MHM SUPPORT SERVICES.

Totals

Total revenue
$1,540,453,031
Total expenses
$1,636,338,957
Contributions and grants received
$923,878
Grants paid
$1,404,024
Program service revenue
$1,493,688,371
Investment income
$8,285,405
Other revenue
$37,555,377
Total assets, end of year
$848,893,022
Total liabilities, end of year
$1,370,009,651
Net assets or fund balances, end of year
-$521,116,629
Program services expenses (Part IX)
$1,636,338,957
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,636,338,957

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brian Day

    SVP, Financial Ops & Planning & Treasurer

    Total calculated
    $1,129,532
    From this org
    $1,019,930
    From related orgs
    $0
    Other
    $109,602
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $475,800
    Bonus
    $501,853
    Other
    $42,277
    Deferred
    $89,947
    Nontaxable benefits
    $19,655
    Filer's total
    $1,129,532

  • Philip Wheeler

    SVP, General Counsel & Secretary

    Total calculated
    $2,237,054
    From this org
    $2,211,200
    From related orgs
    $0
    Other
    $25,854
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $754,985
    Bonus
    $1,448,731
    Other
    $7,484
    Deferred
    $14,435
    Nontaxable benefits
    $11,419
    Filer's total
    $2,237,054

  • Shannon Sock

    EVP, CSO & COO, President

    Total calculated
    $3,448,330
    From this org
    $3,118,808
    From related orgs
    $0
    Other
    $329,522
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $1,235,046
    Bonus
    $1,687,800
    Other
    $195,962
    Deferred
    $313,050
    Nontaxable benefits
    $16,472
    Filer's total
    $3,448,330

  • Jennifer Brown

    SVP & Chief Legal Officer (START 6/12/24)

    Total calculated
    $0
    Hours/week
    25 + 25 related

  • Ajay Pathak

    SVP, Chief Strategic Ventures Officer

    Total calculated
    $959,955
    From this org
    $869,698
    From related orgs
    $0
    Other
    $90,257
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $496,698
    Bonus
    $349,105
    Other
    $23,895
    Deferred
    $78,442
    Nontaxable benefits
    $11,815
    Filer's total
    $959,955

  • Betty Jo Rocchio

    SVP, Chief Nurse Executive

    Total calculated
    $1,261,836
    From this org
    $1,178,849
    From related orgs
    $0
    Other
    $82,987
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $475,174
    Bonus
    $648,942
    Other
    $54,733
    Deferred
    $81,856
    Nontaxable benefits
    $1,131
    Filer's total
    $1,261,836

  • Catherine Codispoti

    Senior VP, Chief People Officer

    Total calculated
    $295,484
    From this org
    $295,484
    From related orgs
    $0
    Other
    $0
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $43,077
    Bonus
    $0
    Other
    $252,407
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $295,484

  • Cheryl L Matejka

    Chief Financial Officer, Mercy Health

    Total calculated
    $1,733,437
    From this org
    $1,593,070
    From related orgs
    $0
    Other
    $140,367
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $710,092
    Bonus
    $828,245
    Other
    $54,733
    Deferred
    $125,167
    Nontaxable benefits
    $15,200
    Filer's total
    $1,733,437

  • Cynthia Mercer

    EVP, Chief Administrative Officer

    Total calculated
    $4,021,577
    From this org
    $3,887,570
    From related orgs
    $0
    Other
    $134,007
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $362,246
    Bonus
    $3,080,633
    Other
    $444,691
    Deferred
    $129,964
    Nontaxable benefits
    $4,043
    Filer's total
    $4,021,577

  • Dave Thompson

    SVP, Population Health & President, Contracted Revenue

    Total calculated
    $1,301,451
    From this org
    $1,193,253
    From related orgs
    $0
    Other
    $108,198
    Hours/week
    56 + 2 related

    Schedule J breakdown matched by us

    Base
    $586,068
    Bonus
    $502,131
    Other
    $105,054
    Deferred
    $89,237
    Nontaxable benefits
    $18,961
    Filer's total
    $1,301,451

  • Jeffrey Ciaramita MD

    President, Specialty Service Lines

    Total calculated
    $2,141,295
    From this org
    $1,980,146
    From related orgs
    $0
    Other
    $161,149
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $871,442
    Bonus
    $1,065,148
    Other
    $43,556
    Deferred
    $145,277
    Nontaxable benefits
    $15,872
    Filer's total
    $2,141,295

  • John G Helton MD

    President, Primary Care

    Total calculated
    $1,780,500
    From this org
    $1,605,300
    From related orgs
    $0
    Other
    $175,200
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $846,768
    Bonus
    $703,559
    Other
    $54,973
    Deferred
    $155,545
    Nontaxable benefits
    $19,655
    Filer's total
    $1,780,500

  • John Mohart MD

    President, Community Operations

    Total calculated
    $1,995,734
    From this org
    $1,816,702
    From related orgs
    $0
    Other
    $179,032
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $923,254
    Bonus
    $838,235
    Other
    $55,213
    Deferred
    $159,013
    Nontaxable benefits
    $20,019
    Filer's total
    $1,995,734

  • Joseph Kelly

    EVP, Digital Transformation & Business Development Officer

    Total calculated
    $1,933,086
    From this org
    $1,792,659
    From related orgs
    $0
    Other
    $140,427
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $707,226
    Bonus
    $1,031,299
    Other
    $54,134
    Deferred
    $121,008
    Nontaxable benefits
    $19,419
    Filer's total
    $1,933,086

  • Kevin Minder

    SVP, Mission & Community Health

    Total calculated
    $1,090,472
    From this org
    $1,021,786
    From related orgs
    $0
    Other
    $68,686
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $320,099
    Bonus
    $646,705
    Other
    $54,982
    Deferred
    $61,274
    Nontaxable benefits
    $7,412
    Filer's total
    $1,090,472

  • Stephen L Mackin

    President, Mercy Health CEO

    Total calculated
    $5,580,954
    From this org
    $5,005,266
    From related orgs
    $0
    Other
    $575,688
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $1,801,698
    Bonus
    $3,145,234
    Other
    $58,334
    Deferred
    $556,288
    Nontaxable benefits
    $19,400
    Filer's total
    $5,580,954

  • Andrew Runge

    COO, Mercy Hospital St. Louis

    Total calculated
    $874,765
    From this org
    $779,447
    From related orgs
    $0
    Other
    $95,318
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $400,215
    Bonus
    $313,049
    Other
    $66,183
    Deferred
    $75,169
    Nontaxable benefits
    $20,149
    Filer's total
    $874,765

  • David Ott

    President, Commercial Contracting

    Total calculated
    $777,839
    From this org
    $767,271
    From related orgs
    $0
    Other
    $10,568
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $440,210
    Bonus
    $232,553
    Other
    $94,508
    Deferred
    $3,050
    Nontaxable benefits
    $7,518
    Filer's total
    $777,839

  • Jacquelynn Richmond

    SVP, Deputy General Counsel

    Total calculated
    $1,659,657
    From this org
    $1,551,497
    From related orgs
    $0
    Other
    $108,160
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $529,328
    Bonus
    $878,926
    Other
    $143,243
    Deferred
    $100,614
    Nontaxable benefits
    $7,546
    Filer's total
    $1,659,657

  • Joseph Kahn MD

    President Mercy Kids

    Total calculated
    $839,331
    From this org
    $816,076
    From related orgs
    $0
    Other
    $23,255
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,996
    Bonus
    $164,398
    Other
    $649,682
    Deferred
    $23,255
    Nontaxable benefits
    $0
    Filer's total
    $839,331

  • Matt Wright

    President, Orthopedic Surgery and Sports Medicine

    Total calculated
    $1,103,391
    From this org
    $1,016,655
    From related orgs
    $0
    Other
    $86,736
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $383,754
    Bonus
    $391,561
    Other
    $241,340
    Deferred
    $68,844
    Nontaxable benefits
    $17,892
    Filer's total
    $1,103,391

  • James Britton

    Former Key Employee

    Total calculated
    $2,806,792
    From this org
    $2,570,286
    From related orgs
    $0
    Other
    $236,506
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $1,909,017
    Bonus
    $593,332
    Other
    $67,937
    Deferred
    $224,340
    Nontaxable benefits
    $12,166
    Filer's total
    $2,806,792

  • Jeffrey A Johnston

    Former Key Employee

    Total calculated
    $1,327,575
    From this org
    $1,316,754
    From related orgs
    $0
    Other
    $10,821
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $1,300,000
    Other
    $16,754
    Deferred
    $10,821
    Nontaxable benefits
    $0
    Filer's total
    $1,327,575

  • Marc Gunter

    Former Key Employee

    Total calculated
    $477,249
    From this org
    $449,873
    From related orgs
    $0
    Other
    $27,376
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $420,659
    Bonus
    $0
    Other
    $29,214
    Deferred
    $12,559
    Nontaxable benefits
    $14,817
    Filer's total
    $477,249

  • Ron Trulove

    Former Key Employee

    Total calculated
    $517,425
    From this org
    $478,574
    From related orgs
    $0
    Other
    $38,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $414,592
    Bonus
    $0
    Other
    $63,982
    Deferred
    $24,738
    Nontaxable benefits
    $14,113
    Filer's total
    $517,425

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 · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

Schedule J, Part I, Line 1a First-class or charter travel
CHARTER TRAVEL IS PROVIDED TO CERTAIN EMPLOYEES AS AND WHEN APPROPRIATE, AND AS DEEMED NECESSARY FOR BUSINESS TRAVEL. AFTER CHARTER TRAVEL APPROVAL HAS BEEN GRANTED IN ACCORDANCE WITH THE FINANCIAL JUSTIFICATION PROCESS, THE APPROVED CHARTER TRAVEL FOR BUSINESS IS A REIMBURSABLE EXPENSE WHICH IS NOT TAXABLE TO THE EMPLOYEES. THERE WERE 19 EMPLOYEES (3 BOARD MEMBER & OFFICERS, 12 KEY EMPLOYEES, 3 HIGHEST COMPENSATED EMPLOYEES, AND ONE FORMER KEY EMPLOYEE) WHO RECEIVED THIS BENEFIT DURING THE YEAR. IN ANY CIRCUMSTANCE IN WHICH CHARTER TRAVEL IS MADE AVAILABLE TO EMPLOYEES AND/OR SPOUSES/GUESTS FOR PERSONAL REASONS, MERCY POLICY REQUIRES TRACKING OF SUCH USE AND TAXATION OF THE EMPLOYEE(S) ACCORDINGLY. THERE WERE 2 KEY EMPLOYEES WHO RECEIVED THIS BENEFIT DURING THE YEAR. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, A RETREAT WAS HELD IN IRELAND THAT CERTAIN MERCY REPRESENTATIVES ATTENDED. SPOUSES/GUESTS OF THESE INDIVIDUALS WERE ALLOWED ON THE TRIP, AND THE VALUE OF THE TRIP WAS IMPUTED AND INCLUDED IN FORM W-2'S WHICH WERE ISSUED TO THE REPRESENTATIVES. TWO LISTED INDIVIDUALS (KEY EMPLOYEES) RECEIVED THIS BENEFIT. LIMITED INSTANCES OF TAX GROSS-UPS OCCURED WITH RESPECT TO EXECUTIVES. HOUSING BENEFITS ARE PROVIDED THROUGH A RELOCATION PROGRAM IN ACCORDANCE WITH COMPANY POLICY. SUCH BENEFITS ARE SUBJECT TO TAX TO THE EMPLOYEE. PAYMENT BY THE COMPANY OF COSTS FOR TEMPORARY HOUSING BY EMPLOYEES FOR THE CONVENIENCE OF THE COMPANY IS MADE IN ACCORDANCE WITH THE CO-WORKER TRAVEL AND OTHER EXPENSE POLICY AND PROCEDURES. AS A REIMBURSABLE EXPENSE, THIS TYPE OF LODGING IS NOT TAXABLE TO THE EMPLOYEE. TWO LISTED INDIVIDUALS (A KEY EMPLOYEE AND A HIGHEST COMPENSATED EMPLOYEE) RECEIVED THIS BENEFIT DURING THE YEAR.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
MHM SUPPORT SERVICES RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAY FROM THE ORGANIZATION DURING CALENDAR YEAR 2023: CYNTHIA MERCER - $403,274 JOSEPH KAHN, MD - $546,292 JEFF JOHNSTON - $16,754
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
MERCY HEALTH OFFERS SUPPLEMENTAL RETIREMENT PLANS TO CERTAIN EXECUTIVES WHICH PROVIDE BENEFITS UPON VESTING DATE BASED ON COMPENSATION, AGE AT THE TIME OF BENEFIT COMMENCEMENT, LENGTH OF SERVICE WITH THE COMPANY AND/OR ITS AFFILIATES AND LENGTH OF TENURE IN THE PLAN. THE PLANS ARE CLOSED TO NEW ENTRANTS. THE INDIVIDUALS REPORTABLE ON THIS RETURN WHO PARTICIPATE IN THE SUPPLEMENTAL RETIREMENT PLANS INCLUDE: JAMES BRITTON AND SHANNON SOCK. THE AMOUNT OF ALL ACCRUED BENEFITS IS INCLUDED IN COMPENSATION AMOUNTS PROVIDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYOUTS FROM THE PLANS DURING THE YEAR: - JAMES BRITTON - $22,481 - SHANNON SOCK - $164,768
Schedule J, Part II
THE AMOUNTS REPORTED FOR BRIAN DAY, SHANNON SOCK, PHILLIP WHEELER, DR. JEFFREY CIARAMITA, JOSEPH KELLY, CHERYL MATEJKA, CYNTHIA MERCER, DR. JOSEPH KAHN, JACQUELYNN RICHMOND, BETTY JO ROCCHIO, JAMES BRITTON, DAVID OTT, MATTHEW WRIGHT AND ANDREW RUNGE IN COLUMN (F) ARE EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND/OR THE EXECUTIVE RETENTION PLAN AND WERE INCLUDED IN COLUMN (C) OF PREVIOUSLY FILED FORMS 990.

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.

  • Mercy Network LLC

    Management · MO · income $0 · assets $0

    Directly controlled by MHM SUPPORT SERVICES

  • Mercy Pharmacy Services LLC

    Retail Pharmacy · MO · income $27,082,619 · assets $69,101,342

    Directly controlled by MHM SUPPORT SERVICES

  • Mercy QOF LLC

    Inactive · MO · income $0 · assets $0

    Directly controlled by MHM SUPPORT SERVICES

  • Mercy QOFX LLC

    Inactive · MO · income $0 · assets $0

    Directly controlled by MHM SUPPORT SERVICES

  • Mercy South ASC LLC

    All other ambulatory health care services · MO · income $6,232,011 · assets $3,902,341

    Directly controlled by MHM SUPPORT SERVICES

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
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349304301

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