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Nonprofiteer
← COMMUNITY MERCY HEALTH PARTNERS

Form 990 for tax year 2023

Filed by COMMUNITY MERCY HEALTH PARTNERS.

Totals

Total revenue
$380,001,808
Total expenses
$362,101,100
Contributions and grants received
$1,808,285
Grants paid
$147,543
Program services expenses (Part IX)
$326,601,496
Management and general expenses
$35,499,604
Fundraising expenses
$0
Program service expenses (Part III)
$326,601,496

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADAM GROSHANS

    President and CEO - Springfield

    Total calculated
    $1,013,611
    From this org
    $0
    From related orgs
    $818,509
    Other
    $195,102
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,778 related
    Bonus
    $0 + $141,634 related
    Other
    $0 + $249,097 related
    Deferred
    $0 + $164,542 related
    Nontaxable benefits
    $0 + $30,560 related
    Filer's total
    $0 + $1,013,611 related

  • Marvin Narcelles MD

    Board Secretary, Physician

    Total calculated
    $587,291
    From this org
    $0
    From related orgs
    $546,597
    Other
    $40,694
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,437 related
    Bonus
    $0 + $111,138 related
    Other
    $0 + $83,022 related
    Deferred
    $0 + $29,307 related
    Nontaxable benefits
    $0 + $11,387 related
    Filer's total
    $0 + $587,291 related

  • Michael Greitzer

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • WILLIAM H RAY JR

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Adeleye Annick Edon MD

    Board Member

    Total calculated
    $5,381
    From this org
    $0
    From related orgs
    $5,381
    Other
    $0
    Hours/week
    1 + 2 related

  • Alexander Garvey PHD

    Board Member; Chief Sponsorship Officer - Markets

    Total calculated
    $301,021
    From this org
    $0
    From related orgs
    $253,075
    Other
    $47,946
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,021 related
    Bonus
    $0 + $37,531 related
    Other
    $0 + $55,523 related
    Deferred
    $0 + $19,547 related
    Nontaxable benefits
    $0 + $28,399 related
    Filer's total
    $0 + $301,021 related

  • Jamie McGregor

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jayna Nicole BROWN

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOSEPH GAGE JR JD

    Board Member (Beg 4/23); Chief Human Resource Officer-BSMH

    Total calculated
    $1,578,112
    From this org
    $0
    From related orgs
    $1,331,323
    Other
    $246,789
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,665 related
    Bonus
    $0 + $208,634 related
    Other
    $0 + $510,024 related
    Deferred
    $0 + $211,784 related
    Nontaxable benefits
    $0 + $35,005 related
    Filer's total
    $0 + $1,578,112 related

  • LISA COLE

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Maria Goeser

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Marianne Potina

    Board Member

    Total calculated
    $22,770
    From this org
    $0
    From related orgs
    $22,770
    Other
    $0
    Hours/week
    1 + 3 related

  • Nina Wiley

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RICK FINKBINE

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Truman Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JENELLE ZELINSKI

    CFO - Springfield, Treasurer

    Total calculated
    $353,442
    From this org
    $0
    From related orgs
    $326,885
    Other
    $26,557
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,978 related
    Bonus
    $0 + $54,668 related
    Other
    $0 + $75,239 related
    Deferred
    $0 + $25,182 related
    Nontaxable benefits
    $0 + $1,375 related
    Filer's total
    $0 + $353,442 related

  • Ben Merick

    Market VP, Operations - Springfield

    Total calculated
    $291,357
    From this org
    $238,333
    From related orgs
    $0
    Other
    $53,024
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $170,091
    Bonus
    $39,014
    Other
    $29,228
    Deferred
    $18,906
    Nontaxable benefits
    $34,118
    Filer's total
    $291,357

  • JOSEPH MORMAN MD

    Chief Clinical Officer - Springfield

    Total calculated
    $478,325
    From this org
    $422,656
    From related orgs
    $0
    Other
    $55,669
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $308,123
    Bonus
    $65,434
    Other
    $49,099
    Deferred
    $29,659
    Nontaxable benefits
    $26,010
    Filer's total
    $478,325

  • RHONDA BEANE

    Chief Nursing Officer

    Total calculated
    $349,667
    From this org
    $307,579
    From related orgs
    $0
    Other
    $42,088
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $218,982
    Bonus
    $53,398
    Other
    $35,199
    Deferred
    $21,133
    Nontaxable benefits
    $20,955
    Filer's total
    $349,667

  • Brandon Colwell RN

    Registered Nurse

    Total calculated
    $233,569
    From this org
    $202,421
    From related orgs
    $0
    Other
    $31,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,884
    Bonus
    $0
    Other
    $1,537
    Deferred
    $2,564
    Nontaxable benefits
    $28,584
    Filer's total
    $233,569

  • Brenda Sabwami RN

    Registered Nurse

    Total calculated
    $214,517
    From this org
    $213,004
    From related orgs
    $0
    Other
    $1,513
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,766
    Bonus
    $15,000
    Other
    $8,238
    Deferred
    $1,468
    Nontaxable benefits
    $45
    Filer's total
    $214,517

  • Edna Sabina LAzarte RN

    Registered Nurse

    Total calculated
    $252,401
    From this org
    $220,289
    From related orgs
    $0
    Other
    $32,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,481
    Bonus
    $0
    Other
    $30,808
    Deferred
    $2,631
    Nontaxable benefits
    $29,481
    Filer's total
    $252,401

  • JAMIE HOUSEMAN

    President, Urbana Hospital

    Total calculated
    $237,895
    From this org
    $207,845
    From related orgs
    $0
    Other
    $30,050
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $162,332
    Bonus
    $21,143
    Other
    $24,370
    Deferred
    $7,807
    Nontaxable benefits
    $22,243
    Filer's total
    $237,895

  • Ryan Peck RN

    Registered Nurse

    Total calculated
    $270,194
    From this org
    $240,539
    From related orgs
    $0
    Other
    $29,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,232
    Bonus
    $0
    Other
    $7,307
    Deferred
    $2,730
    Nontaxable benefits
    $26,925
    Filer's total
    $270,194

  • DONALD KLINE

    Former President - Samaritan Group; BSMH COO

    Total calculated
    $1,835,712
    From this org
    $0
    From related orgs
    $1,792,599
    Other
    $43,113
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $959,157 related
    Bonus
    $0 + $276,738 related
    Other
    $0 + $556,704 related
    Deferred
    $0 + $7,224 related
    Nontaxable benefits
    $0 + $35,889 related
    Filer's total
    $0 + $1,835,712 related

  • MATTHEW CALDWELL

    Former President and CEO - Springfield

    Total calculated
    $1,316,181
    From this org
    $0
    From related orgs
    $1,074,551
    Other
    $241,630
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,205 related
    Bonus
    $0 + $179,269 related
    Other
    $0 + $353,077 related
    Deferred
    $0 + $206,531 related
    Nontaxable benefits
    $0 + $35,099 related
    Filer's total
    $0 + $1,316,181 related

  • WILLIAM KUSNIERZ

    Former CFO - Springfield, Treasurer

    Total calculated
    $592,788
    From this org
    $0
    From related orgs
    $548,124
    Other
    $44,664
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,672 related
    Bonus
    $0 + $95,437 related
    Other
    $0 + $89,015 related
    Deferred
    $0 + $34,700 related
    Nontaxable benefits
    $0 + $9,964 related
    Filer's total
    $0 + $592,788 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 — 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 · 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 key employees and three highest compensated employees. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
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 3 Arrangement used to establish the top management official's compensation
Bon Secours Mercy Health, Inc., a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee
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: Matthew Caldwell, $94,942; William Kusnierz, $30,837; Adam Groshans, $61,582; Jenelle Zelinski, $19,376; Rhonda Beane, $17,785; Donald Kline, $206,000; Ben Merick, $0; Joseph Morman, MD, $0; Joseph Gage, Jr., $128,457; Alexander Garvey, Ph.D, $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. 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. The amounts includible as taxable compensation for the listed individuals due to SERP participation in the reporting year are as follows: Marvin Narcelles, MD, $25,561; Joseph Morman, MD, $14,175.
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. Amount includible in taxable compensation for listed participating individual in the reporting year is as follow: Donald Kline $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: Joseph Gage, Jr. $0.
Schedule J, Part I, Line 4b Terms and Conditions of the Springfield Market SERP
The Community Mercy Health Partners SERP plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the CMHP Committee. The plan is no longer accepting new participants and cessation of contributions has occurred. Participants vest the later of five years of active service or the second anniversary of his or her separation from service with the employer. Vesting occurs earlier for death or total disability. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. The amount includible as taxable compensation for the listed individuals due to SERP participation in the reporting year are as follows: Marianne Potina, $22,770.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
The organization provides annual incentive compensation for listed individuals. The organization's Board of Trustees establishes objective thresholds for quality, community benefit, and financial performance which must be achieved for incentives to be awarded. The Board also establishes threshold, target and maximum levels for incentive awards. Within these established parameters, the Board determines the CEO's incentive award and incentive awards for other listed individuals are determined by the listed individual's supervisor and disclosed to the Board. The Board may authorize modified incentive awards when appropriate in its judgment.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433119349300223

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