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Nonprofiteer
← COMMUNITY MERCY HEALTH PARTNERS

Form 990 for tax year 2024

Filed by COMMUNITY MERCY HEALTH PARTNERS.

Totals

Total revenue
$392,510,312
Total expenses
$383,027,138
Contributions and grants received
$1,275,380
Grants paid
$191,039
Program services expenses (Part IX)
$345,168,236
Management and general expenses
$37,858,902
Fundraising expenses
$0
Program service expenses (Part III)
$345,168,236

Program services were 90.1% 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
    $1,129,104
    From this org
    $0
    From related orgs
    $915,346
    Other
    $213,758
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,527 related
    Bonus
    $0 + $204,038 related
    Other
    $0 + $269,781 related
    Deferred
    $0 + $179,318 related
    Nontaxable benefits
    $0 + $34,440 related
    Filer's total
    $0 + $1,129,104 related

  • Marvin Narcelles MD

    Board Secretary, Physician

    Total calculated
    $541,839
    From this org
    $0
    From related orgs
    $503,922
    Other
    $37,917
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,799 related
    Bonus
    $0 + $113,863 related
    Other
    $0 + $75,260 related
    Deferred
    $0 + $27,114 related
    Nontaxable benefits
    $0 + $10,803 related
    Filer's total
    $0 + $541,839 related

  • Michael Greitzer

    Chair (Beg 01/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Nina Wiley

    Vice Chair (Beg 01/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Adeleye Annick Edon MD

    Board Member

    Total calculated
    $950
    From this org
    $0
    From related orgs
    $950
    Other
    $0
    Hours/week
    1 + 2 related

  • Alexander Garvey PHD

    Board Member; Chief Sponsorship Officer - Markets

    Total calculated
    $334,561
    From this org
    $0
    From related orgs
    $278,165
    Other
    $56,396
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,656 related
    Bonus
    $0 + $55,812 related
    Other
    $0 + $56,697 related
    Deferred
    $0 + $24,417 related
    Nontaxable benefits
    $0 + $31,979 related
    Filer's total
    $0 + $334,561 related

  • Denise Rodney MD

    Board Member (Beg 01/24), Physician

    Total calculated
    $398,273
    From this org
    $0
    From related orgs
    $370,307
    Other
    $27,966
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,687 related
    Bonus
    $0 + $110,742 related
    Other
    $0 + $33,878 related
    Deferred
    $0 + $25,259 related
    Nontaxable benefits
    $0 + $2,707 related
    Filer's total
    $0 + $398,273 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; Chief Human Resource Officer-BSMH

    Total calculated
    $1,778,346
    From this org
    $0
    From related orgs
    $1,480,052
    Other
    $298,294
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $662,273 related
    Bonus
    $0 + $303,480 related
    Other
    $0 + $514,299 related
    Deferred
    $0 + $257,687 related
    Nontaxable benefits
    $0 + $40,607 related
    Filer's total
    $0 + $1,778,346 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
    $0
    Hours/week
    1 + 2 related

  • Rick Finkbine

    Board Member (End 12/24)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Truman Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • William H Ray Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JENELLE ZELINSKI

    CFO - Springfield, Treasurer

    Total calculated
    $389,732
    From this org
    $0
    From related orgs
    $359,404
    Other
    $30,328
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,316 related
    Bonus
    $0 + $79,196 related
    Other
    $0 + $76,892 related
    Deferred
    $0 + $27,695 related
    Nontaxable benefits
    $0 + $2,633 related
    Filer's total
    $0 + $389,732 related

  • Ben Merick

    Market VP, Operations - Springfield

    Total calculated
    $338,919
    From this org
    $275,976
    From related orgs
    $0
    Other
    $62,943
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,035
    Bonus
    $56,473
    Other
    $30,468
    Deferred
    $24,892
    Nontaxable benefits
    $38,051
    Filer's total
    $338,919

  • Joseph Morman

    Chief Clinical Officer - Springfield

    Total calculated
    $593,408
    From this org
    $556,129
    From related orgs
    $0
    Other
    $37,279
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $319,380
    Bonus
    $94,231
    Other
    $142,518
    Deferred
    $8,400
    Nontaxable benefits
    $28,879
    Filer's total
    $593,408

  • Rhonda Beane

    Chief Nursing Officer

    Total calculated
    $390,835
    From this org
    $339,127
    From related orgs
    $0
    Other
    $51,708
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,511
    Bonus
    $76,256
    Other
    $42,360
    Deferred
    $26,674
    Nontaxable benefits
    $25,034
    Filer's total
    $390,835

  • Brandon Colwell

    Registered Nurse

    Total calculated
    $284,746
    From this org
    $249,060
    From related orgs
    $0
    Other
    $35,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,075
    Bonus
    $21,880
    Other
    $5,105
    Deferred
    $2,430
    Nontaxable benefits
    $33,256
    Filer's total
    $284,746

  • Jamie Houseman

    President, Urbana Hospital

    Total calculated
    $256,640
    From this org
    $226,329
    From related orgs
    $0
    Other
    $30,311
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,450
    Bonus
    $30,547
    Other
    $32,332
    Deferred
    $6,172
    Nontaxable benefits
    $24,139
    Filer's total
    $256,640

  • Kim Sowards

    House Supervisor

    Total calculated
    $247,893
    From this org
    $228,958
    From related orgs
    $0
    Other
    $18,935
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,392
    Bonus
    $14,046
    Other
    $32,520
    Deferred
    $6,119
    Nontaxable benefits
    $12,816
    Filer's total
    $247,893

  • Robbie Owens

    Registered Nurse

    Total calculated
    $208,169
    From this org
    $199,042
    From related orgs
    $0
    Other
    $9,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,223
    Bonus
    $2,656
    Other
    $24,163
    Deferred
    $5,473
    Nontaxable benefits
    $3,654
    Filer's total
    $208,169

  • Ryan Peck

    Registered Nurse

    Total calculated
    $321,858
    From this org
    $280,629
    From related orgs
    $0
    Other
    $41,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,651
    Bonus
    $23,795
    Other
    $12,183
    Deferred
    $6,692
    Nontaxable benefits
    $34,537
    Filer's total
    $321,858

  • Donald Kline

    Former President, Samaritan Group, BSMH COO

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

    Schedule J breakdown matched by us

    Base
    $0 + $989,175 related
    Bonus
    $0 + $500,580 related
    Other
    $0 + $766,996 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $41,951 related
    Filer's total
    $0 + $2,307,102 related

  • MATTHEW CALDWELL

    Former President and CEO - Springfield

    Total calculated
    $1,398,944
    From this org
    $0
    From related orgs
    $1,140,880
    Other
    $258,064
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,401 related
    Bonus
    $0 + $243,567 related
    Other
    $0 + $342,912 related
    Deferred
    $0 + $215,736 related
    Nontaxable benefits
    $0 + $42,328 related
    Filer's total
    $0 + $1,398,944 related

  • WILLIAM KUSNIERZ

    Former CFO/Treasurer - Springfield

    Total calculated
    $637,693
    From this org
    $0
    From related orgs
    $584,849
    Other
    $52,844
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,896 related
    Bonus
    $0 + $119,889 related
    Other
    $0 + $94,064 related
    Deferred
    $0 + $40,598 related
    Nontaxable benefits
    $0 + $12,246 related
    Filer's total
    $0 + $637,693 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 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. 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: Matthew Caldwell, $98,328; William Kusnierz, $34,256; Adam Groshans, $75,487; Jenelle Zelinski, $19,775; Rhonda Beane, $18,095; Donald Kline, $212,180; Ben Merick, $0; Joseph Morman, MD, $74,229; Joseph Gage, Jr., $138,734; 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. 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. The amounts includible as taxable compensation IN SCHEDULE J, COLUMN (B)(III) for the listed individuals due to SERP participation in the reporting year are as follows: Marvin Narcelles, MD, $20,166; Joseph Morman, MD, $30,656; Denise Rodney, 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. 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 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
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202543179349305474

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