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Nonprofiteer
← BON SECOURS MERCY HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by BON SECOURS MERCY HEALTH FOUNDATION.

Totals

Total revenue
$87,017,211
Total expenses
$51,960,519
Contributions and grants received
$71,067,702
Grants paid
$33,713,099
Program services expenses (Part IX)
$33,713,099
Management and general expenses
$8,840,869
Fundraising expenses
$9,406,551
Program service expenses (Part III)
$33,713,099

Program services were 64.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Floyd Trouten

    Vice Chair (Beg 01/24)

    Total calculated
    $0
    Hours/week
    1

  • John H Harris III

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Lynn Hammerstrom

    Secretary (Beg 01/24)

    Total calculated
    $0
    Hours/week
    1

  • Michael Bice

    Treasurer (Beg 01/24)

    Total calculated
    $0
    Hours/week
    1

  • Timothy Koder

    Board Member, Foundation President

    Total calculated
    $567,439
    From this org
    $529,772
    From related orgs
    $0
    Other
    $37,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,267
    Bonus
    $124,697
    Other
    $100,808
    Deferred
    $13,494
    Nontaxable benefits
    $24,173
    Filer's total
    $567,439

  • Betsy Lambert

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Germaine Bennett

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeannine Stephenson Buffong

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Yeagley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Burns

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Sharp

    Board Member (Beg 01/24)

    Total calculated
    $0
    Hours/week
    1

  • Karen M Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Linda Rigsby ESQ

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BEZNEY JD

    Board Member, Chief Legal Officer & General Counsel

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

    Schedule J breakdown matched by us

    Base
    $0 + $839,658 related
    Bonus
    $0 + $421,075 related
    Other
    $0 + $1,219,114 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $29,707 related
    Filer's total
    $0 + $2,517,954 related

  • Robert Matthews

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Fran Repka

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Millie Ely

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Patricia Eck CBS

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steven S Savage

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ann Carpin

    Richmond Foundation President

    Total calculated
    $302,521
    From this org
    $266,536
    From related orgs
    $0
    Other
    $35,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,920
    Bonus
    $45,582
    Other
    $50,034
    Deferred
    $13,264
    Nontaxable benefits
    $22,721
    Filer's total
    $302,521

  • BRAD BLANDIN

    VP, Charitable Estate and Gift Planning

    Total calculated
    $325,809
    From this org
    $266,270
    From related orgs
    $0
    Other
    $59,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,711
    Bonus
    $42,480
    Other
    $52,079
    Deferred
    $23,185
    Nontaxable benefits
    $36,354
    Filer's total
    $325,809

  • Eric Lemen

    VP, Foundation Solutions

    Total calculated
    $313,617
    From this org
    $276,476
    From related orgs
    $0
    Other
    $37,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,617
    Bonus
    $42,821
    Other
    $49,038
    Deferred
    $23,216
    Nontaxable benefits
    $13,925
    Filer's total
    $313,617

  • Paul Homick

    Youngstown Foundation President

    Total calculated
    $300,516
    From this org
    $265,193
    From related orgs
    $0
    Other
    $35,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,144
    Bonus
    $16,052
    Other
    $37,997
    Deferred
    $23,799
    Nontaxable benefits
    $11,524
    Filer's total
    $300,516

  • Scott Pember

    Lorain Foundation President

    Total calculated
    $289,689
    From this org
    $257,215
    From related orgs
    $0
    Other
    $32,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,828
    Bonus
    $50,955
    Other
    $42,432
    Deferred
    $6,486
    Nontaxable benefits
    $25,988
    Filer's total
    $289,689

  • Becky Sittason

    Former Secretary, System Director Donor Engagement

    Total calculated
    $240,913
    From this org
    $222,193
    From related orgs
    $0
    Other
    $18,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,656
    Bonus
    $28,977
    Other
    $48,560
    Deferred
    $6,003
    Nontaxable benefits
    $12,717
    Filer's total
    $240,913

  • TRAVIS CRUM

    Former Treasurer, BSMH CFO

    Total calculated
    $1,621,878
    From this org
    $0
    From related orgs
    $1,439,506
    Other
    $182,372
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,126 related
    Bonus
    $0 + $155,504 related
    Other
    $0 + $780,876 related
    Deferred
    $0 + $146,256 related
    Nontaxable benefits
    $0 + $36,116 related
    Filer's total
    $0 + $1,621,878 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

  • 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 3 Arrangement used to establish the top management official's compensation
Bon Secours Mercy Health Foundation relies upon Bon Secours Mercy Health to establish compensation of the organization's President. Bon Secours Mercy Health utilized a compensation committee, an independent compensation consultant, a compensation survey or study, and approval by board or compensation committee to establish the top management official's compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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 DELEGATES. IT PROVIDES ANNUAL CREDITS OF A SPECIFICED PERCENTAGE OF COMPENSATION AND ANNUAL INTEREST CREDITS. PARTICIPANTS VEST 50%, 75%, AND 100% IN THEIR ACCOUNTS AFTER 5, 6, AND 7 YEARS OF SERVICE, RESPECTFULLY. VESTING OCCURS EARLIER FOR DEATH OR TOTAL DISABILITY OR REACHING AGE 60 WHILE EMPLOYED, OR INVOLUNTARY TERMINATION OF EMPLOYMENT WITHIN 24 MONTHS AFTER A CHNAGE IN CONTROL OF THE ORGANIZATION OR DUE TO POSITION ELIMIATION. PAYMENTS DURING EMPLOYMENT ARE MADE FOR REQUIRED TAX WITHHOLDINGS. PAYMENT 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: MICHAEL BEZNEY $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
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: Travis Crum, $46,685; Timothy Koder, $36,637; Paul Homick, $18,853; Michael Bezney, $180,339; Eric Lemen, $16,502; Ann Carpin, $16,699; Bradley Blandin, $16,948; Scott Pember, $14,874.
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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
21 October 2025
IRS schema version
2024v5.1
Source object
202532949349300518

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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