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Nonprofiteer
← MERCY COLLEGE OF OHIO

Form 990 for tax year 2023

Filed by MERCY COLLEGE OF OHIO.

Totals

Total revenue
$21,522,312
Total expenses
$24,047,738
Contributions and grants received
$1,076,382
Grants paid
$2,252,257
Program services expenses (Part IX)
$20,351,280
Management and general expenses
$3,696,458
Fundraising expenses
$0
Program service expenses (Part III)
$20,351,280

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH PETTEE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SR NANCY MERKLE RSM

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • STEVEN SONDERGAARD

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • SUSAN WAJERT

    Secretary, MCO PRESIDENT

    Total calculated
    $348,060
    From this org
    $334,435
    From related orgs
    $0
    Other
    $13,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,569
    Bonus
    $55,322
    Other
    $57,544
    Deferred
    $3,059
    Nontaxable benefits
    $10,566
    Filer's total
    $348,060

  • BARBARA DIANDA-MARTIN

    BOARD MEMBER (End 06/23)

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Webber

    Board Member (End 11/23)

    Total calculated
    $0
    Hours/week
    1

  • DIANA COLAIANNI

    Board Member (End 06/23)

    Total calculated
    $0
    Hours/week
    1

  • Jeffery Swartz MD

    Board Member (Beg 09/23); Physician

    Total calculated
    $267,208
    From this org
    $0
    From related orgs
    $238,348
    Other
    $28,860
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,170 related
    Bonus
    $0 + $42,560 related
    Other
    $0 + $49,618 related
    Deferred
    $0 + $2,229 related
    Nontaxable benefits
    $0 + $26,631 related
    Filer's total
    $0 + $267,208 related

  • JEFFREY DEMPSEY

    Board Member, President, MSVMC

    Total calculated
    $557,903
    From this org
    $0
    From related orgs
    $488,860
    Other
    $69,043
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,575 related
    Bonus
    $0 + $80,497 related
    Other
    $0 + $83,788 related
    Deferred
    $0 + $39,010 related
    Nontaxable benefits
    $0 + $30,033 related
    Filer's total
    $0 + $557,903 related

  • Jill Trosin

    Board Member (Beg 09/23)

    Total calculated
    $0
    Hours/week
    1

  • JODI PAHL

    Board Member, CNO

    Total calculated
    $571,829
    From this org
    $0
    From related orgs
    $483,149
    Other
    $88,680
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,146 related
    Bonus
    $0 + $94,686 related
    Other
    $0 + $66,317 related
    Deferred
    $0 + $52,481 related
    Nontaxable benefits
    $0 + $36,199 related
    Filer's total
    $0 + $571,829 related

  • KATHLEEN HABIG NIPPERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARRY BOYER

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Larry DAVEnport

    Board Member (End 06/23)

    Total calculated
    $0
    Hours/week
    1

  • LIZ MCGARRY

    BOARD MEMBER, DIRECTOR OF DEVT - HOV

    Total calculated
    $119,983
    From this org
    $0
    From related orgs
    $107,158
    Other
    $12,825
    Hours/week
    1 + 39 related

  • RANDALL SCHLIEVERT MD

    Board Member, VP Academic Affairs

    Total calculated
    $469,576
    From this org
    $0
    From related orgs
    $427,290
    Other
    $42,286
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,109 related
    Bonus
    $0 + $75,650 related
    Other
    $0 + $59,531 related
    Deferred
    $0 + $31,975 related
    Nontaxable benefits
    $0 + $10,311 related
    Filer's total
    $0 + $469,576 related

  • Rick Rudnicki

    Board Member (Beg 09/23)

    Total calculated
    $0
    Hours/week
    1

  • SR JUDITH MOUCH RSM

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Buckenmeyer

    Board Member (Beg 09/23)

    Total calculated
    $0
    Hours/week
    1

  • SUZETTE COWELL

    Board Member (End 06/23)

    Total calculated
    $0
    Hours/week
    1

  • THOMAS STUCKEY

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • THOMAS WELCH MD

    Board Member (End 06/23)

    Total calculated
    $0
    Hours/week
    1

  • BARBARA STOOS

    Dean, Science & Allied Health

    Total calculated
    $163,684
    From this org
    $142,334
    From related orgs
    $0
    Other
    $21,350
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,541
    Bonus
    $7,271
    Other
    $32,522
    Deferred
    $9,908
    Nontaxable benefits
    $11,442
    Filer's total
    $163,684

  • DAWN LABARBERA

    DIRECTOR, PHYS ASSIST. PROGRAM

    Total calculated
    $168,867
    From this org
    $139,264
    From related orgs
    $0
    Other
    $29,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,200
    Bonus
    $3,836
    Other
    $23,228
    Deferred
    $2,231
    Nontaxable benefits
    $27,372
    Filer's total
    $168,867

  • KIMBERLY WATSON

    DEAN, HEALTH SCIENCE PROGRAM

    Total calculated
    $167,104
    From this org
    $143,137
    From related orgs
    $0
    Other
    $23,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,333
    Bonus
    $7,464
    Other
    $23,340
    Deferred
    $12,013
    Nontaxable benefits
    $11,954
    Filer's total
    $167,104

  • MANUEL MARTINEZ PhD

    VP, Academic Affairs & Dean of Faculty

    Total calculated
    $209,545
    From this org
    $197,236
    From related orgs
    $0
    Other
    $12,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,425
    Bonus
    $0
    Other
    $21,811
    Deferred
    $1,208
    Nontaxable benefits
    $11,101
    Filer's total
    $209,545

  • Marc Adkins

    VP, Student Affairs

    Total calculated
    $166,663
    From this org
    $139,722
    From related orgs
    $0
    Other
    $26,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,630
    Bonus
    $7,598
    Other
    $12,494
    Deferred
    $2,234
    Nontaxable benefits
    $24,707
    Filer's total
    $166,663

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 · Housing allowance or residence for personal use
  • 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 one board member/officer. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
Employer provided temporary housing for one highest compensated employee related to employee relocation. The entire benefit was 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/President: 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 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 as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Jeffrey Dempsey $0; Randall Schlievert, MD $0.
Schedule J, Part I, Line 4a 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: Jeffery Swartz, MD, $10,573.
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. 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: Susan Wajert $19,243; Jeffrey Dempsey $27,811; Randall Schlievert, MD $26,414; Jodi Pahl, $29,153.
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

No itemized grants to organizations 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
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349306060

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