ASSUMPTION VILLAGE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ASSUMPTION VILLAGE (EIN 34-1013695)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349301041
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T17:09:32-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341013695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Assumption Village | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSU | BusinessNameControlTxt |
| Phone | 3305490740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 Market Street | AddressLine1Txt |
| City | North Lima | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44452 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony Seminaro | PersonNm |
| Person Title | Region CFO | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald Kline | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 BELMONT AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,540,100 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.HMPartners.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE ASSUMPTION VILLAGE OFFERS BOTH ASSISTED LIVING AND LONG-TERM NURSING CARE FOR PATIENTS IN A COMFORTABLE AND WARM ATMOSPHERE. IT IS MEDICARE AND MEDICAID APPROVED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 278 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $73,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,865,941 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,302,530 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $228,674 | PYOtherRevenueAmt |
| CY Other Revenue | $237,570 | CYOtherRevenueAmt |
| PY Total Revenue | $14,168,583 | PYTotalRevenueAmt |
| CY Total Revenue | $14,540,100 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,560,226 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,702,064 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,535,852 | PYOtherExpensesAmt |
| CY Other Expenses | $6,611,195 | CYOtherExpensesAmt |
| PY Total Expenses | $15,096,078 | PYTotalExpensesAmt |
| CY Total Expenses | $15,313,259 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$927,495 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$773,159 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,880,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,981,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,901,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,728,397 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,979,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,253,047 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Assumption Village extends the healing ministry of Jesus by improving the health of our communities with emphasis on people who are poor and underserved. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,269,356 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,302,530 | RevenueAmt |
| Desc | THE ASSUMPTION VILLAGE IS A LONG-TERM CARE FACILITY OFFERING MULTI-LEVEL SERVICES, INCLUDING INTERMEDIATE CARE, SKILLED NURSING CARE, ASSISTED LIVING, AND AN ALZHEIMER'S/DEMENTIA SPECIAL CARE UNIT. THE ASSUMPTION VILLAGE PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS. | Desc |
| Total Program Service Expenses | $13,269,356 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 278 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Travis Crum | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139525000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 Mercy Health Place | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45237 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DONALD KLINE | |||||||
| PRES & CEO YOUNGSTOWN REGION, SVP MERCY HEALTH | 1.0 | 51.0 | Yes (X) | Yes (X) | $0 | $1,027,511 | $314,961 |
| SR CAROLE ANNE GRISWOLD HM | |||||||
| VICE CHAIR | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETTY JO LICATA | |||||||
| CHAIRPERSON (END 1/17) | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHELLEY TAYLOR-ODILLE | |||||||
| SECRETARY/TREASURER | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA BUSHEY | |||||||
| CHAIRPERSON (START 1/17) | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SR MARYANN GOLONKA HM | |||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| BRIAN CORBIN | |||||||
| TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SCHULICK | |||||||
| TRUSTEE (END 1/17) | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| SAM KOOPERMAN | |||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| BRIAN SMITH | |||||||
| TRUSTEE, EVP & COO, MERCY HEALTH | 1.0 | 47.0 | Yes (X) | $0 | $2,075,567 | $368,792 | |
| CONSUELO MENDEZ MD | |||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| WENDY WEBB | |||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD ADKINSON | |||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| MARTIN ABRAHAM PHD | |||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA SWEENEY | |||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW LOVE | |||||||
| MERCY HEALTH YOUNGSTOWN SVP & CFO (END 4/17) | 1.0 | 41.0 | Yes (X) | $0 | $703,705 | $117,160 | |
| MELESSA SCATTINO | |||||||
| Executive Director LTC | 20.0 | 20.0 | Yes (X) | $0 | $114,882 | $29,063 | |
| ANTHONY SEMINARO | |||||||
| MERCY HEALTH YOUNGSTOWN CFO (BEGIN 5/17) | 1.0 | 41.0 | Yes (X) | $0 | $341,669 | $24,163 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,263,334 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $854,139 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621990 | $14,246,455 | $14,246,455 |
| LAB REVENUE | 621500 | $56,075 | $56,075 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,302,530 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BEAUTY/BARBER SHOP | 812900 | $61,292 | $61,292 |
| CAFETERIA | 722210 | $4,164 | $4,164 |
| TV and telephone | 900099 | $4,215 | $4,215 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,899 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $237,570 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,540,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,302,530 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,183,438 | TotalAmt |
| Program Services | $5,255,922 | ProgramServicesAmt |
| Management And General | $927,516 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,153 | TotalAmt |
| Program Services | $266,180 | ProgramServicesAmt |
| Management And General | $46,973 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,521 | TotalAmt |
| Program Services | $1,499,843 | ProgramServicesAmt |
| Management And General | $264,678 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,952 | TotalAmt |
| Program Services | $374,809 | ProgramServicesAmt |
| Management And General | $66,143 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,300 | TotalAmt |
| Management And General | $24,300 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352 | TotalAmt |
| Management And General | $352 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,825 | TotalAmt |
| Program Services | $4,951 | ProgramServicesAmt |
| Management And General | $874 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,044,262 | TotalAmt |
| Program Services | $2,588,778 | ProgramServicesAmt |
| Management And General | $455,484 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,538 | TotalAmt |
| Program Services | $269,907 | ProgramServicesAmt |
| Management And General | $47,631 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,561 | TotalAmt |
| Program Services | $7,277 | ProgramServicesAmt |
| Management And General | $1,284 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,001 | TotalAmt |
| Program Services | $410,551 | ProgramServicesAmt |
| Management And General | $72,450 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,941 | TotalAmt |
| Program Services | $32,250 | ProgramServicesAmt |
| Management And General | $5,691 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,088 | TotalAmt |
| Program Services | $234,675 | ProgramServicesAmt |
| Management And General | $41,413 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,485 | TotalAmt |
| Program Services | $488,312 | ProgramServicesAmt |
| Management And General | $86,173 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dues and subscriptions | $19,605 | $16,664 | $2,941 |
| Medical Supplies | $556,284 | $556,284 | |
| DIETARY expense | $573,307 | $573,307 | |
| State Assessments | $689,646 | $689,646 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,313,259 | TotalAmt |
| Program Services | $13,269,356 | ProgramServicesAmt |
| Management And General | $2,043,903 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800 | BOYAmt |
| EOY | $13,943 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,573 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,328 | BOYAmt |
| EOY | $1,255,288 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,108,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,395,973 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,531,228 | BOYAmt |
| EOY | $8,712,213 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,880,929 | BOYAmt |
| EOY | $9,981,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,085 | BOYAmt |
| EOY | $1,844,425 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,347,928 | BOYAmt |
| EOY | $5,883,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,901,013 | BOYAmt |
| EOY | $7,728,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,979,916 | BOYAmt |
| EOY | $2,253,047 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,979,916 | BOYAmt |
| EOY | $2,253,047 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,880,929 | BOYAmt |
| EOY | $9,981,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$773,159 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,046,290 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $119,709 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,136,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,576,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,583,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,865,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,302,530 | CurrentTaxYearAmt |
| Total | $66,464,725 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,163,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,581,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,596,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,939,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,302,530 | CurrentTaxYearAmt |
| Total | $66,584,434 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $66,584,434 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $118 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $118 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,570 | CurrentTaxYearAmt |
| Total | $1,077,542 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,338,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,826,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,788,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,168,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,540,100 | CurrentTaxYearAmt |
| Total | $67,662,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9841 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9843 | PublicSupportPY509Pct |
| Investment Income CY | 0.0000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - 175424.0, COLUMN B - 244461.0, COLUMN C - 191413.0, COLUMN D - 228674.0, COLUMN E - 237570.0, COLUMN F - 1077542.0; | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,963,151 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,740,737 | DepreciationAmt |
| Book Value | $7,222,414 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $564,390 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,697 | DepreciationAmt |
| Book Value | $240,693 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,140,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,331,539 | DepreciationAmt |
| Book Value | $809,106 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,712,213 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES PAYABLE TO AFFILIATE | Desc |
| Amt | $5,883,972 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,883,972 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | THE COMPANY (MERCY HEALTH AND AFFILIATED ENTITIES) COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AT DECEMBER 31, 2017 AND 2016, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2017 OR 2016. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD KLINE | ||||||||||||||
| PRES & CEO YOUNGSTOWN REGION, SVP MERCY HEALTH | $0 | $538,338 | $0 | $420,550 | $0 | $68,623 | $0 | $285,798 | $0 | $29,163 | $0 | $1,342,472 | $0 | $46,038 |
| BRIAN SMITH | ||||||||||||||
| TRUSTEE, EVP & COO, MERCY HEALTH | $0 | $834,946 | $0 | $762,540 | $0 | $478,081 | $0 | $332,343 | $0 | $36,449 | $0 | $2,444,359 | $0 | $0 |
| MATTHEW LOVE | ||||||||||||||
| MERCY HEALTH YOUNGSTOWN SVP & CFO (END 4/17) | $0 | $475,719 | $0 | $120,715 | $0 | $107,271 | $0 | $87,563 | $0 | $29,597 | $0 | $820,865 | $0 | $16,526 |
| ANTHONY SEMINARO | ||||||||||||||
| MERCY HEALTH YOUNGSTOWN CFO (BEGIN 5/17) | $0 | $168,500 | $0 | $75,000 | $0 | $98,169 | $0 | $9,667 | $0 | $14,496 | $0 | $365,832 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Terms and conditions of The Mercy Health SERP 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 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 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: Brian Smith $243,846. |
| Schedule J, Part I, Line 4b Terms and conditions of the Lima Market SERP | THE LIMA MARKET 457(F) PLAN PROVIDES A FLEXIBLE BENEFIT ALLOWANCE TO PERSONS SELECTED BY THE BOARD OF TRUSTEES OR ITS DELEGATE. THIS ALLOWANCEMAY BE ALLOCATED AMONG VARIOUS INSURANCE AND DEFERRED COMPENSATION BENEFIT OPTIONS. THE PLAN IS NO LONGER ACCEPTING NEW PARTICIANTS AND THE CESSATION OF CONTRIBUTIONS HAS OCCURRED. AMOUNTS INCLUDIBLE IN TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR WERE AS FOLLOWS: BRIAN SMITH $0. |
| Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health System SERP | The 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 Love $18,571; Donald Kline $51,736; Anthony Seminaro $0. |
| Schedule J, Part II, Column (C) Reporting negative deferred compensation | Annual actuarially-determined contributions to defined benefit plans, which are based on prior plan contributions, changes in interest rates, the present value of accrued benefits, and other data and assumptions about the future, may, for some plan participants and for some plan years, result in negative contribution amounts. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | A tax indemnification benefit to cover the income tax incurred on moving expenses was paid to two officers. The entire benefit was treated as taxable compensation. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | An allowance for temporary housing was provided to one officer. The entire benefit was treated as taxable compensation. |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | The compensation of the organization's president and CEO, Donald Kline, is determined by Mercy Health, a related tax-exempt organization. Mercy Health utilizes a compensation committee, an independent compensation consultant, a compensation survey, and approval by board or compensation committee when determining Mr. Kline's compensation. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | 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. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Matthew Love $0; Donald Kline $0. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 Compensation | THE COMPENSATION OF THE CEO OR TOP MANAGEMENT OFFICIAL IS DETERMINED BY MERCY HEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION OF OFFICERS OR KEY EMPLOYEES IS DETERMINED BY MERCY HEALTH YOUNGSTOWN LLC, A RELATED TAX-EXEMPT ORGANIZATION. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | MERCY HEALTH YOUNGSTOWN LLC IS THE SOLE MEMBER OF THE ASSUMPTION VILLAGE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Mercy Health elects all board members who have full voting rights. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Certain matters require approval of the Mercy Health Corporate Member, Mercy Health Governing Body, or the Mercy Health CEO. The regulations of the organization describe the level of approval required for various decisions. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is prepared by Mercy Health's tax department and reviewed by management. Once the Form 990 is reviewed by all applicable parties a final version is provided to all members of the Governing Body prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All board members are covered by the Mercy Health conflict of interest policy which requires disclosure on an annual basis. All potential conflicts of interest are reviewed by the Mercy Health Corporate Compliance Officer. At the beginning of each board meeting all board members are required to disclose any conflicts of interest. Board members determined to have a conflict of interest are prohibited from participating in deliberations and decision-making for the transaction in which the conflict exists. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE SYSTEM-WIDE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE MERCY HEALTH WEBSITE. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other operating revenue - Total Revenue: 167899, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 167899; |
| Form 990, Part IX, Line 11g Other Fees | Medical Professional Fees - Total Expense: 7700, Program Service Expense: 7700, Management and General Expenses: , Fundraising Expenses: ; Consulting - Total Expense: 20015, Program Service Expense: 17013, Management and General Expenses: 3002, Fundraising Expenses: ; Intercompany - Total Expense: 128661, Program Service Expense: 109362, Management and General Expenses: 19299, Fundraising Expenses: ; Affiliate Assessment - Total Expense: 1272445, Program Service Expense: 1081578, Management and General Expenses: 190867, Fundraising Expenses: ; Other - Total Expense: 1489327, Program Service Expense: 1265928, Management and General Expenses: 223399, Fundraising Expenses: ; Maintenance and service agreements - Total Expense: 126114, Program Service Expense: 107197, Management and General Expenses: 18917, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Elimination of intercompany balances - 1046290; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MERCY HEALTH | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 311161086 | HEALTHCARE SYSTEM PARENT | OH | 501(c)(3) | 3 | NA | false |
| MERCY HEALTH FOUNDATION | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 201072726 | FUNDRAISING | OH | 501(c)(3) | 7 | MERCY HEALTH | false |
| MERCY HEALTH RETIREMENT TRUST | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 316046304 | RETIREMENT TRUST | OH | 501(c)(3) | 7 | MERCY HEALTH | false |
| COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS | ||||||||||
| 3700 KOLBE ROAD | LORAIN | OH | 44053 | 341268828 | MEDICAL OFFICE RENTAL | OH | 501(c)(3) | 10 | MERCY HEALTH - REGIONAL MEDICAL CENTER LLC | false |
| ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING | ||||||||||
| 200 WEST LORAIN ST | OBERLIN | OH | 44074 | 364504991 | MEDICAL OFFICE RENTAL | OH | 501(c)(3) | 10 | MERCY HEALTH - ALLEN HOSPITAL LLC | false |
| MERCY FRANCISCAN SENIOR HEALTH AND HOUSING SERVICES INC | ||||||||||
| 7010 ROWAN HILLS DR | CINCINNATI | OH | 45227 | 311308729 | RETIREMENT HOME | OH | 501(c)(3) | 10 | MERCY HEALTH CINCINNATI LLC | false |
| MERCY SACRED HEART INC | ||||||||||
| 2120 PAYNE STREET | LOUISVILLE | KY | 40206 | 611318326 | RETIREMENT HOME | KY | 501(c)(3) | 10 | MERCY HEALTH CINCINNATI LLC | false |
| MERCY LONG TERM CARE INITIATIVE | ||||||||||
| 4915 CHARLESTOWN RD | NEW ALBANY | OH | 47150 | 311332491 | RETIREMENT HOME | IN | 501(c)(3) | 10 | MERCY HEALTH CINCINNATI LLC | false |
| MERCY FRANCISCAN SOCIAL MINISTRIES INC | ||||||||||
| 1800 LOGAN STREET | CINCINNATI | OH | 45210 | 311222942 | LOW INCOME HOUSING | OH | 501(c)(3) | 7 | MERCY HEALTH CINCINNATI LLC | false |
| COMMUNITY MERCY HEALTH SYSTEM | ||||||||||
| 100 Medical Center Drive | SPRINGFIELD | OH | 45504 | 300272454 | MARKET PARENT | OH | 501(c)(3) | Type III-FI | MERCY HEALTH | false |
| COMMUNITY MERCY HEALTH PARTNERS | ||||||||||
| 100 Medical Center Drive | SPRINGFIELD | OH | 45504 | 310785684 | HOSPITAL | OH | 501(c)(3) | 3 | COMMUNITY MERCY HEALTH SYSTEM | false |
| C H HEALTH SERVICES COMPANY | ||||||||||
| 100 Medical Center Drive | SPRINGFIELD | OH | 45504 | 311181984 | HOSPITAL | OH | 501(c)(3) | 3 | COMMUNITY MERCY HEALTH SYSTEM | false |
| THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST | ||||||||||
| 100 Medical Center Drive | SPRINGFIELD | OH | 45504 | 346827136 | INDIGENT MEDICAL CARE | OH | 501(c)(3) | Type I | NA | false |
| MERCY PROPERTY HOLDINGS | ||||||||||
| 2200 JEFFERSON AVENUE | TOLEDO | OH | 43604 | 300699825 | TITLE HOLDING COMPANY | OH | 501(c)(2) | MERCY HEALTH NORTH LLC | false | |
| MERCY COLLEGE OF OHIO | ||||||||||
| 2221 MADISON AVENUE | TOLEDO | OH | 43604 | 341726619 | MEDICAL COLLEGE | OH | 501(c)(3) | 2 | MERCY HEALTH NORTH LLC | false |
| MERCY COLLEGE OF OHIO FOUNDATION INC | ||||||||||
| 2221 MADISON AVENUE | TOLEDO | OH | 43604 | 141963204 | FOUNDATION | OH | 501(c)(3) | 7 | MERCY COLLEGE OF OHIO | false |
| LIFESTAR AMBULANCE INC | ||||||||||
| 2200 JEFFERSON AVENUE | TOLEDO | OH | 43604 | 341354653 | MEDICAL TRANSPORTATION | OH | 501(c)(3) | 10 | MERCY HEALTH NORTH LLC | false |
| SIMON OUTREACH SERVICES | ||||||||||
| 2600 NAVARRE AVENUE | OREGON | OH | 43616 | 341383325 | MEDICAL OFFICE RENTAL | OH | 501(c)(3) | 10 | MERCY HEALTH - ST CHARLES HOSPITAL LLC | false |
| NEW VISION MEDICAL LABORATORIES INC | ||||||||||
| 750 W HIGH ST STE 400 | LIMA | OH | 45801 | 341937267 | MEDICAL LAB SERVICES | OH | 501(c)(3) | 3 | ST RITA'S MEDICAL CENTER LLC | false |
| THE ASSUMPTION VILLAGE | ||||||||||
| 9800 N MARKET STREET | NORTH LIMA | OH | 44452 | 341013695 | NURSING HOME | OH | 501(c)(3) | 10 | MERCY HEALTH YOUNGSTOWN LLC | false |
| HOSPICE OF THE VALLEY | ||||||||||
| 5190 MARKET STREET | YOUNGSTOWN | OH | 44512 | 341288745 | HOSPICE SERVICES | OH | 501(c)(3) | 10 | MERCY HEALTH YOUNGSTOWN LLC | false |
| HUMILITY HOUSE | ||||||||||
| 755 OHLTOWN ROAD | AUSTINTOWN | OH | 44515 | 341894783 | NURSING HOME | OH | 501(c)(3) | 10 | MERCY HEALTH YOUNGSTOWN LLC | false |
| ST JOSEPH HEALTH CENTER AUXILIARY | ||||||||||
| 677 EASTLAND SE | WARREN | OH | 44484 | 346556121 | FUNDRAISING | OH | 501(c)(3) | 10 | MERCY HEALTH YOUNGSTOWN LLC | false |
| LOURDES HOSPITAL AUXILIARY GIFT SHOP | ||||||||||
| 1530 LONE OAK ROAD | PADUCAH | KY | 42003 | 610927805 | FUNDRAISING | KY | 501(c)(3) | 10 | MERCY HEALTH FOUNDATION | false |
| MERCY HEALTH CARE CENTER | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 232322809 | HOSPITAL | PA | 501(c)(3) | 3 | MERCY HEALTH PARTNERS - NORTHEAST REGION INC | false |
| HEALTHSPAN PARTNERS | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 463055925 | MARKET PARENT | OH | 501(c)(3) | Type II | MERCY HEALTH | false |
| HEALTHSPAN INTEGRATED CARE | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 340922268 | HMO | OH | 501(c)(3) | 10 | HEALTHSPAN PARTNERS | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Advanced Health Select LLC | |||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 473666880 | Clinically-Integrated Network | OH | NA | N/A | |
| NWO Integrated Laboratories Mercy LLC | |||||||||
| 2200 Jefferson Avenue | Toledo | OH | 43624 | 341898285 | Laboratory services | OH | NA | N/A | |
| Tiffin Ambulatory Surgical Associates | |||||||||
| 45 St Lawrence Drive | Tiffin | OH | 44833 | 371567866 | Ambulatory Surgery Center | OH | NA | N/A | |
| New Vision Medical Lab LLC | |||||||||
| 750 W High Street | Lima | OH | 45801 | 341913433 | Lab Services | OH | NA | N/A | |
| West Central Ohio Group Ltd | |||||||||
| 801 Medical Drive | Lima | OH | 45804 | 341848147 | Orthopedic Hospital | OH | NA | N/A | |
| Kidney Services of West Central Ohio | |||||||||
| 750 W High Street Suite 100 | Lima | OH | 45801 | 061644264 | Dialysis Center | OH | NA | N/A | |
| West Central Ohio Regional Healthcare Alliance Ltd | |||||||||
| 2615 Fort Amanda Road | Lima | OH | 45805 | 341817078 | Healthcare quality | OH | NA | N/A | |
| Urologic Oncology of Mahoning Valley LLC | |||||||||
| 1044 Belmont Ave | Youngstown | OH | 44501 | 262989686 | Radiation Therapy | OH | NA | N/A | |
| OSC-HMHP LLC | |||||||||
| 6505 Market St Bldg B Ste 101 | Boardman | OH | 44512 | 010724836 | Orthopedic Surgery Center | OH | NA | N/A | |
| Lourdes Ambulatory Surgery Center | |||||||||
| 225 Medical Center Drive | Paducah | KY | 42003 | 205588350 | Surgery Center | KY | NA | N/A | |
| Marshall County MRI LLC | |||||||||
| 615 Old Symsonia Road | Benton | KY | 42025 | 610601267 | MRI facility | KY | NA | N/A | |
| PREMIUM SURGERY CENTER LLC | |||||||||
| 5217 Maryland Way | Brentwood | TN | 37027 | 200400753 | Surgery Center | TN | NA | N/A | SUITE 200 |
| MERCY HEALTH INNOVATIONS LLC | |||||||||
| 1701 MERCY HEALTH PLACE | CINCINNATI | OH | 45237 | 820639499 | BUSINESS DEVELOPMENT | OH | NA | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|
| MERCY HEALTH INSURANCE COMPANY LTD | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 980621978 | INSURANCE | CJ | NA | C Corporation | false | |
| NORTHPARKE MEDICAL COMMONS CONDO ASSN | ||||||||||
| 333 N LIMESTONE ST | SPRINGFIELD | OH | 45503 | 311391230 | REAL PROPERTY MGMNT | NA | C Corporation | false | OH | |
| NORTHSIDE CORPORATION | ||||||||||
| 2200 JEFFERSON AVENUE | TOLEDO | OH | 43604 | 341318438 | RESIDENT RENTALS | NA | C Corporation | false | OH | |
| MERCY WORK SOLUTIONS | ||||||||||
| 2200 JEFFERSON AVENUE | TOLEDO | OH | 43604 | 300066340 | WORKERS COMPENSATION | NA | C Corporation | false | OH | |
| MERCY HEALTH SYSTEM PHO | ||||||||||
| 2200 JEFFERSON AVENUE | TOLEDO | OH | 43604 | 341778321 | MEDICAL SERVICES | NA | C Corporation | false | OH | |
| MCAULEY MANAGEMENT SERVICES INC | ||||||||||
| 730 W MARKET STREET | LIMA | OH | 45801 | 341379037 | PROPERTY RENTAL | NA | C Corporation | false | OH | |
| LIMA MEDICAL SUPPLIES INC | ||||||||||
| 730 W MARKET STREET | LIMA | OH | 45801 | 340944477 | MEDICAL EQUIPMENT | NA | C Corporation | false | OH | |
| COMMUNITY HEALTH PARTNERS ENTERPRISES INC | ||||||||||
| 3700 KOLBE ROAD | LORAIN | OH | 44053 | 341455525 | HOLDING COMPANY | NA | C Corporation | false | OH | |
| MERCY HEALTH VENTURES INC | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 311185477 | DIVERSIFIED ACTIVITIES | NA | C Corporation | false | OH | |
| MERCY FRANCISCAN AT WINTON WOODS I INC | ||||||||||
| 10290 MILL ROAD | CINCINNATI | OH | 45231 | 311658668 | LOW-INCOME HOUSING | NA | C Corporation | false | OH | |
| RALPH EWE TRUST | ||||||||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | 346866422 | BENEFICIAL TRUST | NA | Trust | false | NY | |
| ELIZABETH HINES CATES TRUST | ||||||||||
| PNC 1900 E 9TH ST | CLEVELAND | OH | 44114 | 346515678 | BENEFICIAL TRUST | NA | Trust | false | OH | |
| WILLIS PARK TRUST | ||||||||||
| PNC 1900 E 9TH ST | CLEVELAND | OH | 44114 | 346519904 | BENEFICIAL TRUST | NA | Trust | false | OH | |
| ERMA GIBSON BALDWIN TRUST | ||||||||||
| PNC 1900 E 9TH ST | CLEVELAND | OH | 44114 | 346515566 | BENEFICIAL TRUST | NA | Trust | false | OH | |
| HEALTHSPAN INC | ||||||||||
| 225 PICTORIA DR | CINCINNATI | OH | 45246 | 311431434 | INSURANCE | NA | C Corporation | false | OH | |
| HEALTHSPAN SOLUTIONS INC | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 300810766 | CONSULTING | NA | C Corporation | false | OH | |
| HEALTHCARE SERVCES AND SUPPORT | ||||||||||
| 1701 Mercy Health Place | CINCINNATI | OH | 45237 | 812388652 | HEALTHCARE SERVICES | NA | C Corporation | false | OH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |