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BON SECOURS MERCY HEALTH FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BON SECOURS MERCY HEALTH FOUNDATION (EIN 20-1072726)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-11
IRS object ID
201633169349300828
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-11-11T09:03:02-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201072726EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mercy Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERCBusinessNameControlTxt
Phone5139526000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 Mercy Health PlaceAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45237ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael BezneyPersonNm
Person TitleChairpersonPersonTitleTxt
Signature2016-10-31SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael BezneyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 Mercy Health PlaceAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45237ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,704,139GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.mercy.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE OPERATIONS OF MERCY HEALTH BY ENCOURAGING CHARITABLE GIVING AND EFFECTIVELY MANAGING GIFT RESOURCES.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee54TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,335,904PYContributionsGrantsAmt
CY Contributions Grants$21,603,706CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9,960,778PYInvestmentIncomeAmt
CY Investment Income$4,605,010CYInvestmentIncomeAmt
PY Other Revenue$354,987PYOtherRevenueAmt
CY Other Revenue$686,372CYOtherRevenueAmt
PY Total Revenue$29,651,669PYTotalRevenueAmt
CY Total Revenue$26,895,088CYTotalRevenueAmt
PY Grants And Similar Paid$29,755,572PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$21,185,822CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,734,127PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,654,827CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,262,215CYTotalFundraisingExpenseAmt
PY Other Expenses$2,322,850PYOtherExpensesAmt
CY Other Expenses$2,651,728CYOtherExpensesAmt
PY Total Expenses$35,812,549PYTotalExpensesAmt
CY Total Expenses$28,492,377CYTotalExpensesAmt
PY Revenues Less Expenses-$6,160,880PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,597,289CYRevenuesLessExpensesAmt
Total Assets BOY$241,247,944TotalAssetsBOYAmt
Total Assets EOY$243,931,241TotalAssetsEOYAmt
Total Liabilities BOY-$745,992TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,377,871TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$241,993,936NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$231,553,370NetAssetsOrFundBalancesEOYAmt
MissionTo carry out the charitable and educational purposes of Mercy Health by providing grants in support of programs that carry out its charitable mission.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$21,185,822ExpenseAmt
Grant$21,185,822GrantAmt
Revenue$0RevenueAmt
DescMERCY HEALTH FOUNDATION AWARDED $21,185,822 IN GRANTS DURING 2015 TO PROGRAMS THAT ADDRESS THE HEALTHCARE NEEDS OF PERSONS WHO ARE POOR AND UNDERSERVED.Desc
Total Program Service Expenses$21,185,822TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee54EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRAVIS CRUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5139525000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11701 Mercy PlaceAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45237ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL BEZNEY
CHAIR, MERCY HEALTH SVP & GENERAL COUNSEL1.054.0Yes (X)Yes (X)$0$925,698$171,142
SR MARJORIE BOSSE RSM
VICE CHAIRPERSON1.03.0Yes (X)Yes (X)$0$0$0
TRAVIS CRUM
TRUSTEE, TREASURER, VP CORP CONTROLLER - MERCY HEALTH1.050.0Yes (X)Yes (X)$0$336,486$65,445
ROGER LAGRECA
Foundation President & CEO40.01.0Yes (X)Yes (X)$0$301,582$28,305
BRIAN CORBIN
TRUSTEE1.03.0Yes (X)$0$0$0
SR MARIE HARTMANN
TRUSTEE1.00Yes (X)$0$0$0
SR DORIS A GOTTEMOELLER RSM
TRUSTEE1.02.0Yes (X)$0$0$0
JAMES P GARRETT
TRUSTEE1.01.0Yes (X)$0$0$0
GERMAINE BENNETT
TRUSTEE1.01.0Yes (X)$0$0$0
DAVID CULBERTSON
TRUSTEE1.01.0Yes (X)$0$0$0
JAMES SCHULTIS
Youngstown Market Foundation President40.00$232,259$0$32,687Yes (X)
KATHRYN WILLIAMS
Lima Market Foundation Development Director40.00$200,397$0-$9,638Yes (X)
Timothy Koder
Toledo Market Foundation President40.00$247,194$0$49,135Yes (X)
SCOTT PEMBER
Lorain Market Foundation Director40.00$186,580$0$44,776Yes (X)
ANN MARIE WELTY
Cincinnati Market Foundation System Director40.00$195,210$0$10,103Yes (X)
MICHAEL D CONNELLY JD
FORMER OFFICER0.050.0$0$2,509,525$117,422Yes (X)
DEIRDRE BELUAN
FORMER OFFICER0.040.0$0$131,602$248Yes (X)
DEBORAH BLOOMFIELD
FORMER OFFICER0.050.0$0$805,758$277,576Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,061,640TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,010,651TotReportableCompRltdOrgAmt
Total Other Compensation$787,201TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$555,787FundraisingAmt
Related Organizations$5,402,790RelatedOrganizationsAmt
Government Grants$1,319,028GovernmentGrantsAmt
All Other Contributions$14,326,101AllOtherContributionsAmt
Noncash Contributions$1,044,681NoncashContributionsAmt
Total Contributions$21,603,706TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,796,171TotalRevenueColumnAmt
Exclusion$2,796,171ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$18,600RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$18,600RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,600TotalRevenueColumnAmt
Exclusion$18,600ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,807,839SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,807,839SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,808,839TotalRevenueColumnAmt
Exclusion$1,808,839ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,476,823FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$555,787ContriRptFundraisingEventAmt
Fundraising Direct Expenses$809,051FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$667,772TotalRevenueColumnAmt
Exclusion$667,772ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,895,088TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,291,382ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,967,454TotalAmt
Program Services$20,967,454ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$198,368TotalAmt
Program Services$198,368ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,477,445TotalAmt
Management And General$521,617ManagementAndGeneralAmt
Fundraising$2,955,828FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$156,543TotalAmt
Management And General$23,481ManagementAndGeneralAmt
Fundraising$133,062FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$676,033TotalAmt
Management And General$101,405ManagementAndGeneralAmt
Fundraising$574,628FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$344,806TotalAmt
Management And General$51,721ManagementAndGeneralAmt
Fundraising$293,085FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,261TotalAmt
Management And General$6,261ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$850TotalAmt
Management And General$850ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$72,263TotalAmt
Fundraising$72,263FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,284,309TotalAmt
Program Services$0ProgramServicesAmt
Management And General$192,646ManagementAndGeneralAmt
Fundraising$1,091,663FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$75,309TotalAmt
Fundraising$75,309FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$305,025TotalAmt
Management And General$45,754ManagementAndGeneralAmt
Fundraising$259,271FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$173,559TotalAmt
Management And General$26,034ManagementAndGeneralAmt
Fundraising$147,525FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$149,588TotalAmt
Fundraising$149,588FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,948TotalAmt
Management And General$1,492ManagementAndGeneralAmt
Fundraising$8,456FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,002TotalAmt
Management And General$450ManagementAndGeneralAmt
Fundraising$2,552FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Dues, fees and subscriptions$349,377$52,407$296,970
Bad debt$87,422$87,422
Taxes$5,180$777$4,403

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$129,635TotalAmt
Program Services$0ProgramServicesAmt
Management And General$19,445ManagementAndGeneralAmt
Fundraising$110,190FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,492,377TotalAmt
Program Services$21,185,822ProgramServicesAmt
Management And General$1,044,340ManagementAndGeneralAmt
Fundraising$6,262,215FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$2,722,412EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,873,133BOYAmt
EOY$22,029,328EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$49,193EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$84,300BOYAmt
EOY$85,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,302,361LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$120,470LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$564,893BOYAmt
EOY$1,181,891EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$223,403,242BOYAmt
EOY$209,297,365EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,322,376BOYAmt
EOY$8,566,052EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$241,247,944BOYAmt
EOY$243,931,241EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY-$1,024,039BOYAmt
EOY$6,072,824EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$278,047BOYAmt
EOY$6,305,047EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY-$745,992BOYAmt
EOY$12,377,871EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,503,666BOYAmt
EOY$96,583,902EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,751,646BOYAmt
EOY$75,956,162EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$58,738,624BOYAmt
EOY$59,013,306EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$241,993,936BOYAmt
EOY$231,553,370EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$241,247,944BOYAmt
EOY$243,931,241EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,597,289ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,979,217NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$135,940OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,819,509CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,559,917CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,649,735CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,335,904CurrentTaxYearMinus1YearAmt
Current Tax Year$21,603,706CurrentTaxYearAmt
Total$70,968,771TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,819,509CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,559,917CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,649,735CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,335,904CurrentTaxYearMinus1YearAmt
Current Tax Year$21,603,706CurrentTaxYearAmt
Total$70,968,771TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$38,421,026SubstantialContributorsTotAmt
Public Support Total170$32,547,745PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$234,024CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$222,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$305,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,740,608CurrentTaxYearMinus1YearAmt
Current Tax Year$2,814,771CurrentTaxYearAmt
Total$6,318,064TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$135,831CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$113,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,996CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$956,573CurrentTaxYearMinus1YearAmt
Current Tax Year$1,476,823CurrentTaxYearAmt
Total$2,787,506TotalAmt
FieldValueIRS element (for citing)
Total Support$80,074,341TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.4065PublicSupportCY170Pct
Public Support PY1700.2746PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - SPECIAL EVENT REVENUE, COLUMN A - 135831.0, COLUMN B - 113283.0, COLUMN C - 104996.0, COLUMN D - 956573.0, COLUMN E - 1476823.0, COLUMN F - 2787506.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$6,450GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$6,450TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 Description of activities reported on Line 1A through 1IFormAndLineReferenceDesc
ExplanationThe primary purpose for lobbying activities is to enhance Mercy Health's public position on legislative and regulatory issues that impact patient care throughout its healthcare system. Mercy Health focuses on public policy issues that extend its healing ministry to those who are poor and underserved in the communities it serves. To carry out these efforts, Mercy Health partners with expert consultants and professional trade associations to build awareness and execute specific strategies that will yield a favorable outcome for patient care in the Mercy Health facilities where they are treated. Grants paid to other organizations of $6,450 constitute issue-based lobbying support.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,332,660BeginningYearBalanceAmt
Contributions$202,834ContributionsAmt
Investment Earnings Or Losses-$36,996InvestmentEarningsOrLossesAmt
Other Expenditures$873,467OtherExpendituresAmt
End Year Balance$67,625,031EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,146,907BeginningYearBalanceAmt
Contributions$92,374ContributionsAmt
Investment Earnings Or Losses$93,379InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$68,332,660EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,918,694BeginningYearBalanceAmt
Contributions$2,918,149ContributionsAmt
Investment Earnings Or Losses$2,993,064InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,683,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$68,146,907EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$79,022,497BeginningYearBalanceAmt
Contributions$1,541,931ContributionsAmt
Investment Earnings Or Losses$1,691,129InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$18,251,929OtherExpendituresAmt
Administrative Expenses$84,934AdministrativeExpensesAmt
End Year Balance$63,918,694EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,127,070BeginningYearBalanceAmt
Contributions$1,513,548ContributionsAmt
Investment Earnings Or Losses$2,689,201InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,678,195GrantsOrScholarshipsAmt
Other Expenditures-$2,474,793OtherExpendituresAmt
Administrative Expenses$103,920AdministrativeExpensesAmt
End Year Balance$79,022,497EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0635BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.8015PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.135TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,165,000OtherCostOrOtherBasisAmt
Book Value$1,165,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,000OtherCostOrOtherBasisAmt
Depreciation$59,042DepreciationAmt
Book Value$5,958BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,526OtherCostOrOtherBasisAmt
Depreciation$31,593DepreciationAmt
Book Value$10,933BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,835OtherCostOrOtherBasisAmt
Depreciation$29,835DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,181,891TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMercy Health Investment Management ProgramDesc
Book Value$209,297,365BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$209,297,365TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Other long-term liabilities$231,047
Long-term debt$6,074,000
FieldValueIRS element (for citing)
Total Liability$6,305,047TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE ENDOWMENT FUNDS ARE RESTRICTED FOR VARIOUS USES RELATED TO THE EXEMPT PURPOSES OF THE AFFILIATED ENTITIES SUPPORTED BY THE FOUNDATION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE COMPANY (MERCY HEALTH AND AFFILIATED ENTITIES) COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AT DECEMBER 31, 2015 AND 2014, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2015 OR 2014.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionSouth AmericaRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGrantmakingTypeOfActivitiesConductedTxt
Specific Services ProvidedFINANCIAL SUPPORT FOR HOSPITAL IN GUYANASpecificServicesProvidedTxt
Region Total Expenditures$20,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$20,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$20,000TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSouth AmericaRegionTxt
Purpose Of GrantMISSION SUPPORTPurposeOfGrantTxt
Cash Grant$20,000CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE 2015 FOREIGN GRANT REPRESENTS A REIMBURSEMENT OF FUNDS THE HOSPITAL ALREADY SPENT. MERCY HEALTH FOUNDATION VERIFIED THE EXPENDITURE BEFORE ISSUING THE PAYMENT.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSTHE 2015 FOREIGN GRANT REPRESENTS A REIMBURSEMENT OF FUNDS THE HOSPITAL ALREADY SPENT. MERCY HEALTH FOUNDATION VERIFIED THE EXPENDITURE BEFORE ISSUING THE PAYMENT.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1A Night To Remember GalaEvent1Nm
Gross Receipts Event1$375,117GrossReceiptsEvent1Amt
Charitable Contri Event1$321,381CharitableContriEvent1Amt
Gross Revenue Event1$53,736GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$7,169RentFacilityCostsEvent1Amt
Food And Beverage Event1$30,862FoodAndBeverageEvent1Amt
Entertainment Event1$28,104EntertainmentEvent1Amt
Other Direct Expenses Event1$16,785OtherDirectExpensesEvent1Amt
Event2Angels Among Us GalaEvent2Nm
Gross Receipts Event2$335,652GrossReceiptsEvent2Amt
Charitable Contri Event2$57,090CharitableContriEvent2Amt
Gross Revenue Event2$278,562GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$2,357NonCashPrizesEvent2Amt
Rent Facility Costs Event2$11,837RentFacilityCostsEvent2Amt
Food And Beverage Event2$73,327FoodAndBeverageEvent2Amt
Entertainment Event2$35,000EntertainmentEvent2Amt
Other Direct Expenses Event2$105,701OtherDirectExpensesEvent2Amt
Other Events Total19OtherEventsTotalCnt
Gross Receipts Other Events$1,321,841GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$177,316CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,144,525GrossRevenueOtherEventsAmt
Cash Prizes Other Events$14,979CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$26,336NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$83,410RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$138,547FoodAndBeverageOtherEventsAmt
Entertainment Other Events$14,408EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$220,229OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,032,610GrossReceiptsTotalAmt
Charitable Contributions Tot$555,787CharitableContributionsTotAmt
Gross Revenue Total Events$1,476,823GrossRevenueTotalEventsAmt
Cash Prizes Total Events$14,979CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$28,693NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$102,416RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$242,736FoodAndBeverageTotalEventsAmt
Entertainment Total Events$77,512EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$342,715OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$809,051DirectExpenseSummaryEventsAmt
Net Income Summary$667,772NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (92 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
Mercy Health - Regional Medical Center LLC
3700 Kolbe RoadLorainOH44053340714704501(c)(3)$2,632,056Nursing scholarships for 15 students
Mercy Health Youngstown LLC
1044 Belmont AvenueYoungstownOH44501340505560501(c)(3)$2,614,258Hope and Help Program
Mercy Health - St Vincent Medical Center LLC
2213 Cherry StreetToledoOH43608344428250501(c)(3)$2,522,050Program support
Mercy Health
1701 Mercy Health PlaceCincinnatiOH45237311161086501(c)(3)$1,930,000Nursing scholarships for 23 students
Mercy Health Partners - Lourdes Inc
1530 Lone Oak RoadPaducahKY42003610600313501(c)(3)$1,822,105Improving Health of Ohioans Program
Mercy Health Physicians Cincinnati LLC
1701 Mercy Health PlaceCincinnatiOH45237311007881501(c)(3)$701,725Project Home Network support
Community Mercy Health Partners
One South Limestone StSpringfieldOH45502310785684501(c)(3)$674,791Mission support
Mercy Health - Fairfield Hospital LLC
3000 Mack RoadFairfieldOH45014310538532501(c)(3)$664,348Mission support
Catholic Medical Mission Board
10 West 17th StreetNew YorkNY10011135602319501(c)(3)$500,000Capital improvements & mission support
The Jewish Hospital
4777 E Galbraith RdCincinnatiOH45236271408630501(c)(3)$483,685School Abuse awareness program
Mercy Health Physicians Youngstown LLC
1044 Belmont AvenueYoungstownOH44501320306944501(c)(3)$390,317Chronic Care Center donation
Mercy Franciscan at St Raphael Inc
610 High StreetHamiltonOH45011202934871501(c)(3)$346,320Outdoor fitness gym initiative
Mercy International Association
2300 Adeline DriveBurlingameCA94010461959457501(c)(3)$333,000Mission support
Mercy Health - St Charles Hospital LLC
2600 Navarre AvenueOregonOH43616344445373501(c)(3)$301,873Rising Star Program
Northeast Ohio Medical University Foundation
PO Box 95RootstownOH44272341264220501(c)(3)$276,632Smart Rx Program
Cincinnati Sports Medicine Research Fdn
10663 MONTGOMERY RDCincinnatiOH45242311158604501(c)(3)$200,000Capital improvements & mission support
Mercy Franciscan Senior Health & Housing Services Inc
7010 Rowan Hills DriveCincinnatiOH45227311308729501(c)(3)$158,868Medical Equipment
Mercy Health - West Hospital LLC
3300 Mercy Health BlvdCincinnatiOH45211311091597501(c)(3)$141,387Program support
Mercy Health North LLC
2200 Jefferson AvenueToledoOH43604341344482501(c)(3)$127,182Mission support
Mercy Health - Tiffin Hospital LLC
45 St Lawrence DriveTiffinOH44883344431174501(c)(3)$105,372Mission support
Catholic Community Foundation for the Archdiocese of Cincinnati
100 E Eighth StreetCincinnatiOH45202465162928501(c)(3)$100,000Capital improvements & mission support2nd floor
Local Initiatives Support Group
245 North SuperiorToledoOH43604133030229501(c)(3)$100,000Mission support2nd floor
Strategies to End Homelessness Inc
2368 Victory ParkwayCincinnatiOH45206208286347501(c)(3)$100,000Support for Healthcare Symposium
Wyoming School Foundation
420 SPRINGFIELD PIKEWyomingOH45215237069689501(c)(3)$100,000Nursing scholarships for 21 students
Mercy Health - St Anne Hospital LLC
3404 Sylvania AvenueToledoOH43623311556401501(c)(3)$89,230Mission support
Cradle Cincinnati
3333 Burnet AveCincinnatiOH45229310833936501(c)(3)$84,000Mercy House, Dublin Ireland supportMLC 7009
Mercy Franciscan Social Ministries Inc
1800 Logan StreetCincinnatiOH45210311222942501(c)(3)$80,880Heritage Program Partner
Xavier University
3800 Victory ParkwayCincinnatiOH45207310537516501(c)(3)$80,000Hippotherapy program
Cincinnati Recreation Foundation
805 Central AveCincinnatiOH45202311574475501(c)(3)$75,000Capital improvements & mission support
Mercy College of Ohio
2221 Madison AvenueToledoOH43604341726619501(c)(3)$71,733Mission support
Urban League of Greater Cincinnati
3458 Reading RoadCincinnatiOH45229310565428501(c)(3)$55,000Nursing scholarships for 2 students
Youngstown State University Foundation
1 University PlazaYoungstownOH44555346576610501(c)(3)$51,500Student scholarship program
American Heart Association
PO Box 4002907Des MoinesIA50340135613797501(c)(3)$50,000Capital improvements & mission support
Mercy Health - Willard Hospital LLC
1100 Neal Zick RoadWillardOH44890341577110501(c)(3)$42,781Mission support
St Rita's Medical Center LLC
730 W Market StreetLimaOH45801341105619501(c)(3)$38,000Nursing scholarships for 4 students
Kent State University
1131 Michael Schwartz CtrKentOH44242346576307501(c)(3)$33,550Wellness Center at Middle School
Mercy College of Ohio
2221 Madison AvenueToledoOH43604341726619501(c)(3)$32,700Nursing scholarships
Grace Community Center
406 West DelawareToledoOH43610341262055501(c)(3)$30,000Mission support
New Leaders for Ohio Schools
41 S High StColumbusOH43215465074939501(c)(3)$30,000Mission support
Mercy Health
1701 Mercy Health PlaceCincinnatiOH45237311161086501(c)(3)$27,559Mission support
DePaul Cristo Rey High School
1133 Clifton Hills AvenueCincinnatiOH45220272417727501(c)(3)$27,000Capital improvements & mission support
Mom's House
2505 Franklin AvenueToledoOH43613341710362501(c)(3)$25,000Program support
REDI Cincinnati
3 East Fourth StCincinnatiOH45202472090230501(c)(3)$25,000Internships for underprivileged students
Toledo Area Ministries
3043 Monroe StreetToledoOH43606344430364501(c)(3)$25,000Support Healthy Eating Program
Mercy Health Cincinnati LLC
1701 Mercy Health PlaceCincinnatiOH45237311063783501(c)(3)$24,000Complete Health Improvement Program
Mobile Meals of Toledo Inc
2200 Jefferson AvenueToledoOH43604341019610501(c)(3)$22,064Complete Health Improvement Program
Mercy Health - Tiffin Hospital LLC
45 St Lawrence DriveTiffinOH44883344431174501(c)(3)$20,850Healthy marriages & economic stability programs
Health Policy Institute of Ohio
10 W Broad StreetColumbusOH43215300186863501(c)(3)$20,000Capital improvements & mission support
HealthSpan Physicians LLC
1001 Lakeside DriveClevelandOH44114320417416501(c)(3)$20,000Senior Outreach Program
Marcum and Wallace Memorial Hospital Inc
60 Mercy CourtIrvineKY40336610927491501(c)(3)$20,000Mission support
Mercy Health - Regional Medical Center LLC
3700 Kolbe RoadLorainOH44053340714704501(c)(3)$20,000Nursing scholarships for 16 students
Mercy Memorial Hospital
1343 North Fountain BlvdSpringfieldOH45504310785684501(c)(3)$20,000Improving birth outcomes program
Mobility Foundation
11110 Reservoir RoadAdaOH45810510545760501(c)(3)$20,000Mission support
St Elizabeth Ambulatory Care Center
1044 Belmont AvenueYoungstownOH44501340505560501(c)(3)$20,000Mission support
St Elizabeth Diabetes Education
1044 Belmont AvenueYoungstownOH44501340505560501(c)(3)$20,000Hippotherapy program
St Joseph Mercy Hospital
$20,000Home Care Nursing program130 Parade StKingstonGeorgetownGY
American National Red Cross
3539 Belmont AvenueYoungstownOH44505530196605501(c)(3)$17,500Behavioral Health and other programs
Hispanic Chamber Cincinnati USA
2637 Erie AvenueCincinnatiOH45208311458839501(c)(6)$17,500Mission support
Mercy Health - Willard Hospital LLC
1100 Neal Zick RoadWillardOH44890341577110501(c)(3)$15,260Mission support
All Africa Conference Sister to Sister Refuge House
2715 Bainbridge AveBronxNY10458371424584501(c)(3)$15,000Capital improvements & mission support
Childrens Home of Cincinnati
5050 Madison RoadCincinnatiOH45227310536969501(c)(3)$15,000Mission support
Leadership Scholars
125 W North Bend RdCincinnatiOH45216208500457501(c)(3)$15,000Building Communities iniative
Mercy Neighborhood Ministries
1602 Madison RoadCincinnatiOH45206311376693501(c)(3)$15,000Exercise and Weight loss program
Ohio State Medical Association
3401 Mill Run DriveHilliardOH43026314364893501(c)(6)$15,000Vision Care Outreach
Prevent Blindness in Ohio
1500 W 3rd AveColumbusOH43212316063433501(c)(3)$15,000Women's Health programs
St Vincent de Paul FBO Interpro
1125 Bank StreetCincinnatiOH45214300272954501(c)(3)$15,000Mission support
Mercy Health - Regional Medical Center LLC
3700 Kolbe RoadLorainOH44053340714704501(c)(3)$14,949Mission support
Lorain County Urban League
200 Middle AvenueElyriaOH44035341263379501(c)(3)$14,794Mission support
Mercy Health - Anderson Hospital LLC
7500 State RoadCincinnatiOH45255310537085501(c)(3)$14,763Capital improvements & mission support
Anthony Wayne Youth Foundation
7155 Providence StWhitehouseOH43571205528060501(c)(3)$13,980Capital improvements & mission support
The Assumption Village
9800 Market StreetNorth LimaOH44452340103695501(c)(3)$13,229Mission support
St Francis Senior Ministries
182 St Francis AvenueTiffinOH44883341543995501(c)(3)$12,726Capital improvements & mission support
Center for Closing the Health Gap
3120 Burnet AvenueCincinnatiOH45229200902286501(c)(3)$12,500Mission supportSuite 201
YWCA of Greater Cincinnati
898 Walnut StreetCincinnatiOH45202310537518501(c)(3)$12,500Mission support
The Ohio University Foundation
010 Chubb HallAthensOH45701316402269501(c)(3)$11,900Mission support
Humility House
755 Ohltown RoadAustintownOH44515341894783501(c)(3)$11,680Capital improvements & mission support
Abercrumbie Group
10301 Giverny BlvdCincinnatiOH45241300520187501(c)(3)$11,500Capital improvements & mission support
Stepping Stones
620 W Hurd StreetMonroeMI48162383225114501(c)(3)$11,005Capital improvements & mission support
Family and Child Abuse Prevention
2460 Cherry StreetToledoOH43608341375936501(c)(3)$10,000Researach and education
Juneteenth Cincinnati
6242 Orchard LaneCincinnatiOH45213316060018501(c)(3)$10,000Mission support
The Cincinnati Art Museum
935 Eden Park DriveCincinnatiOH45202310536653501(c)(3)$10,000Acts of Courage Award Scholarship
ArtsWave
20 E Central ParkwayCincinnatiOH45202310537138501(c)(3)$9,356Capital improvements & mission support
United Way of Greater Cincinnati
2400 Reading RoadCincinnatiOH45202310537502501(c)(3)$9,000Mission support
Youngstown Symphony Society Inc
260 Federal Plaza WestYoungstownOH44503340639988501(c)(3)$7,686Program support
Bethany House Services
1841 Fairmount AvenueCincinnatiOH45214311101401501(c)(3)$7,500Mission support
Families Forward
2400 Reading RoadCincinnatiOH45202330086043501(c)(3)$7,000Scholarships support
Millcreek Childrens Center
44 Essex StreetYoungstownOH44502341202596501(c)(3)$6,903Mission support
Chamberlain College of Nursing
75 Remittance DriveChicagoIL60675202452410501(c)(3)$6,600Mission support
Medical Surgical Nursing Certification Board
East Holly Ave Box 56PitmanNJ08071201448697501(c)(6)$5,835Program support
Sunshine Inc of Northwestern Ohio
7223 Maumee Western RdMaumeeOH43537344441627501(c)(3)$5,760Hippotherapy program
National Low Income Housing Coalition
727 15th St NWWashingtonDC20005521089824501(c)(3)$5,500Mission support6th Floor
The University of Toledo Foundation
2801 W Bancroft StreetToledoOH43606346555110501(c)(3)$5,500After School programs support
FieldValueIRS element (for citing)
Total501c3 Org88Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SPRINGFIELD MARKET MED ASSIST PROGRAM1200$80,368
LOURDES HOSPITAL PATIENT MISSION FUND424$26,216
LOURDES HOSPITAL ASSOCIATE MISSION FUND28$11,110
LORAIN MARKET CARING FOR OUR OWN FUND31$16,708
NORTHERN MARKET CHARITABLE PHARMACY115$10,023
NORTHERN MARKET TRANSPORTATION SERVICES866$14,493
NORTHERN MARKET UTILITY BILL PAYMENT PROGRAM0$5,280
Mercy Health We Care Grants3$3,597
Cincinnati market individual grant assistance53$30,573

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationAny organization receiving funds over $5,000 must complete an accompanied "Verification of Use of a Grant or Other Assistance from the Mercy Health Foundation" form. Organizations signing the form "Attest that the grant/assistance provided by the Foundation is being used for the purpose intended as stated in the request to the Foundation and that additional documentation to support usage of the grant/assistance as stated will be provided to the Foundation upon request." The Verification from must be submitted within 30 days of receiving the grant or assistance. Second notices are sent if the form is not returned within the allocated time frame. No additional grant or assistance will be provided until the form is signed and returned to the Foundation. To the extent additional information is required, requests will be made to the grantee. When the Foundation supports a Mercy Health initiative, the manager of the initiative is expected to attend a Foundation board meeting annually in-person during the course of the Foundation's support for the initiative. This attendance is to report the current year's status of the initiative, and plans for the following year if the Foundation is being asked to continue support or has already made a multi-year commitment.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL BEZNEY
CHAIR, MERCY HEALTH SVP & GENERAL COUNSEL$0$559,725$0$203,689$0$162,284$0$135,175$0$35,967$0$1,096,840$0$0
TRAVIS CRUM
TRUSTEE, TREASURER, VP CORP CONTROLLER - MERCY HEALTH$0$248,141$0$63,585$0$24,760$0$37,108$0$28,337$0$401,931$0$0
ROGER LAGRECA
Foundation President & CEO$0$251,024$0$27,788$0$22,770$0$16,832$0$11,473$0$329,887$0$0
MICHAEL D CONNELLY JD
FORMER OFFICER$0$1,215,555$0$579,706$0$714,264$0$18,550$0$98,872$0$2,626,947$0$0
DEIRDRE BELUAN
FORMER OFFICER$0$131,508$0$0$0$94$0$28$0$220$0$131,850$0$0
DEBORAH BLOOMFIELD
FORMER OFFICER$0$588,516$0$190,400$0$26,842$0$251,633$0$25,943$0$1,083,334$0$0
JAMES SCHULTIS
Youngstown Market Foundation President$183,991$0$37,635$0$10,633$0$23,351$0$9,336$0$264,946$0$0$0
KATHRYN WILLIAMS
Lima Market Foundation Development Director$178,619$0$18,135$0$3,643$0-$29,212$0$19,574$0$190,759$0$0$0
Timothy Koder
Toledo Market Foundation President$209,057$0$31,457$0$6,680$0$30,647$0$18,488$0$296,329$0$0$0
SCOTT PEMBER
Lorain Market Foundation Director$156,502$0$22,943$0$7,135$0$13,208$0$31,568$0$231,356$0$0$0
ANN MARIE WELTY
Cincinnati Market Foundation System Director$172,009$0$0$0$23,201$0$1,142$0$8,961$0$205,313$0$0$0

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4b Terms and conditions of the Cincinnati Market SERPThe Cincinnati Market SERP is a deferred compensation plan which provides employment continuation incentives to all executive council members. The plan is no longer accepting new participants and the cessation of contributions has occurred. Participants must complete a two tiered vesting provision. Participants must be vested under the base qualified plan and must count 24 months after termination during which they do not compete with Mercy Health Cincinnati LLC. Amounts includible as taxable compensation for listed individuals due to executive benefit plan participation in the reporting year were as follows: Deborah Bloomfield $0.
Schedule J, Part I, Line 4b Terms and conditions of the Youngstown Market SERPThe 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 are as follows: James Schultis $0.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health System SERPThe 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: Deborah Bloomfield $0; Travis Crum $0; Timothy Koder $0; Roger LaGreca $0; Tara Miller $0; Scott Pember $0; James Schultis $0.
Schedule J, Part II, Column (C) Reporting negative deferred compensationAnnual 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 Housing allowance or residence for personal useA housing allowance was provided to the following listed individual as a result of employment by Mercy Health Foundation: Ann Marie Welty. The entire amount was treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationMercy Health Foundation relies upon Mercy Health to establish compensation of the organization's CEO/Executive Director. 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 planTHE 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 $118,838; MICHAEL CONNELLY $411,506.
Schedule J, Part I, Line 7 Non-fixed paymentsThe 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.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution300ContributionCnt
Noncash Contributions Rpt F990$188,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,920NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$93,887NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$620,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$14,707NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Advertising, linens and event decorations4$16,438Market value
Yes (X)Vacation and travel packages, gift certificates, sporting event tickets and suite access46$30,536Cost
Yes (X)Scholarships to Mercy College of Ohio and golf-theme raffle items14$8,823Cost
Yes (X)Silent auction and raffle items, other support and contributed items6$69,870Cost
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationReal estate - Residential: NUMBER OF ITEMS RECEIVED. Art - Works of art: number of items received. Food inventory: number of food contributions. Cars and other vehicles: number of vehicles received. Clothing and household goods: number of contributions. Other: Number of contributions. Other: Number of contributions. Other: Number of items received Other: Number of contributions.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15a Determining the compensation of the top management officialThe compensation of the top management official is determined by Mercy Health, a related tax-exempt organization.
Form 990, Part VI, Line 6 Classes of members or stockholdersMERCY HEALTH IS THE MEMBER OF MERCY HEALTH FOUNDATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyMercy Health elects all trustees who have full voting rights.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersCertain matters require approval of Mercy Health, the Foundation's Corporate Member. 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 bodyTHE FORM 990 IS PREPARED BY THE Mercy Health TAX DEPARTMENT AND REVIEWED BY MANAGEMENT and the current Foundation board. ONCE THE FORM 990 IS REVIEWED AND APPROVED BY ALL APPLICABLE PARTIES A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyAll 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 requested 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 publicThe governing documents and financial statements are available upon request. The conflict of interest policy is posted on the Mercy Health website.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesOther changes in net assets - 135940;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MERCY HEALTH
1701 Mercy Health PlaceCINCINNATIOH45237311161086HEALTHCARE SYSTEM PARENTOH501(c)(33NAfalse
MERCY HEALTH FOUNDATION
1701 Mercy Health PlaceCINCINNATIOH45237201072726FUNDRAISINGOH501(c)(37MERCY HEALTHfalse
MERCY HEALTH RETIREMENT TRUST
1701 Mercy Health PlaceCINCINNATIOH45237316046304RETIREMENT TRUSTOH501(c)(37MERCY HEALTHfalse
COMMUNITY HEALTH PARTNERS PHYSICIANS OFFICE BUILDINGS
3700 KOLBE ROADLORAINOH44053341268828MEDICAL OFFICE RENTALOH501(c)(39MERCY HEALTH - REGIONAL MEDICAL CENTER LLCfalse
ALLEN MEDICAL CENTER MEDICAL OFFICE BUILDING
200 WEST LORAIN STOBERLINOH44074364504991MEDICAL OFFICE RENTALOH501(c)(3Type IIMERCY HEALTH - ALLEN HOSPITAL LLCfalse
MERCY FRANCISCAN SENIOR HEALTH AND HOUSING SERVICES INC
7010 ROWAN HILLS DRCINCINNATIOH45227311308729RETIREMENT HOMEOH501(c)(39MERCY HEALTH CINCINNATI LLCfalse
MERCY SACRED HEART INC
2120 PAYNE STREETLOUISVILLEKY40206611318326RETIREMENT HOMEKY501(c)(39MERCY HEALTH CINCINNATI LLCfalse
MERCY LONG TERM CARE INITIATIVE
4915 CHARLESTOWN RDNEW ALBANYIN47150311332491RETIREMENT HOMEIN501(c)(39MERCY HEALTH CINCINNATI LLCfalse
MERCY FRANCISCAN SOCIAL MINISTRIES INC
1800 LOGAN STREETCINCINNATIOH45210311222942LOW INCOME HOUSINGOH501(c)(37MERCY HEALTH CINCINNATI LLCfalse
MERCY FRANCISCAN AT ST RAPHAEL INC
610 HIGH STREETHAMILTONOH45011202934871SOCIAL SERVICESOH501(c)(37MERCY HEALTH CINCINNATI LLCfalse
COMMUNITY MERCY HEALTH SYSTEM
ONE S LIMESTONE STSPRINGFIELDOH45502300272454MARKET PARENTOH501(c)(3MERCY HEALTHfalse
COMMUNITY MERCY HEALTH PARTNERS
ONE S LIMESTONE STSPRINGFIELDOH45502310785684HOSPITALOH501(c)(33COMMUNITY MERCY HEALTH SYSTEMfalse
C H HEALTH SERVICES COMPANY
ONE S LIMESTONE STSPRINGFIELDOH45502311181984HOSPITALOH501(c)(33COMMUNITY MERCY HEALTH SYSTEMfalse
CLARKE & CHAMPAIGN COUNTIES HEALTH INFORMATION EXCHANGE
1150 E HOME ROADSPRINGFIELDOH45503260698515MEDICAL INFORMATION EXCHANGEOH501(c)(39COMMUNITY MERCY HEALTH SYSTEMfalse
THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST
ONE S LIMESTONE STSPRINGFIELDOH45502346827136INDIGENT MEDICAL CAREOH501(c)(3Type INAfalse
MERCY PROPERTY HOLDINGS
2200 JEFFERSON AVENUETOLEDOOH43604300699825TITLE HOLDING COMPANYOH501(c)(2MERCY HEALTH NORTH LLCfalse
MERCY HOME CARE INC
2200 JEFFERSON AVENUETOLEDOOH43604341587572HOME HEALTHCAREOH501(c)(39MERCY HEALTH NORTH LLCfalse
MERCY COLLEGE OF OHIO
2221 MADISON AVENUETOLEDOOH43604341726619MEDICAL COLLEGEOH501(c)(32MERCY HEALTH NORTH LLCfalse
MERCY COLLEGE OF OHIO FOUNDATION INC
2221 MADISON AVENUETOLEDOOH43604141963204FOUNDATIONOH501(c)(3Type IMERCY COLLEGE OF OHIOfalse
LIFESTAR AMBULANCE INC
2200 JEFFERSON AVENUETOLEDOOH43604341354653MEDICAL TRANSPORTATIONOH501(c)(3Type IIMERCY HEALTH NORTH LLCfalse
SIMON OUTREACH SERVICES
2600 NAVARRE AVENUEOREGONOH43616341383325MEDICAL OFFICE RENTALOH501(c)(3Type IIMERCY HEALTH - ST CHARLES HOSPITAL LLCfalse
FARLEY HEALTHCARE CORPORATION
2200 JEFFERSON AVENUETOLEDOOH43604341363204HEALTH SERVICESOH501(c)(39MERCY HEALTH NORTH LLCfalse
NEW VISION MEDICAL LABORATORIES INC
750 W HIGH ST STE 400LIMAOH45801341937267MEDICAL LAB SERVICESOH501(c)(3Type IIST RITA'S MEDICAL CENTER LLCfalse
THE ASSUMPTION VILLAGE
9800 N MARKET STREETNORTH LIMAOH44452341013695NURSING HOMEOH501(c)(39MERCY HEALTH YOUNGSTOWN LLCfalse
HOSPICE OF THE VALLEY
5190 MARKET STREETYOUNGSTOWNOH44512341288745HOSPICE SERVICESOH501(c)(39MERCY HEALTH YOUNGSTOWN LLCfalse
HUMILITY HOUSE
755 OHLTOWN ROADAUSTINTOWNOH44515341894783NURSING HOMEOH501(c)(39MERCY HEALTH YOUNGSTOWN LLCfalse
ST JOSEPH HEALTH CENTER AUXILIARY
677 EASTLAND SEWARRENOH44484346556121FUNDRAISINGOH501(c)(39MERCY HEALTH YOUNGSTOWN LLCfalse
MERCY HEALTH PARTNERS - LOURDES INC
1530 LONE OAK ROADPADUCAHKY42003610600313HOSPITALKY501(c)(33MERCY HEALTHfalse
LOURDES HOSPITAL AUXILIARY GIFT SHOP
1530 LONE OAK ROADPADUCAHKY42003610927805FUNDRAISINGKY501(c)(3MERCY HEALTH FOUNDATIONfalse
MARCUM AND WALLACE MEMORIAL HOSPITAL INC
60 MERCY COURTIRVINEKY40336610927491HOSPITALKY501(c)(33MERCY HEALTH PARTNERS - LOURDES INCfalse
MERCY HEALTH PARTNERS INC
1701 Mercy Health PlaceCINCINNATIOH45237731627534MARKET PARENTTN501(c)(3Type IMERCY HEALTHfalse
MERCY HEALTH PARTNERS - NORTHEAST REGION INC
1701 Mercy Health PlaceCINCINNATIOH45237232813196MARKET PARENTPA501(c)(3MERCY HEALTHfalse
MERCY HOSPITAL OF WILKES-BARRE
746 JEFFERSON AVENUESCRANTONPA18510240795625HOSPITALPA501(c)(33MERCY HEALTH PARTNERS - NORTHEAST REGION INCfalse
MERCY HEALTH CARE CENTER
746 JEFFERSON AVENUESCRANTONPA18510232322809HOSPITALPA501(c)(33MERCY HEALTH PARTNERS - NORTHEAST REGION INCfalse
HEALTHSPAN PARTNERS
1701 Mercy Health PlaceCINCINNATIOH45237463055925MARKET PARENTOH501(c)(3Type IIMERCY HEALTHfalse
HEALTHSPAN INTEGRATED CARE
1001 LAKESIDE AVE SUITE 1200CLEVELANDOH44114340922268HMOOH501(c)(39HEALTHSPAN PARTNERSfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
Advanced Health Select LLC
1701 Mercy Health PlaceCincinnatiOH45237473666880Clinically-integrated networkOHNAN/A
NWO Integrated Laboratories Mercy LLC
2200 Jefferson AvenueToledoOH43624341898285Laboratory servicesOHNAN/A
Tiffin Ambulatory Surgical Associates
45 St Lawrence DriveTiffinOH44833371567866Ambulatory Surgery CenterOHNAN/A
New Vision Medical Lab LLC
750 W High StreetLimaOH45801341913433Lab ServicesOHNAN/A
West Central Ohio Group Ltd
801 Medical DriveLimaOH45804341848147Orthopedic HospitalOHNAN/A
Kidney Services of West Central Ohio
750 W High Street Suite 100LimaOH45801061644264Dialysis CenterOHNAN/A
West Central Ohio Regional Healthcare Alliance Ltd
2615 Fort Amanda RoadLimaOH45805341817078Healthcare qualityOHNAN/A
Urologic Oncology of Mahoning Valley LLC
1044 Belmont AveYoungstownOH44501262989686Radiation TherapyOHNAN/A
HMHPUSP Surgery Centers LLC
15305 Dallas Pkwy Ste 1600AddisonTX75001271953122Surgery CenterTXNAN/A
OSC-HMHP LLC
6505 Market St Bldg B Ste 101BoardmanOH44512010724836Orthopedic Surgery CenterOHNAN/A
Lourdes Ambulatory Surgery Center
225 Medical Center DrivePaducahKY42003205588350Surgery CenterKYNAN/A
Marshall County MRI LLC
615 Old Symsonia RoadBentonKY42025610601267MRI facilityKYNAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCd
CHP INSURANCE LTD
1701 Mercy Health PlaceCINCINNATIOH45237980621978INSURANCECJNAC Corporationfalse
NORTHPARKE MEDICAL COMMONS CONDO ASSN
333 N LIMESTONE STSPRINGFIELDOH45503311391230REAL PROPERTY MGMNTNAC CorporationfalseOH
NORTHSIDE CORPORATION
2200 JEFFERSON AVENUETOLEDOOH43604341318438RESIDENT RENTALSNAC CorporationfalseOH
MERCY WORK SOLUTIONS
2200 JEFFERSON AVENUETOLEDOOH43604300066340WORKERS COMPENSATIONNAC CorporationfalseOH
MERCY HEALTH SYSTEM PHO
2200 JEFFERSON AVENUETOLEDOOH43604341778321MEDICAL SERVICESNAC CorporationfalseOH
MCAULEY MANAGEMENT SERVICES INC
730 W MARKET STREETLIMAOH45801341379037PROPERTY RENTALNAC CorporationfalseOH
LIMA MEDICAL SUPPLIES INC
730 W MARKET STREETLIMAOH45801340944477MEDICAL EQUIPMENTNAC CorporationfalseOH
COMMUNITY HEALTH PARTNERS ENTERPRISES INC
3700 KOLBE ROADLORAINOH44053341455525HOLDING COMPANYNAC CorporationfalseOH
AMC PHYSICIANS INC
200 W LORAIN STREETOBERLINOH44074371439554PHYSICIAN SERVICESNAC CorporationfalseOH
MERCY HEALTH VENTURES INC
1701 Mercy Health PlaceCINCINNATIOH45237311185477DIVERSIFIED ACTIVITIESNAC CorporationfalseOH
MERCY FRANCISCAN AT WINTON WOODS I INC
10290 MILL ROADCINCINNATIOH45231311658668LOW-INCOME HOUSINGNAC CorporationfalseOH
HEALTH DYNAMICS INC
900 E OAK HILL AVENUEKNOXVILLETN37917621247729MEDICAL EQUIPMENT SALESNAC CorporationfalseTN
HEALTH VENTURES INC & SUBSIDIARIES
P O BOX 1788KNOXVILLETN37901621175587MEDICAL SERVICESNAC CorporationfalseTN
RALPH EWE TRUST
270 PARK AVENUENEW YORKNY10017346866422BENEFICIAL TRUSTNATrustfalseNY
ELIZABETH HINES CATES TRUST
PNC 1900 E 9TH STCLEVELANDOH44114346515678BENEFICIAL TRUSTNATrustfalseOH
WILLIS PARK TRUST
PNC 1900 E 9TH STCLEVELANDOH44114346519904BENEFICIAL TRUSTNATrustfalseOH
ERMA GIBSON BALDWIN TRUST
PNC 1900 E 9TH STCLEVELANDOH44114346515566BENEFICIAL TRUSTNATrustfalseOH
HEALTHSPAN INC
225 PICTORIA DRCINCINNATIOH45246311431434INSURANCENAC CorporationfalseOH
HEALTHSPAN SOLUTIONS INC
1701 Mercy Health PlaceCINCINNATIOH45237300810766CONSULTINGNAC CorporationfalseOH
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd